Poolbeg Pharma PLC · LSE:POLB
Poolbeg Pharma — Investor Presentation (January 2022)
25 slides from Poolbeg Pharma's investor presentation, January 2022
Slide 1: Company Presentation January 2022
Company Presentation January 2022
Slide 2: Disclaimer
Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”). Reliance on this presentation for the purpose of engaging
Slide 3: Building a Leading Infectious Diseases Company
Building a Leading Infectious Diseases Company Spun out from Fully funded Long term shareholders £25m raised at IPO July 2021 including reputable institutions Cathal Friel Schroders Investment Management 7.28% Roots in infectious disease & human challenge studies 4.5% Progress since IPO Targeting bo
Slide 4: Booming Infectious Disease Market
Booming Infectious Disease Market Vaccines, Therapeutics, Diagnostics Market expected to exceed $250bn by 2025 Big Pharma seeking products 4
Slide 5: Capital Light & Early Monetisation Model
Capital Light & Early Monetisation Model Rapid development & frequent out-licencing / partnering 1 2 3 Develop & de-risk multiple assets Out-Licence / partner with Big using Capital Light Approach Pharma to manage expensive Poolbeg Phase II & III trials becomes cash Any one deal could generate sever
Slide 6: Expanding Pipeline of Assets
Expanding Pipeline of Assets Multiple shots on goal Product Candidate Program PreClinical Phase 1 Phase 2 Phase 3 POLB 001 Severe Influenza treatment Respiratory virus infections treatment POLB 002 & prophylactic Poolbeg is targeting Monetisation Zone significant upfront payments followed POLB 003 M
Slide 7: POLB 001 - Repositioned for Severe Influenza
POLB 001 - Repositioned for Severe Influenza Clinical stage potential blockbuster immunomodulator for severe influenza • Patent protected until 2038 • Worldwide rights for all uses in humans • Peak sales $275m+ with label extensions • Manufacturing & formulation ongoing • Phase Ib LPS human challeng
Slide 8: POLB 002 - for Respiratory Virus Infections
POLB 002 - for Respiratory Virus Infections First-in-class broad spectrum RNA-based immunotherapy RNS announcement January 2022 • Exclusive licence to dual action immunotherapy • Late preclinical stage • Delivered intranasally - triggers nasal cells into an antiviral state to protect against the vir
Slide 9: POLB 003 – Melioidosis Vaccine
POLB 003 – Melioidosis Vaccine Potential for non-dilutive funding RNS announcement December 2021 • Late pre-clinical stage • Wellcome Trust funded early development • Rising global incidence of Melioidosis & other tropical diseases due to climate change • Under the agreement with UCD, 5 other vaccin
Slide 10: Oral Vaccine Delivery Platform
Oral Vaccine Delivery Platform Exclusive licence to encapsulation technology for vaccine generation RNS announcement December 2021 • Developing oral vaccine delivery platform that generates ‘mucosal immunity’ - Preventing pathogens from infecting the body • Highly attractive market • Multiple diseas
Slide 11: Capital Light & Early Monetisation Model
Capital Light & Early Monetisation Model Big Pharma are looking to 100% in-licence infectious 90% disease products 80% 70% More deals, less in house 60% development 50% 40% The trend for sourcing clinical candidates via in-licensing, 30% acquisition or co-development is 20% continuing to expand 10%
Slide 12: Capital Light & Early Monetisation Model: A model that works
Capital Light & Early Monetisation Model A model that works 50 45 40 371% increase in 5 years 35 The only other company in the Share Price (€) 30 space following a similar model to Poolbeg 25 • Roots as a CRO, brings assets 20 through Phase I & II 15 • Out-licence / partner with Big 10 Pharma for si
Slide 13: Summary
Summary Infectious diseases Capital light & expected to grow to multiple shots on goal >$250bn by 2025 clinical strategy Expanding pipeline of Experienced team infectious disease assets previously creating c.$1bn in shareholder value Building a Leading Infectious Disease Company 13
Slide 14: Appendix
Appendix @PoolbegPharma Poolbeg Pharma
Slide 15: Experienced Leadership Team
Experienced Leadership Team Cathal Friel Jeremy Skillington Ian O’Connell Carol Dalton Chairman CEO CFO VP IR & PR • Co-founder & Chairman of • 19 years global industry experience: US, • Financial professional with healthcare & • Co-founder & VP Investor Relations & Open Orphan plc UK, Germany & Ire
Slide 16: Experienced Team to Execute
Experienced Team to Execute Additional team members CMO Liam Tremble Alan Bell Ross Crockett • Industry leading CMO Clinical Operations Project Manager Clinical Development Project Manager Financial Controller - Expert in designing and • BSc honours degree in Immunology, • 14+ years experience in cl
Slide 17: Vast Array of Human Challenge Study Data & Samples ready to mine using AI
Vast Array of Human Challenge Study Data & Samples ready to mine using AI 300,000 individual samples stored at -80ºC in 22 freezers Flu, RSV, HRV Malaria, SARS-CoV-2 October 2021 Partnered with Eurofins Genomics to complete RNA sequencing of RSV samples as a key step in AI Programme Analyze samples
Slide 18: Human Challenge Data – Potential for AI analysis
Human Challenge Data – Potential for AI analysis Human Challenge Study: healthy volunteers are exposed to an infectious agent in a quarantine setting to asses the efficacy of vaccines or treatments Tracking disease progression • hVIVO is a world-leader • Unique data (Day -1) from human challenge stu
Slide 19: PredictViral Biomarker Platform for Predicting Severe Disease
PredictViral™ Biomarker Platform for Predicting Severe Disease Potential to transform the way infectious diseases are treated, opportunity to licence this tool to Big Pharma Further patent applications submitted – October 2021 PredictViral™ Biomarker Diagnostics vs Traditional Diagnosis of Disease A
Slide 20: Unique Vaccine Discovery Platform
Unique Vaccine Discovery Platform Harnessing the human challenge model to discover new vaccines What is an Epitope? • Part of a pathogen that the immune system recognises Step 1. T Cell Generation Step 2. Vaccine Discovery • It is the smallest unit of a molecule required to engage the immune system
Slide 21: POLB 001 – Mechanism of Action
POLB 001 – Mechanism of Action 5 1 Influenza virus infects 4 A high viral burden can cells of the respiratory activate hyperexpression tract of cytokines 1 2 Pattern recognition 5 Inflammatory receptors are activated by cytokines act to self- endosomal and amplify expression 2 cytoplasmic viral anti
Slide 22: POLB 001 – Ideally Suited as a Severe Influenza Therapeutic
POLB 001 – Ideally Suited as a Severe Influenza Therapeutic POLB 001’s ability to interrupt the feedback loop of inflammatory What is p38 MAP Kinase? mediators that result in a ‘cytokine storm’ make it an ideal candidate to reduce disease severity for those most at risk • Central role in regulation
Slide 23: hVIVO’s Unique Data & Samples Identified POLB 001
hVIVO’s Unique Data & Samples Identified POLB 001 Comparison of 63 Analyse Severe & Mild Influenza cases • Samples taken from patients with severe Influenza were compared against human challenge study subjects with ‘mild’ Influenza 24 Possible Drug Targets • This work identified 24 potential molecul
Slide 24: Why Reposition Drugs?
Why Reposition Drugs? 1 2 Leverage new, novel disease biology Discovery & development phases insights already completed - reducing spend 3 4 Already proven to be safe, existing Already licenced and trialled in patients clinical safety & efficacy data to be - increased probability of success utilised
Slide 25: Poolbeg Pharma plc
Poolbeg Pharma plc Queen Mary BioEnterprises Innovation Centre, 42 New Road, London, E1 2AX, England IR@PoolbegPharma.com Register for RNS news alerts at www.PoolbegPharma.com +44 207 183 1499 @PoolbegPharma Poolbeg Pharma
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