Zelira Therapeutics Ltd. · ASX:ZLD
Zelira Therapeutics — Investor Presentation (May 2020)
27 slides from Zelira Therapeutics's investor presentation, May 1, 2020
Slide 1: Zelira Therapeutics: A Leading Global Medicinal Cannabis Company
For personal use only ZELIRA THERAPEUTICS A LEADING GLOBAL MEDICINAL CANNABIS COMPANY ASX: ZLD OTCQB: ZLDAF WWW.ZELIRATX.COM
Slide 2: Disclaimer & Important Notice
DISCLAIMER & IMPORTANT NOTICE Disclaimer For personal use only This presentation has been prepared by Zelda Therapeutics Ltd ACN 103 782 378 (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Comp
Slide 3: Zelira Therapeutics
ZELIRA THERAPEUTICS For personal use only • Globally integrated company developing, and marketing clinically validated medicinal cannabis products • US, Australia and EU footprint to rapidly access the largest, most profitable & fastest growing cannabis markets • Leading pipeline of products in clin
Slide 4: Commercialization Strategy
For personal use only COMMERCIALIZATION STRATEGY 4
Slide 5: 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 6: 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 Branding Attracts Revenues from Global • Proprietary formulations Price Premium Distrib
Slide 7: 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 • US$10BB market is >100X larger than Australia • Novel virtual distribution strategy to accelerate access to entire US market • License products, IP, technic
Slide 8: How Are We Different?
For personal use only HOW ARE WE DIFFERENT? 8
Slide 9: 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 9
Slide 10: 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 11: 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 -
Slide 12: 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 13: Zelira's Diversified Revenue Model
ZELIRA’S DIVERSIFIED REVENUE MODEL For personal use only LAUNCH & CLINICAL ORAL LEARN DERMATOLOGY HEALTH PHARMA TRIALS Autism Insomnia RX Toothpaste Pain Aged disorders Opioid Sparing Full Spec CBD Mouth Wash GI Autism OTC Consumer Brand 13
Slide 14: Efficacy of Zelira's Medicinal Cannabis Formulation (ZTL-101) for Chronic Insomnia
For personal use only EFFICACY OF ZELIRA’S MEDICINAL CANNABIS FORMULATION (ZTL-101) FOR TREATING CHRONIC INSOMNIA WORLD’S FIRST PHASE 1A/2B CLINICAL TRIAL TARGETING SLEEP DISORDERS 14
Slide 15: Key Insomnia Stats - USA Market
KEY INSOMNIA STATS-USA MARKET Insomnia is the most common sleep disorder in America For personal use only 30% 83% Of people who suffer from depression also experience symptoms of insomnia. Adults have ~60m symptoms of Affected by insomnia Nearly 50% insomnia Of adults > 60 suffer from symptoms of in
Slide 16: Zelira: Insomnia Phase 1a/2b Trial
ZELIRA: INSOMNIA PHASE 1A/2B TRIAL For personal use only A Study to Evaluate the Efficacy of Sublingual Cannabinoid Based Medicine Extract (ZTL-101) Compared with Placebo for the Treatment of Sleep Disorders Due to Insomnia Investigational Team: PI - Prof Peter Eastwood, Clinical Prof David Hillman,
Slide 17: ZTL-101 Met Primary and Secondary Endpoints
ZTL-101 MET PRIMARY AND SECONDARY ENDPOINTS Primary Endpoints Secondary Endpoints For personal use only Improved Objective and Subjective SAFE Measures of Insomnia • No serious adverse events Statistically significant improvement in: • Adverse events mild and transient • Time spent asleep • Maximal
Slide 18: Patient Comments
PATIENT COMMENTS * For personal use only Person Placebo ZTL-101 “Fell asleep and did not wake up in middle “Has zero effect on any insomnia.” of night…more than in past 22 years.” “Even with double doses for this “I haven't slept this well in a very long arm, still not sleeping.” time.” “Stayed awak
Slide 19: ZTL-101 Comparable to Current Sleep Medications
ZTL-101 COMPARABLE TO CURRENT SLEEP MEDICATIONS For personal use only Criteria Temazepam Zolpidem Suvorexant Melatonin ZTL-101 (Temtabs®) (Stilnox®/Ambian®) (Belsomra®) Aspen Sanofi Merck Rapid Sleep Onset +/- ✓ ✓ X X Improved Sleep ✓ +/- X ✓ X Maintenance Increase Total Sleep ✓ ✓ ✓ ✓ X Improve ‘Qua
Slide 20: Summary for ZTL-101
SUMMARY FOR ZTL-101 For personal use only • First clinically validated medicinal cannabis drug targeting chronic insomnia • Phase 1b/2b clinical trial successfully achieved all primary and secondary endpoints • ZTL-101: safe and tolerable • ZLT-101 is efficacious: Patients slept longer, slept sooner
Slide 21: Corporate
For personal use only 21 CORPORATE
Slide 22: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only FINANCIALS (as at 30 April 2020) SHARE PRICE (as at 30 April 2020) AUD$ • Share Price $0.046 • 52w Range $0.022 - 0.091 • Current shares on issue 966m • Market Capitalization $44m CAPITAL STRUCTURE (Fully Diluted2) • Cash (Mar 2020) $4.02m Structure Major Sha
Slide 23: 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) (2019) Ratio Approved for Sativex (MS spasticity) and Epidolex® (childhood epilepsy), GW Pharmaceuticals $3.0
Slide 24: Board of Directors
BOARD OF DIRECTORS For personal use only Osagie Imasogie Harry Karelis Dr Richard Hopkins Dr Oludare Odumosu Jason Peterson Lisa Gray Chairman of the Board Vice Chairman of the board CEO & Managing Director CEO & Managing Director USA Director Director EX-US • Over 30 years in the field of law, • Co
Slide 25: Rich Product Pipeline Launching in 2020
RICH PRODUCT PIPELINE LAUNCHING IN 2020 For personal use only Launch Market 1H 2020 2H 2020 Autism Launched Insomnia (ZTL-101) (2020) Revenues Aged Disorder (2020) Clinical Trial Oral Health (2020) Dermatology 2021 Targeted Pain/GI (2021) 25
Slide 26: Upcoming Milestones
UPCOMING MILESTONES • Clinical Trial Results For personal use only o Phase II Insomnia Trial - Successfully achieved primary and secondary endpoints. o Phase Ib Opioid Sparing Trial (Reports 1H 2020). Fully recruited. • International launch of multiple proprietary products o HOPE™ Grows for Autism®
Slide 27: 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 3-18 MONTHS 27
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