Noxopharm Ltd. · ASX:NOX
Noxopharm — Investor Presentation (September 2020)
30 slides from Noxopharm's investor presentation, September 2020
Slide 1: Noxopharm Limited (ASX:NOX) Corporate Presentation September 2020
Noxopharm Limited (ASX:NOX) Corporate Presentation September 2020 Discover Develop Deliver NOXOPHARM LIMITED (ASX:NOX) 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Noxopharm Limited (NOX or the Company). It should not Although the Company believes that the expectations reflected in the forward looking statements be considered as an offer or invitation to subscribe for, or purchase any shares in NOX, or as an in
Slide 3: Presentation overview
Presentation overview… 1. Who We Are 2. The Need we Aim to Fill 3. Veyonda® Explained 4. Our Business 5. Investment Case
Slide 4: 1. Who we are
1. Who we are Australian clinical-stage drug development company ASX: NOX Healthcare sector Veyonda® - a major commercial opportunity with ‘blockbuster’ potential as an immuno-oncology (I-O) drug Aiming to make Veyonda® a cost-effective I-O therapy in a market dominated by treatment costs ty
Slide 5: 2. The need we aim to fill
2. The need we aim to fill But … with only about Immuno-oncology 5% or less of patients I-O therapy works on (I-O) therapy has across all forms of the principle of re- taken the oncology cancer responding to enabling the immune world by storm and is I-O therapy, major system to attack the future of
Slide 6: 2. The need we aim to fill: main forms of I-O therapy
2. The need we aim to fill 3 main forms of I-O therapy CAR-T cell therapy Checkpoint inhibitors Radiotherapy T-cells activated in lab against Removal of T-cell blocking Activate T-cells in irradiated Science cancer cells. Re-injected IV (checkpoint) proteins tumours → abscopal effect Response rates
Slide 7: 2. The need we aim to fill
2. The need we aim to fill CAR-T cell therapy Checkpoint inhibitors Radiotherapy The common link between all 3 forms of I-O therapy is that they are dependent on T-cells activated activated in lab against T-cells gaining Removal of T-cell blocking access to tumours Activate T-cells in irradiated can
Slide 8: 2. The need we aim to fill
2. The need we aim to fill CAR-T cell therapy Checkpoint inhibitors Radiotherapy • Converting tumours T-cells activated in labfrom againstCOLD Removal to HOTofregarded as an essential T-cell blocking prerequisite Activate T-cells in irradiatedfor liftingcancer the response rateIVto I-O therapies cel
Slide 9: 2. The need we aim to fill
2. The need we aim to fill Increasing the response rate to I-O Current market for therapy Noxopharm sees I-O therapies by COLD to HOT Veyonda® as a conversion ‘breakthrough’ drug = ~ US$30 billion p.a. filling the US$120 (2019) projected to create a billion+ gap potential market of >US$150 billion+
Slide 10: 3. Veyonda Explained: The Veyonda Journey so far
3. Veyonda® Explained The Veyonda® Journey so far Dosage form of Phase 1 Active drug Phase 1 CEP Phase1b/ 2a idronoxil improved to DARRT-1 idronoxil study LuPIN study block metabolism study discovered concludes data (Veyonda ®) concludes 1994 2000 2009 2012 2014 2016 2018 2019 2020 1st late-stage 2n
Slide 11: 3. Veyonda Explained
3. Veyonda® Explained Proprietary suppository formulation to deliver prolonged drug half-life Convenience and high treatment compliance High tolerability with very low level of adverse events Family of 10 PCT patent applications in 80 countries covering I-O use including with immune checkpoi
Slide 12: 3. Veyonda Explained: first-in-class 3-step actions
3. Veyonda® Explained First-in-class anti-cancer drug with unique 3-step actions inhibition of protein folding inhibition of sphingosine kinase activity (disulfide-thiol exchange) (ceramide/sphingosine-1-phosphate ratio) Oncotoxic Immuno-oncology effects T T COLD → T T T HOT T T T T T Step 1 Step 2
Slide 13: 3. Veyonda Explained: DARRT
3. Veyonda® Explained DARRT Novel and effective I-O therapy Low-dose radiation Veyonda® amplifies to a single tumour the immune activates immune response and then spreads it to other T cells inside that tumours T T tumour T T T T T T T + Veyonda® T T TT T T T T T T T T T T T T T T T • Theoretically
Slide 14: 3. Veyonda Explained: IONIC
3. Veyonda® Explained IONIC Partnering immune checkpoint inhibitors Checkpoint inhibitors ineffective By converting tumour in COLD tumours to HOT, Veyonda because of lack of provides the immune immune cells cells able to take advantage of removal of immune checkpoints • Theoretically applicable to m
Slide 15: 4. Our Business - Veyonda and Oncology
4. Our Business - Veyonda® and Oncology Clinical objective Commercial objective To develop Veyonda® + To provide radiotherapy (DARRT comprehensive pre- therapy) as the most clinical and clinical data cost-effective, well- packages that are tolerated and readily compelling for accessible I-O therapy
Slide 16: 4. Our Business - Veyonda and Oncology
4. Our Business - Veyonda® and Oncology Cost is major issue Low response rates with current I-O and associated therapies serious side-effects Typical course of I-O also major issues treatment = 4x median with current I-O US household annual income therapies Veyonda® offers major competitive advantag
Slide 17: Veyonda development program
4. Our Business - Veyonda® and Oncology Veyonda® development program Program Indication IND-enabling Phase 1 Phase 2 Phase 3 DARRT mCRPC PRIORITY-1 IONIC Multiple PRIORITY-2 LuPIN mCRPC CEP Sarcoma NOXCOVID COVID-19 2020 Noxopharm. All rights reserved.
Slide 18: DARRT and end-stage prostate cancer is our #1 priority program
4. Our Business - Veyonda® and Oncology DARRT and end-stage prostate cancer is our #1 priority program Aimed at the largest sector in the Attractive form of anti-cancer oncology market therapy End-stage cancer where Well-tolerated, short-course treatment is limited to of therapy in out-patient pal
Slide 19: DARRT: Seeking proof-of-principle in end-stage prostate cancer
4. Our Business - Veyonda® and Oncology DARRT: Seeking proof-of-principle in end-stage prostate cancer Palliative therapy Surgery and/ Chemical Androgen receptor or local castration Chemotherapy & inhibitors Rising PSA levels in blood radiotherapy therapy Hormone-sensitive Hormone-refractory Non-met
Slide 20: DARRT: DARRT-1 Phase 1b study
4. Our Business - Veyonda® and Oncology DARRT: DARRT-1 Phase 1b study 25 men with end-stage Clear evidence of an I-O effect prostate cancer who had In 10 men, tumours had stopped growing stopped responding to or were reduced in size treatment, with metastatic and Meaningful pain reduction in m
Slide 21: DARRT: DARRT-2 Phase 2 study
4. Our Business - Veyonda® and Oncology DARRT: DARRT-2 Phase 2 study Parexel – a Top Global Clinical Research Organisation will implement the trial o US based Multi-national o Extensive oncology Approximately 200 patients experience 1 cycle radiotherapy; 6 cycles of Veyonda® treatment Enro
Slide 22: NOXCOVID: Phase study
4. Our Business - Veyonda® and COVID-19 NOXCOVID: Phase 1 study Death and long-term disability from COVID-19 due ~40 COVID-19 patients largely to body’s hyper-inflammatory response to the hospitalised with virus and the damage it is causing moderate lung disease This inappropriate response assoc
Slide 23: 5. Investment Case
5. Investment Case Aiming to make Veyonda Estimated 300,000 standard of care with Focus on end-stage DARRT deaths globally; prostate cancer radiotherapy in end-stage 33,000 in the U.S. prostate cancer Aiming to make Veyonda the go-to drug to increase response rates to immune checkpoint Checkpoint Po
Slide 24: 5. Investment Case: M&A activity in prostate cancer
5. Investment Case Prostate cancer in particular is major area of M&A activity XTANDI® 177Lu-PSMA-617 177Lu-PSMA-617 and others mCRPC mCRPC mCRPC (201^) (2018) (2018) Buyer Seller Price Range US$14 billion US$2.1 billion US$3.9 billion 2020 Noxopharm. All rights reserved.
Slide 25: Competitive COLD to HOT Technologies
5. Investment Case Competitive COLD to HOT Technologies Three main technologies under development: Mode Examples Advantages of Veyonda Viruses that Oncolytics Biotech preferentially infect Pre-clinical data confirming ability to Inc Phase 2; ASX- Oncolytic cancer cells to listed Viralytics Ltd activ
Slide 26: Multiple programs = multiple catalysts Q3 20 – Q2 21
5. Investment Case Multiple programs = multiple catalysts Q3 20 – Q2 21 Q3 20 Q4 20 Q1 21 Q2 21 Phase 2 Phase 1 DARRT-2 NOXCOVID-1 starts starts Phase 1 IONIC-1 planned to start Various interim data NOXCOVID-1 data LuPIN data 2020 Noxopharm. All rights reserved.
Slide 27: 5. Investment Case key investment questions
5. Investment Case 3 key investment questions Is there a need for Veyonda®, and What evidence is there that What will it mean to me as a if so, how large is the commercial Veyonda® is capable of delivering shareholder if Veyonda® opportunity? on its promise? succeeds? NOX believes either: Better pal
Slide 28: Senior Management Team
Senior Management Team Dr Graham Kelly CEO Fred Bart & Managing Director Non-Exec Chairman Dr Gisela Mautner Jeanette Bell Chief Medical Officer Chief Operating Officer NOXOPHARM LIMITED (ASX:NOX) 2020 Noxopharm. All rights reserved. 28
Slide 29: Key Metrics
Key Metrics Number of Shares 213.2 million shares outstanding Board shareholding 19.8% Share price A$0.39 (18 Sept 2020) Listing date 9 August 2016 Market cap A$83 M (18 Sept 2020) Cash position AU$ 7.1 M (30 June 2020) NOXOPHARM LIMITED (ASX:NOX) 2020 Noxopharm. All rights reserved. 29
Slide 30: A second generation I-O therapy to transform the management of cancer
Discover Develop Deliver A second generation I-O therapy to transform the management of cancer www.noxopharm.com Media Enquiries Email: [email protected] The Capital Network Phone: (+61) 2 9144 2223 Julia Maguire +61 2 8999 3699 https://www.linkedin.com/company/noxopharm-limited julia@thecapitalnet