Shield Therapeutics Plc · LSE:STX
Shield Therapeutics — Investor Presentation (February 2025)
18 slides from Shield Therapeutics's investor presentation, February 2025
Slide 1: Corporate Presentation
Corporate Presentation February 2025 Changing the Treatment Paradigm for Patients with Iron Deficiency Anemia 1
Slide 2: Disclaimer
Disclaimer These slides have been prepared by Shield Therapeutics plc (the "Company") solely for your information and for use at a presentation for the purpose of providing background information on the Company, its business and the industry in which it operates. For the purposes of this notice, "pr
Slide 3: Shield Therapeutics
Shield Therapeutics Fast Growing, Mission Driven, Specialty Pharmaceutical Company ACCRUFeR®/FeRACCRU® (ferric maltol), is the only FDA approved oral iron broadly indicated for use in adults suffering from iron deficiency, with or without anemia. Also approved by EMA and Health Canada. Vast market o
Slide 4: Management team
Management team Anders Lundstrom Santosh Shanbhag Lucy Huntington-Bailey Andy Hurley David Childs Dr. Jackie Mitchell CEO CFO General Counsel Chief Commercial Officer VP, Manufacturing and VP, Quality, Clinical and Strategic Alliance Regulatory Affairs 4
Slide 5: Iron Deficiency without & with Anemia (ID/IDA)
Iron Deficiency without & with Anemia (ID/IDA) A highly prevalent and serious condition Significant impact on quality of life Symptoms include extreme fatigue, IRON DEFICIENCY NEWS Oct 23 -- More Than a Third of headache, vertigo, numbness in Women Under 50 Are Iron-Deficient, extremities, cognitive
Slide 6: Universal problem: HCPs struggling to treat IDA because patients can't tolerate oral iron
Universal problem: HCP’s are struggling to treat IDA because patients can’t tolerate the GI side effects of oral iron salts Oral ferrous salts dissociate in the stomach. Unabsorbed iron (Fe+) generates reactive oxidative species (ROS), causing irritation and damage to the intestinal lining and gastr
Slide 7: ACCRUFeR designed for efficacy and tolerability
ACCRUFeR® designed for efficacy and tolerability ACCRUFeR® remains tightly bound in the stomach Unique MOA (mechanism of action) Shields and Delivers Elemental Iron to the Small Intestine 1, 2 The maltol shield protects iron from the stomach, remaining tightly bound as it passes through Proprietary
Slide 8: Significant window of opportunity exists for ACCRUFeR
Significant window of opportunity exists for ACCRUFeR® Oral Iron IV Iron >90% ferrous salts Iron replacement that patients will actually take A well tolerated oral iron that effectively normalizes and maintains Hb, ferritin, and TSAT levels1 8 1. Data from AEGIS 1 and 2 study 2. 2023 IQVIA Xponent P
Slide 9: Global partnerships continue to progress
Global partnerships continue to progress Deals include upfronts, milestones & double-digit royalties United States EU+1 Canada Republic of Korea China +2 Co-Commercial Currently Approved by Health Filed for approval; Phase 3 Study fully Agreement, Dec. 2022 commercialized across Canada in August 202
Slide 10: The US ID/IDA market is ideal for big upside potential for ACCRUFeR
The US ID/IDA market is ideal for big upside potential for ACCRUFeR® ADDRESSABLE MARKET1 Total oral IRT ferrous salts Rx 12MM Rx +550K HCPs1 Digital Marketing Efforts TARGET MARKET1 6MM Rx ~50K HCPs1 , ~1.2M Patients3 72% PCP, 12% Women's Health, 7% Hem/Onc, 9% Other Current Field Force Efforts FIEL
Slide 11: Realignment of US sales team focusing on territories with highest potential
Realignment of US sales team focusing on territories with highest potential, optimal coverage and strong ACCRUFeR® performance Top 5 states ~60% of volume Optimized Footprint • TX 17% with 6.7M covered lives (unrestricted) • NY 17% with 6M covered lives and 70% of Rx not requiring a PA • CA 9% with
Slide 12: ACCRUFeR covered across ~70% of lives in the US
ACCRUFeR® covered across ~70% of lives in the US ~55% of total 173M Commercial Insurance lives; ~97% of total 35M Managed Medicaid lives; 100% of total 40M Medicaid FFS (Fee for Service) lives 2024 Channel Mix – Oral Iron Salts1 2024 Channel Mix - ACCRUFeR® Medicare, 5% Medicare Medicaid, and Part D
Slide 13: Key ACCRUFeR initiatives to drive growth and profitability
Key ACCRUFeR® initiatives to drive growth and profitability Decrease impact of consignment business • Modified pricing program to decrease the number of loss-making prescriptions Realignment of sales force to territories with • Highest potential • Optimal coverage • Strong ACCRUFeR® performance Incr
Slide 14: Q4 2024 and FY 2024 business update - Unaudited
Q4 2024 and FY 2024 business update - Unaudited Growth in Increased balance Expand global ACCRUFeR® sheet and patient access of Revenues, TRx & operational ferric maltol Gross to Net flexibility $32.2M FY24 Total Revenues ~$31M in financings in 20242 China, Ph 3 recruited ACCRUFeR® $6.5M YE cash + $
Slide 15: Strong growth in ACCRUFeR in the US in Q4 2024
Strong growth in ACCRUFeR® in the US in Q4 2024 ACCRUFeR® Net Revenues Net Price Per Script Total Prescriptions 2024 Quarterly 2024 Quarterly 2024 Quarterly Retail Consignment c.44K c.41K $11.2M $237 c.36K $171 $167 c.29K c.31K $7.2M $6.9M $139 c.28K c.21K $4.1M c.16K Q1 24 Q2 24 Q3 24 Q4 24 Q1 24 Q
Slide 16: 2025 Business Priorities
2025 Business Priorities Launch in Canada, and execute regulatory Grow ACCRUFeR® Turn Cash Flow Positive process in Korea, Net Revenues by End of 2025 China, and the Pediatric Population 16
Slide 17: Shield Therapeutics
Shield Therapeutics Fast Growing, Mission Driven, Specialty Pharmaceutical Company • Vast market opportunity with significant revenue potential • ACCRUFeR®/FeRACCRU® (ferric maltol) approved by the FDA, EMA, and Health Canada • Shield-Viatris partnership driving growth in ACCRUFeR® prescriptions, ne
Slide 18: Thank You!
Thank You! Anders Lundstrom –Chief Executive Officer Santosh Shanbhag – Chief Financial Officer www.shieldtherapeutics.com 18
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