Adocia Sa · EURONEXT:ADOC
Adocia Sa — LSX Investival (November 2023)
23 slides from Adocia Sa's conference presentation, November 2023
Slide 1: Innovative Solutions: From Diabetes to Obesity
Innovative Solutions: From Diabetes to Obesity Olivier Soula, CEO November 2023
Slide 2: Forward-looking statements
Forward-looking statements This corporate presentation (the “Presentation”) has been prepared by ADOCIA S.A. (the “Company” and, together with its subsidiary, the “Group”) and is provided for information purposes only. It is not for promotional use. References herein to the Presentation shall mean a
Slide 3: Adocia at a glance
Adocia at a glance Mission: Development of innovative formulations of approved peptides and novel cell 1 therapy technology for diabetes and obesity Business model: Licensing-out/Partnering our products and technologies after 2 proof of concept in animal and/or human model 2 partnerships with large
Slide 4: Long track record of delivering innovations in hormonal treatments
Long track record of delivering innovations in hormonal treatments Gérard Soula Olivier Soula Valérie PhD, MBA PhD, MBA Danaguezian President CEO Chief Financial Officer Co-founder Co-founder Jérémy Benattar Rosy Eloy PharmD, Eng MD Marketing & Strategy Chief Medical Officer Director • Co-founded by
Slide 5: Adocia, a pure play innovator dedicated to diabetes and obesity patients
Adocia, a pure play innovator dedicated to diabetes and obesity patients Exclusive negotiation rights granted (ongoing) M1Pram Hormonal combination for obesity and diabetes, Asia & other territories reduces weight, maintains glycemic control US & EU looking for partner BC Lispro Faster profile for
Slide 6: Diversified pipeline built for partnerships
Diversified pipeline built for partnerships Preclinic Phase 1 Phase 2 Phase 3 Status / Upcoming milestones Partner Diabetes Asia & other Ph 3 in China: Recruitment almost completed territories BC Lispro Ultra-Rapid Insulin Phase 3 in USA and EU ready to start* Looking for partner Insulins Combinatio
Slide 7: BC Lispro and BC Combo partnered with Tonghua Dongbao
BC Lispro and BC Combo partnered with Tonghua Dongbao 7 7
Slide 8: Tonghua Dongbao: the right partner in China
1. Data THDB 2. June 2022 3. Asia and other territories Tonghua Dongbao: the right partner in China 78% $3bn 200 million people with of revenue diabetes in Market from covered Cap2 insulin1 territories3 Adocia presentation _ October 4th, 2023 8 8
Slide 9: BioChaperone Lispro, a best-in-class ultra-rapid insulin
BioChaperone Lispro, a best-in-class ultra-rapid insulin Better efficacy profile for less hyper- and Licensed to Tonghua Dongbao for China and other less hypoglycemia Asian territories: Good tolerance for optimized daily use • $15m (upfront + milestone) Full range of strengths (U100 & U200) • $30m m
Slide 10: BioChaperone Combo, a combination of glargine and lispro
BioChaperone Combo, a combination of glargine (Lantus) and lispro (Humalog), the two-gold standard basal and rapid insulins 1 Product ensuring basal AND prandial control Licensed to Tonghua Dongbao for China and other Simple territories2: Affordable • $40m upfront Limited number of injections • $50m
Slide 11: M1Pram: Insulin & Amylin analogs combination
M1Pram Insulin & Amylin analogs combination Breakthrough treatment to address the unmet medical need of overweight people living with diabetes 11 11
Slide 12: Beta cells, producing both insulin and amylin, are absent in people under intensive insulin therapy
Beta cells, producing both insulin and amylin, are absent in people under intensive insulin therapy (T1D/T2D) With Beta Cells Without Beta Cells Meal Meal Glucagon is dysregulated in the Normal pattern absence of amylin and insulin Insulin Level of secretion Level of secretion (relative scale) (rela
Slide 13: M1Pram has demonstrated exceptional weight loss while maintaining glycemic control
M1Pram has demonstrated exceptional weight loss, while maintaining an optimized glycemic control in obese T1D Change from baseline -0.57 kg (-0.74%), N=9 in BW at W16 for comparators - in T2D, with basal insulin: • Ozempic (semaglutide1) - 4.55 kg vs. - 1.08 kg • Mounjaro (tirzepatide2) -5.56 kg (-5
Slide 14: M1Pram: potential first line treatment for people with obesity under Intensive Insulin Therapy
M1Pram: potential first line treatment for people with obesity under Intensive Insulin Therapy Huge & Growing Price parity Unmet Chronic & with GLP1 Blockbuster patient Medical Vital reservoir Need treatment $1,000/month potential (US) 40 million 14 14
Slide 15: M1Pram development plan & key value inflexion points
M1Pram development plan & key value inflexion points Sanofi has acquired for €10m a time-limited exclusive right to negotiate a worldwide licensing transaction Next development steps Phase 2b results in T1D and Phase 3 readiness Phase 2 Proof-of-Concept - Clinical batches, IND and filing Exceptional
Slide 16: AdoShell Islets
AdoShell® Islets Immunoprotective scaffold for islets of Langerhans transplantation to cure Type 1 Diabetes 16 16
Slide 17: AdoShell Islets: the promise of cell therapy without immunosuppression
AdoShell® Islets: the promise of cell therapy without immunosuppression • Cell therapy by Islets transplantation is approved by authorities • BUT its application is limited due to: • Heavy immunosuppressive drugs • Grafted cells are not removable in case of body reaction • Adocia is developing AdoSh
Slide 18: AdoShell: Immunoprotective hydrogel for cell therapy
AdoShell®: Immunoprotective hydrogel for cell therapy Biocompatible polymers Immuno-isolation Ab, T cells Large entities > 10 nm + + Laparoscopy AdoShell® Islets Free diffusion Oxygen, Glucose, Insulin Small entities < 5 nm Insulin-secreting 132-day study in diabetic cells immunocompetent rats Pancr
Slide 19: AdoShell Islet development plan & key value inflection point
AdoShell® Islet development plan & key value inflection point Partnering IP generation Preclinical POC with Adocia files a patent on a hydrogel scaffold human islets for cell therapy in the treatment of T1D in diabetic mice 2021 2022 2023 2024 First-in-Human Efficacy evidence in animal Oral presenta
Slide 20: Financials & Conclusions
Financials & Conclusions 20 20
Slide 21: Key financials
Key financials • Financial position - end of September: Shareholder ownership Oct. 31, 2023 • Cash position: 16.8m€ • Indebtedness: 5.6 m€ (PGE debt maturing Aug. 2026) • No convertible nor warrant pending Soula & Employees Pool Free float 66,8% 15,4% • Listed on Euronext Paris (ADOC): • 14 million
Slide 22: Major transformative value inflexion points expected over 2024/2025
Major transformative value inflexion points expected over 2024/2025 2024 2025 1. Solid partnership • BC Lispro: Completion Ph3 in China • BC Lispro: Marketing authorization in with Tonghua China Dongbao • BC Combo: Initiation of Ph3 in China 2. Promising Sanofi • Licensing transaction with Sanofi •
Slide 23: Thank you for your interest
Thank you for your interest 115 avenue Lacassagne 69003 Lyon – FRANCE Ph.:+33 4 72 610 610 contact@adocia.com