Pyc Therapeutics Limited · ASX:PYC
Pyc Therapeutics — Shareholder Meeting (November 2019)
18 slides from Pyc Therapeutics's shareholder meeting presentation, Nov 21, 2019
Slide 1: PYC Annual General Meeting
For personal use only PYC Annual General Meeting November 2019
Slide 2: PYC is a drug development company with a lead program reversing childhood blindness
PYC is a drug development company with a lead program that can reverse a form of childhood blindness For personal use only PYC has delivered 4 major achievements over the past 12 months Discovery Pre-clinical Clinical Marketed Drug discovery Drug development 1 We have our own lead drug Ocular Retini
Slide 3: PYC builds shareholder value in two complementary ways
PYC builds shareholder value in two complementary ways For personal use only 1 Progress our Retinitis Pigmentosa program to market PYC’s delivery platform + Our target market is estimated at $1bn p.a. PYC’s drug 2 PYC’s delivery platform Expand into + new PYC’s drug indications We have two scalable
Slide 4: We have two important milestones to deliver in the near future
We have two important milestones to deliver in the near future For personal use only Program Discovery Pre-clinical Clinical Marketed Ocular Inherited retinal disease #1 Major milestones in the near future 1. Efficacy read- 2. First in human outs in Q1 2020 results 2021 More programs in Inherited re
Slide 5: Clear set of objectives over the coming 18 months to reach clinical evaluation
We have a clear set of objectives to deliver over the coming 18 months to take us into clinical evaluation For personal use only Major developmental milestones for our lead Retinitis Pigmentosa drug on the path to the clinic 2020 2021 Q1 Q2 Q3 Q4 Q1 Human 3D eye models Chemical Manufacturing & Contr
Slide 6: PYC Corporate snapshot
PYC Corporate snapshot For personal use only Financial Information (21 November 2019) Share price performance (1 year) Share price (AUD) Volume (m) Share price $0.057 Number of shares 2,931M Market Capitalisation $167M Cash (21-Nov-19) $32M Debt (21-Nov-19) Nil Enterprise Value $135M Source: IRESS N
Slide 7: The delivery challenge: getting big drugs inside cells
The delivery challenge: getting big drugs inside cells For personal use only Solving the ‘delivery challenge’ opens the door to new treatments and breakthrough medicines Opportunity Highest value drug targets exist inside cells Challenge But… The cell membrane has evolved over hundreds of millions o
Slide 8: PYC solves the delivery challenge with Cell-Penetrating Peptide technology
PYC Therapeutics solves the delivery challenge with our Cell- Penetrating Peptide (CPP) technology For personal use only PYC Therapeutics’ solution PYC’s Cell Penetrating Peptides (CPPs) cross the cell membrane and can be joined to a drug cargo to deliver it inside the cell CPP Drug CPP-Drug complex
Slide 9: A human example (1/3) – PYC's lead drug program
Why does this matter? A human example (1/3) – PYC’s lead drug program For personal use only Key points Normal vision ▪ Retinitis Pigmentosa (RP) is the leading cause of childhood blindness ▪ Children with RP lose their night vision before progressing through peripheral visual loss and ultimately to
Slide 10: A human example (2/3)
Why does this matter? A human example (2/3) For personal use only Cell type: Healthy cells Diseased cells Diseased cells Diseased cells Treatment: None None Drug alone Delivery + Drug Illustration: Image of actual human cells: PYC’s ‘delivery + drug’ solution reverses the disease process and restore
Slide 11: A human example (3/3)
Why does this matter? A human example (3/3) For personal use only Milestone Animal models Human cells 3D ‘retina in a Humans Patient impact dish’ models and Revenue PYC’s lead drug Is 4x more Has reversed Has proven to Will prove Will create the first program… effective in our target be highly effec
Slide 12: Clear competitive advantage in the amount of drug cargo delivered
PYC has a clear competitive advantage in the amount of drug cargo that we can deliver For personal use only PYC’s delivery technology delivers 4x more drug Getting enough drug cargo inside the cell is the rate- cargo inside cells than our nearest competitor’s limiting step in the development of prec
Slide 13: Two commercial applications of our delivery platform
We drive shareholder returns through two commercial applications of our delivery ‘platform’ For personal use only 1 Development of PYC’s own pipeline of drugs PYC’s delivery platform ▪ Develop PYC’s own drug cargoes for our + initial area of focus - Genetic Eye Diseases PYC’s drug 2 Licensing PYC’s
Slide 14: Lead program has major de-risking events immediately ahead
1 Our lead program has major de-risking events immediately ahead with assessment in 3D models of multiple patient retinas in Q1 2020 For personal use only Lead drug program – Retinitis Pigmentosa Pre- IND- Development stage Discovery Phase 1 Phase 2 Phase 3 Marketing clinical enabling Current progre
Slide 15: Our technology scales rapidly and supports internal programs and out-licensing
2 Our technology scales rapidly and is capable of supporting both internal programs and out-licensing opportunities For personal use only Developmental stage of PYC and Partner’s pipeline in 2020 Program Discovery Pre-clinical Clinical Marketed Ocular Inherited retinal disease #1 Inherited retinal d
Slide 16: PYC trades substantially below the valuation of our peers
PYC trades substantially below the valuation of our peers For personal use only Eye disease landscape examples Antisense Oligo landscape examples Geographic base Australia US US Netherlands US Platform or asset Platform Platform Asset Asset Platform Development stage Pre-clinical Clinical (Phase 1)
Slide 17: We have a world-class scientific team
We have a world-class scientific team For personal use only Scientific Advisory Board Opthamology Advisory Board Operational Team Prof. Judy Lieberman Fred K. Chen Rohan Hockings MD, Ph.D MBBS (Hons), Ph.D, FRANZCO MBBS (Hons.), JD GDLP Professor of Pediatrics at Clinician and leader of Ocular Tissu
Slide 18: Disclaimer
Disclaimer For personal use only The purpose of this presentation is to provide an update of the business of Phylogica Limited trading as PYC Therapeutics Limited (ASX:PYC) [‘PYC’]. These slides have been prepared as a presentation aid only and the information they contain may require further explan
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