Aker Biomarine Asa · OSL:AKBM
Aker Biomarine Asa — Investor Presentation (November 2020)
15 slides from Aker Biomarine Asa's investor presentation, Nov 24, 2020
Slide 1: Aker BioMarine LYSOVETA
PSA NY © LYSOVETA” AKER BIOMARINE
Slide 2: LYSOVETA: Launching molecule delivery platform with broad application potential
LYSOVETA™ Launching molecule delivery platform with broad application potential By CEO, Matts Johansen Director R&D, Andreas Storsve, PhD Cognitive Neuroscience
Slide 3: 2014 breakthrough science identified MFSd2A as key transporter of DHA/EPA across blood brain barrier
I n 2014 break -th roug h sci en ce w as p ubli sh ed i den ti fy i ng MFSd2A as a key transporter of DHA/EPA across the blood brain barrier 14th of May 2014 Since then this article has been cited >500 times, showing increasing interest in this emerging field of research Source: Nguyen, L. N., Ma, D
Slide 4: Since then we have invested in research, development, IP-rights and commercialization strategies
Si n ce t h e n w e h ave i n ve st e d i n re se arch , de ve lop me n t , I P -ri g h ts an d commercialization strategies 6 years of… PRODUCT AND PROCESS DEVELOPMENT RESEARCHING MECHANISMS AND EFFECTS ™ DEVELOPING IP-PROTECTION BUILDING COMMERCIALIZATION STRATEGIES
Slide 5: LPC transports DHA/EPA through Mfsd2a across the selective blood-brain barrier
LP C, Ly sop h osp hati dy lcholi ne , t ran sp ort s DH A/ E P A t h roug h Mfsd2a across t h e selective Blood-BRAIN Barrier Oral administration of LPC-DHA enriches brain DHA and improves BLOOD-BRAIN BARRIER XX et al., 2014 memory in adult mice XX et al., 2015 XX et al., 2016 XX et al., 2017 MFSD2
Slide 6: MFSD2A transporter is expressed in vital organs, indicating broad application potential
The MFSD2A transporter is expressed in a number of vital organs, indicating a broad application potential for LYSOVETA™ EYE BRAIN BREAST KIDNEY THYROID LUNG LIVER BONE MARROW SKIN COLON PLACENTA LYMPH NODES TESTES Source: https://www.proteinatlas.org/ENSG00000168389-MFSD2A/tissue
Slide 7: Independent published studies demonstrate clear benefits of LYSOVETA as delivery platform
I n dep en dent p ubli sh ed studi es demon strate Clear ben efi ts of LY SOVE TA ™ as a delivery platform for EPA and DHA to the brain and eye X2 X7 X2 X2 UPTAKE BRAIN MEMORY PLASTICITY UPTAKE EYE LPC-DHA showed twice the LPC-DHA showed seven times LPC-DHA showed twice the LPC-DHA is taken up twice
Slide 8: Uniquely suited raw material, cost efficient process and strong IP protection
Uniquely suited raw material, cost efficient process and strong IP protection provides attractive competitive position UNIQUELY SUITED RAW MATERIAL COST EFFICIENT PRODUCTION PROCESS The krill phospholipid molecule has a close similarity to the LPC Our IP-protected production process gives a much low
Slide 9: We have the ambition and ability to lead development and commercialization
WE HAVE THE AMBITION AND ABILITY to the lead development and commercialization of ALL LY SOVE T A ™ re lat e d OP P ORT UN I TI E S 2-3 years 4-6 years 8-10 years B2C Supplement Brand Line extension Kori B2B Supplement Ingredient Expanding into new supplement categories Partnership model Monetize op
Slide 10: Tapping into large global markets with strong underlying drivers
Tapping into large GLOBAL markets with strong underlying drivers GLOBAL REVENUE BY SEGMENT Brain health supplement sales shows ~20% YoY increase in the US 83 $b PHARMA Depression alone accounts for 12% of NEUROLOGICAL healthy years lost 45 $b INFANT FORMULA 35% of adults > 60 in the US are concerned
Slide 11: The new LYSOVETA business will significantly lift product portfolio margin
THE NEW LYSOVETA™ BUSINESS will significantly lift product portfolio margin W ide ran gin g in n ov ation c omp etenc ies… … targetin g s ign ificant margin up lift potential New business model ™ FUNDAMENTAL RESEARCH Existing business model PROTEIN Existing technical or New technical or knowledge co
Slide 12: Robust competitive advantage for the new business area
Robust competitive advantage for the new business area, LYSOVETA™ ENABLES AKER BIOMARINE TO CAPTURE THIS ATTRACTIVE SPACE FAST TRACK TO COMMERCIAL SUPPLEMENT PRODUCT 1. Commercialize LPC-DHA/EPA dietary supplement product and take to market by the end of 2022 ESTABLISH COMMERCIAL PARTNERSHIPS 2. Rea
Slide 13: Developmental and neurological disorders constitute a major challenge for public health
Developmental and neurological disorders constitute a major challenge for public health Sustainability framework anchored in UN SDGs Dedicated to improving Pioneering sustainable Ingredients for more Doing more and better human health fisheries sustainable aquaculture with less Promote mental health
Slide 14: Cell membrane LPC-DHA/EPA Mfsd2a
Cell membrane LPC-DHA/EPA (~7 nm) Mfsd2a © 2020 Aker BioM arine Antarctic AS
Slide 15: LPC-DHA/EPA
LPC-DHA/EPA © 2020 Aker BioM arine Antarctic AS
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