Nanologica AB · OMXSTO:NICA
Nanologica AB — Investor Presentation (September 2023)
18 slides from Nanologica AB's investor presentation, September 2023
Slide 1: Better and Cheaper Medicine to a Larger Number of Patients
BETTER AND CHEAPER MEDICINE T O A L A R G E R N U M B E R O F PAT I E N T S
Slide 2: Mission
MISSION We strive to make diabetes and obesity medicines available to more patients by providing products that can lower manufacturing costs of these drugs.
Slide 3: Our Technology
OUR TECHNOLOGY Nanologica produces best in class amorphous silica. We are world-leading in controlling properties of silica particles which enables us to create high-quality products for preparative chromatography, a purification technique used in drug manufacturing.
Slide 4: NLAB Saga - Silica for Preparative Chromatography
N L A B S A G A ® - S I L I C A F O R P R E PA R AT I V E C H R O M AT O G R A P H Y NLAB Saga® is used in the final purification step of e.g. insulin and GLP-1 analogues to achieve approved purity Crude insulin Approved insulin 75% purity 99.2% purity
Slide 5: Reversed-Phase Chromatography in Insulin Manufacturing
OVERVIEW OF RECOMBINANT H U M AN I N S U L I N M AN U FAC T U R I N G 15 - 25% OF THE PRODUCTION COST REVERSED-PHASE 9 1 2 3 4 5 6 7 8 CHROMATOGRAPHY 11 12 Nanologica offers cost-reducing solution to the phase in insulin purification that accounts for 15–25% of the production cost
Slide 6: Product Superiority Generates Major Savings
P R O D U C T S U P E R I O R I T Y G E N E R AT E S M A J O R S AV I N G S By increased efficiency and excellent durability, NLAB Saga® can significantly reduce the costs for drug manufacturers. Source: Company information
Slide 7: Excellent Performance Compared to Competitors
E X C E L L E N T P E R F O R M A N C E C O M PA R E D T O C O M P E T I T O R S Nanologica’s NLAB Saga® reaches the purity threshold in fewer purification cycles compared to competitors, leading to cost-savings for the drug manufacturer. Source: Company information. Test performed for customer.
Slide 8: NLAB Saga - Best in Class Regarding Durability
NLAB SAG A® – BEST IN CLASS REGARDING DURABILITY Nanologica’s NLAB Saga® is chemically and mechanically stable with a durability in line with the market leader, leading to cost-savings for the drug manufacturer. Source: Company information. Test performed for customer.
Slide 9: Market for Silica for Preparative Chromatography
M A R K E T F O R S I L I C A F O R P R E PA R AT I V E C H R O M AT O G R A P H Y The market for silica for preparative chromatography is mainly driven by the insulin market and the GLP-1 analogue market. It is the number of doses of drugs that drive the silica market.
Slide 10: Number of Patients with Diabetes
INDIA NUMBER OF PAKISTAN CHINA PATIENTS WITH BANGLADESH DIABETES, 210m 2045 MILLIONS 174m 2045 120m 2021 GLOBALLY 784m 141m 2045 2021 534m 2021 The expected increase of patients with diabetes world-wide will drive a huge demand for cost-effective insulin and GLP-1 analogues to treat these patients.
Slide 11: Number of Patients with Obesity
NUMBER OF PATIENTS WITH GLOBALLY OBESITY, 1,000m 2031 MILLIONS 650m 2021 The expected increase of patients with obesity world-wide will further drive the demand for drugs such as GLP-1 analogues to treat these patients. Source: Novo Nordisk Annual Report 2021
Slide 12: Oligopoly Market
O L I G O P O LY M A R K E T The market for silica for preparative chromatography is an oligopoly market with a current lack of capacity which is expected to increase.
Slide 13: Production
PRODUCTION The production of silica has been scaled up at a CMO. The first products from large-scale production have been delivered to customers. Production will incrementally increase to meet customer orders and will be optimized to shorten lead times.
Slide 14: Recent and Anticipated Milestones
R E C E N T A N D A N T I C I PAT E D M I L E S T O N E S 2022 2023 2024 • Launch of NLAB Saga® for • Approved product from • Sales preparative chromatography large-scale production • Optimization of production • Nanologica AB listed on Nasdaq • First deliveries to (lead times, capacity and Main Mar
Slide 15: Management Team
MAN AGEMENT TEAM ANDREAS BHAGWANI ANNA-KARIN RENSTRÖM CEO (2011) Director Operations and Strategies (2019) Co-founder and board member of several companies in Former CEO of Telge Inköp. Various positions within the treatment of diabetes and obesity, and gender purchasing and finance at AstraZeneca.
Slide 16: Board of Directors
BOARD OF DIRECTORS GISELA SITBON THOMAS ELDERED Chairperson (BoD 2012, Chairperson 2014) Board Member (2021) Business coach in the life science sector. Board Co-founder and former CEO of Recipharm. Operative member of several life science companies. chairman of Flerie Invest AB. Chairman of several
Slide 17: Overview of Shareholders
OVERVIEW OF SHAREHOLDERS 47.4% OWNED BY BOARD, MANAGEMENT AND EMPLOYEES SHARE HOL D ER NO . O F SHAR E S %- O W NERSH IP Flerie Invest AB (Thomas Eldered) 14,901,635 41.2% Swedbank Robur Microcap 2,353,006 6.5% Andreas Bhagwani via Vega Bianca AB 2,017,264 5.6% Konstakademien 1, 732,000 4.8% Avanza
Slide 18: IR@nanologica.com
(8) NANOLOGICA IR@NANOLOGICA -COM