Clinuvel Pharmaceuticals Limited · ASX:CUV
Clinuvel Pharmaceuticals — Investor Presentation (April 2008)
18 slides from Clinuvel Pharmaceuticals's investor presentation, Apr 18, 2008
Slide 1: Strategy to market following 28 months of focus
Clinuvel Clinuvel Pharmaceuticals Ltd For personal use only Strategy to market following 28 months of focus Leadership in photo protection April 2008 ASX: CUV Ph Wolgen, CEO XETRA-DAX: UR9 B Shanahan, Non-Exec Chair C Mackie, Head of Corporate Development ADR CLVLY
Slide 2: Safe Harbour Statement
Clinuvel Clinuvel Pharmaceuticals Ltd For personal use only SAFE HARBOUR STATEMENT Clinuvel is an Australian biopharmaceutical company focused on developing its leading drug candidate, CUV1647, for a range of UV-related skin disorders resulting from exposure of the skin to harmful UV radiation. Phar
Slide 3: For personal use only
For personal use only Clinuvel • Technological advancement January 2006 – April 2008 • Corporate performance Financials • Route to market 2008 - 2009 Meticulous project planning Challenges Innovation
Slide 4: Premise 2006
For personal use only Premise 2006 Clinuvel Establish SAFETY drug CUV1647 biological function of skin’s melanin medical benefit(s)
Slide 5: Advancement 2006-2008
For personal use only Advancement 2006 -2008 Clinuvel 1. Restructure Company, redesign clinical program First-in-Class Drug 2. Seek endorsement regulatory pathway 3. IP multiple indications (5) for 1 peptide, CUV1647 = “internal diversification” 4. Funding CUV AUD $67M to complete pharmaceutical dev
Slide 6: Shift to medical program 2006-2008
Shift to medical program 2006 -2008 Clinuvel Status Clinical Program For personal use only Phase II results UV damage (n= 65) p<0.001 MD Phase II results pharmacokinetic/-dynamic (n= 18) Plasma levels Phase II results PLE (n= 26) p< 0.01 Cortico Phase II results EPP (n= 5) p=0.007 UV-exposure Phase
Slide 7: Corporate Performance 2006-2008
Corporate Performance 2006 -2008 Clinuvel Equity Value Drivers in 28 months For personal use only 27 positive ASX announcements Funding to CUV Stability share register First regulatory acknowledgement 4th March 2008: EMEA grant of 2 Orphan Designations CUV1647
Slide 8: Net Operating Cashflow
Operating Cashflow ForNetpersonal use$m only -$4.5 -$4.0 -$3.5 -$3.0 -$2.5 -$2.0 -$1.5 -$1.0 -$0.5 $0.0 Dec-03 Mar-04 Financials Jun-04 Sep-04 Dec-04 Mar-05 Jun-05 Sep-05 Dec-05 Mar-06 Jun-06 Sep-06 Dec-06 Net Operating Cash Flow Mar-07 Jun-07 Sep-07 Dec-07 Clinuvel
Slide 9: Capitalization
Financials Clinuvel Capitalization For personal use only AUD$m $300 Cash $250 $200 $150 $100 $50 $0 Jun-01 Jun-02 Jun-03 Jun-04 Jun-05 Jun-06 Jun-07 Apr-08
Slide 10: Market performance
Market performance Clinuvel Close $1.40 For personal use only EPT1647 Lifestyle use CUV1647 Medicinal use $1.20 $1.00 Share price AUD$ $0.80 $0.60 $0.40 $0.20 Equity Effectors = Value Drivers $0.00 Aug-01 Aug-02 Aug-03 Aug-04 Aug-05 Aug-06 Aug-07 Feb-01 Feb-02 Feb-03 Feb-04 Feb-05 Feb-06 Feb-07 Feb-
Slide 11: Financials shareholders base
Financials shareholders base Clinuvel 100% Balance For personal use only 90% Custodians & 80% Nominees 70% Brokers 60% ADRs Register 50% Related Parties 40% 30% Private Investors 20% Corporates 10% Institutions 0% 2004 2005 2006 2007 2008 Source: Thomson Year
Slide 12: Investor base
Financials Clinuvel INVESTOR BASE 2004 2005 2006 2007 2008 For personal use only Institutions 3% 10% 14% 39% 36% Corporate 0% 1% 4% 4% 4% Private Investors 11% 12% 18% 15% 18% Related Parties 31% 20% 8% 1% 1% ADRs 0% 3% 4% 3% 3% Brokers 7% 8% 6% 5% 5% Custodians & Nominees 2% 5% 8% 12% 9% Balance 46
Slide 13: Summary Financials
Summary Financials Clinuvel Share capital 302M o/s For personal use only Share Capital F/D 319M o/s MCAP AUD$110M Cash burn < AUD$1M Funds AUD$53M Beta 1.48 Risk-adjusted value** AUD$1.00- 1.20 **ABNAMRO, Intersuisse
Slide 14: Value Drivers 2008
Value Drivers 2008 For personal use only Clinuvel 16 Nov’ 07 1 Jan’ 08 Mar’ 08 July’ 08 1 Oct’ 08 1 Dec ‘08 1 Jan’ 09 AGM - 2 x Orphan Drug Designations from EMEA - WHO Generic name CUV1647 AGM - Brand name CUV1647 - Start SCC Ph II RMH (Melbourne) - Start EPP Ph II US - Start PDT Ph II US - Start S
Slide 15: Route to market in EU/Aus/Sui
Clinuvel Route to market in EU/Aus/Sui For personal use only Medical Phase II Results Phase III Marketing Drug indications Phase II Authorization Registration Application ODD ODD EPP 2009 sun intolerance PLE 2010 sun poisoning AK 2010-2011 precursor to skin cancer SU anaphylactic reaction to sun PDT
Slide 16: Intelligence in pharmaceutical communication
For personal use only Intelligence in pharmaceutical communication: Launch May 2008 Clinuvel
Slide 17: Conclusions
Clinuvel Pharmaceuticals Ltd Clinuvel Conclusions For personal use only • Disruptive technology CUV1647 SAFETY, medical benefits IP continuous innovation, r&D • Clinical and regulatory progress 2 Orphan Drug Designations EMEA • Strong market support communicate during Downturn • Execution and uncond
Slide 18: Thank you for your support in current markets
Clinuvel Clinuvel Pharmaceuticals Ltd For personal use only Leadership in photo protection Thank you for your support in current markets April 2008 ASX: CUV Ph Wolgen, CEO XETRA-DAX: UR9 B Shanahan, Non-Exec Chair C Mackie, Head of Corporate Development NY: ADR1 CLVLY
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