Rafael Holdings, Inc. · NYSE:RFL
Rafael — LD Micro Investor Conference 2019
29 slides from Rafael's conference presentation, Dec 10, 2019
Slide 1: Investor Presentation - LD Micro Investor Conference
hs a we & RAFAEL = od Holdings, Inc. NYSE AMERICAN Investor Presentation Holdin es Inc LD Micro Investor Conference ’ , December 10, 2019
Slide 2: Forward Looking Statements
. Forward Looking Statements N This presentation contains forward-looking statements. Statements that are not historical facts are forward-looking statements and such forward-looking statements are statements made pursuant to the Safe Harbor Provisions of the Private Securities Litigation Reform Act
Slide 3: Market Snapshot
. Market Snapshot Industries Real estate, pharmaceuticals EEE Share Price (Market close on December 6, 2019) $20.15 oe eee) Market Capitalization (Market close on December 6, 2019) $318.1 MM [_cetaraiembeaivaeneninmn tae | Property and equipment, net (10/31/2019) $48.6 MM eee eee Book value per shar
Slide 4: Overview
. Overview Rafael Holdings strategic assets include interests in two clinical-stage pharmaceutical companies, an initiative to develop compounds for unmet oncology needs and commercial real estate properties. PHARMACEUTICALS Rafael Holdings invests in companies pursuing breakthrough therapies for so
Slide 5: Rafael Holdings Management
. Rafael Holdings Management Howard Jonas CHAIRMAN and CEO Menachem Ash PRESIDENT AND GENERAL COUNSEL David Polinsky CHIEF FINANCIAL OFFICER Founder of several public companies including Rafael Holdings, IDT Corporation, and Genie Energy Ltd. Chairman of the Board of IDT Corporation, Genie Energy an
Slide 6: Rafael Holdings - Pharmaceuticals | Key Facts
. Rafael Holdings- Pharmaceuticals | Key Facts Rafael Holdings holds stakes in two clinical stage cancer therapeutics companies: Rafael Pharmaceuticals and LipoMedix Rafael Holdings {inclusive of minority interests) has invested $70 million to acquire 51% of Rafael Pharmaceuticals’ outstanding capit
Slide 7: Rafael Pharmaceuticals
. Rafael Pharmaceuticals RAFAEL Pharmaceuticals, Inc. “To Save A Life Is To Save A Universe”
Slide 8: Rafael Pharma | Management Team
" Rafael Pharma | Management Team Sanjeev Luther 25+ years experience in healthcare including specialty pharma, bio-pharma in strategy, BD, alliance, commercialization and operations President & CEO Under his leadership Rafael has made significant progress towards strategy clinical development and b
Slide 9: CPI-613 (devimistat) | A Snapshot
. CPI-613® (devimistat) | A Snapshot ‘ Ongoing Phase Il trials: Pancreatic Cancer, Acute Myeloid Leukemia (AML) * Ongoing Phase | & Il trials: Peripheral T-Cell Lymphoma (PTCL), Burkitt's / High-Grade B- Clinical Trial Status cell Lymphoma, Myelodysplastic Syndromes (MDS) and several other trials in
Slide 10: Pancreatic Cancer | Clinical Results
, Pancreatic Cancer | Clinical Results Comparison with Current Standard of Care (Historical Cohort) in First-line Metastatic Pancreatic Cancer ~~ Median Overall Survival(months) | 19.9 44.4" = _ i gemcitabine gemcitabine+ FOLFIRINOX mFOLFIRINOX nab-paclitaxel + devimistat Objective Response Rate 23.
Slide 11: Relapsed or Refractory Acute Myeloid Leukemia | Clinical Results
" Relapsed or Refractory Acute Myeloid Leukemia | Clinical Results Comparison with Current Standard of Care (Historical Cohort) in Relapsed or Refractory Acute Myeloid Leukemia (AML) Elderly Patient Population (2 60 Years) Historical Cohort Combined Data* devimistat devimistat ° A oa oe efi Bena Hig
Slide 12: T-cell Lymphoma & MDS | Clinical Results
. T-cell Lymphoma & MDS | Clinical Results Phase I study of devimistat in combination with bendamustine exhibited significant signal for efficacy bendamustine devimistat + (BENTLY Trial*) bendamustine ORR 50% 75% Median PFS 3.6 Months 6.4, Months *Note: This is an illustrative comparison of clinical
Slide 13: CPI-613 (devimistat) | Ongoing / Upcoming Clinical Trials
= CPI-613® (devimistat)| Ongoing / Upcoming Clinical Trials Solid Tumors Hematological Malignancies devimisat + mFOLFIRINOX devimisat + mFOLFIRINOX devimistat + FOLFOX + bevacizumab devimistat + gemcitabine + nab- paclitaxel devimistat + cytarabine + mitoxantrone devimistat devimistat + hydroxychlor
Slide 14: CPI-613 (devimistat) | Indications in Ongoing Clinical Trials
= CPI-613® (devimistat)| Indications in Ongoing Clinical Trials Step 1 Step 2 Step 3 Step 4 Burkitt’s/High-Grade B-cell Lymphoma/ 3 « 7 Myelodysplastic Other Formulations T-Cell Lymphoma Acute Myeloid Leukemia & Pancreatic Cancer syndrome & Indications Ongoing Phase III reqistrational trials US; Est
Slide 15: Devimistat | Commercial Licensing
. Devimistat | Commercial Licensing 15 Out-licensing agreement with Ono Pharmaceutical, based in Japan, announced in June 2019 Ono previously struck similar licensing deal with BMS on Opdivo Ono acquired exclusive development and commercialization rights in Japan, South Korea, Taiwan and ASEAN Rafae
Slide 16: Rafael Pharma | Key Takeaways
. Rafael Pharma | Key Takeaways Novel and well-tolerated approach to cancer treatment targeting metabolism of cancer cells. IP protected in US, Canada, EU, Israel, Australia and major markets of Asia. 16 a Promising data from early stage clinical trials in 4+ indications including both solid tumors
Slide 17: LipoMedix
. LipoMedix Lip@Medix Holdings, Inc.
Slide 18: LipoMedix | Team
. LipoMedix | Team LipoMedix is led by a deeply experienced Management Committee of the Board of Directors: Sanjeev Luther Chairman Alberto Gabizon Chief Scientist & BOD Praveen Tyle, PhD Board of Directors Miranda J. Toledano Board of Directors 18 25+ years experience in healthcare including spec p
Slide 19: LipoMedix | Clinical Product - Promitil
. LipoMedix | Clinical Product - Promitil® Promotil® is a prodrug delivering Mitomycin-C, a widely used chemotherapeutic agent, administered for various cancers, including breast, stomach, colon, anal, and bladder. Challenges of Mitomycin-C: e §=Quickly cleared - limiting amount reaching tumor e Maj
Slide 20: LipoMedix | Trials
. LipoMedix | Trials 20 “% Initiated a Phase 1b multicenter trial (LIPORAD-2018) of its lead compound Promitil® in combination with external beam radiotherapy in patients with advanced cancer requiring radiotherapy for inoperable primary tumors or metastatic disease. “ ~Promitil® with concurrent che
Slide 21: Barer Institute
. Barer Institute Holdings, Inc.
Slide 22: Barer Institute | Management and Leadership
- Barer Institute | Management and Leadership Howard Jonas CHAIRMAN Ari Landon, PhD DIRECTOR OF THE BARER INSTITUTE Chi Van Dang, MD, PhD CHIEF SCIENTIFIC ADVISOR Richard Axel, MD SCIENTIFIC ADVISORY BOARD. BOARD OF DIRECTORS Josh Rabinowitz, MD, PhD SCIENTIFIC ADVISORY BOARD Sanjeev Luther BOARD OF
Slide 23: Barer Institute | Overview
« Barer Institute | Overview Rafael Holdings has established a wholly owned subsidiary, the Barer Institute, to develop novel compounds for controlling cellular metabolism. The Barer Institute is forming collaborative research agreements with leading scientists in the field of cancer metabolism from
Slide 24: Barer Institute | Strategic Goals
- Barer Institute | Strategic Goals 1. Develop novel compounds focused on controlling cancer metabolism. 2. Discover targetable mechanisms of action through ongoing collaborations with academic institutions. 3. Identify clinically relevant biomarkers and synergies with current portfolio companies. 2
Slide 25: Real Estate
« Real Estate 25 RAFAEL Holdings, Inc.
Slide 26: Real Estate | Portfolio
. Real Estate | Portfolio 26 Rafael Holdings’ commercial real estate portfolio comprises three properties including the IDT headquarters building in Newark, NJ. Rafael Holdings seeks to realize value from its real estate through a combination of monetization and development. Holdings, Inc
Slide 27: Real Estate | Key Financial Facts
. Real Estate | Key Financial Facts Real estate is unencumbered by a mortgages Rafael’s PP&E of $48.6 million* predominantly reflects buildings, improvements and land -- less accumulated depreciation and amortization. , Upside potential: 76% of Rafael Revenue generated by Rafael s © Holdings’ commer
Slide 28: Rafael Holdings | Investment Rationale
. Rafael Holdings | Investment Rationale 28 Valuation analysis suggests significant upside potential for Rafael Holdings’ stake in Rafael Pharma with two Phase 3 trials and multiple Phase 1 and 2 trials in progress Experienced management team: Chairman and CEO Howard Jonas has a proven track record
Slide 29: Thank you
. Thank you RAFAEL Holdings, Inc. Rafael Holdings, Inc. CONTACT INFO David Polinsky EMAIL david.polinsky@rafaelholdings.com