Invion Ltd. · ASX:IVX
Invion — Shareholder Meeting (November 2023)
19 slides from Invion's shareholder meeting presentation, Nov 29, 2023
Slide 1: Annual General Meeting
ANNUAL GENERAL MEETING November 2023
Slide 2: Disclaimer
DISCLAIMER The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Invion Limited (Company). In preparing this presenta
Slide 3: Summary: Clinical Inflexion Point
SUMMARY CLINICAL INFLEXION POINT Invion is leading the global research and development of the Next-Generation Photodynamic Therapy (NGPDT) called PhotosoftTM for the treatment of a range of cancers, atherosclerosis and infectious diseases Disease areas: Cancer + atherosclerosis and infectious dise
Slide 4: Background and Development Timeframe
BACKGROUND AND DEVELOPMENT TIMEFRAME PATHWAY TO CLINICAL TRIALS Partnership with PoC 2: Complete Peter Mac regression of TNBC COVID-19 Lockdowns PoC 3: INV043 significantly Potential in improves ICI therapy metastatic cancers INV043 effective against anal cancer SCC in vitro Photosoft destroys Photo
Slide 5: Target Indications and Timeframes
TARGET INDICATIONS AND TIMEFRAMES MULTIPLE CLINICAL TRIALS, MULTIPLE INDICATIONS AND FORMULATIONS DISEASE AREA (CALENDAR YEAR) 2H2023 1H2024 2H2024 1H2025 2H2025 >CY26 CANCER1 Recruitment and Treatment Non-Melanoma Skin Cancers (Topical)2 Adaptive study design Follow up and monitoring Solid Tumour C
Slide 6: Phase 1/2 Non-Melanoma Skin Cancer Trial Design
PHASE 1/2 NON-MELANOMA SKIN CANCER TRIAL DESIGN1 ADAPTIVE DESIGN: SAFETY AND TOLERABILITY, DOSE OPTIMISATION, EFFICACY • Increased Optionality: Open label adaptive trial design (3+3 light dose / dose light interval escalation2) enables flexibility in size and timing, with option for repeat treatment
Slide 7: Lead Cancer Drug Candidate INV043
LEAD CANCER DRUG CANDIDATE INV043 MULTIPLE CANCERS ATTRACTIVE THERAPEUTIC PROFILE Preclinical studies in lead cancer candidate INV043 show: INV043 activity against multiple cancer cell types4 Effective in regressing multiple types of cancer in vivo ~600x greater photoxicity than Talaporfin (widely u
Slide 8: Tumour Regression In Vivo
TUMOUR REGRESSION IN VIVO SIGNIFICANT REGRESSION ON MULTIPLE TUMOUR TYPES • INV043 was used to treat implanted T-cell lymphoma, breast and pancreatic cancers in vivo • Low dose (0.1mg/kg) administered by intra-tumoral injection and laser light applied after 1.5 hours. Treated twice over a 24 hour pe
Slide 9: Potential to Activate an Immune Response
POTENTIAL TO ACTIVATE AN IMMUNE RESPONSE PROTECTIVE IMMUNITY AND ABSCOPAL EFFECT “PDT has the potential to eliminate metastatic and disseminated tumor cells by promoting antitumor immunity”1 PROTECTIVE IMMUNITY ABSCOPAL EFFECT2 NON-IRRADIATED SIDE NON-IRRADIATED SIDE IRRADIATED SIDE IRRADIATED SIDE
Slide 10: Proof of Concept: Immune Checkpoint Inhibitors (ICI)
PROOF OF CONCEPT: IMMUNE CHECKPOINT INHIBITORS (ICI) ADDITIONAL COMMERCIALISATION PATHWAY POTENTIAL • Immune checkpoint inhibitors are widely used for the treatment of lung cancer and melanoma. However, ICI treatments are typically only effective on a small proportion of patients • Proof of Concept
Slide 11: Non-Melanoma Skin Cancer (NMSC)
NON-MELANOMA SKIN CANCER (NMSC) THE WORLD’S MOST COMMON CANCER : SKIN CANCER4 Australia: Highest skin cancer incidence globally2 Skin (NMSC) Melanoma NMSC: Incidence rates ~1% (2020)2 per 100,000 SCC Others 150 114.9 ~19% ~1% 100 64.4 50 16 BCC 1.5 SQUAMOUS- CELL CARCINOMA 0 ~79% Non-Melanoma Skin C
Slide 12: Evaluating NMSC Therapies
EVALUATING NMSC THERAPIES1 IVX-PDT – POTENTIAL TO DISPLACE STANDARD OF CARE Skin (NMSC) GOOD Metvix/ALA IVX-PDT More Pain/ Discomfort) COSMETIC RESULT Cryosurgery Mohs Surgery Curettage & Electrodessication Less Pain/ Discomfort Excisional Surgery POOR FAIR EFFECTIVENESS GOOD 12 Based on management
Slide 13: Anogenital Cancers
ANOGENITAL CANCERS A RARE GROUP OF CANCERS ANAL CANCER Combined 5-Yr Prevalence Worldwide2: 380,000 Anogenital 50,000 45,000 36,000 19,000 VULVAR CANCER PENILE CANCER 17,000 13,000 ANAL CANCER PENILE CANCER VULVAR CANCER Incidence, 2020 Mortality, 2020 EPIDEMIOLOGY AND RISK FACTORS1 UNMET MEDICAL NE
Slide 14: Broad-Spectrum Anti-Microbial Potential
BROAD-SPECTRUM ANTI-MICROBIAL POTENTIAL POSSIBILITY FOR SEVERAL ANTIMICROBIAL TREATMENTS – INCLUDING ORAL “Antimicrobial resistance (AMR) is one of the top 10 threats facing humanity” World Health Organisation1 Leading Institutions: Viroclinics conducted virus SARS-CoV-2: Omicron tests & ACARE (Univ
Slide 15: Oral Microbial Diseases
ORAL MICROBIAL DISEASES GLOBALLY 3.5B PEOPLE SUFFER FROM A FORM OF ORAL DISEASES1 COMMON ORAL MICROBIAL DISEASES4 BACTERIAL VIRAL FUNGAL • Dental Caries • Herpetic • Oral Thrush • Periodontitis gingivostomatitis (Candida infection) Silent epidemic: Affects >50% of 90% of world population is Globally
Slide 16: New Market Opportunities
NEW MARKET OPPORTUNITIES EXPANDED TERRITORIES AND NEW DISEASE AREAS Invion’s exclusive territories give access to markets with >3 billion people Cancer Remains primary focus for Invion’s clinical development Australia and New Zealand Territory Expanded Territories in Asia Pacific (ex-Greater China,
Slide 17: Experienced Team
EXPERIENCED TEAM THE RIGHT EXPERTISE FOR SUCCESS THIAN CHEW SCOTT CARPENTER EXECUTIVE CHAIRMAN & CEO PROGRAM DIRECTOR • Managing Partner, Polar Ventures • Director Business Development, Starpharma • Executive Director, Goldman Sachs • Program Manager, AusBiotech • Director, KPMG Consulting, Senior M
Slide 18: Market Overview
1-Year Price and Volume MARKET OVERVIEW $0.007 (@ 28 November 2023) Market Cap A$45m Clinical-stage life Source: Market Index sciences company developing the Focus PhotosoftTM technology as Top 10 Shareholders % a treatment for a range of diseases including POLAR VENTURES LIMITED 8.49 cancers BNP PA
Slide 19: Invion
INVION