Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — Shareholder Meeting (November 2017)
14 slides from Racura Oncology's shareholder meeting presentation, Nov 21, 2017
Slide 1: Presentation by the Managing Director to Annual General Meeting of Shareholders
For personal use only Presentation by the Managing Director to Annual General Meeting of Shareholders 21 November 2017
Slide 2: Corporate overview
Corporate overview For personal use only • Listed on ASX in July 2016 (RAC) at $0.20 Corporate Snapshot – Currently trading $0.30-0.35 Shares on Issue • Business Model: Ordinary 65m – Rediscovering & rescuing drugs overlooked by Performance Shares 10m Big Pharma, with a focus on orphan diseases in O
Slide 3: Race's investor value creation plan
Race’s investor value creation plan For personal use only 1. Bring Bisantrene to market by completing clinical development and obtaining FDA approval 2. Meanwhile, make Bisantrene available for sale under a Named Patient Program (NPP) This plan has not changed since listing & Race made significant s
Slide 4: Achievements since listing: Manufacturing
Achievements since listing: Manufacturing For personal use only • 5 Oct ‘16: Race signed agreement with Sai Life Sciences (India) to manufacture Bisantrene API (active pharmaceutical ingredient, drug substance) • 25 Oct ’16: Race signed agreement with IriSys (San Diego CA) to complete GMP manufactur
Slide 5: Achievements since listing: Regulatory/Clinical
Achievements since listing: Regulatory/Clinical For personal use only • 26 Jul ‘16: Signed agreement with Camargo to be Race’s US regulatory advisor; over the next 6 months, a pre-IND dossier was prepared for submission to the FDA • Oct-Dec ‘16: Recruited three global AML experts to our US SAB to pr
Slide 6: Achievements since listing: Commercial
Achievements since listing: Commercial For personal use only • 5 Sep ‘16: Signed agreement with CarthaGenetics to manage NPP in Europe • 27 Mar ‘17: Signed agreement with BL&H to manage NPP in Korea • 20 Sep ‘17: Established European subsidiary (Race Oncology SPRL, Belgium) to handle invoicing and p
Slide 7: NPP in France: the ATU process
NPP in France: the ATU process For personal use only • A doctor identifies an AML patient who would benefit from treatment with Bisantrene • The doctor completes a ‘nominative ATU’ form (temporary authorisation for use for a specific patient), and submits the form to the French health authority (ANS
Slide 8: Unexpected value added: TargImmune JV
Unexpected value added: TargImmune JV For personal use only • 10 Jul ‘17: Race signed a Letter of Intent with TargImmune of Switzerland to form a joint venture company called ‘Race Immunotherapeutics’ (RITX) • Final JV agreements expected to be signed soon • 50:50 partnership between Race and TargIm
Slide 9: Benefits for Race of TargImmune JV
Benefits for Race of TargImmune JV For personal use only • Affirms the value of Bisantrene as a chemotherapy; establishes Bisantrene as a valuable drug for use in combination with new immunotherapies • Potentially expands the opportunity for Bisantrene beyond AML to major cancers where EGFR and PSMA
Slide 10: The year ahead: 2018
For personal use only The year ahead: 2018
Slide 11: Potential outcomes in calendar 2018
Potential outcomes in calendar 2018 For personal use only • Manufacturing – Additional manufacturing to support pivotal trial and expanded NPP • Regulatory & Clinical – IND filed for registration trial, protocol finalised, CRO bids/budget finalised – CRO appointed to manage trial (multi-site, intern
Slide 12: Financial Performance
For personal use only Financial Performance
Slide 13: Financial performance & funding
Financial performance & funding For personal use only • Race raised $4.3m at listing on 13 July 2016 • Our net operating cash outflow for the year (16/17) was $2.5m (on budget) and at 30 June 2017, we had a cash balance of $1.7m • In July 2017, we raised another $2.5 million, providing total cash re
Slide 14: Closing comments
Closing comments For personal use only • Race’s mission is to rescue overlooked drugs, like Bisantrene, that can meet medical needs and save patients’ lives • Our mission also is to create value for our investors by moving Bisantrene towards approval, while generating early revenues and value-buildi