Avecho Biotechnology Limited · ASX:AVE
Avecho Biotechnology — Phosphagenics — Non-Deal Roadshow (May 2018)
24 slides from Avecho Biotechnology's roadshow presentation, May 14, 2018
Slide 1: Updated Non-Confidential Investor Presentation for CEO Roadshow
ASX Limited Market Announcements Office Updated Non-Confidential Investor Presentation for CEO Roadshow 14 May 2018, Melbourne: Australian drug delivery company, Phosphagenics Limited (ASX: POH; OTCQX: PPGNY) released today an updated non-confidential investor presentation to accompany the investor
Slide 2: Inherent Risks of Investment in Biotechnology Companies
Inherent Risks of Investment in Biotechnology Companies There are a number of inherent risks associated with the development of pharmaceutical products to a marketable stage. The lengthy clinical trial process is designed to assess the safety and efficacy of a drug prior to commercialisation and a s
Slide 3: Phosphagenics: Non-confidential Investor Presentation
May 2018 Phosphagenics: Non-confidential Investor Presentation www.phosphagenics.com (ASX : POH)
Slide 4: Safe Harbour Statement
Safe Harbour Statement This presentation, and any representations made before, during or after the presentation, may include forward-looking statements that are inherently subject to risks and uncertainties. These statements relate to, but are not limited to: (1) the safety or efficacy of, or potent
Slide 5: Mission
Phosphagenics Innovative biopharmaceutical company headquartered in Australia Mission To become a leading biopharmaceutical company, utilising our TPM® delivery technology to develop innovative therapeutics that address unmet medical needs and enhance patients’ quality of life. 3
Slide 6: A snapshot of Phosphagenics
A snapshot of Phosphagenics • TPM® is a proprietary solubilisation / drug delivery technology combining multiple forms of Vitamin E (protected by 15+ patent Families) • Result of 15+ years R&D and over $100M investment • Pipeline of TPM® injectables with enhanced usability characteristics • TPM® pat
Slide 7: TPM is core to Phosphagenics' portfolio
TPM® is core to Phosphagenics’ portfolio Phosphagenics leverages TPM®’s unique properties, data and broad patent portfolio across multiple lucrative markets Highly versatile Phosphagenics with an excellent invented*, developed, stability and patented and is the Human safety profile Health sole globa
Slide 8: Injectable Portfolio
Injectable Portfolio Pain Portfolio Animal Health Personal Care
Slide 9: Strong Human Health Injectable portfolio strengthened by global partnerships
Phosphagenics has a strong Human Health “Injectable” portfolio strengthened by the benefit of global partnerships The global Injectable Injectables Problems TPM® market is an immense account for with product can overcome opportunity1 more than quality cause important 80% of the 77% of sterile challe
Slide 10: TPM can overcome key challenges for injectable drugs
TPM® can overcome key challenges for injectable drugs CHALLENGES “TPM® targets” • Solubilisation needs complex, toxic or • A safer and more natural excipient allergenic excipients Manufacturing • Unstable formulation needs lyophilisation • Improve stability reducing need to lyophilise • Allows previ
Slide 11: Strong Human Health Injectable portfolio strengthened by global partnerships
Phosphagenics has a strong Human Health “Injectable” portfolio strengthened by the benefit of global partnerships 2004 2011 2016 TPM identified TPM TPM as solubilizer Daptomycin Propofol TPM improves: formulation safety; clarity; tolerability; stability; reconstitution 2018 Azithromycin Lyophilized
Slide 12: Injectable assets are quick to develop and profitable
“Injectable” assets are quick to develop and profitable Review Formulation Stability Toxicology 505b2 POC Clinical Proof of Concept ~12 mths 3 mths ~12 mths 12+ mths 12+ mths Reduced risk / new work required for additional assets Estimated 2030 US Market potential for Current TPM/Injectable Pipeline
Slide 13: Phosphagenics' arbitration with Mylan
Phosphagenics’ arbitration with Mylan Signed agreements with Agila Specialties Private Ltd to develop and market 2011/12: Phosphagenics’ TPM®/Daptomycin injectable 2013: Strides Shasun (STR:IN NATL INDIA) sold Agila to Mylan (MYL (NASDAQ, TASE)) for ~US$1.4B 2016: Phosphagenics filed arbitration in
Slide 14: Board of Directors recommends shareholder return
Board of Directors recommends shareholder return* If Phosphagenics is successful and receives a material payment from Mylan, the Board intends to recommend a return of capital* (after costs): 50% 70% 30% of net cash of net cash Calculation: of net cash proceeds up to + proceeds + proceeds between gr
Slide 15: Pain Portfolio
Injectable Portfolio Pain Portfolio Animal Health Personal Care
Slide 16: Strong Human Health Pain Product portfolio
Phosphagenics has a strong Human Health “Pain Product” portfolio strengthened by the benefit of global partnerships The global Pain market Opioids and Side effects TPM® is also a significant and abuse of can allow NSAIDs opportunity1 oral pain delivery of account for therapeutics pain therapy $62B $
Slide 17: Animal Health
Injectable Portfolio Pain Portfolio Animal Health Personal Care
Slide 18: Strong Animal Health portfolio driven by recent trial data
Phosphagenics has a strong “Animal Health” portfolio driven by recent strong trial data The global Animal Over 250,000 TPM® Use of Feed Additive market is tons/year of antibiotics for significantly a 3rd major vitamins for live weight improve live opportunity1 livestock gain being weight gain/ feed
Slide 19: Personal Care
Injectable Portfolio Pain Portfolio Animal Health Personal Care
Slide 20: Personal Care portfolio with multiple partnerships and recurring revenues
Phosphagenics’ “Personal Care” portfolio has multiple partnerships generating growing recurring revenues Vital ET® and Existing Dataset TPM® are in TPM® more than 100 Demand supports and Vital ET® in cosmetics exceeds10 Vital ET® as Personal Care worldwide tonnes/yr and anti-irritant & provides a pr
Slide 21: Consistent news flow and targeted newsflow over next 12 months
We have delivered consistent substantial news flow and target valuable newsflow over the next 12 months Patch options (2) and R&D Alliance deal (3) with Terumo Human Health Complete 2H 2016 R&D Agreement for new projects with Terumo. Human Health Complete ProPhase Arbitration Decision Personal Care
Slide 22: Phosphagenics is an exciting investment opportunity
Phosphagenics is a exciting investment opportunity Validated TPM® Technology exploited through three businesses • Portfolio including “world first” transdermal opioid patches, gels & injectables Multiple Commercialised Products and consistent annual revenues from partnerships and sales of TPM® & Vit
Slide 23: Experienced Management & Board with strong track record of success
Experienced Management & Board with strong track record of success Greg Collier, Chairman & Independent Director Anna Legg, CFO & Company Secretary • 20+ yrs experience; current CEO Invion (ASX: IVX) • 20+ yrs financial experience; joined • Previous: CEO of ChemGenex (sold to Cephalon Phosphagenics
Slide 24: Key Statistics
www.phosphagenics.com Key Statistics: ASX/OTCQX Code POH/PPGNY (listed 2004) Headquarters Melbourne, Australia Employees 12 Shares ~1.5 billion Contacts Cash $5.4M (18 Jan 2018) Dr Ross Murdoch, CEO & Managing Director Revenue ~$1.2M (2017) rmurdoch@phosphagenics.com Market Cap ~$20M (at $.012/share