Anatara Lifesciences Ltd · ASX:ANR
Anatara Lifesciences — Investor Presentation (October 2023)
30 slides from Anatara Lifesciences's investor presentation, Oct 19, 2023
Slide 1: Investor Presentation
Investor Presentation ANATARA LIFESCIENCES LTD OCTOBER 2023
Slide 2: Disclaimer
ANATARA LIFESCIENCES Disclaimer The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Anatara Lifesciences Ltd, ACN 1
Slide 3: Corporate Snapshot / Investment Highlights
Corporate Snapshot Investment Highlights DEVELOPING EVIDENCED-BASED SOLUTIONS FOR Novel Technology GASTROINTESTINAL TRACT HEALTH ISSUES • Gastrointestinal Reprogramming (GaRP) technology aimed at restoring and maintaining the GIT lining, integrity and homeostasis. Pivotal clinical trial – Irritable
Slide 4: Key Management & Board of Directors
Key Management Anatara’s nimble Board and Management structure provides significant & Board of Directors experience and flexibility for potential corporate transactions. HIGHLY EXPERIENCED BOARD & MANAGEMENT Dr David Brookes John Michailidis Nicholas Haslam Executive Chair Executive Director Non-Exe
Slide 5: Gut Health is critical to Well-being
Gut Health is critical to Well-being & immune system interactions general wellbeing Maintaining gastrointestinal integrity and microbiome homeostasis can help assist autoimmune diseases by minimising dysregulation.11 A healthy gut can have other significant general benefits: Gut Brain Axis & Mental
Slide 6: Snapshot: IBS and IBD
Snapshot: IBS and IBD GASTROINTESTINAL DISORDERS ARE HIGHLY PREVALENT AND POORLY MANAGED 11% +5 million IBS affects 11% of IBD affects more than 5 million people the global population 1 globally, with accelerating incidence 2 Debilitating Symptoms Patients seek alternative options Patients experienc
Slide 7: IBS in America Survey
IBS in America Survey GaRP USE OF TREATMENTS FOR IRRITABLE BOWEL SYNDROME AND PATIENT SATISFACTION, BASED ON IBS IN AMERICA SURVEY The publication Significant “Highlights the opportunity for an need for further effective, Trial Details effective IBS evidenced based Use and satisfaction of various IB
Slide 8: Active Program
Active Program Gastrointestinal RePrograming (GaRP) technology for ‘gut health’ Active pivotal clinical trial – Irritable Bowel Syndrome: • Primary Endpoint – Efficacy of ‘GaRP’ for irritable bowel syndrome. GARP PROGRESSING TOWARDS COMMERCIALISATION • 120-140 patient, placebo-controlled, dose-escal
Slide 9: Gastrointestinal Health
Gastrointestinal Health ANATARA HAS ACTIVE PROGRAMS APPROACHING COMMERCIAL OUTCOMES Gastrointestinal RePrograming (GaRP) GaRP is a multi-component, multi-coated patented complementary medicine. It is designed to address the underlying factors associated with chronic gastrointestinal conditions such
Slide 10: GaRP: One product, multiple benefits
GaRP Bromelain Reduces pro-inflammatory cytokines & serotonin; promotes healing via mucin ONE PRODUCT, MULTIPLE BENEFITS genes;reduces attachment some bacteria. Patent Protected Scientifically designed to manage and control background IBS Menthol symptoms as well as episodic flare ups. Antispasmodic
Slide 11: GaRP - Grounded in scientific evidence
GaRP - Grounded in scientific evidence GARP ADDRESSES THE UNDERLYING FACTORS OF GASTROINTESTINAL DISORDERS Diseased gut GaRP gut repair in action GaRP regenerated gut INVESTOR PRESENTATION ANATARA LIFESCIENCES Leaky ‘tight junctions’ allow pathogens to Increase in mucin gene expression to Restored ‘
Slide 12: Clinical Trial - Irritable Bowel Syndrome
Clinical Trial - Irritable Bowel Syndrome ROBUST CLINICAL TRIAL TO VALIDATE THE EFFICACY OF GARP STAGE 1 STAGE 2 50-100 Patients (randomised, double-blind placebo-controlled). Cohort 1 ~33% Patients on placebo Cohort 1 61 Interim Analysis ~50% Patients on placebo Final Results Readout Patients Cohor
Slide 13: Clinical Trial - Irritable Bowel Syndrome
Clinical Trial - Irritable Bowel Syndrome ROBUST CLINICAL TRIAL TO VALIDATE THE EFFICACY OF GARP Title Dose Determination and Efficacy Evaluation of the Endpoints Gastrointestinal ReProgramming (GaRP) dietary ✓ No Treatment-Related Adverse Events. supplement in IBS patients: A Randomized, Double-bli
Slide 14: Clinical Trial Results
Median IBS-SSS Score – Baseline to week 8 Stage 1 Placebo Low Dose High Dose Clinical Trial Results Baseline n=20 265 n=20 240 n=21 280 Week 1 240 210 255 DELIVERED POSITIVE PRIMARY ENDPOINTS Week 2 195 145 180 Week 4 185 110 160 Stage 1 IBS Clinical Trial Week 6 220 100 140 • Number of Patients: Pl
Slide 15: Clinical Trial Results
TOTAL SCORE – Hospital Anxiety & Depression Score (HADS) Stage 1 Placebo Low Dose High Dose Clinical Trial Results Baseline N=20 11.6 N=20 13.3 N=21 14.2 Week 8/9 14 9.6 13.9 DELIVERED POSITIVE SECONDARY ENDPOINTS Week 10/11 13.5 9.2 15.2 Change from Baseline 3.5 -4.0 -0.7 Versus Placebo -6.0 (P<0.0
Slide 16: Gastrointestinal RePrograming (GaRP)
Gastrointestinal RePrograming (GaRP) A POTENTIAL BREAKTHROUGH FOR GUT HEALTH Unique knowledge of Ingredients Well-characterised Potential Gut-Brain bromelain’s ‘fingerprint’ are GRAS proprietary formula synergistic effects Connection FUNCTION WITHIN FORMULATION AND POTENTIAL IMPACT ON SYMPTOMS Quali
Slide 17: Focused on developing a clinically validated treatment
Focused on developing a clinically validated treatment MAJOR GUT HEALTH TREATMENTS LACK CLINICAL EVIDENCE Evidenced Improvement Improving Improving IBS- Explanation Based Claims in IBS-SSS /or Anxiety & QOL Quality of Comments/Key Claims Rome II/III Depression Life Clinically meaningful improvement
Slide 18: Market Opportunity
Market Opportunity U.S. Digestive Health Products Market Size, by ingredient, 2020-2030 (USD Billion) THE GUT HEALTH MARKET IS SIGNIFICANT, LACKING EFFECTIVE, EVIDENCE-BASED SOLUTIONS Digestive Health Market to be valued at US$23.4B in 2030 8.1% Growth rate of 8.1% to be sustained by: U.S. Market CA
Slide 19: Market Opportunity
Market Opportunity Align® Proctor Supplements THE MARKET IS SIGNIFICANT AND LACKING & Gamble Probiotic EFFECTIVE, EVIDENCE-BASED SOLUTIONS Global Sales 2020 Market Capitalisation Current Large Market/Market Leaders $172M1 $566B Iberogast® Bayer Gastrointestinal Supplements Germany Sales Market 2018
Slide 20: Licensing discussions & portfolio diversification
Licensing discussions & portfolio diversification PROGRESSING LICENSING DISCUSSIONS WITH GLOBAL CONSUMER HEALTH COMPANIES FOR GARP GaRP 12 Months Stage 2 GaRP trial powered Revenue anticipated for significance within 12 months from licensing Global Partners Anatara is experiencing inbound interest f
Slide 21: Advisory Board & DSMB members
Advisory Board & DSMB members ANATARA LIFESCIENCES IS SUPPORTED BY A HIGHLY ACCLAIMED ADVISORY BOARD WITH SIGNIFICANT EXPERIENCE IN GASTROINTESTINAL HEALTH. Advisory Board members are internationally recognised for their expertise in IBS and IBD with experience ranging from preclinical drug developm
Slide 22: Contact Us
David Brookes Dirk van Dissel Executive Chair Investor Relations Contact Us +61 0411 712 579 Candour Advisory ANATARA LIFESCIENCES LTD www.anataralifesciences.com dirk@candouradvisory.com.au
Slide 23: Significant Corporate Interest
Significant Corporate Interest GLOBAL TREND OF RESEARCH & DEVELOPMENT IN GASTROINTESTINAL HEALTH Several examples of investment and/or collaboration by industry leaders in gastrointestinal health Company #1 Stock Details Company #2 Stock Details Rationale of Deal Agreement Further Agreement SWX: NES
Slide 24: Corporate/PE/VC Interest
Corporate/PE/VC Interest SIGNIFICANT CORPORATE INTEREST IN THE WELLNESS AND GUT HEALTH SECTORS Corporate Interest in the Wellness space Acquirer Stock Details Target Stock Details Rationale of Deal Agreement TYO: 2503 Japanese brewer Kirin acquired Australian vitamins maker Blackmores to MKT CAP: AS
Slide 25: Peer Comparison
Peer Comparison Market Share Net Operating Cash Company Stock Code Company Focus Cash Receipts Capitalisation* Price* (FY23) Anatara is focused on the validation of gastrointestinal Anatara ANR:ASX products including the clinical validation of GaRP, aimed at $2.9m $0.025 Nil ($2.3m) Lifesciences res
Slide 26: Pipeline Programs
Pipeline Programs Validation Trials 1. Poultry trials conducted with a leading Australian producer using ANR-pf DISCUSSING LICENCING POTENTIAL WITH PRODUCERS (poultry) in broilers (chickens for meat production). This most recent trial AND ANIMAL FEED/NUTRITION COMPANIES delivered mixed results that
Slide 27: What is the gut-brain connection?
What is the gut-brain connection? PATHWAYS BETWEEN THE GUT MICROBIOTA AND THE BRAIN, FEATURING A RANGE OF GUT MOLECULES 1. The gastrointestinal system offers an integrated interface for regulation of various body functions in health and disease. 2. The lining of the gut, known as the epithelium, is
Slide 28: Pathophysiology
Pathophysiology ▪ By definition, no structural abnormalities explain Functional Gastrointestinal Disorders (FGIDs) and, on the basis of the biopsychosocial model developed by Engel 34 and adapted by Drossman,35,36 they are characterised as complex bidirectional dysregulations of gut–brain interactio
Slide 29: References
1 Appleton J. The Gut-Brain Axis: Influence of Microbiota on Mood and Mental Health. Integrative Medicine 2018; 17(4):28-32 2 Clapp M, Aurora N, Herrera L, Bhatia M, Wilen E, Wakefield S. Gut Microbiota’s Effect on Mental Health: The Gut-Brain Axis. Clinics and Practice. 2017; 7(4):987. https://doi.
Slide 30: Glossary
Glossary Irritable bowel syndrome (IBS) is a condition that affects the colon (also referred to as “large bowel” or “large intestine”). Key symptoms include abdominal pain or IBS discomfort, bloating, and chronic diarrhoea or constipation, or alternating between the two. Inflammatory bowel diseases
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