Anagenics Limited · ASX:AN1
Anagenics — Cellmid — Brokers Meet Biotech luncheon, Perth (September 2013)
25 slides from Anagenics's conference presentation, Sep 18, 2013
Slide 1: ASX Announcement: Cellmid CEO presents at Brokers Meet Biotech
ASX ANNOUNCEMENT CELLMID CEO PRESENTS AT "BROKERS MEET BIOTECH” SYDNEY, Wednesday, 18 September 2013: Cellmid Limited (ASX: CDY) provides the following shareholder update, which will be presented at the "Brokers Meet Biotech" luncheon in Perth, on 19th September, by CEO and Managing Director Maria H
Slide 2: Cellmid Limited: High growth assets and solid revenue growth
CELLMID LIMITED HIGH GROWTH ASSETS AND SOLID REVENUE GROWTH September 2013 Maria Halasz CEO
Slide 3: Forward-looking statements
This presentation contains forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks that may cause the actual results, performance or achievements of Cellmid to be materially different from the statements in this presentation. Actual res
Slide 4: Cellmid Limited (CDY:ASX)
Cellmid Limited (CDY:ASX) 6 MONTH SHARE PRICE PERFORMANCE KEY STATISTICS • Share price $0.028 • Market cap $17.6M • Shares on issue 650M • Options 300M • Cash (30 June 2013) $2M • Top 20: 35% • 6 month turnover 675M shares ($23.6M) • Cash burn $250K/m. (before revenue) BOARD MANAGEMENT • Dr David Ki
Slide 5: Agenda
Agenda 1. Cellmid’s business, assets and key milestones 2. Cancer drugs ready for clinical development 3. Cancer diagnostic products: on market with regular royalty from 2014 4. Consumer health: strong revenue growth in 2014 4
Slide 6: 1. Cellmid's business, assets and key milestones
1. CELLMID’S BUSINESS, ASSETS AND KEY MILESTONES 5
Slide 7: Business structure
Business structure Cellmid Midkine Cancer Midkine Cancer Consumer health Therapeutics Diagnostics Broad Intellectual CxBladder launched in USA FGF‐5 inhibitor OTC property by licensee in 2013 hair growth products Revenue growth Validated science sold in AU and Japan, in 2014 2nd license with Quest l
Slide 8: Midkine (MK) assets – broad portfolio
Midkine (MK) assets – broad portfolio Cellmid owns 78 patents (20 patent families) Antibodies to treat cancer Composition of matter/method of treatment (MK antibodies) Production of anti‐MK mAbs using Mdk‐/‐ mice Early diagnosis of cancer Over 250 peer reviewed publications on MK by Cell
Slide 9: Milestone timetable
Milestone timetable 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2013 2014 2014 2014 2014 2015 2015 2015 2015 Cancer IND enabling studies Therapeutic (start and finish) Pre‐IND meeting Phase 1/2a Cancer Fujikura license Diagnostics CxBladder royalty LungDx (Quest) Consumer Chinese, EU and health Indian distributor US
Slide 10: 2. Midkine cancer therapeutics ready for clinical development in 2014
2. MIDKINE CANCER THERAPEUTICS READY FOR CLINICAL DEVELOPMENT IN 2014 9
Slide 11: The number of publications on midkine continue to grow
The number of publications on midkine continue to grow Discovered in 1988, subject of >600 scientific papers since 600 Midkine papers 300 0 Year 10
Slide 12: Midkine is a dominant driver of cancer
Midkine is a dominant driver of cancer Highly basic 13kD protein (121 aa) Two domains (N and C) • Growth factor prominent in embryogenesis, but barely detectable in healthy adults • In adults, midkine expression occurs in two settings: 1. Inflammation 2. Malignancy • >90% amino acid identity between
Slide 13: MK is highly prognostic of poor survival in gastric cancer
MK is highly prognostic of poor survival in gastric cancer 100 % survival 80 MK negative (n=33) 60 40 20 MK positive (n=74) MK-positive IHC Gastric adenocarcinoma 0 0 20 40 60 80 Months Zhao et al Mol Med Report 2012 12
Slide 14: Midkine antibody slows tumor growth
Midkine antibody slows tumor growth • Midkine antibody inhibits primary tumour growth and slows metastasis in osteosarcoma • Intra‐muscular xenograft (143B cell line) • IP injection 24h post xenograft, then every 5 days to 42 days (dose 4mg/kg) Tumor growth Lung metastases (calf circumference, mm) A
Slide 15: Planned Phase 1/2a clinical study
Planned Phase 1/2a clinical study • 4Q2013: Commence IND enabling studies • 3Q 2014: Pre‐IND meeting • 4Q2014: Commence open label study in multiple solid tumours (colorectal, lung, gastric) • 3Q2015: Expected early efficacy information • 4Q2015: Expected completion of phase 1/2a • End stage patient
Slide 16: 3. Cancer diagnostics on market with regular royalties from late 2014
3. CANCER DIAGNOSTICS ON MARKET WITH REGULAR ROYALTIES FROM LATE 2014 15
Slide 17: MK is overexpressed in at least 26 different tumour types
16 Urine Blood Tissue Breast Blank space: not tested Prostate Ovarian Cervical Uterine Lung (NSC) Lung (SC) Lung (brain mets) Neuroblastoma Glioblastoma Medulloblastoma Primative neurectodermal Meninginoma Neurofribromatosis type I Gastric GI stromal
Slide 18: Diagnostic pipeline delivering revenue
Diagnostic pipeline delivering revenue PRECLINICAL CLINICAL MARKET CxBladder for bladder cancer (Pacific Edge) Revenue generating, expect royalties from 2H2014 MK as an early cancer marker (Japan) Fujikura Revenue generating, expect royalties from 2015 Lung cancer diagnostic (Quest) Revenue generati
Slide 19: 4. Consumer health: strong revenue growth in 2014
4. CONSUMER HEALTH: STRONG REVENUE GROWTH IN c2014 18
Slide 20: First clinically validated topical hair growth product in 25 years
First clinically validated topical hair growth product in 25 years 19
Slide 21: Inhibits FGF-5, a protein responsible for hair loss
Inhibits FGF‐5, a protein responsible for hair loss Clinical study results • 21% increase in hair growth rate* • 35% reduction in hair loss* • 12% increase in growing follicles* • 74% found the treatment beneficial for hair growth* *Double blinded placebo controlled clinical study 20
Slide 22: Australian launch confirmed market potential
Australian launch confirmed market potential evolis June 2012 • Launched commercial proof of concept in Australia (website, media, trade) Dec 2012 • More than 700 pharmacies signed up • Positive market response and solid early revenues May 2013 • Acquired global rights with established Japanese dist
Slide 23: Chinese import permits in place
Chinese import permits in place • Chinese import permits for Jo‐Ju and Lexilis brands • Second largest hair growth market globally • Imported cosmetic products attract a premium • Cosmetics market is not price sensitive 22
Slide 24: Summary
Summary High value cancer therapeutic product pipeline going into phase 1/2a studies in multiple cancer indications Revenue generating diagnostics division with multiple licenses and regular royalty expected from late 2014 Revenue generating consumer health division with strong growth from emerging
Slide 25: Thank you
Thank you www.cellmid.com.au @mariahalasz 24
Cellmid — Brokers Meet Biotech luncheon, Perth (September 2013) on 6ix