Cellbxhealth Plc · LSE:CLBX
Cellbxhealth — ANGLE — H1 2022 Earnings Presentation
19 slides from Cellbxhealth's earnings presentation, Sep 29, 2022
Slide 1: Transforming cancer care
Transforming cancer care Interim Results for the six months ended 30 June 2022 Andrew Newland and Ian Griffiths 29 September 2022
Slide 2: Legal disclaimer
LSE AIM: AGL OTCQX: ANPCY Legal disclaimer This presentation has been prepared by ANGLE plc (the “Company”). By attending this presentation and/or reviewing the slides you agree to be bound by the following conditions. The presentation slides which follow this notice and the oral presentation of whi
Slide 3: ANGLE – Transforming cancer care
ANGLE – Transforming cancer care National Cancer Institute United States: An estimated 40% of men and women will be diagnosed with cancer during their lifetime Our Mission: Enable personalized cancer care with a simple blood test to guide treatment, improving patient outcomes and reducing healthcare
Slide 4: First Half Highlights
First Half Highlights Breakthrough FDA clearance sets platform for growth Half year Post period end • FDA De Novo Class II medical device • Positive headline results from ovarian clearance in metastatic breast cancer achieved cancer verification study • Global pharma services business momentum • Pre
Slide 5: Financial Results for six months ended 30 June 2022
Financial Results for six months ended 30 June 2022 Six months ended Six months ended Comments 30 June 2022 30 June 2021 Statement of Comprehensive Income £’000 £’000 • Revenue increased by Revenue 419 296 42% Cost of sales (160) (77) • Gross margin at 62% Gross profit 259 219 Operating costs (net o
Slide 6: Multi-pronged commercialisation strategy
Multi-pronged commercialisation strategy Business areas Key commercialisation drivers • Regulatory clearance FDA and CE mark in • Pharma services clinical trials business and place potential for CDx fully funded business model • Clinical studies run in real world conditions • Medtech partnership see
Slide 7: FDA clearance recognized as the gold standard
FDA clearance recognized as the gold standard First ever FDA clearance for a device to harvest INTENDED USE cancer cells from blood for subsequent analysis The Parsortix® PC1 system is an in vitro diagnostic device intended to enrich circulating tumor cells (CTCs) from peripheral blood collected in
Slide 8: FDA product clearance provides first mover advantage
FDA product clearance provides first mover advantage Post FDA clearance momentum Professor Dr. Naoto T. Ueno MD Anderson Cancer Center • Enhanced engagement post FDA with discussions “Liquid biopsy to collect circulating live cancer cells is initiated with two medtech companies, more than an essenti
Slide 9: Differentiated pharma services offering
Differentiated pharma services offering • Customer base established and growing – four customers secured to date, repeat business with two early customers – numerous others in discussion – anticipated to be the first significant revenue generator for ANGLE • Significant revenue and profitability pot
Slide 10: Pharma services – multi-US$bn growth opportunity in multiple cancers
Pharma services – multi-US$bn growth opportunity in multiple cancers Targeted cancer treatment Cancer type: Breast cancer Prostate cancer Ovarian cancer NSCLC ANGLE 26 publications 11 publications 3 publications supporting data: 14 publications 2 clinical trials 2 planned clinical trials 2 clinical
Slide 11: Sales and distribution network being established
Sales and distribution network being established • Direct sales team being expanded in United States and UK • Distribution partners selected for other key territories based on: – local knowledge and language – exposure to oncology markets – compliance with quality systems – technical expertise and s
Slide 12: Products under development to drive adoption
Products under development to drive adoption • Pap staining solution • Portrait+ IF stained cells for epithelial, EMTing and mesenchymal cell identification • Portrait+ PD-L1 assessing PD-L1 status key target for immunotherapy • Portrait+ DNA damage assessing DNA damage on cells with application in
Slide 13: Pap stain assay potential to accelerate adoption
Pap stain assay potential to accelerate adoption • Simple, low cost CTC test designed to fit into existing pathology workflows • Utilises Pap staining process widely used for cervical smears • Test based on expertise of qualified cyto-technologist fast tracks potential use in clinical laboratories •
Slide 14: Real world clinical validity study Ovarian cancer – positive headline results
Real world clinical validity study Ovarian cancer – positive headline results • Excellent results in ovarian cancer with ROC-AUC 95.4% based on molecular analysis of Parsortix harvest • Sensitivity 90%, Specificity 93% maintaining best in class “The next generation ANGLE pelvic mass performance tria
Slide 15: Real world clinical validity study Prostate cancer in collaboration with Solaris Health
Real world clinical validity study Prostate cancer in collaboration with Solaris Health Agreement signed with MidLantic Urology Study design • MidLantic Urology, affiliate of Solaris Health • 100 patients scheduled to undergo prostate Partners tissue biopsy • >500 providers across 179 locations in 9
Slide 16: Focus on near-term strategic and commercial imperatives
Focus on near-term strategic and commercial imperatives Immediate Priorities Plan to drive future growth • Launch of FDA cleared and CE Marked • Distributor network system in United States and RoW – secure leading clinical laboratories as • Roll out of products reference customers – low cost Pap sta
Slide 17: ANGLE positioned for commercial growth
ANGLE positioned for commercial growth • FDA clearance a major breakthrough bringing global recognition • First mover advantage in a very large market with high barriers to entry • ANGLE now in position to capitalise with multiple corporate partnerships with leading medtech and pharma companies in d
Slide 18: Questions and answers
Questions and answers © ANGLE plc 2022 18
Slide 19: ANGLE plc contact details
ANGLE plc ANGLE Europe Ltd 10 Nugent Road Surrey Research Park Guildford GU2 7AF United Kingdom ANGLE North America Inc 5100 Campus Drive Suite 120 Plymouth Meeting PA 19462 USA ANGLE Biosciences Inc 50 Ronson Drive, Suite 105 Toronto Ontario M9W 1B3 Canada www.angleplc.com 19