Anatara Lifesciences Ltd · ASX:ANR
Anatara Lifesciences — Investor Presentation (October 2017)
29 slides from Anatara Lifesciences's investor presentation, Oct 18, 2017
Slide 1: ASX Release: Anatara Investor Presentation
ASX Release Anatara Investor Presentation For personal use only BRISBANE, 18th October 2017: Anatara Lifesciences (ASX:ANR) is pleased to release its latest institutional roadshow presentation and market update that will be delivered to investors this week by CEO & Chairman, Dr Mel Bridges and Co-Fo
Slide 2: Investor Update October 2017
Investor Update October 2017 For personal use only
Slide 3: Disclaimer
Disclaimer For personal use only The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Anatara Lifesciences Ltd, ACN
Slide 4: Investment Highlights
Investment Highlights For personal use only • Anatara is commercialising non-antibiotic oral products for gastrointestinal disease in animals and humans where there is a significant unmet need • Lead product, Detach® poised for launch, supported by: – Negotiations with leading animal health company,
Slide 5: Key Financial Details
Key Financial Details For personal use only ASX Code Market Share Price1 Capitalisation1 ANR $64.7 million $1.31 Current Cash2 Ordinary Shares Share Price $12.3 million 49,413,236 up 254% since IPO 1. As at 10 October 2017 2. Appendix 4E - 30 June 2017 4
Slide 6: ANR Share Price Chart
ANR Share Price Chart For personal use only Share price from IPO to 10 October 2017 5
Slide 7: Key Investor Message
Non-antibiotic oral products for gastrointestinal disease in production For personal use only animals and humans Key Investor Message The Anatara team is focussed on delivering commercial outcomes through application of the Company’s technology in both the pork industry, and in human health. More th
Slide 8: Key FY17 Achievements
Key FY17 Achievements • Submission of dossier to the APVMA, seeking Detach® regulatory approval For personal use only • In negotiation with #1 global animal health company, Zoetis Inc, for a worldwide commercial agreement for Detach® • Revenue up 12.6% to $3.2 million1 • Commercial readiness for Aus
Slide 9: Key FY17 Achievements Cont.
Key FY17 Achievements Cont. For personal use only • Receipt of ~$840,000 R&D tax refund for 2015-16 activities • Establishment of research facility in Melbourne – Expansion of the R&D team – Appointment of Dr Tracey Brown as Chief Development Officer • $315,000 Science and Industry Endowment Fund’s
Slide 10: Need to combat antimicrobial resistance (AMR)
Need to combat antimicrobial resistance (AMR) “We have reached an historic turning point. We must not let this moment For personal use only pass. The cost of inaction would be unbearable.”’ Dr Tedros, Director-General, World Health Organisation (WHO) 2017 UNGA AMR driven by the overuse of antimicrob
Slide 11: Lead Product - Detach
Lead Product - Detach® For personal use only • Natural, safe, non-antibiotic product that aids in the control of diarrhoea (known as scour in livestock) • Meets the need to reduce the use of antibiotics and zinc oxide in animal production • Unlike antibiotics and zinc oxide, Detach® is unlikely to c
Slide 12: Lead Indication – Pigs
Lead Indication – Pigs Diarrhoea affects millions of piglets born each year For personal use only Millions of piglets weaned per year 20% more piglets die before weaning due to health issues 11
Slide 13: Market Opportunity is clear
Market Opportunity is clear For personal use only • Detach® addresses a major need – effective non-antibiotics to control diarrhoea • Governments are increasingly banning antibiotics for growth promotion and restricting prophylactic use in animal production • Global animal antibiotic & antimicrobial
Slide 14: Consumer Pressure
Consumer Pressure For personal use only • Consumers are increasingly demanding antibiotic-free meat. – In the US in 2015, sales of antibiotic-free beef, pork and chicken grew 44% faster than meat not labelled antibiotic-free1 • In 2016, McDonald’s USA met its commitment to stop serving chicken treat
Slide 15: Consumer Pressure
14 For personal use only Consumer Pressure
Slide 16: Key Features of Detach
Key Features of Detach® For personal use only • Detach® is an orally administered, non-antibiotic product for the control of scour in piglets • Detach® is safe and effective. It is the result of more than 20 years of scientific research and development • Detach® is made from a natural product extrac
Slide 17: Field Trial Summary
Field Trial Summary For personal use only • Thirty-seven trials conducted in Australia, Asia and EU on more than 11,000 piglets • Detach® is safe and effective piglet piglet • Trials conducted in different age groups, in survival weight different geographical locations, under different clinical scen
Slide 18: Detach Triple Mode of Action
Detach® Triple Mode of Action For personal use only Detach® does not target the pathogen Detach ® acts on the underlying cause of diarrhoea 1. Chandler and Mynott. 1998. Gut 43:196-202 2. Mynott, et al., 1996. Gut 38:28-32 3. Mynott, et al. 1997. Gastroenterol. 113:175-184 4. Mynott et al. 1999. J.
Slide 19: Detach - Commercial Readiness
Detach® - Commercial Readiness For personal use only • Commercially validated, supported by demand • APVMA review of this application is currently underway and has met all prospective review timelines • Anticipated Australian product launch in early 2018 • Manufacturing tested at commercial scale an
Slide 20: Zoetis at a glance
Zoetis at a glance For personal use only • Zoetis (zō-EH-tis) are the #1 global animal health company • 60+ years of experience in animal health • 120+ countries in which Zoetis products are sold • ~$5 billion annual revenue – 65% revenue from farm animal products – 34% revenue from companion animal
Slide 21: What Next? Detach - A Pipeline in a Product
What Next? Detach® - A Pipeline in a Product For personal use only Potential product extensions for the active components of Detach® Partnering and Development Opportunities for: – Human gastrointestinal conditions (diarrhoea; inflammatory bowel disease; irritable bowel syndrome) 20
Slide 22: Anatara technology – for humans
Anatara technology – for humans For personal use only Anti-secretory and anti-inflammatory action of Detach® actives may be used to control diarrhoea in gastrointestinal conditions, such as: • Inflammatory bowel disease • Irritable bowel syndrome and • Traveller’s diarrhoea Disorders of significant
Slide 23: Google 'Gut Health Books'
Google ‘Gut Health Books’ For personal use only 22
Slide 24: Detach - Leverage Pigs to People
Detach® - Leverage Pigs to People For personal use only • Mode of action clearly understood, based on decades of research • Same mechanism of action for treatment of disease in pigs and humans • Margin of safety studies (1x, 3x and 5x dose) in piglets completed (Target animal safety studies) • Pre-c
Slide 25: Major Market Opportunity for Anatara
Major Market Opportunity for Anatara Human GI disorders/disease For personal use only • Substantial patient population with unmet need despite availability of numerous therapies • GI disorders are highly symptomatic and a common reason why people seek medical treatment • GI disorders are associated
Slide 26: Anatara Opportunity: Consumers Want Natural Products
Anatara Opportunity: Consumers Want Natural Products For personal use only • Concern about adverse effects of conventional drugs with suboptimal efficacy • 44% of IBD and IBS patients use non-prescription products to assist in the control their disease1 • Patients perceive natural products offer a g
Slide 27: Development Options
Development Options Anatara have several development options For personal use only 1. Pharmaceutical Development (Single molecular entity) 2. Non-Prescription - Natural Health Products, Complementary Medicine, Medical Foods, Botanical Drugs (Proprietary extracts) Time and cost to market Nutraceutica
Slide 28: Detach for Humans – Development Plans
Detach® for Humans – Development Plans For personal use only Goal • To develop proprietary bromelain-based medical foods and/or dietary supplements for the management of diarrhoea associated with gastrointestinal disorders Strategy • Leverage off the strong preclinical data obtained on Detach® • Und
Slide 29: Thank you
Thank you For personal use only Anatara’s naturally derived products will offer a safe and effective non antibiotic solutions for gastrointestinal diseases. The Company is uniquely positioned to fulfil a currently unmet need in the global health market. Dr Mel Bridges, CEO & Chairman, Anatara Lifesc
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