Adalta Ltd. · ASX:1AD
Adalta — Investor Presentation (October 2016)
15 slides from Adalta's investor presentation, October 2016
Slide 1: i-bodies – a new class of protein therapeutics to treat human disease
i-bodies – a new class of protein therapeutics to treat human disease October 2016 Sam Cobb, CEO and Managing Director AdAlta Limited (ASX:1AD) s.cobb@adalta.com.au
Slide 2: Disclaimer
Disclaimer 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 invitation for subscript
Slide 3: Corporate and investment summary
Corporate and investment summary A drug discovery and development company Capital structure focused on using its proprietary technology ASX code 1AD platform to generate a new class of protein Shares on issue* 100m therapeutics, known as i-bodies, for treating a Share price (14 Oct) 22 cents wide ra
Slide 4: i-body technology
i-body technology Long loop that enables access to AdAlta is developing a new technology platform that produces novel drug targets unique proteins known as i-bodies, that mimic the shape of shark antibody binding domain and engineers their key stability features into a human protein, for therapeutic
Slide 5: Fibrosis: unmet medical need with multiple indications
Fibrosis: unmet medical need with multiple indications Developing i-bodies as improved therapies for the treatment of fibrosis – a condition that is prevalent in 45-50% of all diseases Fibrosis can occur in many tissues of the body Lung Eye Liver as a result of inflammation or damage IPF Wet-AMD & P
Slide 6: AD-114 lead program in Idiopathic Pulmonary Fibrosis (IPF)
AD-114 lead program in Idiopathic Pulmonary Fibrosis (IPF) AD-114 is lead i-body candidate in pre-clinical development – Demonstrates both anti-fibrotic and anti-inflammatory activity in the lung – Important for arresting and modifying the disease and tackling the treatment of idiopathic pulmonary f
Slide 7: AD-114 prevents lung fibrosis in disease models
AD-114 prevents lung fibrosis in disease models Extensive pre-clinical AD-114 studies have demonstrated positive in vitro (in the lab) and in vivo (in animals) data Normal IPF lung tissue IPF lung tissue + AD-114 lung tissue (lung disease mouse model) dosed for 21 days (lung disease mouse model) AD-
Slide 8: AD-114 key advantages compared to existing IPF treatments
AD-114 key advantages compared to existing IPF treatments AD-114 has greater in vitro efficacy compared to the only approved therapies Nintedanib and Pirfenidone for IPF No effect Effect on Human tissue treatment on normal diseased / In vitro activity tissue IPF tissue – Existing IPF treatments have
Slide 9: Global market interest in fibrosis treatments
Global market interest in fibrosis treatments Recent transactions confirm that big pharma are actively acquiring fibrosis assets 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
Slide 10: AD-114 development: key milestones
AD-114 development: key milestones CY2016 CY2017 CY2018 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Partnering of lead Manufacturing of lead candidate candidate based on other Toxicology studies benchmark deals Orphan designation Phase I Publication of data Other fibrosis indications BD and partnerships 10
Slide 11: Expected newsflow next 12 months
Expected newsflow next 12 months Q3 2016 ü Commence manufacturing of material for toxicology testing with FujiFilm Diosynth Biotechnologies Q4 2016 Additional AD-114 IPF fibrosis data Hypertrophic scarring animal results for AD-114 Completion of evaluation of AD-114 with IPF clinicians Alfred Hospit
Slide 12: AdAlta business model – strategy to create value
AdAlta business model – strategy to 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 Revenues: major candida
Slide 13: Market benchmarks
Market benchmarks Fibrosis lead AD-114 Sep-15 acquired by Roche Aug-15 acquired by BMS Nov-14 acquired by BMS $105m + $475m milestones $150m + $1.25b milestones $444m phase I asset phase IIa asset phase I asset Next gen antibodies April-16 with Abbvie Dec -15 with Roche Nov-15 with Novo-Nordisk $40m
Slide 14: Management and Board in place to deliver strategy
Management and Board in Internationally recognised SAB with proven track place to deliver strategy record of drug development Sam Cobb: Founding Dr John Chiplin: David McGibney: pre-clinical CEO and Director Independent Director and clinical advisor Extensive experience in raising Managing Director
Slide 15: AdAlta investment summary
AdAlta investment summary Powerful proprietary technology platform to develop a pipeline of i-bodies for the treatment of a wide range of human diseases Initial focus on treating Idiopathic Pulmonary Fibrosis and other fibrotic diseases - high unmet clinical need Advanced lead candidate with signifi