Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — 13th Annual Microcap Investment Conference 2024
19 slides from Racura Oncology's conference presentation, October 2024
Slide 1: At the Heart of Cancer Care
O c t o b e r 2 0 2 4 AT THE HEART OF CANCER CARE Daniel Tillett PhD, CEO/MD 1 3 th A NN U A L MI C R O C A P INVESTMENT CO NF ERENC E 0 1 A S X : RA C | R A C E O NC O L O G Y L I M I T E D | A B N 6 1 1 4 9 3 1 8 7 4 9
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer A T T H E Th e mat eri al i n t h is pres en ta ti o n h as b een prep ared by R ace On c ol o gy L i mi t ed ( AC N 14 9 31 8 749 ) ( Co mp any ) . H E A R T TH IS IS N O T A PR O SPEC TU S Th i s pre sen t at io n i s n o t a p ros pe ct u s, pro du c t d i sc lo su
Slide 3: Corporate snapshot
Corporate snapshot A T T H E Race Oncology is an ASX-listed, clinical stage biopharmaceutical company with a dedicated mission to be at the H E A R T heart of cancer care. O F C A N C E R Key Data Race 12-month trading history C A R E ASX code RAC Share price $1.50 1 Market capitalisation $255.64m 1
Slide 4: Cancer survivorship
4 A T T H E H E A R T O F C A N C E R C A R E survivorship Cancer
Slide 5: Cancer survivorship – life after treatment
Cancer survivorship – life after treatment A T T H E H E A R T In 2022, there were 18m cancer survivors New specialties such as cardio-oncology Ageing in the US, growing to 22.5m by 2032 1 O F are focused on reducing damage caused C A N C E R by treatments Patients receiving chemotherapy have a 37%
Slide 6: Anthracyclines continue to be widely used
Anthracyclines continue to be widely used Lymphoma ABVD, CHOP/R-CHOP, DA-EPOCH-R, others Small-cell lung cancer CAV Breast cancer AC/AC-T, FAC/CAF, FEC, others Oesophageal cancer ECF, EOX Acute myeloid leukemia 7+3/DA, ADE Bladder cancer Acute lymphoblastic leukemia Mono (Epi), ECM, Dox + Hyper-CVAD
Slide 7: Anthracycline use is growing
Anthracycline use is growing1, 2, 3 A T T H E Estimated number of anthracycline doses used per year1 H E A R T O F C A N C E R 24.49 22.98 • According to Data Bridge Market 21.55 Research, global anthracycline C A R E 20.22 usage is expected to increase by a 18.97 CAGR of 6.60% between 2023 and 17.7
Slide 8: Anthracyclines need improvement
Anthracyclines need improvement A T T H E H E A R T O F C A N C E R Anthracyclines* are the most widely Current solution – exclude use in used class of chemotherapeutics. high-risk patients and limit C A R E They are highly effective, but can dosing of the drugs cause permanent damage to the cardiov
Slide 9: Clinical development of RC220 bisantrene
A T T H E H E A R T O F C A N C E R Clinical C A R E development of RC220 bisantrene 9
Slide 10: Bisantrene's history of clinical success
Bisantrene’s history of clinical success A T T H E H E A R T Breast cancer1 Acute Myeloid Leukaemia O F 471 patients across 9 Phase 2 & 3 Approved in France in 1988, but Lederle (Pfizer) ended C A N C E R clinical trials commercial development of bisantrene due to solubility issues C A R E Less toxi
Slide 11: Bisantrene + doxorubicin = improved anti-cancer activity
Bisantrene + doxorubicin = A T improved anti-cancer activity 1 T H E H E A R T Bisantrene shows potent cell-killing activity against a diverse range of human cancers when used alone and in combination with doxorubicin, the most commonly used anthracycline O F C A N C E R 10000 Bisantrene IC50 (nM) I
Slide 12: Bisantrene + doxorubicin = protecting the heart
Bisantrene + doxorubicin = protecting the heart 1 A T T H E H E A R T Bisantrene protects the hearts of mice from permanent damage Vehicle caused by the anthracycline, doxorubicin Bisantrene O F Doxorubicin C A N C E R Heart protection was achieved using higher levels of Dox + Bis 1:1 chemotherapy t
Slide 13: RC220 - Building on bisantrene's history
RC220 - Building on bisantrene’s history A T T H E H E A R T Race has… O F • Created RC220, a new formulation of bisantrene which is more soluble C A N C E R and can be delivered intravenously 1 C A R E • RC220 preserves the PK/PD properties of the earlier clinically validated formulations of bisant
Slide 14: Clinical pipeline
Clinical pipeline A T T H E H E A R T IND Phase Phase Phase Asset Indication Sponsor Discovery Next milestone enabling 1 2 3 O F Chaim C A N C E R Sheba RC110 Successfully concluded in Acute Myeloid Leukaemia Medical July 20241 Centre, C A R E Phase 2 Israel Cardioprotection + m6A RNA Ethics / gover
Slide 15: Bisantrene market potential – world
Bisantrene market potential – world A T T H E H E A R T Annual revenue generic Annual revenue bisantrene doxorubicin - 20231 cardioprotection + anti-cancer2 O F C A N C E R C A R E US$1.5b US$7b Note: Forecasted revenue reflect a 50% reduction to the physician-stated adoption rate USD$100 base price
Slide 16: Recent & upcoming milestones
Recent & upcoming milestones1 A T T H E H E A R T H2 CY2023 / H1 CY2024 H2 CY2024 H1 CY2025 Interim results released from Sheba 2 O F ✓ study of bisantrene RC110 in AML ✓ Distinguished Oncologist Daniel Von Additional preclinical results on C A N C E R Hoff Joins as Consultant bisantrene mechanism o
Slide 17: Key highlights of Race Oncology
Key highlights of Race Oncology A T T H E H E A R T Bisantrene – derisked & clinically proven anti-cancer drug offering ~80% chance of O F success - not ~3% common in oncology C A N C E R Solves real & significant health problem – cardiovascular damage caused by C A R E chemotherapy, a rising issue
Slide 18: Questions
Questions Race Oncology A T T H E H E A R T O F C A N C E R C A R E 18
Slide 19: Contact
Contact PETE SMITH Executive Chairman JA NE LOWE Investor & Media Relations +61 2 8051 3043 +61 411 117 774 peter.smith@raceoncology.com jane.lowe@irdepartment.com.au www.raceoncology.com Authorised for release by the Board A S X : R A C | R AC E O N C OL O G Y L IM I T E D | AB N 6 1 1 4 9 3 1 8 7
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