Clinuvel Pharmaceuticals Limited · ASX:CUV
Clinuvel Pharmaceuticals — Shareholder Meeting (November 2020)
25 slides from Clinuvel Pharmaceuticals's shareholder meeting presentation, Nov 11, 2020
Slide 1: Managing Director's Presentation to CLINUVEL Annual General Meeting
Company Announcement ASX: CUV Nasdaq International Designation: CLVLY XETRA-DAX: UR9 For personal use only MANAGING DIRECTOR’S PRESENTATION TO CLINUVEL ANNUAL GENERAL MEETING Melbourne, Australia, 11 November 2020 The following is a transcript of the Managing Director’s presentation to the Company’s
Slide 2: For personal use only
The Healthcare Solutions Division concentrates on non-prescription products derived from knowhow and active ingredients used in the Pharmaceutical Division. The newly organised Division of Communications, Branding & Marketing is established to prepare communication to wider differentiated audiences,
Slide 3: For personal use only
As explained in the Strategic Update on 29 October, we had known since 2006 that in afamelanotide and melanocortins we could hold a suite of potent molecules which positively affected damage of the skin caused by UV radiation. These molecules had shown to be capable of decreasing so-called photoprod
Slide 4: For personal use only
CLINUVEL’s Board had been seeking the relationship between shareholder value and visibility of a pharmaceutical program. By and large one can state that orphan drug markets excite but do not provide wider visibility due to the relative size of the disease entity. However, each patient, each state of
Slide 5: For personal use only
Targeted Technology Translation becomes synonymous with the use of specific knowledge from prescription to non- prescription products (pharmaceumables). The first product line to be released is a product line offering polychromatic protection for extreme conditions and targeting populations at risk
Slide 6: For personal use only
In the present form, we have created at CLINUVEL an animated team who knows to perform in the most dire economic climate, working all hours, answering calls weekends and holidays – a culture of give without reservation. No business activity seems off-limits to this eager and hungry team. For those n
Slide 7: For personal use only
With excitement we have all lived towards a triptych strategy coming from melanogenesis to systemic photoprotection to DNA Repair, it was logical but time sensitive. In three, we have also split the Group having now Pharmaceuticals, Healthcare Solutions and Communications, Branding and Marketing Div
Slide 8: For personal use only
pharmaceutical products, the COVID-19 pandemic affecting the supply chain for a protracted period of time, including our ability to develop, manufacture, market and sell biopharmaceutical products; competition for our products, especially SCENESSE ® (afamelanotide 16mg); our ability to achieve expec
Slide 9: CLINUVEL Group Annual General Meeting
For personal use only CLINUVEL Group Annual General 11 November 2020 P Wolgen Managing Director Meeting ASX: Level 1 ADR (Nasdaq International Designation): CUV CLVLY XETRA-DAX: UR9 First Virtual Meeting clinuvel.com news.clinuvel.com
Slide 10: Legal Notice
Legal Notice For personal use only This release contains forward-looking statements, which reflect the current beliefs and expectations of CLINUVEL’s management. Statements may involve a number of known and unknown risks that could cause our future results, performance or achievements to differ sign
Slide 11: CLINUVEL Group Functional divisions
CLINUVEL Group For personal use only Functional divisions Communications/ Healthcare Solutions Pharmaceuticals Branding/Marketing Research, Development & Innovation Centre VALLAURIX [SG]
Slide 12: Pharmaceuticals Core Business
I Pharmaceuticals For personal use only Core Business I SCENESSE® CLINUVEL works towards a portfolio II SCENESSE® ENFANCE of minimum five prescription products III PRÉNUMBRA® currently targeting four patient IV Phimelanotide populations. V CUV9900
Slide 13: Pipeline pharmaceutical program 2021
Pipeline pharmaceutical program 2021 For personal use only Phase I Phase II Phase III Approved I Erythropoietic Protoporphyria (EPP) Commercial EU-US, TGA Oct 2020 II Variegate Porphyria (VP) Ph II, planned H1 2021 III Vitiligo Ph II/III pending FDA approval IV Arterial Ischaemic Stroke (AIS) READ O
Slide 14: Healthcare Solutions
II Healthcare Solutions For personal use only Validation of non-prescription products CLINUVEL’s melanocortins originates from active pharmaceutical ingredients Long-term use provided confidence in SAFETY Pathway to DNA Repair products universal care benefiting all
Slide 15: Healthcare Solutions Dermocosmetics
Healthcare Solutions For personal use only Dermocosmetics Product Line 1A Product Line 1B Product Line 2 Product Line 3 Market Entry Market Entry Parvysmelanotide Line Extensions Polychromatic Protection Polychromatic Protection DNA Repair Complementary in Line Extensions vitiligo, depigmentation
Slide 16: Communications, Branding, Marketing
III Communications, For personal use only Branding, Marketing VALUE CONFIDENCE Effective communication is RELEVANCE the determinant of commercial success in dermocosmetics AUTHENTICITY
Slide 17: Connecting to audiences
Connecting to audiences For personal use only >2bn users per month >2.7bn users/month Rapidly changing media landscape >1bn users per month >1bn users/month Localisation of content consumption Paid & earned >850m users per month 6.9bn searches/day Multi-channel dialogue: social, mobile, influencers,
Slide 18: Strategy
Strategy For personal use only I Melanogenesis From medicinal therapies… II Systemic photoprotection III DNA Repair 1980 - technology forms the base 2005 - team forms a vision … to universal skin care products for DNA Repair 2020 - execution of triptych
Slide 19: Technology Translation
Technology Translation ……secure tomorrow today…… For personal use only DNA Repair SCENESSE® Systemic repigmentation SCENESSE® ENFANCE Systemic photoprotection PRÉNUMBRA® Neurotrophic – anti-oncotic Phimelanotide Pharmaceutical DNA Repair Awareness among medical community CUV9900 [PRESCRIPTION ONLY]
Slide 20: Commercial update
Commercial update For personal use only 94% treatment retention – EU SCENESSE® - world’s first systemic photoprotective Only approved therapy for adult EPP patients 97% treatment retention – CH Uniform net price maintained, unchanged since 2017 (no CPI increase)
Slide 21: SCENESSE - systemic photoprotection in EPP
SCENESSE® - systemic photoprotection in EPP For personal use only * Locations are approximate USA: launched April 2020 EEA: four years of post-marketing experience • CUV changed strategy during COVID pandemic • Standard of care in EPP Expert Centres • 28 Specialty Centers trained & accredited • Firs
Slide 22: Financials
Financials For personal use only John Brooks 1969 ‘Business Adventures’ I Cost management “……….it doesn’t matter if one has the perfect product, or great marketing… II Profitability what you need is the right people to lead and run your company………” III Controlled expansion
Slide 23: Revenue growth
Revenue growth For personal use only Revenues & Expenses, A$m R&D, pre-Commercial Commercial – SCENESSE® 35 31% 33% Financial Year 2019/20 30 33% 25 • Revenues +4.9% 20 32% • NPAT A$16.6 M 15 24% • Cash reserves +23% 10 5 • Expenditures +44% 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2
Slide 24: Planning 2021
Planning 2021 For personal use only Expansion EU Progress DNA Repair Start AIS Ph II trial Progress PRÉNUMBRA® Progress Phimelanotide, distribution SCENESSE® program & readout & readout CUV9900 I III V VII IX II IV VI VIII Expansion US Start XP Ph II trial Agreement FDA on Launch first OTC distribut
Slide 25: Thank you
For personal use only Thank you CLINUVEL Group 11 November 2020 For your support & trust ASX: CUV Level 1 ADR (Nasdaq International Designation): CLVLY XETRA-DAX: UR9 clinuvel.com news.clinuvel.com
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