Patrys Limited · ASX:PAB
Patrys — Shareholder Meeting (November 2022)
25 slides from Patrys's shareholder meeting presentation, Nov 16, 2022
Slide 1: Chairman's Address and CEO Presentation at Annual General Meeting
ASX & Media Release Chairman’s Address and CEO Presentation at Annual General Meeting For personal use only Melbourne, Australia; 16 November 2022: Patrys Limited (ASX: PAB, “Patrys” or the “Company”), a therapeutic antibody development company, is pleased to release the Interim Chairman’s Address a
Slide 2: Chairman's Address (continued)
completed an engineering run for PAT-DX1 in January 2022, but were confronted with previously unobserved challenges around purification and product yield. The Company resolved these challenges and successfully completed a repeat engineering run in June 2022, and now has clinical grade material which
Slide 3: Chairman's Address: patents and concluding remarks
This past financial year has also seen the expansion of Patrys’ extensive portfolio of patents, building on our strong intellectual property position. We now have eight granted patents covering PAT-DX1 and PAT-DX3, and other deoxymabs, covering Europe, Japan, China, Australia, 3 in the United States
Slide 4: Contacts and About Patrys
Finally, may I take this opportunity to thank our shareholders for their ongoing support of Patrys and I look forward to continuing to share this journey going forward. We wish each and every one of you good health and prosperity. For personal use only -Ends- This announcement is authorised for rele
Slide 5: About the deoxymab 3E10 platform
barrier, reduce tumour size, and increase survival in multiple animal models of brain cancer, other cancers, and cancer metastases. PAT-DX1 is tumour-agnostic, meaning that it can target many different tumour types in the body, regardless of specific tumour antigens. Patrys believes that PAT- DX1 ma
Slide 6: CEO Presentation, November 2022
For personal use only 2022 AGM Presentation Dr James Campbell CEO and MD 16 November 2022
Slide 7: Safe harbour statement
Safe harbour statement For personal use only The following material is for general information purposes only and is not to be relied upon for the making of an investment decision. Any investment in Patrys Limited ACN 123 055 363 (Patrys) is subject to investment risk including the possibility of los
Slide 8: Company snapshot
Company snapshot For personal use only Shares 2.1B 12 month share price performance Market cap¹ A$41M Cash² A$7.2M HQ Melbourne Michael Stork (Interim Chair) James Campbell (CEO & MD) Board Pamela Klein (NED) Suzy Jones (NED) Stefan Ross (NED) Price¹ $0.019 Dr Dax Marcus Calder – 11.2% Substantial 1
Slide 9: Board of Directors
Board of Directors For personal use only Mike Stork (Interim Chair) Dr Pamela M. Klein Managing Director of Stork Holdings Ltd, Former VP, Development at Genentech active in Canadian technology start-up sector Board member of Argenx (Euronext & Nasdaq: ARGX) Director of multiple leading Canadian For
Slide 10: Incoming Chairman: Dr Charmaine Gittleson
Incoming Chairman (appointed after AGM) For personal use only Dr Charmaine Gittleson BSc, MBBCh, GAICD Former Chief Medical Officer of CSL Limited Chairman of the Board of Antisense Therapeutics (ASX: ANP) Non-executive Director, George Medicines Ltd. (privately held global pharmaceutical developmen
Slide 11: Achievements since last AGM
Achievements since last AGM For personal use only PAT-DX1 manufacturing Engineering production run (full scale) completed (revised process) PAT-DX1 clinical preparation GLP toxicology studies commenced. Planned phase 1 study on track for H2 2023 Deoxymab platform expansion Ongoing PAT-DX3 investigat
Slide 12: Increasingly accessing non-dilutive funding
Increasingly accessing non-dilutive funding For personal use only $250k from inaugural Clinical Accelerator from Cure Brain Cancer Foundation Deoxymab preclinical research at The Telethon Kids Institute - led by Professor Terrance Johns in vitro and in vivo models of high-grade glioma combining deox
Slide 13: New discoveries and patent applications filed
New discoveries and patent applications filed For personal use only Neutrophil extracellular traps (NETs) Peer-reviewed publication reported that PAT-DX1 suppresses the formation of NETs NETs are implicated in progression and metastasis in some cancers Offers mechanistic rationale to the previously-
Slide 14: Technology Overview
For personal use only Overview Technology
Slide 15: Deoxymabs - multiple therapeutic approaches
Deoxymabs - multiple therapeutic approaches For personal use only Single Agent Combination Therapies Targeted Therapies Active against cancers with defects in Radiation and many chemo drugs work Deoxymabs can be used to target their DNA damage repair systems by damaging DNA delivery of payloads to c
Slide 16: PAT-DX1 - anticancer activity demonstrated in multiple models
For personal use only PAT-DX1 - anticancer activity demonstrated in multiple models As a single agent Breast Cancer Brain Metastases 47% improvement in survival in animal model of glioblastoma Most common primary brain cancer (23,000 new cases in US pa) In combination with radiation 25% improvement
Slide 17: Commercial Landscape
For personal use only Landscape Commercial
Slide 18: Biologics typically transact earlier and at higher valuations than small molecules
Biologics typically transact earlier and at higher valuations than small molecules For personal use only The value of Patrys’ novel therapy is underpinned by potential for multiple applications to achieve better patient outcomes Source: GlobalData 1. Small molecules and biologics transactions betwee
Slide 19: Deal landscape - recent example
Deal landscape - recent example For personal use only November 1, 2022 Exelixis (NASDAQ, US$5.3B) and Cybrexa Therapeutics (US, private) establish exclusive collaboration giving Exelixis the Right to Acquire CBX- 12, a Potential First-in-Class Peptide-Drug Conjugate of Exatecan US$60 million up fron
Slide 20: Looking Ahead
For personal use only Ahead Looking
Slide 21: PAT-DX1 clinical trial preparation for H2 2023
PAT-DX1 clinical trial preparation for H2 2023 For personal use only Cell line for manufacturing selected in 2021 Engineering run successfully completed in July 2022 No major concerns identified in non-GLP toxicology in rodents and NHPs GLP toxicology studies (rodents, NHPs) have commenced Planning
Slide 22: PAT-DX3 development path
PAT-DX3 development path For personal use only PAT-DX3 is differentiated from PAT-DX1 Different pharmacokinetic profile Crosses the blood brain barrier independent of cancer in the brain Efficacy in animal models Potential for use as a targeting agent (more conjugation sites than PAT-DX1) 99.7% tumo
Slide 23: A pivotal year ahead
A pivotal year ahead For personal use only PAT-DX1 GMP production and formulation program completed Q1 2023 PAT-DX1 GLP toxicology studies completed Q2 2023 PAT-DX1 IND (as Australian Human Research Ethics Application) submitted Q2 2023 Completion of PAT-DX3 gene editing delivery studies Q2 2023 PAT
Slide 24: Why Patrys? Why now?
Why Patrys? Why now? For personal use only Patrys’ deoxymab antibodies have a novel target and mechanism, and are effective in animal models of multiple cancer types Deoxymabs target indications with significant unmet medical – including triple negative breast cancer, primary and secondary brain can
Slide 25: Contact
Contact For personal use only Dr. James Campbell CEO and MD +61 3 9670 3273 info@patrys.com patrys.com Patrys Limited (ASX:PAB)