Anagenics Limited · ASX:AN1
Anagenics — Cellmid — Investor Presentation (March 2014)
28 slides from Anagenics's investor presentation, March 2014
Slide 1: Cellmid Limited: Immuno-Oncology Company with Revenues
CELLMID LIMITED IMMUNO-ONCOLOGY COMPANY WITH REVENUES March 2014 Maria Halasz CEO
Slide 2: Forward-looking statements
This presentation contains forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks that may cause the actual results, performance or achievements of Cellmid to be materially different from the statements in this presentation. Actual res
Slide 3: Cellmid Limited (CDY:ASX)
Cellmid Limited (CDY:ASX) 12 MONTH SHARE PRICE PERFORMANCE KEY STATISTICS • Share price $0.03 • Market cap $23 • Shares on issue 735M • Options 300M • Cash (31 Dec 2013) $4.2M • Top 20: 35% • 6 month turnover 675M shares ($23.6M) • Base cash burn $250K/m. (before revenue) BOARD MANAGEMENT • Dr David
Slide 4: Agenda
Agenda 1. Cellmid’s business and assets 2. Immuno‐oncology platform, clinic‐ready program in 2014 3. Revenue generating assets: Cancer diagnostics 4. Revenue generating assets: Consumer health 5. Upcoming milestones 4
Slide 5: 1. Cellmid's business and assets
1. CELLMID’S BUSINESS AND ASSETS 5
Slide 6: Business structure
Business structure Cellmid Immuno‐oncology platform with Revenue anti‐midkine antibodies producing assets Clinic ready antibody drug in multiple cancers in late 2014 Cancer diagnostic: Cxbladder Strong scientific validation with 650+ publications Cancer diagnostic: Quest LungDx Revenue in 2014 Broad
Slide 7: Midkine (MK) assets – broad portfolio
Midkine (MK) assets – broad portfolio Cellmid owns 83 patents (19 patent families) Antibodies to treat cancer Composition of matter/method of treatment (MK antibodies) Production of anti‐MK mAbs using Mdk‐/‐ mice Early diagnosis of cancer Over 250 peer reviewed publications on MK by Cell
Slide 8: 2. Immuno-oncology: Midkine antibody therapeutics
2.IMMUNO‐ONCOLOGY: MIDKINE ANTIBODY THERAPEUTICS 8
Slide 9: Midkine is an important cancer target
Midkine is an important cancer target Highly basic 13kD • Growth factor prominent in embryogenesis, but barely detectable in healthy adults (121aa) protein with 2 functional domains • In adults, midkine expression occurs in two settings: 1. Malignancy 2. Inflammation Flexible hinge • >90% amino acid
Slide 10: Midkine is a dominant driver of solid tumours
Midkine is a dominant driver of solid tumours MK Proliferation MK Angiogenesis Metastasis MK Proliferation siRNA Angiogenesis MK Metastasis 10
Slide 11: Strong clinical relevance shown in human prognostic studies
Strong clinical relevance shown in human prognostic studies 100 % survival 80 MK negative (n=33) 60 40 20 MK positive (n=74) MK-positive IHC Gastric adenocarcinoma 0 0 20 40 60 80 Months Zhao et al Mol Med Report 2012 11
Slide 12: Midkine antibody slows tumor growth
Midkine antibody slows tumor growth • Midkine antibody inhibits primary tumour growth and slows metastasis in osteosarcoma • Intra‐muscular xenograft (143B cell line) • IP injection 24h post xenograft, then every 5 days to 42 days (dose 4mg/kg) Tumor growth Lung metastases (calf circumference, mm) A
Slide 13: The number of publications on midkine continue to grow
The number of publications on midkine continue to grow Subject of >650 scientific papers 600 Midkine papers 300 0 Year 13
Slide 14: Planned Phase 1/2a clinical study
Planned Phase 1/2a clinical study • 1Q2014: Commence IND enabling studies • 3Q 2014: Pre‐IND meeting • 1Q2015: Commence open label study in multiple solid tumours (colorectal, lung, gastric) • 4Q2015: Expected completion of phase 1/2a • Late or end stage patients with prior chemotherapy • 12 patient
Slide 15: 3. Revenue generating assets: Cancer diagnostics
3. REVENUE GENERATING ASSETS: CANCER DIAGNOSTICS 15
Slide 16: Midkine overexpressed across tumour types: licence opportunities
• MK is overexpressed in at least 26 different tumour types • License opportunities: Cellmid has patens for the early diagnosis, prognosis or management of any cancer using MK Primative neurectodermal Neurofribromatosis type I Blank space: not tested Red: Lincesed Blue: Not licensed yet Medulloblast
Slide 17: Revenue producing: Cxbladder license
Revenue producing: Cxbladder license • Developed by licensee Pacific Edge Biotechnology • Monitoring bladder cancer patients for re‐occurrence • Launched in USA in March 2013 • Reimbursement secured for more than 50 million Americans so far • $900K revenue received by Cellmid from license to date •
Slide 18: Revenue producing: LungDx license
Revenue producing: LungDx license • Currently being developed by Quest Diagnostics • Diagnosing lung cancer in indeterminate pulmonary nodules identified by CT‐scans • Clinical validation in progress including PLCO study • $250K revenue received by Cellmid from license to date • Cellmid will receive
Slide 19: Revenue producing: Fujikura Kasei
Revenue producing: Fujikura Kasei • Latex assay platform using Cellmid antibodies • Material supply and license agreement • Multiple cancer indications, Japan only • Clinical validation in progress in ESCC • $600K revenue received by Cellmid to date • Cellmid will sell antibodies and receive double
Slide 20: 4. Revenue producing asset: Consumer health
4. REVENUE PRODUCING ASSET: CONSUMER HEALTH 20
Slide 21: The only clinically validated topical anti-aging hair product
The only clinically validated topical anti‐aging hair product addressing hair biology 21
Slide 22: Market for anti-aging hair products
Market for anti‐aging hair products • Addressing hair thinning, volume loss, hair quality concerns • 38% of women over 35 have excessive hair thinning* • Over 50% of those with the problem don’t know there is a solution* • Hair care market topped $75 billion in 2012** • Anti‐aging hair care is the f
Slide 23: Novel mechanism to prevent hair thinning: inhibiting FGF-5
Novel mechanism to prevent hair thinning: inhibiting hair cycle regulator FGF‐5 Clinical study results • 21% increase in hair growth rate* • 35% reduction in hair loss* • Significant increase in growing follicles* • 74% found the treatment beneficial for hair growth* *Double blinded placebo controll
Slide 24: Australian launch confirmed market potential
Australian launch confirmed market potential evolis June 2012 • Launched commercial proof of concept in Australia (website, media, trade) Dec 2012 • More than 700 pharmacies signed up • Positive market response and solid early revenues May 2013 • Acquired company with global rights • Established Jap
Slide 25: 5. Upcoming milestones
CELLMID© 5. UPCOMING MILESTONES
Slide 26: Milestone timetable
Milestone timetable 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2014 2014 2014 2014 2015 2015 2015 2015 Cancer IND enabling studies Therapeutic (start and finish) Pre‐IND meeting Phase 1/2a Cancer Fujikura license Diagnostics CxBladder royalty LungDx (Quest) Consumer Chinese, EU and health Indian distributor US distrib
Slide 27: Summary
Summary Immuno‐oncology program ready for phase 1/2a clinical studies in 2014 Revenue generating diagnostics assets with multiple licenses and royalty from late 2014 Revenue generating consumer health division with growth potential in emerging markets High value immuno‐oncology platform underpinned
Slide 28: Thank you
Thank you www.cellmid.com.au @mariahalasz 28