Acrux Limited · ASX:ACR
Acrux — Bioshares Biotech Summit 2019
12 slides from Acrux's conference presentation, Jul 29, 2019
Slide 1: Acrux's approach to competition (Bioshares Biotech Summit 2019)
ASX/Media Release 29 July 2019 For personal use only Acrux’s approach to competition (Bioshares Biotech Summit 2019) Melbourne, Australia; 29 July 2019: Acrux Limited (ASX:ACR, “Acrux” or the “Company”) presented at the Bioshares Biotech 2019 Summit over the weekend in Queenstown, New Zealand. The p
Slide 2: Acrux (ACR) Bioshares Summit Presentation
For personal use only ACRUX (ACR) BIOSHARES SUMMIT PRESENTATION July 2019
Slide 3: Forward Looking Statements
FORWARD LOOKING STATEMENTS For personal use only This presentation contains forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, ‘estimates’, ‘expects’, or ‘intends’ and other similar words that involve risks and uncertainties. These statements are based on an
Slide 4: Competition in Generic Drugs – Overview and Acrux Approach
COMPETITION IN GENERIC DRUGS – OVERVIEW AND ACRUX APPROACH For personal use only Key items to be discussed Presenting today ▪ Rationale behind Acrux’s strategic focus on the identification and development of topical generic drugs ▪ Considerations to be weighed when selecting and Michael Kotsanis BSc
Slide 5: Acrux is focused on the selection and development of topical generics
ACRUX IS FOCUSED ON THE SELECTION AND DEVELOPMENT OF GENERIC DRUGS THAT ARE TOPICALLY ADMINISTERED (TOPICAL GENERICS) For personal use only Acrux has deliberately targeted an attractive, .. and has built a scalable engine focused on accessible and valuable market.. drug selection and development Mul
Slide 6: The topical drug market has lower penetration of generics
THE TOPICAL DRUG MARKET HAS LOWER PENETRATION OF GENERICS For personal use only Acrux focus Total market Oral drugs Topical drugs Drugs that are applied topically Total US prescription Definition of market Drugs that are ingested orally (including directly to the skin, eyes, pharma market ears and n
Slide 7: Acrux focuses on dermatological and other topical formulations
ACRUX FOCUSES ON DERMATOLOGICAL AND OTHER TOPICAL FORMULATIONS For personal use only US Generic market dollar share by formulation type1 Change in market share* Formulation of interest to Acrux? Other 9.6% 11.9% Other (includes drugs applied to Acrux targets formulations that are applied Dermatologi
Slide 8: Acrux portfolio selection is based on a robust assessment of key factors
ACRUX PORTFOLIO SELECTION IS BASED ON A ROBUST ASSESSMENT OF KEY FACTORS For personal use only Key factors in assessing the development viability of each drug Costs Value Smaller markets by sales value may appear to be ...however many attractive niche markets exist that Market size not as interestin
Slide 9: Acrux has developed highly sophisticated drug development capabilities
ACRUX HAS DEVELOPED HIGHLY SOPHISTICATED DRUG DEVELOPMENT CAPABILITIES For personal use only An illustrative pathway for generic drug development ▪ Ongoing monitoring of topical drug markets, the competitive landscape and FDA guidance documents ▪ Changes to the FDA Product Specific Guidelines (PSG)
Slide 10: Case study: Sol-Gel's share price up >50% since first generic approval
CASE STUDY: SOL-GEL’S SHARE PRICE IS UP >50% SINCE ANNOUNCING APPROVAL OF ITS FIRST GENERIC PRODUCT ON FEBRUARY 6 2019 For personal use only 6.36 TBC ▪ A small* clinical-stage dermatology company focused on identifying, developing and commercialising branded and generic topical drug Sol-Gel revenue
Slide 11: Acrux: a greater commercial focus as product development pipeline matures
ACRUX: A GREATER COMMERCIAL FOCUS AS PRODUCT DEVELOPMENT PIPELINE MATURES For personal use only Within three years, Acrux is on track to: Have 10+ products in the current development pipeline submitted to the FDA Be receiving a regular royalty or profit share payment on the sale of approved products
Slide 12: Thank You
For personal use only THANK YOU Investor enquiries Michael Kotsanis Anthony England Acrux Limited Vesparum Capital CEO & Managing Director Director P: + 61 3 8379 0100 P: + 61 3 8582 4800 E: michael.kotsanis@acrux.com.au E: Acrux@vesparum.com Visit our website: http://www.acrux.com.au/ Follow us on