Slide 1: ASX cover letter: CEO presentation at BIO2011
Level 2, 66 Hunter Street Sydney NSW 2000 Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: pnightingale@biotron.com.au For personal use only Website: www.biotron.com.au 1 July 2011 The Manager Companies ASX Limited 20 Bridge Street Sydney NSW 2000 (17 pages by email) Dear Madam CEO PRESENTATION A
Slide 2: Biotron Limited BIO2011
For personal use only BIOTRON LIMITED ASX:BIT BIO2011 Michelle Miller CEO & Managing Director
Slide 3: Forward Looking Statements
Forward Looking Statements For personal use only This presentation may contain forward‐looking statements with respect to the financial condition, results and business achievements/performance of Biotron Limited and certain of the plans and objectives of its management. These statements are statemen
Slide 4: Biotron Ltd Overview
Biotron Ltd Overview For personal use only • Established in 1999 as a spin-out from the Australian National University, Canberra; Currently based in Sydney, Australia • IPO on ASX in Jan 2001 (ASX:BIT) • Focus on developing novel small molecule antiviral drugs • Hep C, HIV, Dengue and others • Key h
Slide 5: Capital Structure & Financials
Capital p Structure & Financials For personal use only Shares on issue 148 m Listed options 108 m (exp Dec 2011) Current S/P A$0.10 52 wk high/ low A$0.15/ 0.051 Market cap A$15 m Cash at 31 March 11 A$1.3m* *excludes proceeds of share placement in April 2011, raising A$1.7m Biotron Limited
Slide 6: Core Technology
Core Technology For personal use only • Identification of new class of viral proteins called viroporins – Small hydrophobic proteins with ion channel activity – Key roles in production and release of infectious virus – Present in influenza (M2), HIV (Vpu), Hep C (p7), Dengue (M) , SARS (E) and other
Slide 7: Pipeline
Pipeline For personal use only • Two clinical phase programs: – Hepatitis C virus (BIT225) and HIV • Current status of pipeline: Clinical Trials Project Target Discovery Preclinical Phase I Ph Ib/IIa Ph II P C PoC Hep C p7 HIV Vpu Dengue M protein + other targets
Slide 8: Hepatitis C Virus – The Silent Killer
Hepatitis C Virus – The Silent Killer For personal use only • 170 m people infected worldwide; 4 m patients in US (2 (2.7m 7m chronic infection) • Majority remain asymptomatic for decades before developing cirrhosis or liver cancer • g US surgeon g general considers hepatitis p C is one of the most
Slide 9: Hep C – An Expanding Market
Hep p C – An Expanding p g Market For personal use only Worldwide market ~US$2.8 billion; predicted to expand to >US$10 billion as new, safer drugs enter the market. Only O l smallll percentage t currently tl receive i treatment. USA and Europe represent major markets but other, larger markets are e
Slide 10: Hep C Lead Product – BIT225
Hep C Lead Product – BIT225 For personal use only BIT225 is i a new investigational i ti ti l orall smallll molecule l l drug d i development in d l t for treating Hep C infection Completed two clinical trials: Phase Ia – 48 patient, single dose safety study in healthy volunteers; Status - com
Slide 11: BIT225 Clinical Information
BIT225 Clinical Information For personal use only • p7 critical role in production of infectious HCV in infected cells • Phase Ia Ph I results lt ddemonstrated t t d BIT225 well-tolerated ll t l t d att doses d up to t 600mg with no dose-limiting toxicities • Phase Ib results Ph lt demonstrated d t
Slide 12: Rationale for Phase II Hep C Trial
Rationale for Phase II Hep C Trial For personal use only • Future Hep C therapies expected to be a cocktail of drugs – In short-term new drugs to be used with current approved drugs interferon f ( (IFN) ) and ribavirin – Industry focus on developing new, specific direct-acting antiviral drugs g to u
Slide 13: Hep C Phase II Combination Trial
Hep p C Phase II Combination Trial For personal use only Ph II Trial Period Trial design 0 2 4 Weeks 44 wks BIT225 (400mg) 8 pts + IFN/ribPlacebo Interferon + Ribavirin BIT225 (200 mg) Interferon + Ribavirin 8 pts + IFN/rib BIT225 (400 mg)) I t f Interferon + Ribavirin Rib i i 8 pts + IFN/rib – Pts
Slide 14: Biotron's HIV Clinical Program
Biotron’s Biotron s HIV Clinical Program For personal use only • First-in-class new anti-HIV drug g targeting g g HIV-Vpu p pprotein • New mode of action – inhibits budding of virus from infected cells • Targets HIV in viral reservoirs in vivo • Reservoirs are last of the holy grail in HIV • No exis
Slide 15: Human Reservoir Cells Infected with HIV – Untreated and Treated with BIT225
Human Reservoirs cells infected with HIV – Untreated (A) and Treated with BIT225 (B) For personal use only A B Damaged, non- Healthy HIV infectious HIV
Slide 16: Investment Summary
Investment Summary For personal use only • Developing first-in-class antiviral drugs • Successfully completed two human trials of BIT225 • Good safety and promising efficacy results • Pivotal Phase IIa Hep C trial results anticipated early 3Q 2011 • Potential to combine BIT225 with current or next g
Slide 17: Michelle Miller contact details
For personal use only Michelle Miller M Managing i Di Director t +61 2 9805 0488 +61 61 412 313329 mmiller@biotron.com.au www biotron com au www.biotron.com.au