Sareum Holdings Plc · LSE:SAR
Sareum — FY2021 Earnings Presentation
17 slides from Sareum's earnings presentation, Nov 2, 2021
Slide 1: Final Results for the Year Ending 30 June 2021
Specialists in Small Molecule Drug Development Final Results for the Year Ending 30 June 2021 2 November 2021 Dr Tim Mitchell, CEO & Co-Founder Dr John Reader, CSO and Co-Founder www.sareum.co.uk
Slide 2: Disclaimer
Disclaimer The information contained in this document (“Presentation”) is directed at (i) members or creditors of a corporate body within the meaning of Article 43 of the Financial Services and Markets Act 2000 (Financial Promotions) Order 2005, as amended ("Order"), (ii) persons who have profession
Slide 3: Specialists in Small Molecule Drug Development
Specialists in Small Molecule Drug Development • Sareum designs and develops new drug candidates for licensing to larger pharma/biotech companies for further development and marketing • Exciting pipeline of internal and partnered pipeline assets addressing emerging, high-value disease targets TYK2/J
Slide 4: Experienced Board and Management
Experienced Board and Management Dr Stephen Parker (Non-exec Chairman) has a career working with and within healthcare and pharma spanning over 35 years. Sector corporate finance experience at Barings, Warburg and Apax Partners and previous roles as a Partner at Celtic Pharma and CFO at Oxford Glyco
Slide 5: Advancing our Pipeline
Advancing our Pipeline • 100% focused on development of our proprietary TYK2/JAK1 inhibitors Lead Candidate Clinical Clinical Target Preclinical Potential indications optimisation selection Phase I Phase II Autoimmune Psoriasis, RA, lupus, IBD, MS diseases Severe SDC-1801 Proprietary TYK2/JAK1 Respi
Slide 6: Recent Highlights
Recent Highlights • Substantial progress made despite the challenges of Covid-19 • SDC-1801 – Autoimmune diseases and severe Covid-19 • Autoimmune diseases - Preclinical phase nearing completion with intent to file CTA mid-2022 and to start Phase 1 clinical trials with a higher performing capsule dr
Slide 7: TYK/JAK inhibitors are Emerging Targets of Increasing Industry Interest
TYK/JAK inhibitors are Emerging Targets of Increasing Industry Interest • The TYK/JAK cell signalling family (TYK2, JAK1, JAK2, JAK3) is important for maintaining a healthy immune system • Strong clinical validation (BMS, Pfizer) for TYK2 and TYK2/JAK1 in psoriasis and psoriatic arthritis • Mid-stag
Slide 8: JAK Inhibition on Signalling of Key Immunoregulatory Cytokines
JAK Inhibition on Signalling of Key Immunoregulatory Cytokines RA, Psoriasis, IBD, Lupus, Therapeutic Resistance to I/O, Resistance to I/O, Psoriasis, IBD, RA, Lupus RA, respiratory failure opportunities Viral/bacterial Viral/bacterial from viral infections pneumonia pneumonia JAK2 and JAK3 inhibiti
Slide 9: We are Focused on Selective, Potent TYK2/JAK1 Inhibitors
We are Focused on Selective, Potent TYK2/JAK1 Inhibitors Significant clear opportunities available to Sareum • No marketed products with selectivity for TYK2 – important for differentiation • No selective TYK2 inhibitors in clinical trials for cancer – first-in-class opportunity SDC-1801 and SDC-180
Slide 10: SDC-1801 – Autoimmune Diseases
SDC-1801 – Autoimmune Diseases Timeline and Development Strategy* • Internal focus on completing preclinical studies on SDC-1801 • Consultants appointed to assist in developing plan and indication for initial clinical studies • Seek development partners for commercial licences at early/mid clinical
Slide 11: SDC-1802: Targeting Multiple Cancers
SDC-1802: Targeting Multiple Cancers • Good efficacy in immunotherapy disease models vs many cancers • Anti-tumour effects seen in models of kidney, colorectal & skin cancers and B-cell lymphoma • Evidence that SDC-1802 induces anti-cancer activity through a novel immunotherapeutic mechanism • Posit
Slide 12: Partnered Candidate SRA737 has shown Exciting Potential in Combination Studies
Partnered Candidate SRA737 has shown Exciting Potential in Combination Studies • SRA737:a potent, selective, orally bioavailable small molecule inhibitor of Checkpoint Kinase 1 (Chk1) • Chk1 is a key regulator of cell cycle checkpoints and central mediator of the DNA Damage Response network • Licens
Slide 13: SRA737: Current Development Status
SRA737: Current Development Status • Amendment made to Licensing Agreement between Sierra and CPF (Nov 2020) • Aggregate outstanding milestone payments reduced slightly from up to $319.5M to up to $290.0M • New payment of $2.0M due on dosing of first patient in next clinical trial • Sareum remains e
Slide 14: Income Statement
Income Statement Audited Audited Year Year ended ended 30 June 21 30 June 20 £’000 £’000 Revenue -) 47) Other operating income 171) -) Operating expenses (1,875) (1,142) Share of loss of associates (14) (30) Operating loss (1,718) (1,125) Finance income -) 5) Loss before tax (1,718) (1,120) Tax cred
Slide 15: Balance Sheet
Balance Sheet Audited Audited As at As at 30 June 21 30 June 20 £’000 £’000 Non-current assets Property, plant and equipment 2) 3) Investments in associates 26) 2) 27) 4) Current assets Trade and other receivables 366) 195) Cash and cash equivalents 2,686) 1,803) 3,052) 1,998) Current liabilities Tr
Slide 16: Potential Milestones & Value Drivers 2021-2022
Potential Milestones & Value Drivers 2021-2022 • TYK2/JAK1 • Completion of SDC-1801 preclinical tox studies (Q4 2021) • SDC-1801 CTA submission (mid-2022) • Phase 1a clinical start for SDC-1801 (Q3 2022)* Proprietary • Updates for UKRI grant-funded Covid-19 research and next steps pipeline • Updates
Slide 17: Please submit any questions via "Ask a Question"
Specialists in Small Molecule Drug Development Thank you for joining us Please submit any questions via “Ask a Question” Although the Company may not be able to answer every question it receives, it will seek to address the most prominent questions within the confines of information already disclose