Kazia Therapeutics Ltd · NASDAQ:KZIA
Kazia Therapeutics — Switzer Small & Microcap Conference 2019
17 slides from Kazia Therapeutics's conference presentation, Dec 3, 2019
Slide 1: A company developing innovative, high-impact drugs for cancer
A company developing innovative, high-impact drugs for cancer Presentation to Switzer Small & Microcap Conference 2019 Dr James Garner Chief Executive Officer Sydney, Australia3 December 2019
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the “safe-harbor” provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve known and unknown risks, uncertainties and other factors that could cause the actual
Slide 3: Investment Rationale
Investment Rationale Our lead program, GDC-0084, was designed by Genentech, and is being developed for glioblastoma, the most common form of brain cancer, where the only available drug is ineffective for two-thirds of patients Company is well-financed, following a recent institutional placement, wit
Slide 4: Six ongoing clinical trials across two assets, lead program covers full range of brain cancers
Six ongoing clinical trials across two assets, lead program covers full range of brain cancers Glioblastoma Most common and most aggressive brain tumour Phase II NCT03522298 DIPG Highly aggressive childhood brain tumour Phase I NCT03696355 Brain Metastases Cancer that has spread from any primary tum
Slide 5: Kazia has delivered all milestones to date, with multiple data read-outs expected over 6-12 months
Kazia has delivered all milestones to date, with multiple data read-outs expected over 6-12 months GDC-0084 Brain Cancer Cantrixil Ovarian Cancer Initial phase 1 data (dose escalation) presented at AACR Completion of recruitment to phase 1 (expansion cohort) ü Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2019 2020 Comme
Slide 6: Treatment of brain cancer has improved little in recent decades, unlike other cancers
Treatment of brain cancer has improved little in recent decades, unlike other cancers Lung Cancer Brain Cancer (glioblastoma) 1990s 1990s 2000s 2000s 2010s 2010s
Slide 7: Glioblastoma (GBM) is the most common and most aggressive form of primary brain cancer
Glioblastoma (GBM) is the most common and most aggressive form of primary brain cancer Lung 14 million cancer cases per annum Breast Colon Prostate Stomach No clear cause or strong risk factors 3-4 months untreated survival 12-15 months average survival with treatment Any age, but most common in 60s
Slide 8: Temozolomide is only FDA-approved drug for GBM; it is ineffective in ~65% of cases
Temozolomide is only FDA-approved drug for GBM; it is ineffective in ~65% of cases Source: ME Hegi, A-C Diserens, T Gorlia, et al. (2005). N Engl J Med 352:997-1003 Note: Temozolomide is only approved therapy for newly-diagnosed patients; Avastin (bevacizumab) is approved for use in recurrent settin
Slide 9: PI3K class is well-validated, but GDC-0084 is unique in its ability to cross the blood-brain barrier
PI3K class is well-validated, but GDC-0084 is unique in its ability to cross the blood-brain barrier FDA Approved July 2014 (blood cancers) [accelerated approval] FDA Approved September 2017 (blood cancers) [accelerated approval] FDA Approved October 2018 (blood cancers) [accelerated approval] ü ü ü
Slide 10: In GDC-0084 phase 1, patients (26%) showed a 'metabolic partial response' on FDG-PET
In GDC-0084 phase 1, 7 / 27 patients (26%) showed a ‘metabolic partial response’ on FDG-PET Analysis courtesy of Professor Ben Ellingson, UCLA Brain Tumor Imaging Laboratory Pre-Dosing On GDC-0084 Pre-Dosing On GDC-0084
Slide 11: In an ongoing phase II study, GDC-0084 shows evidence of delaying tumour progression
In an ongoing phase II study, GDC-0084 shows evidence of delaying tumour progression Note: figures for existing therapy are for temozolomide, per Hegi et al. (2005); comparison between different studies is never perfectly like-for-like Progression-Free Survival (PFS) Overall Survival (OS) 8.4 months
Slide 12: Brain cancer represents a significant commercial opportunity for GDC-0084, with limited competition
Brain cancer represents a significant commercial opportunity for GDC-0084, with limited competition ~$1.5B+ market opportunity INDICATIVE Glioblastoma 12,500 patients p.a. in the US Brain Metastases (secondary brain cancer) Childhood Brain Cancers Other Adult Primary Brain Cancers Other Cancers with
Slide 13: Recent institutional placement leaves the company well funded for next round of data read-outs
Recent institutional placement leaves the company well funded for next round of data read-outs Market Capitalisation ~AU$ 45 million Listing NASDAQ: KZIA (1:10 ratio) ASX: KZA Share Price (AU$) KZA Current Assets$7.5 million (30 June 2019) Institutional Placement$4.0 million (October 2019) Funded fo
Slide 14: The partnering market for new oncology drugs is active and driven by emerging data
The partnering market for new oncology drugs is active and driven by emerging data Licensee Licensor Stage Asset(s) Deal Value (US$) Discovery Lipid kinase inhibitors $470M Preclinical Anti-CD38 antibody $275M Preclinical RAS-RAF-MAPK inhibitors $207M Clinical MEK inhibitor $700M Discovery Complemen
Slide 15: The next six months will be an exciting period for Kazia, and a crucial inflection point
The next six months will be an exciting period for Kazia, and a crucial inflection point for our programs Note: all milestones are indicative and subject to periodic revision in light of operational factors and emerging data November 2019 Initial interim data from ongoing phase 2 study of paxalisib
Slide 16: Investment Rationale
Investment Rationale Our lead program, GDC-0084, was designed by Genentech, and is being developed for glioblastoma, the most common form of brain cancer, where the only available drug is ineffective for two-thirds of patients Company is well-financed, following a recent institutional placement, wit
Slide 17: www.kaziatherapeutics.com
www.kaziatherapeutics.com
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