Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — Q2 2022 Earnings Presentation
12 slides from Racura Oncology's earnings presentation, Jul 27, 2022
Slide 1: RNA-Directed Therapeutics to Treat Cancer and Protect the Heart
For personal use only RNA-DIRECTED THERAPEUTICS TO TREAT CANCER AND PROTECT THE HEART Quarterly Investor Update Presentation Authorised for release RACE ONCOLOGY LIMITED (ASX:RAC) by Phillip Lynch CEO & MD on July 27, 20221 INVESTOR PRESENTATION
Slide 2: Disclaimer
DISCLAIMER For personal use only Investment in Race Oncology (Race) is subject to investment risk, including possible loss of income and capital invested. Race does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. This presentation is not an
Slide 3: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only ISSUED CAPITAL ASX 24 MONTH PERFORMANCE Shares1 159.5m Options1 13.4m Shareholders2 9,302 MARKET CAPITALISATION Share price1 $2.17 Market value1 $355.7m Cash2 $33.5m Enterprise value $322.2m SIGNIFICANT SHAREHOLDERS Dr Daniel Tillett (Director & CSO) 8.5% Dr
Slide 4: Quarterly Highlights
For personal use only QUARTERLY HIGHLIGHTS RACE ONCOLOGY LIMITED (ASX:RAC) 4 INVESTOR PRESENTATION
Slide 5: Zantrene Clinical Phase 1b - R/R AML Status
1 ZANTRENE® CLINICAL PHASE 1B - R/R AML STATUS For personal use only 2020 Phase 2 trial demonstrated an impressive 40% overall response rate for Zantrene as a single agent in R/R AML1 CURRENT R/R AML PHASE 1B/2 TRIAL • Phase 1b/2 combination study in up to 29 R/R AML patients (NCT04989335) • Regimen
Slide 6: Zantrene Melanoma: Improving Immunotherapy
2 ZANTRENE® MELANOMA & ZANTRENE IMPROVING IMMUNOTHERAPY OPTIMISED For personal use only • One of the most lethal and treatment resistant cancers with 5-year survival rate for advanced melanoma around 25%1 • FTO is overexpressed in ~50% of all metastatic melanomas and inhibition of FTO overcomes immu
Slide 7: Zantrene Melanoma: Synergy with BRAF & MEK Kinase Inhibitors
2 ZANTRENE® MELANOMA & ZANTRENE SYNERGY WITH BRAF & MEK KINASE INHIBITORS OPTIMISED For personal use only • BRAF and MEK inhibitors are effective with many melanomas, but the most patients relapse. PRECLINICAL (CELL & MOUSE) DATA HIGHLIGHTS • Zantrene with BRAF inhibitor (vemurafenib) or MEK inhibit
Slide 8: Zantrene Protects Hearts from Doxorubicin Cardiotoxicity
1 ZANTRENE® ZANTRENE PROTECTS HEARTS FROM DOXORUBICIN CARDIOTOXICITY For personal use only • Zantrene protects the hearts of mice from permanent damage caused by doxorubicin • Heart protection was achieved using higher levels of chemotherapy treatment with no extra general toxicity • Supports future
Slide 9: On Market Share Buyback
ON MARKET SHARE BUYBACK For personal use only • For up to 4 million shares over 12 months • Purchases at Board discretion; at no more than 5% above 5 day VWAP • Allows us to address periods where the share price may not reflect the robust outlook for the company • Committed preclinical and clinical
Slide 10: Summary of Quarterly Financials to June 2022
SUMMARY OF QUARTERLY FINANCIALS TO 30 JUNE 2022 ITEM Current Qtr $A’000 Year to Date (12 months) $A’000 For personal use only R&D (1,329) (4,475) Product manufacturing and operating costs (494) (881) Advertising and marketing (33) (209) Staff costs (139) (524) Admin and corporate (169) (981) Interes
Slide 11: Expected News - 2022
EXPECTED NEWS - 2022 • For personal use only Pre-clinical - in vitro • Updates on AML, breast cancer, multiple myeloma, kidney cancer and cardioprotection • Pre-clinical - in vivo • Animal studies in breast cancer, multiple myeloma and kidney cancer • Animal work assessing cardioprotection from carf
Slide 12: Contact us
For personal use only Contact us: Phil Lynch CEO & MD – phillip.lynch@raceoncology.com Dr Daniel Tillett CSO & Exec Director - daniel.tillett@raceoncology.com RACE ONCOLOGY LIMITED (ASX:RAC) 12 INVESTOR PRESENTATION