Noxopharm Ltd. · ASX:NOX
Noxopharm — Investor Presentation (September 2020)
32 slides from Noxopharm's investor presentation, Sep 21, 2020
Slide 1: Noxopharm Corporate Presentation September 2020
For personal use only ASX Announcement | 21 September 2020 Noxopharm Limited (ASX:NOX) Noxopharm Corporate Presentation September 2020 Sydney 21 September 2020: Australian clinical-stage drug development company Noxopharm Limited (ASX:NOX) is pleased to provide to shareholders its updated corporate
Slide 2: Forward Looking Statements
For personal use only E: julia@thecapitalnetwork.com.au T: + 61 2 8999 3699 Forward Looking Statements This announcement may contain forward-looking statements. You can identify these statements by the fact they use words such as “aim”, “anticipate”, “assume”, “believe”, “continue”, “could”, “estima
Slide 3: Corporate Presentation September 2020
For personal use only Noxopharm Limited (ASX:NOX) Corporate Presentation September 2020 Discover Develop Deliver NOXOPHARM LIMITED (ASX:NOX) 1
Slide 4: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Noxopharm Limited (NOX or the Company). It should not Although the Company believes that the expectations reflected in the forward looking statements be considered as an offer or invitation to subscribe for, or purchase any shar
Slide 5: Presentation overview
Presentation overview… For personal use only 1. Who We Are 2. The Need we Aim to Fill 3. Veyonda® Explained 4. Our Business 5. Investment Case
Slide 6: 1. Who we are
1. Who we are For personal use only Australian clinical-stage drug development company ASX: NOX Healthcare sector Veyonda® - a major commercial opportunity with ‘blockbuster’ potential as an immuno-oncology (I-O) drug Aiming to make Veyonda® a cost-effective I-O therapy in a market dominated
Slide 7: 2. The need we aim to fill
2. The need we aim to fill For personal use only But … with only about Immuno-oncology 5% or less of patients I-O therapy works on (I-O) therapy has across all forms of the principle of re- taken the oncology cancer responding to enabling the immune world by storm and is I-O therapy, major system to
Slide 8: 2. The need we aim to fill: main forms of I-O therapy
2. The need we aim to fill For personal use only 3 main forms of I-O therapy CAR-T cell therapy Checkpoint inhibitors Radiotherapy T-cells activated in lab against Removal of T-cell blocking Activate T-cells in irradiated Science cancer cells. Re-injected IV (checkpoint) proteins tumours → abscopal
Slide 9: 2. The need we aim to fill
2. The need we aim to fill For personal use only CAR-T cell therapy Checkpoint inhibitors Radiotherapy The common link between all 3 forms of I-O therapy is that they are dependent on T-cells activated activated in lab against T-cells gaining Removal of T-cell blocking access to tumours Activate T-c
Slide 10: 2. The need we aim to fill
2. The need we aim to fill For personal use only CAR-T cell therapy Checkpoint inhibitors Radiotherapy • Converting tumours T-cells activated in labfrom againstCOLD Removal to HOTofregarded as an essential T-cell blocking prerequisite Activate T-cells in irradiatedfor liftingcancer the response rate
Slide 11: 2. The need we aim to fill
2. The need we aim to fill For personal use only Increasing the response rate to I-O Current market for therapy Noxopharm sees I-O therapies by COLD to HOT Veyonda® as a conversion ‘breakthrough’ drug = ~ US$30 billion p.a. filling the US$120 (2019) projected to create a billion+ gap potential marke
Slide 12: 3. Veyonda Explained: The Veyonda Journey so far
3. Veyonda® Explained For personal use only The Veyonda® Journey so far Dosage form of Phase 1 Active drug Phase 1 CEP Phase1b/ 2a idronoxil improved to DARRT-1 idronoxil study LuPIN study block metabolism study discovered concludes data (Veyonda ®) concludes 1994 2000 2009 2012 2014 2016 2018 2019
Slide 13: 3. Veyonda Explained
3. Veyonda® Explained For personal use only Proprietary suppository formulation to deliver prolonged drug half-life Convenience and high treatment compliance High tolerability with very low level of adverse events Family of 10 PCT patent applications in 80 countries covering I-O use includin
Slide 14: First-in-class anti-cancer drug with unique 3-step actions
3. Veyonda® Explained For personal use only First-in-class anti-cancer drug with unique 3-step actions inhibition of protein folding inhibition of sphingosine kinase activity (disulfide-thiol exchange) (ceramide/sphingosine-1-phosphate ratio) Oncotoxic Immuno-oncology effects T T COLD → T T T HOT T
Slide 15: DARRT: Novel and effective I-O therapy
3. Veyonda® Explained For personal use only DARRT Novel and effective I-O therapy Low-dose radiation Veyonda® amplifies to a single tumour the immune activates immune response and then spreads it to other T cells inside that tumours T T tumour T T T T T T T + Veyonda® T T TT T T T T T T T T T T T T
Slide 16: IONIC: Partnering immune checkpoint inhibitors
3. Veyonda® Explained For personal use only IONIC Partnering immune checkpoint inhibitors Checkpoint inhibitors ineffective By converting tumour in COLD tumours to HOT, Veyonda because of lack of provides the immune immune cells cells able to take advantage of removal of immune checkpoints • Theoret
Slide 17: 4. Our Business - Veyonda and Oncology
4. Our Business - Veyonda® and Oncology For personal use only Clinical objective Commercial objective To develop Veyonda® + To provide radiotherapy (DARRT comprehensive pre- therapy) as the most clinical and clinical data cost-effective, well- packages that are tolerated and readily compelling for a
Slide 18: Veyonda offers major competitive advantages
4. Our Business - Veyonda® and Oncology For personal use only Cost is major issue Low response rates with current I-O and associated therapies serious side-effects Typical course of I-O also major issues treatment = 4x median with current I-O US household annual income therapies Veyonda® offers majo
Slide 19: Veyonda development program
4. Our Business - Veyonda® and Oncology For personal use only Veyonda® development program Program Indication IND-enabling Phase 1 Phase 2 Phase 3 DARRT mCRPC PRIORITY-1 IONIC Multiple PRIORITY-2 LuPIN mCRPC CEP Sarcoma NOXCOVID COVID-19 2020 Noxopharm. All rights reserved.
Slide 20: DARRT and end-stage prostate cancer is our #1 priority program
4. Our Business - Veyonda® and Oncology For personal use only DARRT and end-stage prostate cancer is our #1 priority program Aimed at the largest sector in the Attractive form of anti-cancer oncology market therapy End-stage cancer where Well-tolerated, short-course treatment is limited to of ther
Slide 21: DARRT: Seeking proof-of-principle in end-stage prostate cancer
4. Our Business - Veyonda® and Oncology For personal use only DARRT: Seeking proof-of-principle in end-stage prostate cancer Palliative therapy Surgery and/ Chemical Androgen receptor or local castration Chemotherapy & inhibitors Rising PSA levels in blood radiotherapy therapy Hormone-sensitive Horm
Slide 22: DARRT: DARRT-1 Phase 1b study
4. Our Business - Veyonda® and Oncology For personal use only DARRT: DARRT-1 Phase 1b study 25 men with end-stage Clear evidence of an I-O effect prostate cancer who had In 10 men, tumours had stopped growing stopped responding to or were reduced in size treatment, with metastatic and Meaningf
Slide 23: DARRT: DARRT-2 Phase 2 study
4. Our Business - Veyonda® and Oncology For personal use only DARRT: DARRT-2 Phase 2 study Parexel – a Top Global Clinical Research Organisation will implement the trial o US based Multi-national o Extensive oncology Approximately 200 patients experience 1 cycle radiotherapy; 6 cycles of Vey
Slide 24: NOXCOVID: Phase study
4. Our Business - Veyonda® and COVID-19 For personal use only NOXCOVID: Phase 1 study Death and long-term disability from COVID-19 due ~40 COVID-19 patients largely to body’s hyper-inflammatory response to the hospitalised with virus and the damage it is causing moderate lung disease This inappr
Slide 25: 5. Investment Case
5. Investment Case For personal use only Aiming to make Veyonda Estimated 300,000 standard of care with Focus on end-stage DARRT deaths globally; prostate cancer radiotherapy in end-stage 33,000 in the U.S. prostate cancer Aiming to make Veyonda the go-to drug to increase response rates to immune ch
Slide 26: Prostate cancer in particular is major area of M&A activity
5. Investment Case For personal use only Prostate cancer in particular is major area of M&A activity XTANDI® 177Lu-PSMA-617 177Lu-PSMA-617 and others mCRPC mCRPC mCRPC (201^) (2018) (2018) Buyer Seller Price Range US$14 billion US$2.1 billion US$3.9 billion 2020 Noxopharm. All rights reserved.
Slide 27: Competitive COLD to HOT Technologies
5. Investment Case For personal use only Competitive COLD to HOT Technologies Three main technologies under development: Mode Examples Advantages of Veyonda Viruses that Oncolytics Biotech preferentially infect Pre-clinical data confirming ability to Inc Phase 2; ASX- Oncolytic cancer cells to liste
Slide 28: Multiple programs = multiple catalysts Q3 20 – Q2 21
5. Investment Case For personal use only Multiple programs = multiple catalysts Q3 20 – Q2 21 Q3 20 Q4 20 Q1 21 Q2 21 Phase 2 Phase 1 DARRT-2 NOXCOVID-1 starts starts Phase 1 IONIC-1 planned to start Various interim data NOXCOVID-1 data LuPIN data 2020 Noxopharm. All rights reserved.
Slide 29: Key investment questions
5. Investment Case For personal use only 3 key investment questions Is there a need for Veyonda®, and What evidence is there that What will it mean to me as a if so, how large is the commercial Veyonda® is capable of delivering shareholder if Veyonda® opportunity? on its promise? succeeds? NOX belie
Slide 30: Senior Management Team
Senior Management Team For personal use only Dr Graham Kelly CEO Fred Bart & Managing Director Non-Exec Chairman Dr Gisela Mautner Jeanette Bell Chief Medical Officer Chief Operating Officer NOXOPHARM LIMITED (ASX:NOX) 2020 Noxopharm. All rights reserved. 28
Slide 31: Key Metrics
Key Metrics For personal use only Number of Shares 213.2 million shares outstanding Board shareholding 19.8% Share price A$0.39 (18 Sept 2020) Listing date 9 August 2016 Market cap A$83 M (18 Sept 2020) Cash position AU$ 7.1 M (30 June 2020) NOXOPHARM LIMITED (ASX:NOX) 2020 Noxopharm. All rights res
Slide 32: Discover Develop Deliver
Discover Develop Deliver For personal use only A second generation I-O therapy to transform the management of cancer www.noxopharm.com Media Enquiries Email: info@noxopharm.com The Capital Network Phone: (+61) 2 9144 2223 Julia Maguire +61 2 8999 3699 https://www.linkedin.com/company/noxopharm-limit