Biotron Limited · ASX:BIT
Biotron — Shareholder Meeting (November 2019)
22 slides from Biotron's shareholder meeting presentation, Nov 26, 2019
Slide 1: Cover letter to ASX
Level 2, 66 Hunter Street Sydney NSW 2000 For personal use only Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: pnightingale@biotron.com.au Website: www.biotron.com.au 26 November 2019 The Manager Companies ASX Limited 20 Bridge Street SYDNEY NSW 2000 (22 pages by email) Dear Madam, PRESENTATION
Slide 2: Chairman's Address to the AGM
Level 2, 66 Hunter Street Sydney NSW 2000 For personal use only Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: info@biotron.com.au Website: www.biotron.com.au 26 November 2019 My Fellow Shareholders CHAIRMAN’S ADDRESS TO THE AGM I am very pleased to report your Company is in excellent health. A
Slide 3: Chairman's Address (continued)
There is no need to remind you of the size of the markets we are dealing with. All are mega billion dollar arenas. Directors are well aware, and regularly reminded, of shareholder hopes and aspirations for a commercialisation outcome. The drug delivery pathway is long and, as we all know, tests shar
Slide 4: Biotron Limited AGM November 2019
For personal use only BIOTRON LIMITED (ASX:BIT) AGM 26 November 2019
Slide 5: Forward Looking Statements
Forward Looking Statements For personal use only This presentation may contain forward-looking statements with respect to the financial condition, results and business achievements/performance of Biotron Limited (ACN 086 399 144) and certain of the plans and objectives of its management. These state
Slide 6: Key Achievements 2018/2019 FY
Key Achievements 2018/2019 FY For personal use only • Completed Phase 2 HIV-1 clinical trial of BIT225 & reported positive results • Raised $5.7 million after costs in late 2018, including $4.7 million for 30 Nov ‘18 $0.06 options • Set up a world-class advisory group of international HIV-1 experts
Slide 7: Phase 2 HIV-1 Clinical Trial - Recap
Phase 2 HIV-1 Clinical Trial - Recap For personal use only • BIT225-009 Phase 2 HIV-1 clinical trial: • 3 months once a day dosing of BIT225 • HIV-1-positive, treatment naïve people starting standard antiretroviral drugs • Placebo-controlled, double-blind study • Data from the clinical trial indicat
Slide 8: Outcomes & Implication from Trial Data
Outcomes & Implication from 009 Trial Data For personal use only Trial data showed us that something quite extraordinary had happened to the immune system in these patients. BUT - How exactly had BIT225 induced these immunological changes? - What do these changes mean clinically? - What are the impl
Slide 9: HIV-1 Challenge
HIV-1 Challenge For personal use only • Biotron is working with a very complex, difficult virus • Globally, 75 million people have been infected with HIV; 32 million have died of HIV • ~38 million are currently infected worldwide • Between 2000 and 2015 over US$560 BILLION was spent globally on HIV/
Slide 10: Why is HIV-1 Eradication so Hard
WHY is HIV-1 ERADICATION so HARD For personal use only • Current antiretroviral drugs stop the replication of HIV-1 in T cells • BUT there are reservoirs of HIV-1 infection that are not cleared with current drugs • Located in sanctuary sites • Hidden in non-replicating cells (latently infected T cel
Slide 11: Why is HIV-1 Eradication Necessary
WHY is HIV-1 ERADICATION NECESSARY For personal use only • Long-term health implications e.g. HAND, immune activation, drug-drug interactions in an aging population • Compliance issues/drug holidays can lead to viral rebound • Cost of treatment • ~ $20 billion p.a. world wide • Major burden on healt
Slide 12: HIV-1 & BIT225
HIV-1 & BIT225 • BIT225 is a new mode of action anti-HIV-1 drug For personal use only • Targets HIV-1 replication/assembly in macrophage reservoir cells Infectious HIV-1 Non-infectious HIV-1 A B (A) Untreated Controls (B) BIT225 treated cells • Robust, stepwise translational R&D focused on the direc
Slide 13: BIT225-009 Phase 2 Trial: Antiviral Data and Immune Changes
BIT225-009 Phase 2 BIT225 ANTIVIRAL DATA For personal use only BIT225-INDUCED IMMUNE (PRECLINICAL & BIT225-009 CHANGES IN BIT225-009 PHASE BIT225-004 PHASE 1B/2A TRIAL) Designed Phase 2 trial 2 TRIAL to see impact of BIT225 - Inhibition of HIV-1 in monocyte- over and above current - Modification of
Slide 14: Understanding BIT225-009
Understanding BIT225-009 - The last 12 months has seen an extraordinary scientific detective investigation to piece together how a For personal use only small molecule antiviral drug has caused a vaccine-like effect - Required in-depth understanding of very complex immunology - Reviewing relevant HI
Slide 15: BIT225-009 Data Today
BIT225-009 Data Today - As a result of this detailed, post-trial analyses, we are forming a clear picture of how BIT225 induced For personal use only the immune changes and what this means for potential eradication of HIV-1 - The time and effort to do this is of real benefit to the company and its s
Slide 16: Advisory
Advisory For personal use only - We recently established a formal advisory board of the best international HIV-1 experts (all key opinion leaders) to guide and advise the company at this important stage of development - Extensive experience in clinical development within HIV-1 treatment and eradicat
Slide 17: Next Steps for HIV-1 Program
Next Steps for HIV-1 Program For personal use only - Filing new patent(s) based on new information on molecular mechanism of BIT225 in the Phase 2 trial - Publication of trial data in peer-reviewed scientific journal(s) - Presentation of additional data from post-trial analyses at key international
Slide 18: HIV-1 Program Summary
HIV-1 Program Summary - The initial data from the 009 Phase 2 trial showed that BIT225 induced profound, unique changes to the For personal use only immune system - After extensive, detailed post-trial laboratory analyses of trial samples we now have an understanding of how BIT225 has generated thes
Slide 19: Hepatitis B Virus
Hepatitis B Virus For personal use only • ~300 million worldwide chronically infected with HBV • Increased risk of significant liver disease, including liver failure and cancer • HBV causes up to 80% of liver cancers • 5 year survival of 15% • >780,000 die every year as a consequence of HBV infectio
Slide 20: Hepatitis B Virus
Hepatitis B Virus • Hepatitis B virus (HBV) therapeutic space has generated significant interest from pharma & biotech For personal use only companies • Oct ‘18 – J&J/ Arrowhead in deal worth up to US$3.7 billion • Aug 19 – GSK/Ionis Pharmaceuticals HBV antisense deal worth up to US$200 million in m
Slide 21: Commercialisation & Outlook for 2019/2020 FY
Commercialisation & Outlook for 2019/2020 FY Aim is to achieve commercial outcomes for the company’s programs For personal use only • • Prime focus is partnering the HIV-1 program • Progressing discussions with potential partners • Ongoing analyses of clinical trial samples is adding to the data pac
Slide 22: Biotron Limited
BIOTRON LIMITED For personal use only (ASX:BIT) Michelle Miller Managing Director mmiller@biotron.com.au www.biotron.com.au