Valeo Pharma Inc. · OTC:VPHIF
Valeo Pharma — Investor Presentation (September 2021)
23 slides from Valeo Pharma's investor presentation, September 2021
Slide 1: Corporate Presentation September 2021
Corporate Presentation September, 2021 (CSE: VPH) (OTCQB: VPHIF) (FSE: VP2)
Slide 2: Forward-Looking Statements
INTRODUCTION Forward-Looking Statements: This presentation, including the documents incorporated by reference herein, contains “forward-looking information” as defined under Canadian securities laws (collectively, “forward-looking statements”). All statements other than statements of historical fact
Slide 3: About the Company: Valeo's Canadian Roots
ABOUT THE COMPANY Valeo’s Canadian Roots Rooted in specialty pharma, Valeo is devoted to (growing) Canadian healthcare by licencing and acquiring Canadian rights to commercial stage, innovative and proprietary drugs. Founded in 2003, Valeo Pharma originally focused on dermatology and Hospital specia
Slide 4: Areas of Focus
INTRODUCTION Areas of Respiratory Spec. Products $ Focus ENERZAIR®/ATECTURA® REDESCA® Valeo’s company growth is coming by way of four PIVOTAL 2021 therapeutic areas, showcased at right. ~$15m Revenues PAGE 4 Within these four areas we now have 8 marketed brands and 4 additional products Neurology ON
Slide 5: Growing Portfolio of Products
PORTFOLIO Growing Portfolio Of Products RESPIRATORY Est. Peak Sales ENERZAIR® Transformative Marketed $100M+ ATECTURA® Transformative Marketed $40M+ SPEC PRODUCTS REDESCA® Transformative Marketed $30M+ PAGE 5 HESPERCO® Transformative Marketed $10M+ M-ESLON® Base Marketed $8M AMETOP® Base Marketed $2
Slide 6: Valeo's Fully Integrated Capabilities
VALEO PHARMA Valeo’s Fully Integrated Capabilities Finances Administration, Business Development & Valeo Pharma has all the required capabilities and the full infrastructure to Legal, HR Licensing register and properly manage its growing product portfolio through all stages of commercialization Orde
Slide 7: Building Canadian Pharmaceutical Growth: Revenue Streams
Building Canadian INTRODUCTION Pharmaceutical Growth Valeo’s Revenue Streams $160m x 20 Enerzair® Breezhaler® (asthma therapy) PAGE 7 $100+ Atectura® Breezhaler® (asthma therapy) $30m Redesca ® (LMWH Biosimilar) $10m HesperCo ® (Immune system support) $4m Onstryv ® (Parkinson disease) $8m Spec. Prod
Slide 8: Asthma In Canada
PORTFOLIO Asthma In Canada An estimated 3.8 Million Canadian suffer from Asthma1 Approximately Asthma is the most common 317 Canadians 850,000 are diagnosed with are children under chronic disease Asthma every day4 he age of 142 among children3 Severe Asthma Direct costs of Asthma costs are Asthma i
Slide 9: Asthma Maintenance Market
Asthma Maintenance Market: 750/800M$ 1% 23% 29% PAGE 9 43% 34% 30% 21% 16% 16% CSE:VPH
Slide 10: Asthma Product: Enerzair Breezhaler
PORTFOLIO Asthma Product: Enerzair® breezhaler® Launch: Q3 -2021 PAGE 10 Status: Approved by Health Canada in Jun20 Indication: Asthma Value: First LABA/LAMA/ICS approved for asthma treatment Team: Valeo’s dedicated team of 60 HC Partner: Novartis Pharma Canada CSE:VPH Source : IQVIA –IMS
Slide 11: Enerzair Main Clinical Results
ENERZAIR® Main Clinical Results POSOLOGY Asthma is a chronic inflammatory disease that causes the airways in the Enerzair Advair + Tio lungs to narrow and swell. VS t Symptoms include wheezing, 1 drug 2 drugs breathlessness, chest tightness, cough 1x a day 4 puffs a day and Asthma attacks (exacerbati
Slide 12: Asthma Product: Atectura Breezhaler
PORTFOLIO Asthma Product: Atectura® breezhaler® Launch: Q3 -2021 PAGE 12 Status: Approved by Health Canada in Apr20 Indication: Asthma Value:: Next generation dual therapy LABA/ICS Team: Valeo’s dedicated team of 60 HC Partner: Novartis Pharma Canada CSE:VPH Source : IQVIA –IMS
Slide 13: Atectura Main Clinical Results
Atectura Main Clinical Results CLINICAL RESULTS Best in class dual combination LABA/ICS Results vs Advair 1.0 - Improvement of Rate ratio (95% Cl) Rate ratio (95% Cl) lung function (3) 0.9 - 0.78 (0.66, 0.93) 0.74 (0.61, 0.91) 0.8 - +48ml 0.7 - Annualized rate PAGE 13 Atectura vs high dose 0.6 - (Ad
Slide 14: Enerzair and Atectura Patient Share
MARKET SHARE Enerzair and Atectura Patient Share ENERZAIR® ACTECTURA® Total addressable Total addressable Enerziare Market Actectura Market 450,000 714,000 PATIENTS PATIENTS PAGE 14 *Turn over *Turn over Member of patiens Member of patiens Patient share Patient share $100 M $40 M $39,000 $123,000 30
Slide 15: Special Product: Redesca (Biosimilar)
PORTFOLIO Special Product: Redesca® (Biosimilar) Launch: Q2 -2021 Status: Approved by Health Canada Dec 2020 Indication: Prevents deep vein thrombosis and pulmonary embolism Value: Only Heparin biosimilar clinically tested, largest global patient exposure, supports affordability (health care) PAGE 1
Slide 16: Special Product: Hesperco
PORTFOLIO Special Product: Hesperco® Launch: Launched in Q4 -2020 PAGE 16 Status: Approved by Health Canada Indication: Anti-Oxidant - Immune system support Value: Only available highly dosed hesperidin, supports Immune system in fighting infections Clinical trial: Covid-19 trial sponsored by the Mon
Slide 17: Neurology Product: Onstryv
PORTFOLIO Neurology Product: Onstryv® Launch: NOC granted, and product launched in Q3 2019 PAGE 17 Status: Received positive recommendation for public reimbursement (QB) Indication: 2nd line treatment of Parkinson’s Disease Value: 1st treatment in PD launched in Canada since 2006, providing symptoms
Slide 18: Oncology: Yondelis
PORTFOLIO Oncology: Yondelis® Launch: Q4 - 2020 PAGE 18 Status: Approved by Health Canada (DIN Transfer) Indication: 2nd line treatment in Soft tissue sarcoma (STS) Value: Global standard second line treatment for advanced STS of multiple subtypes, as it is the only agent able to provide long-term d
Slide 19: Revenue Forecast
REVENUE FORECAST Revenue Forecast (Based on Existing Pipeline) Consolidated revenue forecast over 5 years April - June 2021 PAGE 19 Redesca Launch Enerzair/ Atectura EBITDA Launches 30%+ CSE:VPH
Slide 20: Leadership Team
LEADERSHIP TEAM Leadership MANAGEMENT BOARD Steve Saviuk Frederic Fasano Richard J. MacKay Micheal G. Wells Founder, CEO President and COO Chairman Board Member Founder and CEO Since 2003 Ex Servier Canada President Former Vice-Chairman of Princeton Bio Capital Partners, Stiefel Laboratories BoD Cov
Slide 21: Capital Structure
INVESTMENT Capital Structure (as at Sept 2nd, 2021) SHARES/TRADING Share Price (as at September 2, 2021) $0.65 52 Week High $1.53 52 Week Low $0.57 PAGE 21 Average Daily Volume (approx.) 256K Management aligned with shareholders. CAPITALIZATION MILLIONS Significant insider Shares Outstanding 78.6 own
Slide 22: Valeo's Transformation Summary
SUMMARY Valeo’s Transformation Summary PAGE 22 ● Revenue growth 100%+ in FY 2021 ● EBITDA positive in H2 2022 ● TSX uplisting targeted in 2021 ● Launch: Redesca ®, the first LMWH biosimilar, Apr 2021 ● Launch: Enerzair ®, first-in-class triple combination in Asthma, June 2021 ● Launch: Atectura ®, bes
Slide 23: Contact Us
Contact Us PHONE (514) 694-0150 EMAIL ir@valeopharma.com WEB valeopharma.com
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