Dimerix Limited · ASX:DXB
Dimerix — Investor Presentation (June 2019)
22 slides from Dimerix's investor presentation, Jun 26, 2019
Slide 1: Dimerix Limited
For personal use only Dimerix Limited a Phase 2 biotech with a scalable, proprietary platform technology June 2019
Slide 2: Forward looking statements
Forward looking statements For personal use only This presentation includes forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks and important factors that may cause the actual results, performance or achievements of Dimerix to be ma
Slide 3: Dimerix Corporate Overview
Dimerix Corporate Overview For personal use only Financial information Top shareholders: ASX Code DXB 1 Mr Peter Meurs 15.63% 2 Yodambao Pty Ltd 3.98% Share price (24 Jun 19) $0.085 3 White Family A/C 1.38% 52 week low / high $0.072 / $0.15 4 Pfleger Family A/C 1.33% Shares on issue 158.8m 5 Jampaso
Slide 4: About Dimerix
About Dimerix For personal use only People Patents Products •Unique GPCR screening technology •Receptor-HIT GPCR screening assay •Proven Management and Board with •Clear product differentiation •Positive successful Phase 2 data international experience •Comprehensive protection •DMX-200 – high value
Slide 5: Corporate highlights
Corporate highlights Special Access Scheme (SAS) available to patients Cash reserves of completing Phase 2 trials $4.5 million For personal use only + sufficient to complete Multiple patients from 2017 both trials study remain on SAS Excellent results from Phase 2a trial in 2017 Receptor-HIT Assay l
Slide 6: Value proposition
Value proposition For personal use only Market Peer value: Capitalisation: US$545 million $13.5 million Cash(as at 31 Mar 2019): AU$4.5 million Greater Enterprise reduction in Value: proteinuria $9 million compared to peer data Two further Addressable Positive Phase Phase 2 trials markets: 2 trial d
Slide 7: Board of Directors
For personal use only Board of Directors 7
Slide 8: Strategic activities
Strategic activities For personal use only 1 2 3 4 DMX-200 in Focal DMX-200 in Diabetic Segmental Receptor-HIT Kidney Disease Pipeline Programs Glomerulosclerosis technology platform (DKD) (FSGS) Faster path to market with set market exclusivity period Progressive disease, Licensed: Serious and rare
Slide 9: Partnering strategy
Partnering strategy For personal use only Enhance potential • Identify partner(s) with the expertise and resources to advance products to market success of product candidates • Build strategic alliances across commercial, clinical and manufacturing areas at the + appropriate stage of development Mit
Slide 10: Introduction to DMX-200
For personal use only Introduction to DMX-200
Slide 11: What is DMX-200
What is DMX-200 For personal use only Not a generic DMX-200: a small molecule also known as propagermanium Never been FDA approved • Twice daily, capsule administration • Administered to patients already on standard of care treatment (Irbesartan) • Product attributes: deliver best-in-class benefits
Slide 12: Proposed mechanism of action
Proposed mechanism of action For personal use only DMX-200 addresses three key mechanisms that causes renal damage and chronic kidney disease 1 hyperfiltration of and hypertension within blood Irbesartan blocks cellular receptors responsible for hyperfiltration vessels of the & glomerular hypertensi
Slide 13: Intellectual Property
Intellectual Property For personal use only Patents • Multiple granted patents in numerous territories • New patent applications underway in line with commercialisation strategy • Granted method of use patents in key territories strengthens the company's competitive position • Granted patents may bl
Slide 14: DMX-200 Phase 2a 2017 results summary
DMX-200 Phase 2a 2017 results summary For personal use only An open label, Phase II, dose escalation and expansion study of DMX-200 in participants with proteinuria currently taking a stable Angiotensin Receptor Blocker therapy (Irbesartan): n=27 Primary Endpoints (“safety”) Secondary Endpoints (“ef
Slide 15: Diabetic sub-group ACR mean reduction
Diabetic sub-group ACR mean reduction (n=10) For personal use only • In 2017 - DXB Phase 2a study: DMX- 200 + Irbesartan Δ% ACR from baseline (SD) Proteinuria levels reduced by a further 35.6% in diabetic sub-group This reduction is in addition to the 24% reduction in proteinuria seen in patients ta
Slide 16: Phase 2 trial in Diabetic Kidney Disease
Phase 2 trial in Diabetic Kidney Disease For personal use only Diabetic Kidney Disease • Double-blind, randomised, placebo-controlled, crossover study • Number of patients to be enrolled: 40 evaluating the safety and efficacy of DMX-200 in patients with • Recruitment expected to complete Sept 2019 d
Slide 17: Phase 2 trial in FSGS
Phase 2 trial in FSGS For personal use only • Double-blind, randomised, placebo-controlled, crossover study evaluating the safety and efficacy of DMX-200 in patients with FSGS who are receiving a stable dose of Irbesartan • 16 weeks propagermanium and 16 weeks placebo separated by a 6 week washout p
Slide 18: DMX-200 value: patients, payers & healthcare system
DMX-200 value: patients, payers & healthcare system For personal use only • Known compound: established safety profile • May increase life of the kidneys DMX-200 (time to dialysis) by 3-5 years • Estimated annual cost savings of $100,000/patient/year# # Kidney Health Australia. 2018. Kidney Fast Fac
Slide 19: DMX-200 for Diabetic Kidney Disease value in US
DMX-200 for Diabetic Kidney Disease value in US: large market with low competition For personal use only >50% of patients Thus, 2 million 4.05 million scripts taking irbesartan scripts/year Irbesartan 300mg Branded product for irbesartan 300mg 300mg may remain addressable market administered to reta
Slide 20: DMX-200 for FSGS value in US
DMX-200 for FSGS value in US: orphan drug status with low competition For personal use only ~10% of patients 210,000 FSGS Average with a rare disease sufferers globally# orphan drug pricing are treated with an 120,000 estimated in >US$7,000 approved orphan the US per month* drugǂ Potential addressab
Slide 21: Value driving events
Value driving events For personal use only 2019 Receptor-HIT FSGS - complete DKD - complete Partnering activities technology recruitment July 19 recruitment Sept 19 and discussions platform license 2020 Communicate Manufacture Build potential with FDA commercial GMP batch pipeline opportunities Gene
Slide 22: End of Presentation
For personal use only DIMERIX End of Presentation Dimerix HQ 425 Smith St, Fitzroy 3065 Victoria, Australia T. 1300 813 321 E. investor@dimerix.com