Orexo Ab · OMXSTO:ORX
Orexo Ab — Life Science Investor Forum 2020
30 slides from Orexo Ab's conference presentation, Sep 17, 2020
Slide 1: Life Science Investor Forum, Sep. 17 2020
Develops improved pharmaceuticals and digital therapies addressing unmet needs within the growing space of substance use disorders and mental health Life Science Investor Forum, Sep. 17 2020 Nasdaq Stockholm: ORX US OTC Market: ORXOY (ADR)
Slide 2: Legal Disclaimer
Legal Disclaimer • This presentation, which is personal to the recipient, has been prepared and produced by Orexo AB (publ) (“Orexo”) solely for the benefit of investment analysis and may not be used for any purpose other than assessment of investments concerning Orexo. Unless otherwise stated, Orex
Slide 3: Overview & strategic agenda
Overview & strategic agenda OrexoO
Slide 4: Addresses unmet needs within the growing space of substance use disorders and mental health
Addresses unmet needs within the growing space of substance use disorders (SUD) and mental health Corporate Headquarters • Direct presence in the US, with a fully-owned commercial (Uppsala, Sweden) platform Corporate functions and Development • Developed four commercial products with worldwide appro
Slide 5: Profit and cash contributions from ZUBSOLV enable investments in a broader Orexo
The profit and cash contributions from ZUBSOLV® enables continued investments in building a broader and stronger Orexo Broaden… Establish ..the portfolio of commercial products to be ..a new revenue generating business area promoted by our existing US organization in within Digital Therapeutics (DTx
Slide 6: Covid-19 will create a tsunami of mental health issues
Covid-19 will create a tsunami of mental health issues and significantly increase the need for Orexo’s products Deaths from opioid overdose increase Alcohol misuse increase Opioid misuse increase Depression increase 6
Slide 7: Pharmaceuticals
Pharmaceuticals • Pipeline • ZUBSOLV® • OX124
Slide 8: Pharmaceuticals
Pharmaceuticals • Pipeline • ZUBSOLV® • OX124
Slide 9: Pharmaceutical products and pipeline addressing large markets with significant patient needs
Pharmaceutical products and pipeline addressing large markets with significant patient needs Pharmaceuticals Phase Approved and/or Launched Product/ Project Exploratory Preclinical Registration 1 2 3 US EU RoW ZUBSOLV® Opioid Use Disorder Abstral® Breaktrough Cancer Pain Partner: Kyowa Kirin Edluar®
Slide 10: Pharmaceuticals
Pharmaceuticals • Pipeline • OX124
Slide 11: ZUBSOLV - 2020 market volume has strongest growth rate since launch
ZUBSOLV®- 2020 market volume has strongest growth rate since launch Market growth solely driven by the “Public Segment” Market Volume Sales Q2’20 vs Q2’19 Growth Quarterly NTRx Total Market: +15% 2 000 000 By Segment 1 800 000 Open +12% 1 600 000 Non-reimbursed +18% 1 400 000 1 200 000 Definitions P
Slide 12: ZUBSOLV - Mild negative impact from Covid-19 lockdown
ZUBSOLV®- Mild negative impact from Covid-19 lockdown Open segment stable, UHC/Humana segment declining due to increased competition from Gx ZUBSOLV® net sales up in Q2 ZUBSOLV® by Access Segments R4W Average NTRx in Bold Color; Single Week NTRx in Lighter Shade vs Q1 despite a mild volume decline d
Slide 13: ZUBSOLV - Several possible triggers for growth in 2020 and beyond
ZUBSOLV®- Several possible triggers for growth in 2020 and beyond Continued improvement in ZUBSOLV® market access …Louisiana Medicaid added ZUBSOLV® to preferred formulary increasing “public access” from 35% to 37% (effective July 1) …Orexo continues to pursue expanding market access in Medicare and
Slide 14: Pharmaceuticals
Pharmaceuticals • Pipeline • ZUBSOLV® • OX124
Slide 15: OX124 a new stronger rescue medication
OX124 a new stronger rescue medication Expected launch in H1 2022 The unmet need Our aim The potential Available rescue medications A rescue medication that is have been developed for heroin overdoses, but most patients are stronger and longer-acting, and thus effective in reversing 70-110 dying fro
Slide 16: OX124 - Deaths from synthetic opioids continue to rise
OX124 - While overall deaths from opioid overdoses showed a slight decline in 2018, deaths from synthetic opioids continue to rise Deaths from opioid overdose By type of opioid, United States 50 000 Any opioid 45 000 40 000 35 000 30 000 Synthetic opioids 25 000 Deadly dose comparison 20 000 15 000
Slide 17: OX124 - Better PK profile than Narcan Nasal Spray
OX124 - We have shown better PK profile than Narcan® Nasal Spray Faster, stronger and longer-acting vs Narcan® Nasal Spray Expected patient benefit Results from exploratory PK study in healthy volunteers, 2019 Plasma OX124 • Rescue more patients with concentration Narcan® Nasal Spray the first dose
Slide 18: Digital therapies
Digital therapies VORV!DA’ deprexis OrexoO
Slide 19: Digital therapeutics to become an integral part of the healthcare landscape
Digital therapeutics to become an integral part of the healthcare landscape SUD and mental health issues are one of the main areas most in need of innovative ways to deliver treatment Digital therapies Approved and/or Launched Technical Development Registration US EU RoW deprexis® Depression Partner
Slide 20: OXD01 at a glance
OXD01 at a glance The unmet need Our aim Launch Access to consistent high-quality counselling is a Develop the first digital therapy showing Will be accelerated and tested in growing bottleneck in treatment of OUD. Medical significant sustainable positive outcome on collaboration with selected custo
Slide 21: Launching two digital therapies, Orexo is well positioned in SUD and mental health
Launching two digital therapies, Orexo is well positioned to take a leading role addressing unmet needs within SUD and mental health issues deprexis® is a fully automated digital A fully automated digital therapy therapy to help patients manage their scientifically proven to reduce trouble- symptoms
Slide 22: NEWS: First DTx distribution agreement just signed with GoGoMed
NEWS: First DTx distribution agreement just signed with GoGoMed • Partnership to make the scientifically-proven digital therapies deprexis® and vorvida® available for the treatment of depression and management of problematic alcohol misuse respectively • OXD01 for opioid use disorders, will also be
Slide 23: Investment and go to market strategy is highly targeted
Our investment and go to market strategy is highly targeted and will scale as access is created in high need markets 1 2 3 4 5 Insight-Driven Precision Access Customer Scaling and Strategy Targeting Creation Engagement Resource and Value Optimization Creation Current launch focus 23
Slide 24: Patient engagement and support services
Patients suffering from depression or alcohol misuse are vulnerable and Orexo prepare a range of services to ensure patient engagement and support Patients services available from September include user friendly patient services spanning specialty hub services for insurance reimbursement, customer s
Slide 25: Financials and legal update
Financials and legal update OrexoO
Slide 26: Strong financial position to drive future growth
Strong financial position to drive future growth Growth in net revenue impacted by less royalty from Abstral® due to patent expiration in the EU and US Group net revenues LTM1 Growth USD 85 m 0% Of which 86% from ZUBSOLV® US ZUBSOLV® US 3% Group EBITDA LTM1 Growth USD 25 m 54% US Pharma EBIT (ZUBSOL
Slide 27: Two new legal processes emerging during July and August 2020
Two new legal processes emerging during July and August 2020 Subpoena Patent infringement litigation against Sun Pharma • On July 14, 2020 Orexo US received subpoenas to • In collaboration with our US lawyers Orexo has decided provide US Authorities with certain information with to commence a patent
Slide 28: Outlook
Outlook OrexoO
Slide 29: Future value drivers
Strong value drivers for long-term growth Future Product portfolio Strong cash conversion to value addressing large and growing support growth drivers markets Leveraging our US Expanding pipeline Entering digital commercial excellence targeting unmet medical therapeutics, a new needs evide
Slide 30: Thank You
Thank You IR Contact: Lena Wange, IR & Communications Director, ir@orexo.com. For more information please visit www.orexo.com. You can also follow Orexo at Twitter @orexoabpubl, LinkedIn and YouTube