Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Investor Presentation (January 2019)
19 slides from Telix Pharmaceuticals's investor presentation, Jan 8, 2019
Slide 1: Telix Pharmaceuticals Limited Investor Introduction
For personal use only Telix Pharmaceuticals Limited ASX:TLX Investor Introduction San Francisco January, 2019
Slide 2: Notices
Notices For personal use only The information contained in the presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (“Telix”) in any jurisdiction, including the United States. No representation or warranty,
Slide 3: Executive Summary
Executive Summary For personal use only • Founders : Dr. Chris Behrenbruch and Dr. Andreas Kluge, experienced nuclear medicine executives • Board : Kevin McCann (ex-Chairman, Macquarie Bank), Mark Nelson (Caledonia), Jann Skinner (ex-PwC Partner) and Oliver Buck (ITM Group) • Melbourne (Australia) H
Slide 4: Market Metrics
Market Metrics $0.65 For personal use only (3rd January 2019) Mkt. Cap: A$145m (USD$105m) Disease Focus Oncology Clinical Stage Phase I - III Shares on Issue 218.4m Options on Issue 11.1m Cash on Hand ~AUD $30m IPO Price: $0.65 ASX Ticker TLX • Nov 2017 – Initial Public Offering on the Australian Se
Slide 5: Our Approach: Molecularly-Targeted Radiation (MTR)
Our Approach : Molecularly-Targeted Radiation (MTR) For personal use only MTR works by chemically “linking” radioactive isotopes to targeting molecules that are very specific for cancer cells. At low doses, this enables the location of the cancer cells to be pinpointed using PET imaging. At high dos
Slide 6: Positron Emission Tomography – PET: See it, Treat it
Positron Emission Tomography – “PET” See it, Treat it… For personal use only • Telix develops drugs that deliver targeted radiation directly to cancer. At low doses (or using diagnostic nuclides), the patient can be imaged: The use of molecular imaging with PET enables a precision medicine approach
Slide 7: A Better Weapon Against Cancer
A Better Weapon Against Cancer For personal use only External Radiotherapy (XRT) • A fundamental part of cancer treatment External XRT • “Externally Targeted” from a machine (a linear accelerator) • ~Multi-$Bn global market. Decent procedure growth, but linear accelerator growth is low. Leading comp
Slide 8: Telix's Clinical Pipeline
Telix’s Clinical Pipeline For personal use only Isotope Target Agent Phase I Phase II Phase III Clinical Trial In manufacturing Cancer 177Lu CA-IX mAb TLX250 (Girentuximab) Therapy Renal 89Zr CA-IX mAb TLX250-CDx (Girentuximab) Imaging In manufacturing Prostate 177Lu PSMA mAb Therapy Cancer TLX591 T
Slide 9: Telix's Pipeline is a Multi-$Bn Opportunity
Telix’s Pipeline is a Multi-$Bn Opportunity For personal use only TLX101: The treatment of GBM is TLX591: Metastatic prostate cancer a $300m market opportunity with radionuclide therapy is $2Bn few beneficial options for patients opportunity in late-stage disease alone TLX250-CDx: Renal cancer patie
Slide 10: Multiple Milestones and Readouts Coming in 2019
Multiple Milestones and Readouts Coming in 2019 For personal use only Q1 Q2 Q3 Q4 US/JP IND Filed Enrolment Complete Imaging Cancer Renal (Phase III) Therapy (Phase I/II) US IND Filed FPI Update Interim Results Info Package to FDA Pre-NDA meeting NDA Go/No Go Prostate Cancer Imaging NDA (US) TLX591
Slide 11: Active Clinical Studies: Summary
Active Clinical Studies : Summary For personal use only ZIR-DOSE (Zirconium Dosimetry) : EudraCT 2017-004769-28 Ø 10 patient, single site (RUMC, Netherlands) bridging study (Phase I) to formally measure the change in radiation dose to the patient when 124I Renal Cancer (legacy) is replaced with 89Zr
Slide 12: Clinical Activity – By Country
Clinical Activity – By Country For personal use only TLX250 TLX250-CDx TLX591 TLX591-CDx TLX101 (Renal Cancer (Renal Cancer (Prostate Cancer (Prostate Cancer (Glioblastoma Country Therapy) Imaging) Therapy) Imaging) Therapy) Australia Phase I/II (2019) ZIRCON Phase III (2019) SAS IPAX-1 Austria IPAX
Slide 13: M&A Activity – 2018
M&A Activity – 2018 For personal use only M&A is an important facet of Telix’s corporate activity as we continue to build a leading pipeline of radiopharmaceutical products and technologies • Origin: Spin-out from Centre Hospitalier Universitaire (CHU) de Nantes (France), a leading European nuclear
Slide 14: Supply Chain and Production Network Established
Supply Chain and Production Network Established For personal use only ü Key partners in place ü For clinical trials and early commercial product roll-out ü Discussion ongoing with partners for MENA, Asia and LATAM Backup Ba cku p 14
Slide 15: Management Team
Dr. Michael Wheatcroft (Director of R&D) After completing a PhD in the Department of Biochemistry, Cambridge University, Mike Management Team worked at Cambridge Antibody Technology (now Medimmune). After moving to Melbourne in 2010, Mike oversaw the pre-clinical development of several engineered an
Slide 16: Board of Directors
Board of Directors For personal use only Mr. H. Kevin McCann AM Ms. Jann Skinner Chairman Non-executive Director Kevin is currently Chairman of Citadel Group and Dixon Hospitality Ms. Skinner, B Com, FCA, FAICD has extensive experience in audit, accounting and in Limited. He is a former Chairman of
Slide 17: International Scientific Advisory Board
International Scientific Advisory Board For personal use only Dr. Rodney Hicks Dr. Neil Bander Chair of Urology at Weill Cornell Medical Centre (NY, USA). First led the Chief of Nuclear Medicine and Radiology, Peter MacCallum Cancer Centre development of PSMA-targeting radiopharmaceuticals for prost
Slide 18: Summary of Accomplishments Since IPO (Nov '17)
Summary of Accomplishments Since IPO (Nov ’17) For personal use only ü Clinical trial GMP manufacturing for TLX101 and TLX250 / TLX250-CDx programs ü Phase III trial launched (confirmatory Ph III) for lead program for imaging kidney cancer (TLX250-CDx) – EU / Australia. US early 2019 ü Phase I/II tr
Slide 19: www.telixpharma.com
For personal use only www.telixpharma.com
Telix Pharmaceuticals — Investor Presentation (January 2019) on 6ix