Starpharma Holdings Limited · ASX:SPL
Starpharma — Shareholder Meeting (November 2011)
26 slides from Starpharma's shareholder meeting presentation, Nov 10, 2011
Slide 1: AGM - Chairman's and CEO's presentations
For personal use only AGM - Chairman’ C ’s and CEO O’s presentations Melbou urne; 10 Noovember 20 011: Attach hed is the C Chairman’s address a tog gether with the t CEO’s presentation to the Annual Generral Meeting of Starpharrma Holding gs Limited (ASX:SPL, OTCQX X:SPHRY), to be held at 4.00pm tod
Slide 2: Forward Looking Statements
“believe”, “forecast”, “expected”, “estimated”, “targeting”, “aiming”, “set to”, “potential”, “seeking to”, “goal”, “could provide”, “intends”, “is being developed”, “could be”, “on track”, or similar expressions, or by express or implied discussions regarding potential filings or marketing approval
Slide 3: Chairman's Address – Peter Bartels
Chairman’s Address – Peter Bartels Annual General Meeting of For personal use only Starpharma Holdings Limited, 10 November 2011 It is my pleasure to welcome you to the Starpharma AGM for the fiscal year 2010‐2011. It is a privilege to share with you the many achievements and highlights of Starpharm
Slide 4: Chairman's Address (continued)
The VivaGel portfolio will be a significant revenue driver for Starpharma in the near future and we expect both BV and the condom coating to be early contributors, but the company is also taking significant steps forward to diversify its wider platform of dendrimer technologies. Drug delivery is a f
Slide 5: Starpharma Holdings Limited Annual General Meeting November 2011
For personal use only Starpharma Holdings Limited ASX:SPL OTCQX:SPHRY Annual General Meeting 10 November 2011 Dr. Jackie Fairley CEO
Slide 6: Forward-looking statements
For personal use only This document contains certain forward-looking statements, relating to Starpharma’s business, which can be identified by the use of forward-looking terminology such as “promising”, “plans”, “anticipated”, “will”, “project”, “believe”, “forecast”, “expected”, “estimated”, “targe
Slide 7: Starpharma Holdings Limited - Global Leader in nanoscale polymers called dendrimers
For personal use only Starpharma Holdings Limited - ASX:SPL Global Leader in nanoscale polymers called dendrimers A platform technology company with several advanced 9 November 2011 ASX Code SPL programs and commercial assets : Share Price SPL AUD $1.12 1. Lead product, VivaGel® in advanced clinical
Slide 8: Starpharma Price, Volume & Performance vs CSL, MSB, ACR and ASX 300
For personal use only Starpharma Price, Volume & Performance* vs CSL, MSB, ACR and ASX 300 All values 31/10/10 – 31/10/11 *Source: Orient Capital Miraqle® (Rebased)
Slide 9: Australia/NZ Healthcare Performance Summary
For personal use only Australia/NZ Healthcare Performance Summary Price 52 wk 52wk % chg (A$p.s.) high low 1 yr Services & Facilities Sonic $11.17 $13.14 $10.33 1.1% Primary $3.26 $4.16 $2.56 4.5% Ramsay $18.74 $19.22 $15.02 19.7% Pharmaceuticals & Biotechnology CSL $29.33 $38.07 $26.12 ‐13.8% Mesob
Slide 10: Starpharma Highlights for 2011
For personal use only Starpharma Highlights for 2011 ¾ Starpharma awarded $250,000 funding for Agrochemicals (March) ¾ VivaGel®‐coated condom deal with Okamoto, market leader in Japan, the world’s 2nd largest condom market (May) ¾ VivaGel® demonstrates efficacy in the treatment of bacterial vaginosi
Slide 11: SPL's Dendrimer technology platform – Multiple parallel revenue streams
For personal use only SPL’s Dendrimer technology platform – Multiple parallel revenue streams Dendrimer Technology Platform ~100 granted patents VivaGel® Portfolio Drug Delivery Agrochemicals Improved Off Improved Condom Bacterial STI Partnered Partnered Patent Drugs Agrochemicals coating vaginosis
Slide 12: Starpharma's potential commercial returns
For personal use only Starpharma’s potential commercial returns Starpharma aims to leverage its platform to generate multiple, parallel revenue streams Product/Application Indication/ Commercial Strategy/ Partnering Market Potential USD Product Status /Revenue model 1. BV treatment 1. VivaGel® for B
Slide 13: VivaGel Portfolio - Anti-viral Condom Coating, BV Gel and Microbicide Gel
For personal use only VivaGel® Portfolio - 3 Products: Anti-viral Condom Coating, BV Gel and Microbicide Gel VivaGel® (SPL7013) kills 99.99% HIV & Herpes VivaGel®-Coated Condom VivaGel® Condom coated with patented antiviral 1. Bacterial Vaginosis Gel VivaGel® Kills ≥99.99% viral STIs 2. Topical Micr
Slide 14: VivaGel Condom Coated Partnerships
For personal use only VivaGel® Condom Coated Partnerships Ansell Limited (ASX:ANN) and Okamoto Industries Partner Market Position/Share Major Brands • No. 1 in Japan with ~60% Japanese market Skinless® Okamoto Industries (the 2nd largest condom mkt. Est. ~U$500M) (listed on TSE) • No. 4 globally; st
Slide 15: VivaGel - Bacterial Vaginosis (BV): An Attractive Commercial Opportunity
For personal use only VivaGel® - Bacterial Vaginosis (BV) An Attractive Commercial Opportunity The most common vaginal infection worldwide: 21 million women infected in US(~29% women aged 14-49), up to 51% in certain demographics Caused by overgrowth of pathogenic bacteria (G. vaginalis, Bactero
Slide 16: VivaGel - BV: Treatment and Prevention of Recurrence
For personal use only VivaGel® - Bacterial Vaginosis (BV) – An attractive Commercial Opportunity 2 separate product opportunities: Treatment and Prevention of BV Recurrence Indication Current Existing Stage of Development Commercial Market/est. therapies Strategy Phase 2 Complete 1. Bacterial US $30
Slide 17: VivaGel BV Treatment Phase 2 Trial (n=132)
For personal use only VivaGel® - Bacterial Vaginosis (BV) Treatment Phase 2 Trial (n=132) VivaGel® Phase 2 Trial demonstrates efficacy (May 2011) Assessment Time Point 1% SPL7013 Gel Placebo Gel Clinical Cure^ EOT 74% ** 22% (2-5d post Rx) (P=0.0002) TOC 46% ** 12% (2-3 wks post Rx) (P=0.006) Key Tr
Slide 18: Advantages of VivaGel over existing BV treatments
For personal use only Advantages of VivaGel® over existing BV treatments Advantages VivaGel® Metronidazole Tablets Metronidazole Gel, 0.75% Clindamycin Cream, 2% Active Ingredient Not Carcinogenic† 9 8 8 ? Compatible with Condoms 9 9 9 8 No Systemic Absorption 9 8 8 8 Sexual Intercourse permitted du
Slide 19: VivaGel BV Clinical Trial Program – Treatment
Confidential For personal use only VivaGel® - Bacterial Vaginosis (BV) Clinical Trial Program – Treatment Pre-IND / IND End of Phase 2 Meeting License and/or NDA Submission to FDA with FDA Submission to FDA Phase 2: Phase 3: BV Treatment 1% VivaGel® achieved primary endpoint 2 confirmatory studies S
Slide 20: SPL's Dendrimer technology platform – Multiple parallel revenue streams
For personal use only SPL’s Dendrimer technology platform – Multiple parallel revenue streams Dendrimer Technology Platform ~100 granted patents VivaGel® Portfolio Drug Delivery Agrochemicals Improved Off Improved Condom Bacterial STI Partnered Partnered Patent Drugs Agrochemicals coating vaginosis
Slide 21: Dendrimers for Drug Delivery
For personal use only Dendrimers for Drug Delivery Advantages include – reduced toxicity, less frequent dosing and new patents Capabilities of Starpharma’s Technology include: Attached Drug Molecule Product lifecycle management ( extend patent life) Improved efficacy of drugs Extension of drug
Slide 22: Docetaxel–Dendrimer formulations – Excellent Results in recent efficacy testing
For personal use only Docetaxel–Dendrimer formulations – Excellent Results in recent efficacy testing Lead Candidate – Improved Docetaxel (Taxotere) Formulation Anti-cancer drug Docetaxel (Taxotere® - Sanofi Aventis) Sales: US$3Bi pa. (2010) Docetaxel is insoluble; Taxotere® incorporates a deter
Slide 23: Dendrimers in Agrochemicals: significant product enhancement
For personal use only Dendrimers in Agrochemicals: Apply SPL dendrimers to achieve significant product enhancement Dendrimer can enhance the performance of existing agrochemicals and create proprietary formulations • Extension/enhancement of effect • Solublility enhancement • Modification of soil pe
Slide 24: Dendrimers in Agrochemicals: Initial Results
For personal use only Dendrimers in Agrochemicals Initial Results: Improvement of Glyphosate and other actives Starpharma’s initial results - announced July 2011: Glyphosate (e.g. Roundup®) effectiveness measured using “brownout” (rate of vegetation dying off) Starpharma’s dendrimers improved pe
Slide 25: Dendrimers in Agrochemicals: Enhanced Formulations
use only Dendrimers in Agrochemicals: Apply SPL dendrimers to achieve significant product enhancement 2. Reduced Hydrocarbon Formulations 1. Enhanced Glyphosate Formulation Dendrimers have been shown to enhance Solvent-based pesticides make up ~US$10BN of the the activity of glyphosate global US
Slide 26: Investment Summary and Financials
For personal use only Investment Summary and Financials Starpharma has: FY 2011 AUD $M ¾ A highly versatile, proprietary technology Total revenue and income 3.3 platform with extensive patent portfolio Net loss after tax 8.9 Cash outflow from operations (6.5) ¾ An impressive and growing list of comm
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