Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Corporate Update (May 2018)
28 slides from Botanix Pharmaceuticals's corporate update, May 23, 2018
Slide 1: Presentation to Advisory Board on atopic dermatitis market opportunity
ASX/Media Release 23 May 2018 Presentation to Advisory Board on atopic dermatitis market opportunity Key highlights • Botanix convened an Advisory Board meeting to review a presentation on opportunities in the atopic dermatitis market • The global atopic dermatitis market is larger than for acne, an
Slide 2: About Botanix Pharmaceuticals
Before the recent approval of Eucrisa® (crisaborole), there had been no new drugs approved for atopic dermatitis for more than 15 years and based on successful Phase 3 studies, Pfizer acquired the company that developed Eucrisa® (Anacor Pharmaceuticals Inc.) for US$5.2bn in May 2016. Clinical studie
Slide 3: Atopic dermatitis market review
Atopic dermatitis market review Advisory Board meeting 22 May 2018 1 Botanix Pharmaceuticals Limited (ASX:BOT)
Slide 4: Agenda
Agenda 1. Overview 2. Disease overview and unmet medical needs 3. Market dynamics 4. Conclusion 2 Atopic dermatitis market review
Slide 5: 1. Overview
1. Overview 3 Atopic dermatitis market review
Slide 6: Executive summary
Executive summary This presentation provides an update on the global dermatology and atopic dermatitis markets, and the significant market opportunity that exists for BTX 1204 • Botanix Pharmaceuticals (Botanix) is a leading dermatology focused company with rapidly advancing products underpinned by
Slide 7: Overview
Overview Botanix is an emerging global dermatology company with rapidly advancing products and one of the deepest pipeline of opportunities in the industry • Targeting a multi-billion dollar markets for acne and AD Dermatology • Successful patient study data in acne with Phase 2 commencement planned
Slide 8: Rapidly advancing clinical programs
Rapidly advancing clinical programs Two advanced clinical programs in acne and atopic dermatitis, with follow on program in psoriasis – all leveraging a synthetic form of the natural product cannabidiol Product candidate Indication Pre-Clin. Ph. 1 Ph. 1b Ph. 2 Next milestones Moderate to Phase 2 stu
Slide 9: Dermatology market overview
Dermatology market overview The global dermatology market is estimated to grow to US$33.7bn in 2022 Global dermatology market (US$bn) • More than 3,000 types of dermatological conditions exist, $40 ranging in severity and clinical presentation US$34bn • Approximately one third of the US population s
Slide 10: 2. Disease overview and unmet medical needs
2. Disease overview and unmet medical needs 8 Atopic dermatitis market review
Slide 11: Atopic dermatitis disease overview
Atopic dermatitis disease overview Atopic dermatitis is a chronically relapsing skin disorder with an immunologic basis, but for which environmental factors (allergens, stress, food and skin flora) all play a part Disease pathology and common treatments • The exact cause of AD is unknown but likely
Slide 12: Atopic dermatitis epidemiology
Atopic dermatitis epidemiology More than 40m patients in the seven major markets, with higher prevalence in large metropolitan cities and dry climates Current and projected US AD patient population by age (m) Frequency of AD by gender (%) 20m 15m 5.5m 5.7m 5.4m 5.0m 10m Males 50% 50% 11.2m 12.0m 12.
Slide 13: Prescribed treatment paradigm by severity
Prescribed treatment paradigm by severity Despite their general effectiveness, topical steroids cannot be used long term nor can they be used on sensitive areas of the body (e.g. face, groin etc) • The Key Opinion Leaders (KOLs) preferred treatments for mild, moderate, and severe AD are in agreement
Slide 14: Disease distribution and prescribing
Disease distribution and prescribing Mild and moderate disease dominates and itch drives patients to seek a medical diagnosis when OTC treatments fail Average distribution of AD by disease severity Dynamics and estimated usage of prescription products 100% 89% 80% 25% 34% 59% 60% 53% Mild Moderate 4
Slide 15: Current unmet needs in atopic dermatitis
Current unmet needs in atopic dermatitis Address underlying inflammatory origin Increased efficacy on secondary symptoms Unmet need Unmet need • Current treatment options are focused on addressing the resultant symptoms of • Current treatment options have only a moderate effect on secondary symptoms
Slide 16: 3. Market dynamics
3. Market dynamics 14 Atopic dermatitis market review
Slide 17: Leading US branded atopic dermatitis treatments
Leading US branded atopic dermatitis treatments Without curative options, therapy goals are to keep the skin moist, reduce inflammation and infection and minimise itch Overview • Before Eucrisa® and Dupixent® in 2016/17, there had been no new AD products approved in 15 years • Lack of sales indicate
Slide 18: Global atopic dermatitis market
Global atopic dermatitis market The global atopic dermatitis market is forecasted to grow at a CAGR of 12.8% from ~US$7bn in 2017 to ~US$24bn by 2027 Projected AD market by revenue (US$bn) Leading topical branded AD products by revenue (US$m) $25 $400 PROTOPIC® (0.1% & 0.03%) ELIDEL® EUCRISA™ $20 $3
Slide 19: Leading US branded atopic dermatitis products
Leading US branded atopic dermatitis products Leading topical branded atopic dermatitis products generated >550k prescriptions in 2017 Leading topical AD products by prescription (‘000s) 2016 list price and cost of topical AD products PROTOPIC® (0.1% & 0.03%) ELIDEL® EUCRISA™ Drug List price (US$) A
Slide 20: BTX 1204 positioning and opportunity
BTX 1204 positioning and opportunity Significant market opportunity exists for an atopic dermatitis treatment option which has an improved safety profile as compared to standard of care, significantly reduces itch, and can be used long term BTX 1204 has potential to meet a number of More Favorable “
Slide 21: 4. Conclusion
4. Conclusion 19 Atopic dermatitis market review
Slide 22: BTX 1204 Phase 1b atopic dermatitis study
BTX 1204 Phase 1b atopic dermatitis study 4-week randomised, double-blind, vehicle controlled patient study – NOW FULLY ENROLLED AND AWAITING DATA Design Endpoints • ~36 subjects 18 years and older (24 active / 12 vehicle) • Primary endpoints: safety – AEs, labs, local tolerability and signs of AD •
Slide 23: BTX 1204 for atopic dermatitis
BTX 1204 for atopic dermatitis Phase 1b patient study commenced in 4Q CY2017, with expected study completion and data planned for 2Q CY2018 BTX 1204 indicative clinical timeline (CY) 1Q 2018 2Q 2018 3Q 2018 4Q 2018 Ethics approval • Expected study completion and data announcement in Phase 1b dermati
Slide 24: Recent dermatology transactions
Recent dermatology transactions Licensing and partnering transactions are potential monetisation options before product sales, with value increasing significantly as a product progress through the FDA process Recent dermatology transactions (licensing, asset and corporate) US$5,200m Licensing deals
Slide 25: Appendix: additional information
Appendix: additional information 23 Atopic dermatitis market review
Slide 26: Senior leadership: proven track record of success
Senior leadership: proven track record of success Proven industry professionals with experience in rapid development of pharmaceuticals Mr Matthew Callahan Dr Michael Thurn Mr Mark Davis Dr Bill Bosch Executive Director Chief Operating Officer VP Clinical and Regulatory Executive Director • Develope
Slide 27: Disclaimer
Disclaimer This presentation prepared by Botanix Pharmaceuticals Limited ("Company") does not constitute, or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy any securities, nor the solicitation of any vote or approval in any jurisdiction, nor shall there be any
Slide 28: Contact us
Contact us Matt Callahan Visit us Botanix Pharmaceuticals www.botanixpharma.com Executive Director Follow us on social media P: +1 215 767 4184 E: mcallahan@botanixpharma.com 26 Botanix Pharmaceuticals Limited (ASX:BOT)
Botanix Pharmaceuticals — Corporate Update (May 2018) on 6ix