Pyc Therapeutics Limited · ASX:PYC

Pyc Therapeutics — Phylogica — Investor Presentation (April 2015)

37 slides from Pyc Therapeutics's investor presentation, Apr 9, 2015

Slide 1: Phylogica 2015 Investor Presentation
For personal use only Phylogica* 2015*Investor*Presenta6on* (PYC:ASX)* Harnessing biodiversity for peptide therapeutics
Slide 2: Disclaimer
****Disclaimer* The$ purpose$ of$ the$ presenta.on$ is$ to$ provide$ an$ update$ of$ the$ business$ of$ Phylogica$ Limited$ (ASX:PYC)$ For personal use only [‘Phylogica’].$These$slides$have$been$prepared$as$a$presenta.on$aid$only$and$the$informa.on$they$contain$may$ require$ further$ explana.on$ and
Slide 3: Overview
Overview* For personal use only ! Recent$company$highlights$ ! Update$on$recent$scien.ﬁc$developments$ ! Corporate$strategy$to$return$value$to$shareholders" 3
Slide 4: About Phylogica
About*Phylogica* ! Genentech$deal$worth$USD$142m$–$$to$ﬁght$drug$resistant$superbugs$ For personal use only $ $ ! Licensing$ deal$ with$ Phoremost$ for$ phenotypic$ screening$ and$ small$ molecule$drug$development$ ! PYC$ recent$ breakthrough$ –$ ‘Best$ in$ Class’$ pep.des$ for$ delivering$ smart$ d
Slide 5: Corporate Snapshot
Corporate*Snapshot* *Shareholders* %* Summary* For personal use only B.*Hockings** 27.5* ASX* PYC* Sietsma*Holdings* 10* Cash*(12/14)* $3.7m* Bonadido* 4* Net*Burn* $3.2m* Top*15* 57* Market*Cap** ~$33m* Execu&ve(Team( Dr*Richard*Hopkins*–*CEO* Dr*Paul*WaS*T*CSO* Board(of(Directors( Dr(Doug(Wilson(
Slide 6: Partnerships: focus on intracellular delivery of biologics
Partnerships:*focus*on*intracellular*delivery*of*biologics* For personal use only CNS Delivery Antimicrobials Cell penetrating Intracellular Drug Vaccines peptides Delivery Cancer Antimicrobials Focus/Diﬀeren6a6on* 6"
Slide 7: Phylogica's Core Technology
For personal use only Phylogica’s*Core*Technology*
Slide 8: Majority of drug targets are inside cells
Majority*of*drug*targets*are*inside*cells* Intracellular*Drug*Targets* For personal use only Small$Molecule$Drugs$(10%)$ Targets$druggable$with$ smart$drugs$$(90%)$ Smart$Drugs?$ ! PYC*addressing*unmet*need*to*deliver*biologic*drugs*inside*cells!*
Slide 9: Cell Penetrating Phylomers: delivering biologics cargoes inside cells
Cell*Penetra6ng*Phylomer*(CPPs):* *delivering*biologics*cargoes*inside*cells* For personal use only Poten6al*to*expand*the*druggable*landscape*by*>10Tfold!!* 9(
Slide 10: Validation of 'Best in Class' Phylomers for intracellular drug delivery
For personal use only Valida6on*of** ‘Best*in*Class’*Phylomers*for* intracellular*drug*delivery* 10"
Slide 11: 'Best-in-class' cell penetrating Phylomers for delivering biologics
‘BestTinTClass’*cell*penetra6ng*Phylomers*for*delivering* biologics*drugs*inside*cells* For personal use only 159efold$ 37efold$ 50$ Drug*Deliver*Eﬃciency* 40$ R9$ (%*+ve*Cells)* 30$ TAT$ 20$ Phylomer$CPP$ 10$ 0$ Cell*penetra6ng*pep6de*+*biologics*cargo* ! ‘Best in Class’ delivery against convention
Slide 12: Applications for Phylogica's 'Best-in-Class' Drug Delivery Solution
For personal use only Applica6ons*for*Phylogica’s** ‘BestTinTClass’*Drug*Deliver*Solu6on* * 12"
Slide 13: Delivery solution compatible with multiple drug classes
Phylogica’s*delivery*solu6on*compa6ble*with* mul6ple*drug*classes* For personal use only Pep.des$ ‘Value"Adding’" Toxins$ Phylogica’s$Intracellular$ Improve$delivery$of$exis.ng$ Drug$Delivery$Solu.on$ drugs$$ Nucleic$ Acids$ Small$ Molecules$ 13"
Slide 14: MYC: A 'Holy Grail' cancer target
For personal use only MYC:*A*‘Holy*Grail’*cancer*target** ! MYC:$ Is$ ‘ac.vated’$ in$ most$ human$ cancers$ (>50%)$ and$ is$ associated$with$poor$clinical$outcomes$ !$$ Considered$undruggable$by$conven.onal$small$molecules.$$ ! Inhibi.ng$ MYC$ can$ eradicate$ exis.ng$ tumours$ including$ lung,$ live
Slide 15: Summary of Phylomer CPP-Omomyc fusion studies
Summary*of*Phylomer*CPPTOmomyc*fusion*studies* ! Unprecedented$ $ potencies$ (submicromolar)$ against$ Myc$ in$ drug$ For personal use only resistant$breast$cancer$cell$lines$ ! CPPeOmomyc$fusion$improves$eﬃcacy$of$exis.ng$cancer$drugs$by$ up$to$3X.$ ! First$ evidence$ for$ ac.vity$ of$ a$ CPPeOmomy
Slide 16: Phylogica's Oncology Program: Targeting Breast Cancer
For personal use only Phylogica’s*Oncology*Program** * Targe6ng*Breast*Cancer* 16"
Slide 17: Oncology programme complements 'Value Adding' strategy
Oncology*programme*complements*‘Value*Adding’* strategy* For personal use only ‘Value"Adding’" Improve$delivery$of$exis.ng$ drugs$$ Phylogica’s$Intracellular$ Drug$Delivery$Solu.on$ ‘Phylomer"TherapeuDcs’" Fully$integrated$drug$delivery/ discovery$plakorm$ Plahorm** Proprietary**Products* 17"
Slide 18: Phylogica's proprietary oncology program
Phylogica’s*proprietary*oncology*program* * ! Phylomer$screens$against$validated$and$clinically$relevant$oncology$targets$ For personal use only ! Rapid$progress$over$8$months$ Func6onal* Program* Indica6on* Discovery* Preclinical* Valida6on* In"vitro" In"vivo" * MYC* Breast*Cancer* * Stat*5* Breast
Slide 19: Corporate strategy for unlocking intrinsic value
For personal use only Corporate*strategy*for*unlocking* intrinsic*value*in*plahorm*and* maximising*returns*to*shareholders* 19"
Slide 20: Phylogica's Key Strategic Objectives
For personal use only Phylogica’s*Key*Strategic*Objec6ves* ! Achieve$commercial$realisa.on$of$the$value$of$the$company$ ! Mature$product$focus$into$Preclinical$development$phase$ ! Accelerate$ path$ to$ clinical$ development$ by$ global$ reposi.oning$ of$ the$company$ ! Engage$in$strategic$licensing
Slide 21: Preclinical phase represents a major value inflexion point
For personal use only Preclinical*phase*of*development* represents*a*major*value*inﬂexion*point*
Slide 22: Pre-GFC preclinical M&A exits for platforms were hot
PreTGFC…Preclinical*M&A*exits*for*plahorms*were*hot!* For personal use only ! Median(M&A(value(=($380m( ! All( companies( with( the( excep&on( of( CAT,( CovX( and( Adnexus( were( at( preO clinical(stage(of(development(at(the(&me(of(acquisi&on$
Slide 23: Post GFC preclinical is still the focus
Post*GFC….preclinical*is*s6ll*the*focus:** ! However….shio$from$M&A$to$‘sharederisk’$preclinical$licensing$model$ For personal use only ! 50%*of*top*licensing*deals*in*2013*were*Preclinical/Discovery* Company* Purchased*from* Development*Stage* Deal*Value*($m)* Upfronts* Dainippon*Sumitomo* Edison*
Slide 24: Pharma are paying more for less
Pharma*are*paying*more*for*less!* Significant Value Inflection Now Common Pre-PoC For personal use only LICENSING 2013: MEDIAN UPFRONT PAYMENTS BY STAGE A seller’s market for Discovery and Phase II assets in 2013 Costs* Median Upfront Cash By Stage For Product and Technology Licenses (2008-2012 vs.
Slide 25: Phylogica: successfully repositioned for preclinical development
For personal use only Phylogica:*successfully*reposi6oned* for*preclinical*development* 25"
Slide 26: Essential requirements for preclinical deals
Essen6al*requirements*for*preclinical*deals* For personal use only Feature* PYC* Unique*library*to*generate*high*quality*hits*against*diverse*targets* ︎* Plahorm*to*address*unique*target*landscape*and*unmet*medical*need.** ︎* Strong*IP*barriers*and*FTO* ︎* Scalable*low*cost*produc6on* * Diﬀeren6ated
Slide 27: Proprietary integrated discovery platform ready for preclinical development
Proprietary*integrated*discovery*plahorm*ready*for* preclinical*development* For personal use only Drug*Delivery*Solu6on$ Phylomer*Discovery*Engine$ Disrup6ve*technology$ Cell$Penetra.ng$ 10X$expansion$ Phylomers* in$druggable$ Pep.des$ landscape$ $ $ Fully proprietary molecules 27"
Slide 28: What steps are required to reach a preclinical programme?
For personal use only What*steps*are*required*to* reach*a*preclinical*programme?*
Slide 29: 3 key phases to preclinical development
3*key*phases*to*preclinical*development* Deal*Value/Likelihood* For personal use only Strategic* partnerships* Technical* Milestones* Preclinical* PK,*PD,*Formula6on* In*vivo*valida6on* Discovery*Phase* June,$2015$ Dec,$2015$ June,$2016$ Dec,$2016$ 29"
Slide 30: Accelerating path to preclinical value inflexion with strategic partnerships
For personal use only Accelera6ng*path*to*preclinical* value*inﬂexion*with*strategic* partnerships***
Slide 31: 'Value Adding' strategy to accelerate path to preclinical
‘Value*Adding’*strategy*to*accelerate*path*to*preclinical* For personal use only Strategic$$Partnerships$ ‘Value"Adding’" Improve$delivery$of$exis.ng$ drugs$$ Phylogica’s$Intracellular$ Drug$Delivery$Solu.on$ ‘Phylomer"TherapeuDcs’" Fully$integrated$drug$delivery/ discovery$plakorm$ Plahorm** Precli
Slide 32: Benefits
Beneﬁts* ! Valida.on$of$Phylogica’s$technology$with$external$partners$ For personal use only ! Strategic$ rela.onships$ with$ selected$ pharma$ partners$ will$ enhance$preclinical$licensing/tradeesale$opportuni.es$ ! Revenue$genera.on$to$extend$capital$runway$and$support$pree preclinical$programmes$
Slide 33: The salami approach to strategic discovery licensing/partnering
The*salami*approach*to*strategic*discovery* licensing/partnering:* For personal use only • Partnering$strategy$generated$>$$6.5m$revenue$$in$5$yrs$ • A$single$Phylomer$CPP$provides$mul.ple$licensing$opportuni.es$ A:*Drug* Target* $* $$$* CPP* B:*Drug*Class* Related*Targets* C:*Delivery* $$$* Drugs/T
Slide 34: Phoremost deal...very strategic
Phoremost*deal…very*strategic!* ! Noneexclusive$ license$ to$ Phylomer$ libraries$ for$ phenotypic$ For personal use only screening$and$small$molecule$drug$development$ ! Signiﬁcant$beneﬁts$ﬂow$back$to$Phylogica;$ – Nonedilu.ve$ funds$ to$ unlock$ value$ in$ Phylomer$ plakorm$ +$ 7.5%$ equity$stake$
Slide 35: Spin-Out/Licensing Opportunities
SpinTOut/Licensing*Opportuni6es* For personal use only Phylogica$ Phenotypic$screening$ Diagnos.cs$ (Universal$Speciﬁcity)$ Cyclops$ (Macrocyclisa.on)$ 35"
Slide 36: Summary
Summary* ! Worlds$‘BesteineClass’$pep.des$for$delivering$drugs$inside$cells$ For personal use only ! Phylomers$plakorm$can$access$undruggable$landscape$inside$cells$ and$address$major$area$of$unmet$need.$$ ! Aiming$to$have$preclinical$candidates$<2yrs$ ! Unmatched$ track$ record$ in$ strategic$ lice
Slide 37: Contact Details
Dr*Richard*Hopkins* Contact*Details* Dr*Paul*WaS* Chief*Execu6ve*Oﬃcer* Chief*Scien6ﬁc*Oﬃcer* Tel:$+61$8$9489$7777$ Tel:$+61$8$9489$7777$ For personal use only Fax:$+61$8$9489$7700$ Fax:$+61$8$9489$7700$ Mobile:$+61$405$656$868$ Mobile:$+61$421$550$213$ richardh@phylogica.com* paulw@phylogica.com* w

Phylogica — Investor Presentation (April 2015) on 6ix

Pyc Therapeutics — Phylogica — Investor Presentation (April 2015)

Slide 1: Phylogica 2015 Investor Presentation

Slide 2: Disclaimer

Slide 3: Overview

Slide 4: About Phylogica

Slide 5: Corporate Snapshot

Slide 6: Partnerships: focus on intracellular delivery of biologics

Slide 7: Phylogica's Core Technology

Slide 8: Majority of drug targets are inside cells

Slide 9: Cell Penetrating Phylomers: delivering biologics cargoes inside cells

Slide 10: Validation of 'Best in Class' Phylomers for intracellular drug delivery

Slide 11: 'Best-in-class' cell penetrating Phylomers for delivering biologics

Slide 12: Applications for Phylogica's 'Best-in-Class' Drug Delivery Solution

Slide 13: Delivery solution compatible with multiple drug classes

Slide 14: MYC: A 'Holy Grail' cancer target

Slide 15: Summary of Phylomer CPP-Omomyc fusion studies

Slide 16: Phylogica's Oncology Program: Targeting Breast Cancer

Slide 17: Oncology programme complements 'Value Adding' strategy

Slide 18: Phylogica's proprietary oncology program

Slide 19: Corporate strategy for unlocking intrinsic value

Slide 20: Phylogica's Key Strategic Objectives

Slide 21: Preclinical phase represents a major value inflexion point

Slide 22: Pre-GFC preclinical M&A exits for platforms were hot

Slide 23: Post GFC preclinical is still the focus

Slide 24: Pharma are paying more for less

Slide 25: Phylogica: successfully repositioned for preclinical development

Slide 26: Essential requirements for preclinical deals

Slide 27: Proprietary integrated discovery platform ready for preclinical development

Slide 28: What steps are required to reach a preclinical programme?

Slide 29: 3 key phases to preclinical development

Slide 30: Accelerating path to preclinical value inflexion with strategic partnerships

Slide 31: 'Value Adding' strategy to accelerate path to preclinical

Slide 32: Benefits

Slide 33: The salami approach to strategic discovery licensing/partnering

Slide 34: Phoremost deal...very strategic

Slide 35: Spin-Out/Licensing Opportunities

Slide 36: Summary

Slide 37: Contact Details