Acrux Limited · ASX:ACR
Acrux — Investor Presentation (February 2021)
13 slides from Acrux's investor presentation, Feb 25, 2021
Slide 1: Acrux Investor Presentation
ACRUX INVESTOR PRESENTATION (ASX: ACR) February 2021
Slide 2: Important Notice and Disclaimers
IMPORTANT NOTICE AND DISCLAIMERS This presentation contains forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, ‘estimates’, ‘expects’, or ‘intends’ and other similar words that involve risks and uncertainties. These statements are based on an assessment of p
Slide 3: Topical Generics – an attractive market segment
Topical Generics – an attractive market segment Acrux focus: Oral drugs Prescription topical drugs Total market Definition of market Drugs that are Drugs that are applied topically to the Total US prescription (all drugs including NCEs ingested orally skin, eyes, ears and nose pharma market and gene
Slide 4: Key Investment highlights
Key Investment highlights Acrux is a revenue generating pharmaceutical company with an extensive product pipeline of topical generic pharmaceuticals nearing additional regulatory and commercialisation milestones ▪ 2 products on market in over 30 countries. Testosterone solution ANDA approved and pen
Slide 5: Platform for growth established
Platform for growth established Through investment in the platform over the past 5 years Acrux has a competitive advantage in the identification, development, registration and launch of generic topical drugs Acrux Product Status Description Acrux receives royalties on a quarterly basis. ON MARKET 2
Slide 6: Acrux product portfolio
Acrux product portfolio The Acrux pipeline will add to the commercialised portfolio of products sold through the Acrux network of licensees ▪ Evamist® sold by Perrigo in the United States and Lenzetto® sold by Gedeon Richter in the European Union and a number of other countries outside the EU ▪ Test
Slide 7: Business overview
Business overview 1. Acrux is a specialty topical and transdermal drug development and commercialisation company 2. Acrux is revenue generating with an extensive product pipeline of topical generic pharmaceuticals creating additional regulatory and commercialisation milestone payments. Acrux product
Slide 8: Future catalysts
Future catalysts The success of Acrux’s strategy and management’s execution will be driven and measured by: ACRUX • Commercial launch and cash flow generation from new topical generic drugs STRATEGY • Licensing and profit share agreements with generic pharmaceutical companies • FDA approvals for new
Slide 9: Revenue generating business model supporting long-term growth
Revenue generating business model supporting long-term growth ▪ On market products are generating 1 2 growing royalty revenues for Acrux Product development Generic drug ▪ Through the Acrux GMP* facility with 25 identification and technology specialised scientists, Acrux possesses transfer to CMO**
Slide 10: 1H FY21 Profit and Loss
1H FY21 Profit and Loss Profit and loss for the year ended 31 December 2020 31 December 31 December 2020 2019 Mvt $’000 $’000 Revenue and Other Income Revenue from licensing agreements 788 436 80.7% COVID relief payments 364 0 Other income 12 140 -91.4% 1,164 576 102.1% Less: Expenses R&D investment
Slide 11: 1H FY21 Cashflow
1H FY21 Cashflow Cashflow for the year ended 31 December 2020 31 December 31 December 2020 2019 Mvt $’000 $’000 Operating Activities Receipts from product agreements 700 416 68.3% Payments to suppliers and employees (7,630) (6,075) 25.6% Interest received 27 163 -83.4% COVID Relied payments 364 0 Fi
Slide 12: Benefits of a Pooled Development Fund
BENEFITS OF A POOLED DEVELOPMENT FUND 1 Companies with PDF status are taxed at 15% on their income and capital gains received from their investments 2 Australian resident shareholders are exempt from capital gains tax after selling their shares 3 Unfranked dividends received by an Australian residen
Slide 13: Thank you
Thank you Michael Kotsanis CEO & Managing Director Acrux Limited P: + 61 3 8379 0100 E: michael.kotsanis@acrux.com.au Visit our website: http://www.acrux.com.au/ Follow us on LinkedIn: