Pyc Therapeutics Limited · ASX:PYC
Pyc Therapeutics — Investor Presentation (March 2025)
21 slides from Pyc Therapeutics's investor presentation, Mar 28, 2025
Slide 1: Life-changing science: Q1 Investor Webinar
For personal use only Life-changing science Q1 Investor Webinar March 2025
Slide 2: Disclaimer
Disclaimer The purpose of this presentation is to provide an update of the business of PYC Any forward-looking statements in this presentation have been prepared on the For personal use only Therapeutics Limited (ASX:PYC) [‘PYC’]. These slides have been prepared as a basis of a number of assumptions
Slide 3: Objectives for today
Objectives for today For personal use only 1) Introduce PYC Therapeutics 2) 2025 objectives – what is the Company looking to achieve? 3) Operational roadmap review – how will we get there? 4) Creating commercial optionality – how clinical data drives licensing potential PYC THERAPEUTICS 3
Slide 4: An introduction to PYC
For personal use only Life-changing science An introduction to PYC
Slide 5: An introduction to PYC – differentiated drug development
An introduction to PYC – differentiated drug development 1 2 3 4 5 For personal use only Disease-modifying In areas of major With the highest Validated in patient- Generating human drug candidates unmet need probability of success derived models efficacy data in 2025 5x Each of PYC’s pipeline In a d
Slide 6: PYC has built a pipeline of drug candidates
PYC has built a pipeline of drug candidates with the potential to become the standard of care in areas of major unmet need Historical progress Progress expected in 20251 For personal use only Program Pre-clinical Clinical Prevalence2 VP-0013 Retinitis Pigmentosa Type 11 1 in 100,000 PYC-001 Autosoma
Slide 7: PYC's 2025 objectives
For personal use only Life-changing science PYC’s 2025 objectives
Slide 8: PYC in Q1 2025
PYC in Q1 2025 For personal use only Strong balance sheet PYC has extended its cash runway to >$200m through the recent Entitlement Offer – funding the Company into FY20271 High-propensity science The Company develops drugs with the highest likelihood of success in clinical development Immediate cat
Slide 9: Objectives for PYC in Q4 2025
Objectives for PYC in Q4 20251 For personal use only The ‘Holy Trinity’ in RP11 An excellent clinical efficacy profile complements the strong IP position of VP-001 and sets it up to be the first approved therapy in RP11 (a commercially attractive rare disease market)1 2 from 2 in vision PYC-001 demo
Slide 10: Program-level implementation plans
For personal use only Life-changing science Program-level implementation plans
Slide 11: 'Excellent efficacy' data in the RP11 program is the immediate objective
‘Excellent efficacy’ data in the RP11 program is the immediate objective for PYC 2025 2026 For personal use only Program RP11 Ph1/2 study VP-001 1 Clinical proof-of-concept Monogenic blinding eye disease of childhood Open-label extension of Ph Registrational study Gene: PRPF31 1/2 study ADOA Ph 1a S
Slide 12: PYC will start to generate human data in the polycystic kidney disease program in April
PYC will start to generate human data in the polycystic kidney disease program in April1 2025 2026 For personal use only Program RP11 Ph1/2 study VP-001 1 Clinical proof-of-concept Monogenic blinding eye disease of childhood Open-label extension of Ph Registrational study Gene: PRPF31 1/2 study ADOA
Slide 13: This program benefits from a high-velocity path to market
This program benefits from a high-velocity path to market For personal use only There is an accelerated approval pathway available for drugs impacting Total Kidney Volume in polycystic kidney disease with the FDA1,2 1. Polycystic Kidney Disease Outcomes Consortium 13 2. Food and Drug Administration
Slide 14: Creating commercial optionality
For personal use only Life-changing science Creating commercial optionality
Slide 15: There are three core ingredients to a licensing transaction
There are three core ingredients to a licensing transaction For personal use only 1) Strategic alignment 2) A strong scientific hypothesis 3) Differentiated clinical data 1. Fiercebiotech 12 March 2025 Ono pays $280M upfront for Ionis' antisense oligonucleotide for rare blood cancer PYC THERAPEUTICS
Slide 16: 1) Strategic alignment
1) Strategic alignment For personal use only “The deal is a good example of the kind of… collaborations BioMarin is after…— an off- the-shelf, genetically targeting therapy with “a clever use of science to accomplish something that perhaps prior generations weren't.” In this case, the goal is to up-
Slide 17: 2) A strong scientific hypothesis
2) A strong scientific hypothesis For personal use only “Genetics is so powerful and it provides you with a level of validation around the disease target that is incomparable in drug development. There are so many data points that show that drug discovery programs that are grounded in genetics have
Slide 18: 3) Differentiated clinical data
3) Differentiated clinical data For personal use only “The “quality premium” – the relative value of an excellent efficacy dataset over a good one was even higher in rare disease therapeutics.” The median enterprise valuation of a rare disease company with ‘excellent efficacy’ data in Phase 2/3 deve
Slide 19: Synthesis
For personal use only Life-changing science Synthesis
Slide 20: PYC is set to deliver critical human efficacy data over the coming 12 months
PYC is set to deliver critical human efficacy data across 3 drug development programs over the coming 12 months 2025 2026 For personal use only Program RP11 Ph1/2 study VP-001 1 Clinical proof-of-concept Monogenic blinding eye disease of childhood Open-label extension of Ph Registrational study Gene
Slide 21: Q&A
For personal use only Life-changing science Q&A March 2025
PYC Therapeutics — Investor Presentation (March 2025) on 6ix