Invion Ltd. · ASX:IVX
Invion — Shareholder Meeting (November 2019)
32 slides from Invion's shareholder meeting presentation, Nov 4, 2019
Slide 1: ASX Announcement: Invion AGM Chairman's Address
ASX ANNOUNCEMENT INVION ANNUAL GENERAL MEETING CHAIRMAN’S ADDRESS AND CEO PRESENTATION TO SHAREHOLDERS For personal use only Melbourne, Australia, 4 November 2019: Invion Limited (ASX:IVX) is pleased to provide the Chairman’s Address and CEO Presentation to Shareholders, to be presented to the Compa
Slide 2: Chairman's Address continued and About Invion
ASX ANNOUNCEMENT We have also worked with a specialist light equipment manufacturer that delivered the new LAS-1 laser for Photosoft technology that meets our exact specifications. This was critical to optimize the activation of our photosensitive compound, which has been shown to be effective at ki
Slide 3: Transforming Photodynamic Therapy for novel & effective treatments for cancer
For personal use only Transforming Photodynamic Therapy for novel & effective treatments for cancer AGM Presentation 4 November 2019
Slide 4: Invion is developing Photosoft technology, the next-generation PDT
INVION IS DEVELOPING PHOTOSOFT™ TECHNOLOGY, THE NEXT-GENERATION PDT For personal use only Advancing Photosoft™ technology - a novel photosensitiser – with new IVX-PDT Lead products formulations in development for topical and intravenous use. IVX-PDT is more effective in killing cancer cells in in vi
Slide 5: Invion team: expertise in drug development
For personal use only INVION TEAM: EXPERTISE IN DRUG DEVELOPMENT
Slide 6: Strong experienced leadership
STRONG EXPERIENCED LEADERSHIP For personal use only CRAIG NEWTON THIAN CHEW MD & CEO CHAIRMAN • 30+ years operational experience in Biotech, Medical Devices and big • Managing Partner, Polar Ventures Pharma • Executive Director, Goldman Sachs proprietary investing (New York, Hong • Previous senior r
Slide 7: Management team: global experts in drug development
MANAGEMENT TEAM GLOBAL EXPERTS IN DRUG DEVELOPMENT For personal use only ALEXANDER BENNETT LOUISE WHITE TECHNICAL ADVISOR MANUFACTURING AND QUALITY ADVISOR • 35+ years experience in senior technical and management at Rofin • Over 35 years experience in the pharmaceutical industry and at ICI. • 13 ye
Slide 8: Leading cancer scientific advisors
LEADING CANCER SCIENTIFIC ADVISORS For personal use only DR ANDREW STEPHENS ASSOC. PROFESSOR LOUIS IRVING SCIENTIFIC ADVISORY BOARD MEMBER SCIENTIFIC ADVISORY BOARD MEMBER • 15+ years experience in novel treatment research and • Lung Cancer; Respiratory Physician, Peter MacCallum Cancer Centre, deve
Slide 9: Significant progress in FY 2019
SIGNIFICANT PROGRESS IN FY 2019 For personal use only MANUFACTURING - MANUFACTURING – LIGHT HUDSON RESEARCH IMPROVED SKIN CANCER AGENT SOURCE EQUIPMENT COLLOBARATION FORMULATION PROGRAM • AMT engaged as • Working with Chinese • Dr Andrew Stephens • New formulations • Enhanced Gel contract developer
Slide 10: Invion PDT mechanism of action
For personal use only INVION PDT MECHANISM OF ACTION
Slide 11: Photodynamic therapy: a novel cancer treatment
PHOTODYNAMIC THERAPY: A NOVEL CANCER TREATMENT For personal use only Photodynamic therapy (PDT) Combines photosensitiser Generates reactive oxygen Direct cell death and 1 compound with light- induced activation 2 species causing damage to organic molecules 3 induction of inflammatory response Light
Slide 12: Advantages of Photosoft technology
ADVANTAGES OF PHOTOSOFT™ TECHNOLOGY For personal use only PDT is a proven, effective cancer Is inert without light and Absorbs light in wavelengths to “light therapy. Photosoft™ has been rapidly clears from cells up” a tumour (diagnostic) or improved since inception activate oxygen free radicals tha
Slide 13: Next generation PDTs: Photosoft technology and IVX-PDT
Photosoft™ Technology For personal use only • Chlorin- based photosensitiser, multiple excitation peaks NEXT • Blue light – strong red fluorescence for lesion visualisation GENERATION PDTS: • Red light – generation of ROS for directed tissue ablation PHOTOSOFT™ • Non-toxic and tolerated at high dose
Slide 14: Invion's priority areas of development
For personal use only INVION’S PRIORITY AREAS OF DEVELOPMENT
Slide 15: IVX-PDT: optimising the drug and the manufacturing process
IVX-PDT: OPTIMISING THE DRUG AND THE MANUFACTURING PROCESS For personal use only AIM TO DATE FURTHER DEVELOPMENT To generate a IVX-PDT Active Invion has undertaken Invion will conduct further Pharmaceutical Ingredient extensive chemistry chemistry work to optimise the (API) that is high purity, stab
Slide 16: Laser light source developed to meet Invion requirements
For personal use only Guilin Xingda Photoelectric Medical Device Co. Ltd: a leading supplier of medical laser LASER LIGHT equipment in China, was commissioned by Invion to develop and supply laser light source SOURCE FOR devices, built to Invion’s exacting specifications: Highly controlled, high p
Slide 17: Skin cancer program using Invion's IVX-SKIN
SKIN CANCER PROGRAM USING INVION’S IVX-SKIN For personal use only Using Invion’s Topical PDT Product, IVX-SKIN, to treat skin cancers • Basal Cell Cancer (BCC) • Actinic Keratosis (pre-cancer) • Squamous Cell Cancer (SCC) Skin cancer is the most common cancer worldwide, with over 50 million cases of
Slide 18: IVX-SKIN unique positioning meeting an unmet need
IVX-SKIN UNIQUE POSITIONING MEETING AN UNMET NEED For personal use only GOOD METVIX / ALA Plus low pain… COSMETIC RESULT SURGERY POOR FAIR EFFECTIVENESS GOOD
Slide 19: Collaboration partnerships paving the way to clinical trials
COLLABORATION PARTNERSHIPS PAVING THE WAY TO CLINICAL TRIALS For personal use only Invion commencing clinical trials on superficial BCC (sBCC) and Actinic Keratosis (AK) Collaborations established VERACITY CLINICAL RESEARCH (QLD) VIVOPHARM FORMULYTICA • Engaged to run human skin • Engaged to underta
Slide 20: IVX-SKIN clinical studies: path to success
IVX-SKIN CLINICAL STUDIES PATH TO SUCCESS For personal use only Invion will optimise the IVX-SKIN drug/light combination to build clinical and commercial success STRATEGY: Target indications where we are differentiated by being less painful (eg vs Metvix) and better cosmesis than surgery. SKIN CANCE
Slide 21: IVX-SKIN: non melanoma skin cancer and actinic keratosis
IVX-SKIN: NON MELANOMA SKIN CANCER (NMSC) AND ACTINIC KERATOSIS (AK) For personal use only • 99% of skin cancers are non-melanoma. NMSC prevalence per 100,000s 3000 • BCC accounts for 70% of NMSC with SCC about 25%. 2000 • AK is a common pre-cancerous skin lesion which may progress to 1000 SCC. Aust
Slide 22: IVX-SKIN: NMSC and AK global market
IVX-SKIN: NON MELANOMA SKIN CANCER (NMSC) AND ACTINIC KERATOSIS (AK) For personal use only Basal Cell Carinoma Treatment Actinic Keratosis (AK) Treatment Global Market Global Market US$ m 12,000 10,000 10,000 8,000 8,000 6,000 6,000 4,000 4,000 2,000 2,000 0 0 2017 2024 2015 2022 1Actinic Keratosis
Slide 23: IVX-SKIN milestones: timeline to product registration submission
IVX-SKIN MILESTONES TIMELINE TO PRODUCT REGISTRATION SUBMISSION* For personal use only Invion’s expected product development timeline to regulatory submission: • Pre-clinicals • Phase III Clinical completed • Phase 1b Clinical Trial commences in Trial in BCC – long Actinic Keratosis − • Phase 1b Cli
Slide 24: IVX solid cancer program: exploring intravenous formulations
IVX SOLID CANCER PROGRAM EXPLORING INTRAVENOUS TREATMENT FORMULATIONS For personal use only Invion will begin clinical Invion is undertaking studies of IV formulations in Initial studies will position 1 initial IV development to support future clinical studies. 2 solid cancer treatments with a small
Slide 25: IVX-MES (mesothelioma): a growing cancer market
IVX-MES (MESOTHELIOMA) A GROWING CANCER MARKET For personal use only Mesothelioma Deaths for leading countries (Estimates) • Lung cancer accounts for 54–75 per cent of all occupational cancer. • Asbestos related cancer accounts for 55– 85 per cent of lung cancer and causes other cancers • Asbestos c
Slide 26: IVX-MES (mesothelioma): potential market
IVX-MES (MESOTHELIOMA) POTENTIAL MARKET For personal use only Global Market Study on Malignant Mesothelioma US$ m 750 625 500 375 250 125 0 2017 2025 1Persistance Market Research has published a new report titled “Global Market Study on Malignant Mesothelioma: Cisplatin and Combination Segment Proje
Slide 27: IVX solid cancer program: timeline to product registration submission
IVX SOLID CANCER PROGRAM TIMELINE TO PRODUCT REGISTRATION SUBMISSION* For personal use only Invion’s expected product development timeline to approval: • Phase 1b • Disease- Clinical Trial – • Phase III related long-term Clinical Trial – Laboratory follow up results studies commence at • Phase 1b •
Slide 28: Other applications of IVX-PDT
OTHER APPLICATIONS OF IVX-PDT DEVELOPING NEW TREATMENT OPTIONS For personal use only OVARIAN CANCER ANO-GENITAL CANCERS OTHER TOPICAL CONDITIONS • Studies led by Hudson • Studies led by Peter • Leverage novel topical Institute of Medical MacCallum Institute of formulation Research Cancer Research •
Slide 29: Peter MacCallum partnership: latest research agreement
PETER MACCALLUM PARTNERSHIP LATEST RESEARCH AGREEMENT For personal use only Peter Mac to start This is second Agreement with Peter Mac pre- Successful studies pre-clinical studies partnership with Peter Mac follows clinical studies to will pave the way using Invion’s IVX- world-leading encouraging p
Slide 30: Upcoming milestones
UPCOMING MILESTONES For personal use only H1 2020 H2 2020 H1 2021 H2 2021 Pre-clinical results ● Collaboration with research institute/s ● Disease-related Solid Cancer Laboratory studies commence at research institute ● Phase 1b Clinical Trial commences in BCC ● Clinical site appointed for solid can
Slide 31: Market overview
MARKET OVERVIEW Price and volume 160 0.04 For personal use only 140 $0.013 (at 29th October 2019) Market Cap A$71.5m (at 29th September 2019) 120 0.03 Share price ($) 100 Volume (m) 80 0.02 60 Clinical-stage life sciences 40 0.01 company developing the Focus PhotosoftTM technology as a 20 treatment
Slide 32: For personal use only
For personal use only