Sequana Medical N.v · EURONEXT:SEQUA
Sequana Medical — BioCapital Europe 2023
21 slides from Sequana Medical's conference presentation, Mar 3, 2023
Slide 1: Pioneers in the treatment of fluid overload
Pioneers in the treatment of fluid overload Liver disease, Heart failure & Cancer BioCapital Europe 2023 Ian Crosbie, CEO Sequana Medical
Slide 2: Disclaimers
Disclaimers Important Notice IMPORTANT: You must read the following before continuing. The following applies to this document, the oral presentation of the information in this document by Sequana Medical NV (the "Company") or any person on behalf of the Company, and any question-and-answer session t
Slide 3: Leading player in the treatment of fluid overload
Leading player in the treatment of fluid overload • Proprietary technologies meeting large and unmet clinical needs • Key clinical problem in liver disease, heart failure, renal failure and cancer • We are not replacing diuretics – we are targeting those patients for whom they are not effective • Di
Slide 4: alfapump
alfapump® Proven step change in the treatment of liver refractory ascites
Slide 5: Refractory ascites – key complication of liver cirrhosis
Refractory ascites – key complication of liver cirrhosis Fatty liver disease / NASH is driving dramatic growth and change in attitudes to liver cirrhosis patients Typical patient life(1) Viral Alcoholic Liver infections “Normal Life” Disease (Hepatitis B & C) ~5 days Non-Alcoholic Steatohepatitis De
Slide 6: alfapump
alfapump Eliminating fluid from the peritoneal cavity – working in partnership with the bladder Fully implanted Breakthrough Device Designation Automatic operation Wireless battery charging Remote data monitoring Proven capabilities – over 950 systems implanted 6 Strong IP barriers through extensive
Slide 7: POSEIDON – successful North American pivotal study
POSEIDON – successful North American pivotal study 40 patients with recurrent or refractory ascites due to liver cirrhosis implanted with the alfapump Primary effectiveness endpoints exceed predefined thresholds for study success • 100% median per-patient reduction in therapeutic paracentesis (p<0.0
Slide 8: Well positioned for successful US commercialization
Well positioned for successful US commercialization Publications & US patient US filing & presentations preference study approval Submit POSEIDON data for Survey study to quantify patients’ PMA filing planned for H2 2023 presentation at medical liver preferences for alfapump, including FDA approval
Slide 9: Large and growing North American patient population
Large and growing North American patient population NASH is forecast to drive significant growth for many years – and changing attitudes to cirrhosis North American patients with Over Over recurrent or 6 – 7% annually 75,000 170,000 refractory ascites due to liver cirrhosis 2025 2035 Market potentia
Slide 10: US – Go direct to liver transplant centers
US – Go direct to 90 liver transplant centers Highly efficient approach to target doctors and patients – driven by treatment guidelines 125 adult centres, of which 90 cover 95% of transplants ~50 commercial team initially Source: Organ Procurement & Transplantation Network, US Dept of HHS (optn.tran
Slide 11: DSR
DSR® Disease-modifying heart failure drug therapy
Slide 12: Congestion is key driver of morbidity & hospitalization
Congestion is key driver of morbidity & hospitalization Diuretic-resistance is common and there are few effective clinical alternatives US hospitalizations HF hospitalizations annually due to ~1m 90% due to fluid overload heart failure (HF)(3) (AKA congestion)(3) c.5d Typical Annual costs of US hosp
Slide 13: Direct Sodium Removal (DSR)
Direct Sodium Removal (DSR) Eliminating fluid spread across the body – working in partnership with the kidneys 1 Sodium-free DSR product 2 Sodium diffuses from 3 DSR product + extracted 4 Body eliminates free water administered to peritoneal body into DSR product sodium removed from body to restore
Slide 14: DSR – disease-modifying heart failure drug therapy
DSR – disease-modifying heart failure drug therapy RED DESERT and SAHARA deliver clinical proof-of-concept of DSR with long-lasting clinical benefits Clinically meaningful decongestion and durable improvements in cardio-renal health Safe, effective and rapid elimination of fluid overload / restori
Slide 15: DSR 2.0 has improved therapeutic and safety profile
DSR 2.0 has improved therapeutic and safety profile Strong granted IP drives high margin recurring revenue stream DSR 1.0 DSR 2.0 Sodium-free D10% (off-the-shelf) Sodium-free dextrose / icodextrin (proprietary) Clinical proof-of-concept Improved therapeutic profile Rapid clinical path Favora
Slide 16: On track to commence MOJAVE in Q2
On track to commence MOJAVE in Q2 Intended to deliver the clinical data package required for partnering transaction 2022 2023 2024 CMC Proprietary DSR 2.0 product development GLP animal studies (safety) Phase 1 study (Canada) YUKON up to 10 patients on stable peritoneal dialysis, single treatmen
Slide 17: Multi-billion market opportunity for DSR product
Multi-billion market opportunity for DSR product Delivering value through reduced hospitalization and improved survival • ~400K chronically congested HF patients hospitalized per year in the US and EU (“frequent flyers”) • High cost patients with major burden on healthcare systems, payors and patien
Slide 18: Outlook
Outlook Strong near term value drivers with clear long term potential
Slide 19: Strong outlook for value drivers
Strong outlook for value drivers North American alfapump study – POSEIDON Liver disease / Q4 ‘22: H2 ‘23: H2 ‘23: NASH Primary endpoint Data patient FDA submission readout preference study for US approval H2 H1 H2 2022 2023 2023 Q4 ‘22: Heart failure Q1 ‘23: Q2 ‘23: H2 ‘23: Top-line results IND fi
Slide 20: Leader in large and growing markets with unmet needs
Leader in large and growing markets with unmet needs alfapump® in liver disease – market potential growing to over $2.5 billion by 2035(1) • NASH is changing liver cirrhosis market and driving strong growth • Approved in EU / FDA breakthrough device status / Strong IP portfolio • North American pivo
Slide 21: Contact info
Contact info IR@sequanamedical.com +32 498 053579 www.sequanamedical.com