Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — ASX Small and Mid-Cap Conference 2022
23 slides from Racura Oncology's conference presentation, Mar 15, 2022
Slide 1: ASX Announcement: Race ASX Small and Mid-Cap Conference Presentation
ASX Announcement For personal use only Race ASX Small and Mid-Cap Conference Presentation 15 March 2022 – Race Oncology Limited (“Race”) is pleased to be presenting at the 2022 ASX Small and Mid-Cap Conference, which is being held virtually on 15 & 16 March 2022. The presentation summarises signific
Slide 2: For personal use only
Race is pursuing outsized commercial returns for shareholders via its ‘Three Pillar’ strategy for the clinical development of Zantrene. Learn more at www.raceoncology.com For personal use only Release authorised by: Media contact: Phil Lynch, CEO/MD on behalf Jane Lowe of the Race Board of Directors
Slide 3: RNA-Directed Therapeutics to Treat Cancer and Protect the Heart
For personal use only RNA-DIRECTED THERAPEUTICS TO TREAT CANCER AND PROTECT THE HEART Presentation – ASX Small Caps Conference March 16 2022 RACE ONCOLOGY LIMITED (ASX:RAC) 1 INVESTOR PRESENTATION
Slide 4: Disclaimer
For personal use only DISCLAIMER Investment in Race Oncology (Race) is subject to investment risk, including possible loss of income and capital invested. Race does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. This presentation is not an
Slide 5: Corporate Snapshot
For personal use only CORPORATE SNAPSHOT ISSUED CAPITAL ASX 24 MONTH PERFORMANCE Shares1 159.5m Options1 20.6m Shareholders2 9,476 MARKET CAPITALISATION Share price1 $2.54 Market value1 $405.1m Cash2 $37.1m Enterprise value $368m SIGNIFICANT SHAREHOLDERS Dr Daniel Tillett (Director & CSO) 8.5% Dr Jo
Slide 6: Investment Thesis: The Past and Now
For personal use only INVESTMENT THESIS: THE PAST AND NOW • Past. AML focused company with a legacy chemotherapeutic • Zantrene® (bisantrene) de-risked by prior development ~ 1500 patients / ~ 40 clinical trials • Now. New management, new science, new IP and new strategy building on AML legacy while
Slide 7: Building Shareholder Value: Three Pillar Strategy
For personal use only BUILDING SHAREHOLDER VALUE: THREE PILLAR STRATEGY Three de-risked pillars with new formulations & new IP. Develop each program to proof of concept for pharma partnership / transaction ZANTRENE® ZANTRENE® BEYOND 1 2 OPTIMISED 3 ZANTRENE® Maximising Current Enhancing Zantrene® Ut
Slide 8: Expanded Pipeline
EXPANDED PIPELINE For personal use only TARGETING m6A RNA METHYLATION & CARDIO-PROTECTION PRECLINICAL CLINICAL DISCOVERY IN VITRO IN VIVO PHASE I PHASE II REGISTRATION r/r AML (combination) Zantrene + fludarabine + clofarabine, Chaim Sheba Israel ZANTRENE® EMD AML (stratum 1) High Dose Zantrene + cy
Slide 9: FTO & RNA Epigenetics
For personal use only FTO & RNA EPIGENETICS RACE ONCOLOGY LIMITED (ASX:RAC) 7 INVESTOR PRESENTATION
Slide 10: FTO: Central Role in Cancer
FTO: CENTRAL ROLE IN CANCER For personal use only ● Scientific discoveries over the last decade have identified dysregulation (loss of control) of m6A RNA methylation as a key driver of cancer development and other disease1 ● Changes in m6A RNA methylation controls the expression of key genes in can
Slide 11: Melanoma
MELANOMA For personal use only ZANTRENE® 2 OPTIMISED IMMUNOTHERAPY COMBINATION (PHASE 1B/2) • One of the most lethal and treatment resistant cancers with 5-year survival rate for advanced melanoma around 25%1 • FTO is overexpressed in ~50% of all metastatic melanomas and inhibition of FTO overcomes
Slide 12: Clear Cell Renal Cell Cancer
For personal use only ZANTRENE® 2 OPTIMISED CLEAR CELL RENAL CELL CANCER • 10th most common cancer with 12% 5-year survival rate1 • 90% of ccRCC have mutations in von Hippel-Lindau (VHL) tumour suppressor gene2 • Inhibition of FTO was found to kill VHL(-) ccRCC cancers3 RACE ONCOLOGY PROGRAM • Prof
Slide 13: Cancer Cardioprotection
For personal use only CANCER CARDIOPROTECTION SIGNIFICANT COMMERCIAL UPSIDE IN NEW, UNCROWDED MARKET RACE ONCOLOGY LIMITED (ASX:RAC) 11 INVESTOR PRESENTATION
Slide 14: Today's Cancer Patients = Tomorrow's Cardiac Patients
For personal use only TODAY’S CANCER PATIENTS = TOMORROW’S CARDIAC PATIENTS RACE ONCOLOGY LIMITED (ASX:RAC) 12 INVESTOR PRESENTATION
Slide 15: Anthracyclines & Cardiotoxicity
ANTHRACYCLINES & CARDIOTOXICITY For personal use only ZANTRENE® 1 • Anthracycline dosing is limited by cardiotoxicity1 Congestive Heart Failure (CHF) with Doxorubicin • Lifetime cumulative doxorubicin equivalent exposure limits have been progressively reduced to Dose Von Hoff et al Swain et al (2003
Slide 16: Bisantrene Provides Protection Against Doxorubicin Cardiotoxicity
BISANTRENE PROVIDES PROTECTION AGAINST For personal use only ZANTRENE® 1 DOXORUBICIN CARDIOTOXICITY • Prof Aaron Sverdlov & Dr Doan Ngo, University of Newcastle Coadministration of Zantrene & • Co-incubation of Zantrene with doxorubicin protects doxorubicin human cardiomyocytes from damage while imp
Slide 17: Expanded Pipeline
EXPANDED PIPELINE For personal use only TARGETING m6A RNA METHYLATION & CARDIO-PROTECTION PRECLINICAL CLINICAL DISCOVERY IN VITRO IN VIVO PHASE I PHASE II REGISTRATION r/r AML (combination) Zantrene + fludarabine + clofarabine, Chaim Sheba Israel ZANTRENE® EMD AML (stratum 1) High Dose Zantrene + cy
Slide 18: RNA-Related Pre-Clinical Deals: Significant Valuations
RNA-RELATED PRE-CLINICAL DEALS: SIGNIFICANT VALUATIONS For personal use only SEP 21: OCT 21: Skyhawk raises OCT 21: Ipsen obtains an SEP 21: Exelixis deal of OCT 18: MAR 21: $600m in equity exclusive license to 858 Therapeutics US$17m upfront to Gotham Therapeutics Takeda pays $120 funding and multi
Slide 19: Questions
For personal use only QUESTIONS RACE ONCOLOGY LIMITED (ASX:RAC) 17 INVESTOR PRESENTATION
Slide 20: Additional Charts
For personal use only ADDITIONAL CHARTS RACE ONCOLOGY LIMITED (ASX:RAC) 18 INVESTOR PRESENTATION
Slide 21: Strong, Experienced Board and Management
STRONG, EXPERIENCED BOARD AND MANAGEMENT For personal use only DEEP DOMAIN EXPERTISE BOARD Dr John Cullity, Mr Phil Lynch, Dr Daniel Tillett, Mary Harney Non-Executive Chairman CEO and Managing Director CSO and Executive Director Non-Executive Director MANAGEMENT Mr Phil Lynch, Dr Daniel Tillett, Ph
Slide 22: Robust & Growing Intellectual Property Portfolio
For personal use only ROBUST & GROWING INTELLECTUAL PROPERTY PORTFOLIO Patent Family PATENT STATUS OF PATENTS (US) 7234 ‘family’: the original Race Use of Zantrene and related analogues in cancer 6 granted patents 8854 ‘family’: manufacture and Manufacture and formulation of Zantrene to modern 2 pen
Slide 23: Contact us
For personal use only Contact us: Phil Lynch CEO & MD – phillip.lynch@raceoncology.com Dr Daniel Tillett CSO & Exec Director - daniel.tillett@raceoncology.com RACE ONCOLOGY LIMITED (ASX:RAC) 21 INVESTOR PRESENTATION
Race Oncology — ASX Small and Mid-Cap Conference 2022 on 6ix