Mesoblast Limited · ASX:MSB
Mesoblast — Shareholder Meeting (November 2008)
12 slides from Mesoblast's shareholder meeting presentation, Nov 27, 2008
Slide 1: Executive Director's Presentation, Annual General Meeting
For personal use only Executive Director’s Presentation Annual General Meeting 27 November 2008
Slide 2: Mesoblast Share Price Performance Relative to ASX All Ords
For personal use only Mesoblast Share Price Performance Relative to ASX All Ords
Slide 3: Major Value Inflexion Points Since 2005
pmesoblast Major Value Inflexion Points Since 2005 Technical 1. Demonstrated scale-up of manufacturing process 2. Demonstrated safety of manufacturing and cells in patients 3. Shown that allogeneic (“off-the-shelf”) stem cells are effective Clinical 4. IND submissions for four Phase 2a trials cleare
Slide 4: Achieving Institutional Shareholder Support
pmesoblast Achieving Institutional Shareholder Support 1. transparent corporate structure and governance 2. identifying value inflexion points as corporate drivers (a) commercial (b) technical (c) clinical 3. risk mitigation strategies (a) seasoned management (b) multiple programs (c) early engageme
Slide 5: Robust Intellectual Property Underpins Commercial Products
Robust Intellectual Property Underpins Commercial Products For personal use only bone marrow + antibody Orthopaedic magnetic bone beads cartilage NON-IMMUNOGENIC magnet other cell types heart muscle Isolated Cultured Cells Cells Cardiac smooth muscle US Patent US Patent Global Patents granted grante
Slide 6: Our products combine speed to market with a high margin business model
pmesoblast Our products combine speed to market with a high margin business model MPC products are biologic drugs in a bottle e safer than small molecules e greater predictability from pre-clinical to human trial end-points e¢ more rapid regulatory approval e one donor -- thousands of patient doses
Slide 7: For personal use only
For personal use only Preclinical characterize stem cell population proof-of-principle small animal studies optimize ex vivo culture process in GMP facility safety/dose-ranging studies in large animal models Clinical • phase 2 trials to identify safe, effective dose • phase 3 trials to estab
Slide 8: Lead Orthopaedic Programs
For personal use only Lead Orthopaedic Programs 1. Spinal Fusion Indications lumbar: single-centre, FDA-cleared Phase 2a study • cervical: upcoming Phase 2a trial • anticipated Pivotal trial for intervertebral fusion 2009 2. Intervertebral disc repair/regeneration preclinical large animal study
Slide 9: Lead Orthopaedic Programs, cont'd
For personal use only Lead Orthopaedic Programs, c’td 4. Long bone repair Phase 1b trial long bone non-union completed • 10 patients with 11 non-union fractures of tibial or femoral fractures • range non-union 5-41 months • three with failed autograft and BMP treatment • all 10 patients followed f
Slide 10: Programs In Partnership With US-Based Angioblast Systems, Inc.
For personal use only Programs In Partnership With US-Based Angioblast Systems, Inc. 1. Congestive Heart Failure (CHF) FDA-cleared Phase 2a clinical trial in up to 60 patients multicentre, 3 dose-escalation 20 patients each dose, randomised 3:1 treatment/control first dose 17 patients enrolled, no s
Slide 11: Programs In Partnership With US-Based Angioblast Systems, Inc. (cont'd)
For personal use only Programs In Partnership With US-Based Angioblast Systems, Inc. (c’td) 4. Age-Related Macular Degeneration (AMD) and Diabetic Retinopathy efficacy demonstrated in rodent study; 42-animal non-human GLP primate study completed optimal dose identified for monotherapy significant sy
Slide 12: Commercial Strategies For Our Biologicals
For personal use only Commercial Strategies For Our Biologicals 1. Taking Individual Applications to Market On Own • highest capital and execution risk • greatest shareholder return 2. Partnering Specific Applications • share the risk, share the reward • reduces risk of execution failure e.g. Geneti