Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Macquarie Emerging Leaders Forum 2019
25 slides from Telix Pharmaceuticals's conference presentation, Jun 19, 2019
Slide 1: Precision Oncology
For personal use only Precision Oncology Emerging Leaders Forum Melbourne 19th June 2019
Slide 2: Notices
Notices For personal use only The information contained in the presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (“Telix”) in any jurisdiction, including the United States. No representation or warranty,
Slide 3: Company snapshot
Melbourne Company snapshot For personal use only • Founded in 2015 by Dr. Chris Behrenbruch and Dr. Andreas Kluge, experienced nuclear medicine executives, IPO on ASX in November 2017 • Board : Kevin McCann (ex-Chairman, Macquarie Bank), Mark Nelson (Caledonia), Jann Skinner (ex-PwC Partner) and Oli
Slide 4: Front-line intervention in prostate cancer: surgery
Front-line intervention in prostate cancer : surgery For personal use only ~165,000 new cases ~90,000 annually prostatectomies ~40,000 ~30,000 (US) recurrences deaths (robotic surgery) Most common cancer in men (after skin cancer) and second leading cause of death (after cardiovascular disease). One
Slide 5: The big challenge: high risk men
The big challenge : high risk men For personal use only Years … Drugs (Chemo/Hormone Therapy) Bone scan 5
Slide 6: Telix's solution? Superior imaging…
Telix’s solution? Superior imaging… For personal use only Tumour Load Low Medium High PSA Level 4.8ng/ml 454ng/ml 2860ng/ml We give If we can Before it prostate find this: becomes EVERYWHERE cancer this: patients new options. 6
Slide 7: Our technology: Molecularly-Targeted Radiation (MTR)
Our technology : Molecularly-Targeted Radiation (MTR) For personal use only 7
Slide 8: Our mission: disrupt traditional radiation oncology
Our mission : disrupt “traditional” radiation oncology For personal use only Advanced image guidance and treatment planning has improved performance but radiation oncology is still fundamentally 1950s technology Stanford University, 1950s Clinac® IX by Varian Medical Systems 8
Slide 9: How do we do it? See it then treat it…
Positron Emission Tomography – “PET” How do we do it? See it then treat it… For personal use only • Telix develops drugs that deliver targeted radiation directly to cancer. At low radiation dose (or using diagnostic nuclides), the patient can be imaged The use of molecular imaging with PET enables a
Slide 10: How does the therapy work…?
How does the therapy work…? For personal use only CONVENTIONAL TARGETED MOLECULARLY TARGETED RADIATION Non-Radioactive Drugs MTR Therapy 10
Slide 11: Significant benefit… 40+ months of survival in metastatic prostate cancer
Significant benefit … 40+ months of survival in metastatic prostate cancer For personal use only Retrospective cross- Overall Survival trial comparison between PSMA-617 (Novartis) and TLX591 (Telix) Median overall survival (OS) is >40 TLX591 2x 45mCi months (Telix) vs 15 PSMA-617* months (Novartis)
Slide 12: Advanced-stage clinical pipeline
Advanced-stage clinical pipeline Commercial For personal use only Isotope Target Agent Phase I Phase II Phase III 177Lu CA-IX Antibody TLX250 (Girentuximab) Therapy Renal 89Zr CA-IX Antibody TLX250-Cdx (Girentuximab) Imaging Prostate 177Lu PSMA Antibody TLX591 TLX591 Therapy 68Ga Small Imaging PSMA
Slide 13: Telix's pipeline is a multi-$Bn opportunity
Telix’s pipeline is a multi-$Bn opportunity * For personal use only TLX101: The treatment of GBM is TLX591: Metastatic prostate cancer a $300m market opportunity with radionuclide therapy is a $2Bn few beneficial options for patients opportunity in late-stage disease alone TLX250-CDx: Renal cancer p
Slide 14: Prostate imaging adoption is growing fast…
Prostate imaging adoption is growing fast … For personal use only 1 ✓ >100 sites around the world use Telix’s product routinely 49 5 or in clinical trials ✓ Mostly large cancer centres that are capable of doing 3 10-15 pts a week (upon 55 product approval) 8 2 8 1 1 ✓ Sales on track to deliver 7 3 b
Slide 15: Extensive supply chain and production network established
Extensive supply chain and production network established For personal use only ✓ Key partners in place ✓ For clinical trials and early commercial product roll-out ✓ Discussion ongoing with partners for Asia and LATAM Backup 15
Slide 16: Multiple milestones and readouts in 2019
Multiple milestones and readouts in 2019 For personal use only Q1 Q2 Q3 Q4 US/JP2 IND Filed Enrolment Complete Imaging Cancer Renal (Phase III) Therapy (Phase I/II) Mfg completed US IND Filed FPI Update Interim Results Info Package to FDA Pre-NDA meeting NDA Go/No Go Prostate Cancer Imaging NDA1 (US
Slide 17: Financial snapshot
Financial snapshot (YTD) $1.01 (18 June 2019) For personal use only Mkt. Cap: ~A$220m Disease Focus Oncology Clinical Stage Phase I - III Shares on Issue 218.4m Options on Issue 11.1m IPO Price: $0.65 Cash on Hand ~AUD $23m ASX Ticker TLX • Nov 2017 – IPO on the Australian Securities Exchange (ASX).
Slide 18: Benchmarks: sector is very active
Benchmarks : sector is very active For personal use only ▪ Competing PhIII prostate ▪ Privately held UK program company, majority held ▪ Sold to Novartis in Dec by Syncona LIC. 2018 for USD $2.1Bn ▪ Est market cap of (AUD $2.9Bn) ~£300m (AUD $550m) ▪ Telix is successfully ▪ Limited pipeline, most of
Slide 19: Near-term inflection points
Near-term inflection points For personal use only ✓ End-June : report outcome on pre-Phase III IND meeting (17th of June) with FDA for ZIRCON Phase III study (renal cancer imaging) ✓ End-June : Outcome of Japanese PMDA submission for renal cancer imaging (Phase II – to bridge to global Phase III stu
Slide 20: Management Team Biographies
For personal use only Management Team Biographies 20
Slide 21: Board
Board For personal use only Mr. H. Kevin McCann AM Ms. Jann Skinner Chairman Non-executive Director Kevin is currently Chairman of Citadel Group and former Chairman Ms. Skinner, B Com, FCA, FAICD has extensive experience in audit, accounting and in of Dixon Hospitality, Macquarie Bank Limited, Origi
Slide 22: Management
Management For personal use only Dr. Christian Behrenbruch (Co-Founder, MD and CEO) Dr. Jyoti Arora (Director of Manufacturing Operations) Chris has 20 years of healthcare executive experience as CEO, Mirada Solutions, CTI Jyoti has extensive experience in project management, operations and GMP Mole
Slide 23: International operations
International operations For personal use only Dr. Shintaro Nishimura (President, Telix Japan) Shintaro is a highly-experienced drug development and commercialization professional, with particular emphasis on the use of molecular imaging in drug development. Prior to Telix, Shintaro held senior posi
Slide 24: Scientific advisory board
Scientific advisory board For personal use only Dr. Rodney Hicks Dr. Neil Bander Chair of Urology at Weill Cornell Medical Centre (NY, USA). First led the Chief of Nuclear Medicine and Radiology, Peter MacCallum Cancer Centre development of PSMA-targeting radiopharmaceuticals for prostate (Melbourne
Slide 25: www.telixpharma.com
For personal use only www.telixpharma.com
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