Adalta Ltd. · ASX:1AD
Adalta — AusBiotech 2017
14 slides from Adalta's conference presentation, Oct 23, 2017
Slide 1: i-bodies – a new class of protein therapeutics to treat human disease
For personal use only i-bodies – a new class of protein therapeutics to treat human disease October 2017 Sam Cobb, CEO and Managing Director AdAlta Limited (ASX:1AD) s.cobb@adalta.com.au
Slide 2: Disclaimer
Disclaimer For personal use only Investment in AdAlta is subject to investment risk, including possible loss of income and capital invested. AdAlta does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. This presentation is not an offer or in
Slide 3: Corporate and investment summary
Corporate and investment summary For personal use only A drug discovery and development company using its powerful technology platform to generate a promising new class of protein therapeutics, known as i-bodies, for treating a wide range of human diseases. Investment highlights Initial focus on tre
Slide 4: Financial position
Financial position For personal use only Key Financial Details ASX code 1AD Share price (16 October 2017) AU$0.24 Market capitalisation AU$24.3m Shares on issue* 101,257,434 Escrowed shares (August 2018) 24,000,000 Options on issue 969,427 Current cash (30 September 17) AU$6.87m Trading range (since
Slide 5: Fibrosis: unmet medical need with multiple indications
Fibrosis: unmet medical need with For personal use only multiple indications Developing i-bodies as improved therapies for the treatment of fibrosis – a condition that is prevalent in 45-50% of all diseases Fibrosis can occur in many tissues of the Lung Eye Liver body as a result of inflammation or
Slide 6: AD-114 prevents lung fibrosis in disease models
AD-114 prevents lung fibrosis in disease For personal use only models Extensive pre-clinical AD-114 studies have demonstrated positive in vitro (in the lab) and in vivo (in animals) data Normal IPF lung tissue IPF lung tissue + AD-114 lung tissue (lung disease mouse model) dosed for 21 days (lung di
Slide 7: AD-114 has broad application in treating fibrosis
AD-114 has broad application in treating fibrosis For personal use only AdAlta data shows that AD-114 can improve fibrosis across a range of fibrotic diseases LUNG: Idiopathic Pulmonary Fibrosis EYE: Wet Age Related Macular Degeneration Lung Eye Liver LIVER: NASH IPF Wet-AMD & PVR NASH & CIRRHOSIS S
Slide 8: Global market interest in fibrosis treatments
Global market interest in fibrosis treatments For personal use only Fibrosis assets acquired at an early stage – typically based on Phase I results Date Company Target Acquired by Deal value (US$) Deal commentary Sep-15 Adheron SDP051 Roche $105M upfront, plus SDP-51 at end of Phase I for IPF Therap
Slide 9: IPF Phase II readouts generate $1.4billion market value
IPF Phase II readouts generate $1.4billion market For personal use only value (NASDAQ:FGEN) $869 million added to its market cap on announcement (7 August 2017) of meeting primary endpoint in Phase IIb study Pamrevlumab (FG-3019) 103 patients 48 weeks (Euronext:GLPG; NASDAQ:GLPG) $555 million added
Slide 10: AdAlta business model – strategy to create value
AdAlta business model – strategy to For personal use only create value Pharma & biotech partnerships Revenues: Upfronts, i-body FTEs, milestones & royalties i-bodies new technology drug class platform and Potential in multiple library In-house disease indications Licence to pipeline of pharma drug R
Slide 11: Market benchmarks
Market benchmarks For personal use only Fibrosis Sep-15 acquired by Roche Aug-15 acquired by BMS Nov-14 acquired by BMS lead AD-114 $105m + $475m milestones $150m + $1.25b milestones $444m phase I asset phase IIa asset phase I asset Next gen April-16 with Abbvie May -17 with AZ July-17 with Sanofi a
Slide 12: AD-114 development: key milestones
AD-114 development: key milestones For personal use only 2017 2018 2019 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Manufacturing Partnering of lead candidate Toxicology based on other studies benchmark deals Phase I Publication of data BD and partnerships 12
Slide 13: Expected news flow next months
Expected news flow next 12 months For personal use only H1 2017 ü Orphan Drug Designation (US FDA) ü Presentation at partnering meetings including Biotech Showcase 2017, San Francisco ü Data available from AD-114 NASH animal studies ü Manufactured material for toxicology testing available H2 2017 ü
Slide 14: AdAlta summary
AdAlta summary For personal use only IPO August 2016 raised $10M to meet major milestones: phase I clinical trials of AD-114 in lung fibrosis and development of i-body pipeline Initial focus on treating Idiopathic Pulmonary Fibrosis (IPF) and other fibrotic diseases - high unmet clinical need AD-114