Starpharma Holdings Limited · ASX:SPL
Starpharma — Citi's 10th Annual Australian and New Zealand Investment Conference 2018
35 slides from Starpharma's conference presentation, Oct 17, 2018
Slide 1: Starpharma Investor Presentation for Citi Conference
Starpharma Investor Presentation for Citi Conference Melbourne, Australia; 17 October 2018: Starpharma (ASX: SPL, OTCQX: SPHRY) will today participate in Citi's 10th Annual Australian and New Zealand Investment Conference in Sydney. The invitation-only Citi Conference brings together 65 ASX listed c
Slide 2: Corporate Overview
Corporate Overview DR JACKIE FAIRLEY CEO October 2018 STARPHARMA HOLDINGS LIMITED ASX:SPL; OTCQX:SPHRY
Slide 3: Important notice and disclaimer
Important notice and disclaimer 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”, “estimate
Slide 4: Overview: Deep portfolio of products and extensive partnerships
Overview: Deep portfolio of products and extensive partnerships with leading companies • Melbourne-based ASX300 company; Market Cap ~A$540M • Unique proprietary polymer (dendrimer) platform • Deep portfolio of products in large, high-value markets • Proven track record of commercialisation across th
Slide 5: Global leader in dendrimer products
Global leader in dendrimer products – multiple commercial partnerships with leading companies Starpharma’s Dendrimer Platform VivaGel® BV APPROVED VIVAGEL® DEP® SUBMISSION ADVANCED NEGOTIATION APPROVED GRANTED IN THE US VivaGel® Condom World-leading Antibody Drug Conjugate Companies MULTIPLE HIGH VA
Slide 6: Mundipharma licenses Starpharma's VivaGel BV
Mundipharma licenses Starpharma’s VivaGel® BV Mundipharma has licensed VivaGel® BV for Europe, Russia, CIS, Asia, Middle East, Africa and Latin America, to be marketed as part of the popular BETADINE® Feminine Care portfolio Attractive deal terms including revenue share and milestones Starpharma r
Slide 7: Recent highlights – VivaGel BV
Recent highlights – VivaGel® BV Mundipharma licensed VivaGel® BV for Europe, Russia, CIS, and the balance of countries in Latin America for an attractive revenue share, in addition to milestones of up to US$15.5M (A$20.9M) Mundipharma licensed VivaGel® BV for Asia, Middle East, Africa and the majori
Slide 8: Recent highlights – DEP
Recent highlights – DEP® First patent published for Starpharma’s DEP® dendrimer with AstraZeneca’s Bcl2/xL inhibitors; AZ presented data on its first DEP® oncology candidate, AZD0466, a dual Bcl2/xL inhibitor Commenced DEP® docetaxel phase 2 trial following successful phase 1 results in patients wit
Slide 9: Starpharma's deep pipeline of VivaGel and DEP products
Starpharma’s deep pipeline of VivaGel® and DEP® products provides exceptional optionality 8
Slide 10: Strong financial position
Strong financial position FY 2018 FY 2017 Key Financial Data A$M A$M Total revenue and income 5.0 3.6 39% Loss from continuing operations (10.3) (15.2) 32% Profit/(loss) from discontinued operation - 23.4 Sale of Agrochemicals Profit/(loss) for the period (10.3) 8.2 Business in FY17 Net operatin
Slide 11: DEP Portfolio
@ starpharma DEP® PORTFOLIO py -
Slide 12: Dendrimer Enhanced Products Dual Strategy
Dendrimer Enhanced Products (DEP®) Dual Strategy Starpharma’s dual DEP® strategy provides technical, IP and financial leverage, as well as increasing commercial opportunities, improving ROI and de-risking development INTERNAL DEP® PARTNERED DEP® • Application to • Application to established drugs pa
Slide 13: Better delivery of drugs through DEP
Better delivery of drugs through DEP® Starpharma’s DEP® technology: delivering drugs more effectively and in a way that is more patient friendly REDUCED SIDE EFFECTS IMPROVED EFFICACY PATENT LIFE DEP® reduces important DEP® improves anti- Over and above the side effects such as bone cancer efficacy1
Slide 14: AstraZeneca multiproduct licence and further program
'(3 AstraZeneca multiproduct licence and further program – Partnered DEP® momentum building DEP® multiproduct licence First DEP® candidate, AZD0466: US$126M + royalties Subsequent DEP® candidates US$93M + royalties Tiered royalties on net sales on the resultant AstraZeneca DEP® products Ast
Slide 15: AZ's DEP Bcl2/xL inhibitors
'(3 AZ’s DEP® Bcl2/xL inhibitors: compelling efficacy and synergy in combination DEP® Bcl2/xL plus Rituximab^ results in complete tumour regression This is despite the fact that the human lymphoma model is relatively unresponsive to Rituximab alone. In combination the effect is synergistic. ^Rituxi
Slide 16: AstraZeneca's multiproduct licence 1st candidate AZD0466
'(3 AstraZeneca’s multiproduct licence 1st candidate AZD0466: An exciting novel oncology agent “…the DEP® technology has • Bcl2 is an exciting and enabled us to advance a very clinically validated oncology exciting novel oncology target agent towards the clinic” AZD0466 • Venetoclax (Venclexta), a
Slide 17: Starpharma's DEP pipeline – internal products
Starpharma’s DEP® pipeline – internal products The optionality with the DEP® platform enables Starpharma to build a deep pipeline of enhanced drugs – a very attractive commercial strategy DEP® docetaxel: Starpharma’s most DEP® irinotecan: DEP® cabazitaxel: advanced DEP® product Improved version Dete
Slide 18: DEP docetaxel: Multiple benefits
DEP® docetaxel: Multiple benefits Docetaxel (Taxotere®) is a blockbuster Starpharma’s patented DEP® cancer drug with peak global sales docetaxel is an enhanced version of >US$3.1B despite having multiple US docetaxel, designed to reduce side- FDA “Black Box” warnings effects such as neutropenia and
Slide 19: DEP platform: reproducible benefits
DEP® platform: reproducible benefits Improved Efficacy Reproducible results with many candidates & tumour types Improved Safety Reduced neutropenia/bone marrow toxicities Targeting Tumour Tissue 45-70 x more drug in tumour v original drug Improved PK and Half-Life Longer half life and lower peak (Cm
Slide 20: DEP docetaxel Phase 2 Trial
DEP® docetaxel Phase 2 Trial Phase 1 Trial complete: n= 27 various solid tumours PHASE 2 STUDY (currently recruiting) • No standard steroid pre-treatment required due to DEP® docetaxel’s detergent-free formulation - unlike Taxotere® • Multi-site trial – 4 UK sites recruiting (Guy’s Hospital London,
Slide 21: DEP cabazitaxel: Multiple benefits
DEP® cabazitaxel: Multiple benefits About cabazitaxel DEP® cabazitaxel (Jevtana®) Significantly enhanced 2016 sales efficacy versus Jevtana® approx.US$400M (cabazitaxel) in human (est. US$500M by 2018) breast and prostate cancer models Primary indication – prostate cancer and in clinical devel
Slide 22: DEP cabazitaxel phase 1/2 trial underway
DEP® cabazitaxel phase 1 / 2 trial underway • Planning to enrol ~35 patients (solid tumours) • Trial underway at multiple sites, including in the UK at Guy’s Hospital and University College London Hospital (UCLH) – currently recruiting • Phase 1: Open-label, sequential dose-escalation Adaptive phase
Slide 23: DEP irinotecan: out-performance in multiple human tumour models
DEP® irinotecan: out-performance in multiple human tumour models and advanced preparations for phase 1/2 trial An improved HT-29 (colon) Xenograft version of irinotecan (Camptosar®) – which is primarily used for the P<0.0001 treatment of P<0.0001 advanced colorectal cancer (peak sales US$1.1B). HT-2
Slide 24: DEP irinotecan: complete tumour regression & 100% survival
DEP® irinotecan: complete tumour regression &100% survival in human pancreatic cancer model • DEP® irinotecan alone showed complete tumour regression and 100% survival in a human pancreatic cancer model • This is compared with only very limited inhibition (and no regression) with standard irinotecan
Slide 25: VivaGel Portfolio
AS) LifeStyles ‘les VIVAGEL® PORTFOLIO
Slide 26: VivaGel portfolio overview – late stage / commercial assets
VivaGel® portfolio overview – late stage / commercial assets VivaGel® BV: A breakthrough product for Bacterial Vaginosis (BV) Treatment & Prevention of Recurrent BV (rBV) • Approved in AUS and EU • US FDA New Drug Application accepted for filing for both treatment and prevention of rBV - Fast Track
Slide 27: BV has serious health consequences and significant impact for patients
BV has serious health consequences and significant impact for patients Bacterial Vaginosis (BV) BV – Major Impact for Patients • Most common vaginal infection • Serious medical consequences worldwide (PID, infertility, miscarriage, increased risk of HIV and other • ~30% women infected in US; up to S
Slide 28: VivaGel BV: A breakthrough therapy for BV
VivaGel® BV: A breakthrough therapy for BV - a significant unmet medical need “VivaGel® BV is a wonderful product which specifically targets BV bacteria. My patients have called it a ‘life-changing and miraculous treatment’.” Dr Belvia Carter, Ob-Gyn, Memphis, Tennessee. Principal investigator in Vi
Slide 29: VivaGel BV: Two Attractive Commercial Opportunities
VivaGel® BV: Two Attractive Commercial Opportunities 1 in 3 women Significant unmet will get BV medical need for BV TREATMENT Est. market valued at US$750M p.a. 6 in 10 have recurrent BV No approved therapies for rBV PREVENTION (RECURRENT BV) Est. market valued at US$1B p.a. 28
Slide 30: Independent US Market Research for VivaGel BV
Independent US Market Research for VivaGel® BV Starpharma commissioned independent market research for VivaGel® BV in the US to inform marketing plans and its licensing discussions for the product Qualitative Research Quantitative Research Detailed Interviews Online Surveys 11 Ob-Gyns 70 Ob-Gyns 7 p
Slide 31: US Physicians conclude that VivaGel BV's Product Profile will be very appealing
US Physicians conclude that VivaGel® BV’s Product Profile will be very appealing to patients >70% of BV Patients are interested in Top VivaGel® BV attributes to patients a non-antibiotic BV therapy Timeto Time ToResolution Resolutionof Of Odour 74% Odor Efficacy Cure Rate 73% Don't Know, Timeto Time
Slide 32: Positive market research findings for VivaGel BV
Positive market research findings for VivaGel® BV - from US physicians and payers alike “I would love to try it [VivaGel® BV] “it [VivaGel® BV] is certainly simple enough because it is not an antibiotic.” and the side effect profile is minimal” -US GYN #1 -US GYN #6 “The good news is not having an “
Slide 33: Extensive global licensing for VivaGel BV
Extensive global licensing for VivaGel® BV 32
Slide 34: Outlook
Outlook VIVAGEL® DEP® PORTFOLIO PORTFOLIO Progress with DEP® docetaxel & VivaGel® BV US / North American licence DEP® cabazitaxel clinical trials VivaGel® BV launch in Australia, Europe DEP® irinotecan to advance to the clinic & other Mundipharma regions New DEP® candidates selected for further Viva
Slide 35: www.starpharma.com
@ starpharma www.starpharma.com J