Patrys Limited · ASX:PAB
Patrys — Investor Presentation (November 2021)
25 slides from Patrys's investor presentation, November 2021
Slide 1: Investor Presentation November 2021
INVESTOR PRESENTATION November 2021
Slide 2: Safe harbour statement
Safe harbour statement The following material is for general information purposes only and is not to be relied upon for the making of an investment decision. Any investment in Patrys Limited ACN 123 055 363 (Patrys) is subject to investment risk including the possibility of loss of capital invested
Slide 3: Overview
Overview • Patrys is advancing its novel deoxymab antibody platform to develop a range of new therapeutic candidates that are: • Pan-cancer, independent of specific cell surface proteins • Able to penetrate and kill cancer cells • Able to deliver payloads intracellularly • Able to cross the blood-br
Slide 4: Investment summary
Investment summary Unique antibody Attractive Intellectual platform markets property • Cancer targeting • PARP inhibitors US$2.3B • Global rights • Cross blood brain barrier • DNA repair deals • All cancer indications • Block DNA repair • ADC deals • Humanised antibodies Multiple Utility for brain S
Slide 5: Company snapshot
Company snapshot Shares 1.83B Patrys (ASX: PAB) – 12-month price and volume Market cap A$76M Cash 1 A$9.8M Last qtr burn 1 (A$1.2M) Headquarters Melbourne Board John Read (Chair) James Campbell (CEO & MD) Pamela Klein (NED) Suzy Jones (NED) Michael Stork (NED) Substantial Dr Dax Marcus Calder – 10.8
Slide 6: Board of Directors
Board of Directors Dr Pamela M. Klein John Read Chairman • Former VP, Development at Genentech, led development • Experienced Chairman and Director in public, of a large portfolio of drugs private and government organisations • Former Chief Medical Officer of Intellikine (acquired by • Extensive car
Slide 7: Technology Overview
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Slide 8: First anticancer antibody therapeutic targeting DDR
First anticancer antibody therapeutic targeting DDR • Deoxymabs are derived from an antibody, 3E10, which was isolated from a mouse model of the autoimmune disease lupus (SLE) • Deoxymabs bind to DNA and have a unique combination of properties: • Cancer seeking: tumors release DNA which attracts deo
Slide 9: Patrys' deoxymab platform
Patrys’ deoxymab platform • Patrys’ deoxymab platform is based on humanised versions of the mouse Mouse Humanised 3E10 antibodies • Global rights to 3E10 antibodies for the treatment of cancer were acquired in 2016 • Patrys has created humanised versions of the 3E10 antibodies for 3E10 - IgG PAT-DX3
Slide 10: Deoxymab platform offers multiple therapeutic approaches
Deoxymab platform offers multiple therapeutic approaches Single Agent Combination Therapies Targeted Therapies + • Many cancers have pre-existing defects • Radiation therapy and many chemo drugs • Deoxymabs can direct delivery of in their DNA damage repair (DDR) work by causing damage to DNA payload
Slide 11: Deoxymab results
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Slide 12: PAT-DX1 improves survival in glioblastoma
PAT-DX1 improves survival in glioblastoma • Glioblastoma (GBM) is the most common form of primary brain cancer, with approximately 23,000 new cases diagnosed in the US each year Mice with human GBM • GBM is highly aggressive with few effective treatment options (5-year survival rate = 5.6%) • First
Slide 13: PAT-DX1 improves survival with breast cancer metastases
PAT-DX1 improves survival with breast cancer metastases • Approximately 230,000 women are diagnosed with breast cancer in the TNBC 1 Brain Metastases Model US each year • 10%-15% have Triple Negative Breast Cancer (TNBC), an aggressive form with deficiencies in the BRCA1 gene (DNA damage repair) • ~
Slide 14: PAT-DX1 improves survival in pancreatic cancer
PAT-DX1 improves survival in pancreatic cancer • Pancreatic ductal adenocarcinoma (PDAC) is one of the most common and aggressive cancer types, with a 5-year survival rate of 2–9%1 Pancreatic Cancer Model • Globally, 460k new cases and 432k deaths in 2018 100 Control • Limited treatment options 80 P
Slide 15: PAT-DX3 development path has been initiated
PAT-DX3 development path has been initiated • Full sized, IgG deoxymab antibody, PAT-DX3, produced in September 2020 • PAT-DX3 shares biological activity with PAT-DX1, but is differentiated and complementary • Different pharmacokinetic profile • Can cross the blood brain barrier in animal models of
Slide 16: Many solid tumors have DDR mutations
Many solid tumors have DDR mutations Cancer incidence rates (US cases p.a.)1 25k Brain Breast 284k 60k Pancreatic Colon 150k Ovarian 21k 1 American Cancer Society - Cancer Facts & Figures 2021 estimates Principe et al 2020. Frequency and prognostic value of mutations associated with the homologous r
Slide 17: Combination therapies – improving glioblastoma treatments
Combination therapies – improving glioblastoma treatments • Radiation is a mainstay treatment for glioblastoma (GBM) patients Radiation + PAT-DX1 improves survival and is used: • as a monotherapy (less frequently) • post-surgical removal of tumour tissue 71% • in combination with the drug temozolomi
Slide 18: PAT-DX3 ADC proof of principle
PAT-DX3 ADC proof of principle MCF7 Breast Cancer Model • Antibody drug conjugates are a fast-growing technology • Use antibody to target delivery of toxic payload to cancer cells. Often superior benefits to antibodies alone • Proof of principle study with PAT-DX3 conjugated to MMAE (payload used in
Slide 19: Commercial landscape
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Slide 20: Biologics typically transact earlier and at higher valuations than small molecules
Biologics typically transact earlier and at higher valuations than small molecules Proportion of total deals1 Number of pre-clinical deals1 Pre-clinical avg. deal size1,2 Majority of biologic deals occur at Significantly more interest in Pre-clinical biologic deals executed the pre-clinical stage pr
Slide 21: Recent deals for antibody and DNA Damage Repair drugs
Recent deals for antibody and DNA Damage Repair drugs US$6b Recent pre-clinical transactions (licensing, asset and corporate)1 US$4,000m US$4,000m US$3,065m US$2,070m US$1,680m US$1,560m US$1,200m US$1,300m US$1,076m US$890m US$600m Deal date 1Q19 1Q19 3Q19 1Q20 2Q20 2Q20 2Q20 3Q20 1Q20 1Q21 2Q21 2Q
Slide 22: Looking ahead
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Slide 23: Timeline
Timeline CY21 CY22 CY23 4Q 1Q 2Q 3Q 4Q 1Q 2Q Production Engineering GMP production and run formulation PAT-DX1 Pre-clinical GLP toxicology Prepare & file Clinical Phase 1 Aust-HREA (IND) Pre- Cell line Stable cell production Master Cell Bank Additional development line development Upstream process D
Slide 24: Anticipated newsflow / Milestones to end of 2022
Anticipated newsflow / Milestones to end of 2022 PAT-DX1 engineering production run completed Q4 2021 * PAT-DX3 stable cell line development completed Q1 2022 PAT-DX1 GLP toxicology studies completed Q2 2022 * PAT-DX3 final stable cell line selected Q2 2022 PAT-DX1 upstream process development compl
Slide 25: Contact
CONTACT CONTACT Dr. James Campbell CEO and Managing Director +61 3 9670 3273 [email protected] www.patrys.com Patrys Limited (ASX:PAB)