Avecho Biotechnology Limited · ASX:AVE
Avecho Biotechnology — Phosphagenics — Non-Deal Roadshow (February 2019)
29 slides from Avecho Biotechnology's roadshow presentation, February 2019
Slide 1: Updated Non-Confidential Presentation to support CEO Partnering meetings
ASX Limited Market Announcements Office Updated Non-Confidential Presentation to support CEO Partnering meetings starting 11 February 2019 7 February 2019, Melbourne: Australian drug delivery company, Phosphagenics Limited (ASX: POH) released today an updated non-confidential presentation to accompa
Slide 2: Forward-looking Statements
Forward-looking Statements Certain statements in this announcement may contain forward-looking statements regarding Company business and the therapeutic and commercial potential of its technologies and products in development. Any statement describing Company goals, expectations, intentions or belie
Slide 3: Phosphagenics: Non-confidential Presentation
February 2019 Phosphagenics: Non-confidential Presentation www.phosphagenics.com (ASX : POH)
Slide 4: Safe Harbour Statement
Safe Harbour Statement This presentation, and any representations made before, during or after the presentation, may include forward-looking statements that are inherently subject to risks and uncertainties. These statements relate to, but are not limited to: (1) the safety or efficacy of, or potent
Slide 5: Mission
Phosphagenics Innovative biopharmaceutical company headquartered in Australia Mission To become a leading biopharmaceutical company, utilising our TPM® delivery technology to develop innovative therapeutics that address unmet medical needs and enhance patients’ quality of life. 3
Slide 6: A snapshot of Phosphagenics
A snapshot of Phosphagenics • TPM® is a proprietary solubilisation / drug delivery technology combining multiple forms of Vitamin E (protected by 13+ patent Families) • Result of 15+ years R&D and over $100M investment • Pipeline of TPM® injectables with enhanced usability characteristics • TPM® pat
Slide 7: Experienced Management & Board with strong track record of success
Experienced Management & Board with strong track record of success Greg Collier, Chairman & Independent Director Melanie Leydin, CFO & Company Secretary • 20+ yrs experience; current CEO Invion (ASX: IVX) • 23 years experience in accounting. • Previous: CEO of ChemGenex (sold to Cephalon • Member of
Slide 8: TPM is at the core of Phosphagenics
TPM® is at the core of Phosphagenics “…Phosphagenics invented, developed, patented and is the sole global manufacturer and supplier of TPM® …” TPM® : • proprietary combination of 2 forms of phosphorylated Vitamin E (in specific ratio) • highly flexible technology • improves drug solubility and stabi
Slide 9: TPM is flexible and has broad applicability
TPM® is flexible and has broad applicability Phosphagenics’ focus is Human Health, but…. TPM® Injectables Enhanced Human Injectables TPM® Health TPM® Pain Portfolio Enhanced Patches & Gels Enhanced Animal Health Feed ® ® Production TPM & Vital ET Manufacturing …it leverages TPM®’s flexibility and un
Slide 10: Human Health Business
Phosphagenics Human Health TPM® Portfolio extends across Enhanced Injectables and Pain : Human Health Business Product Partner Research Development Market Injectable Portfolio Daptomycin Propofol Azithromycin Melphalan Tacrolimus Cyclosporin Vitamin K Clopidogrel Pain Portfolio Product Partner Diclo
Slide 11: Phosphagenics TPM Portfolio also extends into Animal Health
Phosphagenics TPM® Portfolio also extends into Animal Health: Animal Health & Nutrition Business Product Partner Research Development Market Pig, Poultry, Feed efficiency Cattle mastitis & fertility Veterinary Aquaculture Companion animal 9
Slide 12: Phosphagenics Production Business manufactures and sells TPM and Vital-ET
Phosphagenics Production Business manufactures and sells TPM® and Vital-ET ® Production Business Product Partner Res’ Dev’ Market Manufacture for Sale Vital ET® Pharmaceutical TPM® Pure Beauty Australia & Personal Care TPM® Markets TPM® Multiple undisclosed partners Manufacture for Development Human
Slide 13: Injectable Portfolio
Injectable Portfolio Pain Portfolio Animal Health Production
Slide 14: TPM can overcome key challenges for injectable drugs
TPM® can overcome key challenges for injectable drugs The global Injectable Injectables account for more than 80% of the TPM® market is an immense world’s drug shortages2 can overcome opportunity1 important challenges for $330B $790B Problems with product quality cause 77% injectable drugs 2016 2024
Slide 15: Injectable assets are fast and profitable
“Injectable” assets are fast and profitable TPM allows: TPM COGS allows: • Lyophilized to Liquid • improved / reformulated • Replacement of toxic 505b2 products at Generic The Company estimates, based excipients pricing on current sales, that 2030 US • Improved stability, clarity Market for Current
Slide 16: Our TPM Injectable portfolio
Over 14 years of R&D Our “TPM® Injectable” $100M investment portfolio is a product of: Multiple global partnerships TPM® Drug Phase Development Status Advantage Daptomycin Reconstitution speed POC Updated development plan under design. In-house* (Antibiotic) & Stability The partnered formulation: Pr
Slide 17: Pain Portfolio
Injectable Portfolio Pain Portfolio Animal Health Production
Slide 18: Human Health Pain Product portfolio is strong and benefits from global partnerships
Phosphagenics’ Human Health “Pain Product” portfolio is strong and benefits from global partnerships The global Pain market is Opioids and NSAIDs account for about ½ of TPM® also a significant total market1 can allow opportunity1 delivery of pain therapy with $62B $88B Side effects and abuse of oral
Slide 19: TPM/Oxymorphone patch performance supports further development
“TPM®/Oxymorphone patch” performance supports further development Multiple dose clinical trial (sequential x 72 hour applications) • World’s first patch to deliver therapeutic levels of oxymorphone transdermally • Consistent delivery profile, well tolerated, with minimal irritation • ~75% less oxymo
Slide 20: TPM/Oxycodone patch performance in Phase 2a PHN trial
“TPM®/Oxycodone patch” performance in Phase 2a PHN trial supports further development Overall efficacy did not reach significance in total population but strong trend in specific subgroup Conclusion: Patch Performed well but local oxycodone treatment is not ideal for PHN pain Efficacy Performance St
Slide 21: Animal Health
Injectable Portfolio Pain Portfolio Animal Health Production
Slide 22: Phosphagenics has a strong Animal Health portfolio
Phosphagenics has a strong “Animal Health” portfolio driven by recent strong trial data The global Animal Feed Over 250,000 tons/year of vitamins for TPM® Additive market is a 3rd livestock nutrition expected by 20242 significantly major opportunity1 improve live weight Use of antibiotics for live w
Slide 23: Production
Injectable Portfolio Pain Portfolio Animal Health Production
Slide 24: Production Business has multiple partnerships generating recurring revenues
Phosphagenics’ “Production” Business has multiple partnerships generating recurring revenues with opportunity for growth Vital ET® and TPM® are in more than 100 cosmetics worldwide TPM® Existing Dataset supports and Vital ET® Vital ET® as anti- Demand exceeds10 tonnes/yr and production provides a gr
Slide 25: Strong investment Opportunity
Strong investment Opportunity
Slide 26: Phosphagenics is an exciting investment opportunity
Phosphagenics is a exciting investment opportunity 12 months Cash (as of Jan’19); No Debt; Tax losses >A$100M Experienced Management / Board with strong track record of success Validated TPM® Technology through all three businesses • Enhanced Injectables: Late Phase (TPM® Daptomycin) and multiple Ea
Slide 27: Delivered news flow and targeted newsflow over the next 12 months
We have delivered consistent substantial news flow and target valuable newsflow over the next 12 months Commercial reformulation of TPM®/Oxymorphone Patch Human Health Complete Successful Results for Swine Feed Efficiency Program Animal Health Complete Successful results for Poultry Feed Efficiency
Slide 28: Phosphagenics key statistics
Phosphagenics Innovative Biopharmaceutical Company Headquartered in Australia Key Statistics: ASX/OTCQX Code POH/PPGNY (listed 2004) Headquarters Melbourne, Australia Employees 10 Shares ~1.5 billion Cash 12 months (Jan 2019) Revenue ~$1.2M (2017) 3 Business Units • Human Therapeutics • Animal Nutri
Slide 29: Melbourne Office
www.phosphagenics.com Melbourne Office Unit A8, 2A Westall Road Hallmarc Business Park Dr Ross Murdoch, CEO & Managing Director Clayton VIC 3168 rmurdoch@phosphagenics.com Australia Tel: +61 3 9002 5000 Email: info@phosphagenics.com www.phosphagenics.com