Orexo Ab · OMXSTO:ORX
Orexo Ab — Shareholder Meeting (April 2022)
21 slides from Orexo Ab's shareholder meeting presentation, Apr 21, 2022
Slide 1: Ready to capitalize on a stronger platform
Annual General Meeting 2022 1 Ready to capitalize on a stronger platform April 21 2022 Orexo supports the UN’s Agenda 2030 with a focus on: 1
Slide 2: Legal disclaimer
LIFE SCIENCE INVESTOR CONFERENCE - CPH 2 Legal disclaimer • This presentation, which is personal to the recipient, has been prepared and produced by Orexo AB (publ) (“Orexo”) solely for the benefit of investment analysis and may not be used for any purpose other than assessment of investments concer
Slide 3: Orexo in brief
3 Orexo in HQ & Pipeline brief Development of improved drugs based on well-known substances combined with innovative proprietary Drug Delivery technologies, such as amorphOX™. US Pharma Commercial US Pharma platform since 2013, incl. market access team and sales representatives who on a daily basis
Slide 4: Strategic milestones achieved in 2021
4 Strategic milestones achieved in Developed a high-dose overdose rescue Developed amorphOX™, a new drug delivery neartime medication (OX124) targeting a large unmet platform that will form the backbone of future drugs to build a need in the USA stronger & broader Orexo Established a new Advanced ph
Slide 5: A transformative year building for future growth
5 2021 – Group net revenues US Pharma net revenues A transformative 565 524 SEK M SEK M year building for future growth EBITDA US Pharma EBIT –161 278 SEK M SEK M • Significant investments in establishing digital therapeutics business and development of OX124 Cash position US Pharma EBIT margin 504
Slide 6: HQ & Pipeline
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Slide 7: Product portfolio and development pipeline
7 Product portfolio and development pipeline Pharmaceuticals Phase Approved and/or Launched Product/ Project Exploratory Preclinical Registration 1 2 3 US EU RoW ZUBSOLV® Opioid Use Disorder/ sublingual platform Abstral® Breaktrough Cancer Pain/ sublingual platform Edluar® Insomnia/ sublingual platf
Slide 8: Overdose deaths annually have surpassed 100,000
8 Overdose deaths annually have surpassed 105 000 75 % are caused by opioids, of which 86% can be attributed to use of synthetic opioids such as fentanyl. 12-month ending provisional number of drug overdose deaths in the US1 120 000 100 000 80 000 “Giana made the switch 60 000 to heroin, and it was
Slide 9: OX124 – targeting a > USD 440 million market
9 OX124 – targeting a > USD 440 million market The unmet need With a significant rise among people in the US that are overdosing, due to increased misuse of highly potent synthetic opioids, such as fentanyl, the need for new and more powerful rescue medications has never been greater Our aim Orexo h
Slide 10: OX124 - better PK profile than Narcan Nasal Spray
10 OX124 - better PK profile than Narcan® Nasal Spray Exploratory PK study in healthy volunteers showed to be faster, stronger & more longer-acting vs the market leader Plasma concentration Expected patient benefit OX124 Narcan® Nasal Spray Time
Slide 11: US Pharma
11 US Pharma 11
Slide 12: ZUBSOLV added to NY State Medicaid Preferred Drug List
12 ZUBSOLV® Operational update Development 1 QoQ (Q421) High level comments +/– added to Field force started MODIA™ awareness Overall -4% Open segment2 -2% + 45% growth in Kentucky Medicaid NY State campaign to ZUBSOLV® customers UHG & Humana -5% + Good QoQ growth in several other several Medicaid
Slide 13: Multiple drivers for future growth
13 Multiple drivers 1 2 for future growth Covid-19 effects likely to Multiple comprehensive diminish improving patient activities on-going on federal In 2021 total market growth of 8%, access to care and Orexo and state levels will increase a slowdown vs previous double-digit access to customers acc
Slide 14: Digital Therapeutics
14 DTx in brief Subsection of digital health Evidence-based therapeutic intervention Prevent, manage, or treat a medical disorder or disease Particularly applicable in the Digital mental illness & addiction space Standalone or along Therapeutics with pharma treatment Available 24/7 14
Slide 15: Strong underlying trends will force the DTx market to gain traction
15 Strong underlying trends will force the DTx market to gain traction Healthcare systems challenged Widespread technology acceptance Aging population and sky-rocketing Covid-19 has further pushed forward the costs are forcing the healthcare ongoing tech revolution and the use of providers to rethin
Slide 16: Clinically proven DTx in collaboration with GAIA AG
16 Clinically proven DTx in Instructions for Opioid dependence Alcohol misuse Depression use collaboration Ongoing randomized Evaluated in 1 Evaluated in 13 with GAIA AG Clinical clinical trial, randomized clinical randomized clinical evidence1 trial, trials, 400 patients > 600 patients > 2.800 pati
Slide 17: What to expect from DTx?
17 What to Continued focus on Pull through existing Continued launch of expect from new partnerships partnerships MODIA™ DTx? Leveraging learnings from vorvida® & deprexis® will As the MODIA™ awareness Trinity Health to expand be available on Walgreens campaign is finalized number of partnersh
Slide 18: Sustainability & future growth drivers
18 Sustainability & future growth drivers 18
Slide 19: Orexo improves the lives of people
19 Orexo improves the lives of people Focus areas building a foundation for Orexo´s contribution to a more sustainable world Innovation & Partnership Sustainable People We recognize the importance of access Orexo shall offer a safe and healthy to good healthcare and we are working workplace where ev
Slide 20: Strong value drivers for long-term growth
20 Strong value 1 2 drivers for long-term Addresses large and growing markets Pipeline targeting large medical needs growth 3 4 5 Commercial Strong cash Entering digital presence in the US generation from US therapeutics, a new with comprehensive Pharma to finance evidence-based synergies growth fro
Slide 21: Thanks
21 Thanks Orexo is listed on the Nasdaq Stockholm Mid Cap (ORX) and is available as ADRs on OTCQX (ORXOY) in the US