Invion Ltd. · ASX:IVX
Invion — Investor Presentation (October 2023)
18 slides from Invion's investor presentation, Oct 24, 2023
Slide 1: ASX Announcement: Investor Presentation
ASX ANNOUNCEMENT INVESTOR PRESENTATION MELBOURNE (AUSTRALIA) 24 October 2023: Invion Limited (ASX: IVX) (“Invion” or the “Company”) is pleased to attach the investor presentation that the Company’s Executive Chairman and Chief Executive Officer, Thian Chew, will be using at two conferences and inves
Slide 2: Corporate Presentation October 2023
CORPORATE PRESENTATION October 2023
Slide 3: Disclaimer
DISCLAIMER The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Invion Limited (Company). In preparing this presenta
Slide 4: Summary: Clinical Inflexion Point
SUMMARY CLINICAL INFLEXION POINT Invion is leading the global research and development of the Next-Generation Photodynamic Therapy (NGPDT) called PhotosoftTM for the treatment of a range of cancers, atherosclerosis and infectious diseases Disease areas: Cancer + atherosclerosis and infectious dise
Slide 5: Background and Development Timeframe
BACKGROUND AND DEVELOPMENT TIMEFRAME PATHWAY TO CLINICAL TRIALS Partnership with PoC 2: Complete Peter Mac regression of TNBC COVID-19 Lockdowns PoC 3: INV043 significantly Potential in improves ICI therapy metastatic cancers Photosoft shows activity against Zika in vitro Photosoft destroys INV043 e
Slide 6: The Photosoft Advantage
THE PHOTOSOFTTM ADVANTAGE A NOVEL CANCER TREATMENT NGPDT (Next-Gen PDT) is a ground-breaking technology that overcomes many of the NGPDT is a minimally invasive modality for treating cancer that specifically identifies and shortcomings of early PDT technologies and destroys cancer cells whilst leavi
Slide 7: Lead Cancer Drug Candidate INV043
LEAD CANCER DRUG CANDIDATE INV043 PATHWAY TO A US$271B MARKET OPPORTUNITY1 Preclinical studies in lead cancer candidate INV043 show: INV043 activity against multiple cancer cell types4 Effective in regressing multiple types of cancer in vivo ~600x greater photoxicity than Talaporfin (widely used pho
Slide 8: Proof of Concept: Primary Tumour Pilot Study
PROOF OF CONCEPT: PRIMARY TUMOUR PILOT STUDY REGRESSION AND PROTECTIVE IMMUNITY • Triple Negative Breast Cancer (TNBC) is a hard-to-treat cancer resistant to most chemotherapies • Proof of Concept (PoC) pilot showed complete regression of TNBC in vivo following INV043 treatment • Tumour mass undetec
Slide 9: Proof of Concept: Immune Checkpoint Inhibitors (ICI)
PROOF OF CONCEPT: IMMUNE CHECKPOINT INHIBITORS (ICI) COMBINATION THERAPY FOR A US$155B MARKET1 (BY 2031) • Immune checkpoint inhibitors are widely used for the treatment of lung cancer and melanoma. However, ICI treatments are typically only effective on a small proportion of patients • Proof of Con
Slide 10: Broad-Spectrum Anti-Microbial Potential
BROAD-SPECTRUM ANTI-MICROBIAL POTENTIAL POSSIBILITY FOR SEVERAL ANTIMICROBIAL TREATMENTS – INCLUDING ORAL “Antimicrobial resistance (AMR) is one of the top 10 threats facing humanity” World Health Organisation1 Leading Institutions: Viroclinics conducted virus SARS-CoV-2: Omicron tests & ACARE (Univ
Slide 11: Target Indications and Timeframes
TARGET INDICATIONS AND TIMEFRAMES MULTIPLE CLINICAL TRIALS, MULTIPLE INDICATIONS AND FORMULATIONS DISEASE AREA (CALENDAR YEAR) 2H2023 1H2024 2H2024 1H2025 2H2025 >CY26 CANCER1 Recruitment and Treatment Non-Melanoma Skin Cancers (Topical)2 Adaptive platform design Follow up and monitoring Solid Tumou
Slide 12: Non-Melanoma Skin Cancer (NMSC)
NON-MELANOMA SKIN CANCER (NMSC) THE WORLD’S MOST COMMON CANCER : SKIN CANCER4 Australia: Highest skin cancer incidence globally2 Melanoma NM SC : Inc id en ce r a tes ~1% ( 2020) 2 p er 100,0 0 0 SCC Others ~19% ~1% 150 114.9 100 64.4 BCC 50 SQUAMOUS- CELL CARCINOMA 16 ~79% 1.5 0 Australia USA & Eur
Slide 13: Evaluating NMSC Therapies
EVALUATING NMSC THERAPIES1 IVX-PDT – POTENTIAL TO DISPLACE STANDARD OF CARE GOOD Metvix/ALA) IVX-PDT Less Pain/ More Pain/ Discomfort Discomfort) COSMETIC RESULT Cryosurgery Mohs Surgery Curettage & Electrodessication Excisional Surgery POOR FAIR EFFECTIVENESS GOOD 12 Next Generation Photodynamic Th
Slide 14: Oral Microbial Diseases
ORAL MICROBIAL DISEASES GLOBALLY 3.5B PEOPLE SUFFER FROM A FORM OF ORAL DISEASES1 COMMON ORAL MICROBIAL DISEASES4 BACTERIAL VIRAL FUNGAL • Dental Caries • Herpetic • Oral Thrush • Periodontitis gingivostomatitis (Candida infection) Silent epidemic: Affects >50% of 90% of world population is Globally
Slide 15: New Market Opportunities
NEW MARKET OPPORTUNITIES EXPANDED TERRITORIES AND NEW DISEASE AREAS Invion’s exclusive territories give access to markets with >3 billion people Cancer Funding Remains primary focus for Invion’s clinical development RMW Invion Australia and New Zealand Territory 100% 0% Expanded Territories in Asia
Slide 16: Leadership Team
LEADERSHIP TEAM THE RIGHT EXPERTISE FOR SUCCESS THIAN CHEW SCOTT CARPENTER EXECUTIVE CHAIRMAN & CEO PROGRAM DIRECTOR • Managing Partner, Polar Ventures • Director Business Development, Starpharma • Executive Director, Goldman Sachs • Program Manager, AusBiotech • Director, KPMG Consulting, Senior Ma
Slide 17: Market Overview
1-Year Price and Volume MARKET OVERVIEW $0.005 (@ 17 October 2023) Market Cap A$32.1m Source: Market Index Clinical-stage life sciences company developing the Focus PhotosoftTM technology as Top 10 Shareholders % a treatment for a range of POLAR VENTURES LIMITED 8.49 diseases including cancers BNP P
Slide 18: Invion
INVION