Vivoryon Therapeutics N.v. · EURONEXT:VVY
Vivoryon Therapeutics — Q3 2023 Earnings Presentation
19 slides from Vivoryon Therapeutics's earnings presentation, Dec 6, 2023
Slide 1: Third Quarter 2023 Results Webcast and Conference Call
THIRD QUARTER 2023 RESULTS WEBCAST AND CONFERENCE CALL December 6, 2023 |Vivoryon Therapeutics N.V.
Slide 2: Important notice and disclaimer
Important notice and disclaimer This document has been prepared by Vivoryon Therapeutics N.V. (the “Company” or “We”) strictly only for discussion purposes. This document does not constitute or form part of any offer or invitation to sell or issue, any offer or inducement or invitation or commitment
Slide 3: Vivoryon is Uniquely Positioned to Improve Health Outcome in Patients with Early Alzheimer's Disease
Vivoryon is Uniquely Positioned to Improve Health Outcome in Patients with Early Alzheimer’s Disease Unique First-in-Class Approach Robust Development Program Proven Team of Innovators Stops production of neurotoxic Phase 2 studies progressing well Strong discovery and development N3pE-amyloid ◆ Val
Slide 4: Highlights Q3 2023 and Post-Period
Highlights Q3 2023 and Post-Period Progressing Trials: VIVIAD Phase 2b Progressing Trials: VIVA-MIND Phase 2a/b ◆ On track for final topline results during end of Q1/2024 ◆ Positive DSMB decision to progress at 600 mg twice daily through remainder of study ◆ Confirms low discontinuation rate due to
Slide 5: VIVIAD Update: Discontinuation Rates are Favorable and Comparably Low
VIVIAD Update: Discontinuation Rates are Favorable and Comparably Low Varoglutamstat Lecanemab Donanemab Metric VIVIAD CLARITY AD TRAILBLAZER ALZ 2 Observations: (blinded) (placebo/active) combined tau (placebo/active) ◆ Total number of discontinuations remains low in VIVIAD throughout the # of pati
Slide 6: VIVIAD Update: Study Progressing as Planned with Regard to Statistical Power and Timing
VIVIAD Update: Study Progressing as Planned with Regard to Statistical Power and Timing • Low level of discontinuations supports statistical power of study Confirmation of • Statistical power to detect a potential treatment difference of Cohen’s d of 0.35 between active statistical power and placebo
Slide 7: VIVA-MIND Update: Recent DSMB Decision Leads to Progress and Enables Further Study Design Flexibility
VIVA-MIND Update: Recent DSMB Decision Leads to Progress and Enables Further Study Design Flexibility v Ongoing Phase 2 study running in parallel to VIVIAD to provide clear picture of cognitive changes and support Vivoryon’s regulatory strategy v Adaptive study design involving titration, futility a
Slide 8: Monoclonal Antibodies Demonstrate Slowing of Disease Progression in Early AD, Although Not in All Patients
Monoclonal Antibodies Demonstrate Slowing of Disease Progression in Early AD, Although Not in All Patients v Multiple scales used for assessing slowing of disease progression in early AD v Based on MOA, varoglutamstat offers potential to slow disease progression, in high and low tau patients, and av
Slide 9: Despite Recent AD Treatment Successes Early AD Unmet Need Remains High
Despite Recent AD Treatment Successes Early AD Unmet Need Remains High Unmet Need Remains High for Early Varoglutamstat Has Potential to Fill AD Patients the Gaps • Improved safety and higher efficacy in • Potential for higher safety and better early (MCI) patients efficacy compared to SOC • Robust
Slide 10: Unveiling Focused Growth Strategy Rooted in Core Asset and Expertise
Unveiling Focused Growth Strategy Rooted in Core Asset and Expertise Positions Vivoryon for robust future by leveraging Varoglutamstat and VIVIAD data Core Asset and Lead Program ◆ Employing step-wise, intricately designed strategy for pipeline buildout Varoglutamstat ◆ Goal to have 1-2 additional d
Slide 11: Leveraging Core Expertise in QPCT/L Oral Small Molecule Inhibitors to Generate Multiple Avenues
Leveraging Core Expertise in QPCT/L Oral Small Molecule Inhibitors to Generate Multiple Avenues of Addressing Unmet Need ALZHEIMER‘S DISEASE CHRONIC KIDNEY DISEASE Established program in Early AD with varoglutamstat VIVIAD provides unique opportunity to assess long- including product life cycle mana
Slide 12: Announcing an Additional Area of Focus: Chronic Kidney Disease
Announcing an Additional Area of Focus: Chronic Kidney Disease VIVIAD to provide key biomarker data on kidney function to be utilized for future development of QPCT/L compound SCIENTIFIC FOUNDATION DEVELOPMENT RATIONALE Inflammatory and fibrotic pathways require Integrated biomarker into VIVIAD to a
Slide 13: Condensed Statement of Profit and Loss
Condensed Statement of Profit and Loss In €k Sep 30, 2023 Sep 30, 2022 YoY in % Research and development expenses (10,449) (16,054) (35) % General and administrative expenses (6,803) (4,243) 60 % Operating loss (17,252) (20,278) (15) % Finance result 95 1,484 Income taxes 37 (151) Net loss for perio
Slide 14: Key Financial Figures
Key Financial Figures In €k Sep 30, 2023 Dec 31, 2022 Cash and cash equivalents 16,979* 26,555 Total assets 40,589 31,378 Total equity 36,963 26,506 Shares (number) 26,066,808 24,105,278 In €k Sep 30, 2023 Sep 30, 2022 Cash flows used in operating activities (33,259)* (14,740) Cash flows used in inv
Slide 15: Leadership Transition
Leadership Transition Florian Schmid Anne Doering, CFA ◆ Seamless hand-off; remain on track for key value driving inflection points ◆ Effective March 1, 2024 ◆ Future executive team includes Frank Weber, CEO & CMO, Michael Schaeffer, CBO and Anne Doering, CFO © Vivoryon Therapeutics N.V. 15
Slide 16: Multiple Value-Generating Catalysts and Events Ahead
Multiple Value-Generating Catalysts and Events Ahead ◆ Hosted successful R&D Day with KOLs1 Recent Robust ◆ Sell-side coverage initiated by several investment banks, increasing Street awareness of Vivoryon Execution ◆ Positive DSMB decisions for both VIVIAD and VIVA-MIND Clinical ◆ VIVIAD European P
Slide 17: Core Asset Varoglutamstat Well-Positioned to be a Leader in QPCT/L for Early AD
Core Asset Varoglutamstat Well-Positioned to be a Leader in QPCT/L for Early AD, Future Opportunities Build on AD and Go Beyond Aiming for first line single agent VIVIAD learnings to inform future treatment of patients with early AD opportunities in AD and additional indications ◆ Only product in la
Slide 18: Q&A
Q&A
Slide 19: Vivoryon Therapeutics N.V. contact details
Vivoryon Therapeutics N.V. Halle (Saale) Weinbergweg 22 06120 Halle (Saale) Germany Munich Franz-Josef-Delonge-Str. 5 81249 München Germany info@vivoryon.com +49 (0)345 555 99 00 www.vivoryon.com
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