Biotron Limited · ASX:BIT
Biotron — Investor Presentation (March 2011)
17 slides from Biotron's investor presentation, March 2011
Slide 1: Biotron March 2011
Biotrtrorn March 2011
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation may contain forward‐looking statements with respect to the financial condition, results and business achievements/performance of Biotron Limited and certain of the plans and objectives of its management. These statements are statements that are not histor
Slide 3: Biotron Ltd Overview
Biotron Ltd Overview • IPO on ASX in Jan 2001 (ASX:BIT); spin out from ANU • Focus on developing novel small molecule antiviral drugs • Hep C, HIV, Dengue • Key highlights • Successful implementation of clinical trials for the Hep C and HIV programs • Successful capital raisings in challenging marke
Slide 4: Core Technology
Core Technology • Identification of new class of viral proteins – Key roles in production and release of infectious virus – Present in wide range of viruses including influenza ,HIV, Hep C, Dengue and SARS • Ongoing need for new antiviral – viral resistance; – cocktails of antiviral drugs • Made lib
Slide 5: BIT's Drug Pipeline
BIT’s Drug Pipeline • Two clinical phase programs: – Hepatitis C virus and HIV – Both have very large, expanding world markets • Current status of pipeline: Clinical Trials Project Target Discovery Preclinical Phase I Ph Ib/IIa Ph II PoC Hep C p7 HIV Vpu Dengue M protein + other targets
Slide 6: Hepatitis C Virus – The Silent Killer
Hepatitis C Virus – The Silent Killer • 170 m people infected worldwide; 4 m patients in US (2.7m chronic infection) • Majority remain asymptomatic for decades before developing cirrhosis or liver cancer • Hepatitis C is one of the most significant public health threats facing US (US surgeon general
Slide 7: Hep C – An Expanding Market
Hep C – An Expanding Market Worldwide market ~US$2.8 billion; predicted to expand to >US$10 billion as new, safer drugs enter the market. Only small percentage currently receive treatment. USA and Europe represent major markets but other, larger markets are emerging. Smith Nature Reviews Drug Discov
Slide 8: Hep C Lead Product – BIT225
Hep C Lead Product – BIT225 BIT225 is a new investigational oral small molecule drug in development for treating Hep C infection Completed two clinical trials: Phase Ia – 48 patient, single dose safety study in healthy volunteers; Status - completed Phase Ib - 18 patient, 7-day multiple dose
Slide 9: Rationale for Phase II Hep C Trial
Rationale for Phase II Hep C Trial • Focused on developing saleable product to a pharmaceutical partner(s) • Future Hep C therapies expected to be a cocktail of drugs – In short-term new drugs to be used with current approved drugs interferon (IFN) and ribavirin – Industry focus on developing new, s
Slide 10: Hep C Phase II Combination Trial
Hep C Phase II Combination Trial Ph II Trial Period Trial design 0 2 4 Weeks 44 wks BIT225 (400mg) 8 pts + IFN/ribPlacebo Interferon + Ribavirin BIT225 (200 mg) Interferon + Ribavirin 8 pts + IFN/rib BIT225 (400 mg) Interferon + Ribavirin 8 pts + IFN/rib – Pts randomly assigned to receive either pla
Slide 11: Biotron's HIV Clinical Program
Biotron’s HIV Clinical Program • First-in-class new anti-HIV drug • New mode of action – inhibits budding of virus from infected cells • Targets HIV in viral reservoirs in vivo • Reservoirs are last of the holy grail in HIV • No existing drugs target this source of HIV in the body • Eradication of r
Slide 12: BIT225 Prevents HIV-1 Release from Human Macrophage Reservoirs
BIT225 Prevents HIV-1 Release from Human Macrophage Reservoirs Chronic Kinetics d14 infection & d21 BIT225 addition 200 150 Without BIT225 100 +BIT225 50 With BIT225 16 17 19 21 22 23 24 25 26 27 28 Time (days) +HIV-1 Khoury et al., Antimicrobial Agents and Chemotherapy. 2009
Slide 13: Human Reservoirs cells infected with HIV – Untreated and Treated with BIT225
Human Reservoirs cells infected with HIV – Untreated (A) and Treated with BIT225 (B) A B Damaged, non- Healthy HIV infectious HIV
Slide 14: BIT225 Reduces HIV-1 Spread within the Reservoir
BIT225 Reduces HIV-1 Spread within the Reservoir Monocytes co-cultured with CD4+ T cells for 5 days then separated CD14+ DMSO (Control) P=0.016 CD16+ DMSO (Control) P=0.076 CD14+ BIT225 CD16+ BIT225 HIV-1 (gag DNA) 30000 30000 20000 20000 10000 10000 0 0 2 5 2 5 Time (days)
Slide 15: Investment Summary
Investment Summary • Successfully completed TWO human trials of BIT225 • Good safety and efficacy results • Potential to combine with current or next generation Hep C drugs • Strong patent protection – 5 patent families filed worldwide • Antiviral market is very attractive: – Patients receive cockta
Slide 16: Capital Structure
Capital Structure Shares on issue 121.8 m (pre SPP) Listed options 108 m Unlisted options 6.4 m Cash at 31 Dec 2011 A$0.89 m Market cap (as 30/3/2011) A$14 m Biotron Limited
Slide 17: Dr Michelle Miller, Managing Director
Dr Michelle Miller Managing Director +61 2 9805 0488 +61 412 313329 mmiller@biotron.com.au www.biotron.com.au