Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — Investor Presentation (August 2016)
15 slides from Racura Oncology's investor presentation, Aug 3, 2016
Slide 1: Race Oncology releases investor presentation
ASX AND MEDIA RELEASE For personal use only Race Oncology releases investor presentation 3 August 2016, Perth, Australia: Race Oncology Ltd (ASX: RAC) today released a presentation that will be used in a series of investor meetings in Sydney on 3 August. About Race Oncology Race Oncology Ltd is a sp
Slide 2: Fast to Market Oncology Drugs
For personal use only Fast to Market Oncology Drugs 1
Slide 3: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Race Oncology Ltd (“Race” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessar
Slide 4: Overview
Overview For personal use only • Race Oncology Ltd (“Race Oncology”) listed on the ASX on 13 July 2016, raising $4.3 million (the maximum funds accepted under the prospectus) • Race Oncology owns two patent applications on a cancer chemotherapy drug called “Bisantrene” • Bisantrene has already been
Slide 5: Bisantrene
Bisantrene For personal use only • Chemotherapy drug developed by Lederle in the 1980s, because of its reduced cardiac toxicity compared with the anthracyclines • Tested in >40 phase II clinical studies by Lederle and NCI (National Cancer Institute) • Efficacy in relapsed/refractory AML • Average 48
Slide 6: Long term market opportunity
Long term market opportunity For personal use only • Cancer drug treatment is a $100B a year market and growing rapidly due to the aging pop. and escalating cost of new drugs • Despite all the new immunotherapy drugs, most cancers are still treated first (or in combination) with a chemotherapy drug,
Slide 7: Acute Myeloid Leukaemia (AML)
Acute Myeloid Leukaemia (AML) For personal use only • AML is a blood cancer (leukaemia), characterised by: • Low incidence (4 in 100,000 people pa) • Disease mainly of the elderly, so incidence growing as pop. ages • Very poor prognosis – progresses rapidly • Standard of Care (SOC) • ‘7+3’ chemother
Slide 8: Bisantrene clinical studies in r/r AML
Bisantrene clinical studies in r/r AML For personal use only Number of AML Complete Study Phase Patients Response Rate Study 1, 1987 II 40 50% Study 2, 1989 II 10 40% Study 3, 1989 II 15 47% Study 4, 1993 II 7 72% Study 5, 1994 II 13 38% Total/Average 85 48% 7
Slide 9: Short term strategy: AML/NPP
Short term strategy: AML/NPP For personal use only • Bisantrene was previously approved in France for treating AML in 1990, but not actively commercialised • Race Oncology will apply to sell Bisantrene in France and several other EU countries, under a Named Patient Program (NPP) • The NPP initially
Slide 10: Two value creation pathways
Two value creation pathways For personal use only Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Principal medium term value chain NPP program: Launch in Europe for r/rAML under NPP IND Generate growing revenues; expand to other markets Secondary longer term value chain FDA US Phase II bridging US Phase III study in
Slide 11: Year Targets: IND + NPP
Year 1 Targets: IND + NPP For personal use only • Pathway to IND • GMP manufacturing of Bisantrene • Prepare clinical protocol for US bridging study • Prepare 505(b)(2) dossier • Conduct pre-IND meeting with FDA • Complete and file IND • Gain FDA allowance for IND • Pathway to NPP • Appoint NPP mark
Slide 12: Years 2-5
Years 2-5 For personal use only • Expand NPP sales • Grow EU NPP sales • License Bisantrene to marketing partners for countries outside EU NPP markets • FDA program • Conduct a ‘bridging’ study under the US IND, then a Phase III (registration) study for r/r AML in US • Gain FDA and EMA approval • La
Slide 13: Key management
Key management For personal use only • CEO: Peter Molloy, BSc, MBA, FAICD • CEO, Biota (ASX antiviral biotech) • NED at Viralytics (ASX biotech, immuno-oncology) • CEO, SLIL Biomedical (US oncology biotech) • VP Strategic Marketing, Pharmacia (big pharma) • Managing Director, Pharmacia Australia (bi
Slide 14: Board
Board For personal use only • Bill Garner, MD, MPH (Chairman) • US medical doctor and entrepreneur • Founder/co-founder of several public companies: Del Mar Pharmaceuticals, Urigen, Invion • Co-inventor on Bisantrene patents • Brendan de Kauwe, BDSc, Grad Dip App Fin (Director) • Otsana Capital • Di
Slide 15: ASX code: RAC
For personal use only ASX code: RAC Reg. Office: L2, 50 Kings Park Rd West Perth WA 6008 Contact: investors@raceoncology.com 14