Patrys Limited · ASX:PAB

Patrys — Investor Presentation (March 2011)

26 slides from Patrys's investor presentation, Mar 9, 2011

  1. Slide 1: Patrys presents to investors in Australia and Asia (ASX & Media Release)

    ASX & Media Release PATRYS PRESENTS TO INVESTORS IN AUSTRALIA AND ASIA For personal use only Melbourne, Australia; 9 March 2011: Patrys Limited (ASX: PAB), which is developing a new class of antibody molecules for the treatment of cancer, is today presenting to professional and institutional investo

  2. Slide 2: Natural Human Antibodies: A New Paradigm for the Treatment of Cancer

    For personal use only Natural Human Antibodies: A New Paradigm for the Treatment of Cancer Investor Presentation 9 March 2011 Dan Devine Chief Executive Officer

  3. Slide 3: Company Overview

    Company Overview For personal use only Objective  Develop completely new treatments for cancer and maintain first mover advantage Business  Advance select programs to human proof of concept – key inflection point for new molecules Strategy  Leverage deep pipeline via internal development and part

  4. Slide 4: Need for New Cancer Treatments

    Need for New Cancer Treatments For personal use only Current Approach Patient Need Results (Proteomics – Genomics)  Develop drugs against genes or proteins more prevalent in  Little recent cancer vs. healthy tissues improvement in survival  While lower in expression, these drug targets are also 

  5. Slide 5: Natural Human Antibodies: A New Paradigm

    Natural Human Antibodies: A New Paradigm  Research groups have shown that For personal use only human body makes antibodies that:  Bind to “targets” on cancer cells Natural Human Antibody  Kill cancer cells Scientific Publications  Don’t attack healthy human tissues Discussion Number  Prevent c

  6. Slide 6: Tech Assets/Competitive Position

    Tech Assets/Competitive Position For personal use only Disease Target Discovery 40,000 Clinical antibodies 250 antibodies Further Lead product candidates PAT-SM6 captured & passed characterise nomination; moved to Melanoma screened for primary 10 antibodies further large scale anti-cancer manuf. Tri

  7. Slide 7: PAT-SC1 Lead Product

    PAT-SC1 Lead Product  Natural human antibody isolated from For personal use only Overview gastric cancer patient  PAT-SC1 binds to CD55 protein expressed PAT-SC1 on cancer cells but not healthy cells PAT-SC1 Target:  Expressed in >70% of primary gastric Binding CD55 tumours and >95% of metastases

  8. Slide 8: PAT-SC1 Clinical Trial Development

    PAT-SC1 Clinical Trial Development  35 gastric cancer patients with tumours For personal use only Patients Treated expressing CD55  Treatment with 20 mg of PAT-SC1; 48 hours later tumour removal Design  Safety evaluated  Anti-tumour activity measured  Patients tracked for survival  Significant

  9. Slide 9: PAT-LM1 Lead Product

    PAT-LM1 Lead Product  Potent killing activity to multiple cancers For personal use only Lung Cancer Animal Model Broad including colon, pancreatic, lung, ovary, Applications prostate  Successful completion of safety study Safety sufficient for Phase I single dose human study  Successful establish

  10. Slide 10: PAT-SM6 Lead Product

    PAT-SM6 Lead Product For personal use only  Natural human antibody isolated from cancer patient: Overview  Potent killing activity across a range GRP78 of cancers  Binds to a protein called GRP78 that is expressed in 98% of cancer tissues Target: screened, but not healthy cells GRP78  Substantia

  11. Slide 11: PAT-SM6 Melanoma Trial and Beyond

    PAT-SM6 Melanoma Trial and Beyond For personal use only PAT-SM6 Clinical Development Trial Current Trial 2nd Trial Indication Melanoma Melanoma No. Patients 9 18 Maximum Dose 42 mg 630 mg Primary Endpoints Safety Safety Secondary Endpoints Anti-tumour effect Anti-tumour effect Cancer Centres Royal A

  12. Slide 12: Pipeline Drives Strategy

    Pipeline Drives Strategy For personal use only  Deep pipeline from same platform but with unique attributes  Supports strategy of combining internal development with partnering  Flexibility in terms of stage and structure of collaborations  Platform generates two new pipeline antibodies per year

  13. Slide 13: CSL Collaboration – Early Partnering

    CSL Collaboration – Early Partnering For personal use only  Covers 4 early stage assets  Driven by CSL interest in disease targets and antibodies  Work at CSL  Multi-stage/milestone structure  First milestone achieved and related payment made to Patrys  1HCY2011 expect next results 12

  14. Slide 14: Other Natural Human Antibody Deals

    . . . Other Natural Human Antibody Deals For personal use only  Pfizer – Theraclone transaction closed January 2011  Multi-year research and development collaboration  Theraclone’s I-START technology to screen natural human antibodies against four undisclosed targets in the areas of infectious di

  15. Slide 15: Recent Advances in Value Proposition

    Recent Advances in Value Proposition For personal use only Antibody Therapeutic Sales Overall Antibody M&A - Industry Deal Activity in and Acceptance by Medical Licensing Transaction Natural Human Antibody and Payor Groups Values Space Market Clinical Development of Research Community Positive Resea

  16. Slide 16: Looking Ahead to CY2011

    . . . Looking Ahead to CY2011 For personal use only  PAT-SM6 human clinical trial data (1H)  Initiate larger PAT-SM6 trial (late 1H/early 2H)  PAT-SC1 & PAT-LM1 ready for clinical production (2H)  Results from collaboration with CSL Limited (1H)  Potential new strategic transactions (1H/2H) 15

  17. Slide 17: For Further Information

    For Further Information For personal use only Contact Details  Dan Devine, Chief Executive Officer  Ph: +61 3 9670 3273  Email: info@patrys.com  Website: www.patrys.com 16

  18. Slide 18: Appendix

    For personal use only Appendix 17

  19. Slide 19: Milestones Achieved

    Milestones Achieved For personal use only Acquisition of clinical product PAT-SC1 Oct 2009 CSL collaboration signed Jan 2010 First CSL milestone reached earning payment May 2010 Strengthening of key 3 new lead products from internal library June 2010 value drivers Acquire late preclinical produ

  20. Slide 20: Financial Overview

    Financial Overview For personal use only Listing  ASX (Jul 2007): PAB Share Registry Shares  243,069,742 on Issue Market Founders/  $23 million Cap Management Retail 39% 46% Cash  $7.7 million (Dec 2010) Institutional Average  2008: 50,000 15% Daily  2009: 140,000 Volume  2010: 310,000 19

  21. Slide 21: PAT-SM6 Lead Product: What Are Others Saying Re: GRP78 Target?

    PAT-SM6 Lead Product What Are Others Saying Re: GRP78 Target? For personal use only  Growing focus on Biochem. J. 2011: . . . the finding that GRP78 is present on the surface of cancer but not normal cells in vivo represents a promise of GRP78 for paradigm shift and provides an opportunity for canc

  22. Slide 22: PAT-SC1 Lead Product: What Are Others Saying Re: CD55 Target?

    PAT-SC1 Lead Product What Are Others Saying Re: CD55 Target? For personal use only  Over 255 reports on Pubmed.gov cite CD55 and Cancer Res. 2011.. Cancer cells expressing CD55 result in cancer resistance to multi-billion dollar antibody rituximab.  Rising interest in role of CD55 Curr. Cancer Dru

  23. Slide 23: PAT-LM1 Lead Product: What Are Others Saying Re: NONO Target?

    PAT-LM1 Lead Product What Are Others Saying Re: NONO Target? For personal use only Biochem. Mol. Biol. 2005... NONO upregulated in resistant prostate cancer cells as they are deprived of serum or growth  Approximately 40 papers cite factors. Upregulation of NONO observed to offset apoptosis; role o

  24. Slide 24: Patent Portfolio

    Patent Portfolio For personal use only Priority Family Dates  Broad protection of molecules, disease PAT-SC1 1998 targets, mechanism of action, uses and PAT-PA1 2001 manufacturing PAT-CM1 2002 PAT-LM1 2003, 2009, 2010  Unique and differentiating position in PAT-CM2 2002 increasingly competitive an

  25. Slide 25: Patrys – Reaching Commercial Yields

    Patrys – Reaching Commercial Yields For personal use only  Patrys has now moved manufacturing of four products into PER.C6 GMP production cell line  Work done by third party collaborator (Percivia, a joint venture between large biotech companies Crucell and DSM)  Products from PER.C6 cell line ha

  26. Slide 26: PAT-SM6 Production

    PAT-SM6 Production For personal use only Laureate Biopharmaceuticals (www.lbios.com)  PAT-SM6 is manufactured at Laureate Biopharmaceutical Services  Continuous operation in its Princeton, December Production Run: New Jersey facility since 1981  25X times larger reactor than production  Focused

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