Noxopharm Ltd. · ASX:NOX
Noxopharm — Shareholder Meeting (August 2020)
31 slides from Noxopharm's shareholder meeting presentation, Aug 14, 2020
Slide 1: Noxopharm August 2020 EGM Corporate Presentation
For personal use only ASX Announcement |14 August 2020 Noxopharm Limited ASX:NOX Noxopharm August 2020 EGM Corporate Presentation Australian clinical stage drug development company Noxopharm (ASX:NOX) is pleased to provide to shareholders and the market generally the corporate presentation for today
Slide 2: Forward Looking Statements
For personal use only E: julia@thecapitalnetwork.com.au T: + 61 2 8999 3699 Graham Kelly, CEO and Executive Chairman of Noxopharm, has approved the release of this document to the market on behalf of the Board of Directors. Forward Looking Statements This announcement may contain forward-looking sta
Slide 3: Noxopharm EGM – August 2020 Presentation
For personal use only Noxopharm EGM – August 2020 Presentation Noxopharm Limited (ASX:NOX) Graham Kelly - Executive Chairman and CEO Veyonda® DISCOVER DEVELOP DELIVER © 2020 Noxopharm Ltd. All rights reserved.
Slide 4: Disclaimer
Disclaimer This presentation has been prepared by Noxopharm Limited (NOX or the Company). It should not be considered as an offer or invitation to subscribe for, or purchase any shares in NOX, or as an inducement to purchase any shares in NOX. No agreement to subscribe for securities in NOX For pers
Slide 5: Immuno-oncology drugs are the future of cancer therapy
Immuno-oncology (I-O) drugs have taken the oncology world by storm and are the future of cancer therapy For personal use only Current market for I-O drugs = ~A$30 billion p.a. (2019) I-O drugs currently limited in use Potential market predicted to be >A$150 billion p.a. NOX believes that Veyonda® wi
Slide 6: This presentation
This presenta@on ….. For personal use only 1. Who We Are 2. Veyonda® Explained 3. Our Business 4. Investment Case © 2020 Noxopharm Ltd. All rights reserved.
Slide 7: Who we are
For personal use only Veyonda® + cancer 01 Who we are Veyonda® + sep@c shock © 2020 Noxopharm Ltd. All rights reserved.
Slide 8: Who We Are
Who We Are For personal use only Australian clinical-stage drug development company ASX: NOX [listed Aug 2016] Focus on large markets of unmet need – cancer and sepRc shock Commercial goal of out-licensing at Phase 2 stage Veyonda ® - a major commercial opportunity with ‘blockbuster’ potenRal A disr
Slide 9: Veyonda Explained
For personal use only Veyonda® + cancer First-in-class 02 Veyonda® explained Veyonda® + septic shock Dual oncotoxic and immuno-oncology drug © 2020 Noxopharm Ltd. All rights reserved.
Slide 10: Veyonda Explained: unique 3-step action
Veyonda® Explained For personal use only First-in-class anR-cancer drug with unique 3-step acRon Oncotoxic Immuno-oncology effects T T T T T T T T T T Kills cancer cells. Ac=vates cancer-figh=ng Enables cancer-fighting Unique action sparing immune cells (T-cells) immune cells to enter most healthy cel
Slide 11: Veyonda Explained: converting tumours from COLD to HOT
Veyonda® Explained Increasing I-O therapy effectiveness depends on boosting the number of cancer- For personal use only fighting cells inside tumours. Referred to as converting tumours from COLD to HOT COLD TUMOUR HOT TUMOUR Converting tumours T from COLD T to HOT T T T Majority of human tumours are
Slide 12: Our Business
For personal use only Veyonda® + cancer ONCOLOGY 03 Our Business Veyonda® + sep@c shock SEPTIC SHOCK © 2020 Noxopharm Ltd. All rights reserved.
Slide 13: Our Business – Veyonda and oncology
Our Business – Veyonda® and oncology For personal use only Clinical Objec=ve To see Veyonda® come to market as a well-tolerated, cost- effective, immuno-oncology (I-O) drug assisting immune checkpoint inhibitors, radiotherapy and chemotherapy to work more effectively across most forms of cancer Comm
Slide 14: Aiming to show an I-O benefit four different ways
Our Business – Veyonda® and oncology Aiming to show an I-O benefit four different ways For personal use only Veyonda® + external beam radiotherapy Higher priority DARRT Ra#onale: IONIC Veyonda® + immune checkpoint inhibitor • risk mi#ga#on • unlikely 1 size fits all approach in all cancers and all pa#e
Slide 15: DARRT is our #1 priority program
Our Business – Veyonda® and oncology For personal use only DARRT DARRT is our #1 priority program Low-dose Veyonda amplifies radiation to a the immune single tumour response and then T activates immune spreads it to other T cells inside that tumours T T tumour T T T T T T + Veyonda® T T TT T T T T T
Slide 16: DARRT is our #1 priority program
Our Business – Veyonda® and oncology For personal use only DARRT DARRT is our #1 priority program Aimed at the largest sector in the oncology market A\racRve form of anR-cancer • End-stage cancer where treatment is limited therapy to palliative care • Well-tolerated, short-course of therapy in out-p
Slide 17: Seeking proof-of-principle in end-stage prostate cancer
Our Business – Veyonda® and oncology For personal use only DARRT Seeking proof-of-principle in end-stage prostate cancer Palliative therapy Surgery Chemical Androgen Chemo- and/or local castra#on & receptor Rising PSA levels in blood therapy radiotherapy therapy inhibitors Hormone-sensitive Hormone-
Slide 18: DARRT-1 Phase 1b study
Our Business – Veyonda® and oncology For personal use only DARRT DARRT-1 Phase 1b study 25 men with end-stage prostate cancer who had stopped responding to treatment, with metastatic and progressive disease, and were considered to have limited life-spans • Clear evidence of an I-O effect • 16 men co
Slide 19: IONIC study is our #2 priority program
Our Business – Veyonda® and oncology For personal use only IONIC IONIC study is our #2 priority program Immune checkpoint inhibitors • Keytruda (Merck); Opdivo & Yervoy (BMS) • Minority of cancers are responsive cancers (eg. melanoma, lung, kidney, bladder) • Majority of cancers non-responsive (eg.
Slide 20: And then came SARS-CoV-2
For personal use only And then came SARS-CoV-2 …… and the pandemic …….. and with it, an unexpected opportunity……… the possibility of having an effective therapy for SEPTIC SHOCK © 2020 Noxopharm Ltd. All rights reserved.
Slide 21: Veyonda and septic shock
Our Business – Veyonda ® and sepRc shock SEPTIC SHOCK: ONE OF THE SINGLE LARGEST CAUSES OF DEATH IN For personal use only THE WORLD SEPTIC SHOCK • An esRmated 10 million people die each year in the world from sepRc shock. That is about 20% of all human deaths • An esRmated minimum of 5000 people die
Slide 22: NOXCOVID: first clinical trial of a STING blocker
Our Business – Veyonda ® and sepRc shock Cytokine Storm • Septic shock is triggered by a CYTOKINE STORM For personal use only NOXCOVID • About 5% of COVID-19 patients develop a CYTOKINE STORM • CYTOKINE STORM results in clotting and organ failure First clinical trial of a STING • CYTOKINE STORM is a
Slide 23: Veyonda in septic shock: Q&A
Our Business – Veyonda ® and sepRc shock For personal use only Q. You have explained that Veyonda is working as an anti-cancer drug by promoting the immune system. If septic shock is driven by NOXCOVID an immune system that is already over-active, wouldn’t Veyonda just make things worse? A. Yes it c
Slide 24: Investment case
For personal use only Large commercial opportuniRes Areas of major M&A activity Strong news flow 04 Investment case Veyonda® + septic shock Focused commercial strategy Experienced execuRve and Board © 2020 Noxopharm Ltd. All rights reserved.
Slide 25: Investment case: major market opportunities
Investment case Major market opportuni4es For personal use only • Focus on end-stage prostate cancer DARRT • Estimated 300,000 deaths globally; 33,000 in the U.S. • Aiming to make Veyonda standard of care with radiotherapy in end-stage prostate cancer • Checkpoint inhibitor 2019 sales = A$30 billion
Slide 26: Prostate cancer major area of M&A activity
Investment case Prostate cancer major area of M&A activity For personal use only DARRT LuPIN © 2020 Noxopharm Ltd. All rights reserved.
Slide 27: Multiple programs = multiple catalysts
Investment Case Multiple programs = multiple catalysts Q3 20 - Q1 21 For personal use only • Phase 2 multi-national study in ~200 men; DARRT-2 DARRT • Anticipated start Q1 2021 • Pending appointment of CRO LuPIN • Imminent - last paRent final treatment • Imminent - publicaRon of data from first 32 men
Slide 28: Focused Commercial Strategy
2 Investment Case For personal use only Focused Commercial Strategy Auract potenRal partners by conRnuing to DARRT-2 Phase 2 data undertake clinical trials to develop LuPIN Phase 2 data Veyonda® as standard of care in treatment of end-stage prostate cancer PosiRon Veyonda® as a major opportunity ION
Slide 29: Executive Team
Investment Case Execu@ve Team For personal use only Dr Graham Kelly - Jeanette Bell Executive Chairman Chief Operating and CEO Officer Shawn Dr Gisela Mautner Van Boheemen Chief Medical Officer Chief Financial Officer © 2020 Noxopharm Ltd. All rights reserved.
Slide 30: Key metrics
Key metrics Number of Shares 213.2 million shares outstanding For personal use only Board shareholding 19.8% SP A$0.32 (13 Aug 2020) Listing date 9 August 2016 Market cap A$67.16 M (13 Aug 2020) Cash position • AU$ 7.1M (30 June 2020) © 2020 Noxopharm Ltd. All rights reserved.
Slide 31: A disruptive technology to transform the management of cancer
A disruptive technology to transform the management of cancer For personal use only Learn more about Noxopharm Limited (ASX:NOX) hups://www.noxopharm.com Media Enquiries Email: info@noxopharm.com The Capital Network Phone: (+61) 2 9144 2223 Julia Maguire +61 2 8999 3699 haps://www.linkedin.com/compa