Camurus Ab · OMXSTO:CAMX
Camurus Ab — Jefferies London Healthcare Conference 2021
23 slides from Camurus Ab's conference presentation, Nov 17, 2021
Slide 1: Delivering better treatments for patients with severe and chronic diseases
Delivering better treatments for patients with severe and chronic diseases Investor presentation Jefferies London Healthcare Conference 17 November 2021
Slide 2: Forward looking statements
2 Forward looking statements This presentation contains forward-looking statements that provide our expectations or forecasts of future events such as new product developments and regulatory approvals and financial performance. Camurus is providing the following cautionary statement. Such forward-lo
Slide 3: Camurus' business overview
3 Camurus’ business overview Rapidly growing commercial Broad late-stage pipeline stage company • +10 innovative clinical programs in • Fully operational infrastructure in EU and Australia drug dependence, pain, and rare diseases • Buvidal® Weekly and Monthly for opioid • Three Phase 3 programs depe
Slide 4: Recent business progress
4 Recent business progress •Executing on commercial objectives ‒ Expanded our commercial infrastructure in Europe and Australia ‒ Nine consecutive quarters of double-digit Q/Q sales growth – despite pressure of COVID-19 ‒ Successful life-cycle management, label expansions, and new market approvals ‒
Slide 5: Opioid dependence – escalating global health crisis
5 Opioid dependence – escalating global health crisis •Largest society burden of all drugs1 Escalating overdose deaths ‒ 62 million opioid users worldwide1 during COVID-19 ‒ Opioid crisis worsened during COVID-19 pandemic 12 Month-ending Provisional Number ‒ US opioid overdose deaths has mounted dur
Slide 6: Buvidal – game changing opioid dependence treatment, ODT
6 Buvidal – game changing opioid dependence treatment, ODT Weekly and monthly, subcutaneous buprenorphine for individualized treatment of opioid dependence within a framework of medical, social and psychological treatment in adults and adolescents 16 years or over1 Buvidal provides significant benef
Slide 7: Growing patient numbers and expanding markets
7 Growing patient numbers and expanding markets •High patient shares and growth in established markets •Quarterly product sales ‒ Over 60% Buvidal patient share in Finland, and ~10-20% shares in MSEK Scandinavia, Australia, Wales and Scotland 2-3 years from launch 200 ‒ Accelerating growth in Englan
Slide 8: Strong and growing scientific and real-world evidence for Buvidal
8 Strong and growing scientific and real-world evidence for Buvidal Key publications in 20211-5 High visibility at scientific conferences in 2021 Q1 Q2 Q3 Q4 Global ASAM CPDD ISAM AAAP 22-24 Apr 19-23 Jun 19-21 Nov 9-12 Dec Virtual Virtual Virtual Naples, USA AATOD 10-14 Apr Virtual European IOTOD E
Slide 9: Buvidal (Brixadi) regulatory progress
9 Buvidal (Brixadi) regulatory progress •Brixadi™ US approval decision •Progress in MENA and RoW ‒ FDA acceptance of Braeburn’s NDA ‒ Early access programs ongoing in resubmission as a complete class II three countries response on 25 June 2021 ‒ MAAs under review in four MENA ‒ New PDUFA date 15 Dec
Slide 10: Significant peak market potential for Buvidal/Brixadi
10 Significant peak market potential for Buvidal/Brixadi •EU and Australia ‒ 1,400,000 high risk opioid users and 750,000 in ODT1 ‒ Estimated LAI peak sales €300-400 million2 based on 15-20% ODT patient share •United States ‒ More than 10 million misuse opioids3 ‒ About 1.4 million in OUD treatment,
Slide 11: Broad and diversified mid- to late-stage pipeline
11 Broad and diversified mid- to late-stage pipeline Phase 1 Phase 2 Phase 3 Registration Market CAM2043 CAM2029 CAM2029 Brixadi™ Buvidal® Pulmonary arterial Polycystic liver disease Acromegaly Opioid use disorder (US)1 Opioid dependence hypertension CAM2047 CAM2032 CAM2029 CAM2038 episil® oral liqu
Slide 12: CAM2029 – octreotide subcutaneous depot in Phase 3 development
12 CAM2029 – octreotide subcutaneous depot in Phase 3 development •Under development for treatment of acromegaly, neuroendocrine tumors and polycystic liver disease •Designed for enhanced efficacy and improved patient convenience
Slide 13: CAM2029 designed to address unmet medical needs in the SSA market
13 CAM2029 designed to address unmet medical needs in the SSA market •Somatostatin analogues (SSAs) •CAM2029 designed for enhanced ‒ First-line medical therapy for acromegaly and neuroendocrine tumors (NET) efficacy and self-administration $2.8 billion ‒ 500% higher bioavailability versus Sandostati
Slide 14: CAM2029 program update
14 CAM2029 program update •Acromegaly •Pen injector developed Estimated Large CAM2029 market potential Orphan drug designation (EU) Validation for Phase 3 and in thesales peak US and EU5:1 potential Two Phase 3 studies ongoing commercial use completed in the US and EU5:1 US$ 1.1-1.6 billion
Slide 15: CAM2029 Phase 3 trial assessing superiority in progression free survival in GEP-NET
15 CAM2029 Phase 3 trial assessing superiority in progression free survival in GEP-NET Phase 3, randomized, open-label, active-controlled, multi-center trial to assess efficacy and safety of CAM2029 versus standard of care in patients with GEP-NET ‒ Approximately 300 patients with metastatic/unres
Slide 16: Rhythm to start Phase 3 trials evaluating weekly formulation of setmelanotide
16 Rhythm to start Phase 3 trials evaluating weekly formulation of setmelanotide •Weekly setmelanotide for genetic •Phase 3 “switch study” obesity disorders ‒ Randomized, double-blind (13+13 w) Daily formulation of setmelanotide, trial in patients with eg. Bardet-Biedl IMCIVREE™, approved by the F
Slide 17: Recent and anticipated news flow 2021/22
17 Recent and anticipated news flow 2021/22 H1 2021 H2 2021 2022 Buvidal market approval US orphan designation granted Start CAM2029 Phase 2/3 in PLD in New Zealand for CAM2029 in PLD Results Phase 2 results for CAM2043 Line-extension approvals of Randomization and dosing in Buvidal in E
Slide 18: Strategies for continued value creation
18 Strategies for continued value creation Commercialization Innovation and pipeline Corporate development • Establish leadership in opioid • Advance our late-stage pipeline • Expand our commercial footprint dependence treatment in Europe, programs in CNS and rare diseases • Attain complementary pro
Slide 19: Thank you
Thank you Camurus AB │ Ideon Science Park, SE-223 70 Lund, Sweden P +46 46 286 57 30 │ [email protected] │ camurus.com
Slide 20: Financials - third quarter and nine months 2021
20 Financials - third quarter and nine months 2021 MSEK Jul – Sep Jul – Sep Δ Jan – Sep Jan – Sep Δ Jan – Dec 2021 2020 2021 2020 2020 Total revenues 154 100 54% 418 230 81% 336 whereof product sales 152 94 61% 413 219 89% 323 Operating expenses 139 113 23% 454 333 37% 508 Operating result -6 -23 73
Slide 21: Shareholders
21 Shareholders Shareholders as of 31 October 2021 Number of shares % of capital % of votes Shareholder distribution Sandberg Development AB 21,875,692 40.1 40.1 Fjärde AP-fonden 3,330,676 6.1 6.1 Avanza Pension 2,409,207 4.4 4.4 Fredrik Tiberg, CEO 1,672,788 3.1 3.1 29.8% Gladiator 1,564,477 2.9 2.
Slide 22: Experienced and committed management team
22 Experienced and committed management team Fredrik Tiberg, PhD Education: M.Sc. in Chemical Engineering, PhD in Physical Eva Pinotti-Lindqvist Education: Bachelor’s of Science in Economics, Lund President & CEO, Head R&D Chemistry, Lund University Chief Financial Officer University In Company sinc
Slide 23: Buvidal is well differentiated
23 Buvidal is well differentiated Long-acting injection treatments for opioid dependence CHOICE OF ROOM CLIN. DATA WEEKLY MONTHLY MULTIPLE SMALL LOW DAY ONE PRODUCT INJECTION TEMP. VS ACTIVE LAUNCHED DOSING DOSING DOSES1 NEEDLE VOLUMES INITIATION SITES STORAGE CONTROL2 23G 0.16 – 0.64 mL
Camurus — Jefferies London Healthcare Conference 2021 on 6ix