Avacta Group PLC · LSE:AVCT
Avacta — Investor Presentation (February 2022)
23 slides from Avacta's investor presentation, February 2022
Slide 1: Avacta Group plc
TM pre|CISION TM pre|CISION Avacta Group plc Shaping the future of medicine with novel cancer therapies and powerful diagnostics February 2022 © Avacta Group plc 1
Slide 2: Disclaimer: Important Notice
Disclaimer: Important Notice TM pre|CISION No representation or warranty, expressed or implied, is made or given by or on behalf of Avacta Group plc (the “Company” and, together with its subsidiaries and subsidiary undertakings, the “Group”) or any of its directors or any other person as to the accu
Slide 3: Avacta Group plc
Avacta Group plc TM pre|CISION Avacta Group is commercialising its innovative, proprietary Affimer® and pre|CISION™ platforms through two divisions - a clinical stage oncology drug company and a diagnostics division LSE: AVCT Therapeutics Division Diagnostics Division Clinical stage oncology drug In
Slide 4: Senior Leadership Team
Senior Leadership Team pre|CISION TM Dr Eliot Forster Dr Alastair Smith Tony Gardiner Non-Executive Chairman Chief Executive Officer Chief Finance Officer • Over 25 years experience in pharma and • Over 15 years experience as a life • Over 20 years senior financial Biotech. sciences public company C
Slide 5: Investment Highlights
Investment Highlights pre|CISION TM Our Mission is to shape the future of medicine by developing novel cancer therapies and powerful diagnostics using our proprietary Affimer® and pre|CISION™ platforms. Product pipelines based on two proprietary technology platforms: Affimer® and pre|CISIONTM. Signi
Slide 6: Innovative Cancer Therapies
TM pre|CISION Innovative Cancer Therapies © Avacta Group plc 6
Slide 7: preCISION Chemotherapies
preCISION Chemotherapies TM pre|CISION Modification of a chemotherapy with Avacta’s preCISION chemistry leads to tumour specific activation of the drug which limits systemic exposure, and thereby improves safety and therapeutic index Chemotherapy preCISION modified Activation occurs in the chemother
Slide 8: The Benefit to Patients
The Benefit to Patients TM pre|CISION Reducing the side-effects of chemotherapy by tumour-specific activation Standard Chemo Systemic Dosing Chemotherapy Systemic Dosing All organs equally exposed to chemotherapy- The prodrug is expected to be distributed around the body with leads to poor tolerabil
Slide 9: AVA6000 preCISION Pro-doxorubicin
AVA6000 pre|CISIONTM Pro-doxorubicin TM pre|CISION AVA6000 addresses the safety issues of a $1bn generic chemotherapy Targeting of Active Chemotherapy to Tumour Tissue in a Mouse Model Tumour/Heart Ratio ~18:1 Tumour/Heart Ratio ~1:1 Standard Doxorubicin Doxorubicin (AVA6000) (6x higher dose) © Avac
Slide 10: AVA6000 preCISION Pro-doxorubicin: market opportunity
AVA6000 pre|CISIONTM Pro-doxorubicin TM pre|CISION AVA6000 market opportunity • Doxorubicin has been a standard of care treatment for advanced soft tissue sarcoma (ASTS) for 40 years. • Its use is limited by serious dose limiting toxicities such as cardio-toxicity and myelosuppression. • Despite thi
Slide 11: AVA6000 Phase I Design and Update
AVA6000 Phase I Design and Update pre|CISION TM 2020 2021 2022 2023 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 CTA CTA First Pt pK Data First Pt Dosed Last Pt Out Subm. Approve Dosed Cohort 1 (Exp) (Exp) d Phase I Safety & pK Study Approvals & Study Set Up Phase Ia - Dose Escalation Status Phase 1a • Up to si
Slide 12: The Wider preCISION Pro-drug Opportunity
The Wider pre|CISIONTM Pro-drug Opportunity TM pre|CISION pre|CISIONTM can be widely applied to a range of other chemotherapies in a market worth $56.5B with CAGR of 11.50% driven by increased cancer detection rates • Potential to build an extensive pipeline of proprietary, safer, more efficacious p
Slide 13: Affimer Immunotherapies Wholly-owned and Partnered Preclinical Pipeline
Affimer® Immunotherapies Wholly-owned and Partnered Preclinical Pipeline TM pre|CISION PDL1/XT Antagonist Entering preclinical Next-generation Stem Cell AffyXell JV series A • PD1/PDL1 axis Affimer inhibitor. development (09/21) Therapies completed - research phase. • Renewable “off the shelf” mesen
Slide 14: Powerful Diagnostics
TM pre|CISION Powerful Diagnostics © Avacta Group plc 14
Slide 15: Key Healthcare Market Drivers
Key Healthcare Market Drivers TM pre|CISION • Ageing global population and poor lifestyle (e.g. obesity, alcohol misuse) causing rising incidence of chronic diseases • Increasing availability and focus on personalised testing and companion diagnostics • Desire to enable patients to take control of t
Slide 16: Avacta's Unique Affimer Platform
Avacta’s Unique Affimer® Platform TM pre|CISION A novel, proprietary platform for renewable diagnostic reagents • Based on a naturally occurring human protein (stefin A) and engineered to bind to a diagnostic (or therapeutic) target of interest • Simple, cost effective alternative to antibody reagen
Slide 17: Diagnostics Product Strategy
Diagnostics Product Strategy pre|CISION TM Chronic Disease / Treatment Monitoring Infectious Diseases ▪ Cardiac disease (heart failure, AMI, stroke) ▪ Respiratory diseases (including COVID19) ▪ Cancer markers ▪ Sexually transmitted diseases ▪ Diabetes (e.g. HbA1c) ▪ Sepsis/Bloodstream infections ▪ N
Slide 18: AffiDX SARS-CoV-2 Antigen Rapid Test
AffiDX® SARS-CoV-2 Antigen Rapid Test TM pre|CISION A 20 minutes rapid antigen test using anterior nasal sampling INTENDED USE: The Avacta® AffiDX® SARS-CoV-2 antigen lateral flow test is a qualitative in vitro diagnostic (IVD) test to detect SARS-CoV-2 antigen in human anterior nasal swab samples.
Slide 19: AffiDX SARS-CoV-2 Antigen Rapid Test
AffiDX® SARS-CoV-2 Antigen Rapid Test pre|CISION TM Avacta proactively paused sales of the AffiDX antigen test because of the effects of the Omicron variant on performance • AffiDX SARS-CoV-2 antigen lateral flow test CE marked for both professional and consumer use. • Performance with all variants
Slide 20: preCISION
TM pre|CISION © Avacta Group plc 20
Slide 21: Key Financials
Key Financials pre|CISION TM • 31 December year end. • Strong cash position to deliver key diagnostics and therapeutics milestones. • £50m raised in June 2020. • Cash at 31 December 2021 – circa £27m – provides runway into H2 2023. • Cash use focused primarily on therapeutics clinical and pre-clinic
Slide 22: Summary
Summary TM pre|CISION 2020/21 has been a transformational period with the first Affimer® IVD product brought to market and the first preCISION pro-drug clinical trial initiated Therapeutics – the key value driver for the Group in the near term • AVA6000 pro-doxorubicin: First patient dosed in August
Slide 23: Broker and Nominated Adviser
TM pre|CISION Broker and Nominated Adviser Stifel Nicolaus Europe Limited Nicholas Moore / Nick Adams / Fred Walsh / Ben Maddison nicholas.moore@stifel.com ben.maddison@stifel.com nick.adams@stifel.com fred.walsh@stifel.com www.stifel.com Tel: +44 (0) 207 710 7600 FTI Consulting (Financial Media and