Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Corporate Update (September 2024)
43 slides from Botanix Pharmaceuticals's corporate update, Sep 16, 2024
Slide 1: Botanix Webinar – Presentation Copy
16 September 2024 Botanix Webinar – Presentation Copy Philadelphia PA and Phoenix AZ, 16 September 2024: Clinical dermatology company, Botanix Pharmaceuticals Limited (ASX: BOT, “Botanix” or “the Company”), announces that it will be hosting a webinar tomorrow morning - Tuesday 17 September 10:30am A
Slide 2: Contact and Cautionary Note on Forward-Looking Statements
For more information, please contact: General enquiries Investor enquiries Media enquiries Corporate Communications Hannah Howlett Haley Chartres Botanix Pharmaceuticals WE Communications H^CK P: +61 8 6555 2945 P: +61 450 648 064 P: +61 423 139 163 investors@botanixpharma.com hhowlett@we-worldwide.
Slide 3: Sofdra Important Safety Information & Indication
Sofdra Important Safety Information & Indication Indication Sofdra (sofpironium) topical gel, 12.45% is a prescription anticholinergic medicine used on the skin (topical) to treat excessive underarm sweating (primary axillary hyperhidrosis) in adults and children 9 years of age and older. IMPORTANT
Slide 4: Commercial Day – Sofdra, September 2024
MAY 2024 W W W .B O TA NI X P H A R M A .C O M Commercial Day Sofdra September 2024 For personal use only
Slide 5: Notice and Disclaimer
Notice and Disclaimer 1. Summary information This presentation has been prepared by Botanix Pharmaceuticals Ltd (“Botanix”) and contains summary information about Botanix and the business conducted by it which is current as at the date of this presentation (“Presentation”) (unless otherwise indicate
Slide 6: Botanix Overview
Botanix Overview For personal use only DERMATOLOGY WORLD CLASS FDA APPROVED WELL NOVEL DERM FOCUS TEAM “SOFDRA” CAPITALISED PLATFORM New treatments US-based team Sofdra now ~A$79 million at end Platform combines W W W . B O T A N I X P H A R M A . C O M for common that has been approved by FDA for o
Slide 7: Corporate Overview
Corporate Overview For personal use only ASX: BOT TRADING INFORMATION Share price A$0.42 6-month low / high A$0.19/A$0.44 W W W . B O T A N I X P H A R M A . C O M Shares outstanding 1,814,037,788 Market Capitalization A$762m Cash A$79m Debt Nil SUBSTANTIAL SHAREHOLDERS Shareholder % Antares Capital
Slide 8: Today's focus
Today’s focus For personal use only Results of a recent survey of hyperhidrosis patients W W W . B O T A N I X P H A R M A . C O M Commercial plan and Patient Experience Program How we find patients and broader digital approach Telemedicine platform and concierge service for patients Reimbursement a
Slide 9: Botanix Commercial Day Webinar Presenters
Botanix Commercial Day Webinar Presenters Botanix For personal use only Team W W W . B O T A N I X P H A R M A . C O M VINCE IPPOLITO HOWIE MCKIBBON JOHN SCHOHL MATT CALLAHAN Executive Chairman Chief Executive Officer VP Managed Markets Board Executive Director • COO of Anacor and Medicis; • Former
Slide 10: Patient Survey
For personal use only DAY 2 02 4 C O M ME R C I A L Survey Patient Survey Patient W W W . B O T A N I X P H A R M A . C O M
Slide 11: Independent US adult hyperhidrosis patient survey
Independent, commissioned US adult hyperhidrosis patient survey - attitudes, preferences, and hope Selections from a consumer survey conducted by International Hyperhidrosis Society on behalf of E&P analyst David Nayagam For personal use only Fielded 22 May 2024–6 June 2024 W W W . B O T A N I X P H
Slide 12: If more effective than OTC antiperspirants, patients will try a new product
If more effective than OTC antiperspirants, patients will try a new product Q2: If a new prescription topical gel is clinically proven to be more effective in reducing underarm sweating than available over-the-counter (OTC) products, what is the likelihood that you would try it? For personal use onl
Slide 13: Hyperhidrosis patients are resilient regarding side effects
Hyperhidrosis patients are surprisingly resilient regarding side effects – within reason Q3: If this same prescription product—that is clinically proven to be more effective than the available OTC products for reducing underarm sweating—has a small potential for side effects like dry mouth, would th
Slide 14: Top reasons for patient choices
Top reasons for patient choices Q6: If given the choice between two treatments that had similar impact on reducing your underarm sweating, what are your top reasons you would try one product over another? You can choose up to 3! For personal use only W W W . B O T A N I X P H A R M A . C O M 0% 10%
Slide 15: Patient's minimum efficacy to try and comply
For personal use only Patient’s minimum efficacy to try and comply Q7: Putting aside all other considerations, what’s the minimum amount a product needs to reduce your underarm sweating 55% W W W . B O T A N I X P H A R M A . C O M for you to strongly consider trying it? 0% 10% 20% 30% 40% 50% 60% 7
Slide 16: Commercial Plan
For personal use only C O M ME R C I A L DAY Commercial 2 02 4 Plan Commercial
Slide 17: Planned commercialization timeline
Planned commercialization timeline ENGAGE ESTABLISH EXPAND SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC For personal use only Patient Experience Program VP, Sales Hired W W W . B O T A N I X P H A R M A . C O M Field Managers Hired Fall Clinical Dermatology Conference All IHhS Pat
Slide 18: Targeting the patients and the dermatologists in the office
Targeting the patients and the dermatologists in the office and separately accessing the untreated patients For personal use only ~16.1M Hyperhidrosis Patients W W W . B O T A N I X P H A R M A . C O M DIAGNOSED TARGETS NOW HH TARGETS ~7M ~10M Identifying and targeting patients Axillary Hyperhidrosi
Slide 19: Botanix sales force deployment
Botanix sales force deployment Three Regions: Northeast, Central & West (9 per Region) For personal use only W W W . B O T A N I X P H A R M A . C O M Region Reps Northeast 9 Central 9 West 9 16 Source: AlignMix, IQVIA 12m TRx AD Branded Market
Slide 20: Messaging development and testing well advanced
Messaging development and testing well advanced July August September October November For personal use only Messaging Narrative Story Refinement Message Finalization Segmentation Test Plan & Core Story & Analysis and Planning (Digital) W W W . B O T A N I X P H A R M A . C O M Core Story & Claims F
Slide 21: Engaging a highly qualified segment of our priority targets
Engaging a highly qualified segment of our priority targets For personal use only Sofdra Patient Experience Program (PEP) ❖ Highly qualified patients selected from the IHhS database will utilize the W W W . B O T A N I X P H A R M A . C O M platform to gain early access to Sofdra PRIORITY ❖ At point
Slide 22: The IHhS subscriber database
The IHhS subscriber database For personal use only ❖ The International Hyperhidrosis Society (IHhS) is the world’s largest organization dedicated to hyperhidrosis W W W . B O T A N I X P H A R M A . C O M ❖ Members self selected to receive regular information about new treatments, studies and other
Slide 23: Accessing Sofdra and providing feedback
Accessing Sofdra and providing feedback For personal use only Email invite by IHhS W W W . B O T A N I X P H A R M A . C O M Click thru to telehealth Diagnose and ship Survey and adjust 20
Slide 24: Finding and engaging patients
For personal use only C O M ME R C I A L DAY Finding and W W W . B O T A N I X P H A R M A . C O M 2 02 4 Finding engaging and engaging patients patients
Slide 25: Klick Health: not your typical agency
NOT YOUR TYPICAL AGENCY Klick is the world's largest OUR 50% For personal use only HCP FOCUS 100 % commercialization Healthcare 50% Consumer partner in life We partner with clients at all sciences stages of the product lifecycle: pre-launch to maturity and loss of exclusivity. FULL-SERVICE EXPERTISE
Slide 26: We are exclusively healthcare and have deep Derm expertise
We are exclusively healthcare and have deep Derm expertise For personal use only Oncology Rare Arthritis Anti- OTC Co- Medical Disease inflammatory / Promotes Devices Biologics W W W . B O T A N I X P H A R M A . C O M Immunology Women’s Bleeding Cardiovascular Respiratory Neurology Neuroscience Hea
Slide 27: Focusing on the most treatment-ready patients
Focusing on the most Total US Population treatment - For personal use only ~336 M Hyperhidrosis Patients ready Sofdra ~16 M W W W . B O T A N I X P H A R M A . C O M patients Axillary Hyperhidrosis ~10 M Heath Claims Identified ~ 3M ~7 M Diagnosed Undiagnosed Priority ~ 3.3M ~ 3.7M DTC Targets Diagn
Slide 28: Health and behavioral signals identify patients in most need
Distinct H E A L T H & B E H A V IO R A L S IG N A L S D ATA S OU RC E S / M E DI A E N V IR ONM E N TS health and 1 Health Claims behavioral For personal use only 2 signals Content Engagement identify 3 W W W . B O T A N I X P H A R M A . C O M Social Conversation and Sentiment patients in the 4 mo
Slide 29: Telemedicine Amplification Planning
Telemedicine Amplification Planning Our digital ecosystem will work to drive and accelerate trial via telehealth For personal use only ACCELERATE INTEREST DRIVE CONSIDERATION DRIVE TRIAL Of Sofdra and our unique telemedicine Highlighting the ease and value of our telemedicine Seamlessly driving pati
Slide 30: Real-time investment optimizations based on true commercial impact
Real-time investment optimizations based on true commercial impact For personal use only TR A D ITI ON A L M ASS A PPRO A CH K LI CK -B OT AN IX B USI N ESS I MPAC T A PPR OA CH 1 Media Delivery KPIs 2 Audience Quality/Gross 3 Net Conversion Conversion KPIs to Brand KPIs INSIGHTS FOR Are we efficien
Slide 31: We outsmart, not outspend
We outsmart, not outspend CASE: Dermatology Brand For personal use only A hyper-targeted DTC media approach drove 3.6x new patient starts over previous agency approach with 46% W W W . B O T A N I X P H A R M A . C O M less investment • Launched a highly targeted DTC media campaign vs. a broad, trad
Slide 32: Telemedicine and fulfilment
For personal use only W W W . B O T A N I X P H A R M A . C O M C O M ME R C I A L Telemedicine DAY 2 02 4 andTelemedicine fulfilment and fulfilmen
Slide 33: Telemedicine offers a unique opportunity to activate unsatisfied patients
Telemedicine offers a unique opportunity to activate unsatisfied patients that don’t have a dermatologist Telemedicine – the unquestionable future of healthcare For personal use only Shortening time to Rx Maximizing profitability W W W . B O T A N I X P H A R M A . C O M Addressing access hurdles Ge
Slide 34: UpScript - experienced partner of choice for pharma
UpScript - experienced partner of choice for pharma Partnering with Pharma Since 2010 For personal use only W W W . B O T A N I X P H A R M A . C O M 2001 2010 2011 2016 2017 2018 2019 2020 2021 2022 2023 2024 Acquired an online pharmacy to develop a business focused on delivering online healthcare
Slide 35: Patient Path - UpScript's fully integrated model
Patient Path - UpScript’s fully integrated model allows patients direct access from anywhere 24/7 Sofdra Patient Path For personal use only W W W . B O T A N I X P H A R M A . C O M Brand/ Patient Registers Completes an Schedules Provides Product page or Logs In Online Medical Appointment Payment In
Slide 36: UpScript key visit facts and service levels
UpScript key visit facts and service levels 35,000 physician visits in 2024 to date For personal use only Visit Metrics W W W . B O T A N I X P H A R M A . C O M ❖ Median time from payment provided to visit completed is 17 hours (asynchronous and synchronous) – shortest time ~2 minutes ❖ 62% of pati
Slide 37: Reimbursement and contracting
For personal use only W W W . B O T A N I X P H A R M A . C O M C OMMER C IA L Reimbursemen D AY Reimbursement 20 24 and contracting Contracting
Slide 38: Reimbursement plan is on track
Reimbursement plan is on track ❖ Primary axillary hyperhidrosis is a reimbursed medical condition that does not require a For personal use only separate “code” ❖ A patient’s access to Sofdra will either be: − covered with no restrictions; W W W . B O T A N I X P H A R M A . C O M − covered with one
Slide 39: Botanix fully engaged with clinical and financial discussions with all target accounts
Botanix fully engaged with clinical and financial discussions with all target accounts Zinc Health (GPO) / CVS Caremark PBM 34M BCBS MA 1.3M Horizon (BCBS NJ) 650k For personal use only Emisar (GPO) / OptumRx PBM 27M BCBS AL 1.2M HealthPartners 595k Ascent Health (GPO) / Express Scripts PBM 22.6M Fl
Slide 40: Expected Sofdra coverage
Expected Sofdra coverage Expected Sofdra Coverage Expected Sofdra Coverage For personal use only Commercial Lives (167M) Including Medicaid/VA/TRICARE (266M) W W W . B O T A N I X P H A R M A . C O M 10% 6% 12% 23% 36% 19% 35% 59% Covered – no restrictions Covered – PA to label or single step edit N
Slide 41: Summary
For personal use only D AY 20 24 C OMMER C IA L Summary Summary W W W . B O T A N I X P H A R M A . C O M
Slide 42: Planned commercialization timeline
Planned commercialization timeline ENGAGE ESTABLISH EXPAND SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC For personal use only Patient Experience Program VP, Sales Hired W W W . B O T A N I X P H A R M A . C O M Field Managers Hired Fall Clinical Dermatology Conference All IHhS Pat
Slide 43: Sofdra commercial success is built on pillars
Sofdra commercial success is built on 3 pillars LARGE MARKET AND FRICTIONLESS ACCESS PRODUCT SPEED TO PATIENT 1 ENGAGED POPULATION 2 3 WITH TELEMEDICINE AND ENSURING EVERY REFILL For personal use only AXILLARY HYPERHIDROSIS PATIENTS W W W . B O T A N I X P H A R M A . C O M ~10M PATIENTS SEEKING RX
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