Starpharma Holdings Limited · ASX:SPL
Starpharma — Shareholder Meeting (November 2006)
36 slides from Starpharma's shareholder meeting presentation, Nov 15, 2006
Slide 1: AGM - Chairman's and CEO's presentations
o starpharma AGM - Chairman’s and CEO's presentations Attached is the Chairman's address together with the CEO's presentation to the Annual General Meeting of Starpharma Holdings Limited (ASX:SPL, USOTC:SPHRY), to be held at 4.00pm today. An audio broadcast of the presentations may be heard from 4.3
Slide 2: Genital herpes and ADR background; contact details
Genital herpes: A recurrent, lifelong viral infection caused by the sexually transmitted herpes simplex virus type- 2 (HSV-2). It is one of the most prevalent STIs, estimated to infect between 15% and 25% of male and female adults in developed countries. This figure is expected to rise to about 39%
Slide 3: Chairman's Address
@ starpharma Chairman's Address Annual General Meeting of Starpharma Holdings Limited, 15 November, 2006 Welcome to the Starpharma AGM for fiscal year 2005-2006. When | was asked to give a talk on leadership a few years ago, one theme that | developed at the time was the ability of leaders to use ch
Slide 4: Chairman's Address (continued)
We have previously foreshadowed a desire of adding a US based director to the board, and following the acquisition of DNT we've invited the former CEO of a major US corporate to become a director of Starpharma. We expect to be able to make an announcement confirming that appointment in the near futu
Slide 5: Chairman's Address (conclusion)
VivaGel is the first microbicide to have received NIH funding for development against herpes and we are reasonably sure that it is the first microbicide with FDA investigational new drug status for prevention of herpes. There is plenty of good news and also plenty of hard work ahead for the Board an
Slide 6: Starpharma Holdings Limited - CEO presentation
& starp harma Starsharma Holdings Limited AEMS EG UGOTCISP HAY AGM Presentation 15 Novernber Z006 lir Jackie Fairley - G&@
Slide 7: Forward-looking statements
& starpharma This presentation contains forward-looking statements that involve risks and uncertainties. Although we believe that the expectations reflected in the forward-looking statements are reasonable at this time, Starpharma can give no assurance that these expectations will prove to be correc
Slide 8: Outline
Outline & starp harma 1. Key Achievements Company Overview VivaGel™ DNT Acquisition Pipeline oa FF eS DN Conclusion
Slide 9: Key Achievements
7. starpharma
Slide 10: Key Achievements
& KKK KKK KR KKK Mey Achievements starpharma HIV Funded: US$20.3M NIH funds VivaGel™ HIV development with non-dilutive funding Genital Herpes Funded NIH funds VivaGel™ Genital Herpes Development HIV Fast Tracked US regulator FDA designates VivaGel™ a fast track product Herpes IND Cleared FDA clears
Slide 11: Company Overview
starpharma
Slide 12: Company Overview
& Gompany Overview starpharma = World leader in the development of dendrimer nanotechnology products for pharmaceutical and life- : ASX Code. SPL sciences Level 1 ADR Code SPHRY = Lead product VivaGel™ is being developed (under Share Price (14/11/08) Ste IND) as a microbicide to prevent HIV and Geni
Slide 13: Company Structure
Gompany Structure & starpharma 100.0% 100.0% Dend c Nanotechnologles ~~ (ONT) = 36 employees based in Melbourne, Australia = Uses dendrimer technology to discover, develop and commercialise pharmaceuticals = Lead development product VivaGel™ is a vaginal microbicide for the prevention of genital her
Slide 14: Financial Snapshot
Financial Snapshot & starpharma = Starpharma is in a strong financial position: A$13.3M in cash at Oct 06 (A$14.3M Jun 06) 12 month burn to Oct 06 of A$6.6M (A$8.2M 05/08) NIH and P3 Funding > A$30M _ Cash on Hand - A$14.3M FY04 FYOS FYO6 — Loss for 05/06 down 3% to A$7.5M — Revenue’ A$7.0M in 05/06
Slide 15: ADR Program and US Shareholding
AOR Program and US Shareholding & starpharma = Starparma’s ADR program has been extremely successful since launch in January 2005 — Growth of 137% in ADRs issued in the past 12 months — Average monthly growth of 7% # Traded by major brokers including Merrill Lynch, Credit Lyonnais, Natexis Bleichroe
Slide 16: Enhanced Pipeline: Balanced for Risk
& Enhanced Pipeline: Balanced for Risk starpharma Pharmaceutical & Medical Products ae Clinical Tals VivaGel™ » HSV-2 prevention >» HIV prevention » condoms coating & other line extensions ADME Engineering™ » Therapeutic protein PK optimisation Drug Delivery - Small Molecules » Cancer therapeutic Dr
Slide 17: VivaGel packaged into pre-filled applicators
rp ee ap “star Larma VivaGel"™ packaged into pre-filled applicators.
Slide 18: VivaGel - Lead Product for Prevention of STIs
VivaGel™ — Lead Product for Prevention of &TVls @ starpharma VivaGel™ is a vaginal microbicide being developed to prevent sexually transmitted infections in women - Currently being developed under two INDs for the prevention of HIV and genital herpes Gel-based formulation with a nanotech active (SPL
Slide 19: VivaGel - Significant Achievements
& VivaGel'™ — Significant Achievements starpharma » Successfully completed Phase 1 trial in Humans * Receives A$26M non-dilutive NIH funding for development in HIV (without downstream commercial obligations) » Granted FDA Fast Track Status for HIV ® The only microbicide funded by the NIH for Genital
Slide 20: VivaGel Market Update
& VivaGel™ Market Update starpharma Two clinical trials underway in the USA and Australia (Kenyan site to commence shortly) Good progress with Scale-up and toxicology programs Due to HIV Microbicide trial issues with recruitment, and retention in trials VivaGel™ regulatory approval milestone revised
Slide 21: Commercial Opportunity for Microbicides
& Commercial OQoportunity for Microbicides starpharma sd Large, addressable markets Estimated Market for microbicides in — HIV primarily in developing countries Developed Countries - HSV-2 in both developing and developed countries a ee oe = Increasing market support for products 2.5% 365 730 1,460
Slide 22: Dendritic Nanotechnologies Inc
ey starpharma < DENDRITIC NANOTECHNOLOGIES INC
Slide 23: Significant Acquisition Benefits
& Significant Acquisition Benefits starpharma _ ; = Marketed products, near-term revenues 1, Diversified Produ bee == = * Diversified risk: pharma, life-science and industrial « Optimal leverage of internal resources including commercial, regulatory, scale-up and discovery = Better value from expend
Slide 24: Enhanced Portfolio
& Enhanced Perttfolioc starpharma Multiple Near-lerm Future High-Value Commercial Commercial Opportunities Opportunities industrial Products Life-science Applications Pharmaceutical Products
Slide 25: Pipeline
starpharma
Slide 26: Enhanced Pipeline: Balanced for Risk
& Enhanced Pipeline: Balanced for Risk starpharma Pharmaceutical & Medical Products ae Clinical Tuals VivaGel™ » HSV-2 prevention >» HIV prevention » condoms coating & other line extensions ADME Engineering™ » Therapeutic protein PK optimisation Drug Delivery - Small Molecules » Cancer therapeutic D
Slide 27: Pipeline: Enhanced Near Term Opportunities
& Pipeline: Enhanced Near Term Opportunities starpharma Marketed Dendrimer - PrioFect™ : se S fectic on _ ‘Materials Science /_ | Products | Q 7 _ 7 _ Industrial Rosie » Existing product sales » Transfection reagent . 2. - and licensed dendrimer market: $120M growing il "Top 5” US Oil Lubricant It t
Slide 28: Conclusion
6. Conclusion starpharma
Slide 29: Investment Highlights
rd investment Hightights starpharma « >US$26m* non-diluting funding from the NIH for VivaGel™; P3 funding from the Australian Government for lead development = VivaGel™ - the only microbicide with NIH funding for genital herpes = Significant commercial opportunities for microbicides = Significant US
Slide 30: Previews - new website
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Slide 31: Starpharma
& starpharma starpharma
Slide 32: Dendrimer Technology: Overview
& Sendrimer Technology: Qverview starpharma a Commercial Applications of Dendrimers _ ___Unique Characteristics of Dendri « Precisely defined, synthetic macromolecules = Key enabling nanoscale technology = Precisely defined surface topology = Diverse range of pharma, diagnostic & materials « Can be
Slide 33: VivaGel - Product Features and Performance
VivaGel™ — Product Features and Performance @ starp harma Female controlled, discreet and convenient activity Contraceptive activity (in animals) Market research indicates microbicide gels will have good uptake Compelling competitive advantages: efficacy; non-irritant; broad Potent activity against
Slide 34: VivaGel - Significant Advantages Over Competitors
& VivaGel™ — Signiticant Advantages Over Competitors starpharma Competitor Category Key Disadvantages VivaGel™ Advantages Significant Advantages over Other Products in Development
Slide 35: Pipeline Management
& Pipeline Management starpharma Development approach __ Starpharma Product st larpharma ———— Development resource : Mitigated by extemal VivaGel™ demand : funding sources, e.g. VivaGel””, : _——— e.g. NIH PrioFect™ High ,— starpharma Partnered joint Starpharma development resource Base dendrimer dem
Slide 36: Partners
& Partners starpharma Industry _ Collaborators: 3 ® DADE BEHRING | BD DHARMACON —ofmecnafofmren’Recawch EMESIS hava TegHMaLOSEES @ avoaice lumera aN Saas -ResearchiUni. (Collaborators — INSTITUTE FOR SOLDIER NANCTEC HNOLGBIES: CALTECH
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