Adalta Ltd. · ASX:1AD
Adalta — Investor Presentation (August 2018)
13 slides from Adalta's investor presentation, Aug 9, 2018
Slide 1: AdAlta Broker meets Biotech
For personal use only AdAlta Broker meets Biotech August 2018 Sam Cobb, CEO and Managing Director AdAlta Limited (ASX:1AD) [email protected]
Slide 2: 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 3: AdAlta (1AD) investment summary
AdAlta (1AD) investment summary For personal use only A drug discovery and development company using its powerful technology platform to generate a promising new class of protein therapeutics, known as i-bodies, for treating a wide range of human diseases. Investment highlights Finalised Placement o
Slide 4: Financial position
Financial position For personal use only Key financial details Share performance (last 12 months) ASX code 1AD Share price (31st July 2018) AU$0.30 Market capitalisation AU$34.65m Shares on issue* 115,490,062 Escrowed shares (August 2018) 24,047,138 Options on issue 3,734,471 Current cash (30th June
Slide 5: Extensive support from institutional investors and HNWs
Extensive support from institutional investors For personal use only and HNWs Top 20 shareholders 80% Australian based venture capital $40m 61% institutional shareholders fund 11% HNWs with >500K shares each $27b under management, global 4% founding academic institutions equities investor 2.6% Board
Slide 6: Significant achievements 2017/18
Significant achievements 2017/18 For personal use only ✓ Orphan Drug Designation (US FDA) of AdAlta i-body for treatment of IPF ✓ Completion of additional pre-clinical animal models in diseases of the lung, kidney, skin; strengthening broad anti-fibrotic data package of anti-CXCR4 i- body ✓ Publicat
Slide 7: AD-214 development: key milestones
AD-214 development: key milestones For personal use only 2018 2019 2020 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Manufacturing Dosing and PK Toxicology Partnering of lead studies studies candidate based on other Phase I benchmark deals Publication of data Development of i-body pipeline BD and partnerships 7
Slide 8: Manufacturing of AD-214
Manufacturing of AD-214 For personal use only Commenced June 2018 with KBI and Selexis to manufacture AD-214 Selexis – Commenced cell line development with AD-214 with first readout of initial cell line development October 2018 KBI – Start development of fermentation and purification process in Octo
Slide 9: AdAlta business model – strategy to create value
AdAlta business model – strategy to For personal use only create value Pharma & biotech partnerships Revenues: Upfronts, i-body FTEs, milestones & royalties i-bodies new technology drug class platform and Potential in multiple library In-house disease indications Licence to pipeline of pharma drug R
Slide 10: Market benchmarks
Market benchmarks For personal use only Fibrosis Sep-15 acquired by Roche Aug-15 acquired by BMS Nov-14 acquired by BMS lead AD-114 $105m + $475m milestones $150m + $1.25b milestones $444m phase I asset phase IIa asset phase I asset Next gen April-16 with Abbvie May -17 with AZ July-17 with Sanofi a
Slide 11: Expected news flow
Expected news flow For personal use only H1 2018 ✓ Publication of AD-114 data in Scientific Reports demonstrating i-body application of pulmonary fibrosis with human tissue and animal model data ✓ Investor and analyst briefing detailing application of the i-body for the undruggable targets such as G
Slide 12: AdAlta Limited (ASX: 1AD) summary
AdAlta Limited (ASX: 1AD) summary For personal use only Successfully raised $4.25m in Placement with institutional and high net worth investors, completed post quarter’s end, securing funding for AD-214 to end of manufacturing SPP open now at same terms as Placement – closes on 10 August June cash p
Slide 13: Contact us
For personal use only Contact us: Sam Cobb, CEO [email protected] www.adalta.com.au 13