Arrowhead Pharmaceuticals, Inc. · NASDAQ:ARWR
Arrowhead Pharmaceuticals — Arrowhead Research — Investor Presentation (April 2009)
14 slides from Arrowhead Pharmaceuticals's investor presentation, Apr 3, 2009
Slide 1: Arrowhead Research Corporation
Arrowhead Research CORPORATION
Slide 2: Arrowhead in the context of Inspiration vs Pragmatism
Arrowhead in the context of Inspiration vs Pragmatism Inspiration (Innovation) Pragmatism (Operations) Building Value follows a transition from focus on inspiration to pragmatism or operations Natural transition for a maturing company Transition is underlined by the current economic environment Toda
Slide 3: Arrowhead Research
20 10 Arrowhead Research
Slide 4: Sold high-end proprietary CNT materials commercially
2008: Sold high-end proprietary CNT materials commercially Actively sampled CNT films with multiple major touch panel manufacturers Strategic investment from Entegris Customer that used CNTs for antistatic polymers Development Agreement with Nippon Kayaku to integrate Unidym CNTs films into solar ce
Slide 5: 2009 Goals
2009 Goals: Continue to cut cost structure by focusing model Leverage partnerships Increase ARWR position in Unidym via stock transaction Believe in the company Significant downside potential in ARWR stock if Unidym fails, but only 51% of upside if Unidym succeeds Exclusive supply contract for outso
Slide 6: Began Phase I clinical trial for CALAA-01
2008: Began Phase I clinical trial for CALAA-01 We believe the first use of siRNA against cancer in humans We believe the first clinical trial of systemic delivery of siRNA using a delivery vehicle Launched Phase II clinical trial for IT-101 in Ovarian Cancer 2009 Goals: Complete CALAA-01 Phase I Th
Slide 7: Partnership with Amberwave Systems
2008: Partnership with Amberwave Systems We believe they are well positioned and capitalized to bring the technology to market Eliminates all costs going forward Retains upside potential via milestone payments and royalties 2009 Goals: Secure next milestone payment of $500k
Slide 8: Explored use of large fullerene patent position
2008: Explored use of large fullerene patent position for: MRI contrast agent Treatment of macular degeneration Ceased operational expenditures to create license model Enable ARWR to capture upside potential of fullerene- based therapeutics based on Tego IP via possible milestone payments and royalt
Slide 9: Launched to roll-up key IP for CNT-enabled supercapacitors
2008: Launched to roll-up key IP for CNT-enabled supercapacitors Leverage ARWR experience and knowledge in CNTs Established corporate partnership for testing/development Identified hybrid electric vehicles and inventory management on the power grid as key target markets Began testing prototypes Oper
Slide 10: Nanotope
Nanotope The Next notop
Slide 11: Progress on spinal cord regeneration and wound healing
Progress on focus areas of spinal cord regeneration and wound healing New potential breakthrough in cartilage regeneration
Slide 12: Progress on multistage drug delivery platform
Progress on multistage drug delivery platform Ferrari receives $7mm Innovator award to support Leonardo-based work New potential breakthrough in cancer diagnostics Animal data suggest that the chips may be used to identify responders versus non-responders to cancer therapies
Slide 13: Capital Sources
Capital Sources discussed at last earnings call 1. A single or series of partnerships for Calando 2. Direct investments into Calando from strategic and/or financial investors 3. Funded JDAs and partnerships for Unidym; 4. Revenue generated from Unidym sales; 5. License fees to Unidym; 6. Sale of Uni
Slide 14: In Summary…
In process of partnering: Expenses to decrease Upside potential retained Expenses to virtually zero Upside potential retained Reduced Costs Anticipated increased ARWR position Near commercialization Potentially breakthrough technologies High growth markets In Summary…
Arrowhead Research — Investor Presentation (April 2009) on 6ix