Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Jefferies Healthcare Conference 2020
21 slides from Telix Pharmaceuticals's conference presentation, Jun 4, 2020
Slide 1: Telix Pharmaceuticals Limited - Jefferies Healthcare Conference
For personal use only Telix Pharmaceuticals Limited (ASX: TLX) Dr David N. Cade, CBO Jefferies Healthcare Conference June 2020
Slide 2: Disclaimer
Disclaimer For personal use only The information contained in this presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (“Telix”) in any jurisdiction, including the United States. No representation or warra
Slide 3: Company overview
Company overview • Late-stage portfolio of Molecularly Targeted Radiation (MTR) drugs: For personal use only ü Prostate cancer, renal cancer, glioblastoma ü Significant total addressable market value of US$850M & US$4B for prostate imaging and therapy, respectively • Accomplished major milestones on
Slide 4: Molecularly Targeted Radiation: precise radiation delivery
Molecularly Targeted Radiation: precise radiation delivery For personal use only 1. Targeted radiation delivery 2. Systemic administration 3. Dual benefit: imaging and therapy Radioactive Antibody or small molecule Isotope binds to a cancer cell Prostate cancer Renal cell carcinoma Glioblastoma (The
Slide 5: Superior sensitivity and specificity compared with standard of care
Superior sensitivity and specificity compared with standard of care For personal use only PET scanner Illustration of missed disease in a patient with prostate cancer experiencing biochemical recurrence imaged with 18F-Fluciclovine (Axumin®) (1) Notes: (1) Courtesy of UCLA, CA, USA, Axumin® is a reg
Slide 6: Late-stage pipeline
Late-stage pipeline For personal use only Cancer Targeting Cell Radioactive Molecule Target Isotope Phase I Phase II Phase III Commercial Small Prostate 68Ga PSMA (2) TLX591-CDx (68Ga-PSMA-11) Imaging molecule Antibody PSMA 177Lu TLX591 (177Lu-HuJ591) Therapy TLX591 Kidney Antibody CA IX (3) 89Zr TL
Slide 7: Prostate Cancer Imaging: Significant Addressable Markets
For personal use only Prostate Cancer Imaging: Significant Addressable Markets Telix Pharmaceuticals Limited (ASX: TLX) 7
Slide 8: Four indications for PCa imaging with TLX591-CDx (68Ga-PSMA-11)
Four indications for PCa imaging with TLX591-CDx (68Ga-PSMA-11) For personal use only 1. Primary staging in newly diagnosed high-risk prostate cancer 2. Biochemical recurrence (BCR) following prostatectomy or radiation therapy 3. Patient selection for PSMA targeted radio-ligand therapy (RLT) 4. Moni
Slide 9: PSMA imaging has emerged as a new standard of care
PSMA imaging has emerged as a new standard of care For personal use only Level 1 Evidence Clinical Practice Guidelines RECOMMENDATIONS One or more of these imaging modalities should be used for patients with advanced prostate cancer: conventional imaging (defined as computed tomography [CT], bone sc
Slide 10: TLX591-CDx: For prostate cancer imaging the TAM is US$850M
TLX591-CDx: For prostate cancer imaging the TAM is US$850M For personal use only Annual incidence of prostate cancer in Telix’s target 478,000 (2) markets (US & EU, RoW excluded) (1) Patients with prostate cancer eligible for PET imaging with TLX591-CDx, across 4 potential indications 1. Primary sta
Slide 11: Prostate Cancer Therapy: Significant Addressable Markets
For personal use only Prostate Cancer Therapy: Significant Addressable Markets Telix Pharmaceuticals Limited (ASX: TLX) 11
Slide 12: PROSTACT will evaluate TLX591 as 2nd-line therapy for mCRPC
PROSTACT will evaluate TLX591 as 2nd-line therapy for mCRPC (1) • Treatment for localised PCa depends on tumor characteristics, Gleason score, PSA and life expectancy For personal use only o Active surveillance o Local therapy (prostatectomy or radiotherapy) • Typically, men receive local therapy (p
Slide 13: TLX591: For prostate cancer therapy the TAM is US$4B
TLX591: For prostate cancer therapy the TAM is US$4B For personal use only Annual incidence of prostate cancer in US/EU 478,000 (1) (RoW excluded) Patients with PSMA expressing mCRPC that has progressed despite prior treatment with a NAAD eligible for 43,000 therapy with TLX591 TAM value US$4B (2) N
Slide 14: Renal Cancer Imaging: Significant Addressable Markets
For personal use only Renal Cancer Imaging: Significant Addressable Markets Telix Pharmaceuticals Limited (ASX: TLX) 14
Slide 15: TLX250-CDx: Non-invasive detection and staging of ccRCC is an unmet medical need
TLX250-CDx: Non-invasive detection and staging of ccRCC (1) is an unmet medical need For personal use only • “Renal mass” is a common radiologic (CT, MRI, etc.) incidental finding • Majority of kidney cancers are identified this way • Diagnostic confirmation typically via o Kidney biopsy o Surgical
Slide 16: Case study: Renal 'incidentaloma'
Case study: Renal ‘incidentaloma’ • Lesion location: Anterior R) mid renal ZIRCON For personal use only cortex • Lesion size: 30 x 22 mm • TLX250-CDx PET/CT imaging performed • Avid uptake of TLX250-CDx by the renal mass clearly evident • Laparoscopic, partial nephrectomy performed ü Central histolo
Slide 17: Renal imaging TAM is US$350M
Renal imaging TAM is US$350M For personal use only Annual incidence of kidney cancer in US/EU (excluded) 143,000 (1) Patients with renal cell carcinoma eligible for PET imaging 129,000 with TLX250-CDx TAM value US$350M (2) Notes: (1) GLOBOCAN 2018 reported incidence of kidney cancer in Telix’s marke
Slide 18: TLX250-CDx has potential utility in many cancers
TLX250-CDx has potential utility in many cancers For personal use only Metastatic ovarian Metastatic urothelial Infiltrating bladder cancer cancer (3) cancer (Transition cell) Elevated CA-IX (1) expression is a prognostic biomarker for poor patient outcomes and possible resistance to immune checkpoi
Slide 19: 2020 Inflection Points
For personal use only 2020 Inflection Points Telix Pharmaceuticals Limited (ASX: TLX) 19
Slide 20: Key 2020 inflection points
Key 2020 inflection points For personal use only April – June 2020 July – September 2020 October – December 2020 Prostate cancer imaging (TLX591-CDx) Prostate cancer therapy (TLX591) Prostate cancer imaging (TLX591-CDx) ü European MAA submitted (30th April) ü US FDA pre-IND meeting for ü Commercial
Slide 21: telixpharma.com
For personal use only telixpharma.com 21
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