BTC Health Ltd Registered · ASX:BTC

BTC Health Ltd Registered — BioTech Capital — Shareholder Meeting (November 2007)

37 slides from BTC Health Ltd Registered's shareholder meeting presentation, Nov 20, 2007

  1. Slide 1: 2007 Annual General Meeting

    2007 Annual General Meeting For personal use only 20 November 2007, Sydney 1

  2. Slide 2: Outline

    Outline For personal use only  Year in review  Portfolio  Milestones  Investment Activity  Outlook  Background Information 2

  3. Slide 3: BioTech Capital (BTC)

    BioTech Capital (“BTC”) For personal use only “BioTech Capital is an active, specialist fund focused on life sciences, that invests in Australian companies seeking to develop and commercialise innovative science and technology“ 3

  4. Slide 4: Year in Review

    Year in Review For personal use only  Global capital markets continue to show resilience despite sub-prime mortgage crisis  Risk has been re-priced however equity market indices continue to perform strongly  Large biotech companies able to raise reasonable funds  Small biotech companies continue

  5. Slide 5: Relative Performance Since Listing

    For personal use only Au g 50 100 150 200 250 0 N 00 ov J a 00 n Ap 01 r Ju 01 n Se 01 p N 01 BTC ov Fe 01 b Ap 02 r0 Ju 2 l Se 02 ASX Healthcare Index p NASDAQ Biotech Index D 02 ec Fe 02 b M 03 ay Ju 03 l O 03 ct D 03 ec M 03 a M r 04 ay Au 04 g O 04 ct J a 04 n M 05 ar Relative Performance Since

  6. Slide 6: Portfolio companies

    For personal use only Portfolio companies 6

  7. Slide 7: BTC Portfolio (at market Oct 2007)

    BTC Portfolio (at market 31 Oct 2007) For personal use only XRT 16% Net Cash 28% Phylogica 15% Alchemia 3% Starpharma 3% Biocomm Continence Control 3% Systems Stem Cell Sciences 11% 4%Neurodiscovery Sensear Pacific Knowledge Systems 4% 7% 6% 7

  8. Slide 8: Significant milestones achieved

    Significant milestones achieved For personal use only  Alchemia  Secures manufacturing and distribution agreement with Dr Reddy’s Laboratories for synthetic heparin  Demonstrates positive efficacy data for HyCAMP in patients with metastatic colorectal cancer  Appoints new Chief Executive Officer

  9. Slide 9: Milestones cont: Phylogica

    cont… For personal use only  Phylogica  Appoints Dr Doug Francis as Head of Drug Development (ex-Pharmaxis)  Appoints Dr Mark Pierce as Director – former Senior Vice President of Clinical Research at Pfizer  Awarded grant to develop drugs to prevent brain damage associated with traumatic brain i

  10. Slide 10: Milestones cont: Pacific Knowledge Systems, Starpharma

    cont… For personal use only  Pacific Knowledge Systems  Revenues continue to grow  Successful in attracting new clients  Significant partnership with European group continues to achieve key milestones  US activities significantly increased  Starpharma  Former Dow Corning Chairman joins the Bo

  11. Slide 11: Milestones cont: Stem Cell Sciences, XRT

    cont… For personal use only  Stem Cell Sciences  Licenses neural stem cell technology to Merck  Lists on ASX raising A$12m  Restructures relationship with SCS KK via territorial rights buyback  Exclusive agreement with Italian group to commercialise novel muscle cells  Appointment of new CEO D

  12. Slide 12: Investment Activity

    Investment Activity For personal use only  Underperforming holdings removed from portfolio  Active management of existing companies providing assistance in M&A and capital raisings  Three new investments made for the year – Neurodiscovery – Sensear – Generic Health  In line with revised focus on

  13. Slide 13: Neurodiscovery Ltd

    Neurodiscovery Ltd (ASX:NDL) For personal use only  Core expertise in electrophysiology and mechanism of pain  Provide consulting services to many global groups generating solid revenues and growing strongly  Leveraging this expertise to identify novel therapeutic agents  Clinical trials underwa

  14. Slide 14: Sensear Pty Ltd

    Sensear Pty Ltd For personal use only  Developed novel hearing technologies with initial market being OH&S for workers operating in noisy environments  Can identify speech in noisy environments allowing for workers to communicate normally with each other whilst retaining hearing protection  Bluet

  15. Slide 15: For personal use only

    For personal use only 15

  16. Slide 16: For personal use only

    For personal use only 16

  17. Slide 17: For personal use only

    For personal use only 17

  18. Slide 18: Generic Health Pty Ltd

    Generic Health Pty Ltd For personal use only  Focus on being low cost supplier of key generic medicines in the Australian market  Secured reliable, high quality, low cost suppliers  Existing customer base of 1,500 pharmacies  Growing pipeline of drugs coming off-patent  Strong growth in the pro

  19. Slide 19: biotech CAPITAL

    biotech CAPITAL PRESCRIPTION ONLY MEDICINE PRESCAIPTION ONLY MEDICINE FPEISCRETICN comer MECHSE 19

  20. Slide 20: Outlook

    Outlook For personal use only  Strong outlook for BRIC economies driving Australian economy and capital markets  Resources sector in particular very strong and maintaining momentum (now entering sixth year)  Market risk increased significantly due to sub-prime credit impact  Prospect of US slowd

  21. Slide 21: Why invest in BTC?

    Why invest in BTC? For personal use only  Diversified portfolio in terms of stage of development and sector  Access to expertise and networks of leading scientists when assessing investment opportunities  Retail investors get access to unlisted Australian biotech companies  Trading at a discount

  22. Slide 22: Portfolio companies

    Portfolio companies For personal use only 22

  23. Slide 23: Background Information

    For personal use only Background Information 23

  24. Slide 24: Our Portfolio

    Our Portfolio For personal use only  Alchemia – proprietary chemistry technology to produce novel therapeutics  Biocomm – holding company to several early stage companies (Cryptopharma, CNS Bio, Hatchtech)  Continence Control Systems – developing a portfolio of continence management technologies

  25. Slide 25: Our Portfolio

    Our Portfolio For personal use only  Phylogica – peptide-based therapeutics  Sensear – novel hearing technologies  Starpharma – nanotech leader exploiting dendrimer technology platform  Stem Cell Sciences – regenerative medicine, drug screening and therapeutics  XRT- high resolution imaging tec

  26. Slide 26: NTA Breakdown (as at October 2007)

    NTA Breakdown (as at 31 October 2007) For personal use only 31 October 07 Cost Price Board Valuation 1 M arke t Valuation 2 Cen ts p er BTC Cents p er BTC Co mpan y ASX Co de Cost P rice Cu rrent Valu e* Cents per B TC sh are Cu rrent Value* sh are sh are LISTED SECURITIES 1 Alchemia ACL $ 870,299 1

  27. Slide 27: Deal Flow

    Deal Flow For personal use only Proteomics Genomics Functional Food Informatics Enabling Technology Other Disco very Therap eutic Agricu ltural Platform Techno logy Diagnostic Medical Device 27

  28. Slide 28: Capital Structure

    Capital Structure For personal use only  Ordinary shares (BTC):  86,309,505  Substantial shareholders (as at 4 September 2007):  Select Asset Management: 22.09%  Lazard Asset Management: 7.43%  Top 20 hold 43.2%  4,284 shareholders 28

  29. Slide 29: Alchemia

    Alchemia For personal use only  Specialists in synthesis and manipulation of carbohydrates (VAST technology)  Novel combinatorial chemistry libraries  Lead compound can act as generic of heparin  Licensing discussions with various pharma/biotech companies  Novel anti-bacterial compound next in

  30. Slide 30: Biocomm

    Biocomm For personal use only  Restructured so now simply a holding company for three early stage biotech opportunities – CNS BIO – Hatchtech – Cryptopharma  A liquidity event in one of the above will trigger an in specie distribution to Biocomm shareholders 30

  31. Slide 31: Continence Control Systems

    Continence Control Systems For personal use only  Medical device company  Focused on severe urinary incontinence  Strong relationship with Cochlear  Human implants underway  Recently completed a merger with Colocare (faecal management for colostomates) 31

  32. Slide 32: Pacific Knowledge Systems

    Pacific Knowledge Systems For personal use only  Informatics platform technology  Labwizard – software tool for pathology labs  Customises and adds value to the processing of pathology results  Other applications identified broadening product range  “per click”revenue model coupled with annual

  33. Slide 33: Phylogica

    Phylogica For personal use only  Peptide based therapeutics  Next generation antibody-like therapies  Secure intellectual property position  Anti-inflammatory focus  Growing therapeutic pipeline  Leading burns molecule to enter the clinic in 2008 33

  34. Slide 34: Starpharma

    Starpharma For personal use only  World leader in nanomedicine  Exploiting unique characteristics of dendrimers  Diverse applications  Therapeutics  Drug delivery  Materials science  Surface coatings  Energy storage  Commercialisation of dendrimer platform gathering pace with several deals

  35. Slide 35: Stem Cell Sciences

    Stem Cell Sciences For personal use only  Technologies providing stem cells for:  Discovery and development of new drugs  Future application in human cell-based gene and tissue therapies  Immediate revenues from drug assays  Medium term revenues from discovery of novel growth factors 35

  36. Slide 36: XRT

    XRT For personal use only  High resolution imaging techniques using X-rays  Platform technology with multiple applications  Life sciences, non-destructive industrial testing, diamond inspection tools  At commercialisation stage of development – sales, licensing, partnering occurring now  Key M&

  37. Slide 37: Portfolio companies

    Portfolio companies For personal use only 37

BioTech Capital — Shareholder Meeting (November 2007) on 6ix