Rafael Holdings, Inc. · NYSE:RFL
Rafael — LD Micro Investor Conference September 2020
28 slides from Rafael's conference presentation, Sep 1, 2020
Slide 1: Investor Presentation September 2020
September 27, 2018 Sidoti and Company, LLC Fall 2018 Conference LD Micro Investor Conference September 2020 Investor Presentation
Slide 2: Forward-looking statements
2 This presentation contains forward - looking statements. Statements that are not historical facts are forward - looking statements and such forward - looking statements are statements made pursuant to the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995. Example of fo
Slide 3: Market Snapshot
Market Snapshot 3 Industries Pharmaceuticals, real estate Ticker NYSE: RFL Headquarters Newark, NJ Share Price (Market close 8/31/2020) $17.42 Shares Outstanding (6/8/2020) 15.8 MM Market Capitalization ( 8/31/2020) $275 MM Cash and cash equivalents (4/30/2020) $8.4 MM Property and equipment, net (4
Slide 4: Overview
Overview Rafael Holdings is comprised of interests in two promising pharmaceutical companies, an initiative targeting unmet medical needs in oncology and a portfolio of commercial real estate properties REAL ESTATE Rafael Holdings has a portfolio of real estate assets featuring a commercial property
Slide 5: Rafael Holdings Management
Howard Jonas CHAIRMAN and CEO Rafael Holdings Management 5 Menachem Ash PRESIDENT AND GC ● Executive Vice President of Strategy and Legal Affairs at IDT Corporation and managing attorney of the Company’s legal department ● Former General Counsel to Telstar International, Inc., a telecommunications s
Slide 6: RFL holds stakes in two clinical stage cancer therapeutics companies
RFL holds stakes in two promising clinical stage cancer therapeutics companies: Rafael Pharmaceuticals and LipoMedix Rafael Holdings holds a 58%* stake in LipoMedix Rafael Holdings has invested $70 million to acquire 51%* of Rafael Pharmaceuticals outstanding capital stock (inclusive of minority int
Slide 7: Rafael Pharmaceuticals
» Rafael Pharmaceuticals RAFAE L Pharmaceuticals, Inc. “To Save a Life Is To Save A Universe”
Slide 8: Devimistat (CPI-613) Commercial Development Overview
8 Devimistat (CPI - 613®) | Commercial Development Overview Clinical Trial Status ● Ongoing Phase III trials: Pancreatic Cancer, Acute Myeloid Leukemia (AML) ● Ongoing Phase I & II trials: Burkitt’s / High - Grade B - cell Lymphoma, Pancreatic Cancer ● Estimated NDA Submission: 2021 Orphan Drug Desi
Slide 9: Pancreatic Cancer Clinical Results
9 Pancreatic Cancer | Clinical Results 6.8 8.5 11.1 19.9 gemcitabine gemcitabine + nab-paclitaxel FOLFIRINOX mFOLFIRINOX + devimistat Median Overall Survival (months) 3.3 5.5 6.4 9.9 gemcitabine gemcitabine + nab-paclitaxel FOLFIRINOX mFOLFIRINOX + devimistat Median Progression - Free Survival (mont
Slide 10: Relapsed or Refractory AML Clinical Results
* Leuk Res. 2015 September ; 39(9): 945 – 949; **Phase I + Phase II data 10 Elderly Patient Population (≥ 60 Years) Historical Cohort* Combined Data** High Dose cytarabine + mitoxantrone devimistat + High Dose cytarabine + mitoxantrone (1,500 mg/m 2 devimistat ) devimistat + High Dose cytarabine + m
Slide 11: T-cell Lymphoma & MDS Clinical Results
11 T - cell Lymphoma & MDS | Clinical Results Relapsed or Refractory T - Cell Lymphoma Phase I study of devimistat in combination with bendamustine exhibited significant signal for efficacy bendamustine (BENTLY Trial*) devimistat + bendamustine ORR 50% 75% Median OS 6.2 Months 9.2 Months Median PFS
Slide 12: CPI-613 (devimistat) Ongoing / Upcoming Clinical Trials
Preclinical PHASE I PHASE I/II PHASE II PHASE III Solid Tumors Hematological Malignancies CPI - 613 ® ( devimistat ) | Ongoing / Upcoming Clinical Trials 12 *ongoing, # Upcoming Preclinical Phase I Phase I/II Phase II Phase III Solid Tumors devimistat + mFOLFIRINOX devimistat + mFOLFIRINOX devimista
Slide 13: Devimistat Indications in Ongoing Clinical Trials
13 CHINA: ∼ 28,000 JAPAN: ∼ 16,000 CHINA: ∼ 80,000 JAPAN: ∼ 40,000 EUROPE: ∼ 133,000 EUROPE : ∼ 30,000 AML Pancreatic Cancer Burkitt’s / High - Grade B - cell Lymphoma Peripheral T - Cell Lymphoma (PTCL) Myelodysplastic Syndrome Gastrointestinal Cancers (Colorectal, Biliary Tract, Esophageal , Clear
Slide 14: Devimistat Commercial Licensing
Devimistat | Commercial Licensing ● Out - licensing agreement with Ono Pharmaceutical announced in June 2019 ● Ono, based in Japan, previously struck similar licensing deal with BMS on Opdivo ● Ono acquired exclusive development and commercialization rights in Japan, South Korea, Taiwan and ASEAN ●
Slide 15: Rafael Pharma Key Takeaways
15 Novel and well - tolerated approaches to cancer treatment targeting metabolism of cancer cells Pivotal trials ongoing including Phase 3 trials for AML and pancreatic cancer. Orphan Drug Designations in 5 indications IP protected in US, Canada, EU, Australia and major markets of Asia Robust pipeli
Slide 16: LipoMedix
» LipoMedix Lip@Medix
Slide 17: LipoMedix Team
17 The scientific founder of LipoMedix is Alberto Gabizon , MD, PhD . Dr. Gabizon is the co - inventor and co - developer of Doxil ® ( Caelyx ), a pegylated liposomal delivery system encapsulating a powerful anti - cancer drug, doxorubicin. LipoMedix is led by a deeply experienced Management Committ
Slide 18: LipoMedix Clinical Product - Promitil
18 LipoMedix |Clinical Product - Promitil ® • Promitil ® consists in the liposome - based encapsulation of a new chemical entity known as Mitomycin - c lipidic prodrug (MLP) - a proprietary prodrug form of the known anticancer agent MMC that becomes available in the presence of tumor specific reduci
Slide 19: LipoMedix Trials
« LipoMedix |Trials 19 _ Phase 1 Phase 2 Pre-clinical 1A 1B 2A 2B Promi single agent Promi + capecitabine , Promitil® + capecitabine + bevacizumab ia completed (61 patients) Promitil® + bevacizumab(3-week schedule) Promitil® vs Regorafenib (optional addition of capecitabine): Randomized > Planned Pr
Slide 20: Barer Institute
20 Barer Institute
Slide 21: Barer Institute Overview
21 Rafael Holdings has established a wholly owned subsidiary - the Barer Institute - to develop novel compounds for controlling cellular metabolism. The Barer Institute has reached collaborative research agreements with leading scientists in the field of cancer metabolism at leading academic institu
Slide 22: Barer Institute Management and Leadership
Howard Jonas CHAIRMAN Chi Van Dang, MD, PhD CHIEF SCIENTIFIC ADVISOR ● Professor, Molecular & Cellular Oncogenesis Program at Wistar ● Director of Ludwig Institute ● Editor and Chief, Cancer Research Richard Axel, MD SAB & BOARD OF DIRECTORS ● Nobel Prize in Physiology or Medicine 2004 ● HHMI Profes
Slide 23: Barer Institute Strategy
23 Barer Institute | Strategy ● Identified novel compounds to regulate cytoplasmic and mitochondrial metabolism in cancer ● Discovered targetable mechanisms of action through ongoing collaborations with academic institutions. ● Identified clinically relevant biomarkers and synergies with current por
Slide 24: Real Estate
24 Real Estate Real Estate
Slide 25: Real Estate Portfolio
Har Hotzvim Industrial Park; Jerusalem, Israel Piscataway, New Jersey Washington Park Business District; Newark, New Jersey Rafael Holdings’ commercial real estate portfolio comprises two* properties including the IDT headquarters building in Newark, NJ. Rafael Holdings seeks to realize value from i
Slide 26: Real Estate Key Financial Facts
Rafael’s PP&E of $47.8 million* predominantly reflects buildings, improvements and land -- less accumulated depreciation and amortization. Real estate is unencumbered by mortgages Revenue generated by Rafael’s real estate holdings in the fiscal year ended July 31, 2019 was $4.4 million. Upside poten
Slide 27: Rafael Holdings Investment Rationale
Real estate holdings, featuring a 20 - story commercial office building and adjacent garage - on a developable site, are unencumbered by debt and provide exposure to Newark, NJ’s real estate market revival Promising clinical data for devimistat highlights the potential upside of stakes in companies
Slide 28: Contact Info - Thank you
Rafael Holdings, Inc. CONTACT INFO David Polinsky EMAIL david.polinsky@rafaelholdings.com Thank you
Rafael Holdings — LD Micro Investor Conference September 2020 on 6ix