Avecho Biotechnology Limited · ASX:AVE
Avecho Biotechnology — Phosphagenics — Non-Deal Roadshow (May 2018)
22 slides from Avecho Biotechnology's roadshow presentation, May 2018
Slide 1: Non-confidential Investor Presentation
May 2018 Phosphagenics: Non-confidential Investor Presentation www.phosphagenics.com (ASX : POH)
Slide 2: Safe Harbour Statement
Safe Harbour Statement This presentation, and any representations made before, during or after the presentation, may include forward-looking statements that are inherently subject to risks and uncertainties. These statements relate to, but are not limited to: (1) the safety or efficacy of, or potent
Slide 3: Phosphagenics Mission
Phosphagenics Innovative biopharmaceutical company headquartered in Australia Mission To become a leading biopharmaceutical company, utilising our TPM® delivery technology to develop innovative therapeutics that address unmet medical needs and enhance patients’ quality of life. 3
Slide 4: A snapshot of Phosphagenics
A snapshot of Phosphagenics • TPM® is a proprietary solubilisation / drug delivery technology combining multiple forms of Vitamin E (protected by 15+ patent Families) • Result of 15+ years R&D and over $100M investment • Pipeline of TPM® injectables with enhanced usability characteristics • TPM® pat
Slide 5: TPM is core to Phosphagenics' portfolio
TPM® is core to Phosphagenics’ portfolio Phosphagenics leverages TPM®’s unique properties, data and broad patent portfolio across multiple lucrative markets Highly versatile Phosphagenics with an excellent invented*, developed, stability and patented and is the Human safety profile Health sole globa
Slide 6: Injectable Portfolio
Injectable Portfolio Pain Portfolio Animal Health Personal Care
Slide 7: Phosphagenics has a strong Human Health Injectable portfolio
Phosphagenics has a strong Human Health “Injectable” portfolio strengthened by the benefit of global partnerships The global Injectable Injectables Problems TPM® market is an immense account for with product can overcome opportunity1 more than quality cause important 80% of the 77% of sterile challe
Slide 8: TPM can overcome key challenges for injectable drugs
TPM® can overcome key challenges for injectable drugs CHALLENGES “TPM® targets” • Solubilisation needs complex, toxic or • A safer and more natural excipient allergenic excipients Manufacturing • Improve stability reducing need to lyophilise • Unstable formulation needs lyophilisation • Allows previ
Slide 9: Phosphagenics has a strong Human Health Injectable portfolio
Phosphagenics has a strong Human Health “Injectable” portfolio strengthened by the benefit of global partnerships 2004 2011 2016 TPM identified TPM TPM as solubilizer Daptomycin Propofol TPM improves: formulation safety; clarity; tolerability; stability; reconstitution 2018 Azithromycin Lyophilized
Slide 10: Injectable assets are quick to develop and profitable
“Injectable” assets are quick to develop and profitable Review Formulation Stability Toxicology 505b2 POC Clinical Proof of Concept ~12 mths 3 mths ~12 mths 12+ mths 12+ mths Reduced risk / new work required for additional assets Estimated 2030 US Market potential for Current TPM/Injectable Pipeline
Slide 11: Phosphagenics' arbitration with Mylan
Phosphagenics’ arbitration with Mylan Signed agreements with Agila Specialties Private Ltd to develop and market 2011/12: Phosphagenics’ TPM®/Daptomycin injectable 2013: Strides Shasun (STR:IN NATL INDIA) sold Agila to Mylan (MYL (NASDAQ, TASE)) for ~US$1.4B 2016: Phosphagenics filed arbitration in
Slide 12: Board of Directors recommends shareholder return
Board of Directors recommends shareholder return* If Phosphagenics is successful and receives a material payment from Mylan, the Board intends to recommend a return of capital* (after costs): 50% 70% 30% of net cash of net cash of net cash Calculation: proceeds up to + proceeds + proceeds between gr
Slide 13: Pain Portfolio
Injectable Portfolio Pain Portfolio Animal Health Personal Care
Slide 14: Phosphagenics has a strong Human Health Pain Product portfolio
Phosphagenics has a strong Human Health “Pain Product” portfolio strengthened by the benefit of global partnerships The global Pain market Opioids and Side effects TPM® is also a significant and abuse of can allow NSAIDs opportunity1 oral pain delivery of account for therapeutics pain therapy $62B $
Slide 15: Animal Health
Injectable Portfolio Pain Portfolio Animal Health Personal Care
Slide 16: Phosphagenics has a strong Animal Health portfolio
Phosphagenics has a strong “Animal Health” portfolio driven by recent strong trial data The global Animal Over 250,000 TPM® Use of Feed Additive market is tons/year of antibiotics for significantly a 3rd major vitamins for live weight improve live opportunity1 livestock gain being weight gain/ feed
Slide 17: Personal Care
Injectable Portfolio Pain Portfolio Animal Health Personal Care
Slide 18: Personal Care portfolio has multiple partnerships
Phosphagenics’ “Personal Care” portfolio has multiple partnerships generating growing recurring revenues Vital ET® and Existing Dataset TPM® are in TPM® more than 100 Demand supports and Vital ET® in cosmetics exceeds10 Vital ET® as Personal Care worldwide tonnes/yr and anti-irritant & provides a pr
Slide 19: Consistent news flow and targeted newsflow over the next 12 months
We have delivered consistent substantial news flow and target valuable newsflow over the next 12 months Patch options (2) and R&D Alliance deal (3) with Terumo Human Health Complete 2H 2016 R&D Agreement for new projects with Terumo. Human Health Complete ProPhase Arbitration Decision Personal Care
Slide 20: Phosphagenics is an exciting investment opportunity
Phosphagenics is a exciting investment opportunity Validated TPM® Technology exploited through three businesses • Portfolio including “world first” transdermal opioid patches, gels & injectables Multiple Commercialised Products and consistent annual revenues from partnerships and sales of TPM® & Vit
Slide 21: Experienced Management & Board with strong track record of success
Experienced Management & Board with strong track record of success Greg Collier, Chairman & Independent Director Anna Legg, CFO & Company Secretary • 20+ yrs experience; current CEO Invion (ASX: IVX) • 20+ yrs financial experience; joined • Previous: CEO of ChemGenex (sold to Cephalon Phosphagenics
Slide 22: Key Statistics
www.phosphagenics.com Key Statistics: ASX/OTCQX Code POH/PPGNY (listed 2004) Headquarters Melbourne, Australia Employees 12 Shares ~1.5 billion Contacts Cash $5.4M (18 Jan 2018) Dr Ross Murdoch, CEO & Managing Director Revenue ~$1.2M (2017) rmurdoch@phosphagenics.com Market Cap ~$20M (at $.012/share