Patrys Limited · ASX:PAB
Patrys — Investor Presentation (September 2021)
21 slides from Patrys's investor presentation, Sep 28, 2021
Slide 1: Company Overview
For personal use only Company Overview 28 Sept 2021
Slide 2: Safe harbour statement
Safe harbour statement For personal use only The following material is for general information purposes only and is not to be relied upon for the making of an investment decision. Any investment in Patrys Limited ACN 123 055 363 (Patrys) is subject to investment risk including the possibility of los
Slide 3: Investment summary
Investment summary For personal use only Unique antibody Attractive Exclusive platform markets rights • Cancer targeting • PARP inhibitors US$2.3B • Global rights • Cross blood brain barrier • DNA repair deals • All cancer indications • Block DNA repair • ADC deals • Humanised antibodies Multiple Ut
Slide 4: Company snapshot
Company snapshot For personal use only Shares 1.83B Patrys (ASX: PAB) – 12-month price and volume Market cap A$80M Cash 1 A$10.9M Last qtr burn 1 (A$1.8M) Headquarters Melbourne Board John Read (Chair) James Campbell (CEO & MD) Pamela Klein (NED) Suzy Jones (NED) Michael Stork (NED) Substantial Dr D
Slide 5: Board of Directors
Board of Directors For personal use only Dr Pamela M. Klein John Read Chairman • Former VP, Development at Genentech, led development • Experienced Chairman and Director in public, of a large portfolio of drugs private and government organisations • Former Chief Medical Officer of Intellikine (acqui
Slide 6: Technology Overview
For personal use only Technology Overview -6-
Slide 7: First anticancer antibody therapeutic targeting DDR
First anticancer antibody therapeutic targeting DDR For personal use only • Deoxymabs are derived from an antibody, 3E10, which was isolated from a mouse model of the autoimmune disease lupus (SLE) • Deoxymabs bind to DNA and have a unique combination of properties: • Cancer seeking: tumors release
Slide 8: Patrys' deoxymab platform
Patrys’ deoxymab platform For personal use only • Patrys’ deoxymab platform is based on humanised versions of the mouse Mouse Humanised 3E10 antibodies • Global rights to 3E10 antibodies for the treatment of cancer were acquired in 2016 • Patrys has created humanised versions of the 3E10 antibodies
Slide 9: Deoxymab platform offers multiple therapeutic approaches
Deoxymab platform offers multiple therapeutic approaches For personal use only Single Agent Combination Therapies Targeted Therapies + • Many cancers have pre-existing defects • Radiation therapy and many chemo drugs • Deoxymabs can direct delivery of in their DNA damage repair (DDR) work by causing
Slide 10: Deoxymab results
For personal use only Deoxymab results - 10 -
Slide 11: Deoxymabs improve survival in glioblastoma
Deoxymabs improve survival in glioblastoma For personal use only • Glioblastoma (GBM) is the most common form of primary brain cancer, with approximately 23,000 new cases diagnosed in the US each year Mice with human GBM • GBM is highly aggressive with few effective treatment options (5-year surviva
Slide 12: Deoxymabs improve survival with breast cancer metastases
Deoxymabs improve survival with breast cancer metastases For personal use only • Approximately 230,000 women are diagnosed with breast cancer in the TNBC 1 Brain Metastases Model US each year • 10%-15% have Triple Negative Breast Cancer (TNBC), an aggressive form with deficiencies in the BRCA1 gene
Slide 13: Single agent – deoxymabs for treatment of pancreatic cancer
Single agent – deoxymabs for treatment of pancreatic cancer For personal use only • Pancreatic ductal adenocarcinoma (PDAC) is one of the most common and aggressive cancer types, with a 5-year survival rate of 2–9%1 • Globally, 460k new cases and 432k deaths in 2018 Pancreatic Cancer Model • Limited
Slide 14: Many solid tumors have DDR mutations
Many solid tumors have DDR mutations For personal use only Cancer incidence rates (US cases p.a.)1 Brain 25k Breast 284k 60k Pancreatic 150k Colon Ovarian 21k 1 American Cancer Society - Cancer Facts & Figures 2021 estimates Principe et al 2020. Frequency and prognostic value of mutations associated
Slide 15: Combination therapies – improving glioblastoma treatments
Combination therapies – improving glioblastoma treatments For personal use only • Radiation is a mainstay treatment for glioblastoma (GBM) patients Radiation + PAT-DX1 improves survival and is used: • as a monotherapy (less frequently) • post-surgical removal of tumour tissue 71% • in combination wi
Slide 16: Deoxymabs ADC proof of principle was compelling
Deoxymabs ADC proof of principle was compelling For personal use only • Antibody drug conjugates are a fast-growing technology • Use antibody to target delivery of toxic payload to cancer cells. Often superior benefits to antibodies alone MCF7 Breast Cancer Model • Proof of principle study with PAT-
Slide 17: Looking ahead
For personal use only Looking ahead - 17 -
Slide 18: Biologics typically transact earlier and at higher valuations than small molecules
Biologics typically transact earlier and at higher valuations than small molecules For personal use only Proportion of total deals1 Number of pre-clinical deals1 Pre-clinical avg. deal size1,2 Majority of biologic deals occur at Significantly more interest in Pre-clinical biologic deals executed the
Slide 19: Recent deals for antibody and synthetic lethality assets
Recent deals for antibody and synthetic lethality assets For personal use only Recent pre-clinical transactions (licensing, asset and corporate)1 US$6b US$4,000m US$4,000m US$3,065m US$2,070m US$1,3000m US$1,076m US$1,200m US$865m US$600m Deal date 1Q19 1Q19 3Q19 1Q20 2Q20 2Q20 2Q20 3Q20 1Q20 2Q20 C
Slide 20: Timeline
Timeline For personal use only CY21 CY22 CY23 3Q 4Q 1Q 2Q 3Q 4Q 1Q Additional animal models Non - GLP Tox IND-enabling Engineering GMP production and activities for MCB run formulation PAT-DX1 GLP toxicology Prepare & file Phase 1 Aust-HREA (IND) PAT-DX3 animal models Platform expansion Alternate de
Slide 21: Contact
For personal use only CONTACT CONTACT Dr. James Campbell CEO and Managing Director +61 3 9670 3273 info@patrys.com www.patrys.com Patrys Limited (ASX:PAB)