Acrux Limited · ASX:ACR
Acrux — Investor Presentation (December 2024)
23 slides from Acrux's investor presentation, Dec 5, 2024
Slide 1: ASX Release: Investor Presentation
ASX Release Investor Presentation Melbourne, Australia; 5 December 2024 Acrux Limited (ASX:ACR, “Acrux” or the “Company”), is pleased to update its investor presentation. The Investor presentation has been updated following the FDA approval of Nitroglycerin Ointment, 0.4% as well as the Company’s an
Slide 2: Capital Raising and Investor Presentation
Capital Raising and Investor Presentation December 2024 Acrux is a specialty pharmaceutical company focused on the development and commercialization of topically applied pharmaceutical products
Slide 3: Disclaimer
Disclaimer This presentation contains forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, ‘estimates’, ‘expects’, or ‘intends’ and other similar words that involve risks and uncertainties. These statements are based on an assessment of present economic and op
Slide 4: Acrux is a leader in the development of topically applied prescription pharma products
Acrux is a leader in the development of topically applied prescription pharma products Founded in 1998 with a 25+ year Skills and competence to meet Network of Contract Development and Commercial licensees have track record with US NDA, US complex US FDA Product Manufacturing Organisations (CDMO) co
Slide 5: Corporate Overview
Corporate Overview Key Data Key Shareholders Acrux over 12 months Ticker ASX: ACR Phillip Asset Management Ltd 10.95% Market capitalisation $15.7 million (Bioscience Managers) 52 week range $0.035 - $0.099 Share price $0.054 Top 20 34.60% shareholders Shares on issue 290.7 million 30 Sept. cash bala
Slide 6: Acrux leadership
Acrux leadership Ross Dobinson Michael Kotsanis Joanna Johnson Chairman Chief Executive Officer CFO / Company Secretary • 30+ years of experience in investment • 30+ years of experience in the global • Chartered Accountant with 25+ years of banking and stockbroking pharma markets experience in senio
Slide 7: Acrux growth platform
Acrux growth platform Through investment in our pipeline, Acrux has proven its capability to develop, receive approval for and monetise topical dru gs Targeting topical drugs 8 generic 40 Identified topical drugs, each A$20m* in 3 revenue generating 1 product >US$100m in sales products in total reve
Slide 8: Long term growth model Facilities and Capabilities
Long term growth model 1 2 3 4 Facilities and Capabilities Generic Development Product FDA review drug and tech launch identification and approval via licensing R&D focus - onsite laboratories and GMP transfer deals licensed facility FDA remote regulatory assessment and inspected by TGA Early develo
Slide 9: Acrux topical product portfolio
Acrux topical product portfolio Acrux’s objective is to develop a diversified, on-market portfolio of products generating a sustainable revenue stream Revenue Under FDA Development generating Approved* review phase Evamist® 8 topical Prilocaine/ (estradiol) Topical Efinaconazole Dapsone 7.5%, Nitrog
Slide 10: Acrux revenue is generated through long term commercial relationships
Acrux revenue is generated through long term commercial relationships Commercial Padagis – is the generic pharmaceutical leader in topicals in the United States Partners in the TruPharma - is a US focused partner for the sale, marketing, and distribution of United States: prescription pharmaceutical
Slide 11: Market for topically applied pharmaceuticals
Market for topically applied pharmaceuticals Topical pharmaceuticals represents a US$21 billion market in the United States. The market size for topically applied pharmaceutical products is US$21 billion* Different competitive dynamics to other market segments as fewer developers and manufacturers h
Slide 12: Acrux can target a significant number of topically applied pharmaceuticals
Acrux can target a significant number of topically applied pharmaceuticals US$21 billion* market has a broad range of development targets for topically applied pharmaceuticals Acrux is focussed on the specialty Application site >US$100m US$50m-100m US$10m-50m TOPICAL DERMATOLOGICALS 13 11 81 sector
Slide 13: Acrux portfolio – addressable market is over $1.2 billion
Acrux portfolio – addressable market is over $1.2 billion* Acrux products are targeting topical markets with limited competition US$64 million US$268 million 0 marketed generics (ANDAs) 1 marketed generics (ANDAs) 2 marketed generics (ANDAs) US$702 million 3 marketed generics (ANDAs) 5 marketed gene
Slide 14: Marketed Product – Prilocaine 2.5%, Lidocaine 2.5%, Cream
Marketed Product – Prilocaine 2.5%, Lidocaine 2.5%, Cream Topical anesthetic for use on normal intact skin for local analgesia, or, genital mucous Key Milestones Indication membranes for superficial minor surgery and as pretreatment for infiltration anesthesia. In house formulation Completed and ana
Slide 15: Marketed Product – Dapsone 5%, Gel
Marketed Product – Dapsone 5%, Gel Indication The topical treatment of acne vulgaris Key Milestones Addressable market US$15.8 million In house formulation Completed and analytical phase Approved and marketed generics (ANDAs) 5 Technical transfer to Completed Compare Acrux product to reference drug
Slide 16: Product pending launch – Dapsone 7.5%, Gel
Product pending launch – Dapsone 7.5%, Gel For the topical treatment of acne vulgaris in Indication patients 9 years of age and older Key Milestones Addressable market US$37.4 million In house formulation Approved and marketed generics (ANDAs) 5 Completed and analytical phase Compare Acrux product t
Slide 17: Product pending launch – Nitroglycerin 0.4%, Ointment
Product pending launch – Nitroglycerin 0.4%, Ointment For the treatment of moderate to severe pain Indication associated with chronic anal fissure Key Milestones Addressable market US$23.2 million In house formulation Approved and marketed generics (ANDAs) 1 Completed and analytical phase Compare Ac
Slide 18: Marketed Product – Evamist Estradiol Spray
Marketed Product – Evamist® Estradiol Spray Treatment of Moderate to Severe Vasomotor Indication Symptoms due to Menopause Key Milestones Addressable market (transdermal products) US$437 million In house formulation Completed Approved and marketed generics (ANDAs) 0 and analytical phase Technical tr
Slide 19: Pipeline Investment
Pipeline Investment Building upon a current US market size in excess of A$150M across the 5 commercialised products and soon to be launched products in FY25* Pipeline products Currently drive revenue investing in 8 growth in FY25 pipeline products and beyond Add new projects as pipeline products are
Slide 20: Acrux track record of developing and commercialising products
Acrux track record of developing and commercialising products 2 recent launches in the United States, 2 more launches planned Total revenue generated A$20M* 1 product currently under evaluation by the FDA and 1 recently approved FDA approval of 6 products since 2021 Strong pipeline of products under
Slide 21: Capital Raise Plan
Capital Raise Plan Dispatch of SPP offer booklet and opening date of Trading Halt 3 December 2024 6 December 2024 SPP offer Placement bids due 4 December 2024 Closing date of SPP offer 18 December 2024 ASX announcement on placement Announcement of results of SPP 23 December 2024 5 December 2024 & re
Slide 22: Capital Raise Offer – to raise $4.65 million via a $2.65m Placement and $2m SPP
Capital Raise Offer – to raise $4.65 million via a $2.65m Placement and $2m SPP • A Placement to sophisticated and professional investors of $2.65 million comprising: • The issue of approximately 71,428,571 new ordinary fully paid Acrux shares (New Shares) utilizing the Company’s capacity unde r 7.1
Slide 23: Connecting with Acrux
Connecting with Acrux www.acrux.com.au ASX: ACR info@acrux.com.au Follow Acrux +61 3 8379 0100 on LinkedIn