Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — Investor Presentation (March 2025)
29 slides from Racura Oncology's investor presentation, March 2025
Slide 1: At the Heart of Cancer Care
March 2025 AT THE HEART OF CANCER CARE Pete Smith PhD, Exec Chair Daniel Tillett PhD, CEO and Managing Director INVESTOR PRESENTATION 0 1 ASX: RAC | RACE ONCOLOGY LIMITED | ABN 61 149 318 749
Slide 2: Why invest in Race Oncology now?
Why invest in Race Oncology now? A T T H E H E A R T Race is approaching several critical data/value inflection points O F C A N C E R Validated drug Improved drug - RC220 Patient focused C A R E Used in numerous clinical Reformulated for easier Increasing focus on the trials. Established safety adm
Slide 3: We are focused on protecting patients, while optimising their cancer treatment
We are focused on A T protecting patients, T H E H E A R T while optimising their O F cancer treatment C A N C E R C A R E 3 3
Slide 4: Original bisantrene
Original bisantrene A T T H E A highly effective, but commercially unviable anticancer drug H E A R T O F C A N C E R Approved in France in 1988 C A R E Excellent patient outcomes. Complete response rates above 40% as a salvage drug in leukaemia In a large Phase 3 breast cancer trial bisantrene equa
Slide 5: RC220 – our new, improved bisantrene
RC220 – our new, improved bisantrene A T T H E H E A R T Race has… O F C A N C E R • Created RC220, a new formulation of bisantrene which is more soluble and can be delivered peripherally 1 C A R E • RC220 preserves the PK/PD properties of the earlier clinically validated formulations of bisantrene
Slide 6: RC220 + doxorubicin = improved activity
RC220 + doxorubicin = improved activity A T T H E H E A R T RC220 shows potent cell-killing activity against a diverse range of human cancers when used alone and in O F combination with doxorubicin, the most frequently used anthracycline1 C A N C E R RC220 improves doxorubicin anti-cancer activity i
Slide 7: Doxorubicin single agent efficacy in advanced or metastatic solid cancers
Doxorubicin single agent efficacy in the advanced or metastatic stage of common solid cancers1 A T T H E H E A R T 40% 35% O F Good Responders C A N C E R Objective Response Rate (%) 30% 25% C A R E 20% 15% Poor Responders 10% 5% 0% Breast SCLC Ovary Bladder Liver Endometrial Upper GI Thyroid NSCLC
Slide 8: RC220 = protecting the heart
RC220 = protecting the heart A T T H E H E A R T No treatment (control) Doxorubicin RC220 + doxorubicin O F C A N C E R C A R E No Fibrosis (scarring) Extensive Fibrosis Minimal Fibrosis Animal studies demonstrated cardioprotection by RC220 including increased cardiac function and reduced fibrosis w
Slide 9: Why do we need to protect patients from their cancer treatment?
Why do we need to protect patients from their cancer treatment? 99
Slide 10: Doxorubicin damages the cardiovascular system
Doxorubicin damages the cardiovascular system A T T H E H E A R T VO2peak is the ‘gold standard’ measure of cardiovascular function O F C A N C E R C A R E A VO2peak below Prevents patients Low VO2peak 18mL/kg/min leaves a performing basic daily associated with a 7-9- patient ‘functionally living ac
Slide 11: Cancer survivorship – life after treatment
Cancer survivorship – life after treatment A T T H E H E A R T Driving factors Pressing need for better approaches and tailwinds Ageing O F for RC220 18m cancer survivors in the US 1 with a 37% C A N C E R increased risk of cardiovascular disease 2 A single dose of chemotherapy can cause C A R E
Slide 12: Chemotherapy needs improvement
Chemotherapy needs improvement A T T H E H E A R T O F C A N C E R Doxorubicin is the most widely used Current solution – exclude use in chemotherapy. It is highly effective, high-risk patients and limit C A R E but can cause permanent damage dosing of the drugs to the cardiovascular system Issue –
Slide 13: Clinical programs
Clinical programs a5)
Slide 14: Clinical pipeline
Clinical pipeline A T T H E IND Phase Phase Phase H E A R T Asset Indication Sponsor Discovery Results & milestones enabling 1 2 3 O F Impressive 40% clinical Chaim Sheba C A N C E R Bisantrene Acute Myeloid response rate in Phase 2 Medical Centre, Phase 2 (RC110) Leukaemia AML trial completed in Ju
Slide 15: Recent clinical trial results
Recent clinical trial results A T T H E H E A R T O F • Sheba 1 (2020) – 40% response • Data from these two recent clinical C A N C E R rate in 10 AML salvage patients using bisantrene as a single studies is further evidence that RC220 is an effective anti-cancer therapy C A R E agent – 4/4 clinical
Slide 16: RC220 Phase 1 open label cardioprotection trial
RC220 Phase 1 open label cardioprotection trial A T T H E H E A R T Up to 53 patients across Part 1: Advanced solid tumour patients with potential to the two stages benefit from doxorubicin therapy O F C A N C E R Primary endpoints: Safety Safety lead in cycle: Combination cycle 1 Combination cycles
Slide 17: Planned clinical trial geographies
Planned clinical trial geographies A T T H E H E A R T O F C A N C E R Australia: 4 Sites C A R E Hong Kong: 2 Sites South Korea: 4 Sites 17
Slide 18: Market opportunity
18 A T T H E H E A R T O F C A N C E R C A R E opportunity Market
Slide 19: RC220 market opportunity
RC220 market opportunity A T T H E Annual revenue RC220 H E A R T Annual revenue generic doxorubicin - 20231 cardioprotection + anti-cancer2 O F C A N C E R C A R E US$1.5b US$7b Note: Forecasted revenue reflect a 50% reduction to the physician-stated adoption rate USD$100 base price/cycle for 4 cyc
Slide 20: Use of doxorubicin & other anthracyclines is growing
Use of doxorubicin & other anthracyclines is growing1, 2, 3 A T T H E Annual doses of doxorubicin and other anthracyclines (m)1 H E A R T O F C A N C E R 24.49 22.98 According to Data Bridge Market 21.55 Research, global anthracycline usage is expected to increase by a CAGR C A R E 20.22 18.97 of 6.
Slide 21: Views of key opinion leaders
Views of key opinion leaders A T T H E H E A R T Scope for new It depends how carefully Toxicity is highest in the I am passionate about 9-14% of patients on cardioprotective therapy in you look, but at least first year, but risk of reducing the burden of anthracycline regimens addition to doxorubic
Slide 22: Corporate snapshot
Corporate snapshot A T T H E Race Oncology is an ASX-listed, clinical stage biopharmaceutical company with a dedicated mission to be at the H E A R T heart of cancer care. We are well funded to support our current programs. O F C A N C E R Key Data Race 12-month trading history C A R E ASX code RAC
Slide 23: Race Oncology Board
Race Oncology Board A T T H E H E A R T O F C A N C E R C A R E Dr Daniel Tillett PhD Dr Peter Smith PhD Dr Serge Scrofani PhD MBA Dr Megan Baldwin PhD Managing Director / CEO Executive Chair Non-Executive Director Non-Executive Director • Former CSO and Executive Director • >30 years' experience in
Slide 24: Upcoming milestones
Upcoming milestones First patient treated in Phase 1/2 AML study For CY25 A T T H E File Investigational New Drug (IND) application with US Food H E A R T and Drug Administration for RC220 Additional preclinical results on bisantrene mechanism of action O F C A N C E R Publication of results from Sh
Slide 25: Typical risks in drug development (illustrative)
Typical risks in drug development (illustrative) A T T H E DISCOVERY PRECLINICAL PHASE I PHASE II PHASE III NDA MKT H E A R T Key risks Failure to find Lack of preclinical Toxic in man Lack of efficacy Lack of efficacy, emerging Data O F suitable molecule efficacy or toxicity insufficient C A N C E
Slide 26: Key highlights of Race Oncology
Key highlights of Race Oncology A T T H E H E A R T RC220 – derisked & clinically proven anti- cancer drug offering ~80% chance of success O F - not ~3% common in oncology C A N C E R Solves a real & significant health problem – permanent damage caused by C A R E chemotherapy, increasing due to long
Slide 27: Questions
Questions Race Oncology A T T H E H E A R T O F C A N C E R C A R E 27
Slide 28: Important Notice and Disclaimer
Important Notice and Disclaimer A T T H E The material in this presentation has been prepared by Race Oncology Limited (ACN 149 318 749) (Company). H E A R T THIS IS NOT A PROSPECTUS This presentation is not a prospectus, product disclosure statement or disclosure document for the purposes of the Co
Slide 29: Contact
Contact PETE SMITH Executive Chair JANE LOWE Investor & Media Relations +61 2 8051 3043 +61 411 117 774 peter.smith@raceoncology.com jane.lowe@irdepartment.com.au www.raceoncology.com Authorised for release by the Board ASX: RAC | RACE ONCOLOGY LIMITED | ABN 61 149 318 749