Rhythm Biosciences Limited · ASX:RHY
Rhythm Biosciences — Shareholder Meeting (October 2019)
16 slides from Rhythm Biosciences's shareholder meeting presentation, October 2019
Slide 1: Early detection of colorectal cancer using a simple and low cost blood test
A Medical Diagnostics Technology Company Early detection of colorectal cancer using a simple and low cost blood test AGM presentation October 2019 ASX: RHY © Rhythm Biosciences Ltd. All rights reserved. CONFIDENTIAL
Slide 2: Colorectal Cancer: Introduction
Colorectal Cancer: Introduction Colorectal cancer is the second largest cause of cancer-related deaths in the industrialised world with over 850,000 deaths annually Curable in over 90% of cases if detected early, this drops to around 10% if detected late, once the cancer has spread The current stand
Slide 3: ColoSTAT® by Rhythm Biosciences
ColoSTAT® by Rhythm Biosciences ColoSTAT® A simple, accurate & low cost blood test for early detection of colorectal cancer, suitable for the global mass market ColoSTAT® is An Australian A simple blood Low cost & designed to innovation test using protein patient friendly – detect colorectal pioneer
Slide 4: Market Opportunity – Global screening
Market Opportunity – Global screening Screening compliance & opportunity by market Europe (incl UK) China 19 % 38 % 63 50-74 population Japan 38 USA % 396.6M % 50-74 population 231.2M 321.2M 50-74 population unscreened 50-74 population 93.6M 41.5M 143.4M unscreened 34.7M 25.7M unscreened unscreened
Slide 5: The Issue with FIT: Low Participation
The Issue with FIT: Low Participation Any Pathology lab Everyday GP referral Routine blood draw Diagnostic assessment to GP * Faecal sample in regular post Central Obtain multiple faecal samples, accurately Pathology complete paperwork & ready to post lab Low Suitability: FIT not Low Acceptability:
Slide 6: ColoSTAT® Effectiveness
ColoSTAT® Effectiveness Sensitivity of ColoSTAT® at Specificity of 95% FIT (80ug/g) (91.9% specificity) ColoSTAT (95% specificity) 90.00% 83% 80% 80.00% 73% 74% 71% 70.00% 68% 63% 58% 58% 60.00% 53% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% All stage cancer Stage 1 Stage 2 Stage 3 Stage 4 Fung et al.
Slide 7: ColoSTAT's® Competitive Advantage
ColoSTAT’s® Competitive Advantage Rhythm Faecal Immunochemical Test (FIT) Patient Preference Patient Preference Accuracy Accuracy Early Stage Detection Early Stage Detection Affordability Affordability Simple Process Simple Process Opportunistic Screening* Opportunistic Screening* ColoSTAT’s® combin
Slide 8: Competitive Landscape – ColoSTAT's® Unique Advantage
Competitive Landscape – ColoSTAT’s® Unique Advantage Blood based Colo Epigenomics STAT® Epi proColon® Novigenix Volition Rx ~$17m Colox® Nu.q™ private ~$220m Clinical ~$107m Genomics Colvera™ Market capitalisation of existing companies >$100m with blood based screening products private APPROACH Exac
Slide 9: Potential ColoSTAT® Market
Potential ColoSTAT ® Market $4.68bn $11.56bn $336.5m $19.83bn $2.08bn (Patient/market share 50-74-year olds) Market Penetration 75% $3.51bn $8.67bn $252.4m $14.87bn $1.56bn $28.86bn 50% $2.34bn $5.78bn $168.2m $9.91bn $1.04bn $19.24bn 25% $1.17bn $2.89bn $84.13m $4.96bn $519m $9.62 bn US EU AU CHN J
Slide 10: Path to Market
Path to Market RHY simple, accurate, low cost blood test will fill a unique space in the mass screening market Research & IVD kit Regulatory Market entry Reagent Clinical trial Europe, development development & submissions (case/control studies development (Study 7) Australia, USA production (Europe
Slide 11: Go to Market Options
Go to Market Options Multiple avenues & market segments reduce risk and support a flexible and scalable business model National Screening Program/MBS Reimbursed National Secondary Triage Screening Triage • With its effectiveness & • affordability, ColoSTAT® is Markets As a transition, ColoSTAT® can
Slide 12: Key Achievements 2019
Key Achievements 2019 ✓ Progressed key lead biomarker development ✓ Commenced clinical trial recruitment (Study 7) ✓ ISO13485 Quality Certification achieved ✓ Advanced reagent development program ✓ Advanced kit development program ✓ Commenced manufacturer selection process ✓ Strong management & boar
Slide 13: Key Milestones – 2020
Key Milestones – 2020 ✓Test optimisation on track for completion early-mid 2020 ✓Reagent and test kit development on track for completion mid 2020 ✓Series of analytical & de-risking tests (Study 6) on track for completion mid-late 2020 ✓Clinical trial on track for recruitment completion mid 2020 ✓Re
Slide 14: Summary Significant Opportunity
Summary 1 Significant Opportunity Mass screening market worth $38+bn pa for people aged 50-74 in the US, EU, CH, JP & AU. Market wants change 2 Sound technology 13+ years of research & testing pioneered by CSIRO* giving confidence in the biomarkers selected 3 Simple Business Model ColoSTAT® test int
Slide 15: Thank you
Glenn Gilbert CEO, Rhythm Biosciences glenn.gilbert@rhythmbio.com Thank you www.rhythmbio.com © Rhythm Biosciences Ltd. All rights reserved. CONFIDENTIAL 15
Slide 16: Disclaimer
Disclaimer • This presentation has been prepared by Rhythm Biosciences Limited (Rhythm) and is provided for general information purposes only. No party other than Rhythm has authorised or caused the issue of this document, or takes responsibility for, or makes any statements, representations or unde
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