Zelira Therapeutics Ltd. · ASX:ZLD
Zelira Therapeutics — Shareholder Meeting (November 2019)
24 slides from Zelira Therapeutics's shareholder meeting presentation, Nov 28, 2019
Slide 1: Zelira Therapeutics AGM Presentation 2019
For personal use only ZELIRA THERAPEUTICS CREATING THE LEADING GLOBAL INTEGRATED MEDICINAL CANNABIS COMPANY AGM PRESENTATION 2019 ASX: ZLD OTCQB: ZLDAF WWW. Z E L D A T H E R A P E U T I C S . C O M
Slide 2: Disclaimer & Important Notice
DISCLAIMER & IMPORTANT NOTICE For personal use only Disclaimer This presentation has been prepared by Zelda Therapeutics Ltd ACN 103 782 378 (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Comp
Slide 3: Zelda + Ilera = Zelira Therapeutics
ZELDA + ILERA = ZELIRA THERAPEUTICS For personal use only • Creates globally integrated company to develop clinically validated cannabis medical products • US, Australia and EU footprint to access the largest, most profitable & fastest growing cannabis markets • A leading pipeline of products in cli
Slide 4: Commercialization Strategy
For personal use only COMMERCIALIZATION STRATEGY 4
Slide 5: Medicinal Cannabis: Accelerated Path to Market
MEDICINAL CANNABIS: ACCELERATED PATH TO MARKET For personal use only Conventional Pharmaceutical Development Path 10 years to market, $1 Billion-expensive medicine Preclinical Clinical (Phase 1, 2 3) Registration Market Revenue starts $$ Emerging Market for Unregistered Cannabis Medicines Legal, saf
Slide 6: Differentiated Commercialization Model
DIFFERENTIATED COMMERCIALIZATION MODEL For personal use only License or partner with leading Design key pre-clinical Value Adding and clinical studies Pharma/Biotech or distribution partner • Clinically validated Attracts Price Revenues from Global • Proprietary formulations Premium Distribution/Lic
Slide 7: Zelira's Commercialization Strategy - USA
ZELIRA’S COMMERCIALIZATION STRATEGY - USA For personal use only Licensing (IP) Target MSO’s focused on medicinal cannabis Access 4M patients1 • Novel virtual distribution strategy to accelerate access to entire US market • License products, IP, technical and clinical dossiers • Access to premium val
Slide 8: Zelira's Commercialization Strategy (Ex-USA)
ZELIRA’S COMMERCIALIZATION STRATEGY (EX-USA) For personal use only Distribution/Licensing - >50K registered patients - Patient costs are reimbursable - Av patient spend €23/day Manufacturing - 50K registered patients by 2020 - Fastest growing global MC market - Emerging market - >300K registered pat
Slide 9: How Are We Different?
For personal use only HOW ARE WE DIFFERENT? 9
Slide 10: Focus on Current Patient Needs = Large Addressable Market
FOCUS ON CURRENT PATIENT NEEDS For personal use only = LARGE ADDRESSABLE MARKET Sleep Insomnia Anxiety Autism Pain Nausea Opioid Reduction Hope® Chronic Pain Inflammatory Skin Disorders Most common reasons patients use medicinal cannabis1. 1. Lintzeris, N et al., Medical Cannabis in Australia, 2016:
Slide 11: Zelira's Launch, Learn and Develop Model
ZELIRA’S “LAUNCH, LEARN AND DEVELOP” MODEL For personal use only MARKET SURVEY TO IDENTIFY UNMET NEED HIGH QUALITY OBSERVATIONAL PATIENT DATA TRIALS LAUNCH & LEARN CLINICAL TRIALS PATIENT DATA FROM PATIENT RESPONSE DISPENSARIES TO PRODUCT 11
Slide 12: Strategic Focus on Disrupting Traditional Pharma Markets
STRATEGIC FOCUS ON DISRUPTING TRADITIONAL For personal use only PHARMA MARKETS DIABETES ONCOLOGY PAIN ~US$330B TOTAL DRUG SPEND IN USA AUTSIM INSOMNIA Estimated annual cannabis substitution cost = $4.86 billion in 2019 (New Frontier Data1 ) Source: https://www.statista.com/statistics/238698/us-healt
Slide 13: Targeted Strategy to Disrupt Pain Market
TARGETED STRATEGY TO DISRUPT PAIN MARKET For personal use only 63% cannabis patients registered for chronic pain1 ~90% report cannabis more effective than standard pain medications1-3 ~85% reduced or stopped OTC or opioid pain medications3 50M CHRONIC 50M CHRONIC PAIN SUFFERERS PAIN SUFFERERS IN US
Slide 14: Expand Pain Market for Cannabis Medicines
EXPAND PAIN MARKET FOR CANNABIS MEDICINES For personal use only • Undertake ‘first-in-class’ clinical trials to validate range of clinical and commercial endpoints including; o Established clinical endpoints for pain o Substitution rates of concomitant pain therapies for cannabis o QALY impact of pr
Slide 15: Dermatology Subsidiary
DERMATOLOGY SUBSIDIARY For personal use only Leverage the recognized brand and expertise of Karyn Grossman MD ( Grossman Dermatology) to formulate and commercialize high quality, differentiated dermatology products for the dermatology subsidiary (currently Ilera Dermatology): • Dr. Grossman has 20%
Slide 16: Zelira's Development Pipeline
ZELIRA’S DEVELOPMENT PIPELINE For personal use only Partners Indication Preclinical Phase 1 Phase 2 Phase 3 Insomnia Market Opioid Reduction Autism Observational Clinical (2019) ZELIRA’S LAUNCH, LEARN & DEVELOP MODEL Launch Market Autism Launched Revenues Aged Disorder (2020) Dermatology (2020) Clin
Slide 17: Zelira's Four Sources of Revenues
ZELIRA’S FOUR SOURCES OF REVENUES For personal use only LAUNCH & DERMATOLOGY CLINICAL TRIALS PHARMA LEARN 17
Slide 18: Corporate
For personal use only 18 CORPORATE
Slide 19: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only FINANCIALS (as at 22 Nov 2019) SHARE PRICE (as at 22 Nov 2019) AUD$ • Share Price $0.067 • 52w Range $0.033 - 0.115 • Current shares on issue 755m • Market Capitalization $51m POST MERGER CAPITAL STRUCTURE1 1. Assuming performance shares issued (fully diluted
Slide 20: Comparative Analysis
COMPARATIVE ANALYSIS C O N F ID E N T IA L . F O R IN T E R N A L R E V IE W ONLY. DO N O T D IS T R IB U T E . For personal use only Market Cap Market Cap Revenue Company Name to Revenue Product & Development Status (USD) (2018) Ratio Approved for Sativex (MS spasticity) and Epidolex (childhood epi
Slide 21: Board of Directors
BOARD OF DIRECTORS For personal use only Osagie Imasogie Dr Oludare Odumosu Dr Richard Hopkins Harry Karelis Jason Peterson Lisa Gray Chairman of the Board CEO & Managing Director USA CEO & Managing Director Vice Chairman of the board Director Director EX-US • Over 30 years in the field of law, • Gl
Slide 22: Management
MANAGEMENT For personal use only Dr Richard Hopkins Dr Oludare Odumosu CEO & Managing Director ex-USA CEO & Managing Director USA Dr Deborah Cooper Dr Meghan Thomas Tom Borger Dir. Clinical Ops. Ex-US Manager Operations Ex- US Chief Business Officer US 22
Slide 23: Scientific Advisory Board
SCIENTIFIC ADVISORY BOARD For personal use only Mara Gordon Dr Cristina Sanchez Dr Ethan Russo Dr David Casarett Dr Dustin Sulak Dr Calvin Johnson § Founder and co-founder of • Assistant Professor at • Paediatric and adult neurologist • Prof. of Medicine and a leading • Integrative medicine • Former
Slide 24: Zelira Offers Investors Exposure to a Rapidly Emerging Global Industry
For personal use only ZELIRA THERAPEUTICS OFFERS INVESTORS EXPOSURE TO A RAPIDLY EMERGING GLOBAL INDUSTRY AT VERY ATTRACTIVE VALUATIONS AND SIGNIFICANT VALUE DRIVERS OVER THE NEXT 3-18 MONTHS 24
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