Orgenesis Inc. · OTC:ORGS
Orgenesis — Investor Presentation (July 2018)
20 slides from Orgenesis's investor presentation, Jul 20, 2018
Slide 1: Investor Presentation July 2018
Investor Presentation ‘ ¥ _ July 2018 NASDAQ; ORGS
Slide 2: Forward Looking Statements
Forward Looking Statements This Presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking reflect management's current expectations and assumptions, as of the date of this Presentation, and involve certain risks and u
Slide 3: Investment Highlights
Investment Highlights Diversified strategy in regenerative medicine with industry growth estimated from $26.7bn USD in 2018 to $151bn USD in 2025? + Anticipated global manufacturing shortage as the cell therapy industry scales up Cell therapy platform developing, co-developing and licensing therape
Slide 4: Who We Are and What We Do
Who We Are and What We Do Orgenesis Inc. is a vertically integrated service and research company in the field of the regenerative medicine industry with a focus on cell therapy development and manufacturing serving the regenerative medicine industry. Cell Therapy Platform Collaborations and innovati
Slide 5: Multi-Pronged Business Model
Multi-Pronged Business Model Ce orgenesiS Formed a strategic partnership with Great Point Partners, LLC, a Cell Therapy Platform CDMO Platform leading heatth care investment firm in order to finance, strengthen MasTherCell Global, in. and expand Orgenesis’ DMO business. GPP will invest up to $25 mil
Slide 6: Robust Opportunity in Expanding Cell Therapy Industry
Robust Opportunity in Expanding Cell Therapy Industry CAR-T early stage developments represent near-term growth opportunity and is the beginning of the anticipated cellular therapy market expansion Global Regenerative Medicine Market Size Q5Q Siinicat tats underway globally that utilize Global Marke
Slide 7: Immuno-oncology Market Expansion Set to Take Off
Immuno-oncology Market Expansion Set to Take Off Immuno-oncology is the immediate focus as the majority of immuno-oncology companies are currently in Phase | and Il stages setting the industry for ‘expansion once companies transition into the Phase Ill and Commercialization stages SNe ~~ ees ARM Cli
Slide 8: Key Market Challenges and Our 'One-Stop-Shop' Solution
Key Market Challenges and Our ‘One-Stop-Shop’ Solution Lack of established ‘coMOs withglobal Limited teach Number of Players High Cost and Inability to Scale Efficiently Current challenges facing the cell therapy industry Mri ns Industry Capacity Lack of Expertise and Knowledge orgenesis Global reac
Slide 9: We Are Strategically Positioned to Capture Market Share
We Are Strategically Positioned to Capture Market Share ‘As immuno-oncology cli Demand is large, but high barriers to entry for manufacturers Quality by Design: process efficiency and product performance ¥ Monitoring Systems: traceability and regulatory compliance oduct variability Y Closed System:
Slide 10: Our Competitive Advantages
Our Competitive Advantages We are able to bring products to market rapidly and in a cost-effective way both internally and as a “one-stop-shop” service from pre-clinical to commercial + Acritical component for companies striving to obtain approved products is setting up the right product manufacturi
Slide 11: Our Strategy for Autologous Therapies
Our Strategy for Autologous Therapies + Strategic relationships with local partners in international countries where we currently may not operate + Work directly with hospitals and strategic groups to build relationships with the hospitals in making available supply and future on- site manufacturing
Slide 12: Near-term Growth Factors
Near-term Growth Factors bl CDMO segment momentum embedded and fortified by substantial capital infusion from Great Point Partners eel Expansion in the U.S. will add additional global capacity and further solidify us as a leading international CDMO service provider “One-Stop-Shop” focusing on cost r
Slide 13: Our Future Growth Playbook
Our Future Growth Playbook ‘As we further establish Orgenesis as a leading international CDMO, our evolution as a fully integrated biopharmaceutical company will involve developing our cell therapy platform to build out the internal asset pipeline for advanced regenerative medicine products Manufact
Slide 14: Industry Corporate Partnership Activity
Industry Corporate Partnership Activity Recent deals in immuno-oncology demonstrate high current and future valuations in this sector alone Select Corporate Partnerships Servier and Pieris Value: Up to $2.1bn, including $37mn upfront payment Bristol-Myers Squibb and CytomX Therapeutics Value: Up to
Slide 15: Autologous Transdifferentiation
Autologous Transdifferentiation | A unique, proprietary and patented platform | technology whereby an adult cell is converted into | another type of cell with distinct phenotype and ' function (Does not use stem cells, but rather offers a much more | targeted approach using fully mature, adult cells
Slide 16: AIP Cells
AIP Cells + The first indication for the Company's unique cell- based therapy, was development of Autologous Insulin Producing ("AIP") cells + Potential “practical cure” for insulin dependent diabetes + Transforms the patient's own liver cell into a fully functional and physiologically glucose-respo
Slide 17: First Indication for AIP Cells: Pancreatectomy (Orphan Drug Indication)
First Indication for AIP Cells: Pancreatectomy (Orphan Drug Indication) + The first indication for AIP cells is for the treatment of severe diabetes following Total Pancreatectomy (TP), an orphan drug indication + Patients with Diabetes of the Exocrine Pancreas (DEP) have an underlying disease of th
Slide 18: Second Indication for AIP Cells: Insulin Dependent Diabetes
Second Indication for AIP Cells: Insulin Dependent Diabetes Epidemiology: + 29 million people, or 9.3 % of the U.S. population, are living with diabetes, and another 86 million with pre-diabetes, of which 30% will convert to diabetes™ + More than 400 million people are living with diabetes world-wid
Slide 19: Investment Highlights
Investment Highlights ated from $26.7bn USD in 2018 to $151bn USD in 2025+ Diversified strategy in regenerative medicine with industry growth esti + Anticipated global manufacturing shortage as the cell therapy industry scales up Cell therapy platform developing, co-developing and licensing therapeu
Slide 20: Contact Us
5 a Se ¢ 3 SY . Contact US } ie Vered Caplan, CEO ~ E-mail: vered.c@orgenesis.com Robert Beckman, Director of Corporate Development ~~ 2 Tel: (914) 234 - 0860 E-mail: robert.b@orgenesis.com Joe Green, Edison Advisors Investor Relations ] Tel: (646) 653 - 7030 E-mail: jgreen@edisongroup.com NASDAQ: O