Adalta Ltd. · ASX:1AD
Adalta — Biotech Showcase 2025
25 slides from Adalta's conference presentation, Jan 10, 2025
Slide 1: AdAlta to present at Biotech Showcase as part of JPMorgan Healthcare week
ASX Announcement | 10 January 2025 AdAlta Limited (ASX:1AD) AdAlta to present at Biotech Showcase as part of JPMorgan Healthcare week AdAlta Limited (ASX:1AD) (“AdAlta” or “the Company”), developer of the novel protein and cell therapeutic For personal use only products for fatal diseases is present
Slide 2: About AdAlta Limited
About AdAlta Limited AdAlta Limited is a clinical stage drug development company headquartered in Melbourne, Australia. The Company is using its proprietary i-body® technology platform to solve challenging drug targeting problems and generate a promising new class of single domain antibody enabled p
Slide 3: Developing next generation cell and protein therapeutics for fatal diseases
For personal use only Developing next generation cell and protein therapeutics for fatal diseases AdAlta Limited (ASX:1AD) Next generation cell and protein therapeutics for fatal diseases Investor Presentation January 2025
Slide 4: Disclaimer
Disclaimer Investment in AdAlta is subject to investment risk, including possible loss of income and capital invested. AdAlta does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. For personal use only This presentation is not an offer or in
Slide 5: AdAlta overview
AdAlta overview Share price performance (ASX:1AD) (12 months) 0.04 16.0 For personal use only "East to West" cell • Leading in cellular 0.03 12.0 therapy strategy to immune therapies for Specialist in next- solid cancer Share price (A$) position company for Volume (m) generation cell and • First ass
Slide 6: AdAlta strategy
AdAlta strategy Description ▪ Addressing the need for effective cellular immunotherapies For personal use only “East to west” cellular immunotherapy strategy for solid cancers driving future growth and value creation ▪ In-licensing first- or best-in-class, differentiated and clinical stage T cell th
Slide 7: AdAlta's 'east to west' cellular immunotherapy strategy
For personal use only AdAlta’s “east to west” cellular immunotherapy strategy
Slide 8: 'East to West' cellular immunotherapy strategic overview
“East to West” cellular immunotherapy strategic overview For personal use only Market Opportunity Competitive Advantage First Assets • Cellular immunotherapy market projected to • Networks: Integrating Asia's rich innovation with • AdAlta's initial pipeline (under term sheet reach US$20.3B by 2028 (
Slide 9: Cellular immunotherapies are transforming cancer outcomes
Cellular immunotherapies are transforming cancer outcomes New, multifunctional therapies are needed to address solid cancers Therapy involves re-engineering patient’s own immune cells to “see” cancer – living drug, single dose, potentially curative For personal use only 6 FDA-approved CAR-T therapie
Slide 10: The problem: Eastern cellular immunotherapy pipeline is not reaching western markets
The problem: The rich Eastern hemisphere cellular immunotherapy pipeline is not reaching western markets Cellular immunotherapy developers 20231 Cellular immunotherapy clinical trials 2024 2 n = 1,104 n = 1804 For personal use only Other 1108 South Korea 11 28 47 Japan 50 Australia 583 49 Canada 449
Slide 11: Australia has a well-developed cell therapy delivery ecosystem
Australia has a well-developed cell therapy delivery ecosystem1 Clinical delivery capability • 138 cell and gene therapy trials to date For personal use only • 55 institutions treating patients with cell and gene therapies • 25 sites approved for commercial CAR-T delivery • 3 commercial approvals fo
Slide 12: AdAlta's solution and business model: be a force multiplier for Asian partners
AdAlta’s solution and business model: be a force multiplier for Asian partners For personal use only 1. In-license market leading assets from Asia – low acquisition cost; by financing to next inflection point AdAlta acquires a share of the asset at exit 3. Establish global manufacturing network and
Slide 13: Competitive advantage
Competitive advantage Unique partner value proposition Strategic asset sourcing discipline • Non-dilutive asset financing • T cell therapies for solid cancers For personal use only • Generate all important FDA regulated clinical • Differentiated, multi-functional product design data at no cost to pa
Slide 14: Progress and potential
Progress and potential First IND approval, initiate one new We are here today clinical trial per year For personal use only 2026+ First technology transfer commences “East to West” cell Mid therapy strategy 2025 announced; 10 assets in Consultant CMO MoU with SYBV diligence appointed Apr Jul Oct 202
Slide 15: The market: Phase I CAR-T cell therapy transactions
The market: Phase I CAR-T cell therapy transactions (comparators at AdAlta exit) Total value Upfront Date Drug(s) Licensor Licensee Deal stage Lead indications (US$m) (US$m) For personal use only DLL3 targeting Phase 1 Nov-23 autologous CAR-T cell Legend Biotech Novartis SCLC, LCNEC 1110 100 (ongoin
Slide 16: Building a powerhouse in cellular immunotherapy
Building a powerhouse in cellular immunotherapy Providing a pathway for "Eastern" innovation in cellular immunotherapies to reach "Western" regulated markets and patients For personal use only Investing to establish first western manufacturing and clinical data creates a substantial value inflection
Slide 17: AD-214: a new approach to fibrosis available for partnering
For personal use only AD-214: a new approach to fibrosis available for partnering
Slide 18: The need: fibrotic diseases, including IPF, have no good outcomes today
The need: fibrotic diseases, including Idiopathic Pulmonary Fibrosis (IPF) have no good outcomes today IPF market is underserved today Current IPF treatments Many other fibrosis market • Two existing therapies generated opportunities US$4.3b in 2022 For personal use only Every organ vulnerable: • Th
Slide 19: AD-214 has a compelling value proposition
AD-214 has a compelling value proposition Investment to date has built strong value proposition Product development priorities For personal use only First in class molecule targeting established mode of action in 1. Generate clinical proof of 2. Develop market preferred fibrotic disease concept (eff
Slide 20: AD-214 offers a differentiated product profile compared with leading candidates
AD-214 offers a competitive and differentiated product profile compared with leading disease modifying candidates Product AD-214 BI-1015550 BMS-986278 Bexotegrast attributes For personal use only Sponsor AD-214 difference: Development stage Phase I/II Phase III Phase III Phase II • Novel mode of act
Slide 21: The value: pharma companies actively licensing IPF assets
The value: pharma companies actively licensing IPF assets Upfront payment to Clinical Phase at Date Licensor/target Licensee/acquirer Transaction Contingent milestones licensor^^ transaction Aug-22 License US$100m US$600m 2 complete For personal use only Apr-20 Acquisition* US$45m Not disclosed 2a c
Slide 22: Summary
For personal use only Summary
Slide 23: Experienced team with global reach
Experienced team with global reach BOARD EXECUTIVE “EAST TO WEST” CELLULAR IMMUNOTHERAPIES Kevin Lynch For personal use only Paul MacLeman, DVM Angus Tester, PhD CHAIR SENIOR MANAGER, CONSULTANT CHIEF PROJECTS AND PROGRAMS MEDICAL OFFICER Tim Oldham, PhD Janette Dixon, DBA Prof Andrew WIlks CEO & MA
Slide 24: AdAlta's foundations in place for transaction driven growth
AdAlta’s foundations in place for transaction driven growth “East to West” cellular immunotherapy growth strategy leveraging regional and For personal use only business model advantages in high value, high growth sector; enabled by SYNthesis BioVentures and CTPL collaborations AD-214, a new approach
Slide 25: Next generation cell and protein therapeutics for fatal diseases
Next generation cell and protein therapeutics for fatal For personal use only diseases AdAlta Ltd (ASX:1AD) Investor Presentation November 2024 For more information please contact: Tim Oldham CEO & Managing Director +61 403 446 665 t.oldham@adalta.com.au Investor Relations The Capital Network Julia