Shield Therapeutics Plc · LSE:STX
Shield Therapeutics — Investor Presentation (December 2022)
19 slides from Shield Therapeutics's investor presentation, December 2022
Slide 1: Corporate Presentation
Corporate Presentation December 2022
Slide 2: Disclaimer
Disclaimer These slides have been prepared by Shield Therapeutics plc (the "Company") solely for your information and for use at a presentation for the purpose of providing background information on the Company, its business and the industry in which it operates. For the purposes of this notice, "pr
Slide 3: Collaborative Sales Agreement Mission: Make Accrufer the Oral Iron of Choice
COLLABORATIVE SALES AGREEMENT MISSION TO MAKE ACCRUFER® THE ORAL IRON OF CHOICE Page 3
Slide 4: Combined Resources Drive Upside for Shield
Combined Resources Drive Upside for Shield Validation Increase of Decrease Accrufer® Decrease Oral Iron Time to Adoption Capital Market Positive and Needs and Cash Flow Revenues Accrufer® Page 4
Slide 5: Pathway to Drive Accrufer Growth in Partnership with Viatris
Pathway to Drive Accrufer® Growth in Partnership with Viatris • Shield signs Collaborative Sales Agreement with Viatris, a global healthcare Collaborative Sales company to accelerate US sales of Accrufer® Partnership with • Viatris is >US$13B market capitalisation company with US$17.8B of sales • Sh
Slide 6: A Market Ripe for Innovative Disruption
A Market Ripe for Innovative Disruption ~20 MILLION* Large, defined market: Estimated number of individuals with anemia in the US ▪ ~20M patients with anemia, actively diagnosed & treated* ▪ 13.4M prescriptions per year, majority OTC iron ▪ Total available US market opportunity of US$2.3B 80% of pre
Slide 7: Accrufer designed to Deliver Effectiveness with Tolerability
Accrufer® designed to Deliver Effectiveness with Tolerability Accrufer®1,2 GI Adverse Reactions Pooled From Pivotal Trials1 Maltol 25 Ferric Maltol (N=175) Ferric iron 20 Placebo (N=120) % of Subjects 15 10 5 0 Accrufer® acts here Proprietary Accrufer® maltol formulation and unique MOA delivers a to
Slide 8: Market Disruption Leads to Significant Revenue Opportunity for Accrufer
Market Disruption Leads to Significant Revenue Opportunity for Accrufer® Key Assumptions Oral Iron Therapy: 13.4M Rx (2021, US) TotalAvailable US Market Opportunity: 3 US$2.3B Initial Accrufer® Target: WAC Price = US$515/mo Est. GTN1 = 50% Estimated Covered Payor Market = 66% of Commercial and Medic
Slide 9: 2022 Shield Organizational Achievements
2022 Shield Organizational Achievements YTD Progress through Q3’22 50% 15,872 Prescriptions from US$ 2.4M Total Prescriptions Women’s Health HCPs Net Revenues 1,600+ 100M+ First-time Prescribers of Accrufer® Covered lives across Commercial & Medicaid Segments Page 9
Slide 10: Shield Achieving Significant Growth in Accrufer Prescription Demand
Shield Achieving Significant Growth in Accrufer® Prescription Demand TRX’s Expected to Increase by ~100% in H2’22 over H1’22 10,000 Prescriptions by 9,000 Specialty [YTD 2022] 8,000 8% 7,000 6,000 49% 5,000 43% 4,000 3,000 2,000 Women's Health General Practitioners 1,000 Other 0 Q3'21 Q4'21 Q1'22 Q2
Slide 11: 100M or ~40% of Eligible Lives Now have Coverage for Accrufer
100M or ~40% of Eligible Lives Now have Coverage for Accrufer® Commercial Plans Medicaid Plans Connecticut Florida Georgia Indiana Illinois Kentucky North Carolina Texas Page 11
Slide 12: High Performance Executive and Commercial Leadership Team
High Performance Executive and Commercial Leadership Team Poised for Success, Building on Experience with over 30 Products Launches Greg Madison José Menoyo MD Todd Hayes Christiana Cioffi Lorraine Nemyier Michael Cody Chief Executive Officer Chief Medical Officer Head of Sales Head of Marketing Hea
Slide 13: Key Drivers to Accelerate US Accrufer Growth
Key Drivers to Accelerate US Accrufer® Growth Field Force Expansion Amplify Digital Strategy Expand Market Access & & Marketing Initiatives Distribution Page 13
Slide 14: Ultimate Benefits to Shield and Accrufer of Viatris Partnership
Ultimate Benefits to Shield and Accrufer® of Viatris Partnership Shield Today Shield & Viatris Ultimate Benefits ▪ 30-person contracted sales ▪ 100-person in-house sales ▪ Increase number of HCPs to team team (50 from each) call on, increase number of ▪ 3,500 targeted HCPs ▪ 12,000+ targeted HCPs in
Slide 15: Full Sales Deployment Drives Potential for Accrufer Adoption
Full Sales Deployment Drives Potential for Accrufer® Adoption January 2023 April 4.3% Market Share* 100 Sales Representatives 2.9% Onboarding Deployment Market & End of April ‘23 Share* Recruitment Additional Training Sales Representatives 1.1% Market Share* FY'23 [Est.] FY'24 [Est.] FY'25 [Est.] Pa
Slide 16: Potential for Significant Free Cash Flow
Potential for Significant Free Cash Flow US Net Product Revenue Potential of US$150M+ by FY 2025, assuming: • 550,000 to 600,000 annual prescriptions in US with 100-person sales team • Average US gross to net (GTN) discount about 50%, resulting in average net sales price of US$260-280 per prescripti
Slide 17: The Accrufer Opportunity
The Accrufer® Opportunity Large US Defined Market FDA Approved Potential Collaborative Sales Best in Class Solution Partnership ~20M individuals with anemia1 Increase Accrufer® adoption and revenues Accrufer®, an FDA approved therapy, 13.4M annual oral iron prescriptions (OTC) oral iron solution w/m
Slide 18: Collaborative Sales Agreement Mission: Make Accrufer the Oral Iron of Choice
COLLABORATIVE SALES AGREEMENT MISSION TO MAKE ACCRUFER® THE ORAL IRON OF CHOICE Page 18
Slide 19: Thank You!
Thank You! Greg Madison – Chief Executive Officer Hans-Peter Rudolf – Chief Financial Officer José Menoyo, MD – Chief Medical Officer
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