Pyc Therapeutics Limited · ASX:PYC
Pyc Therapeutics — Investor Presentation (February 2020)
10 slides from Pyc Therapeutics's investor presentation, Feb 24, 2020
Slide 1: Investor Relations Presentation
Investor Relations Presentation February 2020
Slide 2: Where we are competing: Oligonucleotides are set to become the third major class of drug
Where we are competing: Oligonucleotides are set to become the third major class of drug “In the long run, oligonucleotides are likely to become a major class of therapeutics, on par with small molecules and biologics” Top 6 oligonucleotide sales forecasts, Bn USD ASO 11.1 siRNA 9.2 +39% 7.4 5.8 4.2
Slide 3: Why we can win: PYC now has the capabilities to progress opportunities from discovery through development
Why we can win: PYC now has the capabilities to progress opportunities from discovery through development PYC’s competitive advantages extend throughout the entire drug development value chain 1. Selection of target disease 2. Drug design 3. Drug delivery Clinicians guide the choice PYC’s drugs
Slide 4: PYC has multiple assets in development and is actively expanding
How we are executing: PYC has multiple assets in development and is actively expanding Developmental stage of PYC ASO pipeline in 2020 Program Discovery Pre-clinical Clinical Marketed Ocular RP lead program Efficacy read-outs in March 2020 Rapid development pathway 6 additional Inherited retinal dis
Slide 5: PYC is specifically focused on diseases with attractive target markets
How we are executing: PYC is specifically focused on diseases with attractive target markets Rare ocular disease pipeline assessments Rare unmet need 1,000-8,000 patients Strong reimbursement cases 100-500k USD pricing Attractive eligibility for FDA concessions Orphan designation Priority designatio
Slide 6: PYC is a transformed company in 2020
How we are executing: PYC is a transformed company in 2020 PYC’s lead program is fully funded through to market PYC is on the ground in the US alongside the regulator, specialist life sciences investors, and industry partners PYC has multiple shots on goal at the critical IND milestone this year 6
Slide 7: We must build the credibility of our technology to close the valuation gap to peers
How we are executing: We must build the credibility of our technology to close the valuation gap to peers Antisense Oligo landscape examples Eye disease landscape examples Geographic base Australia US Netherlands US US Platform or asset Platform Platform Asset Platform Asset Development stage Pre-cl
Slide 8: PYC Corporate snapshot
PYC Corporate snapshot Financial Information (23 February 2020) Share price performance (1 year) Share price (AUD) Volume (m) Share price $0.069 Number of shares 2,930M Market Capitalisation $202M Cash (1-Jan-20) $30M Debt (1-Jan-20) Nil Enterprise Value $172M Source: IRESS Note: 1 Excludes 10m unli
Slide 9: Disclaimer
Disclaimer The purpose of this presentation is to provide an update of the business of Phylogica Limited trading as PYC Therapeutics Limited (ASX:PYC) [‘PYC’]. These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarifica
Slide 10: Overview of PYC
Overview of PYC • High-performing precision medicine – lead drug combines the advantages of Cell Penetrating Peptides (CPP) and Anti Sense Oligonucleotides (ASO) to treat a form of Retinitis Pigmentosa • Favorable clinical path and market – targets a severe unmet need within a >US$1bn RP market lead
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