Noxopharm Ltd. · ASX:NOX
Noxopharm — Shareholder Meeting (November 2020)
26 slides from Noxopharm's shareholder meeting presentation, Nov 17, 2020
Slide 1: Noxopharm Releases AGM Corporate Presentation
ASX Announcement |17 November 2020 Noxopharm Limited (ASX:NOX) Noxopharm Releases AGM Corporate Presentation Highlights: • Highly valued COLD to HOT anti-cancer function of Veyondaâ • Clinical strategy in developing sought-after anti-cancer action • Commercial strategy to unlock shareholder value in
Slide 2: Veyonda is the Company's first pipeline drug candidate
Veyonda® is the Company’s first pipe-line drug candidate currently in Phase 2 clinical trialling. Veyonda® has two main drug actions – inhibition of sphingosine kinase and inhibition of STING signalling. Activity against the former target contributes to its dual-acting oncotoxic and immunotherapy fu
Slide 3: Corporate Presentation 2020 AGM
Noxopharm Limited (ASX:NOX) CORPORATE PRESENTATION 2020 AGM Discover Develop Deliver NOXOPHARM LIMITED (ASX:NOX) 1
Slide 4: Disclaimer
Disclaimer This presenta,on has been prepared by Noxopharm Limited (NOX or the Company). It should not Although the Company believes that the expecta,ons reflected in the forward looking statements be considered as an offer or invita,on to subscribe for, or purchase any shares in NOX, or as an include
Slide 5: Overview
Overview Veyonda® emerging as major immunotherapy-oncology (I-O) drug Confirmed first-in-class an4- Clinical evidence of an4- Poten4al use across most cancer ac4ons recognized as major industry goals cancer responses forms of solid cancer Aim is to make it a key player in transformation of the I-O dru
Slide 6: Our objective
Our objective ……. ☛ is to prove that Veyonda® ☛ a first-in-class immunotherapy (based on S1P inhibition) ☛ is the answer to unlocking the power of the immune system to fight cancer 2020 Noxopharm. All rights reserved.
Slide 7: Immunotherapy-oncology (I-O) therapy
Immunotherapy-oncology (I-O) therapy ……. ☛ aims to restore the body’s immune system to fight cancer ☛ is the acknowledged future of cancer therapy ☛ but with only about 5% of paIents responding, current 1st gen I-O therapies are in urgent need of assistance ☛ nevertheless has a current market value o
Slide 8: Converting US$30 B into US$150+ B
Conver1ng US$30 B into US$150+ B Cancers use a range of tricks to avoid immune attack. Expelling immune cells from the tumour seen as the key one. Referred to as COLD tumours Any aEempt by I-O therapy to re-enable the immune system is set to fail if there is no immune func4on present in the tumour t
Slide 9: COLD to HOT explained simply
COLD to HOT explained simply T T T T T T T T Veyonda® T T COLD T T T HOT T T T T All healthy tissues Emerging cancer cells With tumour now fully Veyonda is first-in-class inhibitor S1P produc@on contain immune cells established, ongoing high by cancer cells (T cells) T S1P levels keep immune cells ex
Slide 10: Veyonda I-O strategy
Veyonda® I-O strategy To use the COLD ➡ HOT effect of Veyonda to boost the efficacy of two 1st genera@on I-O therapies in solid cancers Checkpoint inhibitor IONIC Program RadiaNon DARRT Program 2020 Noxopharm. All rights reserved. Kills cancer cells. Enables cancer-fighHng AcHvates cancer-fighHng Unique
Slide 11: Veyonda IONIC Program
Veyonda® IONIC Program IONIC-1 Veyonda® + checkpoint Immuno-Oncology With inhibitor Veyonda® In Combination Veyonda® + nivolumab (Opdivo®) (Bristol Myers Squibb) Bristol-Myers Squibb (NYSE:BMY) Market cap US$145 billion Pharma ranking 11th 2019 sales US$26 billion A study involving both NOX and Bris
Slide 12: Veyonda IONIC Program
Veyonda® IONIC Program IONIC-1 Clinical objecSves: Veyonda® + 1. Improve the modest (10-30%) response rates in responsive cancers checkpoint (eg. lung, melanoma, bladder, kidney) inhibitor 2. Achieve responses in remaining cancers where Opdivo® not currently used due to very poor response rates (eg.
Slide 13: Veyonda IONIC Program
Veyonda® IONIC Program IONIC-1 Phase I/II study Veyonda® + Investigator-initiated checkpoint inhibitor 30 patients 3 Australian hospitals Early-Q1 2021 start Two Cohorts: Three End-points: Cohort 1. PaEents recently treated with Opdivo® with • Safety of Veyonda® + Opdivo® combo mild disease progress
Slide 14: Veyonda DARRT Program
Veyonda® DARRT Program DARRT Program Direct and Abscopal Response to Radiotherapy Radiotherapy Veyonda® + external beam radiotherapy Transforming a local anI-cancer effect of radiaIon into a whole-of- body anI-cancer effect (abscopal response) 2020 Noxopharm. All rights reserved. Kills cancer cells. E
Slide 15: Veyonda DARRT Program
Veyonda® DARRT Program DARRT Program Radiotherapy 4-step DARRT process: Step 1. Radiation applied to single tumour Step 2. Radiation activates immune cells Resolu,on Partial abscopal Complete Step 3. Veyonda augments that local immune of Irradiated tumour response abscopal response response Step 4.
Slide 16: Veyonda DARRT Program
Veyonda® DARRT Program DARRT Program Clinical objecHves: 1. To convert the abscopal response from a very rare phenomenon (< 1 in 100,000) to a more commonplace event (~50% of cancer pa4ents) Radiotherapy 2. To produce long-term remission in metasta4c cancers where survival prospects currently are po
Slide 17: Veyonda DARRT-1
Veyonda® DARRT-1 Completed DARRT-1 Completed 25 men late-stage progressive prostate cancer Metastatic castration-resistant prostate cancer (mCRPC) No remaining standard treatment opEons Low-dose (palliaEve) radiotherapy (RT) to single soJ Essue tumour Treatment with low-dose RT (5 days) and Veyonda®
Slide 18: Veyonda DARRT-1
Veyonda® DARRT-1 Completed In patients evaluable after 6 months* ….. Over 50% Over 30% No drop in Abscopal drop in tumour PSA in pain response levels in growth 5/16 in 10/15 in 4/15 10/16 paAents pa8ents paAents paAents * 15 pa@ents eligible for RECIST; 16 for PSA and pain 2020 Noxopharm. All rights
Slide 19: Veyonda DARRT-2
Veyonda® DARRT-2 Star,ng 2021 Phase 2 study 150 - 200 paEents mulE-naEonal Parexel CRO Late-stage cancer. No remaining standard treatment opEons Final planning current. Enrolment to start H1 2021 Main focus on prostate cancer; exploratory cohort of breast and lung cancer Boosted therapy compared to
Slide 20: Secondary questions
Secondary quesHons ……. 1. Will Veyonda® boost the anD-cancer effect of 177Lu-PSMA-617 in late-stage prostate cancer? 2. Could one of the anti-cancer functions of Veyonda® (STING antagonism) be used to prevent septic shock in COVID-19 patients?
Slide 21: Veyonda LuPIN program
Veyonda® LuPIN program LuPIN program = Veyonda + 177luteSum-PSMA-617 for late-stage prostate cancer 177luteSum-PSMA-617 acquired by NovarSs in 2018 in US$6 billion transacEon St Vincent’s Hospital Sydney tesEng ability of LuPIN therapy to boost modest survival effect of NovarEs drug alone LuPIN-1 = P
Slide 22: Septic shock
Veyonda® Sep1c shock NOXCOVID-1 Study. Phase 1 study: • ~40 paEents; moderate lung damage; supplementary oxygen • Veyonda® treatment for up to 28 days • Measuring safety, clinical response, cytokine levels The aim is to use Veyonda® to prevent progression of pa4ents with early-stage lung damage requ
Slide 23: Initial focus on a safe, effective treatment for septic shock
Wholly-owned NOX subsidiary focused on novel targets in the STING signalling pathway. Emerging as important new drug target in inflammation and autoimmunity Collabora'on with Hudson Ins'tute of Medical Research and John Cur'n School of Medical Research, ANU IniDal focus on a safe, effecDve treatment
Slide 24: Objectives
Objectives Over the next 2.5 years, with a modest investment of shareholder funds, to show that …. IONIC Veyonda increases the response rate to nivolumab (Opdivo) (BMS), establishing its potenSal to boost checkpoint inhibitor drug sales well above current US$30 billion p.a. DARRT Veyonda + radiother
Slide 25: Key Metrics
Key Metrics Number of Shares 213.24 M Outstanding options 76.38 M ($0.30-$1.19) (expiry 27/11/20 – 16/12/23) Board shareholding 19.8% Share price A$0.64 (16 Nov 2020) Market cap A$135 M (16 Nov 2020) Cash position AU$3.9 M (30 Sept 2020) [R&D Rebate >$4M due Q4] 2020 Noxopharm. All rights reserved.
Slide 26: A second generation I-O therapy to transform the management of cancer
Discover Develop Deliver A second genera1on I-O therapy to transform the management of cancer www.noxopharm.com Media Enquiries Email: info@noxopharm.com The Capital Network Phone: (+61) 2 9144 2223 Julia Maguire +61 2 8999 3699 https://www.linkedin.com/company/noxopharm-limited julia@thecapitalnetw