Immuron Limited · ASX:IMC
Immuron — Non-Deal Roadshow (August 2015)
34 slides from Immuron's roadshow presentation, Aug 19, 2015
Slide 1: Immuron Commences US Investor Roadshow
Immuron Commences US Investor Roadshow For personal use only 19 August 2015, Melbourne, Australia: Immuron Limited (ASX:IMC) today wishes to announce that the Company has commenced a US Investor Roadshow where the Company will showcase its technology platform and profile to US investment groups. Thi
Slide 2: Oral Immunotherapy: Health to Chew On
AUGUST 2015 For personal use only ORAL IMMUNOTHERAPY HEALTH TO CHEW ON A Micro biome Company delivering Oral Immunotherapy for the treatment and prevention of disease.
Slide 3: Forward-looking Statement
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY Forward-looking Statement For personal use only Certain statements made in this presentation are forward-looking statements and are based on Immuron’s current expectations, estimates and projections. Words such as “anticipates,” “expects,” “intends,” “plan
Slide 4: Investment Highlights
OVERVIEW TRAVELAN® NASH/ASH PIPELINE SUMMARY Investment Highlights For personal use only Immuron presents the large upside Investor Potential of a biotech company. It has a unique natural immune-technology platform with GRAS status that significantly reduces the research to product cycle timelines.
Slide 5: Investment Highlights
OVERVIEW TRAVELAN® NASH/ASH PIPELINE SUMMARY Investment Highlights For personal use only NASH: Two Phase II studies in progress with ASH: an increasingly alluring potential upside Travelan: Revenues growing and positioned to grow further with successful USA launch Pipeline: Progressing and Strong Ca
Slide 6: Capital Structure
OVERVIEW TRAVELAN® NASH/ASH PIPELINE SUMMARY Capital Structure For personal use only Current Top 20 Shareholders Rank Shareholder Name Qty Held % Ownership 1 GRANDLODGE PTY LTD 6,290,678 8.39% Market Cap at July 2015 only 2 3 AUTHENTICS AUSTRALIA PTY LTD CHIMAERA CAPITAL LIMITED 4,999,999 3,635,169
Slide 7: What do we do?
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY What do we do? For personal use only Targeting the human immune system with natural antibodies derived from bovine to address diseases of the gut and liver. Why? Acute and chronic infections in the gut have a major impact in human health, causing dis biosi
Slide 8: Unique Platform Technology
OVERVIEW TRAVELAN NASH PIPELINE SUMMARY Unique Platform Technology For personal use only Attractive risk-reward ratio – biotech upside with reduced risk profile Immuron’s Platform Products Other Products Natural product Synthetic product High safety profile Side effects occur Not a binary outcome. B
Slide 9: Pathway with reduced risk
OVERVIEW TRAVELAN NASH PIPELINE SUMMARY Pathway with reduced risk For personal use only Traditional model Immuron’s De-risked Platform Pre-clinical Phase I clinical OR OTC Consumers Phase II clinical OR OTC Consumers Phase III clinical OR Medical Food Prescribed drug 8 on the market Immuron Investor
Slide 10: Travelan: Stop it before it starts
For personal use only 2. TRAVELAN® Stop it before it starts
Slide 11: Travelan - a Unique Preventative Product
OVERVIEW TRAVELAN NASH PIPELINE SUMMARY Travelan® - a Unique Preventative For personal use only Product The only therapy that prevents travellers’ diarrhoea by up to 90%* Without Travelan®: Bacteria With Travelan®: Bacteria attach to gut wall and infect neutralized by Travelan® antibodies 10 Immuron
Slide 12: Travelan
OVERVIEW TRAVELAN NASH PIPELINE SUMMARY Travelan® For personal use only http://www.travelan.com.au Traveller’s diarrhoea global market estimate: US$600M - 1.2B ` All-natural product; clinically proven with very high safety profile Available over-the-counter Strong brand loyalty 11 Immuron Investor P
Slide 13: Travelan: Growing Australian brand
OVERVIEW TRAVELAN NASH PIPELINE SUMMARY Travelan® For personal use only Growing Australian brand Sales through pharmacies Sales & marketing to doctors Online sales 12 Immuron Investor Presentation July 2015
Slide 14: Travelan: Successfully Launched in the USA
OVERVIEW TRAVELAN NASH PIPELINE SUMMARY Travelan® For personal use only Successfully Launched in the USA Sales & marketing directly to Travel Clinics and specialist sub-distributors Online sales ** Note: first non-exclusive distribution contract signed for 50,000 units in July 2015 with major Travel
Slide 15: Travelan: Status in Nov 2013 and Progress in 2015
OVERVIEW TRAVELAN NASH PIPELINE SUMMARY Travelan® For personal use only Status in Nov 2013 Progress in 2015 Country Discussions Term Sheet Licensed Regulatory In Market Canada South Korea Other Asian Countries US (partnered) No regulatory process United States (direct) India China * Regulatory appli
Slide 16: NASH/ASH (Inflamed Fatty Liver)
For personal use only 3. NASH/ASH (INFLAMED FATTY LIVER)
Slide 17: What is NASH? A spectrum of conditions
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY What is NASH? – a spectrum of conditions For personal use only increasingly a cause of liver cancer Cirrhosis: Severe liver damage Liver Fibrosis: Scarring of liver tissue NASH: Inflamed Fatty Liver Lipotoxicity Liver: Fat accumulation We eat badly and are
Slide 18: What is NASH? Some numbers
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY What is NASH? – Some numbers For personal use only Population = 100% Cirrhosis; 1 in 10 NASH > 5% NAFL~ 25%
Slide 19: NASH - How Big is the Opportunity?
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY NASH – How Big is the Opportunity? For personal use only How Big is the Opportunity? = Estimated $40B Market in 2025 NASH - The Next Big Global Epidemic in 10 Years? Deutsche Bank, Markets Research, 14 July 2014
Slide 20: There is also ASH: alcoholic steatohepatitis
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY For personal use only There is also ASH: alocoholic steatohepatitis My Doctor said “Only one glass of alcohol a day” ….I can live with that. IMM-124E chosen by NIH from 27 candidates for a phase II study in ASH. Currently recruiting.
Slide 21: Current Treatments Available for NASH? None
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY For personal use only Current Treatments Available for NASH? None
Slide 22: Immuron's Solution for ASH and NASH
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY Immuron’s Solution for ASH and NASH For personal use only IMM-124E treats the liver and improves insulin resistance, liver function and reduces high cholesterol, by reducing inflammation and fibrosis. IMM-124E operates only in the gut and does not enter bl
Slide 23: Phase II trials started and recruiting
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY For personal use only 2 Phase II trials started and recruiting NASH- IMMURON FUNDED ASH- NIH FUNDED Phase II trial has begun: Phase II trial has begun: - Over 20 world class sites participating - Currently Recruiting - First 30 patients randomised or dosed
Slide 24: NASH Sites - Australia
NASH Sites - Australia For personal use only Princess Alexandra Hospital, Brisbane, QLD Westmead Hospital, Sydney, NSW Nepean Hospital, Sydney, NSW Box Hill Hospital Melbourne, VIC Alfred Hospital Melbourne, VIC Royal Melbourne Hospital, VIC
Slide 25: NASH Sites - United States
NASH Sites – United States For personal use only Swedish MC Seattle, WA UVA, Charlottesville VA VCU, Richmond VA Cleveland Clinic, OH Bon Secours, Richmond/NN, VA U.Colorado, Duke Liver Center, Kansas City Denver, CO Durham NC GE&H, MO U Florida, Gainesville, FL Baylor St Luke’s Houston, TX 24 Immur
Slide 26: The Competitive Landscape
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY The Competitive Landscape For personal use only Bile Acid Anti-fibrotic Shire - LUM-002 Gilead - Simtuzumab, anti-fibrotic Galectin - galectin proteins Intercept - Obeticholic acid, modified bile acid Galmed - Aramchol, Conjugate of Anti-Inflammatory + (an
Slide 27: Robust Pipeline
For personal use only 4. ROBUST PIPELINE
Slide 28: The Immuron Pipeline
OVERVIEW TRAVELAN NASH PIPELINE SUMMARY The Immuron Pipeline For personal use only Indication Research Pre-clinical Phase I Phase II Phase III Market Traveller’s Diarrhea NASH (IMM-124E) ASH (IMM-124E) * Trial funded by NIH Clostridium difficile infection Other Projects: 27 • diabetes Immuron • Coli
Slide 29: In the pipeline: IMM-529 for C. diff
OVERVIEW TRAVELAN NASH/ASH PIPELINE SUMMARY In the pipeline For personal use only IMM-529 as therapy for infections due to US Hospitalisations Skyrocket Annually due to overuse of antibiotics C.diff Clostridium difficile (C.diff): a gut-borne bacteria 346,800 – superbug – more than US$3.2 billion in
Slide 30: Comparative Values - Nasdaq Peers
Comparative Values- Nasdaq Peers For personal use only * Immuron is significantly undervalued relative to peers listed on NASDAQ who are currently undertaking a Phase II study in NASH Average Value for these Companies is over $100 Million * Immuron is significantly undervalued relative to its peers
Slide 31: Summary
For personal use only 5. SUMMARY
Slide 32: Looking Forward 2015-16
OVERVIEW TRAVELAN® NASH PIPELINE SUMMARY For personal use only Looking Forward 2015-16 Travelan 1. Continue to increase Australian Travelan revenue 2. Increase Canadian Travelan revenue 3. Outstanding early Launch in the US 4. Continue to progress elsewhere overseas Another Products 5. Launch anti L
Slide 33: The Board and Management
The Board and Management Dr Roger Aston Roger has more than 20 years of experience in the pharmaceutical and biotech industries. He was the For personal use only Chairman Founding CEO Chief Executive Officer and a Director of Mayne Pharma Group Limited. Daniel Pollock Daniel is an internationally ex
Slide 34: Thank You
For personal use only THANK YOU