Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Non-Deal Roadshow (November 2017)
29 slides from Botanix Pharmaceuticals's roadshow presentation, Nov 13, 2017
Slide 1: ASX/Media Release: Investor Presentation
ASX/Media Release 13 November 2017 For personal use only Investor Presentation Sydney, 13 November 2017: Medical dermatology company Botanix Pharmaceuticals Limited (ASX:BOT, “Botanix” or the “Company”) is pleased to release an updated investor presentation, to be presented at the Botanix AGM in Per
Slide 2: Roadshow and AGM Presentation
For personal use only Roadshow and AGM Presentation November 2017
Slide 3: Investment highlights
+Investment highlights For personal use only Botanix is one of the most compelling emerging companies on the ASX Targeting a multi-billion dollar market for acne therapeutics with no new Dermatology products approved in the last 20 years Focused Not typical biotech – much faster development path
Slide 4: Corporate overview
+Corporate overview For personal use only Medical dermatology company with a clear path to commercialisation and a highly aligned Board and management team Trading information Share price performance Share price (9-Nov-17) A$0.050 Share price (A$) Volume (m) 52 week low / high A$0.039 / A$0.072 0.08
Slide 5: Senior leadership: track record of success
+Senior leadership: track record of success For personal use only Proven industry professionals with experience in rapid development of pharmaceuticals Mr Matthew Callahan corporate + IP 20+ FDA approved Executive Director products Developed 3 products to date that have received FDA approval, 1 pe
Slide 6: Clinical programs with near term milestones
+Clinical programs with near term milestones For personal use only Two programs in patient studies, with partnerships on the PermetrexTM technology to augment revenue and news flow in the near term Product Candidate Indication Pre-Clin Ph I Ph Ib Ph II Next milestones Phase Ib patient Moderate to BT
Slide 7: Why are we focused first on acne?
+Why are we focused first on acne? For personal use only Global prescription market expected to grow to >US$4.5bn by 2018 Global prescription acne product revenues (topical Annual topical prescription acne product revenues and oral treatments) Value of the global acne prescription market is expected
Slide 8: How does BTX 1503 work to treat acne?
+ How does BTX 1503 work to treat acne? For personal use only BTX 1503 utilises synthetic cannabidiol combined with a novel skin delivery technology Attacks P. Acnes Reduces bacteria Inflammation Switches off excess Retards formation production of of sebum “plugs” sebum Source: Cannabidiol exerts se
Slide 9: BTX 1503 Phase Ia clinical trial results
+BTX 1503 Phase Ia clinical trial results For personal use only BTX 1503 utilises synthetic cannabidiol combined with a novel skin delivery technology Safety, Tolerability and Irritation Effective delivery into and deposition in the skin BTX 1503 displayed an excellent safety profile Permetrex™
Slide 10: BTX 1503 market positioning
+BTX 1503 market positioning For personal use only BTX 1503 has the potential to be the market leading branded product for acne treatment, with no undesirable side effects Market landscape for acne treatments1 BTX 1503 has multiple mechanisms of action that address the key pathogenic factors that
Slide 11: BTX 1503 acne patient study underway
+BTX 1503 acne patient study underway For personal use only Botanix is pursuing a rapid clinical development strategy to minimise product commercialisation timing and accelerate to first revenues Phase Ib acne pilot study currently underway, with study enrolment complete in 4Q CY2017 and data expe
Slide 12: Permetrex skin delivery technology
+Permetrex™ skin delivery technology For personal use only PermetrexTM delivers high doses of synthetic cannabidiol directly into the layers of the skin – oral administration only delivers ~6% to the blood stream and even less to the skin Unmodified Drug With Permetrex™ Drug sits on the skin and For
Slide 13: BTX 1204 for atopic dermatitis
+BTX 1204 for atopic dermatitis For personal use only Phase Ib patient study commenced in late October, with data planned for 2Q 2018 Market overview BTX 1204 indicative clinical timeline (CY) 4Q 2017 1Q 2018 2Q 2018 3Q 2018 BTX 1204: dermatitis Ethics approval Target market: US patient incidence
Slide 14: BTX 1204 positioning and opportunity
+BTX 1204 positioning and opportunity For personal use only Targeting efficacy improvements with much better safety profile than monoclonal antibodies and high potency steroids “The potent medications have too many side effects” - GP Market comparable Ideal Profile: Favorable Monoclonal More antibod
Slide 15: Development pipeline
+Development pipeline For personal use only Development pipeline also includes other synthetic cannabidiol and PermetrexTM enabled products targeting key dermatology markets BTX 1308: psoriasis BTX 1701: mild acne Target market: ~7.5m Americans Target market: ~50m Americans have psoriasis (most
Slide 16: Permetrex collaborations advancing
+Permetrex™ collaborations advancing For personal use only Third party dermatology companies working with Botanix to solve drug delivery problems for their molecules Early collaborations leading to license discussions Many companies have challenges formulating drugs for delivery into the skin Bo
Slide 17: Achievements since listing in July 2016
+Achievements since listing in July 2016 For personal use only Botanix has advanced 2 products into the clinic within 18 months, progressed 3 pipeline products and leveraged Permetrex™ technology into a number of collaborations Product Candidate Indication Pre-Clin Ph I Ph Ib Ph II Next milestones •
Slide 18: Near term key catalysts
+Near term key catalysts For personal use only Significant operational milestones expected over the next 12 months, as Botanix advances key products, broadens pipeline and undertakes corporate development 4Q 1Q 2Q 3Q Indicative activities and milestones CY2017 CY2018 CY2018 CY2018 Phase Ib acne pati
Slide 19: Appendix
For personal use only + Appendix
Slide 20: Botanix Board of Directors
+Botanix Board of Directors For personal use only Highly credentialed Board of Directors with a proven record of building and leading successful pharmaceuticals businesses Graham Griffiths Matthew Callahan Dr Bill Bosch Rob Towner Chairman Executive Director Executive Director Director Appointed Jul
Slide 21: Botanix executive management
+Botanix executive management For personal use only Highly credentialed clinical development team with extensive expertise in leading novel products through clinical and regulatory development Mr Mark Davis Dr Michael Thurn Dr Gene Cooper VP Clinical and Regulatory Chief Operating Officer Consultant
Slide 22: Strategic and commercialisation focus
+Strategic and commercialisation focus For personal use only Primary strategy is commercialising BTX 1503, advancing BTX 1204, explore licensing opportunities for PermetrexTM and development of a supportive product pipeline Active pharmaceutical Cannabidiol BTX 1503 BTX 1204 PermetrexTM BTX 1308 BTX
Slide 23: Recent corporate and product development
+Recent corporate and product development For personal use only Recent developments have provided a strong platform for Botanix to accelerate its clinical development program Key milestones over the last 12 months Jul 2016 to Feb 2017 Feb 2017 Mar 2017 Apr 2017 Aug 2017 Oct 2017 Key staff hires acro
Slide 24: Accelerated development timeline
+Accelerated development timeline For personal use only Botanix is executing on an efficient, more economical and less risky clinical development strategy compared to traditional pharmaceutical development pathways Botanix’s accelerated clinical timeline Proven ability to execute: Achieved since lis
Slide 25: Commercialisation strategy
+Commercialisation strategy For personal use only Botanix’s focused and accelerated timeline to product commercialisation results in significant potential value uplift Efficient commercialisation path with multiple options Value uplift Significant value uplift potential at the Continued clinical d
Slide 26: Valuable intellectual property portfolio
+Valuable intellectual property portfolio For personal use only Botanix has protected its suit of development products through various patent applications across key global markets Expanded patent applications for BTX 1503 and other PermetrexTM Botanix currently has 12 patent applications enabled
Slide 27: Recent dermatology transactions
+Recent dermatology transactions For personal use only Licensing and partnering transactions are potential monetisation options before product sales, with value increasing significantly as a product progress through the FDA process Dermatology transactions US$5,200m Licensing deals US$790m Total upf
Slide 28: BTX 1503 key advantage: synthetic material
+BTX 1503 key advantage: synthetic material For personal use only Use of synthetic cannabidiol greatly increases the chance of clinical success and regulatory approval - at a much lower COGS than naturally extracted material Synthetic cannabidiol Naturally extracted cannabidiol 1 chemical 100+ chemi
Slide 29: Disclaimer
+Disclaimer For personal use only 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,
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