Patrys Limited · ASX:PAB
Patrys — Shareholder Meeting (November 2017)
26 slides from Patrys's shareholder meeting presentation, Nov 23, 2017
Slide 1: Chairman's Address and CEO Presentation at Annual General Meeting
ASX & Media Release Chairman’s Address and CEO Presentation at Annual General Meeting For personal use only Melbourne, Australia; 23 November, 2017: Chairman’s Address At the last Annual General Meeting, which was held shortly after Patrys announced its licensing deal with Yale University, I address
Slide 2: Chairman's Address (continued)
Deoxymabs as both single agents and as adjuncts to chemo- and radiotherapies may have application across a wide range of malignancies such as gliomas, melanomas, prostate, breast, pancreatic and ovarian cancers. For personal use only During the year under review, Patrys has made significant progress
Slide 3: Contact and About Patrys Limited
Chief Executive Officer WE Buchan P: +61 3 9670 3273 P: +61 2 9237 2801 info@patrys.com bwalsh@buchanwe.com.au About Patrys Limited: Based in Melbourne, Australia, Patrys (ASX: PAB) is focused on the development of antibodies as therapies for a For personal use only range of different cancers. Patry
Slide 4: Annual General Meeting 2017
For personal use only Annual General Meeting 2017 Dr James Campbell CEO
Slide 5: Safe Harbour Statement
Safe Harbour Statement For personal use only 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 los
Slide 6: Vision
Vision For personal use only Patrys is a biopharmaceutical company devoted to the development and commercialisation of novel antibody technologies to improve the clinical outcomes for cancer patients CEO Presentation AGM 2017 3
Slide 7: Two platforms, multiple opportunities
Two platforms, multiple opportunities For personal use only • Two Antibody Platforms 1. Deoxymabs – unique positioning at the convergence of two transformative anti-cancer technologies; antibodies and DDR therapies 2. IgMs – completed trials show safety and signals of efficacy, partnered • Different
Slide 8: Development Pipeline
Development Pipeline For personal use only Product Discovery Pre-clinical Phase 1 Phase 2a (Target) PAT-DX1 Licensed from (DNA) Yale University PAT-DX1- Melanoma Licensed from NP Yale University (DNA) Deoxymab Licensed from 5C6 Yale University (DNA) PAT-SC1 Chinese rights (CD55) out-licensed PAT-SM6
Slide 9: Performance Against 2016 AGM Targets
Performance Against 2016 AGM Targets For personal use only ✓ • Completion of in silico design and optimisation of 3E10 ✓ • Pre-clinical testing of multiple Deoxymab 3E10 candidates ✓ • Lead candidate selection for Deoxymab 3E10 program ✓ • Pre-clinical data and publications on Abs and targets ✓ • On
Slide 10: Nexus of two transformative anti-cancer therapies
Nexus of two transformative anti-cancer therapies For personal use only Antibodies (Abs or mAbs) DNA damage response (DDR) • Bind cancer antigens • Uncorrected DNA damage • Various strategies for use can lead to cancer • Used in brain, breast, CLL, • DDR protects cells from colorectal, head and neck
Slide 11: Deoxymab 3E10
Deoxymab 3E10 For personal use only • DeoxyMab 3E10 is a DNA damage response (DDR) therapeutic antibody • First in class with potential synergies with PARP (DDR ) inhibitors • Proven utility as a molecular delivery vehicle • Previous Phase 1 clinical trial in lupus* showed no safety issues • Anti-ca
Slide 12: Novel Mechanism of Action
Novel Mechanism of Action For personal use only 3E10 binds to extracellular DNA then is transported across the plasma membrane via the equilibrative nucleoside transporter (ENT2) pathway 3E10 translocates into the nucleus 3E10 binds to nuclear DNA and inhibits DNA repair CEO Presentation AGM 2017 8
Slide 13: Multiple Development Paths
Multiple Development Paths….. For personal use only Single agent for DNA Conjugated with repair associated nanoparticles for cancers (BRCA- targeted delivery of or PTEN-) chemotherapeutics Enhances efficacy Enhances efficacy of radiation therapy of some chemotherapies CEO Presentation AGM 2017 10
Slide 14: Supported by Strong Pre-clinical Science
…Supported by Strong Pre-clinical Science Pancreatic BRCA2- cancer xenograft Breast cancer xenograft For personal use only 1400 1500 Control 3 3) PBS PBS Tumour volume (mm3) (mm ) 1200 DOX Solution DOX Solution Deoxymab volume(mm 1200 DOX-NPs DOX-NPs 1000 3E10 di-scFv Deoxymab 3E10EN -NPs3E10 EN-NPs
Slide 15: Research Partnered with Yale University
Research Partnered with Yale University • James E. Hansen, MD (Principal Investigator) For personal use only • Assistant Professor, Department of Therapeutic Radiology, Yale School of Medicine • Physician-scientist and practicing radiation oncologist specialising in treatment of cancers of the brain
Slide 16: PAT-DX1 – Humanised Lead Candidate
PAT-DX1 – Humanised Lead Candidate For personal use only • Optimised for efficacy, manufacturability and novelty • Novel IP position • Positive results in multiple pre-clinical studies Kills colon cancer cells that lack key DNA repair enzymes (BRCA2) Active against primary human glioblastoma exp
Slide 17: Recent Pre-clinical Cancer Antibody Deals
Recent Pre-clinical Cancer Antibody Deals For personal use only Checkpoint DR5 regulators: (TRAIL- Bi-specific Anti- Cell- GITR, R2), an Anti-TGF- Ab, GDF15 penetrating OX40, emerging beta MAb alternative MAb alphabodies LAG-3 and cancer to CAR-T TIM-3 target 2015 2016 $620M <$110M $311M $480M $665M
Slide 18: IgM Overview
IgM Overview For personal use only • Body’s first line of defence as part of the innate immune response • Demonstrated anti-tumour activity in both mice and humans • Excellent safety profile in humans • reduced side effects • Combination with existing chemotherapeutic treatments potentially without
Slide 19: Initial Therapeutic Candidate, PAT-SC1 – Out-licensed
Initial Therapeutic Candidate, PAT-SC1 – Out-licensed For personal use only • Hefei Co-source licensed rights to PAT-SC1 for China in 2015 • Hefei currently pursuing CHO cell line development work • Orphan designation by the FDA for use in gastric cancer • No other known clinical products targeting
Slide 20: Experienced Board
Experienced Board For personal use only John Read Chairman • Experienced Chairman and Director in public, private and government organisations • Extensive career in venture capital, private equity and commercialisation • Chairman of CVC Limited (ASX: CVC), previously Eildon Capital Limited (ASX:EDC)
Slide 21: Management Team
Management Team For personal use only Melanie Leydin CFO and Company Secretary • Over 25 years experience in the accounting profession with extensive experience in relation to public company responsibilities, including ASX and ASIC compliance, control and implementation of corporate governance, stat
Slide 22: Scientific Advisory Board
Scientific Advisory Board For personal use only Dr Pamela M. Klein • Medical training, then U.S. National Cancer Institute • Vice President, Development at Genentech, led development of a large portfolio of drugs including all the HER (Herceptin, Tarceva, Perjeta), Apoptosis (antibodies and small mo
Slide 23: Financial Snapshot
Financial Snapshot For personal use only Financial Parameter Measurement ASX: PAB 779 million shares Average daily volume:* 13.3 million shares Market Capitalization:* $15.6 million Cash held:** $1.3 million Net burn rate: $1.3 million in 2016-17 Board of Directors (13.4%) including Significant Stor
Slide 24: Supported by Multiple Potential Assets
Supported by Multiple Potential Assets For personal use only • Federal Government R&D Tax Rebate • Estimated $430k for 2016/17 financial year (lodged, pending determination) • Ongoing insurance claims • Pursuing insurance claims related to the failed manufacturing run of PAT- SM6 in 2014/15 • $1,272
Slide 25: Looking Ahead
Looking Ahead For personal use only • Initiate stable cell line development of PAT-DX1 Q4, 2017 • Ongoing partnering efforts for IgM assets Q4, 2017 • Further results from PAT-DX1 animal models H1, 2018 • Continued in vivo Testing of PAT-DX1 in cancer models H1, 2018 • Select target indication for P
Slide 26: For Further Information
For Further Information For personal use only Contact Details: Dr. James Campbell, Chief Executive Officer and Managing Director Ph: +61 3 9670 3273 Email: info@patrys.com Website: www.patrys.com CEO Presentation AGM 2017 23