Anagenics Limited · ASX:AN1
Anagenics — Cellmid — Shareholder Meeting (September 2015)
21 slides from Anagenics's shareholder meeting presentation, Sep 9, 2015
Slide 1: Cellmid Limited EGM Presentation
CELLMID LIMITED EGM PRESENTATION 9 September 2015 Maria Halasz CEO & Managing Director [email protected] @mariahalasz
Slide 2: Important Notice
IMPORTANT NOTICE Summary information This presentation contains summary information about Cellmid Limited (Cellmid) and its activities as at September 2015. The information in this presentation is of a general nature and does not purport to be complete or contain all information that a prospective i
Slide 3: Cellmid (CDY:ASX)
CELLMID (CDY:ASX) • Cellmid is an Australian life sciences KEY STATISTICS • Share price 3.0 cents company listed on the ASX • Market cap $27M • Shares on issue 905M • Options 297M • Cellmid owns a consumer health business • Cash (30 July 2015) $1.6M (+ 4M) • Top 20: 37% with market leading FGF5 inhi
Slide 4: Board Members
BOARD MEMBERS Dr David King | Chairman Bruce Gordon | Non-Executive Director An experienced independent chairman with expertise in high Bruce is a seasoned audit partner and corporate finance specialist growth companies, Dr King has a track record in building with over 35 years’ industry experience.
Slide 5: Cellmid Businesses
CELLMID BUSINESSES Midkine business Consumer health business Therapeutics Oncology diagnostics Novel FGF5 inhibitors Targeted antibody drug for multiple Cxbladder for monitoring bladder Anti aging hair care including hair solid tumours cancer patients loss, hair thinning and hair quality Antibody dr
Slide 6: Midkine Business
MIDKINE BUSINESS Midkine (MK; NEGF-2) • MK: growth factor prominent in embryogenesis but barely detectable in healthy adults C domain • In adults, increased MK expression occurs in the onset of inflammatory diseases and cancer and in preservation/ repair of injured tissue • In cancer, MK expression
Slide 7: Therapeutic Pipeline
THERAPEUTIC PIPELINE Platform Disease Program R&D Pre-clinical Phase I Phase II Phase III On market Anticipated milestone Anti-Midkine Solid tumours CAB102 Clinical development Antibodies Kidney injury, Preclinical inflammatory CAB101 Collaborations diseases Midkine Cardiac Ischemia CMK103 Preclinic
Slide 8: CAB102: Oncology Program
CAB102: ONCOLOGY PROGRAM High MK expression is prognostic of poorer patient survival in glioblastoma and MK is a key driver of cannabinoid drug therapy resistance • Cellmid research collaboration with world leading brain cancer research group at Complutense University, Madrid, Spain • Preclinical st
Slide 9: Pacific Edge License
PACIFIC EDGE LICENSE Urinary mRNA test on market in USA, Australia, NZ and soon Spain • First-line test to detect bladder cancer or monitor for recurrence after treatment • Superior to other available urine biomarker tests • May eliminate need for imaging (CT/IVP) • United States commercial roll-out
Slide 10: évolis: an innovative, clinically validated hair growth product
CONSUMER HEALTH BUSINESS évolis®: an innovative, clinically validated hair growth product • Clear mechanism of action targeted to hair only (inhibiting FGF5) • Clinically and scientifically validated • Addressing hair thinning, volume loss, hair quality concerns • Formulated from natural extracts •
Slide 11: Market Overview
MARKET OVERVIEW • Global hair care market approximately $90 billion in 2014** • Anti-aging hair care is the fastest growing segment in hair care** • Market growth for this segment forecasted at over 20% between 2014 and 2018** • US, Brazil, China, Japan and Germany make up 50% of the total hair care
Slide 12: Available at Australian Pharmacies & Online
AVAILABLE AT AUSTRALIAN PHARMACIES & ONLINE 2014 ($400K) 2016 ($4M) Pharmacy 230 active doors Pharmacy 2000+ doors by 30 June 2016 Product offering 2 SKU* Product offering Increased to 6 SKU* 1. évolis® tonic for women 1. évolis® tonic for women 2. évolis® tonic for men 2. évolis® tonic for
Slide 13: Australian Market Strategy
AUSTRALIAN MARKET STRATEGY • Build national pharmacy and salon distribution for the évolis brand • Educate healthcare and salon professionals nationwide with over 50,000 personal sales visits over the first 12 months: • Contract sales force targeting general practitioners • Contract sales force targ
Slide 14: Brand Awareness Campaign - TV
BRAND AWARENESS CAMPAIGN - TV In Australia across the channel Seven and Foxtel (multiple channels) networks to targeted audiences (women 35+) 14
Slide 15: Brand Awareness Campaign - Digital
BRAND AWARENESS CAMPAIGN - DIGITAL Across multiple online platforms to targeted audiences (men 25+ and women 35+) • Media streaming channels • Youtube • CatchUp TV (access to freeview TV/Digital network streaming channels) – specifically targeting men 30+ • blog sites (influencers) • Beautyheaven •
Slide 16: Early Feedback from Consumer Campaign
EARLY FEEDBACK FROM CONSUMER CAMPAIGN TOP RATING BY TRIAL GROUP FROM BEAUTY HEAVEN • “I have been trialling this product for a couple of weeks now and I have really noticed a difference in the health and thickness of my hair” • “évolis Tonic for women comes in a 50ml gorgeous slim spray bottle… I no
Slide 17: évolis ONE
évolis ONE ® • Developed with Cellmid’s patented FGF5 inhibitor compound • Dermatologist tested for topical safety with no skin irritations or sensitization • Demonstrated efficacy in reducing hair évolis® ONE loss, increasing hair growth and improving hair volume and appearance 17
Slide 18: Clinical Study Results 2015: évolis ONE
CLINICAL STUDY RESULTS 2015: évolis ONE ® • 80.2% reduction in hair loss* • 44.2% increase in growing follicles* • 143.3% increase in hair release and recovery (hair regrowth)* *blinded, randomized, placebo controlled clinical study conducted by AMA Laboratories in New York, USA évolis® ONE 18
Slide 19: Two Journeys: Only évolis ONE to Recovery
TWO JOURNEYS: ONLY évolis ONE TO RECOVERY ® Group: Placebo évolis ONE H-N scale example Placebo vs évolis ONE Hair fall Age: 53 52 Gender: Male Male Race: Caucasian Caucasian Visual grading score at baseline: 2/10 (poor) 2/10 (poor) Hamilton-Norwood scale score: 4/7 (Advanced) 4/7 (Advanced) Placebo
Slide 20: Target Market Presence 2018
TARGET MARKET PRESENCE 2018 Regions with customers and Regions with customers 20 distribution or private labels
Slide 21: Thank you
Thank you Cellmid Limited Maria Halasz CEO & Managing Director 15 Castlereagh Street @mariahalasz Sydney NSW 2000 AUSTRALIA [email protected] T: +61 2 9221 6830 F: +61 2 9233 8975 www.cellmid.com.au www.evolisproducts.com.au