Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — Shareholder Meeting (November 2022)
26 slides from Racura Oncology's shareholder meeting presentation, November 2022
Slide 1: Novel RNA-Directed Therapeutics to Treat Cancer and Protect the Heart
NOVEL RNA-DIRECTED THERAPEUTICS TO TREAT CANCER AND PROTECT THE HEART Annual General Meeting November 2022 RACE ONCOLOGY LIMITED (ASX:RAC) 1 AGM 2022 PRESENTATION
Slide 2: Disclaimer
DISCLAIMER Investment in Race Oncology (Race) is subject to investment risk, including possible loss of income and capital invested. Race does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. This presentation is not an offer or invitation f
Slide 3: Company Snapshot
COMPANY SNAPSHOT Clinical stage m6A RNA focused company targeting multiple cancer indications Zantrene® first in class, best in class, most clinically advanced FTO inhibitor Cardioprotection, an opportunity with significant commercial potential New formulation extends Zantrene® utility and value Mul
Slide 4: 2020-2022 A Pivotal Period for Zantrene
2020-2022 A PIVOTAL PERIOD FOR ZANTRENE June 2020 March 2021 September 2021 December 2021 April 2022 September 2022 November 2022 Impressive Multiple pre-clinical Preclinical results Zantrene found to protect Human ethics Race develops Positive PRE- 40% FTO-directed show Zantrene to heart muscle cel
Slide 5: Significant Commercial Opportunities
SIGNIFICANT COMMERCIAL OPPORTUNITIES CARDIO- OTHER m6A RNA ONCOLOGY PROTECTION DRUGS Multi-billion addressable market Existing market with millions of Expanded opportunities in for AML & solid tumours patients given anthracyclines oncology, diabetes, cardiology each year and other diseases Significa
Slide 6: Market Rationale
MARKET RATIONALE RACE ONCOLOGY LIMITED (ASX:RAC) 6 AGM 2022 PRESENTATION
Slide 7: Precision Therapy. A Fundamental Change in the Treatment of Cancer and Other Diseases
PRECISION THERAPY. A FUNDAMENTAL CHANGE IN THE TREATMENT OF CANCER AND OTHER DISEASES STANDARDISED MEDICINE PERSONALISED MEDICINE Some benefit, some do not Each patient receives the right medicine for them Patients Patients Biomarker testing (eg FTO / m6A) Therapy Personalised Therapy Benefit No Ben
Slide 8: m6A RNA. Dysregulation Underlies Many Diseases
m6A RNA. DYSREGULATION UNDERLIES MANY DISEASES CARDIAC CANCER VIRAL RNA DYSREGULATION IS GROWTH IN m6A RNA INVOLVED IN MANY SCIENTIFIC PUBLICATIONS DISEASES CENTRAL OBESITY NERVOUS SYSTEM REPRODUCTIVE RACE ONCOLOGY LIMITED (ASX:RAC) 8 AGM 2022 PRESENTATION
Slide 9: FTO. An Important m6A RNA Demethylase Regulator
FTO. AN IMPORTANT m6A RNA DEMETHYLASE REGULATOR FTO is a key m6A RNA demethylase that is dysregulated in many cancers and other diseases1,2 WRITERS Zantrene® has been independently confirmed mRNA m6A as the first-in-class, best-in-class FTO inhibitor3 ERASERS TRANSLATION Race is advancing Zantrene®
Slide 10: Corporate Strategy & Growth Plan
CORPORATE STRATEGY & GROWTH PLAN RACE ONCOLOGY LIMITED (ASX:RAC) 10 AGM 2022 PRESENTATION
Slide 11: Corporate Snapshot
CORPORATE SNAPSHOT ISSUED CAPITAL ASX 24 MONTH PERFORMANCE Shares1 161.2m Options1 11.1m Shareholders2 9,168 MARKET CAPITALISATION Share price1 $2.26 Market value1 $364m Cash2 $29.4m Enterprise value $334.9m SIGNIFICANT SHAREHOLDERS Dr Daniel Tillett (Director & CSO) 9.9% Dr John Cullity (Chairman)
Slide 12: Three Pillar Strategy Optimised Building Shareholder Value
THREE PILLAR STRATEGY OPTIMISED BUILDING SHAREHOLDER VALUE Capitalising on RNA regulation leadership credentials across all 3 Pillars ZANTRENE® ZANTRENE® BEYOND 1 2 OPTIMISED 3 ZANTRENE® Maximising Current Enhancing Zantrene® Utility Pursuing New m6A Zantrene® Formulation With New Formulations RNA-T
Slide 13: Expanded Pipeline Targeting FTO & m6A RNA Methylation
EXPANDED PIPELINE TARGETING FTO & m6A RNA METHYLATION PRECLINICAL CLINICAL DISCOVERY IN VITRO IN VIVO PHASE 1 PHASE 2 REGISTRATION r/r AML (combination) Zantrene® + fludarabine + clofarabine, Chaim Sheba Israel ZANTRENE® EMD AML (stratum 1) High Dose Zantrene® + cytarabine 1 EMD AML/MDS (stratum 2)
Slide 14: 2023 Plans
2023 PLANS RACE ONCOLOGY LIMITED (ASX:RAC) 14 AGM 2022 PRESENTATION
Slide 15: EMD AML. FTO Clinical Proof-of-Concept
1 ZANTRENE® EMD AML. FTO CLINICAL PROOF-OF-CONCEPT WHY EXTRAMEDULLARY (EMD) AML? High unmet medical need with no stand-of-care therapy EMD prevalence > 25% AML patients1 with poor prognosis Small number of patients needed for registrational trial PHASE 2 TRIAL WITH TWO STRATA (ARMS) Stratum 1 – trad
Slide 16: Why Has EMD AML Patient Recruitment Been So Slow?
1 ZANTRENE® WHY HAS EMD AML PATIENT RECRUITMENT BEEN SO SLOW? • EMD AML is a rare subtype of a rare disease • Trial competition for AML patients • Lack of capacity & clinical trial personnel • Massive growth of clinical trials in Australia in 2020 • COVID-19 caused chaos in Australian public hospita
Slide 17: EMD AML Trial. Solutions
EMD AML TRIAL. SOLUTIONS ZANTRENE® 1 Increase the number of trial sites in Australia & Europe • 3 new sites in Australia interested now that COVID-19 pressure has reduced • 6 sites in Italy & Spain on-board Modify the Trial Design • PET screen to be made a non-interventional sub-study (Study 1) look
Slide 18: Improved IV Formulation Extending and Enhancing Zantrene
2 ZANTRENE® OPTIMISED IMPROVED IV FORMULATION EXTENDING AND ENHANCING ZANTRENE® Original Zantrene® formulation requires a two hour central line IV infusion due to crystallisation in the blood Not optimal for use in patients with solid tumours or cardioprotection (most cancers) Race has developed a n
Slide 19: Cardioprotection Overview
2 ZANTRENE® OPTIMISED CARDIOPROTECTION OVERVIEW High unmet patient need Heart damage from cancer therapies is a major and increasing issue as cancer patients live longer Anthracyclines and other anti-cancer drugs can cause permanent damage to the heart New & emerging field of cardio-oncology Limited
Slide 20: Cardioprotection. Trial Design
2 ZANTRENE® OPTIMISED CARDIOPROTECTION. TRIAL DESIGN Population: breast cancer patients with ≥2 cardiac risk factors to be treated with doxorubicin + cyclophosphamide (AC) Split Two Trial Design Phase 2b. Expansion Trial 1. Non-interventional - observation of cardiac damage and tumour response to AC
Slide 21: Cardioprotection. Trial Design Advantages
2 ZANTRENE® OPTIMISED CARDIOPROTECTION. TRIAL DESIGN ADVANTAGES • Trial 1. Early start (Q1 2023) - protocol written and ethics submission imminent (30 Nov 2022) - low risk & low cost - fast recruitment Phase 2b. Expansion • Trial 2. Uses new peripheral formulation (Q3 2023) - faster recruitment (no
Slide 22: FTO. Solid Tumour Opportunity
ZANTRENE® 2 OPTIMISED FTO. SOLID TUMOUR OPPORTUNITY • FTO found to be important in almost all cancer types • Kidney cancer and melanoma current lead indications based on preclinical and clinical data • Many other options, both in cancer type and drug combinations SOLID TUMOUR PLAN • Delay trial star
Slide 23: New m6A RNA Targeting Drugs
3 BEYOND ZANTRENE® NEW m6A RNA TARGETING DRUGS Recent scientific and clinical discoveries implicate m 6A RNA methylation in many disease areas including cancer • Initiated NMR based drug screen program in collaboration with the Monash Fragment Platform • Targeting FTO and other m6A RNA regulatory pr
Slide 24: Putting All the Pieces Together
PUTTING ALL THE PIECES TOGETHER We are pursuing the m 6A RNA and cardioprotection pathway via: 1. EMD AML trial (Stratum 2 targeting FTO) 2. Breast Cancer (cardioprotection + FTO) 3. Other solid tumours 4. Improved Zantrene® formulation with novel IP 5. Discovery of new molecules which target the m
Slide 25: Multiple Value-Driving Inflection Points in 2023
MULTIPLE VALUE-DRIVING INFLECTION POINTS IN 2023 • Initiation of Phase 1/2b cardioprotection clinical trial (Australia) • First patient dosed in Phase 1/2 EMD AML (FTO PoC) trial (Australia) • Initiating European sites for Phase 1/2 EMD AML trial (Spain and Italy) • Solid tumour FTO trial selection
Slide 26: Contact us
Contact us Phil Lynch CEO & MD – phillip.lynch@raceoncology.com Dr Daniel Tillett CSO & Exec Director - daniel.tillett@raceoncology.com RACE ONCOLOGY LIMITED (ASX:RAC) AGM 2022 PRESENTATION 26