Idt Australia Limited · ASX:IDT
Idt Australia — Shareholder Meeting (November 2012)
18 slides from Idt Australia's shareholder meeting presentation, Nov 20, 2012
Slide 1: Annual General Meeting - Chairman's Address
For personal use only IDT AUSTRALIA LIMITED ANNUAL GENERAL MEETING 10.00 am TUESDAY 20 November 2012 CHAIRMAN’S ADDRESS Welcome to the 2012 Annual General Meeting of IDT Australia Ltd. In welcoming th shareholders to this meeting, I note that this is the 25 Annual General Meeting of our company and
Slide 2: Investment Performance and Business Strategy
Investment Performance and Business Strategy It goes without saying that your Board is very disappointed with the company’s performance over the past three years. That disappointing performance has been reflected in the dramatic reduction in the company’s market valuation, with the market capitalisa
Slide 3: Resolution for future Issue of ordinary shares
Resolution for future Issue of ordinary shares Shareholders will be asked to vote on a Special Resolution to approve the issue of up to ten percent of shares in the company. The Explanatory Notes accompanying the Notice of Annual General Meeting provide full details of the proposal. Under Listing Ru
Slide 4: Managing Director's Address
MANAGING DIRECTOR’S ADDRESS Thank-you to those shareholders who are here attending the AGM today. It is always a pleasure to update you on IDT’s progress and strategy plans for the future. For personal use only SLIDE 1 IDT is an integrated pharmaceutical services company. At Boronia, IDT focuses on
Slide 5: 2011/2012 financial year highlights
SLIDE 6 To this end there were a number of highlights in the 2011/2012 financial year: • IDT completed the registration batches required for global registration for an oral anticancer drug. This work was undertaken with the assistance of a Victorian government grant. For personal use only • IDT prov
Slide 6: IDT 2012
IDT 2012 AGM For personal use only Presentation Dr Robyn Elliott Managing Director
Slide 7: Company Overview
Company Overview Slide 1 For personal use only Fee-for-Service R&D CMAX (API manufacture, (Phase I and II clinical trials formulation and scale-up of services) new drugs for clinical trials) API Manufacturing (Bulk manufacture of API for novel/branded drugs, usually under exclusive contracts) Finish
Slide 8: Key Considerations – Core Strengths
Key Considerations – Core Strengths Slide 2 Integrated contract development ► API, finished product, analytical, clinical and regulatory services support the and manufacturing services drug development process from preclinical stages to marketing For personal use only Industry-leading features acros
Slide 9: Pharmaceutical Markets
Pharmaceutical Markets: Slide 3 For personal use only – Capital is slowly becoming available for strong biotech companies with high quality products – Large pharma are looking to improve product pipelines – There is evidence of an increase in Phase I and Phase II development and clinical programs –
Slide 10: Drivers still of concern
Drivers still of concern For personal use only Slide 4 – The FDA is increasing the difficulty of drug registration leading to clinical delays – The high Australian dollar is affecting global competitiveness – An increase in global plant and development service availability is leading to increased co
Slide 11: IDT's Current Growth Strategy
IDT’s Current Growth Strategy Slide 5 For personal use only IDT is leveraging its current offering of API Development ne m Pe integrated drug and Manufacturing development services to extend its reach into penem Integrated antibiotic, Drug veterinary and Finished Products Development Veterinary gene
Slide 12: 2011/2012 Highlights
2011/2012 Highlights Slide 6 For personal use only • IDT Product Development/Ownership –a new Phase – IDT completed the registration batches required for global registration for an oral anticancer drug. This work was undertaken with the assistance of a Victorian government grant. – IDT provided addi
Slide 13: 2011/2012 Highlights
2011/2012 Highlights Slide 7 • IDT completed the requalification of the Sterile For personal use only Manufacturing facilities in Facility P for human and veterinary product manufacture . • IDT commenced multiple new contract development projects in Facility P. The new projects utilised Facility P’s
Slide 14: IDT Product Ownership - the future
IDT Product Ownership-the future Slide 8 For personal use only • IDT will aim to develop a range of oral generic dosage forms with: – High values – Complex formulations – “Difficult to handle” active ingredients – Global market opportunities • Competition will be reduced for these products due to th
Slide 15: New Drug Development Strategy
New Drug Development Strategy Slide 9 • IDT has increased business development resources to identify For personal use only new novel drug development and partnering opportunities – Focus on small molecule containment drugs in Phase I or that are Phase I ready – Have a platform technology or earlier
Slide 16: Value Creation
Value Creation For personal use only Slide 10 • Based on ongoing strong pharma interest in new oncology products, there are good prospects for commercial outcomes on Phase I/IIa data • Successful completion of the outlined program with the right drug candidates will create substantial future shareho
Slide 17: Future Outcomes
Future Outcomes Slide 11 For personal use only IDT has extensive project plans to maximize the benefit of ownership of Facility P IDT has land, buildings and pharmaceutical facilities with a replacement value of over $70 million IDT has little bank debt IDT has over 25 years experience in the develo
Slide 18: IDT Australia Limited
IDT Australia Limited Tel: +61-3-9801-8888 For personal use only Fax: +61-3-9801-8773 E-mail: relliott@idtaus.com.au