Patrys Limited · ASX:PAB
Patrys — Shareholder Meeting (November 2019)
22 slides from Patrys's shareholder meeting presentation, Nov 21, 2019
Slide 1: Chairman's Address and CEO Presentation at Annual General Meeting
ASX & Media Release Chairman’s Address and CEO Presentation at Annual General Meeting For personal use only Melbourne, Australia; 21 November 2019: Patrys Limited (ASX: PAB, “Patrys’” or the Company), a therapeutic antibody development company, is pleased to release this Chairman’s Address and the p
Slide 2: Chairman's Address (continued)
eligible for FDA fast-track designations, which could accelerate the path to approval and commercialisation. PAT-DX1’s novel mechanism of action, cancer cell selectivity, potential to treat a wide range of For personal use only cancers, and conjugation ability creates a significant opportunity for P
Slide 3: Chairman's Address concluding remarks and About Patrys
Patrys is fortunate to be the beneficiary of a highly experienced, strong, and cohesive Board of Directors who as significant shareholders in their own right are closely aligned with the interests of all shareholders. I acknowledge the substantial contribution and wise counsel from my fellow directo
Slide 4: Annual General Meeting November 2019
For personal use only Annual General Meeting 21 November 2019 Dr James Campbell CEO and Managing Director Private & Confidential
Slide 5: Executive summary
Executive summary For personal use only Patrys has a world first cell-penetrating antibody platform with numerous development pathways, validated by positive pre-clinical data generated to date… Novel biologics Multiple options for Targeting significant Attractive value platform development addressa
Slide 6: Key achievements in the last year
Key achievements in the last year For personal use only Prioritise target indications Triple-negative breast cancer (TNBC) brain metastases and glioblastoma (GBM) identified as initial target indications Positive PAT-DX1 pre-clinical data Multiple animal studies confirm combination and single ag
Slide 7: Platform technology with novel mechanism of action
Platform technology with novel mechanism of action that interferes with tumour cell DNA damage repair (DDR) processes For personal use only PAT-DX1 overview PAT-DX1 crosses the blood brain barrier (BBB) Novel first-in-class antibody being developed to Blood treat a range of different cancers Nearl
Slide 8: Multiple development pathways with broad applicability
Multiple development pathways with broad applicability For personal use only Patrys’ products PAT-DX1 PAT-DX1-NP Single agent delivered as a standalone treatment Conjugation approach: PAT-DX1 attached with Development Combination approach to enhance radiotherapy nanoparticles (i.e. chemotherapeutics
Slide 9: Prioritising two target indications to progress towards the clinic
Prioritising two target indications to progress towards the clinic For personal use only Triple-negative breast cancer Glioblastoma (GBM) (TNBC) brain metastases Cancer cells that have spread to the brain Brain cancer characterised by Description from the primary TNBC tumour aggressive cellular repr
Slide 10: 2019 animal studies demonstrate PAT-DX1 crosses the BBB
2019 animal studies demonstrate PAT-DX1, crosses the BBB, suppresses tumour growth and increases survival with no toxicity observed For personal use only PAT-DX1 in combination with PAT-DX1 as a single agent in radiation in GBM1 TNBC brain metastases2 +93% After 2 weeks, +93% After 4 weeks, treatmen
Slide 11: Biologics typically transact at an earlier stage and higher valuations
Relative to small molecules, biologics typically transact at an earlier stage and at higher valuations For personal use only Proportion of total deals1 Number of pre-clinical deals1 Pre-clinical avg. deal size1,2 Majority of biologic deals occur at Significantly more interest in Pre-clinical biologi
Slide 12: Significant upside value underpinned by recent pre-clinical deals
Significant upside value for Patrys underpinned by recent significant pre- clinical deals executed for antibody assets For personal use only Recent pre-clinical antibody transactions1 US$1,660m US$1,388m2 US$604m US$663m US$685m US$547m US$554m Deal date 4Q18 3Q18 3Q18 3Q18 3Q18 2Q18 3Q18 Deal type
Slide 13: Proven Board and scientific advisory team
Proven Board and scientific advisory team with significant industry, clinical development and commercialisation experience For personal use only John Read Dr James Campbell Dr Pamela M. Klein Chairman Chief Executive Officer Non-Executive Director Chairman of multiple Multiple successful Led the dev
Slide 14: Upcoming key catalysts and milestones
Upcoming key catalysts and milestones For personal use only CY19 CY20 CY21 4Q 1Q 2Q 2H 1H 2H Single agent + Animal studies to determine appropriate dose and further Phase 1 combination evaluate pharmacokinetics and safety clinical trial PAT-DX1 Conjugation Commence grant- funded study Animal studies
Slide 15: World first cell-penetrating antibody platform with significant value upside
Patrys has a world first cell-penetrating antibody platform with potential to revolutionise cancer treatments and significant value upside For personal use only Novel biologics Multiple options for Targeting significant Attractive value platform development addressable markets proposition Antibody p
Slide 16: Appendix
Appendix Additional corporate For personal use only information and data
Slide 17: Patrys is a biopharmaceutical company developing antibody technologies
Patrys is a biopharmaceutical company devoted to the development of antibody technologies to improve outcomes for cancer patients For personal use only Overview Share price performance (since 1-Jan-2019) Trading information Share price ($) Volume (m) 0.04 80 Share price (20-Nov-19) A$0.02 52 week lo
Slide 18: PAT-DX1 novel mechanism of action interferes with tumour cell DNA repair
PAT-DX1 has a novel mechanism of action that interferes with tumour cell DNA repair processes For personal use only A novel mechanism of action… PAT-DX1 preferentially localises to tumours Tumour cells release “clouds” of Specifically attracted to extracellular DNA from dying extracellular DNA can
Slide 19: Active intellectual property strategy in place to protect key assets
Active intellectual property strategy in place to protect key assets For personal use only Patrys’ Deoxymab patent portfolio1 Deoxymab patent portfolio 9 Active patent families 5 Granted patents2 19 Patent applications pending1 IP protection granted IP protection pending Patrys’ patent portfolio is
Slide 20: Recent pre-clinical antibody transactions
Significant upside value for Patrys underpinned by recent significant pre- clinical deals executed for antibody assets For personal use only Recent pre-clinical antibody transactions (licensing, asset and corporate)1 US$1,660m US$1,388m2 US$604m US$663m US$685m US$547m US$554m Deal date 4Q18 3Q18 3Q
Slide 21: Safe Harbour Statement
Safe Harbour Statement For personal use only The following material is for general information purposes only and is not to be relied upon for the making of an investment decision. Any investment in Patrys Limited ACN 123 055 363 (Patrys) is subject to investment risk including the possibility of los
Slide 22: Contact
For personal use only Contact Dr. James Campbell Chief Executive Officer & Managing Director +61 3 9670 3273 info@patrys.com Visit us www.patrys.com Patrys Limited (ASX:PAB)