Starpharma Holdings Limited · ASX:SPL
Starpharma — Shareholder Meeting (November 2007)
32 slides from Starpharma's shareholder meeting presentation, Nov 14, 2007
Slide 1: AGM - Chairman's and CEO's presentations
AGM - Chairman’s and CEO’s presentations For personal use only Melbourne; 8 November 2007: Attached is the Chairman’s address together with the CEO’s presentation to the Annual General Meeting of Starpharma Holdings Limited (ASX:SPL, OTCQX:SPHRY), to be held at 4.00pm today. About Starpharma: Starph
Slide 2: For personal use only
update any forward-looking statements contained in this document as a result of new information, future events or developments or otherwise. For further information: Media Starpharma (www.starpharma.com) For personal use only Rebecca Wilson Dr Jackie Fairley Ben Rogers Buchan Consulting Chief Execut
Slide 3: Chairman's Address
Chairman’s Address Annual General Meeting of For personal use only Starpharma Holdings Limited, 14 November, 2007 Welcome to the 2007 Starpharma AGM. This is my fifth AGM as Chairman of the Starpharma Board, and, as for the previous 4 years, we have plenty of significant new developments on which to
Slide 4: Chairman's Address (continued)
and CEO of the Dow Corning Chemical Company, Richard’s skills in the areas of technology commercialisation and international management both supplement, and complement, those of other Board members. Our lead product VivaGel has also made solid progress. Having successfully completed the first safety
Slide 5: CEO Presentation
For personal use only Starpharma Holdings Limited Annual General Meeting CEO Presentation ASX:SPL OTCQX:SPHRY Dr Jackie Fairley CEO 14 November 2007
Slide 6: For personal use only
For personal use only This document contains certain forward-looking statements, relating to Starpharma’s business, which can be identified by the use of forward-looking terminology such as “promising”, “plans”, “anticipated”, “will”, “project”, “believe”, “forecast”, “expected”, “estimated”, “targe
Slide 7: Company Structure
For personal use only Company Structure Starpharma Holdings Limited ASX:SPL OTCQX:SPHRY 100% 100% Dendritic Nanotechnologies Starpharma Pty Ltd Inc. (DNT) Based in Melbourne, Australia (~35 Wholly owned subsidiary based in employees) Michigan, USA (~15 employees) Leading developer of dendrimer
Slide 8: Starpharma: 06/07 Highlights
For personal use only Starpharma: 06/07 Highlights Drivers Goal Status Strategic Acquisition of DNT Integration complete Greater commercial focus 3 commercial deals; aggressive business development effort Products Advance VivaGel® Development 2 US/international trials initiated under INDs Ma
Slide 9: Technology Overview
For personal use only Technology Overview Commercial Advantages of Dendrimers: Example: dendrimer as a drug delivery vehicle Small molecule drug or Key enabling nano-scale technology protein therapeutic Synthetic macromolecules (1-15nm) Highly versatile technology: drugs e.g. VivaGel® active
Slide 10: Pipeline
For personal use only Pipeline Pharmaceutical & Medical Products Proof of Concept Lead Clinical Trials Sales VivaGel® HSV-2 prevention HIV prevention Condom coating ADME Engineering Therapeutic protein PK optimization Drug Delivery – Small Molecules Cancer therapeutic Drug Optimization E
Slide 11: VivaGel - Lead Product for Prevention of STIs
For personal use only VivaGel® - Lead Product for Prevention of Sexually Transmitted Infections (STIs) VivaGel® is a topical vaginal microbicide being developed under two INDs for the prevention of HIV and genital herpes (HSV-2) in women Gel-based formulation with a nanotech dendrimer active (SP
Slide 12: VivaGel Update - November 2007
For personal use only VivaGel® Update - November 2007 Male tolerance study complete: VivaGel® safe and well tolerated; presented at IAS July 2007 Herpes study (San Francisco and Kenya) near completion Collaboration with Microbicide Trials Network established Expanded safety study in sexually
Slide 13: VivaGel - Development stage and plan
For personal use only VivaGel® - Development stage and plan PRODUCT TYPE Typical In vitro In vivo In vivo Market Therapeutic Phase 1 Phase 2 Phase 3 efficacy efficacy safety entry Agent Preventative Expanded Population In vitro In vivo In vivo Market “Drug” Phase 1 Safety Based entry efficacy effica
Slide 14: VivaGel - The Condom Coating Opportunity
For personal use only VivaGel® – The Condom Coating Opportunity The Opportunity VivaGel® is NOT a detergent Branded Condom Market • Condom manufacturers have long (surfactant) Total Sales: US$3.26B (2006) recognised a demand for premium Illustration of surfactant action Top 4 sales: 70% of total con
Slide 15: VivaGel - The Condom Coating Opportunity
For personal use only VivaGel® – The Condom Coating Opportunity Co-development Agreement signed in October 2007 with SSL Plc (LSE:SSL), the makers of Durex, the market leading condom brand Retail branded condom sales are estimated as $3.2Bi USD growing at 4-5% annually# SSL holds ~ 30% market
Slide 16: Portfolio: siRNA Delivery - PrioFect
For personal use only Portfolio: siRNA Delivery – PrioFect® Concept: Overcome the principal obstacle to the development of RNAi-based drugs … delivery Commercial opportunities for PrioFect®: 1. Research reagent market($200 million) Licensed globally to EMD Biosciences* Agreement includes royalti
Slide 17: Portfolio: Dendrimer-Based Delivery of Nucleic Acids
For personal use only Portfolio: Dendrimer-Based Delivery of Nucleic Acids (eg. siRNA and DNA) Concept: Targeted dendrimer delivers siRNA into specific tissues as a molecular therapeutic Technology Significance Positively Charged siRNA is a powerful novel method for specific gene silencing Surface w
Slide 18: Portfolio: Drug/Protein Delivery
For personal use only Portfolio: Drug/Protein Delivery Concept: Conjugation of drug to dendrimer to improve targeting and PK properties Technology Significance Results Potential for: PK modifier Small molecule Addition of PK modifying drug Targeting to specific tissues, reducing off- units to the
Slide 19: Portfolio: Dendrimer-Based Targeted Imaging
For personal use only Portfolio: Dendrimer-Based Targeted Imaging Concept: Targeted magnetic resonance (MRI) imaging agent for detection and monitoring of diseased tissue Significance Results Dendrimer loaded with MRI-contrast agent Technology provides significantly better imaging resolution than
Slide 20: DNT's Priostar Dendrimers: significant progress in 2007
For personal use only DNT’s Priostar® Dendrimers: significant progress in 2007 Priostar® Life Science Reagent Products Two product lines established: PrioFect® transfection reagents – licensed to EMD Merck Priostar® life science reagents Materials under evaluation with several large life sci
Slide 21: Starpharma's existing commercial agreements for dendrimers
For personal use only Starpharma’s existing commercial agreements for dendrimers Stratus CS® Cardiac marker diagnostic licensed to Dade Behring SuperFect® Gene transfection technology licensed to Qiagen STARBURST® Dendrimers commercially available via Sigma Aldrich Priofect® siRNA & DNA transfection
Slide 22: Key Financials
For personal use only Key Financials Year Ended 30 June (A$M) 2006 2007# Revenue (excluding grants) 0.6 1.5 Grant Income 6.4 8.1 Net Loss after tax (7.5) (7.2) Net Increase (decrease) in Cash 6.1 (3.8) Cash Burn (8.1) (4.2) Cash Balance 14.3 10.1 # 2007 includes DNT results as a wholly owned subsidi
Slide 23: Priority areas of focus for 07/08
For personal use only Priority areas of focus for 07/08 1. Progress VivaGel® clinical trial program towards efficacy trials for HIV & Genital Herpes and proof of concept for contraception. Complete other NDA requirements 2. Support the rapid development of the condom coating product with our 2 partn
Slide 24: Investment Summary
For personal use only Investment Summary VivaGel® - Vaginal Microbicide ; “first in class” for herpes prevention VivaGel® has already achieved significant milestones and support: - FDA Fast track status granted for HIV - >US$26M of NIH funding for microbicide development - Only microbicide with
Slide 25: Starpharma Holdings Limited
For personal use only Starpharma Holdings Limited ASX:SPL OTCQX:SPHRY Dr Jackie Fairley President and CEO +613 85322704 Further information: www.starpharma.com info@starpharma.com 21
Slide 26: Supplementary Information
For personal use only Supplementary Information
Slide 27: Key Management
For personal use only Key Management Over 17 years international business development and general management Dr Jackie Fairley, experience in pharmaceuticals and biotechnology President and CEO Former senior roles with CSL and Faulding (Mayne Pharma) Dr Paul Barrett, VP Business Significant ex
Slide 28: Monthly Trading Data (October 2007)
For personal use only Monthly Trading Data (October 2007) ASX: SPL and OTCQX : SPHRY ASX: SPL and OTCQX : SPHRY Monthly Trading Data (2007) 8 Millions 7 6 5 4 3 2 1 0 March April May June July August September October Aus tralia Exchange Volum e - SPL OTCQX Volum e* - SPHRY 24 2007 * Converted to SP
Slide 29: VivaGel - Product Features and Performance
For personal use only VivaGel®– Product Features and Performance VivaGel® Offers Market research indicates significant (international) user and payor demand for Several Key microbicide gels Advantages VivaGel® : “first in class” for Herpes Compelling HSV-2 & HIV efficacy and potent contracepti
Slide 30: VivaGel - Clinical Trial Status
For personal use only VivaGel® - Clinical Trial Status Study No. Site(s) IND Status Participants Application Safety, tolerability and 37 Adelaide, Prevention of Complete pharmacokinetic study of Australia HIV escalating doses of VivaGel in healthy women when administered vaginally, once daily for 7
Slide 31: VivaGel: Significant Advantages Over Competitors
For personal use only VivaGel® : Significant Advantages Over Competitors Competitor Category Key Disadvantages VivaGel® Advantages HSV-2 VivaGel® is the only microbicide being developed to prevent genital herpes Surfactants/Detergents Ulceration possible No surfactant properties Potential incr
Slide 32: Portfolio: Industrial Applications for Dendrimers
Portfolio: Industrial Applications for Dendrimers For personal use only Sector Current Discussions with… Application Market Size USD /Region Major Reagent manufacturers Fluorescent dye conjugate $100M /US Research Reagents Major Reagent manufacturers Dyes for in vitro diagnostics $2.5B /US Automotiv
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