Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Jefferies Global Healthcare Conference 2022
32 slides from Telix Pharmaceuticals's conference presentation, Jun 10, 2022
Slide 1: Telix Presentation to Jefferies Global Healthcare Conference (ASX release)
Telix Pharmaceuticals Limited ACN 616 620 369 Suite 401, 55 Flemington Road North Melbourne Victoria, 3051 Australia ASX RELEASE Telix Presentation to Jefferies Global Healthcare Conference For personal use only Melbourne (Australia) – 10 June 2022. Telix Pharmaceuticals Limited (ASX: TLX, Telix, th
Slide 2: Legal notices (ASX release)
results, levels of activity, performance or achievements to differ materially from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. Forward-looking statements are based on the Company’s good-faith assumptions as to the fina
Slide 3: Telix Pharmaceuticals - Jefferies Healthcare Conference
For personal use only Telix Pharmaceuticals Dr Christian Behrenbruch Group CEO and Managing Director Jefferies Healthcare Conference June 8-10 2022 TELIX PHARMACEUTICALS LIMITED (ASX:TLX)
Slide 4: Disclaimer
Disclaimer For personal use only The information contained in this presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (“Telix”) in any jurisdiction, including the United States. No representation or warra
Slide 5: A global leader in radiopharmaceuticals
A global leader in radiopharmaceuticals Commercial stage company with extensive For personal use only pipeline of therapeutic and diagnostic assets 1st FDA approval achieved in late-20211 20 active clinical studies across 8 indications2 AU$154.7M cash balance (as of 31 March 2022)3 Underpinned by a
Slide 6: Our strategy: See it. Treat it.
Our strategy: See it. Treat it. Personalized, precision medicine For personal use only PET1 scanner TLX591-CDx2 Targeted radiation delivery Systemically administered Imaging (Prostate cancer) Unique cancer cell signature (target) 68Ga, 89Zr (diagnostic isotopes) Enables PET images of cancer TLX591 T
Slide 7: Radiation has never been more important in cancer care
Radiation has never been more important in cancer care From radiation in a “box” to radiation in a “shot” For personal use only The evolution from external-beam radiation to systematically-delivered and targeted radiation is From a ‘box’ To a ‘shot’ transforming the role of radiation in cancer care
Slide 8: Core pipeline: oncology & rare diseases
Core pipeline: oncology & rare diseases Targeting Target Radioactive Phase I Phase II Phase III Commercial Molecule Isotope For personal use only Small molecule PSMA1 68Ga TLX591-CDx (68Ga-PSMA-11, Illuccix®) Imaging Antibody PSMA 177Lu TLX591 (177Lu–rosopatamab) Therapy Prostate Antibody PSMA 225Ac
Slide 9: Telix is pioneering a new cancer modality
Telix is pioneering a new cancer modality Kidney Cancer For personal use only Ph Name Asset Dx/Tx Glioblastoma III TLX250-CDx Dx Ph Name Asset Dx/Tx I/II TLX250-CDx Dx I/II IPAX-2 TLX101 Tx II (IIT) TLX250 Tx II IPAX-L (Linz, IIT) TLX101 Tx II (IIT) TLX250 Tx Breast Cancer Bladder Cancer Ph Name Ass
Slide 10: Strategic roadmap
Strategic roadmap For personal use only Use Illuccix as a Create a high-value Deliver on commercial Expand the commercial launchpad diagnostic portfolio value of therapeutics pipeline Establish Telix’s Kidney cancer imaging Advance late-stage assets Novel targets, clinical leadership in urologic age
Slide 11: Illuccix commercial launch
For personal use only Illuccix® commercial launch 9
Slide 12: Illuccix is approved in the United States
Illuccix® is approved in the United States PSMA PET imaging established and included in the major guidelines For personal use only • Illuccix is a kit for the preparation of gallium-68 (68Ga) gozetotide (also known as PSMA-11) injection, a radioactive diagnostic agent indicated for positron emission
Slide 13: 68Ga-PSMA-11 Positron Emission Tomography (PET)
68Ga-PSMA-11 Positron Emission Tomography (PET) Example: In patients with biochemical recurrence (BCR) For personal use only Prostate cancer patients with biochemical Prostate cancer patients with biochemical recurrence were evaluated for bone recurrence were evaluated for lymph node metastases (n=3
Slide 14: Illuccix launch update
Illuccix® launch update Flexibility and access a key differentiator For personal use only • Access to ~>85% eligible PET sites via distribution partners Cardinal Health, PharmaLogic and UPPI via 128 pharmacy sites • On-demand pharmacy-based production with a high yield product • Customer and patient
Slide 15: Prostate cancer imaging market
Prostate cancer imaging market Large market opportunity with potential to grow For personal use only U.S. (NCCN UPDATE) Potential clinical utilisation: U.S. 194,5101 (PRIOR) 1. Primary staging in newly diagnosed high-risk 146,000 57,000 prostate cancer 2. Biochemical recurrence following prostatecto
Slide 16: Clinical programs overview
For personal use only Clinical programs overview 14
Slide 17: Prostate cancer therapy PSMA program
Prostate cancer therapy PSMA program Target: Prostate Specific Membrane Antigen (PSMA) For personal use only Lead therapy program: Next-generation alpha TLX591 (177Lu-rosopatamab) therapy program: TLX592 (225Ac-RADmAb®) Targeting molecule: Antibody Targeting molecule: Development status: Engineered
Slide 18: TLX591: A differentiated approach to PSMA therapy
TLX591: A differentiated approach to PSMA therapy For personal use only Antibody-based PSMA program, with potential to offer treatment options across the disease spectrum • Potential advantages: – More efficient delivery of radiation compared to small molecule – Shorter, patient-friendly dosing (2 x
Slide 19: TLX591 patient experience
TLX591 patient experience Off-target irradiation – quality of life matters For personal use only TLX591 S M AL L M O L E C U L E Lacrimal, Parotid, Antibodies are functionally Submandibular Small molecule specific for tumour-expressed (salivary) glands radioligands taken PSMA and do not “hit” most u
Slide 20: TLX591: Promising clinical data
TLX591: Promising clinical data Demonstrated anti-tumour effect and overall survival benefit For personal use only • TLX591 (177Lu-DOTA-rosopatamab) has been evaluated in ~200 prostate cancer patients in five Phase I and Phase II studies • Clear evidence of anti-tumor effect and a dose-response prof
Slide 21: Survival benefit from radiation retention
Survival benefit from radiation retention Demonstrates high retention of 177Lu in the tumor For personal use only • Biodistribution data indicates TLX591 antibody is retained in the tumour (and metastases) up to 7 days post injection • In this patient, a therapeutic dose of 2800 MBq TLX591 would del
Slide 22: Anti-tumour activity by PSA reduction
Anti-tumour activity by PSA reduction Dose-dependent treatment response For personal use only 70.00% 60.00% • Reduction in PSA is a common biological measure of prostate 50.00% cancer response to therapy • In both single-dose and repeat- 40.00% dose studies, TLX591 demonstrates a clear dose- 30.00%
Slide 23: Renal cancer / CA9 program
Renal cancer / CA9 program Target: Carbonic Anhydrase IX (CAIX / CA9) For personal use only Lead imaging candidate: Lead therapy candidate: TLX250-CDx (89Zr-girentuximab) TLX250 (177Lu-girentuximab) Targeting molecule: Antibody Targeting molecule: Antibody Development status: Development status: • Z
Slide 24: TLX250-CDx: Follow-on product to Illuccix
TLX250-CDx: Follow-on product to Illuccix® “Breakthrough” designation, clinical leadership opportunity For personal use only TLX250-CDx is being developed as an imaging agent for clear cell renal carcinoma (ccRCC) • Phase III ZIRCON study has completed target enrolment of 252 patients, data readout
Slide 25: TLX250 (therapy): Harnessing MTR as an immune primer
TLX250 (therapy): Harnessing MTR1 as an “immune primer” Potential to “bolt on” to the $100B2 immunotherapy market For personal use only CA9 is over-expressed in many solid tumours and in patients who are likely to demonstrate a more limited response to cancer immunotherapy • CA9 is upregulated in ov
Slide 26: Glioblastoma / LAT-1 program
Glioblastoma / LAT-1 program Target: Large amino acid transporter 1 (LAT-1) For personal use only Lead imaging program: Lead therapy program: TLX101-CDx (18F-FET) TLX101 (131I-IPA) Targeting molecule: Small molecule Targeting molecule: Small molecule Development status: Development status: • Prepari
Slide 27: Imaging key to managing an aggressive cancer
Imaging key to managing an aggressive cancer Advancing towards US regulatory filing For personal use only Brain cancer imaging expected to be Telix’s third commercial imaging product • Glioblastoma (GBM) is the most common primary brain cancer in adults, approximately 50% of brain tumours • Imaging
Slide 28: Building on the IPAX-1 experience
Building on the IPAX-1 experience Promising data warrants investigation in a front-line setting For personal use only • IPAX-1 multi-centre Phase I trial of TLX101 in combination with external beam radiation therapy (EBRT) in patients with recurrent GBM completed in 2021 • Promising survival data: i
Slide 29: Bone marrow conditioning / CD66
Bone marrow conditioning / CD66 Target: CD66 (Cluster of differentiation 66) For personal use only Lead imaging program: Lead therapy program: TLX66-CDx (99mTc-besilesomab) TLX66 (90Y-besilesomab) Scintimun® for scintigraphic Bone marrow conditioning (BMC) for bone imaging systemic amyloid light cha
Slide 30: Future research and innovation focus
Future research and innovation focus For personal use only Targeted alpha MTR + Tumour Artificial Radio-guided therapy immuno-oncology microenvironment intelligence (AI) surgery "Next Generation" MTR sets the Combining MTR with Tools to Bringing molecular therapeutics with “groundwork” for standard
Slide 31: Catalysts
Catalysts For personal use only Recent milestones Q2 2022 2H 2022 Illuccix® first commercial doses in HCPCS code and pass- Full reimbursement effective in US US through granted for Illuccix for Illuccix (pass-through) ZIRCON Phase III study IPAX-2 (brain cancer) study 252 patients enrolled patient e
Slide 32: Thank you and questions
For personal use only Thank you and questions Investor relations contact: Kyahn.williamson@telixpharma.com TELIX PHARMACEUTICALS LIMITED (ASX:TLX)
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