Idt Australia Limited · ASX:IDT
Idt Australia — Shareholder Meeting (October 2010)
17 slides from Idt Australia's shareholder meeting presentation, Oct 29, 2010
Slide 1: IDT 2010 AGM Presentation
IDT 2010 AGM For personal use only Presentation Dr Robyn Elliott Managing Director
Slide 2: IDT Business Areas
IDT Business Areas Slide 2 For personal use only • Contract Manufacturing: API Commercial Manufacturing Finished Dosage Form Commercial Manufacturing • Contract Development: R&D for new drugs - API and Finished Dosage Forms Phase I- Phase II clinical trials through CMAX
Slide 3: 2009/2010 Highlights
2009/2010 Highlights Slide 3 For personal use only • The title and control of the Facility P were transferred to IDT by Pfizer for no upfront cost. • CMAX successfully completed a number of large “First in Man” Phase 1 and vaccine clinical trials on time and on budget. • IDT completed the registrati
Slide 4: 2009/2010 Highlights
2009/2010 Highlights Slide 4 For personal use only • IDT Product Development/Ownership –a new Phase – IDT commenced development of a range of veterinary finished products for international sale. The manufacture of these products will utilize the facilities in IDT’s Facility P. – IDT commenced the de
Slide 5: IDT Objective
IDT Objective For personal use only Slide 5 Through technology excellence, responsible business practices and effective partnerships, the IDT team will provide a sustainable business profit growth and a shareholders return on investment which reflects outstanding performance.
Slide 6: Underlying Medium Term Outsourcing Growth
Underlying Medium Term For personal use only Outsourcing Growth Slide 6 • Drivers: – Large Pharma are closing plants and focusing on R&D/Marketing/Sales. – Biotech companies have ongoing clinical programs- few have in-house development/manufacturing capabilities. – Continued growth is observed in ca
Slide 7: Global Financial Crisis: Recovery in Sight
Global Financial Crisis: Recovery in For personal use only Sight Slide 7 – Capital is slowly becoming available for strong biotech companies with high quality products – Large pharma are looking to improve product pipelines – There is evidence of an increase in Phase I and Phase II development and c
Slide 8: Drivers still of concern
For personal use only Drivers still of concern Slide 8 – The FDA is increasing the difficulty of drug registration leading to clinical delays – The high Australian dollar is affecting global competitiveness – An increase in global plant and development service availability is leading to a short term
Slide 9: IDT Solutions
• IDT Solutions For personal use only Slide 9 – Global Business Development Focus – Facility Focus – New Product/Market Focus
Slide 10: Global Focus
Global Focus Slide 10 For personal use only • Business Development -Continue to look for new customers in new regions through strong representation throughout the US and Europe -Strengthen the international marketing of both the Cmax facility and Australia’s position as a premier clinical trial dest
Slide 11: IDT Facility Focus: API Facilities
IDT Facility Focus Slide 11 For personal use only API Facilities IDT’s API facilities offer scales from 60L to 2000L IDT will continue to upgrade the API facilities to meet new international trends in product containment and provide differentiation from our competitors
Slide 12: Finished Product Facilities - A key differentiator
Finished Product Facilities- A key For personal use only differentiator Slide 12 IDT has “State of the Art” Commercial Oral Product Containment Facilities for: Tablet manufacture Capsule manufacture Thalidomide Capsule manufacture Clinical Packaging
Slide 13: IDT/Pfizer Facilities - Facility P
IDT/Pfizer Facilities- Facility P Slide 13 • IDT now has ownership of For personal use only commercial scale facilities for: Sterile Vial Manufacture Tablet Manufacture API Manufacture (4000L scale) • IDT’s ownership of Facility P opens new opportunities for contract manufacturing of penem antibioti
Slide 14: IDT Product Ownership - the future
IDT Product Ownership-the future For personal use only • IDT will aim to develop a range of Slide 14 oral generic dosage forms with: – High values – Complex formulations – “Difficult to handle” active ingredients – Global market opportunities • Competition will be reduced for these products due to t
Slide 15: Future Outcomes
Future Outcomes Slide 15 For personal use only IDT has development contracts which offer short and long term commercial opportunities IDT has a strong pipeline of clinical projects at Cmax IDT will return to profitability in the current half
Slide 16: Future Outcomes
Future Outcomes Slide 16 For personal use only IDT has extensive project plans to maximize the benefit of ownership of Facility P IDT has land, buildings and pharmaceutical facilities with a replacement value of over $70 million IDT has no bank debt IDT has over 25 years experience in the developmen
Slide 17: IDT Australia Limited
IDT Australia Limited Tel: +61-3-9801-8888 For personal use only Fax: +61-3-9801-8773 E-mail: relliott@idtaus.com.au