Vivesto AB · OMXSTO:VIVE
Vivesto AB — Oasmia — Investor Presentation (September 2020)
20 slides from Vivesto AB's investor presentation, Sep 15, 2020
Slide 1: Aktiespararna Shareholder Event
AKTIESPARARNA SHAREHOLDER EVENT F.R. Martelet, M.D., CEO 15th September 2020 1
Slide 2: Forward-looking statement
Forward-looking statement IMPORTANT NOTICE The information in this presentation shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the securities referred to herein in any jurisdiction in which such offer, solicitation or sale would require p
Slide 3: Oasmia – an innovation-focused specialty pharmaceutical company
Oasmia – an innovation-focused specialty pharmaceutical company Founded in 1999 NASDAQ Stockholm 2010 HQ Uppsala, Sweden Market Cap approx. SEK 2,2 26* employees B XR-17™ technology platform, allowing micelle formulations of APIs, to R&D-certified Production be soluble in water – broad Facility and
Slide 4: Building a sustainable, profitable specialty pharma company
Building a sustainable, profitable specialty pharma company MEETING UNMET APEALEA® APPROVED A GLOBAL MEDICAL NEED IN EUROPE PARTNERSHIP IMPROVING SOLUBILITY & LEAD PRODUCT LAUNCHED WORTH UP TO $678 SIDE EFFECT PROFILS OF FOR ADVANCED OVARIAN MILLION PLUS ROYALTIES ESTABLISHED & NOVEL CANCER CANCER D
Slide 5: The new team leading Oasmia's transformation
The new team leading Oasmia’s transformation FRANCOIS MARTELET, M.D., Master’s Degree Business FREDRIK ELIN TRAMPE, Chief Executive Officer JÄRRSTEN* Chief Technical Chief Finance Officer Officer Previous experience: CEO in Biotechnology/ BioPharma in UK, DNK, US and senior executive REINHARD KOENIG
Slide 6: Meeting the challenges of poor drug solubility
Meeting the challenges of poor drug solubility POOR API1 SOLUBILITY c.40% OF APPROVED A FACTOR IN SERIOUS DRUGS AFFECTED2 ADVERSE EVENTS (SAEs) MAJOR CHALLENGE FOR 70-90% OF PIPELINE DRUGS SOLUBILITY ENHANCERS CAN DRUG DEVELOPMENT CLASSED AS POORLY SOLUBLE2 CAUSE SAEs AND / OR CRITICAL TO DRUG LEADI
Slide 7: XR-17 - powerful platform that can increase solubility of insoluble compounds
XR-17™ - powerful platform that can increase solubility of insoluble compounds Active Pharmaceutical XR-17™ XR-17™ + API Ingredient (API) Hydrophilic head WATER INSOLUBLE Hydrophobic chain WATER SOLUBLE XR-17™ increases small molecule solubility and potentially improves safety and efficacy of new fo
Slide 8: XR-17 – a validated platform applicable in many therapeutic areas
XR-17™ – a validated platform applicable in many therapeutic areas Superior solubility compared with Strong, validated safety in cancer other platforms and technologies, indication1 enhances bioavailability of API Drug load capacity, No mandatory or limited need for pre- enabling high drug medicatio
Slide 9: XR-17 – multiple opportunities in oncology, human and animal health
XR-17TM – multiple opportunities in oncology, human and animal health XR-17™ ANIMAL OTHER ONCOLOGY HEALTH THERAPEUTIC AREAS Lymph- Lung Cervical oma cancer cancer Masto- Prostate Breast Ovarian Bladder cytoma cancer cancer cancer cancer Docetaxel Micellar 9
Slide 10: Building a diverse portfolio based on XR-17 platform technology
Building a diverse portfolio based on XR-17™ platform technology Registration / Product Indication Pre-clinical Phase I Phase II Phase III approval Geography Human Health Portfolio Ovarian Pre-NDA Apealea® / meeting USA cancer Paclical® (paclitaxel) Ovarian EU / EEA1 cancer Technology Platform Portf
Slide 11: XR-17 – broad IP protection up to 2036
XR-17™ – broad IP protection up to 2036 PROCESS WATER-INSOLUBLE ANTICANCER COMPOSITIONS Protects the Protects poorly water- Protects XR-17™ in manufacturing process soluble APIs1 in combination with for XR-17™ combination with XR- chemotherapeutic 17™ agents PCT application granted 56 patents across
Slide 12: Apealea – offering improved treatment options
Apealea® – offering improved treatment options Approved in EU/EEA for Current standard of care in Ovarian cancer is carboplatin + treatment of paclitaxel first relapse Subset of patients cannot tolerate solvent-based ovarian cancer1 paclitaxel and in Russia for first line and Apealea® is an IV injec
Slide 13: The growing taxane market for ovarian and other cancers
The growing taxane market for ovarian and other cancers The 2018 global injectable taxane market was valued at $2.18B The market is expected to grow $4.56B by the end of 2025 (CAGR 11% 2019 – 2025) Taxol® • Paclitaxel – cremophor EL Taxotere® • Ovarian, breast, lung and Kaposi • Docetaxel – polysorb
Slide 14: Apealea - multiple benefits compared to the competition
Apealea® - multiple benefits compared to the competition Company Ovarian Cancer Ovarian Cancer Ovarian Cancer Indication Ovarian Cancer Breast Cancer Breast Cancer Breast Cancer Breast Cancer NSCLC NSCLC NSCLC Colloidal Infusion Solution Micellar Solution Emulsion Liposome Micellar Solution Suspensi
Slide 15: Apealea – meeting unmet medical needs in selected ovarian cancer
Apealea® – meeting unmet medical needs in selected ovarian cancer OVARIAN CANCER INCIDENCE1 295,000 women diagnosed in 2018 – 8th 70000 66300 most common cancer in 60000 women1 50000 70% of women have a relapse three years after Incidence 40000 diagnosis2 30000 26600 24500 Platinum analogs 20000 use
Slide 16: Apealea – global partnership worth up to $698m + royalties
Apealea® – global partnership worth up to $698m + royalties Agreement with US-based Elevar Therapeutics, subsidiary of South Korea’s HLB $20 M Upfront payment Double digit royalties on global % Apealea® sales Milestones based on regulatory $678M and sales achievements Oasmia retains sole control ove
Slide 17: Docetaxel micellar in clinical development
Docetaxel micellar in clinical development • Prostate cancer is a leading cause of cancer death in men worldwide • Widely approved for wide range of solid malignancies and standard of care for advanced prostate cancer • Docetaxel micellar uses XR-17™, enabling IV administration of water-insoluble co
Slide 18: Why invest in Oasmia?
Why invest in Oasmia? Multiple potential near and mid-term catalysts & value drivers… Near-term (12 months) Mid-term (12-24 months) • Elevar partnering for Apealea® in • Apealea® milestones and royalties Europe, China • Docetaxel micellar Phase 1 results / potential • Apealea® royalties Phase 2 init
Slide 19: Sustaining Oasmia's transformation since CEO appointment
Sustaining Oasmia’s transformation since CEO appointment • Strategic • Operational ‒ Working progress on ‒ Articulated and implemented docetaxel micellar clinical development plan incl. a collaborative ‒ Achieving Elevar deal milestones agreement with SAKK ‒ Creating revenue opportunities for the an
Slide 20: Realising our vision for success
Solid foundations in place to build a profitable speciality pharma company Platform to build a Sweden-based cash-flow positive specialty pharma leader Realising our vision for success Well placed for M&A and licensing collaborations 20