Biotron Limited · ASX:BIT
Biotron — BIO CEO and Investor Conference 2012
18 slides from Biotron's conference presentation, Feb 15, 2012
Slide 1: CEO Presentation at International Investor Conference (ASX cover letter)
Level 2, 66 Hunter Street Sydney NSW 2000 Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: pnightingale@biotron.com.au For personal use only Website: www.biotron.com.au 15 February 2012 The Manager Companies ASX Limited 20 Bridge Street Sydney NSW 2000 (18 pages by email) Dear Madam CEO PRESENTAT
Slide 2: About Biotron
About Biotron Biotron Limited is engaged in the research, development, and commercialisation of drugs targeting significant viral diseases with unmet medical need, with a major focus on HIV and HCV. The Company has BIT225 in clinical development for both HIV and HCV, and also has several earlier sta
Slide 3: Biotron Limited - BIO CEO and Investor Conference, New York
BIOTRON LIMITED For personal use only ASX:BIT BIO CEO and Investor Conference, New York February 2012 Michelle Miller CEO & Managing Director
Slide 4: Forward Looking Statements
Forward Looking Statements For personal use only This presentation may contain forward‐looking statements with respect to the financial condition, results and business achievements/performance of Biotron Limited and certain of the plans and objectives of its management. These statements are statemen
Slide 5: Biotron Limited Overview
Biotron Limited Overview • Clinical stage drug development company For personal use only • Focus on developing novel small molecule antiviral drugs • Hepatitis C virus (HCV), HIV, Dengue and others • Established in 1999 • Spun out from the Australian National University, Canberra, Australia; • Headq
Slide 6: Key Financials and Facts
Key Financials and Facts KEY FINANCIALS BOARD AND MANAGEMENT ASX Code BIT Mr Michael Hoy Chairman For personal use only Current Share Price (13 Feb ‘12) A$0.135 Dr Michelle Miller CEO & Managing 52 Week High A$0.19 Director 52 Week Low A$0.089 Dr Denis Wade Non-Executive Director Shares on Issue 228
Slide 7: Core Technology
Core Technology • Anti-viral drug market is very attractive For personal use only – Ongoing need for new drugs to overcome viral resistance; – Patients are treated with cocktails i.e. combinations of different anti-viral drugs • Developing first-in-class drugs against a number of targets – Identifie
Slide 8: Pipeline
Pipeline For personal use only VIRAL PRE- INDICATION DISCOVERY PHASE 1a PHASE 1b PHASE 2a PHASE 2b STATUS TARGET CLINICAL Ph 2a HEP C p7 complete Ph 1b HIV Vpu In Progress Dengue M Influenza M2 Others various
Slide 9: Hepatitis C Virus – The Silent Killer
Hepatitis C Virus – The Silent Killer For personal use only • Leading cause of chronic liver disease and transplants • 180 m people infected worldwide (3% world population); 130 m are chronically infected • 4 m patients in US (2.7 m chronically infected) • 70% will develop liver diseases including c
Slide 10: Hep C – An Expanding Market
Hep C – An Expanding Market For personal use only Only small percentage currently receive treatment. USA and Europe represent major markets but other, larger markets are emerging. Worldwide market ~US$2 billion; predicted to expand to >US$10 - 20 billion as new, safer drugs enter the market. Smith N
Slide 11: Hep C – Scene of Billion Dollar Deals
Hep C – Scene of Billion Dollar Deals For personal use only Nov 2011 – Gilead (GILD) acquires Pharmasset (VRUS) for US$11 billion - PSI-7977 recently advanced into Phase 3 Jan 2012 – BMS acquires Inhibitex (INHX) for US$2.5 billion - INX-189 currently in Phase 2
Slide 12: p7 – a New Target for Direct Acting HCV Drugs
p7 – a New Target for Direct Acting HCV Drugs For personal use only p7 plays a critical role in production of infectious HCV in infected cells BIT225 acts as a viral assembly inhibitor Potential to combine BIT225 with other classes of direct- acting antivirals PSI-7977, INX-189
Slide 13: BIT225 Clinical Information
BIT225 Clinical Information Phase Ia – 48 patient, single dose safety study in healthy volunteers For personal use only Phase Ib - 18 patient, 7-day multiple dose study in patients with HCV Phase 2a – 24 patient, 28-day multiple dose study in patients with HCV (genotype 1) Combination trial
Slide 14: BIT225 + SOC Leads to 87% Virus-Free at 3 Months
BIT225 + SOC Leads to 87% Virus-Free at 3 Months Median log reduction Median log reduction % Complete EVR Treatment For personal use only at 28 days at 35 days (<50IU/ml at 12 weeks) 400 mg BIT225 + SOC -4.077 -4.957 86 200 mg BIT225 + SOC -3.871 -4.351 88 Placebo + SOC -3.013 -3.649 63 HCV RNA Chan
Slide 15: BIT225 – Missing Link in HCV Treatment?
BIT225 – Missing Link in HCV Treatment? • Industry moving to all oral DAA (direct acting antiviral) combinations For personal use only • Current focus on NS5B+NS3/4 (+ribavirin) • Expect first combo approvals 2014/15 (if no hiccoughs) • BUT viral resistance is a potential issue for these new fast-ac
Slide 16: BIT225 - HIV / HCV Co-Infected Population
BIT225 - HIV / HCV Co-Infected Population For personal use only • BIT225 also has potent anti-HIV activity – Unique mode of action targets HIV “hiding” in long-lived reservoir cells • Reservoirs are last of the holy grail in HIV; No existing drugs target this source of HIV in the body – Phase 1b/2a
Slide 17: Investment Summary
Investment Summary For personal use only • World-class portfolio of anti-viral, first-in-class drugs • BIT225 has demonstrated potent anti-HCV activity • Market opportunity with new and existing classes of HCV drugs • Phase 1b/2a trial of novel approach to eliminating HIV underway • Anticipated to c
Slide 18: Michelle Miller, Managing Director
For personal use only Michelle Miller Managing Director +61 2 9805 0488 +61 412 313329 mmiller@biotron.com.au www.biotron.com.au