Theracryf Plc · LSE:TCF
Theracryf — Investor Presentation (February 2025)
22 slides from Theracryf's investor presentation, February 2025
Slide 1: Investor Presentation TheraCryf plc
Investor Presentation TheraCryf plc AIM: TCF.L NOMAD: Cavendish Placing Agent: TPI IR: Vigo, CAG Dr Huw Jones, CEO Toni Haenninen, CFO Dr Helen Kuhlman, CBO Dr Alastair Smith, Chair
Slide 2: Important notice and disclaimer
THIS PRESENTATION (AS DEFINED BELOW) IS CONFIDENTIAL AND IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO OR FROM THE UNITED STATES (INCLUDING ITS TERRITORIES AND POSSESSIONS, ANY STATE OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA), CANADA
Slide 3: TheraCryf drug development powerhouse in oncology and behavioural brain disorders
TheraCryf is building a drug development powerhouse in profitable segments within oncology and behavioural brain disorders Our business model, to deliver value to our shareholders, is to develop compelling pre- clinical/clinical data sets and monetise these through commercial partnerships Capital
Slide 4: TheraCryf Management and Board
TheraCryf Management and Board Dr Huw Jones Dr Alastair Smith Toni Haenninen CEO Non-Executive Chair* CFO Over 30 years’ experience of 20 years’ of public company and Over 20 years’ experience of leadership in public and private R&D leadership experience having financial leadership in public and R&D-
Slide 5: Explore Early Partnering Opportunities
Explore Early Partnering Opportunities External Capital Validation of Efficiency Technology Biotech Imperatives Generate Generate Pre-clinical Clinical Data Data Seek Attractive M&A Opportunities
Slide 6: TheraCryf Priority Programmes
TheraCryf Priority Programmes* Orexin 1 Blocker* (Ox-1): Late pre-clinical stage, SFX-01: Clinical stage and funded by European class leading drug with potential for regulatory grant to provide first clinical read-out in submission by mid-2026 Glioblastoma in late 2026 • Potential utility in addicti
Slide 7: CNS Therapeutics Opportunity
CNS Therapeutics Opportunity Current standards of care; limited effectiveness and Resurgence of interest in CNS indications by Pharma burdened by side-effects Partnering opportunities exist at early clinical stages for Future therapeutic options must be: differentiated assets Effective D
Slide 8: Orexin-1: Addiction and Anxiety
Orexin-1: Addiction and Anxiety Orexin 1 Blocker (Ox-1) Market Opportunity Orexin has a role in reward, feeding behaviour/addiction Addiction, (Substance abuse, BED): Market and anxiety, attributed to the Ox-1 receptor $40.3bn 2024 rising to $67.6bn by 2034** A validated drug target and active
Slide 9: Ox-1 Competitive Landscape
Ox-1 Competitive Landscape Company Stage Status Deal Size Indication $294m deal 2018 First patient dosed in Ph2 opioid use disorder trial incl. $10m upfront. Opioid use Indivior (C4X) Ph2 in June 2024, trial ongoing £15.95m Aug 2023 disorder (bought from C4X) Cerevance Completed Ph1, planning to ini
Slide 10: Project Scarlet
Project Scarlet £4m gross placing to advance Ox-1 antagonist to regulatory submission and provide cash runway into Q4 2026 £2.8m Pre-clinical development of Ox-1 (addiction/anxiety) to clinical Phase 1 readiness Includes supply of SFX-01 tablets for Erasmus GBM clinical study £0.6m Development staff
Slide 11: Project Scarlet: value inflection points 2025/6
Project Scarlet Delivering significant value inflection points across both programmes during 2025/6 • Neuropsychiatry programme restarts Q1 2025 • Ox-1 manufacturing optimisation commences • New board appointment/s Q2 2025 • Further SFX-01 in vivo data from Erasmus GBM collaboration expected • Ox-1 bu
Slide 12: Project Scarlet Summary
Project Scarlet Summary TheraCryf has the potential to deliver a significant shareholder return in the next 12-24 months by advancing a class leading Ox-1 antagonist drug molecule to the stage of clinical readiness alongside it’s grant –funded clinical programme for SFX-01 in glioblastoma Ox-1 is
Slide 13: Appendix
Appendix TheraCryf plc AIM: TCF.L NOMAD: Cavendish Placing Agent: TPI IR: Vigo, CAG
Slide 14: Group Pipeline
Group Pipeline SFX-01: Breast Cancer SFX-01: Neurodevelopmental Disorders SFX-01: Glioblastoma(GBM)* Ph1 HV Complete, Ph0 GBM Study 2026 SFX-01: Rhabdomyosarcoma Ox-1: Addiction Ox-1: Anxiety DAT: Fatigue / Narcolepsy * Orphan Condition
Slide 15: Evgen Pharma acquired Chronos Therapeutics in all-share transaction
April 2024, Evgen Pharma plc acquired Chronos Therapeutics Ltd in an all- share transaction* and rebranded to TheraCryf plc Neuropsychiatry portfolio, attractive targets, resurgent area for big pharma • More than tripled the size of the Evgen portfolio and newsflow • Capitalises on renewed interest
Slide 16: Chronos Acquisition: Transaction Details
Chronos Acquisition: Transaction Details Low upfront, de-risked and back-weighted • Acquisition of entire issued share capital of Chronos Therapeutics o Single share class, no warrants, no debt, on a cash and debt free basis • £0.9m in Evgen shares upfront to Chronos shareholders* o Includes Vulpes,
Slide 17: Risk and Mitigation
Risk and Mitigation Risk Nature Mitigation Extensive pre-clinical work, in rodents and human primary Standard Biotech. Pre-clinical effects (patient derived) cells, conducted by multiple independent SFX-01 Translation Failure do not translate to patients. laboratories. Non-dilutive funding secured (
Slide 18: Example workpackages for IND-enabling studies
Example workpackages for IND-enabling studies excl. initial manufacture of API
Slide 19: Market background ASD & GBM
Market background ASD & GBM Autism Spectrum Disorder Glioblastoma Therapeutic Market forecasts Therapeutic Market forecasts USD 3.78 billion 2021 – 5.15 billion 2028 (CAGR 4.5%), Fortune Business USD 549.1 million 2020 – 868.5 million 2030 (CAGR 4.7%), Global Data; GBM Insights; Autism Spectrum Diso
Slide 20: Oncology Advisors
Oncology Advisors Dr Mary Stuart Professor Albena Dinkova-Kostova Kingston Oncology University of Dundee Professor of Chemical Biology at the Jacqui Wood Cancer Pharmaceutical Physician specialising in oncology, with Centre, Division of Cellular Medicine, University of Dundee specific expertise in b
Slide 21: Neuropsychiatry Advisors and Consultants
Neuropsychiatry Advisors and Consultants Professor Alan Young Dr John Salamone KCL University of Connecticut Professor Young is the clinical academic lead in the Psychological Dr Salamone is the Professor and Director of Behavioural Medicine and Integrated Care Clinical Academic Group in the South N
Slide 22: TheraCryf plc
TheraCryf plc AIM: TCF.L NOMAD: Cavendish Placing Agent: TPI IR: Vigo, CAG