Poolbeg Pharma PLC · LSE:POLB
Poolbeg Pharma — Investor Presentation (October 2021)
22 slides from Poolbeg Pharma's investor presentation, October 2021
Slide 1: Poolbeg Pharma Presentation October 2021
POOLBEG PHARMA Presentation October 2021
Slide 2: Disclaimer
Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”). Reliance on this presentation for the purpose of engaging
Slide 3: Building a Leading Infectious Diseases Company
Building a Leading Infectious Diseases Company Poolbeg Pharma successfully spun out of Open Orphan in July 2021 raising £25m in a heavily oversubscribed IPO 100% Pharma Services 100% Pharma Products - Therapeutics, Vaccines, Diagnostics Rationale: Because pharma product companies & pharma services c
Slide 4: Experienced Leadership Team
Experienced Leadership Team Cathal Friel Jeremy Skillington Ian O’Connell Carol Dalton Chairman CEO CFO VP IR & PR • Co-founder & Chairman of • BD & employee #3 at Inflazome. Sold to • Financial professional with healthcare & • Co-founder & VP Investor Relations & Open Orphan plc Roche in 2020, €380
Slide 5: Infectious Disease Market
Infectious Disease Market 2015: The warnings were there 2020: $16 trillion later 2021: Now is the time to invest big Cumulative costs of the COVID-19 pandemic in “Influenza, coronaviruses, Ebola and others “… if we have a worldwide flu epidemic, global terms of lost output & health reduction is were
Slide 6: Capital Light & Early Clinical Data Approach
Capital Light & Early Clinical Data Approach Poolbeg’s Pharma assets Conventional Poolbeg’s Capital Light Approach Biotech Approach Low-cost Phase Results in Full Phase II trial Cost £2-3m Ib and / or IIa 12-18 months >£20m Potentially 3 years Assets can be ready for monetisation to Big Pharma withi
Slide 7: Clear Growth and Partnering Strategy
Clear Growth and Partnering Strategy Rapid development and frequent partnering Monetise 5-6 assets that have the Any one deal could generate Poolbeg will become cash human data Pharma wants ~several hundred million generating Recent infectious disease deals ReViral licence to LianBio1 Merck acquired
Slide 8: Influenza Resurgence a Concern
Influenza Resurgence a Concern 8
Slide 9: Major Shortage of Treatments Against Severe Influenza
Major Shortage of Treatments Against Severe Influenza Influenza has pandemic potential, currently overshadowed by COVID-19 Annually Influenza affects 1 in 8 people 1 Tamiflu Addressable Market 5-10m hospitalised 2 One of the few Influenza has been >$1bn products ~12% are life threatening 3 500,000 d
Slide 10: POLB 001 - Repositioned for Severe Influenza
POLB 001- Repositioned for Severe Influenza • Potential Blockbuster Market Opportunity • Immediate market for Influenza of c. $800m • Peak sales $275m+ with label extensions many multiples Compound • Phase II ready small molecule p38 MAP kinase inhibitor License • Worldwide rights for all uses in hu
Slide 11: Artificial Intelligence and Machine Learning
Artificial Intelligence and Machine Learning Interrogating broad human data sets to identify new disease targets 11
Slide 12: Human Challenge Data - Potential for AI analysis
Human Challenge Data – Potential for AI analysis Human Challenge Study: healthy volunteers are exposed to an infectious agent in a quarantine setting to asses the efficacy of vaccines or treatments • hVIVO is a world-leader Tracking disease progression • Unique data (Day -1) from human challenge stu
Slide 13: Poolbeg's USP: Vast Array of Human Challenge Data
Poolbeg’s USP: Vast Array of Human Challenge Data & Samples ready to mine using AI Current: Flu, RSV, HRV 300,000 individual samples stored at -80ºC in 22 freezers Pending: Malaria, SARS-CoV-2 Clinical Assessments Proteomics Virology Genetics Transcriptomics Cell biology AI platform to Identify Sele
Slide 14: Summary
Summary Substantial market opportunity, Capital light & multiple shots on goal infectious diseases expected to grow to clinical strategy in excess of $250bn by 20251 Exciting portfolio, Phase II ready Entrepreneurial team with many immunomodulator for severe Influenza successful exits, created c. $1
Slide 15: Appendix
POOLBEG PHARMA Appendix
Slide 16: Growing Team
Growing Team Initial Scientific Advisory Board Members Elaine Sullivan, PhD Prof Luke O’ Neill • CEO of Dargle Therapeutics & Executive Chairman of Keltic Pharma • Co-Founded Inflazome which was acquired by Roche for €380m in 2020 • 25 years of international experience working in Pharma and Biotech
Slide 17: PredictViral Biomarker Platform for Predicting Severe Disease
PredictViral™ Biomarker Platform for Predicting Severe Disease Potential to transform the way infectious diseases are treated, opportunity to license this tool to Big Pharma PredictViral™ Biomarker Diagnostics vs Traditional Diagnosis of Disease Advantages ✓ Identify severe disease before it is Pred
Slide 18: Unique Vaccine Discovery Platform
Unique Vaccine Discovery Platform Harnessing the human challenge model to discover new vaccines What is an Epitope? • Part of a pathogen that the immune system recognises Step 1. T Cell Generation Step 2. Vaccine Discovery • It is the smallest unit of a molecule required to engage the immune system
Slide 19: POLB 001 - Mechanism of Action
POLB 001 – Mechanism of Action 1 Influenza virus infects 4 A high viral burden can 5 cells of the respiratory activate hyperexpression tract of cytokines 1 2 5 Pattern recognition Inflammatory receptors are activated by cytokines act to self- endosomal and amplify expression 2 cytoplasmic viral anti
Slide 20: POLB 001 - Ideally Suited as a Severe Influenza Therapeutic
POLB 001 – Ideally Suited as a Severe Influenza Therapeutic POLB 001’s ability to interrupt the feedback loop of inflammatory mediators that result in a ‘cytokine storm’ make it an ideal What is p38 MAP Kinase? candidate to reduce disease severity for those most at risk IL 8 (H A ) • Central role in
Slide 21: hVIVO's Unique Data & Samples Identified POLB 001
hVIVO’s Unique Data & Samples Identified POLB 001 Comparison of 63 Analyse Severe & Mild Influenza cases • Samples taken from patients with severe Influenza were compared against human challenge study subjects with ‘mild’ Influenza 24 Possible Drug Targets • This work identified 24 potential molecul
Slide 22: Why Reposition Drugs?
Why Reposition Drugs? 1 2 Leverage new, novel disease biology Discovery & development phases insights already completed - reducing spend 3 4 Already proven to be safe, existing Already licenced and trialled in patients clinical safety & efficacy data to be - increased probability of success utilised
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