Oncosil Medical Ltd · ASX:OSL
Oncosil Medical — Investor Presentation (May 2025)
29 slides from Oncosil Medical's investor presentation, May 26, 2025
Slide 1: Capital Raise Presentation
For personal use only Capital Raise Presentation May 2025 Nigel Lange, CEO & Managing Director ASX Code: OSL
Slide 2: Disclaimer
Disclaimer This Presentation has been prepared by OncoSil Medical Ltd (ASX:OSL) (OncoSil, OSL or the Company) to provide a general overview of the Company. This Presentation and the information contained may require further explanation and/or clarification. Accordingly, this Presentation and the inf
Slide 3: Executive Summary
Executive Summary • OncoSil Medical is commercialising the OncoSil device, an implanted device (brachytherapy) delivering targeted radiation (32P) to pancreatic tumours – For personal use only • OncoSil device is now approved for sale in over 34 countries via CE Mark Commercialising • Commercial ram
Slide 4: Executive Summary: Significant recent achievements
Executive Summary Received MDR Approval and UKCA Certificate which includes the removal of all existing post-market restrictions in Europe and The UK (OSPREY registry) – reducing hospital customers friction and accelerating adoption 95% Recruitment achieved in landmark PANCOSIL study (a groundbr
Slide 5: Pancreatic Cancer Prognosis has Remained Unchanged for Years
Pancreatic Cancer Prognosis has Remained Unchanged for 40 Years1 Changes in survival, 1971-72 to 2010-11 For personal use only 0% 25% 50% 75% 100% All Cancers Incidence Survival rates are very poor: Testis Malignant Melanoma • 8.5 months overall median survival Prostate Hodgkin Lymphoma • <12% reach
Slide 6: Pancreatic Cancer Stage at Diagnosis
Pancreatic Cancer Stage at Diagnosis Surgical resection remains the only potentially curative treatment for pancreatic cancer1 For personal use only RESECTABLE LOCALLY ADVANCED METASTATIC % of patients at diagnosis 15% 30% 55% Surgical resection with Palliative therapies Palliative therapies Treatme
Slide 7: OncoSil Device
OncoSil Device Driving increased resection rates, downstaging, survival benefits and quality of life For personal use only OncoSil is intended for the treatment of OncoSil is currently implanted Percutaneous delivery is transformational locally advanced unresectable pancreatic directly into a pancre
Slide 8: Site Training Update
Site Training Update Training New Sites to start OncoSilTM treatments For personal use only
Slide 9: Expansion in existing commercial markets
Expansion in existing commercial markets Existing Priority Markets Pancreatic Cancer Incidence Locally Advanced Pancreatic For personal use only Target Market Market Opportunity ($USm) p.a.1 Cancer2 UK 11,852 3,556 ~91 Spain 9,282 2,785 ~68 OncoSil device remains at the early- Italy 16,111 4,833 ~11
Slide 10: Continued Focus on Commercial Model
Continued Focus on Commercial Model Compelling cost-benefit proposition with no direct competition For personal use only • Average list price of ~€22k/~US$24k Attractive Unit Economics • Gross Margin of 50% expected to increase to 65% driven by manufacturing productivity and targeting >75% device ma
Slide 11: Accelerating Commercialisation
Accelerating Commercialisation Enhancing market access in existing and new geographies For personal use only Program Description Key Milestones Commercial Impact • ~95% recruitment achieved (19/20) Feasibility and safety of CT-guided percutaneous Accelerates market penetration with • Target Study co
Slide 12: Recent Achievements
Recent Achievements For personal use only 95% recruitment in landmark PANCOSIL trial Engagement with US FDA German Federal Joint for novel percutaneous 99% recruitment in on Distal Committee (G-BA) delivery with intent to TRIPP-FFX study Cholangiocarcinoma reimbursement approval drive market access
Slide 13: Upcoming Milestones
Upcoming Milestones Significant commercial catalysts over the next 18 months For personal use only Label expanded to include Label expansion Launch in SE Asia Completion of Percutaneous Delivery3 with additional countries PANCOSIL study chemotherapy – FOLFIRINOX2 TGA Submission TGA Approval anticipa
Slide 14: Leadership Team
For personal use only Leadership Team 1
Slide 15: Experienced Board and Management
Experienced Board and Management Depth in Nuclear Medicine Commercialisation For personal use only Nigel Douglas Gabriel Lel Lange Cubbin Liberatore Smits Managing Non-executive Non-executive Non-executive Director & CEO Chairman Director Director 30+ years’ biopharmaceutical Dr Liberatore is an exp
Slide 16: Offer Details
For personal use only Offer Details 1
Slide 17: Offer Details
Offer Details Equity Raising of ~$8.7 million via a ~$6.7 million Two-Tranche Placement and ~$2.0 million SPP For personal use only • An institutional placement of new fully paid ordinary shares in the Issuer (“New Shares”) to raise approximately $6.7 million, comprising: o ~$3.25 million via the is
Slide 18: Use of Funds & Timetable
Use of Funds & Timetable Funded until the 2H CY26 where OSL is targeting cash flow breakeven. For personal use only Timetable Sources (A$m) Trading Halt Thursday, 22 May 2025 Bookbuild opens Thursday, 22 May 2025 Placement $6.7 Bookbuild closes for receipt of firm and irrevocable Bids 4:00pm on Thur
Slide 19: Appendix
For personal use only Appendix 1
Slide 20: How the OncoSil Device Works
How the OncoSil Device Works For personal use only Video Link 20
Slide 21: Growing Body of Evidence
Growing Body of Evidence 4 clinical studies supporting commercialisation demonstrate efficacy, safety and tolerability in LAPC For personal use only Unresectable LAPC Unresectable Locally Advanced Pancreatic Cancer (LAPC) Metastatic PDAC or Borderline-Resectable LAPC Study PanCO Study 1 OncoPaC-1 St
Slide 22: OncoSil plus Standard-of-Care Chemotherapy: Comparative Analysis vs SBRT
OncoSil plus Standard-of-Care Chemotherapy Second Comparative Analysis confirms superiority of OncoSil compared to chemotherapy + SBRT, considered the most-targeted form of EBRT 1 For personal use only Increases the number of patients who could be eligible Clinically Significant Significantly More P
Slide 23: OncoSil plus Standard-of-Care Chemotherapy: Landmark Analysis
OncoSil plus Standard-of-Care Chemotherapy Landmark analysis supports evidence of transforming prognosis and extending survival For personal use only Adding OncoSil to chemotherapy led to a high proportion of patients having -52% substantial reductions in their tumour volume (median 51.9%; range +11
Slide 24: OncoSil plus Standard-of-Care Chemotherapy: Resection and Downstaging
OncoSil plus Standard-of-Care Chemotherapy At least doubling the number achieving surgical resection or downstaging compared to chemotherapy alone1,2 For personal use only Around 1 in 4 patients (23.8% in PanCO; 28.6% in the More Than Doubled the More Than Doubled the Propensity Score analysis) with
Slide 25: Key Risks
Key Risks Shareholders should consider the investment in the context of their individual risk profile for speculative investments, investment objectives and individual financial circumstances. Each Shareholder should consult their own stockbroker, solicitor, accountant or other professional adviser
Slide 26: Key Risks (continued)
Key Risks (continued) Intellectual property Securing rights in technology and patents is an integral part of securing potential product value in the outcomes of medical device research and development. Competition in retaining and sustaining protection of technology and the complex nature of technol
Slide 27: International Offer Restrictions
International Offer Restrictions This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and For personal use only the New Shares may not be o
Slide 28: International Offer Restrictions (cont.)
International Offer Restrictions (cont.) United Kingdom For personal use only Neither this document nor any other document relating to the offer has been delivered for approval to the Financial Conduct Authority in the United Kingdom and no prospectus (within the meaning of section 85 of the Financi
Slide 29: Nigel Lange, CEO & Managing Director
For personal use only Nigel Lange CEO & Managing Director E: nigel.lange@oncosil.com Learn more about OncoSil Medical: • Website • ASX announcements • LinkedIn