Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Investor Presentation (June 2019)
19 slides from Botanix Pharmaceuticals's investor presentation, Jun 14, 2019
Slide 1: Botanix Advisory Board Presentation on Psoriasis Market Opportunity
ASX/Media Release 14 June 2019 For personal use only Botanix Advisory Board Presentation on Psoriasis Market Opportunity Key highlights Advisory Board meeting convened at World Congress of Dermatology in Milan to review market opportunities in psoriasis for BTX 1308 US psoriasis market is signif
Slide 2: About Botanix Pharmaceuticals
About Botanix Pharmaceuticals Botanix Pharmaceuticals Limited (ASX:BOT) is a clinical stage medical dermatology company based in For personal use only Perth, Australia and Philadelphia, PA. The Company’s focus is the development of safe and effective topical treatments for acne, psoriasis, atopic de
Slide 3: Overview of Psoriasis Therapeutics Market
For personal use only Overview of Psoriasis Therapeutics Market Advisory Board – World Congress of Dermatology June 2019
Slide 4: Botanix overview
Botanix overview Cannabinoid focused pharmaceutical company, with one of the world’s most advanced clinical pipelines, studying CBD in a range of inflammatory and anti-microbial applications For personal use only Multiple value Significant clinical inflection points from completion of funded studies
Slide 5: Rapidly advancing pipeline targeting large and growing markets
Rapidly advancing pipeline targeting large and growing markets Phase 2 acne trial completion in 3Q and Phase 2 atopic dermatitis trial completion in 4Q 2019 For personal use only Product candidate Indication Pre-clin Ph 1 Ph 1b Ph 2 Status Moderate to BTX 1503 Study complete 3Q 2019 severe acne Mode
Slide 6: Psoriasis – Cannabidiol MOA study pending interim data
Psoriasis – Cannabidiol MOA study pending interim data Testing BTX 1308 in a model where detailed information on how CBD may modulate skin disease through the collection of biopsies For personal use only Psoriasis plaque model Novel multi-drug comparison study format in the same patient Biopsies o
Slide 7: Our focus is on large markets that are poised for growth
Our focus is on large markets that are poised for growth Global medical dermatology market is expected to grow to US$43bn by 20241 For personal use only 2017 global dermatology market1 2024 global dermatology market1 US$22bn sales US$43bn sales Other Atopic Atopic dermatitis dermatology dermatitis 7
Slide 8: Psoriasis: Disease overview, Unmet needs, Market opportunity
For personal use only Psoriasis: Disease overview Unmet needs Market opportunity www.botanixpharma.com 6
Slide 9: Disease overview
Disease overview Psoriasis is a chronic, inflammatory disease characterised by red patches and plaques with silvery scales on the skin For personal use only Psoriasis affects ~6m to ~8m people in the U.S. • ~90% have mild to moderate disease • CDC surveys suggest only 2m patients are actively treate
Slide 10: Treated Psoriasis patient segmentation
Treated Psoriasis patient segmentation Approximately 90% of patients of patients with Psoriasis are mild to moderate For personal use only Diagnosed patients1 (6.0m to 8.0m patients) Treated patients2 (2.0m to 4.0m patients) Patient Mild Disease Moderate Disease Severe Disease 65% 25% 10% segmentati
Slide 11: Almost all patients, regardless of severity start with a topical treatment
Almost all patients, regardless of severity start with a topical treatment Body Surface Area (BSA) and severity of disease drives treatment selection For personal use only OTC / Non- Emollients Moisturisers Salicyclic Acid Coal Tar Bath solutions Topical itch relief pharmacologic1 Severity Profile1
Slide 12: Psoriasis disease severity and frequency of flares
Psoriasis disease severity and frequency of flares Data shows the majority of patients experience 7+ flares per year For personal use only Overall disease severity Frequency of flares by severity Patient-reported disease flaring by severity 100% Patient-reported disease severity (N=1,017) 90% 25% 80
Slide 13: Overview of topical treatments
For personal use only Overview of topical treatments www.botanixpharma.com 11
Slide 14: Patient prioritisation of treatment characteristics
Patient prioritisation of treatment characteristics For patients who use topical therapies, cosmetic characteristics of the treatment are highly important For personal use only Topical treatment attributes of high importance to participants (N=112) Number of Respondents 0 5 10 15 20 25 30 I do not n
Slide 15: Use of topical products
Use of topical products Multiple surveys show that many patients are exclusively using topicals For personal use only Proportion of patients using topical Psoriasis patients’ self-reported reasons medication alone for receiving only topical medications Fewer adverse effects 100% Weighted Averages1:
Slide 16: US market pricing for key psoriasis topicals
US market pricing for key psoriasis topicals Topical products Weighted Average Cost (WAC) of products approaches approximately $1,000 per month (which is dwarfed by injectable biologic costs approaching approximately $35,000 per annum) For personal use only US$ WAC Price per Package $1,200 Topical c
Slide 17: Limitations of current treatments
Limitations of current treatments Safety is a key consideration when selecting products for treatment For personal use only Topical vitamin D products • Topical vitamin D products are minimally effective at clearing psoriasis but are still prescribed because they act as steroid sparing agents (i.e.
Slide 18: Potential to fill a gap
Potential to fill a gap It has been decades since a novel topical agent has been approved for psoriasis, which leaves the market seeking a simple yet elegant therapy that balances efficacy and safety For personal use only Efficacy Novel therapies with efficacy suitable for mild to moderate psoriasis
Slide 19: Market opportunity for topical Rx treatments for Psoriasis
Market opportunity for topical Rx treatments for Psoriasis Opportunity to take market share from existing topical products and provide earlier stage treatment option for more expensive (and less safe) injectable biologics For personal use only Topical treatments represent 75% of all prescriptions wr
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