Anagenics Limited · ASX:AN1
Anagenics — Cellmid — Shareholder Meeting (September 2018)
27 slides from Anagenics's shareholder meeting presentation, Sep 7, 2018
Slide 1: Extraordinary General Meeting
For personal use only EXTRAORDINARY GENERAL MEETING 7 September 2018 ASX: CDY
Slide 2: For personal use only
For personal use only Focused on rapidly scaling the multi- channel distribution of flagship, clinically proven product ranges in Asia, USA and Australia. Continue to extract value from midkine drug development and patent portfolio “I feel younger, you know, like in my 30’s” 2
Slide 3: Company Overview
For personal use only COMPANY OVERVIEW Cellmid has three wholly owned subsidiaries operating in two distinct business segments. CONSUMER HEALTH PRE-CLINICAL THERAPEUTIC ASSETS ADVANGEN Anti-aging functional cosmetics and consumer health products for hair, face and wellbeing. Product range includes a
Slide 4: Investment Highlights
For personal use only INVESTMENT HIGHLIGHTS Highly experienced Existing distribution Proprietary, Exposure to the fast Near term growth Midkine drug board and networks in clinically validated growth anti-aging via new product portfolio management team Australia, Japan, products that segment of the r
Slide 5: A Strong Board
For personal use only A STRONG BOARD A vibrant mix of global retail, life sciences and finance experience Dr David King | Chairman Maria Halasz | CEO and Managing Director GOVERNANCE ENTREPRENEURSHIP LIFE SCIENCES RETAIL FINANCE ENTREPRENEURSHIP An experienced independent chairman with expertise in
Slide 6: Advangen: Positive Aging
For personal use only ADVANGEN Positive Aging 6
Slide 7: What is évolis?
For personal use only WHAT IS ? is a clinically validated, TGA listed portfolio of haircare treatment products specifically formulated as an anti-aging hair solution, combining science and nature to bring back your best hair. is the culmination of over 10 years of dedicated research into hair growth
Slide 8: How does évolis work?
For personal use only HOW DOES WORK ? • FGF5 is a naturally occurring protein and critical in the hair cycle • Its role is to signal hair to stop growing • Blocking FGF5 can extend the growth phase of hair resulting in increased hair growth, reduced hair loss and longer, stronger and thicker hair •
Slide 9: Addressing a Global Hair Growth Problem
For personal use only ADDRESSING A GLOBAL HAIR GROWTH PROBLEM USA 18 million men and women are suffering from hair loss in the US PRODUCT RANGE • 13% of women experience hair loss by 40 increasing up to 50% by age 70 and • 50% of men experience significant hair loss by age 50 PROFESSIONAL Reverse, P
Slide 10: Market Opportunity
For personal use only MARKET OPPORTUNITY ANTI-AGING GLOBAL HAIRCARE HAIRLOSS forecast to grow MARKET 24% Forecasted to reach 2018-2022 with emerging US$11.8B markets expected to generate double digit growth3 by 2024 1 GLOBAL HAIRCARE MARKET outperformed fast is estimated to be growing anti-aging hai
Slide 11: Competitive Landscape
For personal use only COMPETITIVE LANDSCAPE évolis® is the only anti-aging haircare product that is based on natural ingredients, clinically and scientifically validated évolis® ticks all the boxes and effective in reducing hair loss and increasing hair growth évolis® vs. other anti-aging brands2. é
Slide 12: What is Fillerina?
For personal use only WHAT IS FILLERINA® ? Fillerina® is the first non-injectable transdermal filler that has been clinically validated to reduce wrinkles and increase facial volume. The Fillerina® treatment combines six hyaluronic acids to facilitate the filling in and plumping up of tissues. In De
Slide 13: The Distribution Agreement
For personal use only THE DISTRIBUTION AGREEMENT • Advangen has entered into an agreement with Labo WHY FILLERINA® ? International to undertake the exclusive distribution of Fillerina® in AU & NZ (launch September 2018) • First in class, best in class non-injectable • Second product within Advangen
Slide 14: Growth Drivers
For personal use only GROWTH DRIVERS Growth is expected to come from four broad categories: New products • Extension of the product range (new products, refer to right) Revive & Lift Spray • Distribution channel expansion in existing markets Non-comedogenic dry • Geographical expansion within USA, C
Slide 15: Australia
For personal use only AUSTRALIA Existing Channels • E-commerce: Dedicated global website launched in April 2018, including the AU portal • Pharmacy: évolis® products are stocked in over 1,800 pharmacies (up from 1,000 in FY2017) accounting for around 35% of the market • Servicing selected premium sa
Slide 16: Japan
For personal use only JAPAN Existing Channels HIGHLIGHTS • QVC TV shopping: Continue to market through television shopping channel QVC Japan, providing exposure to 26 million households. QVC Japan accounts for 65% of Japanese revenue. • Barbershops: Service barbershop network via Japan’s largest who
Slide 17: USA
For personal use only USA Existing Channels HIGHLIGHTS • E-commerce: Currently limited activity (to increase after the launch of fully operational website) • Premium retail: Partnerships entered into with Neiman Marcus started in September 2017, Soft Surroundings in April 2018 and Bloomingdales will
Slide 18: China
For personal use only CHINA Existing and near term channels • Distribution agreement: Exclusive five-year agreement signed in May 2018 with Fukangren Bio- Pharm Tech. Co. Ltd for the distribution of évolis® lotions and shampoos to over 500 pharmacies, associated hospitals and clinics in China. The a
Slide 19: Business Performance & Outlook
For personal use only BUSINESS PERFORMANCE & OUTLOOK 19
Slide 20: Financial Performance
For personal use only FINANCIAL PERFORMANCE Year FY2018 FY2017 (A$’Ms) (A$’Ms) % chg *Capital Raising Consumer health revenue 5.64 4.49 Up 26% R&D tax and grants 1.06 0.83 Up 27% • 31 July 2018 completed private Total revenue & other income 6.83 5.56 Up 23% placement of shares, raising $9.0M COGS 2.
Slide 21: Lyramid & Kinera: Midkine in therapy
For personal use only Lyramid & Kinera Midkine in therapy 21
Slide 22: Midkine – A Novel and Compelling Target
For personal use only MIDKINE – A NOVEL AND COMPELLING TARET Discovered in 1988, midkine is the subject of over 815 publications (300+ in oncology) • CDY has the largest portfolio of midkine IP assets globally with several Midkine Overexpression relative to healthy tissue Tissue Blood Urine potentia
Slide 23: Lyramid and Kinera
For personal use only LYRAMID KINERA • Stage: pre-clinical • Stage: pre-clinical • Drug class: Antibodies CAB101 and CAB102 (cancer, • Drug class: Protein, MK fibrosis, chronic kidney disease, myocarditis) and • Applications: heart failure, chronic heart conditions and companion diagnostic marker is
Slide 24: Objectives for Lyramid & Kinera in 2018
For personal use only OBJECTIVES FOR LYRAMID & KINERA IN 2018 Complete pre-clinical studies to enter clinical development • Clinical indications will be assessed on the strength of pre-clinical evidence during 2018 • Focused on capital preservation - partnerships are the preferred strategic approach
Slide 25: Appendices
For personal use only APPENDICES 25
Slide 26: Who are QVC?
For personal use only WHO ARE QVC? QVC is a multiplatform shopping experience engaging millions QVC Global Scale of shoppers with hundreds of brands globally through online, Country TV Homes Channels broadcasting, mobile and social channels. (Millions) United States 104 3 The QVC business model allo
Slide 27: Disclaimer
For personal use only DISCLAIMER 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 di