Arovella Therapeutics Limited · ASX:ALA
Arovella Therapeutics — Shareholder Meeting (November 2023)
23 slides from Arovella Therapeutics's shareholder meeting presentation, Nov 10, 2023
Slide 1: Chairman's Address to AGM
ASX: ALA Arovella Therapeutics Limited ACN 090 987 250 ASX Release 10 November 2023 Chairman’s Address to AGM Following an extensive due diligence period, I joined the board of Arovella therapeu�cs as Non- execu�ve Chairman in March 2023. Since that �me, the Company has con�nued to make significant p
Slide 2: Chairman's Address to AGM (continued)
ASX: ALA Arovella Therapeutics Limited ACN 090 987 250 CAR-iNKT cell therapy being developed for this target and will significantly increase the value of Arovella’s pipeline. As a result of some of these ac�vi�es, Arovella was fortunate the buck the trend of the small cap sector. We are pleased that
Slide 3: Annual General Meeting November 2023
ASX:ALA For personal use only Annual General Meeting November 2023
Slide 4: Arovella's Board of Directors
Arovella’s Board of Directors Dr. Tom Duthy Dr. Michael Baker Dr. Debora Barton CHAIRMAN CEO & MANAGING DIRECTOR DIRECTOR For personal use only Dr Duthy has over 18 years of direct Over 15 years experience in scientific Dr. Barton has over 20 years of oncology financial markets experience and is the
Slide 5: CEO & MD address
For personal use only CEO & MD address 3
Slide 6: Disclaimer
Disclaimer 1. The information in this presentation does not constitute personal investment 4. Whilst this presentation is based on information from sources which are advice. The presentation is not intended to be comprehensive or provide all considered reliable, no representation or warranty, expres
Slide 7: Key achievements for FY23
Key achievements for FY23 FY2023 was a transformative year for Arovella and its proprietary iNKT cell platform For personal use only Completed the transition to be Completed key manufacturing Continued to enhance solely focused on iNKT cell activities for ALA-101 in the iNKT cell platform therapies
Slide 8: Financial overview
Financial overview Financial Snapshot ASX CODE ALA ALA Price and Volume - 12 Months1 For personal use only Market capitalisation1 $81.5 million Shares on issue 906.31 million 40,000,000 $0.10 52-week low / high1 $0.020 / $0.105 $0.08 Cash Balance (September 30 2023)2 $5.32 million 30,000,000 $0.06 M
Slide 9: Recent cell therapy transactions
Recent cell therapy transactions1 Upfront Milestones Total deal Date Type of deal Acquirer/Licensee Target/Licensor Cell Type Stage (US$M) (US$M) value (US$M) Collaboration and $70-220 per Nov-23 Not specified Platform $25 investment product For personal use only Aug-23 Licence2 T Cell Phase 1b $21
Slide 10: Arovella's expanding pipeline
Arovella’s expanding pipeline CD19-CAR CD19-CAR Novel Targets Introduction of CLDN18.2 For personal use only ALA-101 ALA-101 + onCARlytics CLDN18.2 and DKK1 Cytokine Technology Non-Hodgkin’s Head and Prostate Brain Triple negative Pancreatic Gastric Lung Cancer Lymphoma Neck Cancer Cancer Metastases
Slide 11: Progress towards first-in-human clinical trials
Progress towards first-in-human clinical trials ALA-101 data confirms activity and off-the-shelf capability For personal use only Potent Antitumour Expected to Multiple Dose Activity be Safe Manufacturing Phase 1 Demonstrated efficacy of iNKT cells have been shown ALA has demonstrated that its Clini
Slide 12: A differentiated position
A differentiated position T cell and NK cell sectors are competitive For personal use only T cell iNKT cell NK cell Companies with T cell, NK cell, or iNKT cell therapy programs. Source: Company analysis based on public information ASX:ALA 10
Slide 13: CAR-iNKT cell therapy production advantages
CAR-iNKT cell therapy production advantages Off-the-shelf manufacturing advantages MANUFACTURING For personal use only Isolate iNKT cells Expand to grow billions of CAR-iNKT cells Collect Healthy Engineer iNKT cells Vial and freeze Donor Blood to produce a CAR CAR-iNKT cells TREATMENT Thaw CAR-iNKT
Slide 14: iNKT cells to target solid tumours
iNKT cells to target solid tumours For personal use only Arovella is implementing its strategy to target and kill solid tumours – 90% of newly diagnosed cancer cases1 1. https://www.cancer.gov/types/common-cancers 12
Slide 15: Arovella's strategies to combat solid tumours
Arovella’s strategies to combat solid tumours Arovella is using three approaches to expand the iNKT cell platform into solid tumours For personal use only License novel Armour Create unique cancer targets iNKT cells partnerships Identify and license Enhance the Create partnerships new targets that a
Slide 16: Manufacturing CLDN18.2-iNKT cells
STRATEGY 1 Manufacturing CLDN18.2-iNKT cells Generation of CLDN18.2-iNKT cells will leverage existing manufacturing process MANUFACTURING For personal use only Isolate iNKT cells Expand to grow billions of CAR-iNKT cells Engineer iNKT cells Collect Healthy to produce a Vial and freeze Donor Blood CL
Slide 17: Introducing Claudin 18.2 (CLDN18.2)
Introducing Claudin 18.2 (CLDN18.2) A promising solid tumour target For personal use only CLDN18.2 overexpression has been Validated target identified in several with first monoclonal antibody expected to be approved in types of cancers 2024 gastric cancer (GC) gastroesophageal junction cancer (GEJC
Slide 18: "Armouring" iNKT cells
STRATEGY 2 “Armouring” iNKT cells Cytokine technology enhances activity of iNKT cells in solid tumours For personal use only Cytokine Technology iNKT cells cytokine technology Adding specialised cytokines to iNKT cells can Expand more 10x more Superior increase persistence of the cells and survive c
Slide 19: ALA-101 & Imugene's onCARlytics
STRATEGY 3 ALA-101 & Imugene’s onCARlytics Imugene’s onCARlytics platform may make solid tumours sensitive to ALA-101 For personal use only Expecting in vivo data in H2 2023 ASX:ALA 17
Slide 20: Milestones for FY2024
Milestones for FY2024 June December June 2023 2023 2024 For personal use only ▪ Complete process optimisation and scale-up in ▪ Complete cGMP manufacture for Phase 1 ALA-101 preparation for cGMP manufacture clinical trials ▪ Complete production of cGMP lentiviral vector ▪ Complete preparatory activi
Slide 21: Summary
Summary Novel allogeneic Lead product progressing CAR-iNKT cell platform to clinical trials For personal use only iNKT cells serve as an excellent platform ALA-101, a potential treatment for to develop allogeneic, or “off-the-shelf”, CD19+ blood cancers, is being cell therapies to treat cancer progr
Slide 22: Thank You
ASX:ALA For personal use only Thank You Dr. Michael Baker CEO & Managing Director Email: investor@arovella.com Mobile: +61 403 468 187
Slide 23: Cell therapy deal references
Cell therapy deal references 1. https://www.reuters.com/business/healthcare-pharmaceuticals/astrazeneca-signs-drug-development-deal-with-biotech-cellectis-2023-11-01/ 2. https://www.businesswire.com/news/home/20230815091930/en/Precision-BioSciences-Completes-Strategic-Transaction-with-Imugene-for-Az
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