Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — Shareholder Meeting (November 2024)
29 slides from Racura Oncology's shareholder meeting presentation, Nov 25, 2024
Slide 1: Race Oncology 2024 Chair's Address and AGM Presentation
ASX Announcement Race Oncology 2024 Chair’s Address and AGM Presentation 25 November 2024 – Race Oncology Limited (“Race”) is pleased to attach a copy of the Chair’s address and Annual General Meeting (AGM) presentation to shareholders. Dr Pete Smith, Executive Chair will provide the Chair’s address
Slide 2: Learn more at www.raceoncology.com
Learn more at www.raceoncology.com. If you have any questions on this announcement or any past Race Oncology announcements, please go to the Interactive Announcements page in our Investor Hub https://announcements.raceoncology.com Race encourages all investors to go paperless by registering their de
Slide 3: Chair's Address – Race Oncology 2024 AGM
25 November 2024 Chair’s Address – Race Oncology 2024 AGM Good afternoon and welcome to Race Oncology’s Annual General Meeting for the 2024 financial year. Joining me on stage from the Race Board today are: Managing Director and CEO, Dr Daniel Tillett and Non- Executive Director, Dr Serge Scrofani a
Slide 4: Chair's Address (continued)
Hoff is exceptionally well known in the industry, having been involved in the clinical development of numerous oncology drugs, including bisantrene in the 1980s. His willingness to work with us on RC220 is indicative of his undiminished enthusiasm for the molecule and he has already made numerous co
Slide 5: At the Heart of Cancer Care
N o v e m b e r 2 0 2 4 AT THE HEART OF CANCER CARE 2 0 2 4 A n n u a l G e n e r a l M e e t i n g 0 1 ASX: RAC | RACE ONCOLOGY LIMITED | ABN 61 149 318 749
Slide 6: 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 This presentation is not a prospectus, product disclosure statement or disclosure document for the purposes of the Co
Slide 7: 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. O F C A N C E R Key Data Race 12-month trading history C A R E ASX code RAC Share price $1.45 1 Market capitalisation $251.88m 1
Slide 8: Race Oncology Board
Race Oncology Board A T T H E H E A R T O F C A N C E R C A R E Dr Daniel Tillett PhD Dr Peter Smith PhD Dr Serge Scrofani PhD MBA Managing Director / CEO Executive Chair Non-Executive Director • Former CSO and Executive Director • >30 years' experience in healthcare • >28 years’ experience in healt
Slide 9: Race Oncology Management Team
Race Oncology Management Team A T T H E H E A R T O F C A N C E R C A R E Dr Daniel Tillett PhD Dr Michelle Rashford MBBS Dr Sophia Moscovis PhD Prof Michael Kelso PhD Dr Marinella Messina PhD Managing Director / CEO Chief Medical Officer Vice President Vice President of Research Vice President of O
Slide 10: Race Oncology Team
Race Oncology Team A T T H E H E A R T O F C A N C E R C A R E Dr Feroz Ahmad PhD Dr Rodney Cusack PhD MBA Sharon Sampath MScMed Michelle Huh MHP Dr Peter Cuthbertson PhD Emily Ryan BMedBiotech Senior Scientist II Senior Scientist IV Clinical Project Manager I Clinical Research Associate IV Scientis
Slide 11: 2024 – a year of significant progress
2024 – a year of significant progress A T T H E Preparing for our RC220 clinical trial; funded our planned programs, driving value for patients and shareholders H E A R T March 2024 March 2024 June 2024 June 2024 June 2024 June 2024 Associate Professor RC220 manufactured to FDA grants RC220: Identif
Slide 12: Ageing
Ageing Chemotherapy acceleration of ageing A T T H E H E A R T O F C A N C E R C A R E 8
Slide 13: Chemotherapy & accelerated ageing
9 A T T H E H E A R T O F C A N C E R C A R E accelerated ageing Chemotherapy &
Slide 14: Bisantrene & accelerated ageing
Bisantrene & accelerated ageing A T T H E H E A R T Genotoxic chemotherapies like anthracyclines O F cause extensive cellular damage and accelerates C A N C E R the ageing of all tissues and organs by 10 to 15 years C A R E Anthracycline cardiotoxicity is simply one aspect of the accelerated ageing
Slide 15: Anthracyclines
Anthracyclines Effective & enduring cancer drugs A T T H E H E A R T O F C A N C E R C A R E 11
Slide 16: Anthracyclines continue to be widely used
Anthracyclines continue to be widely used Lymphoma ABVD, CHOP/R-CHOP, DA-EPOCH-R, others Small-cell lung cancer CAV Breast cancer AC/AC-T, FAC/CAF, FEC, others Oesophageal cancer ECF, EOX Acute myeloid leukemia 7+3/DA, ADE Bladder cancer Acute lymphoblastic leukemia Mono (Epi), ECM, Dox + Hyper-CVAD
Slide 17: Anthracycline use is growing
Anthracycline use is growing1, 2, 3 A T T H E Estimated number of anthracycline doses used per year1 H E A R T O F C A N C E R 24.49 22.98 • According to Data Bridge Market 21.55 Research, global anthracycline usage is expected to increase by a C A R E 20.22 18.97 CAGR of 6.60% between 2023 and 17.7
Slide 18: Global anthracycline use
Global anthracycline use1 A T T H E H E A R T Global anthracycline usage1 FDA on label use2, 3 Off label use2, 3 O F Acute lymphocytic Ewing sarcoma Advanced Endometrial C A N C E R leukemia Cancer Acute nonlymphocytic Soft tissue sarcoma Uterine Sarcoma leukemia C A R E Acute myelogenous Bone sarco
Slide 19: RC220 Bisantrene
RC220 Bisantrene Building on the clinical legacy of bisantrene A T T H E H E A R T O F C A N C E R C A R E 15
Slide 20: 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 O F 471 patients across 9 Phase 2 & 3 Approved in France in 1988, but Lederle (Pfizer) ended C A N C E R clinical trials commercial development of bisantrene due to solubility issues Complete response
Slide 21: RC220 - Building on bisantrene's history
RC220 - Building on bisantrene’s history A T T H E H E A R T Race has… O F • Created RC220, a new formulation of bisantrene which is more soluble C A N C E R and can be delivered intravenously 1 • RC220 preserves the PK/PD properties of the earlier clinically C A R E validated formulations of bisant
Slide 22: Bisantrene market potential – world
Bisantrene market potential – world A T T H E H E A R T Annual revenue generic Annual revenue bisantrene doxorubicin - 20231 cardioprotection + anticancer2 O F C A N C E R C A R E US$1.5b US$7b Note: Forecasted revenue reflect a 50% reduction to the physician-stated adoption rate USD$100 base price/
Slide 23: Clinical Strategy
Clinical Strategy Generating clinical evidence of efficacy for c a r d i o & a c c e l e r a t e d a g e i n g p r o t e c t i o n , m 6A RNA & anticancer activity A T T H E H E A R T O F C A N C E R C A R E 19
Slide 24: Clinical pipeline
Clinical pipeline A T T H E H E A R T IND Phase Phase Phase Asset Indication Sponsor Discovery Next milestone(s) enabling 1 2 3 O F Chaim C A N C E R Sheba RC110 Phase 1/2 Successfully concluded in Acute Myeloid Leukaemia Medical July 20241 Centre, C A R E Israel Cardioprotection + ageing Ethics / g
Slide 25: RC220 Phase 1a/b Trial
RC220 Phase 1a/b Trial 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 doxorubicin use is indicated O F Size: 25-40 patients; up to 10 sites in Australia and internationally C A N C E R Sponsor: Race Oncology Primary endpoints: S
Slide 26: New m6A RNA molecule development
New m6A RNA molecule development A T T H E H E A R T • Race has successfully completed an FTO-targeted drug discovery program at Monash University’s Fragment Platform1 O F C A N C E R • 39 unique FTO protein-binding molecules identified using state-of-the-art NMR fragment screening C A R E • Identif
Slide 27: Key highlights of Race Oncology
Key highlights of Race Oncology A T T H E H E A R T Bisantrene – derisked & clinically proven anticancer drug offering ~80% chance of O F success - not ~3% common in oncology C A N C E R Solves real & significant health problem – accelerated ageing caused by chemotherapy, a C A R E rising issue due
Slide 28: Questions
Questions Race Oncology A T T H E H E A R T O F C A N C E R C A R E 24
Slide 29: Contact
Contact DANIEL TILLETT CEO/MD JANE LOWE Investor & Media Relations +61 2 8051 3043 +61 411 117 774 daniel.tillett@raceoncology.com jane.lowe@irdepartment.com.au www.raceoncology.com ASX: RAC | RACE ONCOLOGY LIMITED | ABN 61 149 318 749