Oncosil Medical Ltd · ASX:OSL
Oncosil Medical — Investor Presentation (October 2024)
34 slides from Oncosil Medical's investor presentation, Oct 28, 2024
Slide 1: Capital Raise Presentation
For personal use only Capital Raise Presentation October 2024 Nigel Lange, CEO & Managing Director ASX Code: OSL 1
Slide 2: Disclaimer
Disclaimer This Presentation has been prepared by OncoSil Medical Ltd (ASX:OSL) (OncoSil or the Company) to provide a general overview of the Company. This Presentation and the information contained may require further explanation and/or clarification. Accordingly, this Presentation and the informat
Slide 3: Executive Summary
Executive Summary • OncoSil Medical is commercialising the OncoSil device, an implanted device (brachytherapy) delivering targeted radiation (32P) to pancreatic tumours – In Oct-24, OncoSil Medical treated its 200th patient • OncoSil device is now approved for sale in over 34 countries via CE Mark C
Slide 4: Executive Summary: Significant achievements over CY24
Executive Summary • Received UKCA Certificate which includes the removal of all existing post-market restrictions in the UK (OSPREY registry) • 50% Recruitment achieved in landmark PANCOSIL study (a groundbreaking delivery method for OncoSil device) Significant • 50% Recruitment achieved in TRIPP-FF
Slide 5: Pancreatic Cancer Prognosis has Remained Unchanged for Years
Pancreatic Cancer Prognosis has Remained Unchanged for 40 Years1 Changes in survival, 1971-72 to 2010-11 0% 25% 50% 75% 100% For personal use only All Cancers Incidence Survival rates are very poor: Testis Malignant Melanoma • 8.5 months overall median survival Prostate Hodgkin Lymphoma • <12% reach
Slide 6: Pancreatic Cancer Stage at Diagnosis
Pancreatic Cancer Stage at Diagnosis Surgical resection remains the only potentially curative treatment for pancreatic cancer1 RESECTABLE LOCALLY ADVANCED METASTATIC For personal use only % of patients at diagnosis 15% 30% 55% Surgical resection with Palliative therapies Palliative therapies curativ
Slide 7: OncoSil Device
OncoSil Device Driving increased resection rates, downstaging, survival benefits and quality of life For personal use only OncoSil is intended for the treatment of OncoSil is currently implanted Percutaneous delivery is transformational locally advanced unresectable pancreatic directly into a pancre
Slide 8: How the OncoSil Device Works
How the OncoSil Device Works For personal use only Video Link 8
Slide 9: OncoSil plus Standard-of-Care Chemotherapy
OncoSil plus Standard-of-Care Chemotherapy Landmark analysis supports evidence of transforming prognosis and extending survival For personal use only Adding OncoSil to chemotherapy led to a high proportion of patients having -52% substantial reductions in their tumour volume (median 51.9%; range +11
Slide 10: OncoSil plus Standard-of-Care Chemotherapy: Resection and Downstaging
OncoSil plus Standard-of-Care Chemotherapy At least doubling the number achieving surgical resection or downstaging compared to chemotherapy alone1,2 For personal use only Around 1 in 4 patients (23.8% in PanCO; 28.6% in the More than doubled the More than doubled the Propensity Score analysis) with
Slide 11: Growing Global Adoption
Growing Global Adoption Sites undertaking For personal use only OncoSil Device treatments continue to grow Training Commenced Training Completed and ready to start Sites using OncoSil 11
Slide 12: Significant Commercial Opportunity
Significant Commercial Opportunity Existing Priority Markets Pancreatic Cancer Locally Advanced Market Opportunity Target Market Incidence p.a.1 Pancreatic Cancer2 ($USm) UK 12,710 3,813 ~98 For personal use only Spain 8,946 2,684 ~66 OncoSil device remains at the early- Italy 15,181 4,554 ~112 stag
Slide 13: Attractive Commercial Model
Attractive Commercial Model Compelling cost-benefit proposition with no direct competition • Average list price of ~€22k/~US$24k For personal use only Attractive Unit Economics • Gross Margin of 50% expected to increase to 65% driven by manufacturing productivity and targeting >75% at device margins
Slide 14: Eliminating Barriers to Hospital Adoption
Eliminating Barriers to Hospital Adoption MDR approval anticipated to increase market penetration across EU and UK markets For personal use only Current Status Incoming changes • OncoSil has now received the UK Conformity Assessment Certificate OSPREY Post Market Registry in EU removing all post-mar
Slide 15: Accelerating Commercialisation
Accelerating Commercialisation Enhancing market access in existing and new geographies For personal use only Program Description Key Milestones Commercial Impact • >50% recruitment achieved (11/20) Feasibility and safety of CT-guided percutaneous Accelerates market penetration with • Target Study co
Slide 16: PANCOSIL: Expanding Market Access – Novel Delivery Method
PANCOSIL: Expanding Market Access – Novel Delivery Method Greater market access for OncoSil with the adoption of Interventional Radiology/Oncology medical specialty For personal use only Trial in To assess the safety and feasibility of percutaneous CT-or ultrasound-guided RNT using the OncoSil progr
Slide 17: Outlook
Outlook Commercial ramp up with upside expected from new market access initiatives For personal use only Unit volumes are expected to ramp up materially following onboarding activities in existing initial markets in CY24 10% Volumes in existing markets are expected to underpin growth 7.5% from marke
Slide 18: Recent Achievements
Recent Achievements 50% recruitment in For personal use only landmark PANCOSIL trial Engagement with US FDA Innovation funding for novel percutaneous 50% recruitment in on Distal approval (NUB status 1) delivery with intent to TRIPP-FFX study Cholangiocarcinoma across 84 German drive market access a
Slide 19: Upcoming Milestones
Upcoming Milestones Significant catalysts over the next 24 months For personal use only Topline data in landmark Label expanded to include Commercial Regulatory clearance Saudi Percutaneous Delivery sales in France PANCOSIL study Arabia , South Korea Medical Device TGA Submission TGA Approval Commer
Slide 20: Corporate Overview and Leadership Team
Corporate For personal use only Overview and Leadership Team
Slide 21: Experienced Board and Management
Experienced Board and Management Depth in Nuclear Medicine Commercialisation For personal use only Nigel Douglas Gabriel David Lange Cubbin Liberatore Turner Managing Non-executive Non-executive Head of Director & CEO Chairman Director Medical Affairs 30+ years’ biopharmaceutical Dr Liberatore is an
Slide 22: Offer Details
For personal use only Offer Details
Slide 23: Offer Details
Offer Details Capital Raising of up to ~A$8m via a ~A$7m Placement and an up to A$1m SPP • An institutional placement (“Placement”) to raise up to approximately A$7m via the issuance of approximately 700 million new fully paid shares in the For personal use only Company (“New Shares”) to Professiona
Slide 24: Use of Funds & Timetable
Use of Funds & Timetable Indicative Timetable For personal use only Sources (A$m) Event Trading Halt Thursday, 24 October 2024 Institutional Placement $8.0 10:00am (Sydney time), Thursday, 24 Bookbuild opens October 2024 Total Sources A$8.0 Bookbuild closes for receipt of firm and irrevocable Bids 2
Slide 25: Nigel Lange, CEO & Managing Director
For personal use only Nigel Lange CEO & Managing Director E: nigel.lange@oncosil.com Learn more about OncoSil Medical: • Website • ASX announcements • LinkedIn
Slide 26: Appendices
For personal use only Appendices
Slide 27: Growing Body of Evidence
Growing Body of Evidence 3 clinical studies supporting commercialisation demonstrate efficacy, safety and tolerability in LAPC Locally Advanced Pancreatic Cancer Metastatic PDAC For personal use only Study PanCO Study 1 OncoPaC-1 Study 2 Propensity Score Weighted Landmark Analysis 3 TRIPP-FFX Study
Slide 28: Comparative analysis shows OncoSil increases survival and resection
Comparative analysis shows OncoSil increases survival and resection Propensity Score Weighted Landmark Analysis demonstrated substantial increases in survival, local and distant progression-free survival, downstaging and resection For personal use only Why is this analysis What did the vascularity s
Slide 29: Royal Adelaide Study Shows OncoSil Increases Tumour Vascularity
Royal Adelaide Study Shows OncoSil Increases Tumour Vascularity Results helps understand further the potential benefits of chemoradiotherapy using OncoSil over chemotherapy alone in patients with pancreatic cancer For personal use only Why is this study What did the vascularity study show? important
Slide 30: PanCO Results Show Compelling Evidence of Downstaging
PanCO Results Show Compelling Evidence of Downstaging OncoSil converted patients with unresectable locally advanced pancreatic cancer (LAPC) to surgically resectable, transforming their prognosis and substantially extending survival For personal use only Why is resection What did the PanCO study sho
Slide 31: OncoSil for Metastatic Pancreatic Adenocarcinoma (mPDAC)
OncoSil for Metastatic Pancreatic Adenocarcinoma (mPDAC)1 Assess clinical outcomes following delivery of novel 32P microparticles via For personal use only Objective EUS-guided brachytherapy in patients with mPDAC – represents significant upside opportunity as 55% of all patients have metastases at
Slide 32: Key Risks
Key Risks Shareholders should consider the investment in the context of their individual risk profile for speculative investments, investment objectives and individual financial circumstances. Each Shareholder should consult their own stockbroker, solicitor, accountant or other professional adviser
Slide 33: Key Risks (continued)
Key Risks (continued) Intellectual property Securing rights in technology and patents is an integral part of securing potential product value in the outcomes of medical device research and development. Competition in retaining and sustaining protection of technology and the complex nature of technol
Slide 34: International Offer Restrictions
International Offer Restrictions This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares may not be offered or sold, in any
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