Poolbeg Pharma Plc · LSE:POLB
Poolbeg Pharma — Investor Presentation (May 2025)
29 slides from Poolbeg Pharma's investor presentation, May 2025
Slide 1: Company Presentation
Company Presentation May 2025 AIM: POLB
Slide 2: Disclaimer
Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”). Reliance on this presentation for the purpose of engaging
Slide 3: Investment Highlights
Investment Highlights Highly Experienced Team with Proven Track Record High Value Programmes Targeting Critical Unmet Medical Needs Diversified Pipeline Programmes with Multiple Shots on Goal Focused on Partnering to Minimise Cost & Accelerate Development Pipeline Multiple Near-Term Value Inflection
Slide 4: High Value Pipeline Programmes
High Value Pipeline Programmes Multiple near-term value inflection points – positioned well for partnering Upcoming Expected Product Modality Indication Preclinical Phase 1 Phase 2 Phase 3 Clinical Milestones Proposed Phase 2a Cancer anticipated to commence p38 MAPK later this year POLB 001 Immuno
Slide 5: POLB 001
POLB 001 Potentially breakthrough orally delivered p38 MAPK inhibitor to prevent cancer immunotherapy-induced CRS 5
Slide 6: Cancer Immunotherapy-induced CRS is a High Unmet Need
Cancer Immunotherapy-induced CRS is a High Unmet Need Effective preventative therapy represents a >US$10B market opportunity Cytokine Release Syndrome (CRS) Effective preventative therapy represents a A severe, potentially life-threatening side >US$10B market opportunity4 effect of cancer immunother
Slide 7: Potential to Make Cancer Immunotherapies Safer & More Accessible
Potential to Make Cancer Immunotherapies Safer & More Accessible POLB 001 Overview Strong Preclinical & Clinical Data • Potent and selective p38 MAPK inhibitor • Phase 2 ready • Oral drug • Effectively prevented CRS in humanised mouse model* • Excellent safety and tolerability profile • Potent TNF-α
Slide 8: POLB 001 has Progressed Rapidly into Oncology
POLB 001 has Progressed Rapidly into Oncology From concept to validated preclinical data in 12 months; Phase 2 ready in just 24 months 2023 2024 Today • Strategic expansion of POLB 001 into • >US$10B market opportunity confirmed • Phase 2 ready – key value inflection point oncology as a CRS preventa
Slide 9: POLB 001 Prevented CRS in Humanised Mouse Model
POLB 001 Prevented CRS in Humanised Mouse Model Highly effective and superior to a TNF-α antibody in a gold standard model of CRS ASH ‘24 Study Design Study Groups BID POLB 001 dosing No CRS Control CRS Control Day 0 1 2 3 4 5 6 7 8 9 10 POLB 001 Low αCD28 POLB 001 Medium Humanization & tumour induc
Slide 10: LPS Human Challenge – Potent Inhibition of Excessive Inflammation
LPS Human Challenge – Potent Inhibition of Excessive Inflammation Positive data supports the potential of POLB 001 to effectively prevent CRS ASH ‘23 Trial design Results - TNF-α Results - IL-6 LPS IV Day 4 Day 6 Single ID Single IV dose LPS dose LPS Day 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 D1 to D7 P
Slide 11: Significant Market Opportunity in a Rapidly Growing Field
Significant Market Opportunity in a Rapidly Growing Field Cytokine Release Syndrome is a major issue and rate limiting in delivering cancer immunotherapies Bispecific Antibodies & CAR T Therapies1,2,3 $120bn c. US$120B Growth • Bispecific antibody and CAR T therapy market expected to grow exponentia
Slide 12: CRS Preventative Therapy: >US$10B US Market Opportunity
CRS Preventative Therapy: >US$10B US Market Opportunity Significant opportunity exists for POLB 001 as CRS preventative for BsAb & CAR T treatment3 1st, 2nd and 3rd line+ MM and DLBCL patients in Addressable MM and DLBCL population by 2030 in the US and EU5 the US and EU5, receive CAR T and bispecif
Slide 13: Potential to Greatly Enhance Uptake of BsAb and CAR T Therapies
Potential to Greatly Enhance Uptake of BsAb and CAR T Therapies Effective prevention of CRS by POLB 001 may enable broader access to cancer immunotherapies ~500,000 Patients Bottleneck * An effective CRS preventative therapy could remove the bottleneck CRS Eligible bispecific antibody / CAR T >US$10
Slide 14: GLP-1 Programme
GLP-1 Programme Oral encapsulated GLP-1R agonist targeting the obesity market 14
Slide 15: Significant Potential for Oral GLP-1 to Claim Market Share
Significant Potential for Oral GLP-1 to Claim Market Share Major shortcomings within currently approved treatment options Large Growing Market • Microencapsulated GLP-1 with targeted gut delivery with potential to improve convenience and bioavailability Economic impact of obesity on US • Potential t
Slide 16: AI Programmes
AI Programmes Transforming unique human challenge trial data into potential clinical assets 16
Slide 17: Human Challenge Data has Attracted Expert AI Collaborators
Human Challenge Data has Attracted Expert AI Collaborators Novel influenza drug targets successfully identified and Successfully identified drugs with potential to combat RSV prioritised with existing clinical data in other indications CytoReason’s Partners OneThree Biotech’s Partners “Human challen
Slide 18: Investment Highlights
Investment Highlights Highly Experienced Team with Proven Track Record High Value Programmes Targeting Critical Unmet Medical Needs Diversified Pipeline Programmes with Multiple Shots on Goal Focused on Partnering to Minimise Cost & Accelerate Development Pipeline Multiple Near-Term Value Inflection
Slide 19: Appendix
1 POOLBEG PHARMA Appendix
Slide 20: Leadership Team with Record of Delivering Value
Leadership Team with Record of Delivering Value Track record of building successful life-science companies Cathal Friel Jeremy Skillington PhD Ian O’Connell Executive Chairman Chief Executive Officer Chief Financial Officer 20
Slide 21: Board Includes Leading Non-Executive Directors
Board Includes Leading Non-Executive Directors A long history of success in the life sciences industry Prof Luke O’Neill Eddie Gibson Prof Brendan Buckley Non-Executive Director Non-Executive Director Non-Executive Director Co-Founder Inflazome which was acquired Market access expert Former Ch
Slide 22: An Oral p38 MAPK Inhibitor That Selectively Targets Key Inflammatory Path
POLB 001 An Oral p38 MAPK Inhibitor That Selectively Targets Key Inflammatory Path Without Broad Immunosuppression Phase 2 ready asset with a comprehensive pre-clinical and clinical data package Favourable Safety and Tolerability Profile Designed to Prevent Immunotherapy-Induced CRS 97 subjects dose
Slide 23: Potent and Selective Inhibition of p38 MAPK Signalling
POLB 001 Potent and Selective Inhibition of p38 MAPK Signalling Effective target engagement demonstrated in LPS human challenge trial Levels of Phosphorylated p38 MAPK in Circulating Monocytes • POLB 001 was widely distributed • POLB 001 inhibited p38 MAPK activation, direct measurement of activatio
Slide 24: Reduced Key Indicators of LPS-Induced Systemic Inflammation
POLB 001 Reduced Key Indicators of LPS-Induced Systemic Inflammation The reduction of systemic cytokines align with improvement in clinically meaningful endpoints Mean Body Temperature Heart Rate Rise (bpm) C-Reactive Protein (CRP) Placebo 30 mg POLB 001 70 mg POLB 001 150 mg POLB 001 No significant
Slide 25: Grades & Severity of CRS
POLB 001 Grades & Severity of CRS CRS is a common adverse event following CAR T and bispecific antibody treatment CRS Parameter1 Grade 1 Grade 2 Grade 3 Grade 4 Fever Fever ≥ 38°C (not attributable to any other cause). In patients who have CRS then receive antipyretics or anti- cytokine therapy such
Slide 26: POLB 001: Oncology CRS - Regulatory Exclusivity / Patent Timeline
POLB 001 POLB 001: Oncology CRS - Regulatory Exclusivity / Patent Timeline Orphan exclusivity – 10 years* Europe Medical use protection for class of p38 inhibitors – patent application pending SPC TBC Orphan exclusivity – 7 years* Method of treatment protection for class of p38 inhibitors – patent g
Slide 27: POLB 001: Flu & Hypercytokinemia - Regulatory Exclusivity / Patent Timeline
POLB 001 POLB 001: Flu & Hypercytokinemia - Regulatory Exclusivity / Patent Timeline Market Exclusivity – 11 years Orphan exclusivity* – 10 years Europe Medical use protection for class of p38 inhibitors – patent granted, further application pending Market Exclusivity – 5 years Orphan Exclusivity* –
Slide 28: Oral Encapsulated GLP-1 - Regulatory Exclusivity / Patent Timeline
Oral Encapsulated GLP-1 Oral Encapsulated GLP-1 - Regulatory Exclusivity / Patent Timeline Exclusively in-licensed rights – patents granted and further applications pending †* Europe Potential for new patent applications to extend term** Exclusively in-licensed rights – patent granted and further ap
Slide 29: Stay in touch
Stay in touch Listed on the London Stock Exchange, AIM ticker: POLB