Oncosil Medical Ltd · ASX:OSL
Oncosil Medical — Shareholder Meeting (November 2024)
28 slides from Oncosil Medical's shareholder meeting presentation, Nov 20, 2024
Slide 1: Chairman's Address to Annual General Meeting
ASX Announcement 20 November 2024 Chairman’s Address to Annual General Meeting Sydney, Australia – 20 November 2024: Pancreatic cancer treatment device company OncoSil Medical Limited (ASX:OSL) (“OncoSil” or “the Company”) is pleased to provide the Chairman’s address to today’s Annual General Meetin
Slide 2: Chairman's Address (continued)
Subsequent to the end of our FY24, our entry into the huge German market received a massive boost, with OncoSil informed that the much-awaited German Federal Joint Committee or G-BA approvals had been granted. Our CEO and Managing Director Nigel Lange will be providing more detail on the significanc
Slide 3: Authorisation & Additional Information
Authorisation & Additional Information This announcement was authorised by the Chairman of OncoSil Medical Limited. For further information, please contact: Mr. Nigel Lange Mr. Christian Dal Cin Ms. Julia Maguire CEO & Managing Director CFO & Company Secretary The Capital Network E: nigel.lange@onco
Slide 4: Nigel Lange, CEO & Managing Director
For personal use only AGM Presentation November 20, 2024 Nigel Lange, CEO & Managing Director ASX Code: OSL 1
Slide 5: Disclaimer
Disclaimer This Presentation has been prepared by OncoSil Medical Ltd (ASX:OSL) (OncoSil or the Company) to provide a general overview of the Company. This Presentation and the information contained may require further explanation and/or clarification. Accordingly, this Presentation and the informat
Slide 6: Executive Summary
Executive Summary • OncoSil Medical is commercialising the OncoSil device, an implanted device (brachytherapy) delivering targeted radiation (32P) to pancreatic tumours – In Oct-24, OncoSil Medical treated its 200th patient • OncoSil device is now approved for sale in over 34 countries via CE Mark C
Slide 7: Executive Summary
Executive Summary • Received UKCA Certificate which includes the removal of all existing post-market restrictions in the UK (OSPREY registry) • 70% Recruitment achieved in landmark PANCOSIL study (a groundbreaking delivery method for OncoSil device) Significant • 59% Recruitment achieved in TRIPP-FF
Slide 8: Pancreatic Cancer Prognosis has Remained Unchanged for Years
Pancreatic Cancer Prognosis has Remained Unchanged for 40 Years1 Changes in survival, 1971-72 to 2010-11 0% 25% 50% 75% 100% For personal use only All Cancers Incidence Survival rates are very poor: Testis Malignant Melanoma • 8.5 months overall median survival Prostate Hodgkin Lymphoma • <12% reach
Slide 9: Pancreatic Cancer Stage at Diagnosis
Pancreatic Cancer Stage at Diagnosis Surgical resection remains the only potentially curative treatment for pancreatic cancer1 RESECTABLE LOCALLY ADVANCED METASTATIC For personal use only % of patients at diagnosis 15% 30% 55% Surgical resection with Palliative therapies Palliative therapies curativ
Slide 10: OncoSil Device
OncoSil Device Driving increased resection rates, downstaging, survival benefits and quality of life For personal use only OncoSil is intended for the treatment of OncoSil is currently implanted Percutaneous delivery is transformational locally advanced unresectable pancreatic directly into a pancre
Slide 11: OncoSil plus Standard-of-Care Chemotherapy
OncoSil plus Standard-of-Care Chemotherapy Landmark analysis supports evidence of transforming prognosis and extending survival For personal use only Adding OncoSil to chemotherapy led to a high proportion of patients having -52% substantial reductions in their tumour volume (median 51.9%; range +11
Slide 12: OncoSil plus Standard-of-Care Chemotherapy
OncoSil plus Standard-of-Care Chemotherapy At least doubling the number achieving surgical resection or downstaging compared to chemotherapy alone1,2 For personal use only Around 1 in 4 patients (23.8% in PanCO; 28.6% in the More than doubled the More than doubled the Propensity Score analysis) with
Slide 13: Growing Global Adoption
Growing Global Adoption Sites undertaking For personal use only OncoSil Device treatments continue to grow Training Commenced Training Completed and ready to start Sites using OncoSil 10
Slide 14: Significant Commercial Opportunity
Significant Commercial Opportunity Existing Priority Markets Pancreatic Cancer Locally Advanced Market Opportunity Target Market Incidence p.a.1 Pancreatic Cancer2 ($USm) UK 12,710 3,813 ~98 For personal use only Spain 8,946 2,684 ~66 OncoSil device remains at the early- Italy 15,181 4,554 ~112 stag
Slide 15: Eliminating Barriers to Hospital Adoption
Eliminating Barriers to Hospital Adoption MDR approval anticipated to increase market penetration across EU and UK markets For personal use only Current Status Incoming changes • OncoSil has now received the UK Conformity Assessment Certificate OSPREY Post Market Registry in EU removing all post-mar
Slide 16: Accelerating Commercialisation
Accelerating Commercialisation Enhancing market access in existing and new geographies For personal use only Program Description Key Milestones Commercial Impact • 70% recruitment achieved (14/20) Feasibility and safety of CT-guided percutaneous Accelerates market penetration with • Target Study com
Slide 17: Commercial Significance of G-BA CED Trial
Accelerating Commercialisation Commercial Significance of G-BA CED* Trial For personal use only Program Description Key Milestones Commercial Impact Public insurance German Hospitals free to negotiate reimbursement for • G-BA approval received Oct-24 reimbursement of the OncoSil device under the Onc
Slide 18: PANCOSIL: Expanding Market Access – Novel Delivery Method
PANCOSIL: Expanding Market Access – Novel Delivery Method Greater market access for OncoSil with the adoption of Interventional Radiology/Oncology medical specialty For personal use only Trial in To assess the safety and feasibility of percutaneous CT-or ultrasound-guided RNT using the OncoSil progr
Slide 19: Outlook
Outlook Commercial ramp up with upside expected from new market access initiatives For personal use only Unit volumes are expected to ramp up materially following onboarding activities in existing initial markets in CY24 10% Volumes in existing markets are expected to underpin growth 7.5% from marke
Slide 20: Upcoming Milestones
Upcoming Milestones Significant catalysts over the next 24 months For personal use only Topline data in landmark Label expanded to include Commercial Regulatory clearance Saudi Percutaneous Delivery sales in France PANCOSIL study Arabia , South Korea Medical Device TGA Submission TGA Approval Commer
Slide 21: Renzo Dicarlo, Operations and R&D
For personal use only AGM Update Renzo Dicarlo Operations and R&D November 2024
Slide 22: For personal use only
For personal use only • Cyclotek Sydney site validation on track, completion by Q1 2025 • Master Validation Plan being developed • R&D target schedule has been developed with Ansto, Lucas Heights • Cyclotek facility is now in validation phase and all major components have been installed 19 • AGM Upd
Slide 23: Macquarie Cyclotek site
Macquarie Cyclotek site For personal use only • Regulatory approval will be sought by Q2 2025 for the Macquarie Cyclotek site • Site will be ready to receive and measure Hot Target in Nov 2024 • New dispensing doses of 50, 100, 150 and 200 Mbq will be set up for therapy • Gamma Spec Quality methods
Slide 24: Quality
Quality For personal use only • Cyclotek ISO 13485 process to start in Q4 2024 with the goal to complete certification by H1 2025 • Addition to Oncosil supplier list for ISO 13485 to start Q1 2025 21 • AGM Update
Slide 25: ANSTO contract
For personal use only ANSTO contract ANSTO has agreed The ANSTO negotiations have to increase reactor agreement will be been completed in spots when signed in Oct 2024 for needed to meet Nov 2024 target supply the growing Oncosil R&D and commercial supply 22 • AGM Update
Slide 26: For personal use only
For personal use only • Innovative quartz ampoule design complete • Mo-Sci in Missouri has been engaged for regular supply of the new quartz stock vessel • The new ampoule targets will be irradiated at ANSTO in Nov 2025 23 • AGM Update
Slide 27: For personal use only
For personal use only • Nuclear Australia has been engaged to produce a lighter, more environmentally friendly Type A finished final product package • Marketing considerations are currently being applied 24 • AGM Update
Slide 28: Nigel Lange, CEO & Managing Director
For personal use only Nigel Lange CEO & Managing Director E: nigel.lange@oncosil.com Learn more about OncoSil Medical: • Website • ASX announcements • LinkedIn
OncoSil Medical — Shareholder Meeting (November 2024) on 6ix