Immuron Limited · ASX:IMC
Immuron — 2014 Asia Biotech Invest Conference
20 slides from Immuron's conference presentation, Jun 5, 2014
Slide 1: A world leader in orally delivered antibodies
For personal use only A world leader in orally delivered Antibodies 2014 INVESTOR PRESENTATION Chief Executive Officer Amos Meltzer
Slide 2: Forward-looking Statement
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY Forward-looking Statement For personal use only Certain statements made in this presentation are forward-looking statements and are based on Immuron’s current expectations, estimates and projections. Words such as “anticipates,” “expects,” “intends,” “plans,” “
Slide 3: What do we do?
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY What do we do? For personal use only A revenue generating product for preventing traveller’s diarrhoea A Phase II clinical product for treating liver disease – an unmet medical need Targeting the human immune system with natural antibodies derived from bovine c
Slide 4: The Immuron Pipeline
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY The Immuron Pipeline For personal use only Indication Research Pre-clinical Phase I Phase II Phase III Market Traveller’s Diarrhoea NASH (IMM-124E) ASH (IMM-124E) * Trial funded by NIH Clostridium difficile infection Other Projects: • Related to Liver 4 • Relat
Slide 5: Unique Platform Technology
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY Unique Platform Technology For personal use only Attractive risk-reward ratio – biotech upside with reduced risk profile Immuron’s Platform Products Other Products Natural product Synthetic product Rapid Development Cycle Longer and substantially more costly de
Slide 6: Corporate Structure
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY Corporate Structure For personal use only Capital Structure ASX Code: IMC Securities Currently on Issue Shares 2,985,424,712 Listed Options 115,995,306* Unlisted Options 253,445,219* Market Cap (AUD) ~$15M Share Price (AUD) 0.5 cents * Note: 337,694,494 of opti
Slide 7: Board and Management
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY Board and Management For personal use only Dr Roger Aston More than 20 years of experience in the pharmaceutical and biotech industries. He was the Founding Chairman CEO Chief Executive Officer and a Director of Mayne Pharma Group Limited. Daniel Pollock Intern
Slide 8: Travelan: Stop diarrhoea BEFORE it starts
For personal use only 2. TRAVELAN® Stop diarrhoea BEFORE it starts
Slide 9: Travelan®
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY Travelan® For personal use only Traveller’s diarrhoea market estimated between US$600M and 1.2B globally All-natural product; clinically proven science with very high safety profile Available over-the-counter Unique: The only oral therapy which prevents Without
Slide 10: Travelan®: Increasing sales; improved margins
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY Travelan® For personal use only Increasing sales; improved margins Sales through pharmacies Sales & marketing to doctors Online sales 10 Immuron Investor Presentation May 2014
Slide 11: Travelan®: Successful Australian brand, now going global
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY Travelan® For personal use only Successful Australian brand, now going global Proceeding through regulatory process Approved In discussion In discussion In discussion Proceeding Licensed through regulatory process In discussion Licensed Proceeding through regul
Slide 12: NASH / ASH (Inflamed Fatty Liver)
For personal use only 3. NASH / ASH (INFLAMED FATTY LIVER)
Slide 13: NASH & ASH
OVERVIEW TRAVELAN NASH/ASH C. DIFF SUMMARY NASH (NonAlcoholic SteatoHepatitis) & For personal use only ASH (Alcoholic SteatoHepatitis) 1 in 10 NASH Worsening patients develop disease liver cirrhosis; condition leads to liver Fatty Liver: NASH/ Inflamed Liver Fibrosis: Cirrhosis: cancer Fat accumulat
Slide 14: IMM-124E for NASH: How Big is the Opportunity?
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY IMM-124E for NASH For personal use only How Big is the Opportunity? Intercept Pharmaceuticals (NASDAQ: ICPT) $1.5B before more Estimate: Off-label market ~$2B and growing than quadrupling overnight on NASH trial results NCID predicts: Market cap: >25M Americans
Slide 15: IMM-124E: Solution for NASH & ASH
OVERVIEW TRAVELAN NASH/ASH C. DIFF SUMMARY IMM-124E: Solution for NASH & ASH For personal use only The same disease caused by different causes IMM-124E Addresses the cause of NASH and ASH and is safe May be best in class NASH ASH The very large commercial opportunity Results from this trial expected
Slide 16: C. Diff: Treatment for Superbug infections
For personal use only 4. C. DIFF Treatment for Superbug infections
Slide 17: Treatment for superbug infections
OVERVIEW TRAVELAN NASH C. DIFF SUMMARY Treatment for superbug infections For personal use only IMM-529 as therapy for infections due to overuse of antibiotics US Hospitalisations Skyrocket Annually due to C.diff Clostridium difficile (C.diff): a gut-borne bacteria – superbug 346,800 – more than US$3
Slide 18: Investment Summary
For personal use only 5. SUMMARY INVESTMENT
Slide 19: Exciting upside underpinned by growing revenues
OVERVIEW TRAVELAN® FATTY LIVER PIPELINE SUMMARY Exciting upside underpinned by For personal use only growing revenues 1 Travelan® – Sales growing and set to accelerate Targeting – Revenue generating in Australia the human immune – Global expansion of Travelan® underway system with natural antibodies
Slide 20: Thank You
For personal use only THANK YOU By Chief Executive Officer Amos Meltzer ameltzer@immuron.com