Azitra Inc · AMEX:AZTR
Azitra — Investor Presentation (July 2023)
26 slides from Azitra's investor presentation, Jul 7, 2023
Slide 1: Corporate Presentation July 2023
> azitra CORPORATE PRESENTATION July 2023 Precision dermatology powered by synthetic biology.
Slide 2: Special Note Regarding Forward-Looking Statements
SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This document contains forward-looking statements concerning Azitra, Inc. (“Azitra’, the “Company,” “we,” “us,” and “our”). The words “believe,” “may,” “will,” “potentially,” “estimate,” “continue,” “anticipate,” “intend,” “could,” “would,” “project,
Slide 3: Azitra is led by world-class management team
Azitra is led by world-class management team azitra Francisco Salva, MSc. President and CEO Travis Whitfill, M.P.H. Co-Founder and Incoming COO Prior Co-Founder and VP of Operations at Acerta Pharma - Sold for $6.3 billion Formerly Senior Director -Corporate Development at Pharmacyclics 25+ years ex
Slide 4: Precision dermatology powered by synthetic biology and the metagenome
Precision dermatology powered by synthetic biology and the metagenome Bacterial Cell Library * Proprietary, robust library of ~1,500 microbial strains * _ Engineered and non-engineered bacterial chasses * Over 60 species in house, mostly Staphylococcus epidermiais Collaboration for Artificial Intell
Slide 5: Machine learning for novel drug discovery
Machine learning for novel drug discovery Microbial library AI/ML-driven drug discovery benefits: Prediction of novel peptides —> and molecules Peptide mass spectroscopy Expand possible universe of possible drug candidates Expand knowledge of function of skin bacteria Combine with phenotypic screens
Slide 6: Azitra's pipeline creates near-term value
Azitra’s pipeline creates near-term value FDA-regulated candidates for drug development DISCOVERY PRECLINICAL PHASE 1 PHASE 2 PHASE 3 COMMERCIALIZATION Netherton syndrome ATR-04: SE epidermin secreting auxotroph EGFR inhibitor associated rash Ichthyosis vulgaris Consumer/Cosmetic Product Development
Slide 7: ATR-12 Program
ATR-12 Program Netherton Syndrome > Qoazitra
Slide 8: ATR-12: LEKTI-Secreting Staphylococcus epidermidis for Netherton syndrome
ATR-12: LEKTI-Secreting Staphylococcus epidermidis for Netherton syndrome ATR-12 Summary ATR-12 Key Facts + Netherton syndrome is a rare, orphan autosomal recessive disease with no current FDA-approved treatment option @ Primary Mechanism: Kallikrein Inhibition * Characterized by severe inflammation
Slide 9: Two Netherton syndrome phenotypes are driven by SPINK5 mutations
Two Netherton syndrome phenotypes are driven by SPINK5 mutations Scaly Erythema (SE) Ichthyosis Linearis Circumflexa (ILC) py" Barbieux etal, J Allergy Clin Immunol 2021
Slide 10: Rationale to target KLK5 in Netherton syndrome via LEKTI delivery
Rationale to target KLK5 in Netherton syndrome via LEKTI delivery Netherton Syndrome LEKTI deficiency KUKS i ! | Skin Barrier Defect + LEKTI fragments inhibit KLK5, KLK7 and KLK14 and controls desquamation » In NS patients, overactive KLKs lead to disease Mintoft, Fischer, Mol nomic Med, 2021, 9, e1
Slide 11: Engineering S. epidermidis into ATR-12 for Netherton syndrome
Engineering S. epidermidis into ATR-12 for Netherton syndrome oazitra { Insert SPINKS gene fragment Insert gene into chromosome Colonize Netherton syndrome 4 Secrete LEKTI to inhibit kallikreins that encodes LEKTI of S. epidermidis: skin with ATR-12 for therapeutic treatment ATR-12 added topically A
Slide 12: Ex vivo activity of ATR-12 shows decreased trypsin-like activity
Ex vivo activity of ATR-12 shows decreased trypsin-like activity S. epidermidis strain SE351 (LEKTI-secreting) spent broth (SB) inhibition of human skin tape stripped extracts 4000 NS Level Healthy Level ° a NS surrogate NS surrogate NS surrogate surogate 0 z0nSEa1 — toswsesst ‘ee SEsst Supematent ‘
Slide 13: Penetration of LEKTI-like activity into ex vivo human skin
Penetration of LEKTI-like activity into ex vivo human skin Vehicle ATR-12 Total LEKTI activity p<0.01 600: ns ee 1-5 f+ 1-5-4: i} | cm 6-10 -P 6-10) 2 gi-5qo- TO e41-15+— TO 2 © 16-20 =~ § 16-20 = 400 821-237 B 21-25 aa ‘a 26-30 ‘a. 26-30 g £ B15 B15 gs 3 6-10 2 6-10 & 200 2 14-15 jm 3 2 11-15 + = ©
Slide 14: Phase 1 clinical trial design
Phase 1 clinical trial design Study overview Design * Multicenter, randomized, double-blind, vehicle- controlled Phase 1 study in adult Netherton syndrome patients * Dose level: 10° CFU / g ATR-12 * N=12 patients dosed twice daily over 14 days * Primary endpoint: safety and tolerability Arm A: N=6 L
Slide 15: ATR-12 is a differentiated approach for Netherton syndrome
ATR-12 is a differentiated approach for Netherton syndrome Topical Protein ase Company ie pescription eins treatment replacement Modifying itra’ S. epidermidis strain engineered to 7 Kallikrein Soazitra AA cameza lstaninates IND-enabling inhibitors SIXERA PHARMA SXR1096 KLK inhibitor; topical Phase
Slide 16: ATR-04 Program
ATR-04 Program EGFR inhibitor-associated rash Q>azitra
Slide 17: ATR-04: auxotrophic S. epidermidis for EGFR inhibitor-associated rash
ATR-04: auxotrophic S. epidermidis for EGFR inhibitor-associated rash ATR-04 Summary + Chemotherapy agents such as EGFR inhibitors and immunotherapies such as early BTK inhibitors lead to an aggressive and debilitating rash on most patients + Severity of the rash is linked to IL-36g signaling as wel
Slide 18: EGFRi-driven rash is highly prevalent with significant clinical impact
EGFRi-driven rash is highly prevalent with significant clinical impact Grade 1 | Grade 2 | Grade 3 | | Grade 4 + Rash severity often linked to cancer drug dosing and correlates with S. aureus levels on the skin * Rash can lead to significant changes in course of therapy and QOL » As many as 15-20% d
Slide 19: Collaborations and Future Directions
Collaborations and Future Directions Q>azitra
Slide 20: Bayer consumer health product joint development partnership
Bayer consumer health product joint development partnership B A - BAYER ‘ > azIitra R v Long-established expertise in dermatology and consumer v Deep expertise, broadly applicable platform, and 1,500+ skin health proprietary S. epidermidis strains ¥ Global brand recognition v Translational leader in
Slide 21: Broad spectrum of potential future applications
Broad spectrum of potential future applications Medicines & Biofuels and Sustainable Environmental Biopharmaceuticals Energies Bioremediation + Drug discovery + Fermentation processes + Biodegradation of methylphenols + Antibody production + Ethanol made by thermophilic + Biosensors alerting for * V
Slide 22: ATR-12 and ATR-04 bring value-creating milestones in 2023-2024
ATR-12 and ATR-04 bring value-creating milestones in 2023-2024 2023 2024 a Pe ATR-12 Phase 1 study in adult Netherton syndrome patients . ATR-12 topline data , ATR-04 Phase 1b study in EGFR In! associated rash ATR-04 IND submission Potential License ‘Agreement ATR-O1 IND submission ® azitra
Slide 23: Robust intellectual property with key patents issued
Robust intellectual property with key patents issued 2038 Treating skin disease with recombinant organisms 2039 LEKTI for Prurtis, Pain, Inflammation 2038 ‘Commensal bacteria to treat cancer associated rash 2038 ‘Treatment of skin disease with recombinant commensal skin microorganisms Formulations f
Slide 24: Capitalization table
Capitalization table | Offering | Common Shares | 12,097,643 | Warrants (WAEP: $4.59) 335,199 | Options (WAEP: $1.34) | 1,260,681* | Fully Diluted Shares Outstanding: | 13,693,523 “Does not include an overallotment option held by our IPO underwriter to purchase up to 225,000 shares of our common sto
Slide 25: Investment Highlights
Investment Highlights Azitra well-positioned to take advantage of synthetic biology innovations B a Established platforms for Strong business Partnerships to expand precision dermatology foundation the pipeline Established manufacturing and ¥ $~40 million invested to date, ¥_ Key collaboration with
Slide 26: Thank You