Radiopharm Theranostics Limited · ASX:RAD
Radiopharm Theranostics — Investor Presentation (October 2022)
32 slides from Radiopharm Theranostics's investor presentation, Oct 19, 2022
Slide 1: Capital Raising Presentation
For personal use only Capital Raising Presentation OCTOBER 2022 Riccardo Canevari CEO, Radiopharm Theranostics Ltd
Slide 2: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or For personal use only provide all information required by investors to make an informed decision on any investment in Radiophar
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS Broad & robust IP portfolios Pivalate achieved positive Phase II data in brain mets trial For personal use only Highly prospective portfolio comprising clinical & pre-clinical stage radiopharmaceutical assets for both diagnostic & therapeutic applications World-class management
Slide 4: Pivalate Delivers Positive Phase II Data in Brain Mets Trial
PIVALATE DELIVERS POSITIVE PHASE II DATA IN BRAIN METS TRIAL Background For personal use only • F18-Pivalate is a novel radiotracer for the detection, characterisation and progression monitoring of glioblastoma and brain metastases • F18-Pivalate targets fatty acid synthetase, selectively overexpres
Slide 5: Pivalate Delivers Positive Phase II Data in Brain Mets Trial
PIVALATE DELIVERS POSITIVE PHASE II DATA IN BRAIN METS TRIAL The RAD 101 Phase II results are being presented at a Joint Meeting of the European Organisation for Research and Treatment of Cancer (EORTC), the (USA) National Cancer Institute (NCI), and the America Association for Cancer Research (AACR
Slide 6: Brain Mets Market Opportunity
BRAIN METS MARKET OPPORTUNITY Prostate cancer is a large radiopharmaceutical imaging indication that received FDA approval. We therefore see this For personal use only as the best proxy in assessing Radiopharm’s potential market opportunity for its brain mets indication Eligible New Companies with N
Slide 7: Radiopharmaceutical Therapies Have the Potential to Transform the Treatment Paradigm
RADIOPHARMACEUTICAL THERAPIES HAVE THE POTENTIAL TO TRANSFORM THE TREATMENT PARADIGM For personal use only WORLDWIDE ONCOLOGY MARKET in 2025 = ~290B$; CAGR 5y (2020-2025) = 13% CHEMO and TARGETED Therapies = ~190 B$; CAGR 5y (2020-2025) = 9% CAGR 22% 90 85 80 I/O Therapies 70 60 50 40 30 CAGR 66% 20
Slide 8: Six Platforms, Well Differentiated Molecules
SIX PLATFORMS, 9 WELL DIFFERENTIATED MOLECULES ONE OF THE DEEPEST PIPELINES IN RADIOPHARMACEUTICAL THERAPIES For personal use only 4 Nano-mAbs Avb6 Integrin Pivalate PSA-mAb DUNP19 PTPm 81 patients dosed 88 patients dosed 61 patients dosed • 4 Single chain • Peptide • Small molecule • mAb • mAb • Pe
Slide 9: Portfolio Prioritization
PORTFOLIO PRIORITIZATION For personal use only 9 Imaging and Multiple molecules Therapeutic use indications 20+ clinical development trials PRIORITIZATION FILTERS ✓ Disease Area size & unmet need ✓ Entry barriers vs Standard of Care (scientific, economic, infrastructure) ✓ Market potential as Imagin
Slide 10: Current Portfolio Priorities
CURRENT PORTFOLIO PRIORITIES RAD DX / MOLECULE INDICATION ISOTOPE PRECLINICAL PHASE I PHASE II NOTES For personal use only CODE TX IMAGING RAD Successful Phase II read pivalate Brain Mets Dx F18 101 out delivered Phase I planned 2H 2022. RAD Integrin Pancreatic Dx Ga68 301 αVβ6 Clinical data already
Slide 11: Executive Leadership Team
EXECUTIVE LEADERSHIP TEAM For personal use only RICCARDO VITTORIO P. DAVID THOM PAUL CANEVARI PUPPO MOZLEY TULIP HOPPER MANAGING DIRECTOR / CEO CHIEF OPERATING OFFICER CHIEF MEDICAL OFFICER CHIEF TECHNICAL OFFICER EXECUTIVE CHAIRMAN Riccardo was most recently Chief David was most recently at Cornell
Slide 12: Scientific Advisory Board
SCIENTIFIC ADVISORY BOARD DUNP 19 PTPu Pivalate AVβ6 Integrin Nano-mAbs PSA-mAb For personal use only PROF ERIC DR JOHANNES DR HONG PROF SARA DR DAVID DR SUSAN ABOAGYE NOTNI HOI TING HURVITZ ULMERT BRADY Eric Aboagye is a Professor of Dr Notni is an acknowledged Dr Hong obtained his Sara A Hurvitz,
Slide 13: RAD Clinical Development Pipeline – Oct 2022
RAD CLINICAL DEVELOPMENT PIPELINE – OCT 2022 RAD CODE MOLECULE INDICATION DX / TX ISOTOPE COUNTRY PRECLINICAL PHASE I PHASE II NOTES For personal use only RAD 101 pivalate Brain Mets Dx F18 UK Positive Phase II achieved RAD 101 pivalate Glioma Dx F18 UK RAD 101 pivalate Kidney Dx F18 UK RAD 101 piva
Slide 14: Build a Leadership Position Targeting Multiple Tumor Types & Key Pathways
BUILD A LEADERSHIP POSITION TARGETING MULTIPLE TUMOR TYPES & KEY PATHWAYS Cancer type New Cases RAD Pipeline Target / Moa For personal use only 1 Breast 280.000 HER2 / TROP2 2 Prostate 248.000 KLK3 3 Lung 235.000 PDL1 4 Colorectal 149.000 B7H3 5 Melanoma 106.000 LRRC15 6 Bladder 83.000 7 Kidney 76.0
Slide 15: MD Anderson & RAD Joint Venture founded in Sept 2022
MD Anderson & RAD Joint Venture founded in Sept 2022 For personal use only 49% 51% RADIOPHARM VENTURES LLC Mandate: Develop novel radiopharmaceutical therapies Preclinical and Phase I Intellectual Property 4 molecules, R&D, Preclinical, Manufacturing Management team, Regulatory strategy, Clinical de
Slide 16: Radiopharm Ventures Pipeline
Radiopharm Ventures Pipeline For personal use only RV CODE MOLECULE INDICATION DX / TX ISOTOPE PRECLINICAL PHASE I PHASE II RV 01 Mill33B Basket Dx Zr89 RV 02 Mill33B Colorectal Tx Lu177 RV 03 undisclosed Basket Dx RV 04 undisclosed Tx RV 05 undisclosed Basket Dx RV 06 undisclosed Tx RV 07 undisclos
Slide 17: Corporate Snapshot
Corporate Snapshot Become the recognized leader in fighting cancer, For personal use only OUR MISSION: through innovative radiopharmaceutical therapies, in areas of high unmet medical needs Market Information (as of October 12, 2022) Market Data ASX: RAD ASX Code RAD.ASX Share Price Performance Sinc
Slide 18: In a Fast-Growing Market, with One of the Deepest Pipelines
IN A FAST-GROWING MARKET, WITH ONE OF THE DEEPEST PIPELINES For personal use only Radiopharmaceutical Radiopharmaceutical Radiopharmaceutical Therapies has the Therapies can play a Therapies experiencing a potential to be the new significant role in areas high level of investor frontier in ~290B$ of
Slide 19: Capital Raising
For personal use only CAPITAL RAISING RADIOPHARM THERANOSTICS LTD 2022 | 19
Slide 20: Capital Raising Overview
CAPITAL RAISING OVERVIEW Company is raising up to approximately A$10.0m via an accelerated non-renounceable entitlement offer For personal use only • Capital raising of up to approximately A$10.0m comprising: ‒ A$10.0m 1 for 3.55 pro-rata accelerated non-renounceable entitlement offer (“Entitlement
Slide 21: Capital Raising and Use of Funds
CAPITAL RAISING AND USE OF FUNDS Company is undertaking a capital raising of up to approximately A$10.0m, funding key programs into the end of 2023. For personal use only PRO-FORMA FUNDING A$M CAPITAL RAISE A$M NANOMAB Existing Cash Balance1 $26.9 Manufacturing GMP nanobody for Phase I and Phase II
Slide 22: Use of Funds Impact Against 2023 RAD Priorities
USE OF FUNDS IMPACT AGAINST 2023 RAD PRIORITIES RAD DX / PRE- CODE MOLECULE INDICATION TX ISOTOPE CLINICAL PHASE I PHASE II NOTES USE OF FUNDS For personal use only IMAGING RAD Successful Phase II read out 101 pivalate Brain Mets Dx F18 delivered Already funded Phase I planned 2H 2022. RAD Integrin
Slide 23: Offer Timetable
OFFER TIMETABLE Indicative capital raising timetable1 Date (AEDT) For personal use only Voluntary suspension and announcement of accelerated non-renounceable entitlement offer Tuesday, 18 October 2022 Announcement of results of Institutional Entitlement Offer – Voluntary suspension lifted and shares
Slide 24: Foreign Selling Restrictions
For personal use only FOREIGN SELLING RESTRICTIONS RADIOPHARM THERANOSTICS LTD 2022 | 24
Slide 25: Offer Jurisdictions & Disclaimers
OFFER JURISDICTIONS & DISCLAIMERS 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 the New Shares may not be offered or sold, in an
Slide 26: Offer Jurisdictions & Disclaimers (cont.)
OFFER JURISDICTIONS & DISCLAIMERS (CONT.) New Zealand (Cont.) • is large within the meaning of clause 39 of Schedule 1 of the FMC Act; For personal use only • is a government agency within the meaning of clause 40 of Schedule 1 of the FMC Act; or • is an eligible investor within the meaning of claus
Slide 27: Appendix
For personal use only APPENDIX RADIOPHARM THERANOSTICS LTD 2022 | 27
Slide 28: Pivalate Delivers Positive Phase II Data in Brain Mets Trial
PIVALATE DELIVERS POSITIVE PHASE II DATA IN BRAIN METS TRIAL For personal use only RAD CODE MOLECULE INDICATION DX / TX ISOTOPE COUNTRY PRECLINICAL PHASE I PHASE II PHASE III NOTES RAD 101 pivalate Brain Mets Dx F18 UK Positive Phase II achieved 18F-Fluoropivalate PET/MRI: imaging of treatment naïve
Slide 29: IP Expiry
IP EXPIRY PATENT DETAILS EXPIRY For personal use only RAD PD-L1, HER-2, TROP-2, PTK7 PCT/CN2017/077122 (PD-L1) 2036 (China) PD-L1 Status: Int. Publication 2017; Granted US; allowed US, pending Europe & China CN201610158493.0 (PD-L1) 2037 (US, Europe) PCT/CN2018/091953 (HER-2) HER-2 Status: Int. publ
Slide 30: Radiopharmaceuticals MoA
RADIOPHARMACEUTICALS MoA RPs Imaging Therapeutic For personal use only A radioactive isotope is attached RPs deliver radioactive to a pharmacophore: a small isotopes to tumour cells molecule, peptide or antibody Imaging Therapeutics • Pharmacophore targets tumour cells with high affinity and selecti
Slide 31: Only Prostate a Net Benefit from Radiopharmaceuticals, Only Three Big Pharma Active
ONLY PROSTATE A NET BENEFIT FROM RADIOPHARMACEUTICALS, ONLY THREE BIG PHARMA ARE ACTIVE IN THE SECTOR For personal use only (2013) (2022) 3 approved therapies in 3 Big Pharma out of top 20 oncology segments top 20 Pharma Companies Combined analysts’ peak sales consensus for Xofigo, Lutathera, Pluvic
Slide 32: RAD Team Structure
RAD TEAM STRUCTURE For personal use only Support functions CEO Legal Riccardo Canevari PR VP Regulatory CMO CTO COO Strategy Finance D. Mozley T.Tulip V.Puppo W.Regan Director VP Clinical VP Clinical Medical CMC Project Quality Systems Translational Operations Development Director Director Manager S
Radiopharm Theranostics — Investor Presentation (October 2022) on 6ix