Anagenics Limited · ASX:AN1
Anagenics — Cellmid — Shareholder Meeting (November 2013)
21 slides from Anagenics's shareholder meeting presentation, Nov 22, 2013
Slide 1: ASX Announcement: AGM Presentation by CEO
ASX ANNOUNCEMENT AGM PRESENTATION BY CEO SYDNEY, Friday, 22 November 2013: Cellmid Limited (ASX: CDY) – Attached is the presentation to be given by Maria Halasz, the Chief Executive Officer, at Cellmid’s Annual General Meeting to be held today at 11:00am at Cliftons, Level 13, 60 Margaret Street, Sy
Slide 2: Cellmid Limited AGM Presentation
CELLMID LIMITED AGM PRESENTATION 22 November 2013 Maria Halasz CEO
Slide 3: Forward-looking statements
This presentation contains forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks that may cause the actual results, performance or achievements of Cellmid to be materially different from the statements in this presentation. Actual res
Slide 4: Cellmid Limited (CDY:ASX) 12 month share price performance
Cellmid Limited (CDY:ASX) 12 MONTH SHARE PRICE PERFORMANCE 3
Slide 5: Cellmid milestones in last 12 months
12 milestones in 12 months Cellmid Midkine Cancer Midkine Cancer Consumer health Therapeutics Diagnostics Milestone: Completed Milestone: CxBladder Milestone: Evolis launched in pre‐clinical POC testing of launched in USA pharmacies antibodies Milestone: Lung cancer test Milestone: Advangen Inc Mile
Slide 6: Revenue since November 2012
Revenue since November 2012 One‐off Repeat Advangen $540,000* Fujikura $600,000 Pacific Edge $1,000,000 Sub‐total $1,600,000 $540,000* * As reported for the 2013 financial year 5
Slide 7: Milestone timetable
Milestone timetable 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2013 2014 2014 2014 2014 2015 2015 2015 2015 Cancer IND enabling studies Therapeutic Pre‐IND meeting IND ready, Phase 1/2a Cancer Fujikura license Diagnostics CxBladder royalty LungDx (Quest) Consumer Chinese and EU health distribution US distributor Ke
Slide 8: Summary
Summary High value cancer therapeutic product pipeline going into phase 1/2a studies in solid tumors Revenue generating diagnostics division with multiple licenses and regular royalty expected from late 2014 Revenue generating consumer health division with strong growth from emerging markets in 2014
Slide 9: Cancer Therapeutics
CELLMID© CANCER THERAPEUTICS
Slide 10: Midkine is an important cancer target
Midkine is an important cancer target Highly basic 13kD protein (121 aa) Two domains (N and C) • Growth factor prominent in embryogenesis, but barely detectable in healthy adults • In adults, midkine expression occurs in two settings: 1. Inflammation 2. Malignancy • >90% amino acid identity between
Slide 11: MK is highly prognostic of poor survival in gastric cancer
MK is highly prognostic of poor survival in gastric cancer 100 % survival 80 MK negative (n=33) 60 40 20 MK positive (n=74) MK-positive IHC Gastric adenocarcinoma 0 0 20 40 60 80 Months Zhao et al Mol Med Report 2012 10
Slide 12: Midkine antibody slows tumor growth
Midkine antibody slows tumor growth • Midkine antibody inhibits primary tumour growth and slows metastasis in osteosarcoma • Intra‐muscular xenograft (143B cell line) • IP injection 24h post xenograft, then every 5 days to 42 days (dose 4mg/kg) Tumor growth Lung metastases (calf circumference, mm) A
Slide 13: Planned phase 1/2a clinical study
Planned phase 1/2a clinical study • 1Q2014: Commence IND enabling studies • 3Q 2014: Pre‐IND meeting • 4Q2014: Commence open label study in solid tumours • 3Q2015: Expected early efficacy information • 4Q2015: Expected completion of phase 1/2a • Advanced or end stage patients with prior chemotherapy
Slide 14: Cancer Diagnostics
CELLMID© CANCER DIAGNOSTICS
Slide 15: MK is overexpressed in at least 26 different tumour types – license opportunities
14 Urine Blood Tissue Red: Licensed Blue: Not licensed yet Breast Blank space: not tested Prostate Ovarian Cervical Uterine Lung (NSC) Lung (SC) Lung (brain mets) Neuroblastoma Glioblastoma Medulloblastoma Primitive neurectodermal Meninginoma Neurofibromatos
Slide 16: Diagnostic pipeline delivering revenue
Diagnostic pipeline delivering revenue PRECLINICAL CLINICAL MARKET CxBladder for bladder cancer (Pacific Edge) Revenue generating, expect royalties from 2H2014 MK as an early cancer marker (Japan) Fujikura Revenue generating, expect royalties from 2H2015 Lung cancer diagnostic (Quest) Revenue genera
Slide 17: Consumer Health
CELLMID© CONSUMER HEALTH
Slide 18: First clinically validated topical hair growth product in 25 years
First clinically validated topical hair growth product in 25 years 17
Slide 19: Inhibits FGF-5, a protein responsible for hair loss
Inhibits FGF‐5, a protein responsible for hair loss Clinical study results • 21% increase in hair growth rate* • 35% reduction in hair loss* • Significant increase in growing follicles* • 74% found the treatment beneficial for hair growth* *Double blinded placebo controlled clinical study 18
Slide 20: Australian launch confirmed market potential
Australian launch confirmed market potential evolis June 2012 • Launched commercial proof of concept in Australia (website, media, trade) Dec 2012 • More than 700 pharmacies signed up • Positive market response and solid early revenues May 2013 • Acquired company with global rights • Established Jap
Slide 21: Thank you
Thank you www.cellmid.com.au @mariahalasz 20