Nuformix Plc · LSE:NFX
Nuformix — Investor Presentation (April 2021)
23 slides from Nuformix's investor presentation, April 2021
Slide 1: Unlocking the Potential of Therapeutics for Fibrosis & Oncology
Unlocking the Potential of Therapeutics for Fibrosis & Oncology Corporate Presentation – April 2021
Slide 2: Disclaimer
Disclaimer This document has been prepared by Nuformix plc (the "Company") and is being made available for the sole purpose of providing the recipients with background information about the Company. It does not constitute or form part of any offer or invitation to sell or issue or any solicitation o
Slide 3: Expertise in Repurposing Allows Nuformix to Maximise Commercial Opportunities
Expertise in Repurposing Allows Nuformix to Maximise Commercial Opportunities Discovery, development and IP protection of new, differentiated uses of existing drugs Enhancing the therapeutic Potential advantages due Making a difference to potential and commercial to existing data, patients value of
Slide 4: Business highlights
Business highlights Targeting fibrosis and Pipeline of Preclinical / Phase 1 ready oncology assets with significant value potential and potential for early licensing opportunities Innovative product concepts with Lead asset NXP002 (inhaled tranilast) – commercial potential, addressing novel inhaled
Slide 5: Highly Experienced Executive Leadership and Board (as at April 2021)
Highly Experienced Executive Leadership and Board (as at April 2021) EXECUTIVE LEADERSHIP Dr Anne Brindley Dr Joanne Holland Chief Executive Officer Chief Scientific Officer & a Co-Founder • Over 30 years in Big Pharma and Biotech with extensive expertise in • Over 18 years experience in R&D, IP & c
Slide 6: Nuformix Strategy
Nuformix Strategy Unlocking the potential of therapeutics for fibrosis & oncology Accelerate value creation through Business Development & Licensing Optimise value from existing assets, with prioritised use of cash & tight financial control* Progress further activities on Further research on NXP004
Slide 7: Business Model
Business Model Extensive drug Virtual development Rigorous business development and via strong network development repurposing expertise of contractors IP generation / Value Identify / create Preclinical / Value inflexion added new product point – licensing concepts early clinical / partnering to de
Slide 8: Nuformix Pipeline
Nuformix Pipeline Project / indication / route IP generation Preclinical Phase 1 of administration NXP002 IPF Inhaled tranilast NXP001 Oncology Oral aprepitant BD activity (license option to Oxilio) NXP004 Oncology BD activity Oral (undisclosed drug) 7
Slide 9: NXP002 (Inhaled Tranilast) in Idiopathic Pulmonary Fibrosis
NXP002 (Inhaled Tranilast) in Idiopathic Pulmonary Fibrosis Idiopathic Pulmonary Fibrosis (IPF) NXP002 (Inhaled Tranilast) • Devastating, progressive disease caused by scarring • Potential novel inhaled treatment for IPF (fibrosis) in the lung • Potential for Orphan Drug Designation • Affects 3 mill
Slide 10: IPF Disease Process and Physiology
IPF Disease Process and Physiology Smoke, pollution, acid Death from respiratory Lung tissue injury failure (suffocation) Inflammation, excessive wound healing Patients become breathless, wheelchair Fibrosis, scarring bound and require oxygen Reduced gas exchange 9
Slide 11: Significant Commercial Opportunity in IPF
Significant Commercial Opportunity in IPF Fast-growing market driven by orally delivered Ofev® IPF market in 7 major markets1: Largest market is US, (nintedanib) & Esbriet® (pirfenidone) followed by UK, Italy, Japan, Germany, France, Spain US launches 2014 Global Sales 8.4% • Esbriet: 2020 CHF 1.108
Slide 12: IPF attracts many deals in early clinical stage and more recently in preclinical stage (1)
IPF attracts many deals in early clinical stage and more recently in preclinical stage (1) Licensee / deal type / asset Acquirer / partner Stage at time of deal Data at time of Value USD m Upfront USD m deal incl upfronts Morphic Therapeutics (licensing Abbvie 2018 – option Preclinical Preclinical u
Slide 13: IPF attracts many deals in early clinical stage and more recently in preclinical stage (2)
IPF attracts many deals in early clinical stage and more recently in preclinical stage (2) Licensee / deal type / asset Acquirer / Stage at time of Data at time of Value USD m incl Upfront USD partner deal deal upfronts m Arresto (company acquired) Gilead 2011 In Phase 1 Safety/PK in 225 (Simtuzumab
Slide 14: Preclinical Data Supports Potential of Tranilast in IPF
Preclinical Data Supports Potential of Tranilast in IPF Literature data in numerous models supports use of tranilast in fibrosis Oral tranilast bleomycin (BLM) study (mouse) - model for IPF1 Tranilast in NASH model of liver fibrosis2 NFX data on NXP002 also supports its use in IPF - demonstrated tha
Slide 15: NXP002 (Inhaled Tranilast) – Development Plan
NXP002 (Inhaled Tranilast) – Development Plan Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2021 2022 2023 PRECLINICAL PHASE 1 PHASE 2 Inhalation Non- GLP GLP Phase 1 Feasibility Today Feasibility Non-GLP Phase 1 Phase 1 package package ready package package Development related inflexion points offer multiple
Slide 16: NXP001 (aprepitant)
NXP001 (aprepitant) Marketed drug NXP001 • Oral drug for Oncology Supportive • Novel form with improved Care properties • Poor physical properties, needs • Granted patent attained complex formulation • NFX data from Phase 1 study • Literature data on potential in demonstrates bioavailability without
Slide 17: NXP004
NXP004 Marketed drug NXP004 • Oral drug with blockbuster sales • Novel form with improved and growth for Oncology properties • Poor physical properties, needs • Further research ongoing to complex formulation characterise and elucidate advantages • Patent protected formulation until early/mid 2030s
Slide 18: Recent Successful Placing and Use of Funds
Recent Successful Placing and Use of Funds Placing • Equity placing raised c.£1.5m gross (March 2021) Use of funds • Develop preclinical data package for lead asset NXP002 • Staged investment approach with several options to license • NXP004 – further research followed by business development • Addi
Slide 19: Summary
Summary Focus New therapies with attractive commercial potential in fibrosis and oncology Potential to derive value in the short-term through Assets further development and /or BD and licensing Strengthened leadership with extensive and Management relevant experience Low cost base Fully virtual oper
Slide 20: Appendices
Appendices
Slide 21: Company Summary
Company Summary • Founded in 2008 and listed on London Stock Exchange (LSE: NFX) in 2017 • Fully virtual operating model with low operating costs Market Cap (April 2021) Substantial shareholders (April c.£14m 2021 figures): CPI Enterprises1 6.7% Dr DJ Gooding2 6.3% Brief financials (H1 2020) Dr JM H
Slide 22: Repurposing examples – deals
Repurposing examples – deals Repurposed Product change Acquirer/Licensor Stage at time Company Drug Original indication Deal Value (USD) Upfront (USD) indication from original (Year) of deal Rhofade Rosacea Decongestant New indication + 200 million Vicept Therapeutics Allergan (2011) Phase II comple
Slide 23: Repurposing examples – products
Repurposing examples – products Company Drug Repurposed indication Original indication Product differentiation Annual revenues (USD) Notes Tecfidera Biogen Multiple Sclerosis Psoriasis (topical) New route (oral) 4.43 billion (2019) (dimethylfumarate) Post operative nausea and Acacia Barhemsys (amisu