Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — Investor Presentation (May 2024)
35 slides from Racura Oncology's investor presentation, May 13, 2024
Slide 1: At the Heart of Cancer Care – Investor Presentation
M A Y 2 0 2 4 For personal use only AT THE HEART OF CANCER CARE I N V E S T O R P R E S E N T A T I O N 0 1 ASX: RAC | RACE ONCOLOGY LIMITED | ABN 61 149 318 749
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer A T T H E The material in this presentation has been prepared by Race Oncology Limited (ACN 149 318 749) (Company). H E A R T THIS IS NOT A PROSPECTUS For personal use only This presentation is not a prospectus, product disclosure statement or disclosure document for
Slide 3: Key highlights of Race Oncology
Key highlights of Race Oncology A T T H E H E A R T Bisantrene – derisked & clinically proven For personal use only anticancer drug offering ~80%1 chance of O F success - not the 3% common in oncology C A N C E R Solves a real & significant health problem – heart damage caused by chemotherapy, C A R
Slide 4: Corporate snapshot
Corporate snapshot A T T H E Race Oncology is an ASX-listed, clinical stage biopharmaceutical company with a dedicated mission to be at the H E A R T heart of cancer care. For personal use only O F Race 12-month trading history C A N C E R Key data C A R E ASX code RAC Share price $1.411 Market capi
Slide 5: Race board and management team
Race board and management team A T T H E H E A R T For personal use only B O A R D O F C A N C E R O F D I R E C T O R S Mary Harney Dr Peter Smith Philip Lynch C A R E Non-Executive Board Chair Executive Director Non-Executive Director E X E C U T I V E Dr Daniel Tillett, PhD Dr Sophia Moscovis, Ph
Slide 6: Bisantrene's history of clinical success
Bisantrene’s history of clinical success A T T H E Breast cancer1 Acute Myeloid Leukaemia H E A R T For personal use only O F 471 patients across 9 Phase 2 & 3 Approved in France in 1988, but Lederle ended commercial C A N C E R clinical trials development of bisantrene due to solubility issues Less
Slide 7: Major themes in cancer chemotherapy
Major themes in cancer chemotherapy A T T H E As our population ages, cancer diagnosis H E A R T increases, requiring more treatments For personal use only Ageing O F C A N C E R C A R E Post Growing clinician understanding of Improved cancer treatment leads to Clinician Race. cancer chemotherapy ca
Slide 8: Chemotherapy needs improvement
Chemotherapy needs improvement A T T H E H E A R T For personal use only O F C A N C E R Anthracyclines are the most widely Current solution – exclude use in used class of chemotherapeutics. high-risk patients and reduce They are highly effective, but can dosing of the drugs C A R E cause permanent
Slide 9: Global anthracycline chemotherapy use
Global anthracycline chemotherapy use1 A T T H E H E A R T Global anthracycline usage1 FDA approved uses2, 3 Other uses2, 3 For personal use only Acute lymphocytic Ewing sarcoma Advanced Endometrial O F leukemia Cancer C A N C E R Acute nonlymphocytic Soft tissue sarcoma Uterine Sarcoma leukemia Acu
Slide 10: Building on bisantrene's history
Building on bisantrene’s history A T T H E H E A R T Race has… For personal use only O F • Taken the clinically validated oncology drug bisantrene and fixed the C A N C E R formulation issues that caused it to be discontinued1 • Created valuable new intellectual property with a long lifespan (20 yea
Slide 11: New bisantrene formulation - RC220
New bisantrene formulation - RC2201 A T T H E H E A R T RC220 – a high value drug reformulation For personal use only • In the 1980s, Lederle (now Pfizer) tried and failed to solve issues O F around the poor solubility of bisantrene which necessitated its C A N C E R delivery via an invasive central
Slide 12: Bisantrene + doxorubicin: improved anticancer activity
Bisantrene + doxorubicin Improved anticancer activity1 A T T H E H E A R T Bisantrene shows potent cell-killing activity against a diverse range of human cancers when used alone and in combination with For personal use only doxorubicin, the most commonly used anthracycline O F C A N C E R 10000 Bisa
Slide 13: Bisantrene + doxorubicin: protecting the heart
Bisantrene + doxorubicin Protecting the heart1 A T T H E H E A R T Bisantrene protects the hearts of mice from permanent damage Vehicle For personal use only caused by the anthracycline doxorubicin. Bisantrene O F Doxorubicin C A N C E R Heart protection was achieved using higher levels of Dox + Bis
Slide 14: Views of key opinion leaders
Views of key opinion leaders A T T H E H E A R T Scope for new It depends how carefully Toxicity is highest in the I am passionate about 9-14% of patients on For personal use only cardioprotective therapy in you look, but at least first year, but risk of heart reducing the burden of anthracycline re
Slide 15: Bisantrene Market Potential – USA
Bisantrene Market Potential – USA1 A T T H E Annual Revenue – Cardioprotection alone H E A R T Annual Revenue - Cardioprotection + anticancer in breast cancer indications For personal use only activity in breast cancer indications O F $2,000M $2,000M $1,687M C A N C E R $1,646M $1,606M $1,567M Note:
Slide 16: Bisantrene Market Potential – World
Bisantrene Market Potential – World1 A T T H E H E A R T Annual Revenue – Cardioprotection Only Annual Revenue - Cardioprotection + Anticancer For personal use only $2.0B Note: All forecasted revenues $9B O F reflect a 50% reduction to the $1.8B C A N C E R physician-stated adoption rate $8B $1.6B P
Slide 17: Clinical pipeline
Clinical pipeline A T T H E H E A R T IND For personal use only Asset Indication Sponsor Discovery Phase 1 Phase 2 Phase 3 Next milestone enabling O F Chaim C A N C E R RC110 Sheba Acute Myeloid Leukaemia Phase 2 In final stages of trial Medical Centre, Israel C A R E Cardioprotection + m6A RNA + Ra
Slide 18: RC220 cardioprotection clinical program
RC220 cardioprotection clinical program A T T H E H E A R T An ‘all comers’ Bayesian dose escalation Phase 1a trial of RC220 in any solid tumour patient where For personal use only anthracycline use is indicated O F Size: 25-50 patients; up to 10 sites in Australia and internationally C A N C E R Sp
Slide 19: AML clinical program
AML clinical program A T T H E AML Phase 1/2 investigator initiated trial3, 4 H E A R T Bisantrene was approved for AML in France in 1988, but never For personal use only marketed. Two recent studies provide current day evidence that A low intensity salvage treatment for patients unable or unwilling
Slide 20: Recent & coming milestones
Recent & coming milestones1 A T T H E H E A R T H2 CY2023 / H1 CY2024 H2 CY2024 H1 CY2025 For personal use only Interim results released from Sheba 2 Ethics submission for Phase 1a/1b trial Additional preclinical results on O F ü study of bisantrene RC110 in AML in solid tumours bisantrene mechanism
Slide 21: Key highlights of Race Oncology
Key highlights of Race Oncology A T T H E H E A R T Bisantrene – derisked & clinically proven For personal use only anticancer drug offering ~80% chance of O F success - not the 3% common in oncology C A N C E R Solves real & significant health problem – heart damage caused by chemotherapy, a C A R
Slide 22: Questions
For personal use only Questions Race Oncology 22 A T T H E H E A R T O F C A N C E R C A R E
Slide 23: Contact
For personal use only Contact DANIEL TILLETT JANE LOWE Chief Executive Officer Investor & Media Relations +61 2 8051 3043 +61 411 117 774 daniel.tillett@raceoncology.com jane.lowe@irdepartment.com.au Authorised for release by CEO ASX: RAC | RACE ONCOLOGY LIMITED | ABN 61 149 318 749
Slide 24: Appendix
For personal use only Appendix 24 A T T H E H E A R T O F C A N C E R C A R E
Slide 25: Reformulations can build immense value
Reformulations can build immense value A T T H E Abraxane (nab-paclitaxel) case study Drug sales and company acquisition3 H E A R T For personal use only • BMS developed the branded drug, Taxol® which was approved for O F Ovarian Cancer (1992), Breast Cancer (1994) and Non-Small Cell Abraxane sales(
Slide 26: Anthracyclines in the USA
Anthracyclines in the USA1 A T T H E H E A R T There is strong US clinician interest in new agents For personal use only Anthracyclines continue to be widely used in the USA despite cardiotoxicity risks 2 able to reduce anthracycline cardiotoxicity 3 O F C A N C E R Q. On a scale from 1 to 7, with o
Slide 27: m6A RNA dysregulation underlies many diseases
m6A RNA dysregulation underlies many diseases A T T H E H E A R T For personal use only Ribonucleic acid (RNA) is the key information messenger O F that translates genetic instructions from DNA (genes) to cell proteins C A N C E R CELL CARDIAC C A R E Targeting RNA regulation CANCER VIRAL pathways,
Slide 28: m6A RNA Opportunity
m6A RNA Opportunity A T T H E H E A R T FTO – important role in human cancers? For personal use only Scientific discoveries over the last decade have identified dysregulation O F (loss of control) of RNA methylation as a key driver of cancer development1 C A N C E R Changes in m 6 A RNA methylation
Slide 29: FDA Fast Track & Breakthrough Designation
FDA Fast Track & Breakthrough Designation A T T H E FDA Fast Track Designation (see Appendix) H E A R T For personal use only More frequent communication with FDA Eligibility for Accelerated Approval and Priority Review O F Rolling Review of NDA C A N C E R FDA Breakthrough Designation (see Appendix
Slide 30: RC220 cardioprotection clinical – benefits and goals
RC220 cardioprotection clinical – benefits and goals A T T H E H E A R T For personal use only O F Leverages an Australian-focused Phase 1a/1b trial design C A N C E R Phase 1a establishes optimal bisantrene anthracycline dosing and safety C A R E Phase 1b generates proof-of-concept cardioprotection
Slide 31: Cardioprotection & m6A RNA Phase 2 Trial
Cardioprotection & m6A RNA Phase 2 Trial1 A T T H E H E A R T For personal use only A placebo-controlled, double-blinded, umbrella Bayesian combination trial of RC220. Focus on breast cancer plus any cancer or patient population that shows exceptional response to treatment in Phase 1 O F C A N C E R
Slide 32: AML Phase 1/2 Investigator Initiated Trial
AML Phase 1/2 Investigator Initiated Trial1 A T T H E H E A R T A low intensity salvage treatment for patients unable or unwilling to tolerate high intensity chemotherapy who have failed For personal use only standard of care AML treatments. O F C A N C E R Size: 40-60 patients; up to 10 sites in Au
Slide 33: FDA Fast Track Designation
FDA Fast Track Designation1 A T T H E Fast track is a process designed to facilitate the development and expedite the review of drugs to treat serious conditions and fill an H E A R T unmet medical need. The purpose is to get important new drugs to the patient earlier. Fast Track addresses a broad r
Slide 34: FDA Breakthrough Therapy Designation
FDA Breakthrough Therapy Designation1 A T T H E H E A R T Breakthrough Therapy designation is a process designed to expedite the development and review of drugs that are intended to treat a For personal use only serious condition and preliminary clinical evidence indicates that the drug may demonstr
Slide 35: VO2Peak Measures of Cardiac Damage
VO2Peak Measures of Cardiac Damage A T T H E Left ventricular ejection fraction (LVEF) and global longitudinal strain (GLS) have been the standard of care measures for H E A R T For personal use only evaluating chemotherapy-associated cardiotoxicity O F VO 2 Peak can be simply assessed in minutes us