Prescient Therapeutics Limited · ASX:PTX
Prescient Therapeutics — Shareholder Meeting (November 2021)
51 slides from Prescient Therapeutics's shareholder meeting presentation, Nov 12, 2021
Slide 1: Gaining momentum. Annual General Meeting
For personal use only Gaining momentum. Annual General Meeting November 2021
Slide 2: Disclaimer and Safe Harbor
DISCLAIMER AND SAFE HARBOR Certain statements made in this document are forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements are not historical facts but rather are based on
Slide 3: At the 2020 AGM we said:
At the 2020 AGM we said: For personal use only
Slide 4: Innovative Pipeline in Personalised Medicine
Innovative Pipeline in Personalised Medicine For personal use only Program Discovery Screening Preclinical Phase I Phase IB Phase II OmniCAR CD33 & CLL-1 AML OmniCAR HER2 Breast, Ovarian & Gastric cancers OmniCAR GBM Her2 & EGFRviii Targeted Undisclosed 1 Therapies Cell Therapy Enhancements Undisclo
Slide 5: Key achievements during another productive year
For personal use only Key achievements during another productive year 5
Slide 6: Cell Therapies
Cell Therapies For personal use only • Strategic review of OmniCAR to identify three highly differentiated internal programs • AML • Her2+ solid tumours • GBM • Initiation and progress of these OmniCAR programs • Manufacturing and testing of key OmniCAR components • Successful demonstration of uniqu
Slide 7: Targeted Therapies
Targeted Therapies For personal use only • Progression of PTX-200 in AML • Completion of PTX-100 Phase 1b basket trial • Excellent safety profile • Encouraging data in area of unmet need • Manufacturing PTX-100 • Investigating IST opportunities 7
Slide 8: Operations
Operations For personal use only • Building world class capabilities • Bolstering PTX team in areas including: • cell therapy • immunology • biologic engineering • clinical operations • PTX & Peter Mac: a very productive and cohesive relationship • Full time post docs at Peter Mac together with Prof
Slide 9: Assembling a world class Scientific Advisory Board
Assembling a world class Scientific Advisory Board For personal use only Professor Phil Darcy Professor H. Miles Prince, AM Professor Don O’Rourke, MD Eminent CAR-T expert Internationally renowned Neurosurgeon & brain cancer haematologist key opinion leader 9
Slide 10: Achievements becoming reflected in company valuation
Achievements becoming reflected in company valuation • PTX one the best performing biotech stocks on ASX this year For personal use only • Significantly improved liquidity Share price 28c Market cap $180M Share price 6c Market cap $38M 5 November 2021; Google Finance 10
Slide 11: Overcoming challenges
Overcoming challenges For personal use only COVID-19 Science and technical Building OmniCAR awareness • No specific and material disruptions, • New modality required bolstering in- but impossible to escape its impact house expertise in new areas • One challenge of being “ahead of the curve” is educa
Slide 12: PTX-100 First in class Ras pathway inhibitor
For personal use only PTX-100 FIRST IN CLASS RAS PATHWAY INHIBITOR 12
Slide 13: PTX-100 Phase 1b basket study completed
For personal use only PTX-100 PHASE 1B BASKET STUDY COMPLETED • Phase 1b PK/PD safety study • Focus on cancers prone to Ras and Rho mutations • Basket trial of: • Gastric cancer • Myeloma Professor H. Miles Prince, AM • Pancreatic cancer • T-cell lymphomas Principal Investigator • Colorectal cancer
Slide 14: PTX-100 Phase 1b summary
For personal use only PTX-100 PHASE 1B SUMMARY Excellent safety profile Early clinical activity • PTX-100 well tolerated up to • PRs in 2 patients with aggressive refractory and including 2,000 mg/m2 TCL • No SAEs related to PTX-100 • Expected PFS of <4 months on SoC • r/r CTCL: 12 months (19 cycles
Slide 15: Progressing to expansion cohort
PROGRESSING TO EXPANSION COHORT Case Study For personal use only • 8 – 12 patients with r/r T cell lymphoma (esp PTCL) • pralatrexate (Folotyn®) • Approved for PTCL • Potential bridge to registration study • 5,600 cases/year in US • Focussing on sweet spot in an area of • US$450,540 per patient, per
Slide 16: PTX-200 Novel AKT inhibition
For personal use only PTX-200 NOVEL AKT INHIBITION 16
Slide 17: Phase 1b trial underway: Acute myeloid leukemia
PHASE 1B TRIAL UNDERWAY: ACUTE MYELOID LEUKEMIA For personal use only • Building upon encouraging Phase 1 results with PTX-200 (monotherapy) • PI Professor Jeff Lancet at Moffitt, with Dr Tara Lin at KUMC • 18 patients with cytarabine held constant at 200-400 mg/m2 as continuous infusion • 3 CRs so
Slide 18: Universal, Next Generation CAR-T
For personal use only Universal, Next Generation CAR-T 18
Slide 19: How does the CAR-T process work?
How does the CAR-T process work? For personal use only 1. 2. Blood is collected from the T- Cells are separated and patient removed 3. T-Cells are genetically altered to have special 5. cancer-recognising receptors called Chimeric Patient first receives Antigen Receptor (CAR) Chemotherapy, and then
Slide 20: OmniCAR: flexible, modular CAR platform
OmniCAR: flexible, modular CAR platform For personal use only Targeting ligand Using any SpyTag targeting Covalent bond ligand… Spy Catcher Associate Professor Professor Daniel J. Powell, Jr Andrew Tsourkas Signalling domain …with any UNARMED ARMED CAR-T immune cell CAR-T cell cell 20
Slide 21: How OmniCAR works
For personal use only How OmniCAR works 21
Slide 22: Thorough strategic review yielded internal OmniCAR programs
Thorough strategic review yielded 3 internal OmniCAR programs For personal use only AML Her2+ solid tumours GBM • Prescient understands the landscape, challenges and opportunities 22
Slide 23: What is the broader vision for cell therapy?
For personal use only What is the broader vision for cell therapy? 23
Slide 24: OmniCAR cells + plug & play binder library
The future is efficient yet personalized: OmniCAR cells + “plug & play” binder library For personal use only Step 3: Pair binders with OmniCAR cells (T cells; NK; auto/allo) Step 2: Step 4: Match patient’s antigens Tailored, optimised to corresponding & safe: Library of SpyTagged Binders binders Omn
Slide 25: Strategically positioned in a rapidly moving landscape for cell therapy
Strategically positioned in a rapidly moving landscape for cell therapy For personal use only Autologous T Allogeneic Cells cells T cells ϒδ T cells NK cells Others Targets CD19 BCMA Others B cell Multiple Other hematological Solid Non-oncology Indications lymphomas myeloma malignancies tumours dise
Slide 26: With OmniCAR, this is just the start for CAR-T
With OmniCAR, this is just the start for CAR-T For personal use only Current generation CAR-T • Seeking to enhance current generation CAR-Ts…. • Autologous T cells • B-cell malignancies • …& more significantly, help realise the broader potential of CAR-T, which is much bigger opportunity! Cell types
Slide 27: Business development
Business development For personal use only • Extremely active business development activities, spearheaded Considerations include: by Dr Dan Shelly (US) • Different parties have different drivers What is the party • Incumbent cell therapy players: Top priorities are brining to the table, and maximiz
Slide 28: Summary
For personal use only Summary 28
Slide 29: Key building blocks to PTX Future Value
Key building blocks to PTX Future Value 1 2 3 For personal use only OmniCAR Cell Therapy Targeted therapies Enhancements • Next generation universal • Enhancing current • PTX-100 CAR platform generation CAR-T • PTX-200 • AML • Also applicable to next gen • Her2+ solid tumours • Collaboration with Pe
Slide 30: In the next months we will work towards
In the next 12 months we will work towards: For personal use only • Ongoing business development • PTX-100 expansion cohort read-out activities (~Q4 2022) • Continuing to build awareness among investors, clinicians and corporates • Completion of enrolment in PTX-100 expansion cohort (Q2/3 2022) • An
Slide 31: Thank you!
For personal use only Thank you! ASX code: PTX www.ptxtherapeutics.com
Slide 32: Appendices
For personal use only Appendices 32
Slide 33: Key Challenges confronting the field of CAR-T
Key Challenges confronting the field of CAR-T For personal use only Targets Time and Cost Finding targets that work; of delivering treatment Antigen heterogeneity - esp. in solid tumours Safety Exhaustion CAR-T can have serious Persistent stimulation of CAR-Immune safety concerns cells leads to exha
Slide 34: OmniCAR can do what conventional CAR-T cannot
OmniCAR can do what conventional CAR-T cannot For personal use only Conventional CAR-T Can be given any map; Armed with any weapon Multiple deployments Including several at once • Soldier with only one map • Single weapon Full communication and • Only trained to hit one target control at all times,
Slide 35: CD33 & CLL-1 for AML
For personal use only CD33 & CLL-1 for AML 35
Slide 36: Global AML market opportunity
Global AML market opportunity For personal use only AML Market Growth 6 • AML market is expected to reach US$5.1B in 2029 5 • CAGR of 13.6% 4 • Growth assumptions largely based on new targeted US$B 3 therapies 2 • Any CAR-T breakthrough in AML would grow 1 this market further 0 2019 2029 GlobalData;
Slide 37: Landscape for CAR-T in blood cancers
Landscape for CAR-T in blood cancers For personal use only Other/Unspecified 17% AML 7% Multiple Myeloma 12% B-cell Lymphomas 64% Company data 37
Slide 38: For CAR-T to succeed in AML, it must overcome
For CAR-T to succeed in AML, it must overcome: For personal use only Safety Rapidly Mutating Disease Rapid Disease Progression AML patients are especially AML can mutate mid- Even if multiple current generation ill with many unable to therapy, quickly rendering CAR-T therapies were available, tolera
Slide 39: OmniCAR CD33/CLL-1 for AML
OmniCAR CD33/CLL-1 for AML For personal use only Targets OmniCAR features Comments • Titration (and ability to switch off/on) for improved safety & tolerability • Validated targets • Co-arming against CD33 & CLL-1 • Expressed on >90% of AML blasts & CD33 + CLL-1 LSCs • Sequential or simultaneous tar
Slide 40: Unique OmniCAR flexibility important in AML
For personal use only Unique OmniCAR flexibility important in AML Sequentially Simultaneously CD33 CLL-1 binder binder 40
Slide 41: AML peer with CD33/CLL1 CAR-T
AML peer with CD33/CLL1 CAR-T Legend Biotech Corp Prescient Therapeutics For personal use only Ticker NASDAQ: LEGN ASX: PTX Market Cap A$8.2B A$174M AML program CD33 + CLL1 OmniCAR CD33 + CLL1 Current generation, Next generation, Generation autologous autologous Stage of development Phase 1 Discover
Slide 42: Her2 for Ovarian, Breast & Gastric cancers
For personal use only Her2 for Ovarian, Breast & Gastric cancers 42
Slide 43: Key challenges for CAR-T in solid tumours
Key challenges for CAR-T in solid tumours For personal use only Targets Safety Trafficking TME Limited targets that Ability to titrate doses Inability of T-cells to Overcoming an are cancer-specific safely and switch off in the reach tumour sites and immunosuppressive event of adverse events penetra
Slide 44: Huge market opportunities for Her2+ cancers
Huge market opportunities for Her2+ cancers For personal use only New Her2+ cases/year • Very large patient populations Ovarian Cancer 87,000 • “Basket study” approach Breast Cancer 340,000 • Patients failing Herceptin treatment would make excellent candidates Gastric Cancer 209,440 1. World Cancer
Slide 45: OmniCAR Her2 for Her2+ solid cancers
OmniCAR Her2 for Her2+ solid cancers For personal use only Target OmniCAR features Comments • Validated target • Titration for improved safety & tolerability • Large difference of antigen expression on tumor vs healthy Her2 • Persistent binder dosing for improved tissue efficacy and persistence • Mo
Slide 46: OmniCAR Her2: durable, dose-dependent CAR-T activity
OmniCAR Her2: durable, dose-dependent CAR-T activity For personal use only • Ovarian cancer model, using anti-Her2 OmniCAR • Loading more binder results in proportionate killing of cancer… • …and proportionate survival • Lasting effects even when cease dosing of binder Powell, DJ et al, JACS; 2020 =
Slide 47: Notable Her2 CAR-T peers
Notable Her2 CAR-T peers • Prescient the most advanced next-generation CAR-T program in Her2 For personal use only Shenzhen Geno- Prescient Immune Medical Tessa Therapeutcs2 Fate Therapeutics Novartis3 Calibr Xyphos Therapeutics Institute1 NASDAQ: FATE; ASX: PTX Global pharma Research Acquired by St
Slide 48: Her2 & EGFRviii for GBM
For personal use only Her2 & EGFRviii for GBM 48
Slide 49: CAR-T challenges in GBM: single antigen targeting
CAR-T challenges in GBM: single antigen targeting For personal use only • Limited effectiveness of CAR-Ts only targeting a single antigen in GBM “A major limitation of a single-antigen targeting in GBM is the inherent heterogeneity and plasticity of the tumor cells, allowing some cells to escape CAR
Slide 50: Competitive landscape in CAR-T GBM
Competitive landscape in CAR-T GBM For personal use only Stage # CAR-T programs OmniCAR 1 of only 3 Discovery/Pre-clinical 25 Clinical 16 targeting multiple antigens TOTAL 41 • OmniCAR the only next gen CAR-T • (The 2 other programs are at a not-for profit) 38 3 Single Antigen Multiple Antigens Comp
Slide 51: OmniCAR Her2/EGFRviii for GBM
OmniCAR Her2/EGFRviii for GBM For personal use only Targets OmniCAR features Comments • Multivalent antigen targeting • 1 of 3 multiple antigen programs in the world • Persistent binder dosing for improved Her2 + EGFRviii efficacy & persistence • Single antigen targeting is inadequate in GBM • Titra
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