Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Non-Deal Roadshow (September 2024)
23 slides from Botanix Pharmaceuticals's roadshow presentation, Sep 24, 2024
Slide 1: Botanix presentation at leading investor conferences and roadshow
24 September 2024 Botanix presentation at leading investor conferences and roadshow Key highlights • Botanix Pharmaceuticals begins a non-deal investor roadshow today and will participate in two leading investor conferences this week • Botanix CEO Dr Howie McKibbon will be a featured presenter at AS
Slide 2: Cautionary Note on Forward-Looking Statements
treat primary axillary hyperhidrosis and presents a novel safe and effective solution for patients who have lacked treatment options for this socially challenging medical condition To learn more please visit: http://www.botanixpharma.com/ For more information, please contact: General enquiries Inves
Slide 3: Botanix Pharmaceuticals September 2024
September For personal use only 2024 W W W .B O TA NI X P H A R M A .C O M Botanix Pharmaceuticals September 2024 www.botanixpharma.com
Slide 4: Botanix overview
Botanix overview For personal use only DERMATOLOGY WORLD CLASS NEW PRODUCT NOW FDA WELL FOCUS TEAM “SOFDRA” APPROVED CAPITALISED New treatments US-based team Sofdra is the first Approved by FDA ~A$79 million at W W W . B O T A N I X P H A R M A . C O M for underserved that have been and only new for
Slide 5: Corporate Overview
Corporate Overview For personal use only ASX: BOT TRADING INFORMATION Share price A$0.39 6-month low / high A$0.19/0.44 W W W . B O T A N I X P H A R M A . C O M Shares outstanding 1,814,037,788 Market Capitalization A$707m Cash A$79m Debt Nil SUBSTANTIAL SHAREHOLDERS Shareholder % Antares Capital 1
Slide 6: Hyperhidrosis
Hyperhidrosis A medical condition where excessive sweating For personal use only occurs beyond what is needed to maintain normal body temperature W W W . B O T A N I X P H A R M A . C O M ❖ Results from overstimulation of the nervous system (a physiological not psychological condition)1 ❖ 90% of axi
Slide 7: Sofdra mechanism of action
Sofdra mechanism of action Binds selectively to the M3-AC receptors in the sweat gland, blocks acetylcholine to inhibit sweat and is rapidly metabolized For personal use only UNTREATED SWEAT GLAND TREATED SWEAT GLAND W W W . B O T A N I X P H A R M A . C O M
Slide 8: Both Phase clinical study co-primary endpoints were highly statistically significant
Both Phase 3 clinical study co-primary endpoints were highly statistically significant POOLED DATA (CARDIGAN I AND II) POOLED DATA (CARDIGAN I AND II) For personal use only ≥2-point improvement in HDSM-Ax-7 GSP change from baseline to from baseline to end of treatment1 end of treatment1 80% Vehicle
Slide 9: Sofdra has a significant opportunity as a new treatment option for hyperhidrosis patients
Sofdra has a significant opportunity as a new treatment option for hyperhidrosis patients No new chemical entities have ever been approved for hyperhidrosis For personal use only OLDER PRESCRIPTION ANTIPERSPIRANTS NEW CHEMICAL ENTITIES PRODUCTS INVASIVE PROCEDURES SURGERY W W W . B O T A N I X P H A
Slide 10: Targeting the patients and the dermatologists in the office and separately accessing the untreated patients
Targeting the patients and the dermatologists in the office and separately accessing the untreated patients For personal use only ~16.1M Hyperhidrosis Patients W W W . B O T A N I X P H A R M A . C O M DIAGNOSED TARGETS NOW HH TARGETS ~7M ~10M Identifying and targeting patients Axillary Hyperhidrosi
Slide 11: Botanix sales force deployment
Botanix sales force deployment Three Regions: Northeast, Central & West (9 per Region) For personal use only W W W . B O T A N I X P H A R M A . C O M Region Reps Northeast 9 Central 9 West 9 9 Source: AlignMix, IQVIA 12m TRx AD Branded Market
Slide 12: Engaging a highly qualified segment of our priority targets
Engaging a highly qualified segment of our priority targets For personal use only Sofdra Patient Experience Program (PEP) ❖ Highly qualified patients selected from the IHhS database will utilize the W W W . B O T A N I X P H A R M A . C O M platform to gain early access to Sofdra PRIORITY ❖ At point
Slide 13: Accessing Sofdra and providing feedback
Accessing Sofdra and providing feedback For personal use only Email invite by IHhS W W W . B O T A N I X P H A R M A . C O M Click thru to telehealth Diagnose and ship Survey and adjust 11
Slide 14: Health and behavioral signals identify patients in the most need
Distinct H E A L T H & B E H A V IO R A L S IG N A L S D ATA S OU RC E S / M E DI A E N V IR ONM E N TS health and 1 Health Claims behavioral For personal use only 2 signals Content Engagement identify 3 W W W . B O T A N I X P H A R M A . C O M Social Conversation and Sentiment patients in the 4 mo
Slide 15: Hone in on actual patients while sharing sweat stories
Hone in on actual patients while sharing sweat stories Patients with AI social sentiment targeting There were 396,464+ highly qualified hyperhidrosis patients talking about their For personal use only symptoms and personal journeys last month1 1 SOCIAL POSTS/HASHTAGS 2 IMAGES/VIDEOS 3 AUDIO RECOGNIT
Slide 16: Telemedicine platforms are now a mainstream tool for many companies
Telemedicine platforms are now a mainstream tool Access for many companies in a wide range of indications For personal use only Migraine W W W . B O T A N I X P H A R M A . C O M Psychiatry Birth Control Diabetes Respiratory Obesity Gastroenterology Pfizer: Nurtec ODT brand.com page, with link to th
Slide 17: Patient Path - UpScript's fully integrated model
Patient Path - UpScript’s fully integrated model allows patients direct access from anywhere 24/7 Sofdra Patient Path For personal use only W W W . B O T A N I X P H A R M A . C O M Brand/ Patient Registers Completes an Schedules Provides Product page or Logs In Online Medical Appointment Payment In
Slide 18: Reimbursement plan is on track
Reimbursement plan is on track ❖ Primary axillary hyperhidrosis is a reimbursed medical condition that does not require a For personal use only separate “code” ❖ A patient’s access to Sofdra will either be: − covered with no restrictions; W W W . B O T A N I X P H A R M A . C O M − covered with one
Slide 19: Botanix fully engaged with clinical and financial discussions with all target accounts
Botanix fully engaged with clinical and financial discussions with all target accounts Zinc Health (GPO) / CVS Caremark PBM 34M BCBS MA 1.3M Horizon (BCBS NJ) 650k For personal use only Emisar (GPO) / OptumRx PBM 27M BCBS AL 1.2M HealthPartners 595k Ascent Health (GPO) / Express Scripts PBM 22.6M Fl
Slide 20: Expected Sofdra coverage
Expected Sofdra coverage Expected Sofdra Coverage Expected Sofdra Coverage For personal use only Commercial Lives (167M) Including Medicaid/VA/TRICARE (266M) W W W . B O T A N I X P H A R M A . C O M 10% 6% 12% 23% 36% 19% 35% 59% Covered – no restrictions Covered – PA to label or single step edit N
Slide 21: Sofdra opportunity supported by Japanese licensee experience
For personal use only Opportunity Sofdra opportunity supported by Japanese licensee experience ❖ ~350,000 units of Ecclock®️ have been sold by Botanix’s licensee in Japan in the last 12 months W W W . B O T A N I X P H A R M A . C O M ❖ The incidence and prevalence of hyperhidrosis in Japan and the
Slide 22: Planned commercialization timeline
Planned commercialization timeline ENGAGE ESTABLISH EXPAND SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC For personal use only Patient Experience Program VP, Sales Hired W W W . B O T A N I X P H A R M A . C O M Field Managers Hired Fall Clinical Dermatology Conference All IHhS Pat
Slide 23: Sofdra commercial success is built on pillars
Sofdra commercial success is built on 3 pillars LARGE MARKET AND FRICTIONLESS ACCESS PRODUCT SPEED TO PATIENT 1 ENGAGED POPULATION 2 3 WITH TELEMEDICINE AND ENSURING EVERY REFILL For personal use only AXILLARY HYPERHIDROSIS PATIENTS W W W . B O T A N I X P H A R M A . C O M ~10M PATIENTS SEEKING RX
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