Starpharma Holdings Limited · ASX:SPL
Starpharma — ASX Spotlight Series (May 2010)
20 slides from Starpharma's conference presentation, May 20, 2010
Slide 1: CEO Investor Presentation – ASX Spotlight
CEO Investor Presentation – ASX Spotlight For personal use only Melbourne; 20 May 2010: – Starpharma Holdings Ltd (ASX:SPL, OTCQX:SPHRY) advises that CEO Dr Jackie Fairley will be presenting to institutional investors today at the ASX Spotlight forum in Sydney. A copy of Dr Fairley’s presentation is
Slide 2: Starpharma Holdings Limited Corporate Overview
For personal use only Starpharma Holdings Limited ASX:SPL OTCQX:SPHRY ASX Spotlight Series 20 May 2010 Corporate Overview Dr Jackie Fairley CEO
Slide 3: Forward-looking statements
For personal use only This document contains certain forward-looking statements, relating to Starpharma’s business, which can be identified by the use of forward-looking terminology such as “promising”, “plans”, “anticipated”, “will”, “project”, “believe”, “forecast”, “expected”, “estimated”, “targe
Slide 4: Investment Summary
For personal use only Investment Summary Starpharma - a world leader in the development of dendrimer products Attractive commercial partnerships in place: Starpharma Holdings Limited (17/5/10) – VivaGel® condom coating – simpler regulatory path than drugs ASX Code SPL – royalty revenues expected t
Slide 5: Dendrimers – A Platform Technology
For personal use only Dendrimers – A Platform Technology “SPL is one of the few companies in Australian biotechnology Human Agricultural sector that has what we consider to be a true technology platform Drugs chemicals which can be used for a wide range of healthcare and Drug Water industrial applic
Slide 6: Starpharma's Commercial Partnerships and Partnering Strategy
For personal use only Starpharma’s Commercial Partnerships and Partnering Strategy VivaGel® develop develop platform Co-development deal for Condom Coating platform Dendrimers for Drug Delivery Lilly, Elanco, Stiefel (now GSK); Drug delivery collaborations Stratus CS® Cardiac marker diagnostic licen
Slide 7: Pharmaceutical and Life Sciences Product Pipeline
For personal use only Starpharma’s Pharmaceutical and Life Sciences Product Pipeline Lead Products In Clinical Testing: – VivaGel® – coated condom (accelerated program) – VivaGel®- “stand-alone” gel – HSV-2 prevention (genital herpes) – HIV prevention (AIDS) – Bacterial Vaginosis trial program to
Slide 8: VivaGel for the Prevention of STIs: Two Products in Development
For personal use only VivaGel® - for the Prevention of Sexually Transmitted Infections (STIs) Two Products in Development VivaGel®-Coated Condom VivaGel® Early opportunity Significance to SPL Main opportunity Anti-viral Condom coating Presentation Applicator + anti-viral gel >>A$100m (est.) Commerci
Slide 9: VivaGel Condom Coating License Agreement with Durex
SSL CEO Garry Watts: “innovation is key to SSL’s strategy to keep sales growing and consumers interested..” For personal use only VivaGel® Condom Coating License Agreement with Durex® Starpharma to receive: Condom Market - prior to SSL Russian Acquisition – royalties on SSL sales Total Sales: US$3
Slide 10: VivaGel-Coated Condom: Starpharma Income Scenarios
For personal use only VivaGel®-Coated Condom Starpharma Income Scenarios 35 Starpharma annual income 30 25 20 USD(M) 15 Vi vaG 10 el ® 5 0 low med high Fraction of SSL’s range coated with VivaGel® • Early opportunity Key Assumptions: •Global Branded Condom Market est: • Anti-viral Condom Coating US$
Slide 11: VivaGel – Microbicide for Prevention of HIV and Genital Herpes
For personal use only VivaGel® - Microbicide for the Prevention of HIV and Genital Herpes Product Topical vaginal microbicide Under development: Prevention of STIs in women Indications: Phase 2 (IND): HIV, genital herpes (HSV-2) and Bacterial Vaginosis Presentation: Applicator delivered Gel Active:
Slide 12: The Demand for a Microbicide
For personal use only The Demand for a Microbicide Barack Obama Professor David Baltimore Dr Peter Piot President, USA Nobel Prize Winner Executive Director, Authority on HIV UNAIDS “Topical microbicides, therefore, “Developing an effective represent a critical element in a “we are no closer to a mi
Slide 13: Commercial Opportunity for Microbicides
For personal use only Commercial Opportunity for Microbicides Estimated Market* for Microbicides in Industry surveys confirm strong Developed Countries consumer demand 7000 6000 Percentage of female US 5000 college students who would 30 - 40% Market Size (US$M) buy a microbicide effective 4000 again
Slide 14: VivaGel – Bacterial Vaginosis (BV)
For personal use only VivaGel® - Bacterial Vaginosis (BV) The Market Opportunity The most common vaginal infection worldwide 21 million women infected with BV in US, (as high as 51% in certain demographics); Causes unpleasant discharge & increased risk of HIV & other STIs (link to preterm birt
Slide 15: VivaGel Clinical Development Status
For personal use only VivaGel® Clinical Development Status Population In vitro In vivo In vivo Market Phase 1 Phase 2a Based efficacy efficacy safety entry efficacy • Currently in mid-stage clinical trials for HIV and Genital Herpes • 5 Clinical Trials in >200 people • Safe and well tolerated in hum
Slide 16: Dendrimers for Drug Delivery
For personal use only Dendrimers for Drug Delivery Capabilities of Starpharma’s Technology Attached Drug include: Molecule Improved efficacy of drugs Extension of drug half-life Reduced toxicity Active or passive targeting (e.g. EPR*) Product lifecycle management Drug Delivery Improved s
Slide 17: Dendrimers in Agrochemicals
For personal use only Dendrimers in Agrochemicals •• Extension Extensionof ofdrug drugdelivery deliverytechnology technology •• Valuable Valuablenew newopportunity opportunityfor fordendrimers dendrimers •• Agrochemicals Agrochemicalsmarket marketUS$124B US$124B(Pesticides (Pesticides US$35.8B) US$3
Slide 18: Financial Summary
For personal use only Financial Summary FY FY Starpharma Holdings Limited (17/5/10) 2009 2008 ASX Code SPL $M $M Level 1 ADR (OTCQX) SPHRY Royalty, customer & license Share Price SPL AUD 58.5c revenue 2.0 1.4 Shares on Issue 237.8M Grant, interest and other income 7.8 8.5 Market Capitalisation AUD ~
Slide 19: Value Drivers for Starpharma
For personal use only Value Drivers for Starpharma Get VivaGel® Condom coating to market Complete co-development with SSL plc Regulatory filings and approvals for VivaGel® coated condoms Commencement of royalty revenue estimated for CY11 Advance VivaGel® through clinical development Commence
Slide 20: Starpharma Holdings Limited contact
For personal use only Starpharma Holdings Limited ASX:SPL OTCQX:SPHRY Dr Jackie Fairley CEO +613 85322704 Further information: www.starpharma.com info@starpharma.com 19
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