Beyondspring, Inc. · NASDAQ:BYSI
Beyondspring — IPO Roadshow (February 2017)
44 slides from Beyondspring's IPO roadshow presentation, Feb 28, 2017
Slide 1: Transformational Science Advancing Oncology
Transformational Science Advancing Oncology
Slide 2: Forward-Looking Statements
This presentation contains forward-looking statements about BeyondSpring Inc. (“BeyondSpring” or the “Company”). Forward looking statements are based on our management’s beliefs and assumptions and on information currently available to our management. Such statements are subject to known and unknown
Slide 3: Agenda
Agenda General Neutropenia Overview Prevention NSCLC BusinessHighlights Summary
Slide 4: General Overview
General Overview Plinabulin: History • Acquired from Nereus, a discoverycompany, after Phase 1/2 trial inNSCLC indication • Nereus will be issued BeyondSpringshares equal to 10% of fully-dilutedequity capitalization immediatelyprior to IPO Plinabulin: Late Stage • Synthetic analog of the natural Hal
Slide 5: Pipeline Overview
Pipeline Overview Plinabulin Prevention of Neutropenia (in chemo induced Neutropenia) Study 105 (docetaxel) Preclinical Phase 1 Phase 2 Phase 3 Status IND Initiation 1Q 2017 First Data Readout: 2H 2017 Study 106 (TAC) First Data Readout: 1H 2018 NSCLC: Initiation 2Q 2016 Measurable lung tumor Readou
Slide 6: Seasoned Leadership Team
Seasoned Leadership Team Lan Huang, PhD: Ramon Mohanlal, G. Kenneth Lloyd, Gordon Schooley, Richard Brand, Co-Founder, MD, PhD: Chief PhD: Chief Scientific PhD: Chief MBA: Chief Chairman & Chief Medical Officer Officer Regulatory Officer Financial Officer Executive Officer • More than 20 years • Gre
Slide 7: Neutropenia Prevention
General Neutropenia Overview Prevention NSCLC BusinessHighlights Summary 6
Slide 8: Plinabulin's Target is Tubulin in Microtubules
Plinabulin’s Target is Tubulin in Microtubules Cell Cytoskeleton Consists of Polymerized Tubulin a1Tub Immune - Related Anticancer Effects GTP b1Tub GDP Plinabulin Neutrophil Rescue Effects a2Tub Vascular Disruptive Effects b2Tub Wang Y et al. FEBS J. 2016; 283: 102-111 7Singh AV et al. Blood 2011l
Slide 9: Plinabulin's Detailed Mechanism of Action
Plinabulin’s Detailed Mechanism of ction Plinabulin Rho Activation JNK Activation Immune - Related Anticancer Effects Neutropenia Prevention Effects Dendritic Cell 8
Slide 10: Plinabulin + Docetaxel in NSCLC: Phase 1/2 Trial
Plinabulin + Docetaxel in NSCLC: Phase 1/2 Trial Completed by Nereus - CRO Quintiles; >70% Western Patient Population; Randomized Phase 2 portion of Phase 1/2 trial Cohort 1: 30mg/m2 Docetaxel 75mg/m2 n=55 Docetaxel 75mg/m2+ Plinabulin 30mg/m2 Patients included: 2nd/3rd line NSCLC, stage 3b/4 n=163
Slide 11: Severe Neutropenia after Docetaxel Monotherapy
Severe Neutropenia after Docetaxel Monotherapy Day 8 Cycle 1 DAYS • Severe Infections • Sepsis • Hospitalizations Source: Quartino et al InvestNew Drugs 2012; 30:833-845 • High Mortality 10
Slide 12: Phase 2 Data: Neutrophil Counts in Cycle 1
Phase 2 Data: Neutrophil Counts in Cycle 1 Day 8 Data of Phase 2 Plinabulin ITT, cohorts 20 mg and 30 mg with lab values Effect of Plinabulin dose on cycle 1 day 8 Safety (ITT, 20 mg + 30 mg cohorts) Adverse events Sepsis Severe infections Docetaxel dose reduction due to toxicity ** Plinabulin + D
Slide 13: Plinabulin + Docetaxel for NSCLC Phase 2 Data: Neutropenia
Plinabulin + Docetaxel for NSCLC Phase 2 Data: Neutropenia Plinabulin ITT, cohorts 20 mg and 30 mg Cycle 1 Day 8 (Nadir) P < 0.0003* n=65 Grade 4/Severe neutropenia: ANC < 0.5 x 109 cells/L * docetaxel alone vs. Plinabulin + docetaxel n=39 n=47 12
Slide 14: Plinabulin's Neutropenia Benefit (Cycle 1-4)
Plinabulin’s Neutropenia Benefit (Cycle 1-4) Plinabulin’s Effect in Preventing Grade 4 and Grade 3 Neutropenia is Persistent 35 30 25 20 15 10 5 0 -5 0 20 Grade 4 Neutropenia Blue: Docetaxel alone (N=73)Red: Docetaxel + Plinabulin (N=90) 40 60 80 100 120 Grade 3 Neutropenia Cycle 1 Cycle 2 Cycle 3 C
Slide 15: The Lower the Nadir, the Longer the DSN
The Lower the Nadir, the Longer the DSN There is a Correlation Between Nadir and Duration of Severe Neutropenia (DSN) Day 8 Neutropenia on Day 8 Grade 4 (severe) Neutropenia is ANC < 0.5 x 109 cells/L, normal levels are 2 x 109 < ANC < 5 x 109 cells/L Based on data published in the Sandoz - FDA Advi
Slide 16: Estimated DSN Based on Nadir
Estimated DSN Based on Nadir Day 8 Docetaxel Monotherapy Plinabulin + Docetaxel Mean DSN: 1.1 days Mean DSN: 0.065 days 0 1 2 3 4 Projected DSN 15
Slide 17: Plinabulin Neutropenia Program: Two Studies
Plinabulin Neutropenia Program: Two Studies INDICATION: We are currently conducting clinical trials of Plinabulin for concurrentadministration with a myelosuppressive chemotherapeutic regimen inpatients with non-myeloid malignancies for the prevention of chemotherapyinduced neutropenia. Study 105 De
Slide 18: Study Design: Docetaxel
Study 105 Design: Docetaxel Docetaxel in patients with NSCLC, breast cancer and prostate cancer Arm 1 Arm 2 Arm 3 Arm 4 Phase 2 Portion Neulasta 0.6 mg/m2 (n=10) Plinabulin 5 mg/m2 (n=10) Plinabulin 10 mg/m2 (n=10) Plinabulin 20 mg/m2 (n=10) Phase 3 Portion Neulasta 0.6 mg/m2 (n=77) Plinabulin 20 mg
Slide 19: Study Design: TAC
Study 106 Design: TAC Arm 1 Arm 2 Arm 3 Phase 2 Portion Neulasta 0.6 mg/m2 (n=20) Plinabulin 10 mg/m2 (n=20) Plinabulin 20 mg/m2 (n=20) Phase 3 Portion Neulasta 0.6 mg/m2 (n=60) Plinabulin 20 mg/m2 (n=60) *Current RP3D Statistics for Superiority in Phase 3 Portion Numeric Results for Testing the Dif
Slide 20: Plinabulin Prevents Multiple Chemo's Neutropenia in Rat
Plinabulin Prevents Multiple Chemo’s Neutropenia in Rat Neutropenia model Docetaxel Effect of Plinabulin on Docetaxel-Induced Neutropenia in Rat Blood 48 h. post Dosing (Docetaxel 1 h. prior to Plinabulin) p= 0.0355; n=5 per group 1.50 1.25 1.00 0.75 0.50 0.25 0.00 Cyclophosphamide Effect of Plinabu
Slide 21: Plinabulin NDA Data Package
Plinabulin NDA Data Package Plinabulin Compared to G-CSF Development Plan: • Indication for use: Prevention of chemotherapy induced neutropenia • Same primary efficacy: Duration of Severe Neutropenia (DSN) in Cycle 1 • Near identical clinical study designs • Similar sample sizes Clinical Data Summar
Slide 22: Product Differentiation: Plinabulin vs. G-CSF
Product Differentiation: Plinabulin vs. G-CSF Neutropenia Market $7.3 Billion Globally in 2015 Percentage of Patients Experiencing Grade 3 and 4 Neutropenia† Docetaxel 100 Neutropenia (n=49)* Docetaxel Docetaxel 100 75+ G-CSF (n=60)** (n=55)* Docetaxel Docetaxel 75 75 + Plinabulin(n=51)*** (n=81)***
Slide 23: Plinabulin: Differentiated from G-CSF in Neutropenia Prevention
Plinabulin: Differentiated from G-CSF in Neutropenia Prevention In 2015 Chemo-Induced Neutropenia was a $7.3 Billion Market G-CSF Bone pain in > 20% of patients Administered 24 hours after chemo G-CSF biologics/biosimilars mostlyused in the high risk FN segment and limited in use by side effects Pli
Slide 24: Near Term Opportunity: Neutropenia Study
Near Term Opportunity: Neutropenia Study 105 (Docetaxel) Phase 2/3 Q1 2017 H2 2017 H1 2018 H1 2019 Study Initiated First Data Readout Interim Analysis Final Readout Non-Inferiority Non-Inferiority Study 106 (TAC) Phase 2/3 H1 2017 H1 2018 H1 2019 Study Initiated First Data Readout Final Readout Supe
Slide 25: NSCLC
General Neutropenia Overview Prevention NSCLC BusinessHighlights Summary 24
Slide 26: Plinabulin Anti-cancer MOA: Immune-Enhancing and Apoptosis
Plinabulin Anti-cancer MOA: Immune-Enhancing and Apoptosis Cancer Cells Tumor Antigen Tumor Killing HMCII RhoB .. Dendritic Cell CD80 Plinabulin Cancer CellApoptosis TubulinGEF-H1JNK-ActivationC-Jun Caspase-3 Activation CD86 o-Stimulation T-Cell Activation T-Cell TRIF-GEFH1-RhoB pathway is
Slide 27: Phase 2 Anti-Cancer Activity Data Review: NSCLC
Phase 2 Anti-Cancer Activity Data Review: NSCLC Encouraging Activity in Measurable Lung Lesion Oral Presentation at ASCO-SITC: Durable Response and Extended Survival Benefit of 4.6 Months Plinabulin Docetaxel + Docetaxel alone (DN) (D) N=38 N=38 11.3 M 6.7 M mOS P = 0.29 ORR 18.4% 10.5% 26
Slide 28: NSCLC: Phase 3 Trial Design
NSCLC: Phase 3 Trial Design Patient Criteria: • Patients with at least 1 measurable lung lesion • PD-1/PD-L1 antibody failures (stratified) • EGFR wild type, mutations not eligible; no restriction on histology • One prior platinum-based chemotherapy; no restriction on biological therapy • SAP Plan:
Slide 29: Neutropenia Results in Phase 3 NSCLC Trial
Neutropenia Results in Phase 3 NSCLC Trial Phase 3 NSCLC Trial Confirming Neutropenia Results on a Prospective Basis 28
Slide 30: Clinical Program of Plinabulin in NSCLC
Clinical Program of Plinabulin in NSCLC Efficacy Synergy of Plinabulin with Standard of Care Therapies Plinabulin+ Docetaxel* • PD-L1- in 2nd Line (50%) • PD-1/PD-L1 failed patients in 3rd line (80%) Phase 3: 550 patients to be enrolled Goal: Efficacy Synergy and Better Safety Plinabulin + PD-1 Anti
Slide 31: NDA Plan for NSCLC
NDA Plan for NSCLC Current Q1 2018 Q1 2019 550 patients to be Interim Analysis Final Analysis enrolled 30
Slide 32: Business Highlights
General Neutropenia Overview Prevention NSCLC BusinessHighlights Summary 31
Slide 33: Uniquely Positioned to Access Large China Market
Uniquely Positioned to Access to Large China Market Plinabulin is eligible for category 1 new drug approval in China, which will accelerate NDA review process and present the opportunity for early launch in China: • Innovative drug not approved elsewhere • Will manufacture in China for China market
Slide 34: Financial Overview
Financial Overview Utilizing existing and anticipated cash to pursue clinical developmentplan through 2017 • Continuance of Plinabulin + docetaxel Phase 3 for NSCLC • Completion of Plinabulin + nivolumab Phase 1/2 for NSCLC • Begin first registrational trial Plinabulin + chemo for prevention of neut
Slide 35: Company Catalysts
Company Catalysts 24-30 Months 6 Months P2 Data • Neutropenia 12-18 Months P3 Interim • Neutropenia • NSCLC Data • PD-1 ComboIND submission • BPI-002 [IO] P3 Final • Neutropenia • NSCLC IND submission • P3 PD-1 Combo • BPI-004 [IO] • Fred Hutchinson collaboration asset 34
Slide 36: Summary
General Neutropenia Overview Prevention NSCLC BusinessHighlights Summary 35
Slide 37: Summary
Summary Focused on developing novel therapies to treat multiple oncology indications Multiple near term catalysts for Plinabulin Efficient US / Chinaclinical development strategy Robust pipeline Strong management team • Multinational Phase 3 trial for NSCLC • Phase 2/3 trials for prevention of chemo
Slide 38: Thank You!
Thank You! Lan Huang, Ph.D. lhuang@beyondspringpharma.com BeyondSpring Inc. 28 Liberty Street, 39th Floor, New York, NY 10005 Tel: 646-305-6387 | Fax: 646-219-9660 37
Slide 39: Addendum
Addendum 38
Slide 40: Additional Assets
Additional Assets Fred Hutchinson Collaboration • Fred Hutchinson will provide up to six new projects per year for five yearsas potential ground-breaking cancer treatment or diagnostics options forlicense to BeyondSpring. • Ubiquitination Technology: One approach is using a “molecular glue” tobind u
Slide 41: Robust Patent Estate
Robust Patent Estate 72 grantedComposition and Usage Patents forPlinabulin in 34 countriesthrough 2025 5 additional US provisional global patent applications pending with the potentialfor protection to 2036 Composition of matter patent to 2025 (up to 2030 with possible patent term extension) 40
Slide 42: Safety Data (Phase 2, NSCLC, Well Tolerated)
Safety Data (Phase 2, NSCLC, Well Tolerated) Common (>=20%) AEs (% Grade 1-4;% Grade 3-4) 30 D (n=55) 30 DP (n=50) 20 D (n=18) 20 DP (n=40) Nausea 44;0 48;4 22;0 40;0 Fatigue 40;11 52;4 39;6 30;3 Diarrhea 33;4 58;8 33;11 35;5 Constipation 33;0 36;0 17;6 28;0 Anorexia 31;0 34;0 39;0 25;3 Pyrexia 29;2
Slide 43: Study Design: Docetaxel
Study 105 Design: Docetaxel Docetaxel in patients with NSCLC, breast cancer and prostate cancer Arm 1 Arm 2 Arm 3 Arm 4 Phase 2 Portion Neulasta 0.6 mg/m2 (n=10) Plinabulin 5 mg/m2 (n=10) Plinabulin 10 mg/m2 (n=10) Plinabulin 20 mg/m2 (n=10) Phase 3 Portion Neulasta 0.6 mg/m2 (n=77) Plinabulin 20 mg
Slide 44: Plinabulin + Nivolumab for NSCLC
Plinabulin + Nivolumab for NSCLC Pre-Clinical Animal studies provide indications of an immuneMOA, which primarily acts through activation andproliferation of tumor antigen-specific CD4 T-cells,a white blood cell active in immune responses. Combo of Plinabulin and PD-1 antibody in immunecompetent bre