Clinuvel Pharmaceuticals Limited · ASX:CUV
Clinuvel Pharmaceuticals — Bell Potter Healthcare Conference 2024
11 slides from Clinuvel Pharmaceuticals's conference presentation, Nov 18, 2024
Slide 1: Bell Potter Healthcare Conference
For personal use only Bell Potter Healthcare Conference | 18 November 2024 Malcolm Bull – Head of Australian Operations & Investor Relations ASX: CUV | Börse Frankfurt: UR9 | ADR Level 1: CLVLY
Slide 2: Forward-looking statement
Forward-looking statement CLINUVEL GROUP For personal use only This release contains forward-looking statements, which reflect the current beliefs and expectations of CLINUVEL’s management. Statements may involve a number of known and unknown risks that could cause our future results, performance, o
Slide 3: Profitability
Profitability Revenue growth and profitability from distribution of SCENESSE® for EPP For personal use only • 8 years consecutive annual June Year, A$m revenues growth (CAGR 38%) 100 60 80 50 • Controlled fixed costs support 60 expansion (expenses CAGR 20%) 40 • 8-year average EBIT Margin 48%, 40 20
Slide 4: Strong Balance Sheet
Strong Balance Sheet Enables self-financing expansion For personal use only Assets & Liabilities, A$m As of 30 June 2023 2024 Cash Reserves, A$m 200 240 Total Assets $193.7m $231.1m (+19%) 180 200 160 Total Liabilities $29.1m $28.1m (-3%) 160 140 • trade creditors, suppliers 120 • debt-free 120 100
Slide 5: Focused Expansion strategy
Focused Expansion strategy Integration of key functions ‘in-house’ For personal use only Distribution Melanocortin product Translation of technology M&A SCENESSE® development, clinical studies to PhotoCosmetic products Focus on increasing patients, PRÉNUMBRA® and NEURACTHEL® 1. Polychromatic screen
Slide 6: Clinical pipeline: skin and brain
Clinical pipeline: skin and brain For personal use only Preclinical Phase I Phase II Phase III Commercial SCENESSE® (afamelanotide 16 mg) in adult EPP (EEA, UK, CH, USA, ISL, CAN, AUS) SCENESSE® (afamelanotide 16 mg) in adolescent EPP SCENESSE® (afamelanotide 16 mg) in adolescent and adult vitiligo
Slide 7: Vitiligo: Path to market
Vitiligo Path to market, affects 1-2% of global population For personal use only CUV102 +NB-UVB, n = 56 Step 1 Safety profile established • >17,000 doses afamelanotide administered 2 Step 2 CUV102, 103, 104 CUV103 +NB-UVB, n = 21 Step 3 2022: FDA set precedent for NB-UVB combination therapy Step 4 2
Slide 8: SCENESSE (afamelanotide) for vitiligo
SCENESSE® (afamelanotide) for vitiligo Case study presented to 2024 American Academy of Dermatology (FST IV) For personal use only Day 0 Day 134 Day 0 Day 134 Baseline 7 implants, 39 NB-UVB sessions Baseline 7 implants, 39 NB-UVB sessions Images have been amended/cropped and pixelated to protect the
Slide 9: Vitiligo: Addressable Market USA
Vitiligo Addressable Market USA – afamelanotide for FST IV-V-VI For personal use only INCIDENCE FST IV-V-VI ELIGIBLE FOR Tx SEEKING Tx PENETRATION 7–8 doses pp for >90% repigmentation No. 3,295,000 823,750 329,500 65,900 5,931 Revenues, yr 1–2 US$490 – 570m 40% 9% yr 1–2 0.5% BSA 20% 0.2% H&N 25% 1%
Slide 10: Vision of the Future: A house of melanocortins
Vision of the Future A house of melanocortins For personal use only A pharmaceutical group, diversified and integrated to sustain long-term performance Products, indications & healthcare solutions • 3 pharmaceutical products • 5 conditions treated TAM >$300m TAM $4.5b • 3 PhotoCosmetic product lines
Slide 11: Authorised for ASX release
For personal use only Authorised for ASX release by the Board of Directors of CLINUVEL PHARMACEUTICALS LTD Head of Investor Relations: Mr Malcolm Bull, CLINUVEL PHARMACEUTICALS LTD Investor Enquiries: https://www.clinuvel.com/investors/contact-us Level 22, 535 Bourke Street, Melbourne – Victoria, Au
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