Knight Therapeutics, Inc. · TSX:GUD
Knight Therapeutics — Investor Presentation (April 2021)
20 slides from Knight Therapeutics's investor presentation, April 2021
Slide 1: Knight Therapeutics Inc. (TSX: GUD)
Building a leading specialty pharmaceutical company Knight Therapeutics Inc. (TSX: GUD) 1 April 2021
Slide 2: Forward Looking Statements
Forward Looking Statements This document contains forward-looking statements for the Company and its subsidiaries. These forward looking statements, by their nature, necessarily involve risks and uncertainties that could cause actual results to differ materially from those contemplated by the forwar
Slide 3: Knight Overview
Knight Overview Knight is a multinational specialty pharmaceutical company focused on acquiring or in-licensing innovative pharmaceutical products for Canada and Latin America • Founded in Canada in February 2014 by co- • Since founding in February 2014, the founder & CEO of Paladin Labs Inc. Knight
Slide 4: Knight's Evolution: Key milestones
Knight’s Evolution 2011-2012 2013-2014 2015 2016 2017 2019-2020 Footprint 5 7 9 10 10 11 countries countries countries countries countries countries M&As • Emerging specialty player in • Acquisition of United Medical • Expanded further geographical • Moved HQ to Montevideo • IPO under ticket GBIO33
Slide 5: Our Growth Strategies
Our Growth Strategies Firing on Multiple Cylinders In-license or acquire late-stage prescription pharmaceuticals Product Acquire mature or “under-promoted” products from Big Pharma Portfolio Develop near-term, low risk / low expense products Bolt-on acquisitions of portfolios or companies to complem
Slide 6: Our Footprint
Our Footprint $200M in Revenue1 11 Countries + distributors in Central America and Caribbean nearly 700 Employees >100 Products >20 Partners 4 Manufacturing Plants Knight Affiliates 1 R&D Center Knight Distributors 1 Regional Distribution Center 1 Trailing twelve months December 2020
Slide 7: Our Market
Our Market • Pan-American (ex US) market represents ~6% of global pharmaceutical market. – LatAm market size and growth greatly impacted by inflation and fluctuations in exchange rate Market Size 68 Currency Devaluation Dec 31st, 2019 to Jun 3rd, 2020 60 54 CAD Billions -3% -4% 32 -7% 29 30 -12% -13
Slide 8: Our Focus
Our Focus • Licensing of late-stage products – Structure transaction to meet partner needs while protecting downside risk – Manage return to address associated risks • Low risk / low expense product development for certain Latin American markets Knight’s involvement Regulatory Market Sales and Disco
Slide 9: Our Portfolio
Our Portfolio Revenue by Geography Current Portfolio – Main Products Oncology and Onco-Hematology Other 7% Rest of BERIATE® BR BENDAM® LATAM HAEMATE ® OLVESTRAN® 39% 17% TOCITRAP® GESTREDOS® ENZASTAR® TIRLEB® CLOFICRIS® MIELOZITIDINA® CAPEBINA® OXIDINA® COL 18% Infectious Diseases ARG 19% Revenue by
Slide 10: Key Oncology Portfolio
Key Oncology Portfolio Pan American ex- US footprint in Oncology Lenvima Halaven Branded Generics in Oncology • Exclusive license agreement with • Exclusive license agreement with Eisai for central and South Eisai for central and South America Multiple Myeloma --- complete portfolio America • Treatm
Slide 11: Key Oncology Portfolio
Key Oncology Portfolio Trelstar Nerlynx Abraxane • LHRH agonist for the • Oral treatment of adult • Well recognized class of treatment of hormone patients with early-stage HR+ chemotherapy known as dependent prostate cancer and HER2+ breast cancer ‘Taxanes’ and approved for and management of chronic
Slide 12: Key Infectious Disease Portfolio
Key Infectious Disease Portfolio Infectious disease expertise in Latin American Market Ambisome Cresemba HIV / HCV Portfolio • Treatment of systemic and/or • Treatment 2 severe fungal Gilead HIV / HCV portfolio infections associated with deep mycoses caused by high mortality rates: invasive • Partne
Slide 13: Our Partners
: Our Partners AstraZeneca? ih Bristol Myers Squibb” © 4) GILEAD Pierre Fabre ©@ cvevicehamerour ARDELYX a> TherapeuticsMD
Slide 14: Financial Assets
Financial Assets Leveraging the balance sheet to source additional products and an attractive return • Secured loans to life-sciences companies: Nominal • Financing in exchange for product rights Company Loan Balance(1) Interest Rate Maturity Product Rights or pipeline assets • Over $170M loaned to
Slide 15: Financial Highlights
Financial Highlights Balance Sheet Highlights – as at December 31st, 2020 Cash and Marketable Securities $392 million ($3.05 / share) Strategic Fund Investments $149.7 million1 Strategic Loans $36.3 million of loans receivable Bank Loans $51.8 million Capital Structure – as at March 25th 2021 Market
Slide 16: Management Team
Management Team Jonathan Ross Goodman Chief Executive Officer Paladin Labs, Co-Founder, President & CEO Procter & Gamble, Brand Management Samira Sakhia President and Chief Operating Officer Paladin Labs, Chief Financial Officer Amal Khouri Chief Business Officer Novartis, Global Business Developmen
Slide 17: Board of Directors
Board of Directors Knight has a highly skilled and experienced Board of Directors Board Member Qualifications James Gale • Paladin Labs, Board member from 2008 to 2014 (Chairman) • Signet Healthcare Partners, Managing Director Jonathan Ross • Knight Therapeutics, Founder and CEO Goodman • Paladin La
Slide 18: Why Knight?
Why Knight? Partner of Choice for Canada and LATAM 18
Slide 19: Partner of Choice for pan-American (ex-US) in-licensing opportunities
Partner of Choice for pan-American (ex-US) in-licensing opportunities • Strong regional infrastructure with a unique footprint in Canada and across 10 countries in Latin America • Experienced and dynamic management team • Proven ability to develop a rich pipeline of new products • Proven ability to
Slide 20: Knight Therapeutics Inc. (TSX: GUD)
Building a leading specialty pharmaceutical company Knight Therapeutics Inc. (TSX: GUD) 20 April 2021
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