Zelira Therapeutics Ltd. · ASX:ZLD
Zelira Therapeutics — Non-Deal Roadshow (October 2019)
25 slides from Zelira Therapeutics's roadshow presentation, Oct 9, 2019
Slide 1: Creating the Leading Global Integrated Medicinal Cannabis Company
For personal use only ZELIRA THERAPEUTICS CREATING THE LEADING GLOBAL INTEGRATED MEDICINAL CANNABIS COMPANY ASX: ZLD OTCQB: ZLDAF WWW.ZELDATHERAPEUTICS.COM
Slide 2: Zelda + Ilera = Zelira Therapeutics
ZELDA + ILERA = ZELIRA THERAPEUTICS For personal use only • Creates globally integrated company to develop clinically validated cannabis medical products • US, Australia and EU footprint to access the largest, most profitable & fastest growing cannabis markets • A leading pipeline of products in cli
Slide 3: Zelira: Product Value Drivers
ZELIRA: PRODUCT VALUE DRIVERS • Three ongoing clinical trials with near-term milestones For personal use only • PHASE II Insomnia Trial (Sleep Centre, University of Western Australia) – Reports Q4, 2019 • PHASE 1B Opioid Reduction Trial (St Vincent’s Hospital, Melbourne) – Reports Q4, 2019 • OBSERVA
Slide 4: Zelira: Commercial Value Drivers
ZELIRA: COMMERCIAL VALUE DRIVERS • US operations and partnership with Ilera Healthcare/TerrAscend and Ilera Holistic to access North America For personal use only • Distribution agreements to access fastest growing markets in Australia, Germany & UK • Manufacturing agreement with HAPA pharm BV to su
Slide 5: Commercialization Strategy
For personal use only COMMERCIALIZATION STRATEGY 5
Slide 6: Medicinal Cannabis: Accelerated Path to Market
MEDICINAL CANNABIS: ACCELERATED PATH TO MARKET Conventional Pharmaceutical Development Path 10 years to market, $1 Billion-expensive medicine For personal use only Preclinical Clinical (Phase 1, 2 3) Registration Market Revenue starts $$ Emerging Market for Unregistered Cannabis Medicines Legal, saf
Slide 7: Differentiated Commercialization Model
DIFFERENTIATED COMMERCIALIZATION MODEL For personal use only License or partner with leading Design key pre-clinical Value Adding and clinical studies Pharma/Biotech or distribution partner • Clinically validated Attracts Price Revenues from Global • Proprietary formulations Premium Distribution/Lic
Slide 8: Zelira's Commercialization Strategy - USA
For personal use only ZELIRA’S COMMERCIALIZATION STRATEGY - USA Licensing (IP) Target MSO’s focused on medicinal cannabis Access 4M patients1 • Novel virtual distribution strategy to accelerate access to entire US market • License products, IP, technical and clinical dossiers • Access to premium val
Slide 9: Zelira's Commercialization Strategy (Ex-USA)
For personal use only ZELIRA’S COMMERCIALIZATION STRATEGY (EX-USA) Distribution/Licensing - >50K registered patients - Patient costs are reimbursable - Av patient spend €23/day Manufacturing - 50K registered patients by 2020 - Fastest growing global MC market - Emerging market - >300K registered pat
Slide 10: How Are We Different?
For personal use only HOW ARE WE DIFFERENT? 10
Slide 11: Focus on Current Patient Needs = Large Addressable Market
FOCUS ON CURRENT PATIENT NEEDS = LARGE ADDRESSABLE MARKET For personal use only Sleep Insomnia Anxiety Autism Pain Nausea Opioid Reduction Hope® Chronic Pain Inflammatory Skin Disorders Most common reasons patients use medicinal cannabis1. 1. Lintzeris, N et al., Medical Cannabis in Australia, 2016:
Slide 12: Zelira's Launch, Learn and Develop Model
ZELIRA’S “LAUNCH, LEARN AND DEVELOP” MODEL For personal use only MARKET SURVEY TO IDENTIFY UNMET NEED HIGH QUALITY OBSERVATIONAL PATIENT DATA TRIALS LAUNCH & LEARN CLINICAL TRIALS PATIENT DATA FROM PATIENT RESPONSE DISPENSARIES TO PRODUCT 12
Slide 13: Strategic Focus on Disrupting Traditional Pharma Markets
STRATEGIC FOCUS ON DISRUPTING TRADITIONAL PHARMA MARKETS For personal use only DIABETES ONCOLOGY PAIN ~US$330B TOTAL DRUG SPEND IN USA AUTSIM INSOMNIA Estimated annual cannabis substitution cost = $4.86 billion in 2019 (New Frontier Data1 ) Source: https://www.statista.com/statistics/238698/us-healt
Slide 14: Targeted Strategy to Disrupt Pain Market
TARGETED STRATEGY TO DISRUPT PAIN MARKET 63% cannabis patients registered for chronic pain1 For personal use only ~90% report cannabis more effective than standard pain medications1-3 ~85% reduced or stopped OTC or opioid pain medications3 5 0 M C H R O N I C 50M CHRONIC P A I N S U F F E R E R S PA
Slide 15: Expand Pain Market for Cannabis Medicines
EXPAND PAIN MARKET FOR CANNABIS MEDICINES For personal use only • Undertake ‘first-in-class’ clinical trials to validate range of clinical and commercial endpoints including; o Established clinical endpoints for pain o Substitution rates of concomitant pain therapies for cannabis o QALY impact of pr
Slide 16: Dermatology Subsidiary
DERMATOLOGY SUBSIDIARY Leverage the recognized brand and expertise of Karyn Grossman MD ( Grossman Dermatology) to formulate and For personal use only commercialize high quality, differentiated dermatology products for the dermatology subsidiary (currently Ilera Dermatology): • Dr. Grossman has 20%
Slide 17: Strong Intellectual Property Portfolio
STRONG INTELLECTUAL PROPERTY PORTFOLIO For personal use only Patent Priority Date Filing • Seven patent families filed covering: Cancer August 2016 WO2018/023166 - Cancer - Skin Disease (topical) Skin Disease August 2016 WO2018/023164 - Sleep Disorders Sleep Disorders August 2016 WO 2018/023163 - Ca
Slide 18: Zelira's Development Pipeline
ZELIRA’S DEVELOPMENT PIPELINE Partners Indication Preclinical Phase 1 Phase 2 Phase 3 For personal use only Insomnia Market Opioid Reduction Autism Observational Clinical (2019) ZELIRA’S LAUNCH, LEARN & DEVELOP MODEL Launch Market Autism Launched Revenues Aged Disorder (2020) Dermatology (2020) Clin
Slide 19: Corporate
For personal use only 19 CORPORATE
Slide 20: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only FINANCIALS (as at 2 Oct 2019) SHARE PRICE (as at 2 Oct 2019) AUD$ • Share Price $0.083 • 52w Range $0.033 - 0.115 • Shares on issue 755m • Market Capitalization $61m POST MERGER CAPITAL STRUCTURE1 1. Assuming performance shares issued • Cash (June 2019) $3.1m
Slide 21: Comparative Analysis
COMPARATIVE ANALYSIS CONFIDENTIAL. FOR INTERNAL REVIEW ONLY. DO NOT DISTRIBUTE. Market Cap Market Cap Revenue Company Name to Revenue Product & Development Status For personal use only (USD) (2018) Ratio Approved for Sativex (MS spasticity) and Epidolex (childhood epilepsy), multiple GW Pharmaceutic
Slide 22: Board of Directors
BOARD OF DIRECTORS For personal use only Osagie Imasogie Dr Oludare Odumosu Dr Richard Hopkins Harry Karelis Jason Peterson Lisa Gray Chairman of the Board CEO & Managing Director USA CEO & Managing Director Vice Chairman of the board Director Director EX-US • Over 30 years in the field of law, • Gl
Slide 23: Management
MANAGEMENT For personal use only Dr Richard Hopkins Dr Oludare Odumosu CEO & Managing Director ex-USA CEO & Managing Director USA Dr Deborah Cooper Dr Meghan Thomas Tom Borger Dir. Clinical Ops. Ex-US Manager Operations Ex- US Chief Business Officer US 23
Slide 24: Scientific Advisory Board
SCIENTIFIC ADVISORY BOARD For personal use only Dr Calvin Johnson Dr Cristina Sanchez Dr Ethan Russo Dr David Casarett Dr Dustin Sulak Dr Michael L Liebman • Former Secretary of Health for • Assistant Professor at • Paediatric and adult neurologist • Prof. of Medicine and a leading • Integrative med
Slide 25: Zelira Therapeutics Offers Investors Exposure to a Rapidly Emerging Global Industry
For personal use only ZELIRA THERAPEUTICS OFFERS INVESTORS EXPOSURE TO A RAPIDLY EMERGING GLOBAL INDUSTRY AT VERY ATTRACTIVE VALUATIONS AND SIGNIFICANT VALUE DRIVERS OVER THE NEXT 12-18 MONTHS 25
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