Poolbeg Pharma PLC · LSE:POLB
Poolbeg Pharma — Investor Presentation (October 2021)
22 slides from Poolbeg Pharma's investor presentation, October 2021
Slide 1: Poolbeg Pharma Presentation October 2021
POOLBEG PHARMA Presentation October 2021
Slide 2: Disclaimer
Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”). Reliance on this presentation for the purpose of engaging
Slide 3: Building a Leading Infectious Diseases Company
Building a Leading Infectious Diseases Company Poolbeg Pharma successfully spun out of Open Orphan in July 2021 raising £25m in a heavily oversubscribed IPO 100% Pharma Services 100% Pharma Products - Therapeutics, Vaccines, Diagnostics Rationale: Because pharma product companies & pharma services c
Slide 4: Experienced Leadership Team
Experienced Leadership Team Cathal Friel Jeremy Skillington Ian O’Connell Carol Dalton Chairman CEO CFO VP IR & PR • Co-founder & Chairman of • 19 years global industry experience: US, • Financial professional with healthcare & • Co-founder & VP Investor Relations & Open Orphan plc UK, Germany Irela
Slide 5: Infectious Disease Market
Infectious Disease Market Vaccines, Therapeutics, Diagnostics 2015: The warnings were there 2020: $16 trillion later 2021: Now is the time to invest big Cumulative costs of the COVID-19 pandemic in “Influenza, coronaviruses, Ebola and others “… if we have a worldwide flu epidemic, global terms of lo
Slide 6: Capital Light & Early Clinical Data Approach
Capital Light & Early Clinical Data Approach Poolbeg’s Pharma assets Conventional Poolbeg’s Capital Light Approach Biotech Approach Low-cost Phase Cost £2-3m Results in Ib and / or IIa 12-18 months Full Phase II trial >£20m Potentially 3 years Assets can be ready for monetisation to Big Pharma withi
Slide 7: Clear Growth and Partnering Strategy
Clear Growth and Partnering Strategy Rapid development and frequent partnering Monetise 5-6 assets that have the Any one deal could generate Poolbeg will become cash human data Pharma wants ~several hundred million £s generating Recent infectious disease deals ReViral licence to LianBio Merck acquir
Slide 8: Influenza Resurgence a Concern - Twindemic
Influenza Resurgence a Concern - Twindemic 8
Slide 9: Major Shortage of Treatments Against Severe Influenza
Major Shortage of Treatments Against Severe Influenza Influenza has pandemic potential, currently overshadowed by COVID-19 Annually Influenza affects 1 in 8 people Tamiflu Addressable Market 5-10m hospitalised One of the few Influenza has been >$1bn products ~12% are life threatening 500,000 deaths
Slide 10: POLB 001 - Repositioned for Severe Influenza
POLB 001- Repositioned for Severe Influenza • Potential Blockbuster Market Opportunity • Immediate market for Influenza of c. $800m • Peak sales $275m+ with label extensions many multiples Compound • Phase II ready small molecule p38 MAP kinase inhibitor License • Worldwide rights for all uses in hu
Slide 11: Artificial Intelligence and Machine Learning
Artificial Intelligence and Machine Learning Interrogating Poolbeg’s broad human data sets to identify new disease targets 11
Slide 12: Human Challenge Data – Potential for AI analysis
Human Challenge Data – Potential for AI analysis Human Challenge Study: healthy volunteers are exposed to an infectious agent in a quarantine setting to asses the efficacy of vaccines or treatments Tracking disease progression • hVIVO is a world-leader • Unique data (Day -1) from human challenge stu
Slide 13: Poolbeg's USP: Vast Array of Human Challenge Data & Samples
Poolbeg’s USP: Vast Array of Human Challenge Data & Samples ready to mine using AI Current: Flu, RSV, HRV 300,000 individual samples stored at -80ºC in 22 freezers Pending: Malaria, SARS-CoV-2 Update – October 2021 Partnered with Eurofins Genomics to complete RNA sequencing of RSV samples as a key s
Slide 14: PredictViral Biomarker Platform for Predicting Severe Disease
PredictViral™ Biomarker Platform for Predicting Severe Disease Potential to transform the way infectious diseases are treated, opportunity to license this tool to Big Pharma Further patent applications submitted – October 2021 PredictViral™ Biomarker Diagnostics vs Traditional Diagnosis of Disease A
Slide 15: Summary
Summary Substantial market opportunity, Capital light & multiple shots on goal infectious diseases expected to grow to clinical strategy in excess of $250bn by 2025 Exciting portfolio, Phase II ready Entrepreneurial team with many immunomodulator for severe Influenza successful exits, created c. $1b
Slide 16: Appendix
POOLBEG PHARMA Appendix
Slide 17: Experienced Team to Execute
Experienced Team to Execute Additional team members CMO Liam Tremble Alan Bell Ross Crockett • Industry leading CMO Clinical Operations Project Manager Clinical Development Project Manager Financial Controller - Expert in designing and implementing • BSc honours degree in Immunology, • 14+ years exp
Slide 18: Unique Vaccine Discovery Platform
Unique Vaccine Discovery Platform Harnessing the human challenge model to discover new vaccines What is an Epitope? • Part of a pathogen that the immune system recognises Step 1. T Cell Generation Step 2. Vaccine Discovery • It is the smallest unit of a molecule required to engage the immune system
Slide 19: POLB 001 – Mechanism of Action
POLB 001 – Mechanism of Action 1 Influenza virus infects 4 A high viral burden can 5 cells of the respiratory activate hyperexpression tract of cytokines 1 2 5 Pattern recognition Inflammatory receptors are activated by cytokines act to self- endosomal and amplify expression 2 cytoplasmic viral anti
Slide 20: POLB 001 – Ideally Suited as a Severe Influenza Therapeutic
POLB 001 – Ideally Suited as a Severe Influenza Therapeutic POLB 001’s ability to interrupt the feedback loop of inflammatory mediators that result in a ‘cytokine storm’ make it an ideal What is p38 MAP Kinase? candidate to reduce disease severity for those most at risk • Central role in regulation
Slide 21: hVIVO's Unique Data & Samples Identified POLB 001
hVIVO’s Unique Data & Samples Identified POLB 001 Analyse Comparison of 63 Severe & Mild Influenza cases • Samples taken from patients with severe Influenza were compared against human challenge study subjects with ‘mild’ Influenza 24 Possible Drug Targets • This work identified 24 potential molecul
Slide 22: Why Reposition Drugs?
Why Reposition Drugs? 1 2 Leverage new, novel disease biology Discovery & development phases insights already completed - reducing spend 3 4 Already proven to be safe, existing Already licenced and trialled in patients clinical safety & efficacy data to be - increased probability of success utilised
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