Adalta Ltd. · ASX:1AD
Adalta — Investor Presentation (July 2018)
19 slides from Adalta's investor presentation, Jul 13, 2018
Slide 1: AdAlta Investor Presentation
For personal use only AdAlta Investor Presentation July 2018 Sam Cobb, CEO and Managing Director AdAlta Limited (ASX:1AD) s.cobb@adalta.com.au
Slide 2: Disclaimer
Disclaimer For personal use only Investment in AdAlta is subject to investment risk, including possible loss of income and capital invested. AdAlta does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. This presentation is not an offer or in
Slide 3: AdAlta (1AD) investment summary
AdAlta (1AD) investment summary For personal use only A drug discovery and development company using its powerful technology platform to generate a promising new class of protein therapeutics, known as i-bodies, for treating a wide range of human diseases. Investment highlights Initial focus on trea
Slide 4: Financial position
Financial position For personal use only Key financial details Share performance (last 12 months) ASX code 1AD Share price (5th July 2018) AU$0.36 Market capitalisation AU$36.66m Shares on issue* 101,845,845 Escrowed shares (August 2018) 24,000,000 Options on issue 4,090,866 Current cash (31 March 2
Slide 5: Extensive support from institutional investors and HNWs
Extensive support from institutional investors For personal use only and HNWs Top 20 shareholders 83% 64% institutional shareholders Australian based venture capital $40m fund 10% HNWs with >500K shares each 5% founding academic $27b under management, global equities investor institutions 3.46% Boar
Slide 6: Management and Board in place to deliver strategy
Management and Board in place to For personal use only deliver strategy Sam Cobb: Founding CEO and Director Dr John Chiplin: Independent Director Extensive experience in raising equity, contract and CEO of investment Company NewStar Ventures grant funding Managing Director of acquired antibody compa
Slide 7: Scientific Advisory Board
Scientific Advisory Board For personal use only Internationally recognised with proven track record of drug development Dr Mick Foley, AdAlta CSO John Westwick: pulmonary drug Expert in phage display discovery and development NIH, NHMRC, ARC, Gates funding and over 70 Over 14 years experience at Nov
Slide 8: Market opportunity for IPF
Market opportunity for IPF For personal use only Idiopathic Pulmonary Fibrosis (IPF) is an irreversible, 550,000 550,000 unpredictable and incurable China disease THE STATISTICS People living with IPF 850,000 (including china) People die from IPF every year 40,000 Median length of survival after IPF
Slide 9: AD-214 prevents lung fibrosis in disease models
AD-214 prevents lung fibrosis in disease For personal use only models Extensive pre-clinical studies have demonstrated positive in vitro (in the lab) and in vivo (in animals) data Normal IPF lung tissue IPF lung tissue + AdAlta’s i- lung tissue (lung disease mouse model) body dosed for 21 days (lung
Slide 10: Global market interest in fibrosis treatments
Global market interest in fibrosis treatments For personal use only Fibrosis assets acquired at an early stage – typically based on Phase I results Date Company Target Acquired by Deal value (US$) Deal commentary Sep-15 Adheron SDP051 Roche $105M upfront, plus SDP-51 at end of Phase I for IPF Therap
Slide 11: IPF Phase II readouts generate $1.4 billion market value
IPF Phase II readouts generate $1.4 billion market For personal use only value (NASDAQ:FGEN) $869 million added to its market cap on announcement (7 August 2017) of meeting primary endpoint in Phase IIb study Pamrevlumab (FG-3019) 103 patients 48 weeks (Euronext:GLPG; NASDAQ:GLPG) $555 million added
Slide 12: AD-214 has broad application in treating fibrosis
AD-214 has broad application in treating fibrosis For personal use only AdAlta data shows that its lead anti- CXCR4 i-body candidate can improve fibrosis across a range of fibrotic diseases LUNG: Idiopathic Pulmonary Fibrosis Lung Eye Liver EYE: Wet Age Related Macular Degeneration IPF Wet-AMD & PVR
Slide 13: AD-214 development: key milestones
AD-214 development: key milestones For personal use only 2018 2019 2020 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Manufacturing Dosing and PK Toxicology Partnering of lead studies studies candidate based on other Phase I benchmark deals Publication of data Development of i-body pipeline BD and partnerships 13
Slide 14: AdAlta business model – strategy to create value
AdAlta business model – strategy to For personal use only create value Pharma & biotech partnerships Revenues: Upfronts, i-body FTEs, milestones & royalties i-bodies new technology drug class platform and Potential in multiple library In-house disease indications Licence to pipeline of pharma drug R
Slide 15: Market benchmarks
Market benchmarks For personal use only Fibrosis Sep-15 acquired by Roche Aug-15 acquired by BMS Nov-14 acquired by BMS lead AD-214 $105m + $475m milestones $150m + $1.25b milestones $444m phase I asset phase IIa asset phase I asset Next gen April-16 with Abbvie Feb-18 with Seattle Genetics Feb-18 w
Slide 16: Significant achievements 2017/18
Significant achievements 2017/18 For personal use only ✓ Orphan Drug Designation (US FDA) of AdAlta i-body for treatment of IPF ✓ Completion of additional pre-clinical animal models in diseases of the lung, kidney, skin; strengthening broad anti-fibrotic data package of anti-CXCR4 i- body ✓ Publicat
Slide 17: Expected news flow
Expected news flow For personal use only H1 2018 ✓ Publication of AD-114 data in Scientific Reports demonstrating i-body application of pulmonary fibrosis with human tissue and animal model data ✓ Investor and analyst briefing detailing application of the i-body for the undruggable targets such as G
Slide 18: AdAlta Limited (ASX: 1AD) summary
AdAlta Limited (ASX: 1AD) summary For personal use only Initial focus on treating Idiopathic Pulmonary Fibrosis (IPF) and other fibrotic diseases - high unmet clinical need AD-214 has significant pre-clinical validation demonstrating broad anti-fibrotic and anti- inflammatory effects as well as safe
Slide 19: Contact us
For personal use only Contact us: Sam Cobb, CEO s.cobb@adalta.com.au www.adalta.com.au 19