Zelira Therapeutics Ltd. · ASX:ZLD
Zelira Therapeutics — Zelda Therapeutics — Investor Presentation (July 2019)
28 slides from Zelira Therapeutics's investor presentation, Jul 10, 2019
Slide 1: Investor Presentation July 2019
For personal use only INVESTOR PRESENTATION JULY 2019 ASX: ZLD OTCQB: ZLDAF WWW.ZELDATHERAPEUTICS.COM
Slide 2: Disclaimer & Important Notice
DISCLAIMER & IMPORTANT NOTICE Disclaimer For personal use only This presentation has been prepared by Zelda Therapeutics Ltd ACN 103 782 378 (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Comp
Slide 3: Medicinal Cannabis: What Is It?
MEDICINAL CANNABIS: WHAT IS IT? Cannabis Plant For personal use only Dried Flower Cannabis Oil 3
Slide 4: Some Key Statistics
For personal use only SOME KEY STATISTICS Medicinal Cannabis legal in >34 countries & 35 US states ~1% of population in US/Canada registered to use medicinal cannabis Autism Medicinal cannabis market forecast to grow to $40-55 billion by 2028 (18% CAGR) Opioid ~US$20 billion raised by Medicinal Cann
Slide 5: Why Zelda?
WHY ZELDA? • EXPOSURE TO RAPIDLY EXPANDING GLOBAL INDUSTRY For personal use only • SINGULAR FOCUS ON CLINICAL VALIDATION TARGETING LARGE ADDRESSABLE MARKETS Building a portfolio of clinically-validated assets to treat pain, anxiety, sleep and cancer. • RAPID PATH TO COMMERCIALISATION & REVENUES (202
Slide 6: Recent Highlights
RECENT HIGHLIGHTS • LAUNCHED THREE CLINICAL TRIALS – RESULTS MID 2019 For personal use only • Insomnia Trial (Sleep Centre, UWA). • Observational Autism Trial (Children’s Hospital of Philadelphia). • Opioid Reduction Trial (St Vincent’s Hospital, Melbourne). • EXPANDED PRECLINICAL PROGAMME FOR CANCE
Slide 7: Commercialisation Strategy
For personal use only COMMERCIALISATION STRATEGY 7
Slide 8: Medicinal Cannabis: Accelerated Path to Market
MEDICINAL CANNABIS: ACCELERATED PATH TO MARKET Conventional Drug Development Path For personal use only Preclinical Clinical (Phase 1, 2 3) Registration Market Emerging Market for Unregistered Cannabis Medicines Cannabis Cultivation Flowers/Oils Market Competitors GMP-grade Clinical Revenues Market
Slide 9: Addressing Unmet Needs Across Entire Value Chain
ADDRESSING UNMET NEEDS ACROSS ENTIRE VALUE CHAIN Needonly CLINICAL MEDICAL DISTRIBUTORS PHARMACIES CLINICS TRIALS use Unmet Market Limited data supporting Clinical validation to For personal therapeutic benefit of Market Penetration Product Differentiation support prescription cannabis Clinical Tria
Slide 10: Commercialisation Model
COMMERCIALISATION MODEL For personal use only Conduct studies with specialist clinical research Value Adding organisations (CROs) & License or partner with leading Design key pre-clinical Pharma/Biotech and clinical studies leading hospitals • Clinically Validated or distribution partner • Unique fo
Slide 11: Strategic Global Partners for Rapid Commercialisation
STRATEGIC GLOBAL PARTNERS FOR RAPID COMMERCIALISATION For personal use only Manufacturing Distribution/Licensing Germany - >30K registered patients - Patient costs are reimbursable - Av patient spend €23/day - EU-GMP accredited for manufacture of cannabis oils - Access to HAPA sales-force - Facilita
Slide 12: Strategic Focus on Disrupting Large Markets
STRATEGIC FOCUS ON DISRUPTING LARGE MARKETS For personal use only DIABETES ONCOLOGY PAIN ~US$330B TOTAL DRUG SPEND IN USA AUTSIM INSOMNIA Source: https://www.statista.com/statistics/238698/us-health-spending-leading-areas/ https://blog.marketresearch.com/top-6-things-to-know-about-the-28-billion-sle
Slide 13: Evidence Cannabis Is Disrupting Large Markets
EVIDENCE CANNABIS IS DISRUPTING LARGE MARKETS For personal use only Estimated annual cannabis substitution cost = $4.86 billion in 2019 (New Frontier Data1 ) !. https://www.thecannabist.co/2017/05/24/medical-marijuana-pharmaceutical-sales-impact/80045/ 13
Slide 14: How Are We Different?
For personal use only HOW ARE WE DIFFERENT? 14
Slide 15: Novel Focus on Whole-Plant Extracts, Not Single Compounds
NOVEL FOCUS ON WHOLE-PLANT EXTRACTS – NOT SINGLE COMPOUNDS For personal use only THC CBD Tetrahydrocannabinol Cannabidiol Nausea1 Epilepsy1 Natural Plant Extracts Anorexia1 Pain Spasticity1 Inflammation Pain Stress Anxiety Cancer THCa CBGa CBDV CBL CBC CBN >113 other cannabinoids >300 terpenes THCV
Slide 16: Focus on Current Patient's Needs = Large Addressable Market
FOCUS ON CURRENT PATIENT’S NEEDS = LARGE ADDRESSABLE MARKET For personal use only Sleep Anxiety Insomnia Pain Autism Opioid Reduction Most common reasons patients use medicinal cannabis1. 1. Lintzeris, N et al., Medical Cannabis in Australia, 2016: the Cannabis as medicine Survey (CAM-16). The Medic
Slide 17: Zelda's Ringfencing Strategy for Formulation
For personal use only ZELDA’S RINGFENCING STRATEGY FOR FORMULATION Autism Unique formulations 17
Slide 18: Strong Intellectual Property Portfolio
STRONG INTELLECTUAL PROPERTY PORTFOLIO For personal use only Patent Priority Date Filing • Seven patent families filed: Cancer August 2016 WO2018/023166 - Cancer - Skin Disease (topical) Skin Disease August 2016 WO2018/023164 - Sleep Disorders Sleep Disorders August 2016 WO 2018/023163 - Cancer diag
Slide 19: Winter Is Coming for Cannabis IP!
WINTER IS COMING FOR CANNABIS IP! For personal use only The Court accepted the validity of formulations derived from naturally occurring chemicals/plants but present in non-naturally The US Patent Trial and Appeal Board, denied occurring proportions and concentrations patent US9066920B2 on January 3
Slide 20: Zelda's Product Pipeline
ZELDA’S PRODUCT PIPELINE For personal use only Partners Indication Preclinical Phase 1 Phase 2 Phase 3 Insomnia (THC/CBD) Autism (THC/CBD) Opioid Reduction (THC/CBD) Cancer (THC/CBD) 20
Slide 21: Corporate
For personal use only 21 CORPORATE
Slide 22: Corporate Snapshot
CORPORATE SNAPSHOT FINANCIALS (as at 3 July 2019) SHARE PRICE (as at 3 July 2019) For personal use only AUD$ • Share Price $0.045 • 52w Range $0.033 - 0.115 • 4w Av Trading Vol 0.65m • Shares on Issue 755m • Market Capitalisation $35m CAPITAL STRUCTURE • Cash (Mar, 2019) $4.0m Top 20 Shareholders: 4
Slide 23: Board & Management
BOARD & MANAGEMENT For personal use only Dr Richard Hopkins Harry Karelis Dr Stewart Washer Mara Gordon Jason Peterson Managing Director Founder & Executive Chairman Founder & Director Founder & Director Founder & Director § Experienced bio- § Co-founder corporate advisory & § 25 years of CEO /Board
Slide 24: Medical Advisory Team
MEDICAL ADVISORY TEAM For personal use only Professor Manuel Guzman Dr Cristina Sanchez Dr Ethan Russo Dr David Casarett Dr Dustin Sulak § Professor of Biochemistry and § Assistant Professor at § Paediatric and adult neurologist § Prof. of Medicine and a leading § Integrative medicine Molecular Biol
Slide 25: Upcoming Activity & Milestone Pipeline
UPCOMING ACTIVITY & MILESTONE PIPELINE For personal use only MARKET (2020) Autism Trial Opioid Reduction Sleep Trial Distribution/Licensing Trial Clinical Trials report in 2H 2019 25
Slide 26: Comparative Analysis
COMPARATIVE ANALYSIS Company Market Capitalisation1 Focus For personal use only ($US) Zelda Therapeutics Phase 2 (Insomnia), Phase 1 (Opioid Reduction), Observational (Autism), 30m (ZLD:ASX) Preclinical (Cancer), THC/CBD-whole plant extracts. Cannabics 40m Preclinical (Cancer), CBD-only. CNBX:US/OTC
Slide 27: Strong Strategic Positioning
For personal use only STRONG STRATEGIC POSITIONING • GLOBAL PARTNERSHIPS COVERING CLINICAL TRIALS, SUPPLY, MANUFACTURE AND DISTRIBUTION • STRONG INTELLECTUAL PROPERTY PORTFOLIO • DIVERSIFIED CLINICAL/PRECLINICAL PIPELINE - FULLY FUNDED FOR UPCOMING MILESTONES • POSITIONED FOR RAPID ENTRY INTO COMMER
Slide 28: For personal use only
For personal use only ZELDA THERAPEUTICS OFFERS INVESTORS EXPOSURE TO A RAPIDLY EMERGING GLOBAL INDUSTRY AT VERY ATTRACTIVE VALUATIONS AND WITH SIGNIFICANT VALUE DRIVERS OVER THE NEXT 12-18 MONTHS 28
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