Biotron Limited · ASX:BIT

Biotron — Investor Presentation (December 2014)

17 slides from Biotron's investor presentation, Dec 4, 2014

  1. Slide 1: Presentation to Investors (ASX cover letter)

    Level 2, 66 Hunter Street Sydney NSW 2000 Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: pnightingale@biotron.com.au For personal use only Website: www.biotron.com.au 4 December 2014 The Manager Companies ASX Limited 20 Bridge Street Sydney NSW 2000 (17 pages by email) Dear Madam PRESENTATION T

  2. Slide 2: Biotron Limited Investor Presentation

    BIOTRON LIMITED For personal use only (ASX:BIT) Investor Presenta;on Dr Michelle Miller Managing Director December 2014 +61 2 9805 0488 +61 412 313329 mmiller@biotron.com.au www.biotron.com.au

  3. Slide 3: Forward Looking Statements

    Forward Looking Statements For personal use only This presentaBon may contain forward-­‐looking statements with respect to the financial condiBon, results and business achievements/performance of Biotron Limited (ACN 086 399 144) and certain of the plans and objecBves of its management. These stateme

  4. Slide 4: Snapshot

    BIT225 Snapshot -­‐ First in class Prepared drug aond based n anbove ew drug target a\er the for treatment August of H Board mIV and HepaBBs C virus (HCV) eeBng For personal use only -­‐ Guided Seven the wtrials clinical ording of the parospectus completed; dra\ nother is fully and the recruited use

  5. Slide 5: Significant Progress During Last Months

    Significant Progress During Last 12 Months For personal use only ACTIVITY STATUS/OUTCOME Phase 2 HIV/HCV co-­‐infected trial 100% SVR12 data reported for HIV/HCV G3 Phase 2a HIV trial Impact on immune acBvaBon reported Phase 2, three-­‐month dosing HCV G1 & G3 Fully recruited; preliminary interim dat

  6. Slide 6: Proven Clinical Track Record

    BIT225 -­‐ Proven Clinical Track Record For personal use only -­‐ Over 180 paBents and healthy volunteers dosed with BIT225 to date -­‐ PosiBve data recorded in all trials -­‐ HCV G1 (BIT225-­‐005) – 100% receiving 400mg (28 days in combinaBon with 48 weeks IFN/ RBV) were virus-­‐free at 48 weeks -­

  7. Slide 7: Biotron - Advanced Pipeline

    Biotron -­‐ Advanced Pipeline For personal use only INDICATION COMPOUND DISCOVERY PRECLINICAL PHASE 1 PHASE 2 PHASE 3 Hep C BIT225 HIV/Hep C BIT225 HIV BIT225 Next genera;on -­‐ BIT314 HCV Dengue Leads Slide 4

  8. Slide 8: Large and Growing Global Market for Hepatitis C

    Large and Growing Global Market for Hepa;;s C • Forecast to grow to over $19bn by 2016 For personal use only • 180 million people infected worldwide (3% world populaBon) • EsBmated 3 to 5 million paBents in US & 30 million paBents in China • New drugs have demonstrated significant pricing power • Gil

  9. Slide 9: First of a New Class of HCV Drugs

    BIT225 – First of a New Class of HCV Drugs For personal use only ü Novel, oral, small molecule POLYMERASE/PROTEASE ü Only one of its class (p7 inhibitor) in clinical trials INHIBITORS e.g. Sofosbuvir/Simeprevir ü Inhibits viral assembly and infecBvity ü Pan-­‐genotype acBvity: BIT225 -­‐ ASSEMBL

  10. Slide 10: Clinical Program – Trials to Date

    BIT225 Clinical Program – Trials to Date • BIT225-­‐001: Phase 1a, single dose, dose escalaBng study in healthy volunteers (48 subjects; Aust) For personal use only • BIT225-­‐003: Phase 1b, 7-­‐day, repeat dose study in HCV+ paBents (35 and 200 mg BID; 18 subjects; Aust) • BIT225-­‐004: Phase 2a, 1

  11. Slide 11: Clinical Activity in HCV and HIV/HCV Patients

    BIT225 -­‐ Clinical Ac;vity in HCV and HIV/HCV Pa;ents BIT225-­‐005 (HCV G1) BIT225-­‐006 (HIV/HCV) For personal use only NB All paCents were stable on ART before Placebo + IFN/RBV IFN/RBV IFN/RBV BIT225 300 mg BID + and throughout the study; HIV remained n=8 IFN/RBV – n=4 HCV Genotype 1 undetectabl

  12. Slide 12: BIT225-008: Phase 2 HCV Three-Month Dosing Trial

    BIT225-­‐008: Phase 2 HCV Three-­‐Month Dosing Trial Placebo + IFN/RBV For personal use only n=20 IFN/RBV (HCV Genotype 1 or 3) ETVR n=20 BIT225 200 mg BID + IFN/RBV HCV Genotype 1 IFN/RBV ETVR BIT225 200 mg BID + IFN/RBV HCV Genotype 3 IFN/RBV n=20 Week 12 24 48 Design: Aims: -­‐ Randomised, placeb

  13. Slide 13: HIV – Towards a Cure

    HIV – Towards a Cure For personal use only • InfecBon rates in Australia are at 20 year high • Over 1.1 million people living with HIV in the USA, with 1 in 6 unaware of diagnosis • US$11.9 bn sales in US, Europe and Japan in 2013; expected to grow to US$16.8 bn by 2020 • HIV paBents need to stay on

  14. Slide 14: Targets HIV in Reservoir Cells

    BIT225 Targets HIV in Reservoir Cells • BIT225 inhibits assembly and budding of new virus For personal use only • Phase 2a trial (004) showed that BIT225 can reduce HIV levels in macrophage cells in vivo, paralleling in vitro studies • PotenBal benefits on immune aging and HIV-­‐associated demenBa •

  15. Slide 15: Investment Proposition

    Investment Proposi;on • HCV and HIV are high growth, mulB-­‐billion dollar markets For personal use only • Treatment gaps remain • BIT225 is a novel approach with demonstrated promising efficacy in Phase 2a/2 clinical trials • Represents a new class of direct-­‐acBng HCV drugs • PotenBal to fill signifi

  16. Slide 16: Outlook for 2015

    Outlook for 2015 • Complete BIT225-­‐008 HCV trial currently in progress • Fully recruited; preliminary interim data expected 1Q15 For personal use only • InvesBgaBonal New Drug applicaBon(s) (INDs) • Engaged with FDA -­‐ pre-­‐IND consultaBon HCV combinaBon trial with DAA • Complete IND-­‐related a

  17. Slide 17: Financial Information

    Financial Informa;on Key Financial Metrics 12 Month Share Price Performance For personal use only Ticker Code ASX: BIT Ticker Code ASX: BIT Share Price (1 Dec 2014) A $0.105 Market cap A $29.2 million Share Price (15 Sept 2014) A $0.115 12 Month Trading Range A $0.067 – 0.29 Market cap A $26.3 milli

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