Slide 1: Immuron CEO to present at Coffee Microcaps
Immuron CEO, Steven Lydeamore to present at Coffee Microcaps Melbourne, Australia, May 2 , 2023 : Immuron Limited (ASX : IMC ; NASDAQ : IMRN), an Australian based and globally integrated biopharmaceutical company that has developed two commercially available oral immunotherapeutic products for the t
Slide 2: About Travelan, Travelers' Diarrhea and Immuron
About Travelan® Travelan® is an orally administered passive immunotherapy that prophylactically reduces the likelihood of contracting travelers’ diarrhea, a digestive tract disorder that is commonly caused by pathogenic bacteria and the toxins they produce . Travelan® is a highly purified tabletized
Slide 3: Investor Presentation Coffee Microcaps May 2023
1 INVESTOR PRESENTATION COFFEE MICROCAPS 2 MAY, 2023 Steven Lydeamore - CEO NASDAQ: IMRN ASX: IMC
Slide 4: Forward-looking statements
2 Certain statements made in this presentation are forward - looking statements and are based on Immuron’s current expectations, estimates and projections . Words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “guidance” and similar expressions are intended t
Slide 5: Executive Summary
3 EXECUTIVE SUMMARY Immuron Ltd (ASX:IMC) (NASDAQ:IMRN) is a globally integrated biopharmaceutical company focused on developing, and commercialising, oral immunotherapeutics for the treatment of gut mediated diseases Company Overview • Two commercially available oral immunotherapeutic products – Tr
Slide 6: Distribution Capability
4 Australia USA Canada Retail Pharmacy B2B E - commerce DISTRIBUTION CAPABILITY Key Commentary • The Australian retail network includes over 3,500 pharmacies • In the USA, the key B2B customer is Passport Health - the largest network of travel medicine clinics • Immuron’s own shopfront on amazon.com
Slide 7: Addressable Market & Industry Overview
5 ADDRESSABLE MARKET & INDUSTRY OVERVIEW Billion Dollar Market Travelers diarrhea treatment market is large and growing at a CAGR of ~7% Industry tailwinds Travel picking up significantly following COVID lockdowns Frequent Symptom 30% - 70% of travelers experience traveler’s diarrhea*** * IQVIA Cons
Slide 8: Sales Year to Date 14 April 2023
6 Key Commentary • Strong start to Q4 2023 (to 14 April 2023) • $320k Net Sales; up 233% YTD on pcp • Supply chain capacity addressed by contracting another packaging supplier • Strong sales for Travelan®, well above pre - pandemic levels, may results in short term stock outages in some wholesalers
Slide 9: M&A Strategy and Organic Growth Strategy
7 M&A Strategy • By pursuing growth through M&A of a fragmented market, IMC believes that it will be able to increase market geographies, sales channels and penetration driving revenue growth and ultimately shareholder value • Our M&A Key Criteria focusses on: Expand existing customer base Cost & Ea
Slide 10: Technology Platform
8 STEP 1 STEP 2 STEP 3 FINAL PRODUCT Development of Highly Specific Vaccines Isolation of Hyperimmune antibody - rich bovine colostrum Oral Antimicrobial therapeutics without drawbacks of antibiotics Toxin Neutralization + Clearance of targeted gut pathogens TECHNOLOGY PLATFORM Immuron’s proprietary
Slide 11: Clinical Programs Pipeline
9 Compound or brand name Partner Phase I Phase II Phase III Market Travelan® Uniformed Ser University vices CampETEC Naval Med Research C ical ente r • US Department of Defense grant of US$4.45 million to examine a dosing regimen for Travelan® more suited for use by the military b o Market evaluatio
Slide 12: Clinical Programs Opportunity Assessment
10 • Immuron’s development of IMM - 124E (hyperimmune bovine colostrum) as a prescription medication has the potential to address this unmet need • Primary care physicians (PCP)s impressed with clinical efficacy endpoint targets demonstrating > 80 % protection against the development of diarrhea . •
Slide 13: Key Milestones Anticipated to Drive Value
11 KEY MILESTONES ANTICIPATED TO DRIVE VALUE 2H 2022 1H 2023 2H 2023 1H 2024 Travelan® • FDA IND 1 approved for single daily dose IMM - 124E ETEC 2 CHIM 3 clinical trial a • IRB Approval 4 • Initiate IMM - 124E ETEC CHIM clinical trial • Topline results for IMM - 124E ETEC CHIM clinical trial • Clin
Slide 14: Contact Information
Steven Lydeamore Chief Executive Officer Immuron Limited 2 May 2023 Contact Information: Phone: Australia: +613 8892 4854 Email: steve@immuron.com
Slide 15: Corporate Snapshot: Substantial Shareholders
13 Substantial Shareholders * Holder Units % of CSO BNY Mellon Asset Management 77,903,505 34.2 % Management & Board 6,904,554 3.0 % Authentics Australia Pty. Ltd. 6,000,000 2.6 % Grandlodge 3,846,712 1.7 % • Shareholder Base: • Large retail shareholder base in US and Australia • BNY Mellon Asset Ma
Slide 16: Scientific References
14 SCIENTIFIC REFERENCES Travelan® (IMM - 124E) Travelan® has been shown to reduce both the incidence and severity of ETEC - induced diarrhea in up to 90% of volunteers Scandinavian Journal of Gastroenterology, 46:7 - 8, 862 - 868, DOI: 10.3109/00365521.2011.574726 Travelan as a broad Spectrum anti
Slide 17: ASX Releases Referenced
15 ASX RELEASES REFERENCED Ref Slide statement ASX Release a Travelan® (IMM - 124E) IND filed with and approved by FDA Immuron Receives FDA Approval for Travelan IND Application b US Department of Defense grant of US$4.45 million to examine a dosing regimen for Travelan® more suited for use by the m