Patrys Limited · ASX:PAB
Patrys — Investor Presentation (September 2009)
25 slides from Patrys's investor presentation, Sep 22, 2009
Slide 1: Natural Human Antibodies to Treat Human Diseases
For personal use only ASX: PAB Natural Human Antibodies to Treat Human Diseases Investor Presentation September 2009 Dan Devine Chief Executive Officer
Slide 2: Agenda
Agenda For personal use only Overview/Guiding Principles Natural Human Antibody Technology 2009 Product Advances and Stock Performance Product Pipeline and Review New Product Generation Competitive Position Strategy Review Key Upcoming Milestones Value Potential – Antibody Market Summary 2
Slide 3: Overview
Overview For personal use only Strong positioning in high demand market Unique ability to systematically advance anti-cancer natural human antibodies into human trials Long-term patent protection in increasingly competitive market Demand for new products in antibody market remains strong (expected U
Slide 4: Guiding Principles
Guiding Principles For personal use only Remain global leader in developing natural human antibody treatments for cancer Internal capabilities from discovery to commercialisation – success within Patrys’ control Continual expansion/maturation of pipeline – not a “one product” company Internal develo
Slide 5: Natural Antibody Immunity to Cancer
Natural Antibody Immunity to Cancer For personal use only All humans generate cancer cells In almost all cases, cancer cells killed by human antibodies [ ] before tumours form Human immune system, not laboratories, makes the best anti-cancer therapeutics Natural Human Immunity Prevents Cancer in >99
Slide 6: Patrys Human Antibody Platform
Patrys Human Antibody Platform For personal use only 6
Slide 7: Boosting Human Immunity to Cancer
Boosting Human Immunity to Cancer For personal use only Immune system loses ability to Immunity compromised b/c of produce anti-cancer antibodies age, illness, genetic weaknesses Cancer cells expand too fast for Exposure to factors such as natural immunity to keep up smoking, UV radiation, etc. Incr
Slide 8: 2009 Product Advances
2009 Product Advances For personal use only 90 84X* Manufacturing: Patrys announced 80 Levels of PAT-SM6 or successful manufacturing of natural 70 Like Antibodies human antibodies at required levels 60 50 Safety: PAT-SM6 & PAT-LM1 safe in preclinical animal studies at doses 40 3X those planned for h
Slide 9: 2009 Value Advances
2009 Value Advances For personal use only 500% Finalise Preclinical Develop. of PAT-SM6 and PAT-LM1 Patrys 450% 400% Manufacturing Successes % market price moves/market Success 350% Preliminary filtering down to Safety Data 300% PAT-SM6 Shown Effective the market Against Metastases 250% 200% US Dev.
Slide 10: Lead Product Pipeline
Lead Product Pipeline For personal use only 10
Slide 11: PAT-SC1: Human Trial Success
PAT-SC1: Human Trial Success For personal use only PAT-SC1: Human Trial for Gastric Cancer Probability of Survival PAT-SC1 origin: natural 100% 35 Treated Patients human antibody via Patrys’ 90% technology 80% 70% Effective: treated patients had significantly higher 60% survival rate 50% 150 Untreat
Slide 12: Internal Clinical Candidates PAT-SM6 and -LM1
Internal Clinical Candidates PAT-SM6 and –LM1 For personal use only Factor PAT-SC1 PAT-SM6 and PAT-LM1 PAT-SC1: proof of concept for Established in animal studies Treatment Positive entire pipeline benefit Human data of solid tumours, metastases and minimal residual disease Application to 90% to 98%
Slide 13: Expansion of Pipeline (New Products)
Expansion of Pipeline (New Products) For personal use only Product Characteristics Continuing focus on expanding Binds to 88% of different patient pipeline to build on asset base tumours screened PAT-BA1 No binding to healthy tissues screened Kills melanoma and gastric cancer cells Panel of new natu
Slide 14: Patrys Advantages - Products
Patrys Advantages - Products For personal use only Antibodies on Market From Factor Patrys’ Natural Human Antibodies Non-Human Sources Interfere with function of Do not attack healthy tissues Safer healthy cells and tissues screened Absorbed by healthy tissues Not absorbed by healthy tissues More Po
Slide 15: Patrys Advantages – IP/Targets
Patrys Advantages – IP/Targets For personal use only Market success has driven development 2nd Gen. of “improved” 2nd generation products Disease Antibody Antibodies in Target Clinic Old question: What type of antibody generation technology do you have? Marketed Antibodies New questions: CD20 Rituxa
Slide 16: Strategy– Internal Development
Strategy– Internal Development For personal use only Distribution of $76 Billion of 2007 Biotech Drug Sales Internally developed products have generated significant global sales 327 partnerships terminated in biotech, yet 180 are still alive at original company or new partner ASX Biotech Successes I
Slide 17: Strategy - Partnering
Strategy - Partnering For personal use only 2008 Licenses – Relative Upfront Payments By Stage Patrys is well positioned to gain value as it moves into human clinical trials Focus on oncology aligned with high industry demand 2009 deal values exceed 2008, 2008 Partnering Deals by Therapeutic Categor
Slide 18: Key Upcoming Milestones
Key Upcoming Milestones For personal use only Objective Milestones 2009: commence human clinical trial PAT-SM6 2010: data from human clinical trial 2009: continue partnering discussions PAT-LM1 2010: commence human trial; data 2HCY2010 2009: close current negotiations if meet targeted terms Partneri
Slide 19: Value Potential – Antibody Market
Value Potential – Antibody Market For personal use only Total Antibody Therapy Sales Antibody Product/Company Values $50 M&A Company Values $867 US$ Billions US$ Millions $612 $10.4 $340 Product/License Values $178 2004 2005 2006 2007 2008 2009 2010 Preclinical Phase I/II Accepted by patients, docto
Slide 20: Summary
Summary For personal use only Strong competitive position in fastest growing biotechnology segment Diverse and multiple commercial opportunities offers “portfolio” investment; expanding pipeline Moving from preclinical to clinical status for internal programs – largest relative value appreciation in
Slide 21: Q&A
Q&A For personal use only Q&A General inquiries and all data citations available upon request at info@patrys.com) Presentation available at www.patrys.com 21
Slide 22: Appendix
For personal use only Appendix 22
Slide 23: Antibody M&A & Licensing Deals
Antibody M&A & Licensing Deals For personal use only 23
Slide 24: Patrys Targeted Indications
Patrys Targeted Indications For personal use only 24
Slide 25: Patrys Targets and Patent Portfolio
Patrys Targets and Patent Portfolio For personal use only 25