AdAlta Ltd. · ASX:1AD
AdAlta — 10th Annual Australian Microcap Investment Conference (October 2019)
24 slides from AdAlta's conference presentation, Oct 22, 2019
Slide 1: ASX Media Release: AdAlta presentation for Australian Microcap Conference
ASX / Media Release AdAlta presentation for Australian Microcap Conference For personal use only MELBOURNE Australia, 22nd October, 2019: AdAlta Limited (ASX:1AD) is pleased to release a copy of the presentation that will be delivered to investors today at the 10th Annual Australian Microcap Investm
Slide 2: For personal use only
AdAlta is currently preparing for its phase 1 clinical studies for its lead i-body candidate, AD- 214. The clinical program is expected to commence in early 2020 following completion of the current toxicity study, clinical trial design finalisation and manufacture of clinical product. AD- 214 is bei
Slide 3: AdAlta Investor Presentation October 2019
For personal use only AdAlta Investor Presentation October 2019 Paul MacLeman, Chair Tim Oldham, Chief Executive Officer AdAlta Limited (ASX:1AD)
Slide 4: Disclaimer
Disclaimer For personal use only Investment in AdAlta is subject to investment risk, including possible loss of income and capital invested. AdAlta does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. This presentation is not an offer or in
Slide 5: AdAlta overview
AdAlta overview For personal use only AdAlta Limited (ASX:1AD) is an Australian listed drug discovery and development company generating a promising new class of protein therapeutics, known as i-bodies, for treating a wide range of human diseases. 3
Slide 6: AdAlta (1AD) investment summary
AdAlta (1AD) investment summary For personal use only i-body platform for generating multiple products – Novel structure provides new way to access important biological targets that can be difficult to access with conventional approaches Lead internal program, AD -214 due to commence human Phase 1 c
Slide 7: Financial position
Financial position For personal use only Key financial details Share price performance (last 12 months) ASX code 1AD Share price (18 October 2019) AUD$0.13 Market capitalisation AUD$22.18m Ordinary Shares 164,302,007 Listed Options 23,348,803 Unlisted Options 4,355,007 Current cash (30 June 2019)* A
Slide 8: AdAlta business model and strategy to create value
AdAlta business model and strategy to create value For personal use only 1. In-house Licence to pharma pipeline of drug Revenues: major upfronts + candidates milestones & royalties AD-214 Invest up to key value inflection point i-body i-body drugs technology Long loop that enables new drug class pla
Slide 9: i-bodies combine benefits of small molecules and conventional antibodies
i-bodies combine benefits of small molecules and conventional antibodies For personal use only Long binding loop enables access to Small Conventional AdAlta novel and difficult to Molecule Antibody i-body drug targets High selectivity-specificity Low toxicity: few off target effects Cavity binding a
Slide 10: AdAlta pipeline
AdAlta pipeline IND For personal use only Product/ Class of Manufact- Partner Discovery Preclinical enabling Phase I Indication Target Target uring studies AD-214: Idiopathic CXCR4 GPCR Pulmonary Fibrosis AD-214: Other i-body discovery engine CXCR4 GPCR fibrotic indications Novel Not disclosed MCP-1
Slide 11: AD-214 has broad application in treating fibrosis
AD-214 has broad application in treating fibrosis For personal use only AdAlta data suggests that AD-214 can improve fibrosis across a range of fibrotic diseases LUNG: Idiopathic Pulmonary Fibrosis EYE: Wet-Age Related Macular Degeneration Lung Eye Liver LIVER: NASH IPF Wet-AMD & PVR NASH & CIRRHOSI
Slide 12: AD-214 novel treatment for fibrosis – lung
AD-214 novel treatment for fibrosis – lung For personal use only AdAlta’s lead i-body* has demonstrated in vivo activity (reduced collagen content, reduced inflammatory cell infiltration, improved tissue architecture) in a Bleomycin- induced mouse model of lung fibrosis Normal IPF lung tissue IPF lu
Slide 13: AD-214 novel treatment for fibrosis – kidney
AD-214 novel treatment for fibrosis – kidney For personal use only AdAlta’s lead i-body* has demonstrated in vivo activity (reduced collagen content, improved tissue architecture) in a folic acid-induced mouse model of kidney fibrosis in both preventative and treatment modes Control Folic Acid (FA)
Slide 14: Market opportunity for IPF
Market opportunity for IPF For personal use only Idiopathic Pulmonary Fibrosis (IPF) is an irreversible, unpredictable and incurable disease THE STATISTICS People living with IPF 300,000 People die from IPF every year 40,000 Median length of survival after IPF diagnosis 3.8 years 12
Slide 15: AdAlta's place in the IPF treatment landscape
AdAlta’s place in the IPF treatment landscape For personal use only Approvals of pirfenidone (2014) and nintedanib (2014) have led to greater confidence in the development of drugs for IPF – Neither are optimal therapies - the disease process is slowed, not reversed A number of products in developme
Slide 16: AD-214 development: key milestones
AD-214 development: key milestones For personal use only 2019 2020 Q3 Q4 Q1 Q2 Q3 Q4 Toxicology studies Clinical study final design and GMP manufacturing Phase I program Bridge Biotherapeutics-BI Adheron-Roche deal done at this stage deal done at this stage 14
Slide 17: GE Healthcare licensing deal – i-body platform
GE Healthcare licensing deal – i-body platform For personal use only Overview: Agreement with global medical technology and diagnostics firm, GE Healthcare AdAlta will screen its novel i-body library on a number of targets in order to identify i-bodies that GE can use as imaging agents, starting wit
Slide 18: Market benchmarks
Market benchmarks For personal use only Fibrosis Aug-15 right to be acquired by Jul-19 license by Boehringer Sep-15 acquired by Roche BMS Ingelheim €45m + €1.1b lead AD-214 $105m + $475m milestones $150m + $1.25b milestones milestones phase I asset phase IIa asset phase I asset Micro- Feb-18 collabo
Slide 19: Significant 2019 achievements
Significant 2019 achievements For personal use only AD-214 ✓ Successfully completed AD-214 cell-line and manufacturing process development; commenced manufacturing of clinical AD-214 drug substance ✓ Commenced Phase I-enabling non-human primate toxicity studies i-body platform partnerships ✓ Entered
Slide 20: Expected news flow
Expected news flow For personal use only H2 2019 Partnership announcement Publication of key i-body data in well recognised, peer reviewed scientific journal, mABs – 4 week NHP toxicology study – to be completed October 2019 – Publication of further key i-body data H1 2020 – Phase I human clinic
Slide 21: Management focused on milestone delivery
Management focused on milestone delivery For personal use only Tim Oldham, PhD CEO & Managing Director Appointed October 2019, Tim brings >20 years of life sciences business development, alliance management, portfolio and product development, and commercialisation experience in Europe, Asia and Aust
Slide 22: International Board, Scientific Advisory Board
International Board, Scientific Advisory Board Extensive track record of drug, antibody development, capital raising and exits For personal use only Dr Paul MacLeman, Chair Scientific Advisory Board Dr Mick Foley, AdAlta CSO, expert in phage display Dr John Chiplin, Independent Director Liddy McCall
Slide 23: AdAlta Limited (ASX:1AD) Summary
AdAlta Limited (ASX:1AD) Summary Platform technology for multiple pipeline products and partnerships For personal use only Lead asset AD-214 – Has significant pre-clinical validation demonstrating broad anti-fibrotic and anti-inflammatory effects as well as safety. – Initial focus on treating Idiopa
Slide 24: Contact us
For personal use only Contact us: Dr Tim Oldham, CEO & Managing Director [email protected] | +61 403 446 665 www.adalta.com.au 22
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