Anatara Lifesciences Ltd · ASX:ANR
Anatara Lifesciences — Non-Deal Roadshow (October 2016)
29 slides from Anatara Lifesciences's roadshow presentation, Oct 13, 2016
Slide 1: ASX Release: Anatara Investor Presentation
ASX Release Anatara Investor Presentation For personal use only BRISBANE, 13th October 2016: Anatara Lifesciences (ASX:ANR) is pleased to release its latest institutional roadshow presentation and market update that will be delivered to investors over the next two weeks by CEO & Chairman, Dr Mel Bri
Slide 2: Natural Alternative to Antibiotics
For personal use only Natural Alternative to Antibiotics October 2016
Slide 3: Disclaimer
Disclaimer For personal use only The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Anatara Lifesciences Ltd, ACN
Slide 4: Key Financial Details
Key Financial Details For personal use only ASX Code ANR Share Price1 $1.19 Market Cap $58.7 million Ordinary Shares2 49,288,246 Current Cash3 $13.8 million 1. As at 12 October 2016 2. 13,036,095 shares held by directors, other related parties, and persons who have received shares from these parties
Slide 5: ANR Share Price Chart
ANR Share Price Chart For personal use only 4
Slide 6: Oral therapeutics for gastrointestinal disease in livestock and humans
Oral therapeutics for gastrointestinal disease For personal use only in livestock and humans Detach™ • Natural, non-antibiotic therapeutic that prevents and treats gastrointestinal diseases including diarrhoea • Meets the need to reduce antibiotics in animal production • Unlike antibiotics, Detach™
Slide 7: Market Need – Anti-microbial resistance
Market Need – Anti-microbial resistance ‘the greatest and most urgent global risk’ For personal use only • United Nations convened a high level meeting on anti-microbial resistance on 21 Sept 2016, calling AMR “the greatest and most urgent risk” • Around 700,000 people die per year from antibiotic r
Slide 8: Lead indication – pigs
Lead indication – pigs Diarrhoea affects hundreds of millions of piglets born each year For personal use only Millions of piglets weaned per year 20% more piglets die before weaning due to health issues 7
Slide 9: Market Opportunity is clear
Market Opportunity is clear For personal use only • DetachTM addresses a major need • Global animal antibiotic market valued at ~ $4.63 billion in 20141. Production animals 70%. Pigs lead by market share of 25%. • Pork is #1 consumed meat in the world • Global demand for meat is rising. More than 85
Slide 10: Market Drivers
Market Drivers For personal use only • World authorities are banning growth promoting antibiotics and restricting prophylactic antibiotics in animal production • Consumers want their meat to be safe • Retailers are demanding antibiotic free produce • McDonald’s, Subway and hundreds of other global f
Slide 11: Anatara – A solution
Anatara – A solution For personal use only • Detach™ is an orally administered non- antibiotic anti-infective • Proven efficacy – evidence-based therapeutic claims • Proven safety - active ingredient is a natural plant based product • Broad acting against a range of causes of diarrhoea • Stable - do
Slide 12: Detach Mode of action
DetachTM Mode of action For personal use only DetachTM does not target the pathogen DetachTM acts on the underlying cause of diarrhoea Anti‐inflammatory opportunities 1. Chandler and Mynott. 1998. Gut 43:196-202. 2. Mynott, et al., Gut 38:28-32. 3. Mynott, et al. 1997. Gastroenterol. 113:175-184. 4.
Slide 13: Detach: Poised for swift market entry
Detach™ Poised for swift market entry For personal use only • Registration application submitted to the APVMA • Launch planned in Australia for 2017 • A clear path to market Current 50 kg scale (≈500,000 doses) • Proven efficacy (therapeutic claims) • Proven safety - active ingredient is GRAS (gener
Slide 14: Commercialisation Strategy
Commercialisation Strategy For personal use only Livestock • Market - Anatara will market DetachTM in Australia and NZ directly to pork producers – a heavily consolidated industry • Supply - Detach™ will be supplied in Australia via pre-existing distribution channels • Partner - Co-development and c
Slide 15: Exclusive Option to license Detach with Zoetis
Exclusive Option to license Detach™ for worldwide commercialisation with Zoetis For personal use only • Zoetis (zō-EH-tis) are the #1 global animal health company • ~$5 billion annual revenue, ~$26 billion market cap Option: • Aggressive program for evaluation of Detach™ in multiple livestock specie
Slide 16: Competition and Limitations
Competition and Limitations For personal use only Description Example Limitations Trimethoprim/sulfadiazine, Contributes to AMR/residues Antibiotics Neomycin, Lincospectin Not effective against viruses ($0.31 to $3.50/pig) Antimicrobial resistance Zinc Oxide Antimicrobial (widely used although not E
Slide 17: Human Applications
For personal use only Human Applications There are 4 billion episodes of diarrhoea in the world annually. Diarrhoea is the second cause of death in children under 5 years, and the leading cause of malnutrition. 16
Slide 18: Anatara technology – for humans
Anatara technology – for humans For personal use only • Several different product opportunities based on modified forms of Bromelain-Rx • These products could be used to treat several human gastrointestinal conditions, such as: • Diarrhoea • Inflammatory bowel disease and • Irritable bowel syndrome
Slide 19: Human gastro related disorders/disease
Human gastro related disorders/disease For personal use only 18
Slide 20: Detach - From pigs to people
DetachTM - From pigs to people For personal use only Formulation Development 19
Slide 21: Detach for Humans: Status
DetachTM for Humans For personal use only Status • Mode of action clearly understood, based on decades of research • Pre-clinical efficacy database is very strong due to leverage of DetachTM data from pig studies • Proof of concept in several animal models • Confirmed efficacy in rabbit models with
Slide 22: Human Development Program underway
Human Development Program underway For personal use only La Trobe University, Melbourne collaboration • Advances Anatara’s pipeline of products to treat gastrointestinal and inflammatory diseases in humans • Program includes the production, validation and pre-clinical evaluation of specific componen
Slide 23: Key Milestones
Key Milestones For personal use only Status USA Fee Waiver Granted complete Pork CRC Partnership complete Meet with FDA/CVM and EU regulators complete New patents filed complete Australian Field Trials complete 1st Partnering Deal complete Animal Safety Trials (TAS study) complete Submit Dossier to
Slide 24: Anatara Investment Overview
Anatara Investment Overview For personal use only • Experienced Board and management team with proven track records • Seasoned Operational Team: – Regulatory – Experienced Australia, EU and USA team – Manufacturing - TGA and APVMA licensed GMP facility. FDA audited. – Clinical Trials – Experienced t
Slide 25: Thank you
For personal use only Thank you “With the world’s meat production needs set to rise 100% by 2050, it is important we act now to develop non-antibiotic treatment options.” Dr Mel Bridges, Chairman – Anatara Lifesciences 24
Slide 26: Questions
Questions For personal use only Dr Mel Bridges, CEO, Chairman & Co-founder mbridges@anataralifesciences.com +61 413 051 600 Dr Tracey Mynott, CSO & Co-founder tmynott@anataralifesciences.com +61 405 050 113 25
Slide 27: Intellectual Property
Intellectual Property For personal use only • PCT application filed (August 2015) • Second PCT application filed (August 2016) • Solid patent strategy in place for further patents to be filed in major territories • Claims cover the Detach™ formulation, as well as use of the active ingredient and com
Slide 28: Detach Field Trial Summary
DetachTM Field Trial Summary For personal use only Previous Trials • 20 positive field trials on commercial farms • Detach™ safe and effective in several thousand piglets Registration Trials • Successful trial in Spain (ANR 12-001) • Successful trial in Northern Victoria (ANR 14-001) • Successful tr
Slide 29: Target Animal Safety Study
Target Animal Safety Study For personal use only • GLP Target Animal Safety (TAS) Study in 2 day old piglets • Study provides detailed safety data for piglets and humans • 40 piglets (n=10 per group, 4M:4F) administered 0x (placebo), 1 x, 3x and 5x the recommended dose every 3-4 days for three weeks
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