Anatara Lifesciences Ltd · ASX:ANR
Anatara Lifesciences — Investor Presentation (December 2014)
34 slides from Anatara Lifesciences's investor presentation, Dec 10, 2014
Slide 1: Oral solutions for gastrointestinal disease
For personal use only Oral solutions for gastrointestinal disease DetachTM – Natural product for prevention and treatment of diarrhoea 10 December 2014
Slide 2: Disclaimer
Disclaimer For personal use only The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Anatara Lifesciences Ltd, ACN
Slide 3: Key Financial Details
Key Financial Details1 For personal use only ASX Code ANR Share Price $0.365 Market Cap $13.78 million Ordinary Shares2,3 37,750,000 Raised at IPO $7 million Cash Balance as at 30 November 2014 $6.5 million 1. As at December 4, 2014. 2. 13,036,095 shares (34.5% of shares on issue post-IPO) held by d
Slide 4: Antimicrobial resistance is a serious health problem
For personal use only Antimicrobial resistance is a serious health problem Many antibiotics are no longer effective, so bacterial infections are more difficult to treat. “23,000 people die every year from antibiotic-resistant infections in US” The US Center for Disease Control “Combat drug resistanc
Slide 5: Need to combat antimicrobial resistance
Need to combat antimicrobial resistance For personal use only • Antimicrobial resistance is a worldwide threat to public health – WHO, CDC • The spread of bacteria that are resistant to antibiotics -“Super Bugs”- is driven by antibiotic overuse — in man and animals. • Authorities around the world ar
Slide 6: Detach
For personal use only Detach™ • Natural, non-antibiotic solution that prevents and treats diarrhoea • Meets the need to reduce antibiotics in animal production • Based on a proven product, that improves animal health and farming economics 6
Slide 7: Detach - poised for swift return
Detach™ - poised for swift return For personal use only • Previously a successful product on market • DetachTM gained 40% market penetration (marketed by Ciba Geigy) • Leverage extensive data available on former product to fast track development of DetachTM through the Australian regulators (APVMA)
Slide 8: Diarrhoea affects hundreds of millions of pigs born each year
Diarrhoea affects hundreds of millions of pigs born each year For personal use only 8
Slide 9: Human vs Animal: Faster and Cheaper route to Market
Human vs Animal: Faster and Cheaper route to Market use only On average, it takes 53% more time and is 97.3% more costly to bring human drugs to market, than animal drugs Market Detach Approval is here ~7 years For personal 0 3 6 9 12 15 years Pre-clinical/ Development Reg’n Marketing Formulation Di
Slide 10: Anatara Investment Case
Anatara Investment Case For personal use only • DetachTM – A novel natural product to address a serious global problem: antimicrobial resistance • DetachTM has a clear route to market: - Commercially validated and proven efficacy - Development strategy de-risked and revenues within 2 years • Product
Slide 11: Anatara: 2014 Milestones Achieved
Anatara: 2014 Milestones Achieved For personal use only Financing • IPO complete. ANR listed on 16th October 2014. Manufacture • GMP Manufacture Complete. 50 kg (10% commercial scale). • Stability studies for registration initiated. Field Trials • Site selection complete. • Detach on site in readine
Slide 12: Field Trial Progress
Field Trial Progress For personal use only • Detach is intended to replace antibiotics to control diarrhoea. • Goal is to show significant reduction in diarrhoea, increased weight gain, and reduced use of antibiotics. • Each trial is a double-blind, placebo controlled study in at least 400 piglets (
Slide 13: Field Trial Implications
Field Trial Implications For personal use only • Clinical demonstration of efficacy and economic benefit will be a “game changer” as Detach will replace antibiotics and other anti- diarrhoea medications. Detach a disruptive technology. • Detach will be as or more effective than antibiotics, without
Slide 14: Key News Flow
Key News Flow For personal use only Field Trials Start Q4 2014 Pork CRC Partnership Q1 2015 Field Trial Results Q1 2015 EU Scientific Advice Meeting Q1 2015 USA Partnering Deal Q2 2015 EU Partnering Deal Q2 2015 Submission of APVMA license Q2 2015 USA ANDA Application Q3 2015 EU Field Trials start Q
Slide 15: Summary of Previous Field Trials
Summary of Previous Field Trials For personal use only Detach proven to be safe and effective in several thousand piglets. Detach reduced death, improved weight gains and reduced antibiotic use. Detach increased farmer returns Trial Summary Pre-Weaner Weaner Number of Trials 11 8 Number of Piglets 4
Slide 16: Detach - Effective in Recent Field Trials
DetachTM – Effective in Recent Field Trials For personal use only • New formulation of DetachTM trialled in weaner piglets on a commercial pig farm in Spain (n = 288) • DetachTM reduced the incidence of post- weaning scour by 40% compared to untreated pigs • Detach improved average daily weight gain
Slide 17: Detach - Improves FCR in new trials - 2012
DetachTM – Improves FCR in new trials - 2012 For personal use only • The cost of feed is the major cost to pork production accounting for up to 80% of all production expenses. • Every improvement in FCR will reduce feed costs and improve profitability. Field Study Comparisons Improvement in FCR (%)
Slide 18: Science
For personal use only Science Well validated mechanism of action Published in high impact academic journals World class scientific collaborators 18
Slide 19: Detach Triple Mechanism of Action
Detach™ Triple Mechanism of Action = Broad Spectrum Activity For personal use only Effective against diarrhoea caused by bacteria, viruses and parasites 2. Blocks toxin action 3. Blocks inflammatory action. 1. Prevents attachment of bacteria Detach Detach 19
Slide 20: Intellectual Property
Intellectual Property For personal use only • 1991 – Rights to the original successful product and all data owned by Anatara • 2012 – Former product re-formulated. DetachTM has reduced cost of goods, and improved convenience for farmers • 2014 - USA patent filed • Solid patent strategy in place for
Slide 21: Detach - Key Benefits
Detach™ - Key Benefits For personal use only • Detach™ is an orally administered, natural, non-antibiotic treatment for diarrhoea • Detach™ is safe - active ingredient is an extract from pineapple stems • Detach™ is broad acting – works against bacteria, virus and parasites • Detach™ improves animal
Slide 22: Pork CRC committed to reduce antimicrobial use by 50%
For personal use only The Pork CRC has committed to reduce antimicrobial use by 50% within 5 years. Australian Senate Report, August 2013. 22
Slide 23: Significant market opportunity
Significant market opportunity For personal use only • Growing awareness of urgent need to address antimicrobial resistance • Demand for non-antibiotic treatments will rise as authorities act to restrict use of antibiotics in farm animals • Hundreds of millions of pigs born every year are affected b
Slide 24: Consumer Pressure - Food Quality & Food Safety
Consumer Pressure - Food Quality & Food Safety For personal use only 24
Slide 25: Commercialisation strategy
Commercialisation strategy For personal use only Livestock • Market - Anatara will market Detach™ in Australia directly to pork producers • Supply - DetachTM will be supplied via pre- existing distribution channels • Partner - Co-development and commercialisation partners in discussion for Detach™ i
Slide 26: Detach for Humans
For personal use only Oral solutions for gastrointestinal disease DetachTM for Humans
Slide 27: Detach for Humans: overview
DetachTM for Humans: overview For personal use only • Unmet Need – Diarrhoea is a major unmet need for travellers, the military and in the developing world. • Status – Safe - DetachTM for humans has completed Phase I studies. – Pre-clinical efficacy database is very strong due to leverage of DetachT
Slide 28: From Animals to Humans
Oral Solutions for Gastrointestinal Disease: From Animals to Humans For personal use only Pigs Discovery Pre-Clinical & Clinical Reg Market People Clinical – Phase I, II and III Reg’n Marketing Detach – From Pigs to People Pre-clinical complete therefore development de-risked Revenue already secured
Slide 29: Development Milestones
Development Milestones For personal use only Activity 2014 2015 2016 2017 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Detach for Pigs : Australia Launch Launch Detach for Pigs : Europe Detach for Pigs : USA Launch Detach For Humans Partner 29
Slide 30: Board of Directors
Board of Directors For personal use only Dr Mel Bridges PhD – Chairman Mel has over 30 years’ experience building successful, international life science, diagnostic and medical device companies. Founder, Chairman and Director of ASX, FTSE and NASDAQ companies. Mr Iain Ross – Director Former senior e
Slide 31: Experienced Management
Experienced Management For personal use only Dr David Venables PhD – CEO & Managing Director Experienced CEO, Director and senior manager of international life science companies, with extensive development and manufacturing experience. Successfully launched new vaccine products and built manufacturi
Slide 32: Thank you
For personal use only Thank you “With the world’s meat production needs set to rise 100% by 2050, it is important we act now to develop non-antibiotic treatment options.” Mel Bridges, Chairman – Anatara Lifesciences 32
Slide 33: Contact details
Contact details For personal use only ANATARA COMPANY CONTACTS Mel Bridges, Chairman Tracey Mynott, CSO melbridges@parmacorp.com tmynott@anataralifesciences.com +61 413 051 600 +61 405 050 113 33
Slide 34: Competition and Limitations
Competition and Limitations For personal use only Description Example Limitations Ciprofloxacin, Contributes to AMR/residues Azithromycin, Rifaximin Pathogen specific Antibiotics Lincospectin or Amoxycillin ($0.31 to $3.50/pig) Antimicrobial resistance Zinc Oxide Antimicrobial (widely used although
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