Adalta Ltd. · ASX:1AD
Adalta — Shareholder Meeting (November 2021)
25 slides from Adalta's shareholder meeting presentation, Nov 29, 2021
Slide 1: AGM: Chair Address, CEO Presentation and First i-CAR-T Data
29 November 2021 ASX Announcement AGM: CHAIR ADDRESS, CEO PRESENTATION AND FIRST i-CAR-T DATA MELBOURNE Australia, 29 November 2021: AdAlta Limited (ASX:1AD), the clinical stage drug discovery company developing novel therapeutic products from its i-body platform is pleased to release presentations
Slide 2: About AdAlta and patent protection
AD-214 is being developed. These patents expire on 8 January 2036. This adds to patent protection already obtained in Australia (2017), USA (2020 and 2021) and Japan (2021), with additional applications pending in Europe, China, India and other markets. Authorised for lodgement by: Tim Oldham CEO an
Slide 3: Further information and contacts
Further information can be found at: https://adalta.com.au For more information, please contact: Investors Media Tim Oldham, CEO & Managing Director IR Department Tel: +61 403 446 665 Tel: +61 411 117 774 E: t.oldham@adalta.com.au E: jane.lowe@irdepartment.com.au
Slide 4: Chair's Address
CHAIR’S ADDRESS Ladies and gentlemen, I am pleased to welcome you to AdAlta’s 2021 Annual General Meeting. This AGM is being conducted in a fully virtual environment to enable participation of all those around the world affected by the ongoing pandemic. Wherever you’re joining us from today, I thank
Slide 5: Chair's Address (continued)
Fourthly, we will continue to invest in our drug discovery and development platform to continue to improve its efficiency and intellectual property protection. I would like to acknowledge and thank you, our shareholders, who supported us last year with $8.1 million in new funds and for your continue
Slide 6: Building momentum, remaining agile
Building momentum, remaining agile Tim Oldham PhD, CEO and Managing Director Annual General Meeting, 29 November 2021
Slide 7: AdAlta today
AGM PRESENTATION – NOVEMBER 2021 2 AdAlta today AdAlta is building significant growth momentum while retaining agility to respond and adapt to data and opportunities • i-body platform: can create therapeutics addressing targets underserved by traditional antibodies • Fibrosis/inflammation: lead asse
Slide 8: AdAlta's purpose
AGM PRESENTATION – NOVEMBER 2021 3 AdAlta’s purpose To use our platform technology and development capabilities to create multiple novel therapeutics for debilitating diseases that have proven difficult to drug with traditional antibodies
Slide 9: Progress against calendar 2021 goals
AGM PRESENTATION – NOVEMBER 2021 4 Progress against calendar 2021 goals (per 2020 AGM) 2021 goals were achieved or modified in direct response to new data or emerging near term opportunities with greater value AD-214 clinical ü Phase I single and multi-dose safety: successfully completed, AD-214 wel
Slide 10: AdAlta has successfully transitioned to the expansion phase of our growth plan
AGM PRESENTATION – NOVEMBER 2021 38 AdAlta has successfully transitioned to the expansion phase of our growth plan Achievements in 2021 have laid the foundation for acceleration of our growth Accelerate (from ~mid-2021) Expand (~mid 2020 to late 2021) Preparing for acceleration Maximise catalysts fr
Slide 11: AdAlta assets and business model
AGM PRESENTATION – NOVEMBER 2021 6 AdAlta assets and business model AdAlta’s pipeline is expanding to plan. The i-body platform is creating wholly owned or co-developed assets. Our team is building skills in fibrosis/inflammation and immuno-oncology. Co- Precision engineered, i-body enabled CAR-T de
Slide 12: Four needs AdAlta is addressing today
AGM PRESENTATION – NOVEMBER 2021 7 Four needs AdAlta is addressing today AdAlta’s platform and pipeline is already offering the potential to address four major opportunities in our industry Antibodies cannot do everything! AdAlta’s i-bodies are a new drug discovery platforms for challenging targets
Slide 13: An immensely powerful drug discovery platform
AGM PRESENTATION – NOVEMBER 2021 8 An immensely powerful drug discovery platform i-body technology can enable a wide range of therapeutic and diagnostic products Wide range of target classes Wide range of product formats CAR-T Targeting agents Bi-specifics and Chemokine multi-specifics That deliver
Slide 14: Phase I clinical and PET imaging inform Phase II dosing and route of administration
AGM PRESENTATION – NOVEMBER 2021 9 Phase I clinical and PET imaging inform Phase II dosing and route of administration Intravenous AD-214 is well tolerated in Phase I studies; PET imaging with radiolabelled AD-214 supports early transition to inhaled route of administration Phase I clinical study su
Slide 15: Key milestones progressively de-risk AD-214 development
AGM PRESENTATION – NOVEMBER 2021 10 Key milestones progressively de-risk AD-214 development: IPF Phase II 2023 Quarterly milestones to de-risk formulation; extensive use of pre-clinical imaging; AD-214 partnering window from late 2022 Key data readouts 2021* 2022 2023 2024 INHALATION PROGRAM Aerosol
Slide 16: Immuno-oncology (I/O) PET imaging
AGM PRESENTATION – NOVEMBER 2021 11 Immuno-oncology (I/O) PET imaging US$6.4b PET imaging market: could help identify the 20-40% of patients who will respond to revolutionary I/O drugs faster Immuno-oncology (I/O) drugs US$95 billion I/O market1 reactivate the patient’s own immune system to fight ca
Slide 17: CAR-T therapies are revolutionising cancer treatment
AGM PRESENTATION – NOVEMBER 2021 12 CAR-T therapies are revolutionising cancer treatment Reprogramming a patient’s own immune system to fight cancer is a fast-growing market at the cutting edge of medicine CAR engineered step 1 chemokine step 2 receptor T cells T cells genetically isolated from a pa
Slide 18: Advantages of i-body enabled CAR-T
AGM PRESENTATION – NOVEMBER 2021 13 Advantages of i-body enabled CAR-T i-body enabled CAR-T cells may demonstrate improved precision, performance and persistence, particularly in bi-specific and dual CAR-T cells1 • Specifically designed for antigens i-body enabled mono / dual CAR i-body enabled bi-s
Slide 19: Building the first i-CAR-T cell therapy: proof of principle results
AGM PRESENTATION – NOVEMBER 2021 14 Building the first i-CAR-T cell therapy: proof of principle results i-body enabled CAR-T cells have been successfully generated by Carina and demonstrate in vitro cell killing (lysis)1 Experimental details • LOVO and LIM1215 are colorectal cancer cell lines; U87 i
Slide 20: Current approved CAR-T products
AGM PRESENTATION – NOVEMBER 2021 15 Current approved CAR-T products Five FDA approved CAR-T products for blood cancers generate strong revenues and are in high demand Manufacturer Product Notable CAR-T UPenn and Novartis Gilead acquired Kite Gilead acquired Kite Celgene acquired Juno Celgene acquire
Slide 21: An expanding pipeline of i-body enabled products
AGM PRESENTATION – NOVEMBER 2021 16 An expanding pipeline of i-body enabled products IND PRODUCT/ PRECLINICAL, PROGRAM PARTNER DISCOVERY ENABLING PHASE I PHASE II INDICATION PRODUCT STUDIES DEV CXCR4 AD-214: Idiopathic Inhaled Pulmonary Fibrosis Intravenous AD-214: Indication 2 INTERNAL PIPELINE Tar
Slide 22: Calendar 2022 goals
AGM PRESENTATION – NOVEMBER 2021 17 Calendar 2022 goals Significant progress anticipated on both existing core programs and further pipeline expansion AD-214 – first in class anti-fibrotic • Inhaled formulation development: nebulisation feasibility, efficacy in animal model of IPF (Q1); lung distrib
Slide 23: Industry experienced leadership and advisors
AGM PRESENTATION – NOVEMBER 2021 18 Industry experienced leadership and advisors Team with experience from discovery through manufacturing, clinical and commercialisation Board Executive Scientific Advisory Board Dr Paul MacLeman Tim Oldham, PhD Brian Richardson Chair CEO & Managing Director Drug di
Slide 24: Investment proposition
AGM PRESENTATION – NOVEMBER 2021 19 Investment proposition Fibrosis/inflammation Immuno-oncology Lead asset advancing to Phase II 2 x co-development collaborations to i-body platform to create value >$3b market potential in first indication1 leverage platform ü GE Healthcare: $6b PET market2 Discove
Slide 25: Contact: Tim Oldham, CEO and Managing Director
Contact: Tim Oldham, CEO and Managing Director enquiries@adalta.com.au www.adalta.com.au