Arovella Therapeutics Limited · ASX:ALA
Arovella Therapeutics — Shareholder Meeting (November 2026)
23 slides from Arovella Therapeutics's shareholder meeting presentation, Nov 4, 2026
Slide 1: Annual General Meeting
ASX:ALA Annual General Meeting Wednesday, 4 November 2026
Slide 2: Arovella's Board of Directors
Arovella’s Board of Directors Mr David Williams Dr Nicole Van Der Weerden CHAIRMAN CHIEF EXECUTIVE OFFICER David is one of Australia's best known investment bankers in Dr van der Weerden is an experienced biopharmaceutical pharmaceuticals, medical devices, and in food and executive with more than 15
Slide 3: CEO Address
CEO Address Dr Nicole Van Der Weerden 18
Slide 4: Disclaimer
Disclaimer 1. The information in this presentation does not constitute personal investment advice. 4. Whilst this presentation is based on information from sources which are considered The presentation is not intended to be comprehensive or provide all information reliable, no representation or warr
Slide 5: Key achievements for FY26
Key achievements for FY26 Transformation to a clinical-stage company Structurally differentiated next-generation cell therapy ALA-101 into clinic ALA-105 into development Pipeline expansion • FDA IND accepted • Potent proof-of-concept data • Expanding ALA-101 into • GMP drug product manufactured and
Slide 6: Cell therapy has revolutionised blood cancer treatment
Cell Therapy has revolutionised blood cancer treatment CAR-T therapies have demonstrated curative potential in blood cancers Cure Product Approval Year 2025 Revenue CAR-T cells have demonstrated ability 2022 US$1.9 bil3 to cure haematological 2017 US$1.5 bil4 cancers Strong 2021 US$1.36 bil5 Sales T
Slide 7: CAR-T technology challenges ALA's off-the-shelf solution
CAR-T technology challenges ALA’s off-the-shelf Only treats the patient who supplied the T cells solution: Manufacturing & supply chain costs high, failures T cell can occur Each T cell manufacturing batch is T cells can be compromised T cell patient-specific by disease Limited centres can collect a
Slide 8: CAR-iNKT cells – a differentiated immune cell
CAR-iNKT cells – a differentiated immune cell Potential to overcome core limitations of CAR-T Multiple ways to attack tumours ALLOGENEIC WITHOUT GENE EDITING Off-the-shelf solution; no gene editing required (preserves cell fitness) MULTIPLE WAYS TO KILL CANCER CELLS Reduces the likelihood of antigen
Slide 9: World-class CAR-iNKT manufacturing platform with FDA IND
World-class CAR-iNKT manufacturing platform with FDA IND Semi-automated process suitable for large-scale and late-phase clinical development Arovella Manufacturing Platform Isolate iNKT cells Expand to grow billions of CAR-iNKT cells Collect Healthy Engineer iNKT cells to Vial and freeze Donor Blood
Slide 10: ALA-101 (CAR19-iNKT cells)
ALA-101 (CAR19-iNKT cells) A next generation off-the-shelf cell therapy for CD19 expressing cancers 25
Slide 11: ALA-101: an off-the-shelf solution for CD19+ blood cancers
ALA-101: an off-the-shelf solution for CD19+ blood cancers First-in-human study commenced Validated target with potential for FDA IND accepted for indication expansion CD19+ lymphomas and Possibility to expand into autoimmunity if phase ALA-101 (CD19 CAR-iNKT) 1 trial supports B cell depletion leuka
Slide 12: ALA-101-001 Phase 1 study; Blood Cancer
ALA-101-001 Phase 1 study; Blood Cancer Study population Adults with relapsed/refractory NHL (DLBCL • FL • MZL • MCL) CD19-positive B cell cancers Leukaemia (CLL • HCL) Patient journey 4. On-study follow- 5. Long-term follow- 1. Screening 2. Lymphodepletion 3. ALA-101 infusion Confirm eligibility, d
Slide 13: The autoimmune opportunity for ALA-101
The autoimmune opportunity for ALA-101 CD19 cell therapy is emerging as a new approach to treat autoimmune disease ALA-101 clinical trial The problem in blood cancers Serious autoimmune diseases such as lupus, myositis, stiff person syndrome, generalized myasthenia gravis, and systemic sclerosis, ar
Slide 14: ALA-105 (CLDN18.2 CAR-iNKT)
ALA-105 (CLDN18.2 CAR- iNKT) A clinically validated target that is expressed in several solid tumour types 29
Slide 15: An off-the-shelf solution for solid tumours
An off-the-shelf solution for solid tumours With ALA’s proprietary cytokine armouring Validated target with high unmet need Novel, proprietary Potential to target a broad range of cancers CLDN18.2-targeting CAR ALA-105 (CLDN18.2 CAR-iNKT) Addresses key CAR-T challenges Efficacy – iNKT cells: • nat
Slide 16: CLDN18.2-targeting CAR-iNKT cells are highly potent
CLDN18.2-targeting CAR-iNKT cells are highly potent Complete tumour clearance in gastric cancer animal study Mouse model of advanced gastric cancer Five out of seven (71%) animals treated with the cells survived ALA-105 (CLDN18.2 CAR-iNKT) and showed no sign of tumours after 60-days Cytokine-arm
Slide 17: ALA-105 path to IND filing
ALA-105 path to IND filing File IND with the FDA Complete IND-enabling studies ALA-105 (CLDN18.2 CAR-iNKT) Manufacture GMP CLDN18.2 CAR lentivirus H1 CY227 Process Development to manufacture ALA-105 Expected INTERACT and preIND meetings with FDA KOL engagement and clinical trial Protocol Test CLDN18
Slide 18: Summary: One platform - three value-creation pathways
Summary: One platform - three value-creation pathways Core platform: healthy-donor iNKT cells + modular CAR backbone + scalable manufacturing Blood cancer validation -> autoimmunity expansion -> solid-tumour expansion CD19+ blood CD19+ autoimmune CLDN18.2+ solid cancers disease tumours (ALA-101) (AL
Slide 19: Arovella's expanding pipeline
Arovella’s expanding pipeline ALA-101 ALA-105 Pipeline expansion Upcoming • Preliminary safety and efficacy • Engagement with FDA • Manufacturing scale-up to • Identify priority solid tumour target for pipeline expansion data from phase 1 trial Milestones • Regulatory filings to expand to GMP autoim
Slide 20: Strong Leadership Team
Strong Leadership Team SENIOR MANAGEMENT TEAM Dr Nicole van der Weerden Dr Robson Dossa Dr Michelle Ferguson Jacqueline Cumming CHIEF EXECUTIVE OFFICER VP MANUFACTURING & QUALITY SENIOR DIRECTOR RESEARCH & SENIOR DIRECTOR CLINICAL DEVELOPMENT DEVELOPMENT Drug development, Cell therapy manufacturing
Slide 21: Financial overview
Financial overview Financial Snapshot ASX CODE ALA ALA Price and Volume - 12 Months1 Market capitalisation1 $61.65 million $0.12 Shares on issue 1,208.8 million 40,000,000 52-week low / high $0.047 / $0.100 $0.09 Cash Balance (30 September 2026) $15.6 million2 30,000,000 Major Shareholders $0.06 20,
Slide 22: Thank You
ASX:ALA Thank You Email: investor@arovella.com Mobile: +61 403 468 187 David Williams: dwilliams@kidder.com.au Mobile: +61 414 383 593 Nicole van der Weerden: nvdweerden@arovella.com Mobile: +61 407 039 983
Slide 23: Appendix - references
Appendix - references 1. https://www.businesswire.com/news/home/20250210311887/en/CAR-T-Cell-Therapy-Market-Industry-Trends-and-Global-Forecasts-to-2035-CD19-and-BCMA-Have-Emerged-as-the-Most-Popular- Target-Antigens---ResearchAndMarkets.com 2. Zinzi et al., 2023 Pharmacological Research - 10.1016/j
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