Cellbxhealth Plc · LSE:CLBX
Cellbxhealth — ANGLE — FY2021 Earnings Presentation
18 slides from Cellbxhealth's earnings presentation, Apr 28, 2022
Slide 1: Preliminary Results for the year ended 31 December 2021
Preliminary Results for the year ended 31 December 2021 Transforming cancer care with a liquid biopsy based on a simple blood test Andrew Newland and Ian Griffiths 28 April 2022
Slide 2: Legal disclaimer
LSE AIM: AGL OTCQX: ANPCY Legal disclaimer This presentation has been prepared by ANGLE plc (the “Company”). By attending this presentation and/or reviewing the slides you agree to be bound by the following conditions. The presentation slides which follow this notice and the oral presentation of whi
Slide 3: Liquid biopsy - improving patient outcomes and reducing healthcare costs
Liquid biopsy - improving patient outcomes and reducing healthcare costs Parsortix® cassette “ANGLE’s mission is to enable personalised cancer care by providing the best sample of the patient’s cancer from a simple blood test. Product-based solution for simple, effective, affordable repeat testing o
Slide 4: 2021 Highlights
2021 Highlights Significant progress against key strategic objectives • FDA review of De Novo Submission for Class II clearance in metastatic breast cancer response awaited – comprehensive response to AIR submitted as planned – regular and constructive dialogue with FDA • Clinical laboratories in th
Slide 5: Financial Results for the year ended 31 December 2021
Financial Results for the year ended 31 December 2021 2021 2020 £’000 £’000 Comments Statement of Comprehensive Income • Revenue increased by 33% Revenue and grant income 1,054 841 excluding grant income Cost of sales (302) (165) • Gross margin 70% Gross profit and grant income 752 676 Operating cos
Slide 6: Commercialisation process
Commercialisation process Leveraged Research ANGLE ANGLE Leveraged & Development* Development Process Clinical Laboratories Commercialisation Accelerator and Demonstrator 54 peer-reviewed publications Contract Research Assay Development Pharma Services Organisations (CROs) 29 independent cancer cent
Slide 7: FDA clearance: regulatory response awaited
FDA clearance: regulatory response awaited • FDA De Novo Submission for Class II clearance in metastatic breast cancer submitted 25 September 2020 – 600 subjects in clinical studies with four leading United States cancer centres – over 15,000 samples and 400 reports and technical documents – success
Slide 8: Clinical laboratories established in UK and United States
Clinical laboratories established in UK and United States • Pharma services business growing – first pharma services contracts signed including first assay development contract – initial capacity intended for 50,000 samples p.a. at $1,000 baseline price and up to $2,000 per sample – only a small num
Slide 9: Pharma services – early growth market for ANGLE
Pharma services – early growth market for ANGLE PD-L1 immunotherapy alone c. US $1.6 billion p.a. global market Price per sample Mean # of Number of Number of Number of samples Addressable number Addressable market p.a. PD-L1 Drug Trials (US$) patients per trial trials patients in trials per patient
Slide 10: Ovarian cancer test in development
Ovarian cancer test in development Clinical study in progress • 5-10% of women suffer from abnormal pelvic mass • Over 200,000 women p.a. in US alone have surgery for pelvic mass with advance diagnosis of ovarian cancer a critical unmet medical need • Two 200 patient studies already completed “The n
Slide 11: Ovarian cancer market opportunity c. US $1.3 billion p.a.
Ovarian cancer market opportunity c. US $1.3 billion p.a. (United States only) Reimbursement Number of patients Number of tests Addressable number of Addressable market Target m Application potential (US$) p.a. per patient p.a. tests p.a. p.a. (US$) entr 1 Pelvic mass surgery triage $1,000 200,000 1
Slide 12: Prostate cancer next major focus
Prostate cancer next major focus • 1 in 8 men will be diagnosed with prostate cancer – in the United States alone, estimated 250,000 new cases (2021) and 3.2 million (2018) living with prostate cancer • 1 million prostate biopsies undertaken each year in United States – despite advances in imaging,
Slide 13: Prostate cancer market opportunity c. US $6.7 billion p.a.
Prostate cancer market opportunity c. US $6.7 billion p.a. (United States only) Reimbursement Number of Number of tests Addressable number Addressable market per Target mark Application potential (US$) patients p.a. per patient p.a. of tests p.a. annum (US$) entry 1 High risk screening $1,000 1,203,
Slide 14: Growing body of evidence
Growing body of evidence Parsortix widely adopted by independent cancer research centres As at 31 December 2021 • Translational research market US$50 million p.a. • FDA clearance expected to help CTC clusters 46 CTC culturing published in Parsortix become the CTC system of choice Metastatic brain ca
Slide 15: Commercialisation aim to enable entire industry
Commercialisation aim to enable entire industry Wide variety of partnerships possible due to product-based approach with: • Medtech companies to expand revenue opportunities for installed base – expand from one-off tissue biopsy to repeat liquid biopsy tests – Abbott breast cancer FISH HER2 • Pharma
Slide 16: Near term milestones
Near term milestones • Expanding pharma services business: five customers in Leading cancer centres with original research and peer-reviewed publications using ANGLE’s Parsortix system (selection) place and growing • FDA clearance: regulatory response awaited* • Ovarian cancer headline results antic
Slide 17: Questions and answers
Questions and answers © ANGLE plc 2022 17
Slide 18: ANGLE plc contact details
ANGLE plc ANGLE Europe Ltd 10 Nugent Road Surrey Research Park Guildford GU2 7AF United Kingdom ANGLE North America Inc 5100 Campus Drive Suite 120 Plymouth Meeting PA 19462 USA ANGLE Biosciences Inc 50 Ronson Drive, Suite 105 Toronto Ontario M9W 1B3 Canada www.angleplc.com 18