Adalta Ltd. · ASX:1AD
Adalta — ShareCafe Small Cap Hidden Gems Webinar (March 2023)
21 slides from Adalta's conference presentation, Mar 2, 2023
Slide 1: ASX Announcement: AdAlta presents at ShareCafe Hidden Gems webinar
2 March 2023 ASX Announcement ADALTA PRESENTS AT SHARECAFÉ HIDDEN GEMS WEBINAR For personal use only MELBOURNE Australia 2 March 2023: AdAlta Limited (ASX:1AD), the clinical stage drug discovery company developing novel therapeutic products from its i-body platform is presenting at the ShareCafe Sma
Slide 2: About AdAlta
AdAlta has completed Phase I clinical studies for its lead i-body candidate, AD-214, that is being developed for the treatment of Idiopathic Pulmonary Fibrosis (IPF) and other human fibrotic diseases for which current therapies are sub-optimal and there is a high unmet medical need. AdAlta has a sec
Slide 3: Next generation protein therapeutics: doing what antibodies cannot
For personal use only Next generation protein therapeutics: doing what antibodies cannot Tim Oldham PhD, CEO and Managing Director, AdAlta (ASX:1AD) Share Cafe, 3 March 2023
Slide 4: AdAlta business and focus
Investor presentation – February 2023 2 AdAlta business and focus For personal use only Purpose: to go where antibodies cannot High-value therapeutic product pipeline by deploying platform where traditional antibodies are ineffective Discovery business Product development business Fibrosis/inflammat
Slide 5: AdAlta's customer value proposition: high value therapeutics for difficult targets
Investor presentation – February 2023 3 AdAlta’s customer value proposition: high value therapeutics addressing difficult targets for challenging diseases For personal use only Antibodies cannot do everything! AdAlta’s i-bodies are a differentiated drug discovery platform for difficult diseases Fibr
Slide 6: AdAlta's pipeline so far
Investor presentation – February 2023 4 AdAlta’s pipeline … so far For personal use only Discovery Non-clinical Clinical Indication Target Product Partner (route) Lead IND Discovery Preclinical Phase I Phase II optimisation enabling Lung fibrosis Available (IV/inhaled) to license Available AD-214 Ki
Slide 7: Powerful discovery platform: i-bodies
For personal use only Powerful discovery platform: i-bodies
Slide 8: i-bodies allow high affinity, high specificity binding to intractable targets
Investor presentation – February 2023 6 i-bodies allow for high affinity, high specificity binding to targets that are intractable for traditional antibodies For personal use only Small Antibodies i-bodies Flexible, modular formats Molecules Current strategic focus CAR cell therapy ADC/ radiotherape
Slide 9: AD-214 program
For personal use only AD-214 program 7
Slide 10: About Idiopathic Pulmonary Fibrosis (IPF)
Investor presentation – February 2023 9 About | Idiopathic Pulmonary Fibrosis (IPF) For personal use only Scaring of the lungs irreversibly reduces lung function >300,000 people living with IPF; 40,000 people die every year 3.8 years median survival Two current therapies sell for $3b per year … … de
Slide 11: AD-214 efficacy validated in IPF mouse model; safety in Phase I
Investor presentation – February 2023 9 AD-214 efficacy validated in IPF mouse model; safety and target engagement in Phase I For personal use only AD-214 inhibited development of lung fibrosis in a mouse AD-214 was well tolerated in Phase I clinical trials and model at a wide range of doses and dos
Slide 12: AdAlta is actively partnering AD-214 while preparing for Phase II
Investor presentation – February 2023 10 AdAlta is actively partnering AD-214 while preparing for Phase II For personal use only Compelling preclinical data in hand or emerging showing Next steps AD-214 improves outcomes in four key indications Planning and preparing for Phase II IV clinical trials
Slide 13: Pharma companies continue to see value in fibrosis assets: IPF examples
Investor presentation – February 2023 11 Pharma companies continue to see value in fibrosis assets: IPF examples For personal use only Date Licensor/target Licensee/acquirer Transaction Terms Clinical Phase US$80m Upfront Aug-22 2 (Ready) US$620m Milestones Nov-21 US$254m Upfront 2 (Ready) Nov-21 €3
Slide 14: Co-developed immuno-oncology discovery programs: i-CAR-T
For personal use only Co-developed immuno-oncology discovery programs: i-CAR-T 12
Slide 15: About CAR-T therapies
Investor presentation – February 2023 13 About CAR-T therapies For personal use only CAR-T therapies are providing new hope for cancer patients Therapy involves re-engineering patient’s own immune cells so they “see” cancer as a pathogen 6 FDA-approved CAR-T therapies since 2017 … but so far only fo
Slide 16: i-CAR-T assets: Carina co-development collaboration status
Investor presentation – February 2023 14 i-CAR-T assets: Carina co-development collaboration status For personal use only AdAlta and Carina are combining i-bodies and a world class CAR-T platform to create i-CAR-Ts that could offer improved precision, performance and persistence i-body enabled CAR-T
Slide 17: i-CAR-T: Valuable cell therapy partnering potential
Investor presentation – February 2023 15 i-CAR-T: Valuable cell therapy partnering potential at pre-clinical proof of concept For personal use only No. of Upfront payment Deal Value Upfront/target Deal value/target Date Licensee Licensor assets (US$m) (US$m) (US$m) (US$m) Jun-22 2 60 1460 30 730 Jul
Slide 18: The investment opportunity
For personal use only The investment opportunity 16
Slide 19: Strategy and upcoming milestones to create and crystallise value
Investor presentation – February 2023 17 Strategy and upcoming milestones to create and crystallise value For personal use only Strategy Milestone Impact Realise the Manufacture toxicology material (H1’23) Ph II enabling, shortest timeline for partners value of Preclinical lung, kidney, eye data (Q1
Slide 20: Investment proposition
Investor presentation – February 2023 18 Investment proposition For personal use only Fibrosis/inflammation Immuno-oncology AD-214: Phase II and partnering 2 co-development collaborations i-body platform to create value >$3b market potential in first indication1 (4 programs) Delivering high value th
Slide 21: Contact
For personal use only Contact: Tim Oldham, CEO and Managing Director enquiries@adalta.com.au www.adalta.com.au
AdAlta — ShareCafe Small Cap Hidden Gems Webinar (March 2023) on 6ix