Anatara Lifesciences Ltd · ASX:ANR
Anatara Lifesciences — Investor Presentation (July 2016)
33 slides from Anatara Lifesciences's investor presentation, Jul 11, 2016
Slide 1: ASX Release: Anatara Investor Presentation and Update
ASX Release Anatara Investor Presentation and Update For personal use only Key points: On track to lodge for regulatory approval for Detach™ in Australia Expanded executive team on board Targeting livestock focus past just pigs, to cattle & poultry Looking to attract new institutional intere
Slide 2: Contact details and About Anatara Lifesciences
For more information please contact: Investor inquiries Media inquiries Dr Mel Bridges Jane Lowe Chairman, Anatara Lifesciences IR Department For personal use only +61 (0) 413 051 600 +61 (0) 411 117 774 melbridges@parmacorp.com jane.lowe@irdepartment.com.au Dr Tracey Mynott CSO, Anatara Lifescience
Slide 3: Natural Alternative to Antibiotics
For personal use only Natural Alternative to Antibiotics July 2016
Slide 4: 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 5: Key Financial Details
Key Financial Details For personal use only ASX Code ANR Share Price $1.20 Market Cap $59.1 million Ordinary Shares 49,288,246 Current Cash $13.3 million 3
Slide 6: ANR Share Price Chart
ANR Share Price Chart For personal use only 4
Slide 7: 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 8: Need to combat anti-microbial resistance
Need to combat anti-microbial resistance For personal use only • Anti-microbial resistance is a worldwide threat to public health • Tens of thousands of people die every year because of antibiotic resistant bacteria – so called “Super Bugs” (USA CDC, WHO) • Antibiotic resistance is driven by antibio
Slide 9: Lead Indication – Pigs
Lead Indication – Pigs Diarrhoea affects hundreds of millions of piglets born each year For personal use only 7
Slide 10: Market Opportunity is clear
Market Opportunity is clear • Growing awareness of urgent need to combat anti-microbial resistance For personal use only • Demand for non-antibiotic treatments will rise as authorities act to restrict/ban use of antibiotics in farm animals • Global animal antibiotic market valued at ~ $4.63 billion
Slide 11: Consumer Pressure - Food Quality & Food Safety
Consumer Pressure - Food Quality & Food Safety For personal use only • McDonald's will stop buying chicken reared on antibiotics used in humans within two years (March 2015). • McDonald's is the largest restaurant chain in the world — this move had a major impact on other retailers and will now affe
Slide 12: Consumer Pressure
10 For personal use only Consumer Pressure
Slide 13: 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 14: Detach Mode of action
DetachTM Mode of action DetachTM does not target the pathogen For personal use only 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 15: Detach: Poised for swift market entry
Detach™ Poised for swift market entry For personal use only • Launch planned in Australia for 2017 • Has a clear path to market • Proven efficacy (therapeutic claims) • Proven safety - active ingredient is GRAS Current 50 kg scale (generally recognised as safe) (≈500,000 doses) • Manufacturing compl
Slide 16: Exclusive Option to license Detach for worldwide commercialisation with Zoetis
Exclusive Option to license Detach™ for worldwide commercialisation with Zoetis For personal use only • Aggressive program for evaluation of Detach™ in multiple livestock species • Zoetis will fund cost of validation trials • Upfront and subsequent cash payments • Further strengthens Anatara Balance
Slide 17: Zoetis at a glance
Zoetis at a glance For personal use only • Zoetis (zō-EH-tis) are the #1 global animal health company • 60+ years of experience in animal health • 120+ countries in which Zoetis products are sold • ~$5 billion annual revenue – 65% revenue from farm animal products – 34% revenue from companion animal
Slide 18: What Next? A Pipeline in a Product
What Next? Anatara - A Pipeline in a Product For personal use only • Other Detach™ presentations: – Livestock in-feed – Livestock in-water Potential product extensions for the core components of Detach™ Partnering Opportunities for: – Companion animals (cats & dogs – eg. atopic dermatitis) – Over-th
Slide 19: 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. 17
Slide 20: Human Applications: no product prevents all causes of GI diseases
Human Applications For personal use only • No product available that prevents all causes of GI diseases • Diversity of diarrhoea poses a difficulty for drug developers Gastro Related Disorders/Diseases • Inflammatory bowel disease (1.4 million in USA, 2.3 million in EU & Australia) • Irritable bowel
Slide 21: Upcoming Milestones
Upcoming Milestones For personal use only Third field trial starts 1st Partnering Deal Calf Calf trialstrials 2016/17 2017-2018 2016-2017 Chicken Chicken trialsTrials 2016/17 Animal Safety Trials Detach sales in Asia Submission of dossier to APVMA Human Partner EU and USA Field Trials to start USA
Slide 22: Anatara Investment Overview
Anatara Investment Overview For personal use only • Experienced Board and management team with proven track record • Lead product, DetachTM has a clear route to market: - Commercially validated and proven efficacy - Development strategy de-risked and revenues within 2 years • Well funded – sufficien
Slide 23: 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 21
Slide 24: 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 22
Slide 25: Intellectual Property
Intellectual Property For personal use only • PCT application filed (August 2015) • Second USA patent filed (August 2015) • 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 composit
Slide 26: Field Trial Summary
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 trial in So
Slide 27: First Australian Registration Trial – ANR 14-001
First Australian Registration Trial – ANR 14-001 For personal use only • 1200 sow farm had a history of problems with pre-weaning scour • Current approaches such as sow vaccines and antibiotics failed to control the problem • Trial was blinded, randomised and placebo controlled – Group 1 – DetachTM,
Slide 28: ANR 14-001 Field Trial – Key Results
ANR 14-001 Field Trial – Key Results For personal use only Detach™ reduced deaths • Detach reduced deaths by approximately 50% • 92% of Detach™ pigs weaned (or 20 more piglets) • 85% of control piglets weaned • Number of piglets weaned per litter is a KPI for the pork industry • Each weaned piglet h
Slide 29: ANR 14-001 Results
ANR 14-001 Results For personal use only DetachTM significantly reduced piglet mortality by 47.8% DetachTM reduced severe morbidity, or life threatening disease Table 1 – Pre-weaning morbidity and mortality Treatment No. Pigs Morbidity No. % Score 4* deaths mortality1 Detach™ 233 28 19 8.2% Untr
Slide 30: ANR 14-001 Results
ANR 14-001 Results For personal use only DetachTM increased the average weight of each piglet at Day 21 by 224 g (5.7%) Table 2 - Weight gains and ADG from Day 2 to Day 21 Treatment No. Pens Litter size Average Weight Gain (g) Average ADG (g/day) (Day 21) (min – max) (min – max) Detach 21 10.19 4,18
Slide 31: Second Australian Re-registration Field Trial – ANR 15-001
Second Australian Re-registration Field Trial – ANR 15-001 For personal use only • Grower facility had a history of problems with post-weaning disease due to E. coli • Trial was blinded, randomised and placebo controlled – Group 1 – DetachTM, 20 pens (280 piglets) – Group 2 – Control, 20 pens (280 p
Slide 32: ANR 15-001 Results
ANR 15-001 Results For personal use only Table 1 – Scour morbidity and mortality Treatment No. Pigs Scour Scour No. frequency severity deaths Detach™ 280 89 96 0 Untreated 280 152 173 4 % reduction 41.4%* 44.5%* *p<0.02 Table 2 - Weight gains and ADG from Day 21 (weaning) to Day 49 Treatment No. Pen
Slide 33: Competition and Limitations
Competition and Limitations For personal use only Description Example Limitations Trimethoprim/sulfadoxine, 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 En
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