Immuron Limited · ASX:IMC
Immuron — Investor Presentation (April 2024)
13 slides from Immuron's investor presentation, Apr 23, 2024
Slide 1: The Watchlist Investor Presentation
THE WATCHLIST I N V E STO R P R E S E N TAT I O N 23 APRIL 2024 S t e v e n Ly d e a m o r e - C E O NASDAQ: IMRN ASX: IMC 1
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT C e rta in state m e nts ma de in this pre s e nta t io n a re fo rwa rd- lo o k i n g state m e nt s a nd a re ba s e d o n I mmuro n’s c urre nt ex pe c ta tio n s , e stimate s a nd pro j e c tio ns . Wo rds s uc h a s “a ntic ip a te s ,” “ex pe c ts ,” “inte n ds ,” “pla n
Slide 3: Executive Summary
EXECUTIVE SUMMARY Immuron Ltd (NASDAQ:IMRN) (ASX:IMC) is a globally integrated biopharmaceutical company focused on developing, and commercialising, oral immunotherapeutics for the treatment of gut mediated diseases Financial Snapshot • Two commercially available oral immunotherapeutic products – Tr
Slide 4: IMM-124E Billion Dollar Market - High Unmet Need
IMM-124E Billion Dollar Market BILLION DOLLAR MARKET Traveller’s diarrhoea treatment market is large and growing at a CAGR of ~7%1 - HIGH UNMET NEED Industry tailwinds Travel picking up significantly following COVID lockdowns Frequent Symptoms 30% - 70% of travelers experience traveller’s diarrhoea2
Slide 5: Technology Platform
TECHNOLOGY PLATFORM Bovine colostrum is the first milk of cows after calving. It is rich in immunoglobulins, lactoferrin, lysozyme, lactoperoxidase, growth factors and bioactive peptides. Colostrum has higher levels of protein, fat, vitamins, and minerals when compared to milk. This enables full dev
Slide 6: Travelan Sales Continue Strong Growth
TRAVELAN® SALES CONTINUE STRONG GROWTH Global • FYTD Mar 2024 AUD$3.6 million up 154% on (prior comparative period) pcp • Mar 2024 Quarter AUD$1.3 million up 51% on pcp and 75% on last quarter Australia • FYTD Mar 2024 AUD$2.8 million up 234% on pcp • Mar 2024 Quarter AUD$0.9 million up 66% on pcp a
Slide 7: Status of Product Portfolio and Key Milestones
STATUS OF PRODUCT PORTFOLIO AND KEY MILESTONES US Department of Defense grant of US$4.45 million to examine a dosing regimen for Travelan® more suited for use by the military Immuron’s Clinical Programs • Market evaluation by Lumanity confirms the Traveler’s Diarrhea market Compound or Indication Ph
Slide 8: Near Term Milestones Anticipated to Drive Value
NEAR TERM MILESTONES ANTICIPATED TO DRIVE VALUE 2H 2022 1H 2023 2H 2023 1H 2024 2H 2024 • FDA IND1 approved for • IRB Approval4 • 100% of patients enrolled • Topline results for IMM- • Clinical Study Report single daily dose IMM- • Initiated IMM-124E ETEC2 • Completion of In-patient 124E ETEC2 clini
Slide 9: Immuron's Clinical Programs - Opportunity Assessment
IMMURON’S CLINICAL PROGRAMS – OPPORTUNITY ASSESSMENT › Immuron’s development of IMM-124E (hyperimmune › Infectious disease experts reacted favorably to the IMM-529 bovine colostrum) as a prescription medication has MOA, and its unique ability to target three elements of the the potential to address
Slide 10: IMM-124E Phase 3 Strategy
IMM-124E PHASE 3 STRATEGY Pre 2H 2024 1H 2025 2H 2025 Post • Phase 1 clinical study • Clinical Study Report • Phase 3 FDA meeting • Initiate Phase 3 • Trial duration ~ 2 (Baltimore, 1996) • End of Phase 2 FDA years • Phase 2 clinical study meeting • End of Phase 3 FDA (Poland, 2000) meeting • FDA1 I
Slide 11: World First Triple Mechanism of Action for CDI
WORLD FIRST TRIPLE MECHANISM OF ACTION FOR CDI IMM-529 Indication / Target IMM-529 will be indicated for the treatment of recurrent C. difficile Population infection Product • Novel antibody-containing therapeutic which neutralizes C. difficile Description / but does not impact the microbiome Mechan
Slide 12: Steven Lydeamore, Chief Executive Officer
STEVEN LYDEAMORE CHIEF EXECUTIVE OFFICER IMMURON LIMITED CONTACT INFORMATION: EMAIL: STEVE@IMMURON.COM PHONE: AUSTRALIA: +61 438 027 172 12
Slide 13: Scientific References
SCIENTIFIC REFERENCES Travelan® (IMM-124E) Travelan® has been shown to reduce both the incidence and severity of ETEC-induced diarrhea in up to 90% Scandinavian Journal of Gastroenterology, 46:7-8, 862-868, DOI: of volunteers 10.3109/00365521.2011.574726 Clinical Evaluation of Travelan® an Oral Prop