Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Corporate Update (January 2018)
29 slides from Botanix Pharmaceuticals's corporate update, Jan 22, 2018
Slide 1: Presentation to Botanix Advisory Board (ASX Media Release)
ASX/Media Release 22 January 2018 For personal use only Presentation to Botanix Advisory Board • Botanix convened an Advisory Board meeting on 19 January 2018 to review the clinical programs and market opportunities for its product portfolio • The global acne market is estimated to reach US$7.3bn in
Slide 2: Contact information
For more information on Botanix, please visit www.botanixpharma.com or follow us on Twitter @Botanixpharma. For personal use only For more information, please contact: General enquiries Investor Relations Matt Callahan Joel Seah Botanix Pharmaceuticals Ltd Vesparum Capital Executive Director P: +61
Slide 3: Acne Market Assessment – Advisory Board Meeting
For personal use only Acne Market Assessment Advisory Board Meeting January 2018
Slide 4: Agenda
+Agenda For personal use only 1. Overview 2. Acne disease overview and unmet medical needs 3. Acne market dynamics 4. Acne competitive landscape and BTX 1503 positioning 5. Conclusions and discussion Botanix Pharmaceuticals Ltd. 2
Slide 5: 1. Overview
For personal use only + 1. Overview
Slide 6: Executive summary
+Executive summary For personal use only This presentation provides an update on the global dermatology and acne markets, and the significant market opportunity that exists for BTX 1503 § Botanix is a leading dermatology focused company with rapidly advancing products underpinned by a deep product p
Slide 7: Overview
+Overview For personal use only Botanix is an emerging global dermatology company with rapidly advancing products and one of the deepest pipeline of opportunities in the industry § Targeting a multi-billion dollar market for acne therapeutics (with no new Dermatology products approved in the last 20
Slide 8: Rapidly advancing clinical programs
+Rapidly advancing clinical programs For personal use only Two advanced clinical programs in acne and atopic dermatitis, with follow on program in psoriasis all leveraging a synthetic form of the natural product cannabidiol Product Candidate Indication Pre-Clin Ph 1 Ph 1b Ph 2 Next milestones Modera
Slide 9: Dermatology market overview
+Dermatology market overview For personal use only The global dermatology market is estimated to grow to US$33.7bn in 2022 Global dermatology market § More than 3,000 types of dermatological conditions exist, ranging in severity and $40 clinical presentation CAGR: 7.7% § Approximately one third of t
Slide 10: 2. Acne disease overview and unmet medical needs
For personal use only + 2. Acne disease overview and unmet medical needs
Slide 11: Acne overview
+Acne overview For personal use only Acne forms as the result of obstruction and inflammation of hair follicles and their sebaceous glands Formation of acne is caused by four factors Goals of acne treatment are to: § Inhibit sebaceous gland function § Control the growth of bacteria and bacterial inf
Slide 12: Acne epidemiology
+Acne epidemiology For personal use only Acne is the most common skin disease in the US and more than half of the target population are teenagers Global acne epidemiology: 2018 estimates (m) Acne diagnosis by age 150 138M 10% 3% 34% 100 138 72M 61M 50 72 61 54% 0 Global diseased Patient seeking Diag
Slide 13: Current acne treatment options
+Current acne treatment options For personal use only Current acne treatments do not treat all key acne pathogenic factors and have varying levels of side effects and disadvantages Pathogenic factors Sebum Hyper P.Acnes Agents Inflammation Key considerations / disadvantages Excretion Keratinisation
Slide 14: Unmet medical needs in acne
+Unmet medical needs in acne For personal use only There are four key areas of unmet medical needs in acne Improved efficacy of topical treatments Safety and tolerability improvements Currently available topical treatments only have a moderate Topical acne treatments are associated with local side e
Slide 15: 3. Acne market dynamics
For personal use only + 3. Acne market dynamics
Slide 16: Leading branded acne treatments
+Leading branded acne treatments For personal use only While a number of branded acne treatments exist, there have been no new drugs approved to treat acne for more than 20 years Overview § Oral acne medications for moderate to severe acne are associated with good efficacy in reducing symptoms, but
Slide 17: Global acne market
+Global acne market For personal use only Despite being a significant market, the global acne market is highly genericised and warrants products with novel mechanisms of action Global acne market size (US$m) § The global acne market is projected to reach ~US$7.3bn in 2025 CAGR: 4.6% ‒ Key drivers: d
Slide 18: Leading US branded products by prescriptions
+Leading US branded products by prescriptions For personal use only Leading topical and oral branded acne products generated >4m prescriptions in 2016 Topical branded acne products in 2016 (‘000s) Oral branded acne products in 2016 (‘000s) 1,200 600 1,000 500 800 400 600 300 400 200 200 100 0 0 Epid
Slide 19: Leading US branded products by revenue
+Leading US branded products by revenue For personal use only Leading topical and oral branded acne products generated sales of ~US$4.9bn in 2016 Topical branded acne product sales in 2016 (US$m) Oral branded acne product sales in 2016 (US$m) $500 $600 $400 $500 $400 $300 $300 $200 $200 $100 $100 $0
Slide 20: List price of US acne products
+List price of US acne products For personal use only Topical products Drug 2016 unit list cost ($US) Estimated annual cost (US$)1 Azelex® $344.70 $4,136 Acanya® $444.00 $3,197 Brand/ Onexton® $444.00 $3,197 Branded Generic Aczone® $258.90 $3,107 Retin-A® $249.20 $1,994 Epiduo® / Epiduo® Forte $398.
Slide 21: 4. Acne competitive landscape and BTX 1503 positioning
For personal use only + 4. Acne competitive landscape and BTX 1503 positioning
Slide 22: Competitive late stage programs in development
+Competitive late stage programs in development For personal use only Prevalence of antibiotic programs that raise serious concerns about drug resistance and multiple failed programs (with some currently being repeated) Program Company Active Ingredient / Target Phase Comment Olumacostat Acetyl coen
Slide 23: Acne treatment algorithm
+Acne treatment algorithm For personal use only Most dermatologists prescribe more than one product and the majority are unsatisfied with available topical acne treatments Treatment algorithm background Patients receiving single agent topical products (%) § For reasons such as patient severity or 20
Slide 24: What do early clinical studies tell you?
+What do early clinical studies tell you? For personal use only Short term patient studies are valuable to provide indications of safety and efficacy which can be extrapolated (based on prior clinical data) for potential longer term effect Prior clinical data to extrapolate potential effect1 Mean re
Slide 25: BTX 1503 positioning and opportunity
+BTX 1503 positioning and opportunity For personal use only Significant market opportunity exists for a topical acne treatment to meet key unmet medical needs BTX 1503 has the potential Unmet medical needs BTX 1503 to be the market leading Favorable More branded product which has Reduce bacterial in
Slide 26: 5. Conclusions and discussion
For personal use only + 5. Conclusions and discussion
Slide 27: BTX 1503 timeline overview
+BTX 1503 timeline overview For personal use only Botanix is pursuing a rapid clinical development strategy to minimise product commercialisation timing and accelerate to first revenues § Phase 1b acne pilot study data expected to be available in early 1Q CY2018 § In October 2017, Botanix successful
Slide 28: Recent dermatology transactions
+Recent dermatology transactions For personal use only Licensing and partnering transactions are potential monetisation options before product sales, with value increasing significantly as a product progress through the FDA process Dermatology transactions US$5,200m Licensing deals US$790m Total upf
Slide 29: Disclaimer
+Disclaimer For personal use only This presentation prepared by Botanix Pharmaceuticals Limited ("Company") does not constitute, or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy any securities, nor the solicitation of any vote or approval in any jurisdiction,
Botanix Pharmaceuticals — Corporate Update (January 2018) on 6ix