Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Jefferies London Healthcare Conference 2019
31 slides from Telix Pharmaceuticals's conference presentation, Nov 21, 2019
Slide 1: See it. Treat it.
For personal use only See it. Treat it. Telix Pharmaceuticals Limited (ASX: TLX) Dr Chris Behrenbruch, CEO Jefferies London Healthcare Conference London 21st MOVEMBER 2019
Slide 2: Disclaimer
Disclaimer For personal use only The information contained in this presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (“Telix”) in any jurisdiction, including the United States. No representation or warra
Slide 3: Company snapshot
Company snapshot • Late-stage pipeline of Molecularly Targeted Radiation (MTR) products : prostate, kidney, brain(1) cancers For personal use only • Founded in 2015, ASX IPO November 2017 • 8 clinical trials in progress • Clinical / regulatory footprint in 17 countries • Distribution network covers
Slide 4: Financial snapshot
Financial snapshot For personal use only ASX:TLX Since Listing Share price (A$) (1) $1.91 Shares on issue (M) 253.28 Market capitalisation (A$M) A$484m / USD $330M ASX listing Nov 2017 at A$0.65 / share (A$50M raised) Subsequent share placement Jul 2019 at A$1.30 / share (A$45M raised) Cash (A$M) (1
Slide 5: Understanding Molecularly Targeted Radiation (MTR)
For personal use only Understanding Molecularly Targeted Radiation (MTR) Telix Pharmaceuticals Limited (ASX: TLX) 5
Slide 6: Molecularly Targeted Radiation precisely delivers radiation to cancer cells
Molecularly Targeted Radiation precisely delivers radiation to cancer cells For personal use only 1. MTR drug 2. Intravenous injection 3. Targeted delivery of radiation to cancer cells Radioactive Small molecule or antibody Isotope binds to a cancer cell (The “Payload”) (The “Targeting Molecule”) A
Slide 7: Molecularly Targeted Radiation enables precise diagnostic imaging of a cancer
Molecularly Targeted Radiation enables precise diagnostic imaging of a cancer (See the cancer) For personal use only Benefit Impact Accurate cancer staging Optimal patient selection Personalised therapy Personalised radiation dose for the patient’s cancer burden. Reduced side effects PET (1) scanner
Slide 8: Molecularly Targeted Radiation is highly effective at treating cancer
Molecularly Targeted Radiation is highly effective at treating cancer (Treat the cancer) For personal use only Benefit Impact Precise Acts only on cancer tissue, with minimal ‘off-target’ damage to healthy tissues Systemic Targets cancer cells wherever they are located in the body Durable Targets ca
Slide 9: Clinical Pipeline
For personal use only Clinical Pipeline Telix Pharmaceuticals Limited (ASX: TLX) 9
Slide 10: Telix's advanced pipeline focuses on three main cancers
Telix’s advanced pipeline of Molecularly Targeted Radiation products focuses on three main cancers (1) For personal use only Cancer Targeting Cell Radioactive Molecule Target Isotope Phase I Phase II Phase III Commercial Small Prostate 68Ga PSMA (3) TLX591 CDx Imaging molecule Antibody PSMA 177Lu TL
Slide 11: Prostate Cancer Program
For personal use only Prostate Cancer Program Telix Pharmaceuticals Limited (ASX: TLX) 11
Slide 12: illumet (TLX591 CDx) is Telix's diagnostic imaging agent for prostate cancer
illumet™ (TLX591 CDx) is Telix’s diagnostic imaging agent for prostate cancer (1) For personal use only illumet ™ (TLX591 CDx) Drug Snapshot illumet ™ (TLX591 CDx) Kit for Imaging Prostate Cancer Molecule / Isotope Target • PSMA11 is the most widely used PSMA targeting agent 68Ga-HBED-PSMA11 Prostat
Slide 13: Superior sensitivity / specificity compared with standard care
Superior sensitivity / specificity compared with standard care For personal use only Typical 68Ga-PSMA-11 scan of a Illustration of missed disease in a biochemical patient with biochemical recurrence recurrence patient imaged with Axumin® (post-prostatectomy, rising PSA) (Courtesy UCLA) 13
Slide 14: Early illumet adoption is growing rapidly
Early illumet™ (TLX591 CDx) adoption is growing rapidly (1) For personal use only • >100 sites around the world use the product routinely or in clinical trials • Mostly large cancer centres that are capable of doing 10- 15 patients per week (upon product approval) • On track to deliver ~12,000 patie
Slide 15: TLX591 is in development for advanced prostate cancer
TLX591 is in development for advanced prostate cancer For personal use only TLX591 Drug Snapshot TLX591 Prior Clinical Evidence Molecule / Isotope Target • Retrospective cross-trial comparison between 177Lu-DOTA-huJ591 Prostate specific membrane TLX591 (Telix) and antigen (PSMA) PSMA-617 (Novartis)
Slide 16: Kidney Cancer Program
For personal use only Kidney Cancer Program Telix Pharmaceuticals Limited (ASX: TLX) 16
Slide 17: TLX250 CDx is the first diagnostic imaging agent for kidney cancer
TLX250 CDx is the first diagnostic imaging agent for kidney cancer (1) For personal use only TLX250 CDx Drug Snapshot TLX250 CDx Imaging of Renal Cell Carcinoma Molecule / Isotope Target CT scan TLX250 CDx PET-CT scan (1) 89Zr-DFO-girentuximab Carbonic anhydrase IX (CA IX) Existing clinical data Cur
Slide 18: Sens/Spec > 85%, PPV 95% - Precision Imaging of ccRCC
Sens/Spec > 85%, PPV 95% - Precision Imaging of ccRCC For personal use only CT PET/CT Imaging sensitivity/specificity is non-inferior to invasive biopsy based on REDECT Phase III study. Highly disruptive. 18
Slide 19: TLX250 is in development for treatment-refractory kidney cancer
TLX250 is in development for treatment-refractory kidney cancer For personal use only TLX250 Drug Snapshot TLX250 Prior Clinical Evidence Molecule / Isotope Target • Marked slowing of tumour growth (1) 177Lu-DOTA-girentuximab Carbonic anhydrase IX o 40% growth in tumour size in 3 months (CA IX) prio
Slide 20: Brain Cancer Program
For personal use only Brain Cancer Program Telix Pharmaceuticals Limited (ASX: TLX) 20
Slide 21: TLX101 demonstrates encouraging early results in brain cancer
TLX101 demonstrates encouraging early results in brain cancer (1) For personal use only TLX101 Drug Snapshot TLX101 Case Study in Brain Cancer Treatment Molecule / Isotope Target 10 month Baseline follow-up 131I-IPA Large amino acid scan scan transporter 1 (LAT1) • Treatment 2GBq TLX101 single dose
Slide 22: Commercialisation
For personal use only Commercialisation Telix Pharmaceuticals Limited (ASX: TLX) 22
Slide 23: Telix has established a global supply chain and distribution network
Telix has established a global supply chain and distribution network For personal use only • Multiple commercial partnerships with leading global healthcare companies and distribution Backup networks • For clinical trials and early commercial product roll-out Telix Pharmaceuticals Limited (ASX: TLX)
Slide 24: Sector is highly active
Sector is highly active For personal use only • Competing Phase III prostate • Limited pipeline, most of the valuation • NASDAQ: PGNX cancer program based on a single orphan program • Market cap US$500M • Acquired by Novartis in (Lutathera®) for neuroendocrine cancer • Pending acquisition by Lantheu
Slide 25: Multiple inflection points in 2020
Multiple inflection points in 2020 For personal use only TLX101’s orphan status means a Second product successful Phase II submission started may support a rapid for regulatory registration trial First significant $ approval from approved product Major value inflection point Kidney Cancer Imaging Pr
Slide 26: Leadership
For personal use only Leadership Telix Pharmaceuticals Limited (ASX: TLX) 26
Slide 27: Board of Directors
Board of Directors Mr H. Kevin McCann, AM For personal use only Dr Chris Behrenbruch Independent, Non-Executive Chair Chief Executive Officer Mr Kevin McCann is Chairman of Citadel Group Limited and the Sydney Harbour Dr Chris Behrenbruch has twenty years of healthcare entrepreneurship and executive
Slide 28: Board of Directors
Board of Directors Dr Andreas Kluge For personal use only Mr Oliver Buck Non-Executive Director Non-Executive Director Dr Andreas Kluge has 20 years of clinical research and development experience, Mr Oliver Buck is a bio-physicist who has spent his professional career in a variety including as Foun
Slide 29: Management Team
Management Team For personal use only Dr Chris Behrenbruch Mr Douglas Cubbin Chief Executive Officer Chief Financial Officer Dr Chris Behrenbruch has twenty years of healthcare entrepreneurship and executive Mr Doug Cubbin is a Certified Practicing Accountant with thirty years of experience leadersh
Slide 30: Management Team
Management Team For personal use only Dr David N. Cade Dr Bernard Lambert Chief Business Officer & Head of Investor Relations President, Telix USA Dr David Cade joined Telix in October 2019 as Chief Business Officer and Head Dr Bernard Lambert was Vice President, CMC and Radiopharmaceutical Developm
Slide 31: See it. Treat it.
For personal use only See it. Treat it. telixpharma.com 31
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