Zelira Therapeutics Ltd. · ASX:ZLD
Zelira Therapeutics — Zelda Therapeutics — Shareholder Meeting (November 2018)
25 slides from Zelira Therapeutics's shareholder meeting presentation, Nov 30, 2018
Slide 1: AGM Presentation
For personal use only AGM PRESENTATION 3 0 TH N O V E M B E R 2 0 1 8 ASX: ZLD OTCQB: ZLDAF WWW.ZELDATHERAPEUTICS.COM
Slide 2: Disclaimer & Important Notice
DISCLAIMER & IMPORTANT NOTICE 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 For personal use only potential investment in the Comp
Slide 3: Why Zelda?
WHY ZELDA? • EXPOSURE TO RAPIDLY EXPANDING GLOBAL INDUSTRY For personal use only Legalised Medicinal Cannabis is one of the world’s fastest growing industries in >22 countries & 34 US states. • SINGULAR FOCUS ON CLINICAL VALIDATION Building a portfolio of clinically-validated assets to treat pain, a
Slide 4: 2018 Highlights
2018 HIGHLIGHTS • LAUNCHED THREE CLINICAL TRIALS – RESULTS MID 2019 For personal use only • Insomnia Trial (Sleep Centre, UWA). • Observation Autism Trial (Children’s Hospital of Philadelphia). • Opioid Reduction Trial (St Vincent’s, Melbourne). • MANUFACTURE & GERMAN DISTRIBUTION AGREEMENT WITH HAP
Slide 5: Commercialisation Strategy
For personal use only COMMERCIALISATION STRATEGY 5
Slide 6: Medicinal Cannabis: Accelerated Path to Market
MEDICINAL CANNABIS: ACCELERATED PATH TO MARKET Conventional Drug Development Path For personal use only Preclinical Clinical (Phase 1, 2 3) Registration Market Emerging Market for Unregistered Cannabis Medicines Registration Cannabis Cultivation Flowers/Oils Competitors Market GMP-grade Clinical For
Slide 7: Addressing Unmet Needs Across Entire Value Chain
ADDRESSING UNMET NEEDS ACROSS ENTIRE VALUE CHAIN Needonly CLINICAL MEDICAL DISTRIBUTORS PHARMACIES CLINICS TRIALS use Unmet Market Limited data supporting Clinical validation to For personal therapeutic benefit of Market Penetration Product Differentiation support prescription cannabis Clinical Tria
Slide 8: Commercialisation Model
COMMERCIALISATION MODEL Phase 1-2 For personal use only Conduct studies with License or partner with Design key pre-clinical and clinical studies specialist clinical research organisations (CROs) & leading Pharma/Biotech or distribution partner $ leading hospitals • Up-front and milestone payments •
Slide 9: Strategic Focus on Disrupting Large Markets
STRATEGIC FOCUS ON DISRUPTING LARGE MARKETS For personal use only DIABETES ONCOLOGY PAIN ~US$330B TOTAL DRUG SPEND IN USA AUTSIM INSOMNIA Source: https://www.statista.com/statistics/238698/us-health-spending-leading-areas/ https://blog.marketresearch.com/top-6-things-to-know-about-the-28-billion-sle
Slide 10: How Are We Different?
For personal use only HOW ARE WE DIFFERENT? 10
Slide 11: Singular Focus on Prescription Cannabis Medicines
SINGULAR FOCUS ON PRESCRIPTION CANNABIS MEDICINES For personal use only Prescription • Global Prescription Cannabis Market worth $12 bn in 20181. Medicinal CBD Wellness Pharmaceuticals Cannabis • Forecast to grow to $40-55 billion 20281,2 (18% CAGR). • ~ 1% people in US & Canada using medicinal cann
Slide 12: Novel Focus on Whole-Plant Extracts – Not Single Compounds
NOVEL FOCUS ON WHOLE-PLANT EXTRACTS – NOT SINGLE COMPOUNDS For personal use only THC CBD Tetrahydrocannabinol Cannabidiol Nausea1 Epilepsy1 Natural Plant Extracts Anorexia1 Pain Spasticity1 Inflammation Pain Stress Anxiety Cancer THCa CBGa CBDV CBL CBC CBN >113 other cannabinoids >300 terpenes THCV
Slide 13: Focus on Current Patients Needs = Large Addressable Market
FOCUS ON CURRENT PATIENTS NEEDS = LARGE ADDRESSABLE MARKET For personal use only Sleep Anxiety Insomnia Pain Autism Opioid Reduction Most common reasons patients use medicinal cannabis1. 1. Lintzeris, N et al., Medical Cannabis in Australia, 2016: the Cannabis as medicine Survey (CAM-16). The Medica
Slide 14: Preclinical: Strategic Focus on Cancer to Generate Novel IP
PRECLINICAL: STRATEGIC FOCUS ON CANCER TO GENERATE NOVEL IP For personal use only Commercialisation CLINICAL TRIALS BREAST Cancer Preclinical Portfolio of PANCREATIC DIAGNOSTICS Data-packs novel IP assets BRAIN NOVEL THERAPIES 14
Slide 15: Strong Intellectual Property Portfolio
STRONG INTELLECTUAL PROPERTY PORTFOLIO For personal use only Patent Priority Date Filing • Seven patent families filed: Cancer August 2016 WO2018/023166 - Cancer - Skin Disease (topical) Skin Disease August 2016 WO2018/023164 - Sleep Disorders Sleep Disorders August 2016 WO 2018/023163 - Cancer diag
Slide 16: Zelda's Product Pipeline
ZELDA’S PRODUCT PIPELINE For personal use only Partners Indication Preclinical Phase 1 Phase 2 Phase 3 Insomnia (THC/CBD) Autism (THC/CBD) Opioid Reduction (THC/CBD) Cancer (THC/CBD) 16
Slide 17: Corporate
For personal use only 17 CORPORATE
Slide 18: Corporate Snapshot
CORPORATE SNAPSHOT HISTORY SHARE PRICE (as at 29 Nov 2018) For personal use only • Founded in August 2015 . ASX listed November 2016. • Licensed access to US patient data-base informs clinical development. • Experienced pharma and cannabis management team. • Path to revenue facilitated by strategic
Slide 19: Board & Management
BOARD & MANAGEMENT For personal use only Dr Richard Hopkins Harry Karelis Dr Stewart Washer Mara Gordon Jason Peterson Managing Director Founder & Executive Chairman Founder & Director Founder & Director Founder & Director § Experienced bio- § Co-founder corporate advisory & § 25 years of CEO /Board
Slide 20: Medical Advisory Team
MEDICAL ADVISORY TEAM For personal use only Professor Manuel Guzman Dr Cristina Sanchez Dr Noah Federman Dr David Casarett Dr Dustin Sulak § Professor of Biochemistry and § Assistant Professor at § Paediatric clinical and research § Prof. of Medicine and a leading § Integrative medicine Molecular Bi
Slide 21: Comparative Analysis
COMPARATIVE ANALYSIS Company Market Capitalisation1 Focus For personal use only ($US) Zelda Therapeutics Phase 2 (Insomnia), Phase 1 (Opioid Reduction), Observational (Autism), 30m (ZLD:ASX) Preclinical (Cancer), THC/CBD. Cannabics 60m Preclinical (Cancer), CBD-only. CNBX:US/OTCQB Inmed 94m Preclini
Slide 22: Upcoming Activity & Milestone Pipeline
UPCOMING ACTIVITY & MILESTONE PIPELINE For personal use only Update on Opioid Reduction Trial Sleep Trial Autism Trial Opioid Reduction Trial Preclinical Cancer Programs Commence Phase I in Report on brain, breast and Data expected by mid-2019. Jan 2019. pancreatic studies Q1, 2019. Priority to adva
Slide 23: Strong Strategic Positioning
STRONG STRATEGIC POSITIONING • GLOBAL PARTNERSHIPS COVERING CLINICAL TRIALS, SUPPLY, MANUFACTURE AND DISTRIBUTION For personal use only • STRONG INTELLECTUAL PROPERTY PORTFOLIO • DIVERSIFIED CLINICAL/PRECLINICAL PIPELINE - FULLY FUNDED FOR UPCOMING MILESTONES • POSITIONED FOR RAPID ENTRY INTO COMMER
Slide 24: Exposure to a Rapidly Emerging Global Industry
For personal use only ZELDA THERAPEUTICS OFFERS INVESTORS EXPOSURE TO A RAPIDLY EMERGING GLOBAL INDUSTRY AT VERY ATTRACTIVE VALUATIONS AND WITH SIGNIFICANT VALUE DRIVERS OVER THE NEXT 12-18 MONTHS 25
Slide 25: Contact Us
CONTACT US For personal use only Dr Richard Hopkins Managing Director and CEO AUSTRALIA Level 26 140 St Georges Tce Perth WA 6000 +61 405 656 868 rhopkins@zeldatherapeutics.com @ZELDATHERAPEUTICS WWW.ZELDATHERAPEUTICS.COM 26
Zelda Therapeutics — Shareholder Meeting (November 2018) on 6ix