Patrys Limited · ASX:PAB
Patrys — Shareholder Meeting (November 2020)
19 slides from Patrys's shareholder meeting presentation, Nov 19, 2020
Slide 1: Chairman's Address and CEO Presentation at Annual General Meeting
ASX & Media Release Chairman’s Address and CEO Presentation at Annual General Meeting For personal use only Melbourne, Australia; 19 November 2020: Patrys Limited (ASX: PAB, “Patrys” or the “Company”), a therapeutic antibody development company, is pleased to release the Chairman’s Address and CEO P
Slide 2: Chairman's Address: Corporate and Financial Developments
Earlier this year, we also announced the initiation of a new program focused on antibody drug conjugates (ADC’s) based on deoxymabs. The ability to use antibodies to deliver cytotoxic or radionucleotide payloads into cells in combination with the ability of PAT-DX1 to cross the blood brain barrier i
Slide 3: Contact and About Patrys
For further information, please contact: General enquiries Media enquiries: James Campbell Haley Chartres Chief Executive Officer H^CK For personal use only P: +61 3 96703273 P: +61 423 139 163 info@patrys.com haley@hck.digital Registered Office Address Level 4, 100 Albert Road South Melbourne VIC 3
Slide 4: 2020 Annual General Meeting CEO presentation
For personal use only 2020 Annual General Meeting CEO presentation 19 November 2020
Slide 5: Disclaimer
Disclaimer 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 loss of capital
Slide 6: Investment summary
Investment summary For personal use only • Deoxymabs are the first antibody platform able to naturally enter cells and target DNA damage repair (DDR) • Recent transactions in cancer drugs targeting DDR, and sales of PARP inhibitors (2019/20 sales >US$1.5 billion) highlight the commercial attractiven
Slide 7: Achievements over the last year
Achievements over the last year For personal use only ü PAT-DX1 manufacturing program Significant advances in product yield, purification and formulation. On track for stable cell line in CY 20 PAT-DX1 pre-clinical program ü Ongoing animal studies to inform clinical dossier (dosing, PK, PD, toxicolo
Slide 8: Board of Directors with drug development expertise
Board of Directors with drug development expertise For personal use only John Read Chairman Dr Pamela M. Klein • Experienced Chairman and Director in public, • Former VP, Development at Genentech, led development private and government organisations of a large portfolio of drugs • Extensive career i
Slide 9: Management and advisors
Management and advisors For personal use only Valentina Dubljevic James E. Hansen, MD (Inventor, Dept of Therapeutic Radiology, Yale Medicine) VP, Scientific & Clinical Development • >20 years experience in anti-cancer • Physician-scientist and practicing radiation oncologist therapies, vaccines and
Slide 10: Company snapshot
Company snapshot For personal use only Shares1 1.80B Patrys (ASX: PAB) – 12-month price an/d volume $0.03 90,000 Market cap1 A$39.6M 80,000 Cash 2 A$14.3M 70,000 Last qtr burn 3 (A$0.8M) $0.02 60,000 50,000 40,000 Headquarters Melbourne $0.01 30,000 Board John Read(Chair) 20,000 James Campbell (CEO
Slide 11: Targeting DNA damage is effective for treating cancer
Targeting DNA damage is effective for treating cancer For personal use only • Low-level damage occurs to DNA normally, but is usually fixed by DNA Normal tissues damage repair (DDR) systems DNA damage DNA damage repair (DDR) • Many current cancer treatments exploit the vulnerability cancer cells hav
Slide 12: First anticancer antibody therapeutic targeting DDR
First anticancer antibody therapeutic targeting DDR For personal use only • Patients with systemic lupus erythematosis (SLE) generate antibodies against antigens from their own tissues and cells • Deoxymab, an antibody which binds to DNA, was isolated from a mouse model of SLE • Deoxymab has a uniqu
Slide 13: 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 14: Deoxymab platform offers multiple therapeutic approaches
Deoxymab platform offers multiple therapeutic approaches Single Agent Combination Therapies Targeted Therapies For personal use only PAT-DX1 PAT-DX3 + • Many cancers have pre-existing defects • DNA damage can be increased by • Deoxymabs can direct delivery of toxic in their DNA damage repair (DDR) c
Slide 15: Combination therapies – doubling down on DNA damage
Combination therapies – doubling down on DNA damage • Deoxymabs can be combined with radiation or chemotherapy drugs to For personal use only increase the levels of DNA damage: Combination therapies • Radiation/chemo: damage DNA in cancer cells • Deoxymabs: reduce ability of cancer cells to repair D
Slide 16: Recent deals for antibody and synthetic lethality assets
Recent deals for antibody and synthetic lethality assets US$6,000m 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$1,700m US$1,076m US$1,200m US$600m US$269m Deal date 4Q18 1Q19 1Q19 2Q19 3Q19 1Q20 2Q20 2Q20 2Q20 3Q2
Slide 17: Timeline
Timeline CY20 CY21 CY22 For personal use only 4Q 1Q 2Q 3Q 4Q 1Q 2Q Additional animal models PK and non - GLP Tox IND-enabling File GMP production and activities for MCB , USD and DSD and scale-up run formulation Aust-HREA (IND) PAT-DX1 Complete cell line GLP toxicology development Phase 1 Additional
Slide 18: Anticipated newsflow / Milestones
Anticipated newsflow / Milestones PAT-DX1 stable cell line development completed Q4 2020 For personal use only PAT-DX1 & PAT-DX3 comparative animal studies initiated Q4 2020 PAT-DX1 non-GLP toxicology and pharmacokinetic studies completed Q1 2021 PAT-DX1 master call bank completed Q2 2021 PAT-DX3 pr
Slide 19: 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)