Patrys Limited · ASX:PAB
Patrys — Shareholder Meeting (November 2021)
23 slides from Patrys's shareholder meeting presentation, Nov 5, 2021
Slide 1: ASX Release: Chairman's Address and CEO Presentation at AGM
ASX & Media Release Chairman’s Address and CEO Presentation at Annual General Meeting For personal use only Melbourne, Australia; 5 November 2021: Patrys Limited (ASX: PAB, “Patrys” or the “Company”), a therapeutic antibody development company, is pleased to release the Chairman’s Address and CEO Pr
Slide 2: Chairman's Address (continued)
primary brain cancers and cancer metastases in the brain. This research, which has come about through our strong collaborative partnership with Dr James Hansen and his team at Yale School of Medicine, provides compelling evidence for the potential of antibody-based therapeutics to treat hard-to-reac
Slide 3: Concluding Remarks
These developmental pillars are fundamental to our guiding principle of providing tangible benefits to patients and exceptional returns for our shareholders through revolutionary new antibody therapeutics for the treatment and management of cancer. For personal use only Concluding Remarks: Our achie
Slide 4: About Patrys' deoxymab platform
About Patrys’ deoxymab platform: Patrys’ deoxymab platform is based on the deoxymab 3E10 antibody that was first identified as an autoantibody in a mouse model of the human disease systemic lupus erythematosus (SLE). While most antibodies bind to cell surface markers, deoxymab 3E10 penetrates into t
Slide 5: 2021 Annual General Meeting CEO presentation
For personal use only 2021 Annual General Meeting CEO presentation 5 November 2021
Slide 6: Safe harbour statement
Safe harbour statement The following material is for general information purposes only and is not to be relied upon for the making of an investment For personal use only decision. Any investment in Patrys Limited ACN 123 055 363 (Patrys) is subject to investment risk including the possibility of los
Slide 7: Overview
Overview For personal use only • Patrys is advancing its novel deoxymab antibody platform to develop a range of new therapeutic candidates that are: • Pan-cancer, independent of specific cell surface proteins • Able to penetrate and kill cancer cells • Able to deliver payloads intracellularly • Able
Slide 8: Investment summary
Investment summary For personal use only Unique antibody Attractive Intellectual platform markets property • Cancer targeting • PARP inhibitors US$2.3B • Global rights • Cross blood brain barrier • DNA repair deals • All cancer indications • Block DNA repair • ADC deals • Humanised antibodies Multip
Slide 9: Achievements over the last year
Achievements over the last year For personal use only PAT-DX1 manufacturing program ✓ Process development completed, engineering production run (full scale) now underway following brief delay due to COVID-19 PAT-DX1 pre-clinical program ✓ GMP toxicology scheduled for H1 2022 with planned phase 1 stu
Slide 10: Patrys' deoxymab platform
Patrys’ deoxymab platform For personal use only • Patrys’ deoxymab platform is based on humanised versions of the mouse Mouse Humanised 3E10 antibodies • Global rights to 3E10 antibodies for the treatment of cancer were acquired in 2016 • Patrys has created humanised versions of the 3E10 antibodies
Slide 11: Deoxymab platform offers multiple therapeutic approaches
Deoxymab platform offers multiple therapeutic approaches For personal use only Single Agent Combination Therapies Targeted Therapies + • Many cancers have pre-existing defects • Radiation therapy and many chemo drugs • Deoxymabs can direct delivery of in their DNA damage repair (DDR) work by causing
Slide 12: Deoxymabs improve survival in multiple cancers types
Deoxymabs improve survival in multiple cancers types For personal use only Glioblastoma TNBC brain metastases Pancreatic cancer 47% increase in median survival 93% less brain metastases 47% increase in median survival 45% increase in median survival -8-
Slide 13: Expansion activities
For personal use only Expansion activities -9-
Slide 14: PAT-DX3 development path has been initiated
PAT-DX3 development path has been initiated For personal use only • Full sized, IgG deoxymab antibody, PAT-DX3, produced in September 2020 • PAT-DX3 shares biological activity with PAT-DX1, but is differentiated and complementary • Different pharmacokinetic profile • Can cross the blood brain barrie
Slide 15: PAT-DX3 ADC proof of principle
PAT-DX3 ADC proof of principle For personal use only MCF7 Breast Cancer Model • Antibody drug conjugates are a fast-growing technology • Use antibody to target delivery of toxic payload to cancer cells. Often superior benefits to antibodies alone • Proof of principle study in mouse model with PAT-DX
Slide 16: Recent deals for antibody and DNA Damage Repair drugs
Recent deals for antibody and DNA Damage Repair drugs US$6b Recent pre-clinical transactions (licensing, asset and corporate)1 For personal use only US$4,000m US$4,000m US$3,065m US$2,070m US$1,680m US$1,560m US$1,200m US$1,300m US$1,076m US$890m US$600m Deal date 1Q19 1Q19 3Q19 1Q20 2Q20 2Q20 2Q20
Slide 17: Board of Directors
Board of Directors For personal use only Dr Pamela M. Klein John Read Chairman • Former VP, Development at Genentech, led development • Experienced Chairman and Director in public, of a large portfolio of drugs private and government organisations • Former Chief Medical Officer of Intellikine (acqui
Slide 18: Management and advisors
Management and advisors For personal use only Valentina Dubljevic James E. Hansen, MD (Inventor, Dept of Therapeutic VP, Scientific & Clinical Development Radiology, Yale Medicine) • >20 years experience in anti-cancer therapies, • Physician-scientist and practicing radiation oncologist vaccines and
Slide 19: Company snapshot
Company snapshot For personal use only Shares 1.83B Patrys (ASX: PAB) – 12-month price and volume Market cap A$76M Cash 1,2 A$9.8M Last qtr burn 1 (A$1.2M) Headquarters Melbourne Board John Read (Chair) James Campbell (CEO & MD) Pamela Klein (NED) Suzy Jones (NED) Michael Stork (NED) Substantial Dr
Slide 20: Looking ahead
For personal use only Looking ahead - 16 -
Slide 21: Timeline
Timeline CY21 CY22 CY23 For personal use only 4Q 1Q 2Q 3Q 4Q 1Q 2Q Production Engineering GMP production and run formulation PAT-DX1 Pre-clinical GLP toxicology Prepare & file Clinical Phase 1 Aust-HREA (IND) Pre- Cell line Stable cell production Master Cell Bank Additional development line developm
Slide 22: Anticipated newsflow / Milestones to end of 2022
Anticipated newsflow / Milestones to end of 2022 PAT-DX1 engineering production run completed Q4 2021 For personal use only * PAT-DX3 stable cell line development completed Q1 2022 PAT-DX1 GLP toxicology studies completed Q2 2022 * PAT-DX3 final stable cell line selected Q2 2022 PAT-DX1 upstream pro
Slide 23: Contact
For personal use only CONTACT CONTACT Dr. James Campbell CEO and Managing Director +61 3 9670 3273 info@patrys.com www.patrys.com Patrys Limited (ASX:PAB)