Acrux Limited · ASX:ACR
Acrux — Australian Microcap Investment Conference 2019
19 slides from Acrux's conference presentation, Oct 22, 2019
Slide 1: ASX/Media Release: Investor Presentation
ASX/Media Release 22 October 2019 For personal use only Investor Presentation (Australian Microcap Investment Conference) Melbourne, Australia; 22 October 2019: Acrux Limited (ASX:ACR, “Acrux” or the “Company”) is pleased to provide a copy of the investor presentation from the Australian Microcap In
Slide 2: Acrux Investor Presentation
For personal use only ACRUX INVESTOR PRESENTATION (ASX: ACR) October 2019
Slide 3: Important Notice and Disclaimers
IMPORTANT NOTICE AND DISCLAIMERS This presentation contains forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, ‘estimates’, For personal use only ‘expects’, or ‘intends’ and other similar words that involve risks and uncertainties. These statements are based
Slide 4: Experienced and Proven Developer of High Value Topical Drugs
ACRUX IS AN EXPERIENCED AND PROVEN DEVELOPER OF HIGH VALUE TOPICAL DRUGS Acrux is a revenue generating pharmaceutical company with an advancing product pipeline of topical generic products nearing For personal use only additional commercialisation and revenue milestones Acrux products Acrux outcomes
Slide 5: Investment Highlights
INVESTMENT HIGHLIGHTS Acrux is a revenue generating pharmaceutical company with an advancing product pipeline of For personal use only topical generic products nearing additional commercialisation and revenue milestones ▪ The topical generic market provides attractive returns with fast, low-risk dev
Slide 6: Revenue Generating Business Model Supporting Long-Term Growth
REVENUE GENERATING BUSINESS MODEL SUPPORTING LONG-TERM GROWTH For personal use only 1 2 Generic drug Development ▪ With a State of the art GMP facility and identification and IP transfer 25 specialised scientists, Acrux possesses the capabilities for the development, regulatory submission and approv
Slide 7: Topical Generics: An Attractive US$20B Market
TOPICAL GENERICS: AN ATTRACTIVE US$20B MARKET For personal use only Acrux focus: Total market Oral drugs Topical drugs Total US prescription Drugs that are Drugs that are applied topically (including Definition of market pharma market ingested orally directly to the skin, eyes, ears and nose) Market
Slide 8: Strong and Consistent Returns
STRONG AND CONSISTENT RETURNS Acrux’s diversified drug development strategy provides more certainty than novel drug development For personal use only Acrux’s generic portfolio strategy Novel drug development Portfolio Strategy Single Drug Strategy Commercial Sophisticated screening of generic drug c
Slide 9: Acrux Product Pipeline's $1.5 Billion Addressable Market
ACRUX PRODUCT PIPELINE’S $1.5 BILLION ADDRESSABLE MARKET Acrux’s $34m investment in R&D unlocks a $1.5bn market in topical drugs with limited generic competition For personal use only Addressable market value of pipeline1 ($USm) # of commercialised generic (ANDA) Addressable market competitors appro
Slide 10: Experienced Management Team with Proven History
EXPERIENCED MANAGEMENT TEAM WITH A PROVEN HISTORY OF COMMERCIALISING GENERIC DRUGS CEO & MD Michael Kotsanis leads a team of highly credentialed experts in generic drugs For personal use only Felicia Colagrande, BSc(Hons), MBA Michael Kotsanis Product Development and Technical Affairs Director CEO &
Slide 11: Platform for Growth Established
PLATFORM FOR GROWTH ESTABLISHED With $34m invested in the platform over the past 4 years Acrux has a competitive advantage in the identification, development, For personal use only registration and launch of generic topical drugs Acrux Pipeline Status Description Product Acrux expects a typical lice
Slide 12: Milestones & 2020-21 Strategic Objectives
MILESTONES & 2020-21 STRATEGIC OBJECTIVES Significant value expected over the next 24 months with multiple FDA approvals and licensing deals anticipated across For personal use only the portfolio Pipeline composition – CY19 Key upcoming milestones 11 CY20 CY21 ▪ 4 products ▪ 4 products submitted to
Slide 13: Case Study: Topical Generic Drug Market Entry
CASE STUDY: TOPICAL GENERIC DRUG MARKET ENTRY With modest development costs generic drugs represent a de-risked approach to drug development For personal use only ▪ In September 2000 Allergan received FDA 16 Branded vs Generic Sales per Quarter ($USD) approval for its topical cream Tazarotene 14 whi
Slide 14: Case Study: Sol-Gel's Share Price Up Since First Generic Approval
CASE STUDY: SOL-GEL’S SHARE PRICE IS UP >30% SINCE ANNOUNCING APPROVAL OF ITS FIRST GENERIC PRODUCT For personal use only 7.8 ▪ A small clinical-stage dermatology company focused on 6.4 identifying, developing and commercialising branded and generic topical drug products Sol-Gel revenue ($USD) ▪ Ann
Slide 15: Strategic Direction Led by Board with Relevant Expertise
STRATEGIC DIRECTION LED BY A BOARD WITH HIGHLY RELEVANT EXPERTISE For personal use only Michael Kotsanis Ross Dobinson CEO & Managing Director Non-Executive Palla • Experienced leader in the pharmaceuticals industry with Chairman Pharma demonstrated success commercialising generic products • Capital
Slide 16: Corporate Overview
CORPORATE OVERVIEW Acrux has a proven track record of commercialising products, and is entering a new phase of value creation for shareholders following 4 years of R&D For personal use only Trading information Share price performance (last 12 months) Share price (as at 18 October 2019) A$0.18 Volume
Slide 17: Future Catalysts
FUTURE CATALYSTS For personal use only The success of Acrux’s strategy and management’s execution will be driven and measured by: ACRUX • Commercial launch and cash flow generation from new generic drugs STRATEGY • Licensing and profit share agreements with generic pharmaceutical companies • FDA app
Slide 18: Benefits of a Pooled Development Fund
BENEFITS OF A POOLED DEVELOPMENT FUND For personal use only 1 Companies with PDF status are taxed at 15% on their income and capital gains received from their investments 2 Australian resident shareholders are exempt from capital gains tax after selling their shares 3 Unfranked dividends received by
Slide 19: Thank You
For personal use only THANK YOU Michael Kotsanis Acrux Limited CEO & Managing Director P: + 61 3 8379 0100 E: michael.kotsanis@acrux.com.au Visit our website: http://www.acrux.com.au/ Follow us on LinkedIn:
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