Adocia Sa · EURONEXT:ADOC
Adocia Sa — Investor Presentation (April 2019)
36 slides from Adocia Sa's investor presentation, April 2019
Slide 1: Corporate Presentation – April 2019
ADOCIA INNOVATIVE MEDICINE FOR EVERYONE, EVERYWHERE Corporate Presentation – April 2019
Slide 2: Disclaimer
INTRODUCTION Disclaimer This corporate presentation (the “Presentation”) has been prepared by ADOCIA (the “Company”) and is provided for information purposes only. It is not for promotional use. References herein to the Presentation shall mean and include this document, any oral presentation accompa
Slide 3: ADOCIA in summary
ADOCIA ADOCIA in summary Business model delivers cost-effective innovation based on already-approved 1 proteins, enhanced with BioChaperone® 2 Key clinical diabetes assets including ultra-rapid insulin BC Lispro, modern premix BC Combo, ADO09 (Pramlintide Insulin) and ready-to-use BC Glucagon 3 $50M
Slide 4: Adocia's management and team
ADOCIA Adocia’s management and team Gérard Soula Olivier Soula Valérie Rémi Soula Steve Daly PhD, MBA PhD, MBA Danaguezian PhD, MBA President & CEO Deputy General Manager, Chief Financial Officer Director of BD & Legal US General Manager Co-founder Director of R&D Co-founder Co-founder Focused on
Slide 5: BioChaperone Technology
BIOCHAPERONE® TECHNOLOGY 5 April 2019
Slide 6: BioChaperone unlocks the potential of proteins and peptides
ADOCIA BioChaperone® unlocks the potential of proteins and peptides and their combinations in a cost-effective way BioChaperone® Proteins and peptides (insulin, GLP-1 RA, pramlintide, (library of molecules) glucagon, teduglutide…) [BioChaperone® Protein] Complex Improved solubility Improved stabi
Slide 7: BioChaperone-enabled innovation in diabetes and beyond
ADOCIA BioChaperone-enabled innovation in diabetes and beyond Diabetes clinical pipeline Preclinical pipeline In vitro PC Phase I/II Phase III In vitro PC Phase I/II BC Lispro U100 Diabetes THDB BC Lispro U200 BC Gla GLP-1 THDB BC Combo Other indications (BC Gla Lis) BC Gluc GLP-1 Obesity HinsBet U1
Slide 8: Recent developments
KEY DEVELOPMENTS Recent developments BUSINESS PIPELINE Strategic alliance with Tonghua Dongbao BC Lispro & BC Combo April 2018 – 2 Licensing agreements for BC Lispro & BC Preparation of bridging study with new APIs (lispro Combo in China & other Asian and Middle-East territories - & glargine
Slide 9: Adocia Lead Insulin Programs
ADOCIA LEAD INSULIN PROGRAMS BIOCHAPERONE® LISPRO & BIOCHAPERONE® COMBO 9 April 2019
Slide 10: People with diabetes require simpler, more physiologic treatments
MARKET People with diabetes require simpler, more physiologic treatments 425M1 26M 2 Despite 100 years of medical treatment, long-term consequences of diabetes remain a major issue people with on insulin diabetes in 2017 There is a need to address the underlying complexity of diabetes With mor
Slide 11: BioChaperone Insulin formulations fit the medical need for innovation
MARKET BioChaperone® Insulin formulations fit the medical need for innovation in the prandial space BioChaperone® Insulins deliver disruptive innovation for prandial insulin therapy: Best-in-class injectable products for prandial glycemic control Potential to be priced competitively (based on
Slide 12: Adocia and Tonghua Dongbao entered strategic alliance
TONGHUA DONGBAO Adocia and Tonghua Dongbao entered strategic alliance to develop best-in-class insulins Adocia and Tonghua Dongbao (THDB) strategic alliance: Licensing agreements for BioChaperone (BC) Lispro & BC Combo Supply agreements for insulin glargine and insulin lispro THDB is the loc
Slide 13: Strategic licensing deals with THDB for BC Lispro & BC Combo
LICENSE Strategic licensing deals with THDB for BC Lispro & BC Combo in Chinese market >100M1 Large and underserved Chinese insulin market features multiple drivers for growth People with diabetes in 65%2 Rapidly growing (CAGR 12%)2, with the number of treated patients set to double in the 30M 3
Slide 14: Strategic supply agreements with THDB open global opportunities
SUPPLY Strategic supply agreements with THDB open global opportunities for Adocia With access to stable, high-quality insulin lispro and insulin glargine supply, Adocia now gains full control over BC Lispro and BC Combo development, notably in US, EU and Japan: Partnering opportunities are multi
Slide 15: BC Lispro: Ultra-rapid insulin with best-in-class potential
Licensed to THDB in China BC LISPRO Ultra-rapid insulin with best-in-class potential BioChaperone® Lispro could be a differentiated competitor to Fiasp® (1st approved ultra-rapid insulin, Novo Nordisk). $7B Consistently faster-on and faster-off metabolic effect vs. Prandial insulin Humalog® & No
Slide 16: Fast-on and fast-off profile is key to close the loop
BC LISPRO Ultra-rapid insulin with a fast-on and fast-off profile is key element to « close the loop » Phase 1 trial in closed loop setting was initiated in H1 2019 iLet pump and algorithm (Beta Bionics) Smart CGM Pumps & pens Dexcom CGM 16 April 2019
Slide 17: Next steps for BC Lispro global development
BC LISPRO Next steps for BC Lispro global development BC Lispro in China BC Lispro in US/EU/Japan/RoW (THDB) (Adocia) Targeting Phase 3 start in China in 2019 Bridging study planned in Q3 2019 Undisclosed milestone attached Comparability study BC Lispro (THDB insulin lispro) vs. BC Lispro (u
Slide 18: BC Combo: A safer, more efficient alternative to premix insulin
Licensed BC COMBO A safer and more efficient alternative to premix to THDB in China insulin for the treatment of type 2 diabetes $5B Premix products are easier to use than basal-bolus regimens but present inferior prandial coverage and a higher risk of hypoglycemia Premix insulin market (2016)1
Slide 19: Next steps for BC Combo global development
BC COMBO Next steps for BC Combo global development BC Combo in China & related territories BC Combo in US/EU/Japan & premix markets (THDB) (Adocia) Bridging study in China planned in 2019 Actively seeking partners for US/Europe/Japan and other premix markets Will enable to use data from previ
Slide 20: Multihormonal Treatments for Diabetes
MULTIHORMONAL TREATMENTS FOR DIABETES NEXT GENERATION OF CARE FOR BETTER OUTCOMES 20 April 2019
Slide 21: Innovative multi-hormonal approaches for diabetes and obesity
RATIONALE Innovative multi-hormonal approaches aim to improve diabetes and obesity management Insulin In combination BC Glargine GLP-1 (T2D) ADO09 Pramlintide Insulin (T1D & T2D) GLP-1 Amylin In combination In a dual-chamber pump BC Glucagon GLP-1 BC Glucagon and Insulin (T1D) (Obesity) Glucagon As
Slide 22: Time-sensitive hormonal pattern maintains normo-glycemia
DIABETES In non-diabetic people, a time-sensitive hormonal pattern maintains normo-glycemia Schematic representation of hormonal pattern1 Insulin Without diabetes With Type 1 diabetes (T1D) Level of secretion Amylin (relative scale) Glucagon GLP-1 GLP-1 Glucagon Insulin Amylin 0 1 2 3 4 5 6 0 1 2 3
Slide 23: ADO09: Next generation of prandial treatment in T1D
ADO09 Next generation of prandial treatment to improve long- (PRAM INS ) term outcomes in T1D ADO09 (Pramlintide /A21G Ins combination) aims to 65%3 79%2 deliver exceptionally tight prandial control, based on Of diabetics live clinical use of pramlintide as an adjunct to intensive insulin of US ad
Slide 24: ADO09 first-in-human trial proof of concept in Type 1 diabetes
ADO09 First-in-human trial demonstrated proof of concept in (PRAM INS ) people with Type 1 diabetes In a standardized mixed meal test study in 24 people with T1D1, ADO09 (injected at mealtime) showed: 85% decrease of glycemic excursion in the first 2 hours vs. Humalog® (insulin lispro) Similar
Slide 25: BC Glucagon: ready-to-use aqueous formulation of human glucagon
BC GLUCAGON A ready-to-use aqueous formulation of human glucagon for acute and chronic use $400M BioChaperone® Glucagon is a ready-to-use aqueous formulation of human glucagon supporting: Forecasted market in 20251 Rescue treatment of severe hypoglycemia in a ready-to-use autoinjector: current g
Slide 26: Expanding the Portfolio
EXPANDING THE PORTFOLIO LEVERAGING BIOCHAPERONE®TRACK-RECORD AND VERSATILITY TO ADDRESS NEW THERAPEUTIC TARGETS 26 April 2019
Slide 27: BioChaperone can improve approved or NCE proteins and peptides
BC PLATFORM BioChaperone® can be used to improve both approved or NCE proteins and peptides BioChaperone® /Protein complex Leveraging Adocia core competencies in protein and peptide formulation to fit partner’s needs More than 20 clinical trials (Phase 1-3) to date on 6 different pharmaceutical
Slide 28: Expanding the use of BioChaperone platform
PIPELINE EXPANSION Expanding the use of BioChaperone® platform BioChaperone Glucagon GLP-1 for the treatment of obesity Obesity prevalence has tripled from 1975 to 2016 globally2, triggering the development of 36.5%1 more aggressive treatment regimens: of US adults are obese Based on BC Glucag
Slide 29: Key financial elements
ADOCIA Key financial elements Financial summary Shareholders’ equity (December 2018) Analysts Listed on Euronext Paris (ADOC) Free Float Soula Family 22 % Kepler Market (Arsène Guekam) 6.9M shares outstanding 59.4% Oddo (Pierre Corby) Louis Capital Partners (Pierre ADR program in the US
Slide 30: Expected News Flow
ADOCIA Expected News Flow PIPELINE BUSINESS BC LISPRO BC LISPRO & BC COMBO China (THDB): Phase 3 start planned in 2019 Looking to partner in US/EU/Japan/LatAm/Oceania US/EU/JAP: Insulin lispro Ph. 1 bridging study planned Q3 2019 ADO09 (PRAMLINTIDE INSULIN) & BC GLUCAGON Phase 3 fili
Slide 31: Appendix
APPENDIX 31 April 2019 ADOCIA i
Slide 32: Adocia is supported by a top-tier Medical Advisory Board
ADOCIA Adocia is supported by a top-tier Medical Advisory Board Dr. Jay Skyler, MD, Chairman, University of Miami (US) Dr. Vanita Aroda, MD, MedStar Health Research Institute (US) Dr. Bruce Bode, MD, Emory University (US) Dr. John Buse, MD, PhD, University of North Carolina (US) Dr. Eda Ce
Slide 33: Notes
Notes 33 April 2019 ADOCIA f-
Slide 34: Notes
Notes 34 April 2019 ADOCIA f-
Slide 35: Notes
Notes 35 April 2019 ADOCIA f-
Slide 36: Thank you for your kind interest
THANK YOU FOR YOUR KIND INTEREST ADOCIA 115 avenue Lacassagne 69003 Lyon – France Tel +33 4 72 610 610 [email protected] 36 April 2019