Imagion Biosystems Ltd. · ASX:IBX
Imagion Biosystems — Investor Presentation (November 2023)
21 slides from Imagion Biosystems's investor presentation, Nov 13, 2023
Slide 1: Changing the Way We Look at Cancer
CHANGING THE WAY WE LOOK AT CANCER IM A GION B IOS Y ST E MS A S X : IB X E GM 1 3 NOV E M B E R 2 0 2 3 1
Slide 2: Forward-looking Statements
Forward-looking Statements This investor presentation (Presentation) has been prepared by Imagion Biosystems Limited (Imagion or the Company). This presentation does not constitute or form part of, and should not be construed as, an offer, solicitation or invitation to subscribe for, underwrite or o
Slide 3: Executive Summary
Executive Summary Imagion Biosystems, Ltd. • 1st-mover expanding biomedical access and ASX: IBX application impact of SPIONs (superparamagnetic iron oxide nanoparticles) Imagion is delivering • MagSense® technology improves clinicians’ ability molecular spatial to visualize tumors and metastases wit
Slide 4: MagSense - Molecularly Targeted Magnetism
MagSense® - Molecularly Targeted Magnetism Versatile synthesis platform enables Superparamagnetic Iron Oxide biomedical application diversity Nanoparticles (SPIONs) • Positive and negative MRI contrast • Therapeutic hyperthermia (e.g., tumor ablation) • Nanoparticle-based vaccines Tunable polymer co
Slide 5: How MagSense Works
How MagSense® Works MagSense® nanoparticles are directed to the tumor and ‘sense’ MRI magnetism on tumor binding 01. Inject 02. Target 03. Bind 04. Clear Single, low-dose MagSense® Tumor binding makes MagSense® nanoparticles MagSense® imaging nanoparticles are MagSense® are safely cleared by the age
Slide 6: Molecular MRI Changes the Way We Look at Cancer
Molecular MRI Changes the Way We Look at Cancer Diagnostic imaging is fundamental in precision oncology X-Ray Ultrasound MRI PET CT Effective screening Cost-effective staging Good visualization of Best soft-tissue High sensitivity to show "hot spots" of activity bones, organs and blood resolution Po
Slide 7: MagSense HER2 Imaging Agent
02 MagSense HER2 Imaging Agent ® 7
Slide 8: MagSense HER2 Imaging Agent
Pre-dose MagSense® HER2 Imaging Agent Changing the way we look at HER2+ Breast Cancer • Detection of nodal metastases in HER2+ breast cancer • Safe & well-tolerated in 13 patient Phase 1 trial (enrollment completed July, 2023) • 3 patients no / limited lymph drainage • 2 patients excess MRI suscepti
Slide 9: MagSense Molecular MRI Makes the Difference
MagSense® Molecular MRI Makes the Difference Homogeneous Hypointensity Heterogeneous Hypointensity by Normal Lymph Nodes in Suspicious Lymph Nodes Predose Predose Enlarged, ovoid Enlarged axillary axillary lymph node lymph node with replacement of the normal fatty hilum Tumor Involved? Tumor Involve
Slide 10: MagSense Fits Clinical Workflows
MagSense® Fits Clinical Workflows MagSense® delivers molecular discrimination with conventional MRI instruments 1 2 3 4 Clinical assessment MagSense® nanoparticle MRI detects change in Physician sees molecular identifies need for test imaging agent given to image contrast from image signature if tum
Slide 11: Imagion's Approach
02 Imagion’s Approach 11
Slide 12: Market Fundamentals & Momentum Support MagSense
Market Fundamentals & Momentum Support MagSense® • Increasing chronic disease incidence • Accelerating Neurovascular & Cardiovascular applications • Rising cancer incidence • Global cancer burden grew 26% last decade1 • By 2030: ~22M New Cancer Diagnoses & ~13M Cancer Deaths2 • Precision oncology pr
Slide 13: MagSense: Imagion's Compelling Investment Thesis
MagSense®: Imagion’s Compelling Investment Thesis • GE, Bayer, & Bracco dominate imaging contrast media Contrast Media Market market Global Share (%), by Company • Highly consolidated market ripe for disruption • Molecular imaging subsector is most dynamic and driving growth • Accelerating approvals
Slide 14: Differentiated in Consolidating Competitive Landscape
Differentiated in Consolidating Competitive Landscape Private / Public: NASDAQ: GEHC OTC: BAYRY Private; ~$1.4B ‘22 Euronext: GBT NASDAQ: LNTH Private; ~$68M Rev ASX: IBX Mkt Cap $29.5B Mkt Cap $52.9B Mkt Cap Revenue; 3450 FTEs €258M Mkt Cap $4.5B Mkt Cap 2021 $15M Mkt Cap XR, XR-fluoro, CT, MRI, MR
Slide 15: MagSense Molecular MRI: Transforming Precision Oncology
MagSense® Molecular MRI: Transforming Precision Oncology 15
Slide 16: Building Imagion's Business
02 Building Imagion’s Business 16
Slide 17: Approaching MagSense Partnerships
Approaching MagSense® Partnerships • Niche-leading incumbents continue making attractive deals for differentiated clinical-stage assets • Upfronts: <$1M to >$30M • Clinical and Regulatory Milestones • Sales Milestones & up to double-digit Royalties • MagSense® products are disruptive - enabling Mole
Slide 18: SPIONs: Core of Capital-efficient Business Model
SPIONs: Core of Capital-efficient Business Model 18
Slide 19: Investment Highlights
Key Initial Clinical Milestones Achieved + MSHZIA safe and well tolerated in Phase | study + Successful pre-IND with US FDA Q1:24 IND Submission Investment Highlights Differentiated Molecular MRI Product Pipeline « First 3 products address $4-5B markets for non- invasive detection of cancers + Reduc
Slide 20: Experienced Board & Management
Experienced Board & Management Commercially focused team with deep industry & clinical experience ISAAC BRIGHT, MD GEOFF HOLLIS MARIE ZHANG, PH.D. ROBERT PROULX CHIEF EXECUTIVE OFFICER CFO & COSEC VP RESEARCH & DEVELOPMENT NON-EXECUTIVE CHAIRMAN • >20 years entrepreneur & VC • ASX experienced CFO •
Slide 21: Isaac J. Bright, MD
Presented by: Isaac J. Bright, MD Chief Executive Officer Isaac.bright@imagionbio.com imagionbiosystems.com ASX:IBX 21
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