Prescient Therapeutics Limited · ASX:PTX
Prescient Therapeutics — Investor Presentation (May 2018)
39 slides from Prescient Therapeutics's investor presentation, May 1, 2018
Slide 1: Precision Oncology: PTX-100 and PTX-200 from Robust Science to Evidenced-Based Cancer Treatment
For personal use only PRECISION ONCOLOGY: PTX-100 AND PTX-200 FROM ROBUST SCIENCE TO EVIDENCED-BASED CANCER TREATMENT Professor Saïd Sebti Chief Scientific Officer Prescient Therapeutics Limited (ASX: PTX)
Slide 2: Disclaimer and Safe Harbor
DISCLAIMER AND SAFE HARBOR For personal use only Certain statements made in this document are forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements are not historical facts b
Slide 3: Introducing Said Sebti, CSO of Prescient
INTRODUCING SAID SEBTI, CSO OF PRESCIENT For personal use only • Chief Scientific Officer, Prescient Therapeutics • Professor and Chair, Drug Discovery Department, Moffitt Cancer Center in Tampa, FL » 3rd largest cancer centre in the US » 800 research scientists, postdocs, graduate students and supp
Slide 4: Company Overview
COMPANY For personal use only OVERVIEW 4 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 5: What Does Prescient Do?
WHAT DOES PRESCIENT DO? For personal use only INITIAL PATIENT IS DIAGNOSED TREATMENT RESISTANT CANCER CELLS REGROW ? SIGNIFICANT NEED FOR NEW TREATMENTS IN RESISTANT CANCERS 5 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 6: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only 2 DRUGS » IMMINENT CATALYSTS » FUNDING IN PLACE » UNDISCOVERED VALUE • Multiple shots on goal with novel targeted (personalized) cancer therapies • One of deepest clinical pipelines on the ASX • Funded through to value-accretive catalysts, with a fantastic
Slide 7: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only KEY METRICS ASX Ticker PTX Market Capitalisation1 A$25 M (US$19.5 M) Total Issued Capital 211.3 M shares Cash Position2 A$6.0 M (US$4.7 M) Options 57.8 M Top 20 Own 52% Share Price1 A$0.12 (US$0.09) 6 month turnover3 22.7 M shares; A$1.6 M (US$1.3 M) SHARE PR
Slide 8: Deep, Clinical Stage Product Pipeline
DEEP, CLINICAL STAGE PRODUCT PIPELINE • PTX-200 currently in three clinical trials For personal use only • Advancing PTX-100 in basket studies of Ras and Rho mutant cancers - a transformative opportunity DISCOVERY SCREENING PRE-CLINICAL PHASE 1 PHASE 1B PHASE 2 PHASE 3 PTX-200 BREAST CANCER PTX-200
Slide 9: How Our Drugs Work: Molecular Switches
HOW OUR DRUGS WORK: “MOLECULAR SWITCHES” For personal use only Akt, Rho & Ras are growth molecules – when they are stuck “on”, they send constant signals to the cancer cell to grow and cause resistance to treatment PTX’s drugs block the Akt, Rho & Ras growth pathways, switching the growth signals of
Slide 10: Turning Off Tumour Master Switches
TURNING OFF TUMOUR MASTER SWITCHES For personal use only 10 ERSAHIN, T. ET AL; MOL. BIOSYST., 2015,11, 1946-1954
Slide 11: Precision Oncology Explained
PRECISION For personal use only ONCOLOGY EXPLAINED 11 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 12: Precision Oncology Introduction
PRECISION ONCOLOGY INTRODUCTION For personal use only • Treatment takes into account individual tumor variability • Doctors predict more accurately which anti-cancer drug will work in which groups of people • Not a one-size-fits-all approach where treatment is for all patients, with no attention to
Slide 13: Why Precision Oncology?
WHY PRECISION ONCOLOGY? For personal use only • Many types of cancers (breast, ovarian, lung, colon etc); within same cancer type, cancer patients’ tumors can differ from one another: Tumors arise from different cancer-causing mutations and proteins. • Precision Oncology tailors the treatment of a c
Slide 14: Steps Involved in Precision Oncology
STEPS INVOLVED IN PRECISION ONCOLOGY For personal use only 1. Each cancer patient 2. From this analyses a tumor is first analyzed personalized tumor profile for mutations & other (blueprint) is obtained molecular biomarkers (i.e. DNA/RNA sequencing; Phosphorylation) 3. A drug is then selected to tar
Slide 15: Benefits vs Standard Treatments
BENEFITS VS STANDARD TREATMENTS For personal use only This precise, targeted personalized therapy is a more effective way of treating cancer patients. 15 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 16: Success Stories in Precision Oncology
SUCCESS For personal use only STORIES IN PRECISION ONCOLOGY 16 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 17: Examples of Precision Oncology Approaches
EXAMPLES OF PRECISION ONCOLOGY APPROACHES Disease Target Drug Status For personal use only Chronic Myeloid Bcr-Abl Gleevec has increased 5-year survival rate Gleevec for CML from 31% to 90% (1990s-2012) Leukemia (95% of patients) Acute Myeloid FLT3 Gilteritinib NDA filed for R/R FLT3-positive AML Le
Slide 18: Targeted Therapies Case Study #1: Loxo
TARGETED THERAPIES CASE STUDY #1: LOXO For personal use only Bayer agrees cancer drug deal with Loxo worth up to $1.55 bln November 14, 2017, 10:08:00 AM EDT By Reuters • Loxo Oncology (NASDAQ: LOXO); US$3.9B market cap • TRK inhibitor targeting cancers with TRK fusions • Deal for LOXO-101 and LOXO-
Slide 19: Targeted Therapies Case Study #2: Blueprint
TARGETED THERAPIES CASE STUDY #2: BLUEPRINT For personal use only • Blueprint Medicines (NASDAQ: BPMC) • Target therapies for cancer based on genomically defined diseases (abnormal kinase activation) • 4x Phase 1 drugs • 3 x discovery programs • IPO April 2015: Valuation: US$398M; $16/share • Today:
Slide 20: Prescient Following the Same Development Path
PRESCIENT FOLLOWING THE SAME DEVELOPMENT PATH For personal use only • Prescient Therapeutics (ASX: PTX); market cap $22M • Target therapies for cancer • Hyper pAkt – PTX-200 » Orphan drug designation in AML • Ras/Rho mutations – PTX-100 » Including ultra-orphan RhoA mutant lymphomas • A step behind
Slide 21: PTX-100 and PTX-200 Precision Oncology
PTX-100 AND PTX-200 PRECISION ONCOLOGY For personal use only PTX-100 Mutant RhoA & Mutant KRas Cancers PTX-200 High p-Akt Cancers 21 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 22: PTX-200: Novel Akt Inhibition
PTX-200 For personal use only NOVEL AKT INHIBITION AML Breast cancer Ovarian cancer 22 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 23: PTX-200 Precision Oncology Validation
PTX-200 PRECISION ONCOLOGY VALIDATION For personal use only • PTX-200 stops the growth of only tumors that harbor high p-Akt levels PTX-200 Control » PTX-200: Inhibitor of AKT hyper-activation- common in 50-70% of breast, ovarian, colorectal, prostate, pancreatic and Leukemia. » Activated AKT causes
Slide 24: HER2- Breast Cancer Overview
HER2 - BREAST CANCER OVERVIEW For personal use only 80% OF BREAST CANCERS ARE HER2- BUT THIS IS STILL UNDERSERVED BY NEW DRUGS $10.6B MARKET NEED: $5.4B LACK OF PIPELINE AGENTS ADDRESSING » RESISTANT ER+ DISEASE » NEOADJUVANT THERAPY 41% Generics 2015 2025 PTX’S NICHE: NEOADJUVANT » AKT IS ADVERSE P
Slide 25: Phase 1b Breast Cancer Trial Successfully Completed; Now in Phase 2
PHASE 1B BREAST CANCER TRIAL SUCCESSFULLY COMPLETED; NOW IN PHASE 2 For personal use only • PTX-200 in combination with paclitaxel, followed by AC (doxorubicin & cyclophosphamide) • Patients with metastatic and locally advanced HER2- breast Joseph Sparano, M.D. cancer Principal Investigator • 28 pat
Slide 26: What Does Success Look Like for This Disease?
WHAT DOES SUCCESS LOOK LIKE FOR THIS DISEASE? For personal use only • For women with locally advanced ER+, HER2 negative breast cancer, typical expectations are: » Complete response (complete eradication) of 16% (11-22%) » Overall response rate of 25% • A meaningful improvement on these response rat
Slide 27: Phase 1b Efficacy Results Very Encouraging
PHASE 1B EFFICACY RESULTS VERY ENCOURAGING • For personal use only 10 patients evaluable for efficacy: » 2 complete responses (both in ER+) Metastatic & locally advanced patients » Overall response rate of 50% ER+ Triple Total » In ER+ disease, ORR (pCR+ PR) was 75% negative pCR/CR 2 0 2 • Small num
Slide 28: AML: Mutational Complexity Needs Precision Approach
AML: MUTATIONAL COMPLEXITY NEEDS PRECISION APPROACH For personal use only • Regardless of the mutational complexity of AML, 72% of AML patients have high p-Akt • PTX-200 has the potential to complement other targeted therapies, and capture what they cannot 1 drug approved & 15 in development just ta
Slide 29: Phase 1b AML Trial Underway
PHASE 1B AML TRIAL UNDERWAY For personal use only • Phase 1 results with PTX-200 (monotherapy) very encouraging • Now PTX-200 + cytarabine in refractory or relapsed acute leukemia Jeffrey E Lancet, M.D. • World renowned expert Professor Jeff Lancet at Moffitt Cancer Principal Investigator Center lea
Slide 30: Phase 1b Ovarian Cancer Trial
PHASE 1B OVARIAN CANCER TRIAL For personal use only • Significant need for new products to treat platinum-resistant ovarian cancer • Testing PTX-200 plus carboplatin in patients with platinum resistant ovarian cancer Robert Wenham, M.D. • PTX-200 already proven overcome cisplatin resistance and Prin
Slide 31: PTX-100: Phase 1 in Solid Tumors Completed
PTX-100 For personal use only PHASE 1 IN SOLID TUMORS COMPLETED NOW PURSUING A TRANSFORMATIVE OPPORTUNITY IN RAS AND RHO MUTANT CANCERS 31 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 32: PTX-100 Precision Oncology
PTX-100 PRECISION ONCOLOGY For personal use only • PTX-100 is predicted to inhibit tumors that harbor mutant RhoA and mutant KRas » PTX-100: 1st in class/man inhibitor of Ras (mutated in 30% of human cancers) and Rho (mutated in up to 70% of AITL) pathways » PTX-100 “switches off” these pathways by
Slide 33: PTX-100 the Most Advanced Drug Targeting RhoA
PTX-100 THE MOST ADVANCED DRUG TARGETING RHOA For personal use only • Only RhoA inhibitor in the clinic • Phase 1 trial in solid tumours completed • PTX-100 has a unique position in RhoA mutant lymphomas Unmet clinical need (AITL & other TCLs) PTX Mutation Only drug recently addressing identified th
Slide 34: Rare Diseases Can Transform Smaller Companies
RARE DISEASES CAN TRANSFORM SMALLER COMPANIES For personal use only RARE DISEASES 34 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 35: A Quicker, Cheaper Route to Market
A QUICKER, CHEAPER ROUTE TO MARKET For personal use only TRADITIONAL TRIALS TRUNCATED TRIALS $ PHASE 3 PHASE 2 PIVOTAL PHASE 1 PHASE 1 35 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
Slide 36: Case Study: Folotyn
CASE STUDY : FOLOTYN For personal use only • Developed by Allos, acquired by Spectrum Pharmaceuticals • For relapsed & refractory Peripheral T-cell lymphoma » 5,600 cases/year in US • Approved on overall response rate of 27% • Currently priced at US$450,540 per patient, per year 36 TARGETED THERAPIE
Slide 37: Goals as Set Out at 2017 AGM
12 MONTHS GOALS AS SET OUT AT 2017 AGM For personal use only • Removal of clinical hold on PTX-200 breast cancer trial • Final data on the Phase 1b PTX-200 breast cancer trial • Continuing Phase 2 PTX-200 breast cancer trial • Manufacturing run of PTX-100 and additional inventory of PTX-200 • Pre-cl
Slide 38: Investment Summary
INVESTMENT SUMMARY For personal use only • Multiple shots on goal with novel targeted (precision) cancer therapies • Robust body of science underpinning programs • Great scientific and clinical team with a proven record of success • Transformative opportunity in Ras/Rho mutant cancers • Following in
Slide 39: Contact
For personal use only CONTACT Steven Yatomi-Clarke e: steven@ptxtherapeutics.com CEO & Managing Director t: +61 417 601 440 Prescient Therapeutics Limited w: ptxtherapeutics.com 39 TARGETED THERAPIES YIELDING A DEEP CLINICAL PIPELINE
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