Vivesto Ab · OMXSTO:VIVE
Vivesto Ab — Oasmia Pharmaceutical — Erik Penser Investor Event 2020
19 slides from Vivesto Ab's conference presentation, Sep 24, 2020
Slide 1: Erik Penser Investor Event
ERIK PENSER INVESTOR EVENT F.R. Martelet, M.D., CEO 24th September 2020 1
Slide 2: Forward-looking statement
Forward-looking statement IMPORTANT NOTICE The information in this presentation shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the securities referred to herein in any jurisdiction in which such offer, solicitation or sale would require p
Slide 3: Oasmia – an innovation-focused specialty pharmaceutical company
Oasmia – an innovation-focused specialty pharmaceutical company Founded in 1999 NASDAQ Stockholm 2010 Based in Uppsala, Sweden Market Cap approx. SEK 2,0 B 26* employees XR-17™ technology platform R&D-focused Production Allowing micelle formulations of APIs, to be soluble in water Facility in Uppsal
Slide 4: The new team leading Oasmia's transformation
The new team leading Oasmia’s transformation FRANCOIS MARTELET, M.D., Master’s Degree Business FREDRIK JÄRRSTEN* ELIN TRAMPE, Chief Executive Officer Chief Finance Officer Chief Technical Previous experience: Officer CEO in Biotechnology/ BioPharma in UK, DNK, US and senior executive global roles RE
Slide 5: Meeting the challenges of poor drug solubility
Meeting the challenges of poor drug solubility POOR API1 c.40% OF APPROVED A FACTOR IN SERIOUS $180 bn SOLUBILITY DRUGS AFFECTED2 ADVERSE EVENTS (SAEs) SPENT ON PHARMA R&D EVERY YEAR 3 Solubility enhancers Major challenge in 70-90% of pipeline can cause SAEs and drug development drugs classed as / o
Slide 6: XR-17 powerful platform that can increase solubility of insoluble compounds
XR-17™ powerful platform that can increase solubility of insoluble compounds Active Pharmaceutical Ingredient XR-17™ XR-17™ + API (API) Hydrophilic head WATER INSOLUBLE Hydrophobic chain WATER SOLUBLE XR-17™ increases small molecule solubility and potentially improves safety and efficacy of new form
Slide 7: XR-17 – validated platform applicable in many therapeutic areas
XR-17™ – validated platform applicable in many therapeutic areas Drug load capacity, enabling Strong, validated safety in cancer high drug delivery capability indication1 No mandatory or limited need for pre- Shorter infusion time1,2 medication1 Superior solubility compared with Free from alcohol, C
Slide 8: XR-17 – broad IP protection up to 2036
XR-17™ – broad IP protection up to 2036 PROCESS WATER-INSOLUBLE ANTICANCER COMPOSITIONS Protects the Protects poorly water- Protects XR-17™ in manufacturing process soluble APIs1 in combination combination with for XR-17™ with XR-17™ chemotherapeutic agents 56 patents granted PCT application granted
Slide 9: Building a diverse portfolio based on XR-17 platform technology
Building a diverse portfolio based on XR-17™ platform technology Registration / Product Indication Pre-clinical Phase I Phase II Phase III approval Geography Human Health Portfolio Apealea® / Ovarian cancer Pre-NDA meeting USA Paclical® (paclitaxel) Ovarian cancer EU / EEA Docetaxel Prostate cancer
Slide 10: The growing taxane market for ovarian and other cancers
The growing taxane market for ovarian and other cancers The 2018 global injectable taxane market was valued at $2.18B Taxol® Taxotere® • Paclitaxel – cremophor EL • Docetaxel – polysorbate 80 • Ovarian, breast, lung and • Breast, lung, prostate and This market is expected to Kaposi Sarcoma cancers h
Slide 11: Apealea – offering an improved treatment option
Apealea® – offering an improved treatment option Current standard of care in Ovarian cancer is carboplatin + paclitaxel Approved in EU/EEA for A subset of patients cannot tolerate solvent-based paclitaxel treatment of first relapse ovarian cancer1 and in Apealea® is a solvent-free IV formulation of
Slide 12: Apealea – multiple benefits compared to the competition
Apealea® – multiple benefits compared to the competition Company Ovarian Cancer Ovarian Cancer Ovarian Cancer Indication Ovarian Cancer Breast Cancer Breast Cancer Breast Cancer Breast Cancer NSCLC NSCLC NSCLC Infusion Solution Micellar Solution Emulsion Colloidal Suspension Liposome Micellar Soluti
Slide 13: Apealea – large market opportunity in ovarian cancer
Apealea® – large market opportunity in ovarian cancer OVARIAN CANCER INCIDENCE1 295,000 women diagnosed in 70000 66300 2018 – 8th most common cancer in 60000 women1 50000 70% of women have a relapse three Incidence 40000 years after diagnosis2 30000 26600 24500 20000 10000 Platinum analogs used alon
Slide 14: Apealea – global partnership worth up to $698m + royalties
Apealea® – global partnership worth up to $698m + royalties Agreement with US-based Elevar Therapeutics, subsidiary of South Korea’s HLB $20 M Upfront payment Double digit royalties on global % Apealea® sales Milestones based on regulatory and $678M sales achievements Oasmia retains sole control ove
Slide 15: Docetaxel micellar poised for clinical development in prostate cancer
Docetaxel micellar poised for clinical development 1 in 7 1.3m men will be men were newly diagnosed with diagnosed with prostate prostate cancer cancer in 20181 • Docetaxel is approved for wide range of solid malignancies and standard of care for advanced prostate cancer • Docetaxel micellar uses XR
Slide 16: Q1 2020/2021 Consolidated Income Statement in brief
Q1 2020/2021 Consolidated Income Statement in brief 2020 2019 2019/20 TSEK May - Jul May - Jul May - Apr Net sales 208 182 201,843 Other operating income 421 70 427 Change in inventories of products in progress and finished goods 1,886 2,291 20,904 Capitalized development costs - 1,085 4,356 Operati
Slide 17: Key metrics and other information
Key metrics and other information 2020 2019 2019/20 May - Jul May - Jul May - Apr 354,000 435,000 201,018 Cash and Cash equivalents, TSEK* Number of shares at the end of the period, before and after 448,370 326,313 448,370 dilution, in thousands1 Weighted average number of shares, before and after d
Slide 18: Oasmia – a strong investment case
Oasmia – a strong investment case Multiple potential near and mid-term catalysts & value drivers… • Commercial stage company – proven ability to bring promising new products to market • XR-17™ – a validated technology platform, applicable • Elevar partnering for Apealea® in Europe, across range of t
Slide 19: Building a sustainable, profitable specialty pharma company
Building a sustainable, profitable specialty pharma company APEALEA® APPROVED A GLOBAL A GROWING WELL POSITIONED FOR IN EUROPE PARTNERSHIP ONCOLOGY PIPELINE PARTNERING / M&A Lead product Elevar Apealea® deal Underpinned by Proven development, launched for worth up to $678 strong IP protection regula
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