Zelira Therapeutics Ltd. · ASX:ZLD
Zelira Therapeutics — Non-Deal Roadshow (November 2019)
27 slides from Zelira Therapeutics's roadshow presentation, Nov 25, 2019
Slide 1: Zelira Therapeutics: Creating the Leading Global Integrated Medicinal Cannabis Company
For personal use only ZELIRA THERAPEUTICS CREATING THE LEADING GLOBAL INTEGRATED MEDICINAL CANNABIS COMPANY ASX: ZLD OTCQB: ZLDAF WWW. Z E L D A T H E R A P E U T I C S . C O M
Slide 2: Disclaimer & Important Notice
DISCLAIMER & IMPORTANT NOTICE For personal use only Disclaimer This presentation has been prepared by Zelda Therapeutics Ltd ACN 103 782 378 (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Comp
Slide 3: Zelda + Ilera = Zelira Therapeutics
ZELDA + ILERA = ZELIRA THERAPEUTICS For personal use only • Creates globally integrated company to develop clinically validated cannabis medical products • US, Australia and EU footprint to access the largest, most profitable & fastest growing cannabis markets • A leading pipeline of products in cli
Slide 4: Zelira: Product Value Drivers
ZELIRA: PRODUCT VALUE DRIVERS For personal use only • Three ongoing clinical trials with near-term milestones • PHASE II Insomnia Trial (Sleep Centre, University of Western Australia) – Reports Q1, 2020 • PHASE 1B Opioid Reduction Trial (St Vincent’s Hospital, Melbourne) – Reports Q4, 2019 • OBSERVA
Slide 5: Zelira: Commercial Value Drivers
ZELIRA: COMMERCIAL VALUE DRIVERS For personal use only • US operations and partnership with Ilera Healthcare/TerrAscend and Ilera Holistic to access North America • Distribution agreements to access fastest growing markets in Australia, Germany & UK • Manufacturing agreement with HAPA pharm BV to su
Slide 6: Commercialization Strategy
For personal use only COMMERCIALIZATION STRATEGY 6
Slide 7: Medicinal Cannabis: Accelerated Path to Market
MEDICINAL CANNABIS: ACCELERATED PATH TO MARKET For personal use only Conventional Pharmaceutical Development Path 10 years to market, $1 Billion-expensive medicine Preclinical Clinical (Phase 1, 2 3) Registration Market Revenue starts $$ Emerging Market for Unregistered Cannabis Medicines Legal, saf
Slide 8: Differentiated Commercialization Model
DIFFERENTIATED COMMERCIALIZATION MODEL For personal use only License or partner with leading Design key pre-clinical Value Adding and clinical studies Pharma/Biotech or distribution partner • Clinically validated Attracts Price Revenues from Global • Proprietary formulations Premium Distribution/Lic
Slide 9: Zelira's Commercialization Strategy - USA
ZELIRA’S COMMERCIALIZATION STRATEGY - USA For personal use only Licensing (IP) Target MSO’s focused on medicinal cannabis Access 4M patients1 • Novel virtual distribution strategy to accelerate access to entire US market • License products, IP, technical and clinical dossiers • Access to premium val
Slide 10: Zelira's Commercialization Strategy (Ex-USA)
ZELIRA’S COMMERCIALIZATION STRATEGY (EX-USA) For personal use only Distribution/Licensing - >50K registered patients - Patient costs are reimbursable - Av patient spend €23/day Manufacturing - 50K registered patients by 2020 - Fastest growing global MC market - Emerging market - >300K registered pat
Slide 11: How Are We Different?
For personal use only HOW ARE WE DIFFERENT? 11
Slide 12: Focus on Current Patient Needs = Large Addressable Market
FOCUS ON CURRENT PATIENT NEEDS For personal use only = LARGE ADDRESSABLE MARKET Sleep Insomnia Anxiety Autism Pain Nausea Opioid Reduction Hope® Chronic Pain Inflammatory Skin Disorders Most common reasons patients use medicinal cannabis1. 1. Lintzeris, N et al., Medical Cannabis in Australia, 2016:
Slide 13: Zelira's Launch, Learn and Develop Model
ZELIRA’S “LAUNCH, LEARN AND DEVELOP” MODEL For personal use only MARKET SURVEY TO IDENTIFY UNMET NEED HIGH QUALITY OBSERVATIONAL PATIENT DATA TRIALS LAUNCH & LEARN CLINICAL TRIALS PATIENT DATA FROM PATIENT RESPONSE DISPENSARIES TO PRODUCT 13
Slide 14: Strategic Focus on Disrupting Traditional Pharma Markets
STRATEGIC FOCUS ON DISRUPTING TRADITIONAL For personal use only PHARMA MARKETS DIABETES ONCOLOGY PAIN ~US$330B TOTAL DRUG SPEND IN USA AUTSIM INSOMNIA Estimated annual cannabis substitution cost = $4.86 billion in 2019 (New Frontier Data1 ) Source: https://www.statista.com/statistics/238698/us-healt
Slide 15: Targeted Strategy to Disrupt Pain Market
TARGETED STRATEGY TO DISRUPT PAIN MARKET For personal use only 63% cannabis patients registered for chronic pain1 ~90% report cannabis more effective than standard pain medications1-3 ~85% reduced or stopped OTC or opioid pain medications3 50M CHRONIC 50M CHRONIC PAIN SUFFERERS PAIN SUFFERERS IN US
Slide 16: Expand Pain Market for Cannabis Medicines
EXPAND PAIN MARKET FOR CANNABIS MEDICINES For personal use only • Undertake ‘first-in-class’ clinical trials to validate range of clinical and commercial endpoints including; o Established clinical endpoints for pain o Substitution rates of concomitant pain therapies for cannabis o QALY impact of pr
Slide 17: Dermatology Subsidiary
DERMATOLOGY SUBSIDIARY For personal use only Leverage the recognized brand and expertise of Karyn Grossman MD ( Grossman Dermatology) to formulate and commercialize high quality, differentiated dermatology products for the dermatology subsidiary (currently Ilera Dermatology): • Dr. Grossman has 20%
Slide 18: Strong Intellectual Property Portfolio
STRONG INTELLECTUAL PROPERTY PORTFOLIO For personal use only Patent Priority Date Filing • Seven patent families filed covering: Cancer August 2016 WO2018/023166 - Cancer - Skin Disease (topical) Skin Disease August 2016 WO2018/023164 - Sleep Disorders Sleep Disorders August 2016 WO 2018/023163 - Ca
Slide 19: Zelira's Development Pipeline
ZELIRA’S DEVELOPMENT PIPELINE For personal use only Partners Indication Preclinical Phase 1 Phase 2 Phase 3 Insomnia Market Opioid Reduction Autism Observational Clinical (2019) ZELIRA’S LAUNCH, LEARN & DEVELOP MODEL Launch Market Autism Launched Revenues Aged Disorder (2020) Dermatology (2020) Clin
Slide 20: Zelira's Four Sources of Revenues
ZELIRA’S FOUR SOURCES OF REVENUES For personal use only LAUNCH & DERMATOLOGY CLINICAL TRIALS PHARMA LEARN 20
Slide 21: Corporate
For personal use only 21 CORPORATE
Slide 22: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only FINANCIALS (as at 22 Nov 2019) SHARE PRICE (as at 22 Nov 2019) AUD$ • Share Price $0.067 • 52w Range $0.033 - 0.115 • Current shares on issue 755m • Market Capitalization $51m POST MERGER CAPITAL STRUCTURE1 1. Assuming performance shares issued (fully diluted
Slide 23: Comparative Analysis
COMPARATIVE ANALYSIS C O N F ID E N T IA L . F O R IN T E R N A L R E V IE W ONLY. DO N O T D IS T R IB U T E . For personal use only Market Cap Market Cap Revenue Company Name to Revenue Product & Development Status (USD) (2018) Ratio Approved for Sativex (MS spasticity) and Epidolex (childhood epi
Slide 24: Board of Directors
BOARD OF DIRECTORS For personal use only Osagie Imasogie Dr Oludare Odumosu Dr Richard Hopkins Harry Karelis Jason Peterson Lisa Gray Chairman of the Board CEO & Managing Director USA CEO & Managing Director Vice Chairman of the board Director Director EX-US • Over 30 years in the field of law, • Gl
Slide 25: Scientific Advisory Board
SCIENTIFIC ADVISORY BOARD For personal use only Dr Calvin Johnson Dr Cristina Sanchez Dr Ethan Russo Dr David Casarett Dr Dustin Sulak Dr Michael L Liebman • Former Secretary of Health for • Assistant Professor at • Paediatric and adult neurologist • Prof. of Medicine and a leading • Integrative med
Slide 26: Proposed Transaction Terms
PROPOSED TRANSACTION TERMS For personal use only Zelda agrees to acquire 100% of the issued capital of Ilera Therapeutics. The consideration is: • 113,601,290 fully paid ordinary shares in the Company (Consideration Shares); and • 362,620,322 Class A Performance Rights; and • 362,620,322 Class B Per
Slide 27: Zelira Offers Investors Exposure to a Rapidly Emerging Global Industry
For personal use only ZELIRA THERAPEUTICS OFFERS INVESTORS EXPOSURE TO A RAPIDLY EMERGING GLOBAL INDUSTRY AT VERY ATTRACTIVE VALUATIONS AND SIGNIFICANT VALUE DRIVERS OVER THE NEXT 3-18 MONTHS 27
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