Pyc Therapeutics Limited · ASX:PYC
Pyc Therapeutics — Shareholder Meeting (November 2022)
17 slides from Pyc Therapeutics's shareholder meeting presentation, Nov 23, 2022
Slide 1: 2022 AGM Chairman's Address and CEO Presentation
23 November, 2022 For personal use only 2022 AGM Chairman’s Address and CEO Presentation PYC Therapeutics (ASX:PYC) (PYC or the Company) submits the following Chairman’s Address and CEO Presentation to be made at the 2022 Annual General Meeting being held today at The Harry Perkins Institute of Medi
Slide 2: Chairman's Address
For personal use only CHAIRMANS ADDRESS PYC is part of the major step-change taking place in precision genetic medicine. The pipeline of RNA drugs that we are developing use PYC’s drug delivery technology for delivery inside the cell. After the formal part of this meeting my colleague, Rohan Hocking
Slide 3: Chairman's Address (continued)
does not reflect the value being created within the Company. The challenge of value recognition remains and addressing this is one of our key priorities. We are hopeful that PYC’s progression to become a clinical stage Company will be the start of its revaluation. For personal use only I am privileg
Slide 4: Life-changing science: 2022 Annual General Meeting
For personal use only Life-changing science 2022 Annual General Meeting
Slide 5: Disclaimer
Disclaimer For personal use only The purpose of this presentation is to provide an update of the business of PYC Therapeutics Limited (ASX:PYC) [‘PYC’]. These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarification. A
Slide 6: Agenda
Agenda For personal use only • A brief introduction to PYC • The evolution of PYC’s story • Where has the Company come from? • Where is PYC heading? • A review of PYC’s pipeline in the context of the rise of RNA therapies PYC THERAPEUTICS 3
Slide 7: PYC discovers and develops RNA therapies to change the lives of patients with genetic diseases
For personal use only PYC discovers and develops RNA therapies to change the lives of patients with genetic diseases PYC THERAPEUTICS 4
Slide 8: Urgent need to create treatments for patients with rare genetic diseases
There is an urgent need to create treatments for patients with rare genetic diseases For personal use only There are approximately 6,000 known rare diseases* affecting 400 million people worldwide 1 in every 2 patients diagnosed with a rare disease is a child There are no treatment options available
Slide 9: PYC's technology overcomes the primary challenge for genetic medicines
PYC’s technology overcomes the primary challenge for genetic medicines – delivering enough drug to the target For personal use only 1. RNA therapies are an approved class 2. PYC’s proprietary drug delivery 3. PYC has created a pipeline of first- of drug but their efficacy is limited by technology is
Slide 10: PYC's pipeline is defined by four important features
PYC’s pipeline of drug development programs is defined by four important features For personal use only A HIGHER PROBABILITY A FASTER PATH LIKELY RAPID UPTAKE ORPHAN DRUG PRICING OF SUCCESS TO MARKET IN MARKET PYC focuses on The potential for First-in-class drugs in Median list price of monogenic in
Slide 11: PYC Program Pipeline
PYC Program Pipeline For personal use only Organ Program Target Discovery Pre-clinical IND enabling Clinical Trials Marketed VP-001* PRPF31 Retinitis Pigmentosa Type 11 PYC-001 OPA1 Autosomal Dominant Optic Atrophy PYC-003 SHANK3 Phelan-McDermid Syndrome Not disclosed Discovery programs PYC’s techno
Slide 12: Scaling platform technology into clinical read-outs across multiple indications
PYC is now focusing on scaling its platform technology into clinical read-outs across multiple indications For personal use only PYC IS HERE Scale into multiple clinical 3 safety and efficacy read-outs Evolution to a clinical- 2 stage multi-asset company Objectives • Establish human safety of platfo
Slide 13: Strong macro trend towards RNA therapies
PYC’s scale-up benefits from a very strong macro trend towards RNA therapies For personal use only “Much of the excitement revolved around “This approach represents a significant work on antisense oligonucleotides (ASOs), advancement in therapeutics for the short strands of genetic code that… can co
Slide 14: Genetic medicines can generate attractive commercialisation opportunities early
Genetic medicines can generate more attractive commercialisation opportunities early in development For personal use only In all, it’s a $487 million buyout with another $123 million on the table if the CVR hits — good for $610 million in total AK-OTOF received its first IND clearance last month and
Slide 15: Anticipated 2023 Milestones
Anticipated 2023 Milestones Retinitis Pigmentosa Type 11 For personal use only - Combined Phase 1/2 clinical trial Autosomal Dominant Optic Atrophy - Progression into IND-enabling studies Phelan McDermid Syndrome - Data read-outs in both patient-derived and animal models Platform - Continued expansi
Slide 16: Case study: Sarepta market capitalisation increase since FIH studies
Case study: Sarepta, a PMO company, has seen a >20-fold increase in market capitalisation since FIH studies For personal use only 200 2019 180 Pivotal trial completion ~$10bn MC 160 2018 140 P1/2 Completed 2016 Share Price ($US) 2014 Value 120 2012 IND submitted P1 Safety Completed Creation Pre PMO
Slide 17: Life-changing science: Q&A
For personal use only Life-changing science Life-changing science Q&A
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