Shield Therapeutics PLC · LSE:STX
Shield Therapeutics — Investor Presentation (September 2021)
19 slides from Shield Therapeutics's investor presentation, September 2021
Slide 1: Investor Presentation Sept 2021
Investor Presentation Sept 2021
Slide 2: Disclaimer
Disclaimer These slides have been prepared by Shield Therapeutics plc (the "Company") solely for your information and for use at a presentation for the purpose of providing background information on the Company, its business and the industry in which it operates. For the purposes of this notice, "pr
Slide 3: Overview of Shield Therapeutics
Overview of Shield Therapeutics: Pharmaceutical Company Focused on the Treatment of Iron Deficiency • London AIM-listed company (STX.L; OTCQX:SHIEF) - Market capitalization ~GBP 110m / USD 150m - Primary focus is on developing and commercializing Accrufer®/Feraccru® - A novel oral treatment approved
Slide 4: Market and Opportunity
Market and Opportunity = SHIELD Improving Lives Together
Slide 5: ID and IDA Prevalence are High in Patients with Many Conditions
ID and IDA Prevalence are High in Patients with Many Inflammatory Conditions or Women’s Health Heart Failure1,2 CKD3 IBD4-6 Surgery7 Cancer8 ID: 50-72% ID: 20-65% ID: 36-90% ID: 33-50% ID: 20-65% IDA: 17-44% IDA: 11-27% IDA: 36-76% IDA: ~66%* IDA: 7-42% • ~20% of women of childbearing age and up to
Slide 6: Treatment of IDA
Treatment of IDA • The underlying cause of IDA should be investigated, or the patient referred to a specialist 1,2 • Prompt treatment of IDA is warranted, as correction improves QoL, physical conditioning, fatigue, and cognitive deficits3 • An important question in IDA management is whether or when
Slide 7: US Iron Replacement Market is Large with Oral Therapies 90% of Volume
US Iron Replacement Market is Large with Oral Therapies making up 90% of the Volume and PCPs Writing 50% of the Rx • ~10 ll Rx’ y a f al Total Market TRx Volume by • OTC and Generics Specialty 17% • ~550K clinicians writing for oral and/or IV iron yearly 1% • PCP’ a d OB/GYN ak u >60% f lu 10% 51% 9
Slide 8: Clinicians are Seeking a Well-Tolerated and Effective Oral Iron
Clinicians are Seeking a Well-Tolerated and Effective Oral Iron Satisfaction ✓ Current satisfaction with oral IRT Most Important Attributes in IRT Selection (OTC and prescription) is low. Importance % rating 6,7 (Top 2 Box) PCPs OB/GYNs Specialists Well-tolerated 86% 94% 75% 16% PCPs OTC Oral IRT 13
Slide 9: Accrufer - A Unique Formulation of Oral Iron
Accrufer® - A Unique Formulation of Oral Iron Ferric Maltol Structure • The Fe3+ in Accrufer remains in complex with maltol until absorbed and iron is Intestinal Lumen delivered into the Microvilli bloodstream, where it binds to transferrin1 • Other oral irons are salts and require iron dissociation
Slide 10: Accrufer Increased and Maintained Hb Concentrations Over Weeks
Accrufer® Increased and Maintained Hb Concentrations Over 64 Weeks • The long-term efficacy of Accrufer® was investigated in a 52-week study extension phase Absolute Hemoglobin Concentrations in Patients Over Time 18 Accrufer® AEGIS-IBD Long-Term Extension Hemoglobin Concentration (g/dL) 17 12 Week
Slide 11: Accrufer Was Shown To Be Safe and Well-Tolerated Across Phase 3 Studies
Accrufer® Was Shown To Be Safe and Well-Tolerated Across Phase 3 Studies AEs by Preferred Term2 • A high proportion of patients taking Accrufer 30 mg BID Placebo BID (n = 175) (n = 120) Accrufer® completed 12 and 16 weeks of treatment in both the IBD and CKD Body System Adverse Reaction: GI populati
Slide 12: Accrufer Can Occupy Area of Need between OTC and IV Iron
Accrufer® Can Occupy Area of Need between OTC and IV Iron • ID/IDA in multiple primary diseases Patients • Failure to treat ID leads to anaemia, as well as diagnosed with much more serious consequences (e.g., immune & heart complications) iron deficiency Accrufer® • Low dose oral iron Oral • Conveni
Slide 13: US Launch
US Launch
Slide 14: Clinicians Respond Favorably to Accrufer Profile
Clinicians Respond Favorably to Accrufer® Profile Treatment Awareness and Usage: Accrufer® Unaided Aided (Heard of) 60% Source of 31% 30% Awareness: 26% 29% Medical Journals/ Publications 1% 0% 3% 0% 0% Medical Websites Grand Total PCPs OB/GYNs HEM/ONCs GASTROs Overall Reaction Interest in Learning
Slide 15: Critical Success Factors & Key Focus Areas
Critical Success Factors & Key Focus Areas Strategic Imperatives 1 2 3 4 Increase Redefine Accrufer Make it easy to Build Accrufer expectations of awareness start & stay on advocates oral iron therapy among target therapy HCPs Increase awareness of Accrufer® Generate clinical experience with patient
Slide 16: Commercial Plans and Medicaid are Predominant Payers for Oral Iron
Commercial Plans and Medicaid are Predominant Payers for Oral Iron • Initial focus on Commercial Payers and Oral Iron Market: Product Share PBM’ by Payer Type • WAC Price for one month supply = $500 28.0% 32.7% • Contracting positioning after failure of OTC/ 2nd line 6.1% 33.2% Commercial Medicaid M
Slide 17: Accrufer (ferric maltol) capsules
»@e ACCRUFeR® (ferric maltol) 30 mg capsules Discover the legend of tolerable oral iron IN RISING ated to provide both effectiveness eplacement'
Slide 18: Launch Strategy of Accrufer
Launch Strategy of Accrufer® ▪ Thirty sales representatives in the field effective July 1 promoting Accrufer® with the 4,000 Physicians ab l y c 4’000 - prescribing physicians • Digital and media ▪ Payer meetings and placements discussions ongoing targeted to drive awareness ▪ Robust patient access
Slide 19: Outlook & Summary
Outlook & Summary = SHIELD Improving Lives Together
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