Rafael Holdings, Inc. · NYSE:RFL
Rafael — LD Micro 2018 Conference
22 slides from Rafael's conference presentation, Dec 6, 2018
Slide 1: December 6, 2018 LD Micro 2018 Conference
December 6, 2018 LD Micro 2018 Conference
Slide 2: Forward-looking statements
2 This presentation contains forward - looking statements. Statements that are not historical facts are forward - looking statements and such forward - looking statements are statements made pursuant to the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995. Example of fo
Slide 3: Rafael Holdings | Overview
3 Real Estate Strong Balance Sheet Pharma Rafael Holdings | Overview
Slide 4: Rafael Holdings | Management
Howard Jonas CHAIRMAN and CEO Rafael Holdings | Management 4 Menachem Ash PRESIDENT AND GENERAL COUNSEL ● Executive Vice President of Strategy and Legal Affairs at IDT Corporation ● Formerly managing attorney for IDT’s legal department David Polinsky CHIEF FINANCIAL OFFICER ● Co - founder of Rafael
Slide 5: Corporate History
2016 2013 2015 1H 2018 2H 2018 Corporate History Howard Jonas joins the Board of Directors of Rafael Pharmaceuticals IDT Corporation (NYSE: IDT) makes initial investment in Rafael Pharmaceuticals Rafael Holdings listed on the NYSE American following spinoff from IDT to Rafael Holdings (NYSE American
Slide 6: Market Snapshot
Market Snapshot ¹ Based on closing price on December 3, 2018 ² As of July 31, 2018 3 Shareholders’ Equity / Shares Outstanding 6
Slide 7: Real Estate
Har Hotzvim Industrial Park; Jerusalem, Israel Washington Park Business District; Newark, New Jersey Piscataway, New Jersey Rafael Holdings seeks to realize value from its commercial real estate portfolio through a combination of monetization and development of its assets 7 Real Estate
Slide 8: Real Estate | Key Financial Facts
Rafael’s PP&E of $50 million* predominantly reflects buildings, improvements and land -- less accumulated depreciation and amortization. No debt: Rafael Holdings is debt free and the real estate is unencumbered with mortgages Annual revenue generated by Rafael’s real estate holdings in FY ended July
Slide 9: Rafael Pharma
Rafael Pharma 9 Rafael Pharmaceuticals is a clinical - stage oncology therapeutics company developing Altered Metabolism Directed (AMD) drugs to treat cancers. Its lead molecule CPI - 613, is in multiple clinical trials for both solid tumors and hematological malignancies including two recently laun
Slide 10: Pharma Leadership Team
Pharma Leadership Team 10 Sanjeev Luther President & CEO ❏ 25+ years experience in healthcare including spec pharma, bio - pharma etc. in strategy, BD, alliance, commercialization and operations ❏ Under his leadership Rafael has made significant progress towards strategy, R&D , clinical development
Slide 11: Pharma Leadership Team, Continued
Pharma Leadership Team, Continued 11 Mike Hu, Ph.D. Chief Development Officer ❏ 18 years of experience in clinical and pre - clinical research, pharmaceutical drug development, and academia ❏ Contributed to the development, submission, approval and life cycle management of 18 drugs in various indica
Slide 12: CPI-613 Clinical Results in Pancreatic Cancer
12 CPI 613 - Clinical Results in Pancreatic Cancer CPI - 613 in Combination with Modified FOLFIRINOX in Metastatic Pancreatic Cancer Exhibited Substantially Higher Efficacy Compared to Current Standard of Care N Engl J Med 2011;364:1817 - 25; N Engl J Med 2013;369:1691 - 703, *Not Evaluated
Slide 13: CPI-613 Clinical Results in AML
Elderly Patient Population (≥ 60 years) Historical Cohort Combined Data* High Dose Cytarabine + Mitoxantrone CPI - 613 + High Dose Cytarabine + Mitoxantrone (1,500 mg/m 2 CPI - 613) CPI - 613 + High Dose Cytarabine + Mitoxantrone (2,000 mg/m 2 CPI - 613) N 66 19 21 CR 27% 29% 48% CR + CRi 33% 35% 52
Slide 14: CPI-613: Sustainable Horizons for Growth
14 CPI - 613 | Sustainable Horizons for Growth Targeting Large Unmet Need & Orphan Indications in Terms of Patient Pool Copyright © 2018. Rafael Pharmaceuticals, Inc. Confidential and Proprietary. Estimated 53,670 Patients/year 8 Estimated 21,380 Patients/year 7 2019 2025 Acute Myeloid Leukemia Panc
Slide 15: CPI-613: Ongoing / Upcoming Clinical Trials
15 Copyright © 2018. Rafael Pharmaceuticals, Inc. Confidential and Proprietary. CPI - 613: Ongoing / Upcoming Clinical Trials 6 Ongoing and 4 Upcoming Trials (begin enrollment September – October 2018) in Solid Tumors & in Hematological Malignancies
Slide 16: Rafael Pharma - Potential Near Term Catalysts
❏ Initiation of pivotal study (ARMADA 2000) in AML ❏ Initiation of pivotal study (PANC003) in Pancreatic Cancer ❏ X - US marketing & development partnership for CPI - 613 ❏ Completion of Phase 2 study in Burkitt’s Lymphoma ❏ Completion of T - Cell Lymphoma trial ❏ Interim analysis of ARMADA2000 stud
Slide 17: Comparable Analysis of an Oncology Company with Phase 3 Product
» Comparable Analysis cen Acton of an Onsog Company with Phase 3 Product . oe cee r _ . i. - i rm i Q ii trp i a Pn etd # Sree ar ere ee a oe
Slide 18: Rafael Pharma - Key Takeaways
18 Rafael Pharma - Key Takeaways Novel and safe approach to cancer treatment Multiple indications targeted with high unmet need Large amount of safety data on CPI - 613 FDA approval to proceed to Phase III Pivotal trials Management with extensive experience in discovery, development and commercializ
Slide 19: Other Holdings
19 Other Holdings 19 Lipomedix Pharmaceuticals is a clinical - stage company focused on developing liposome - based drug delivery platform.
Slide 20: LipoMedix Product Technology
20 LipoMedix 20 LIPOMEDIX Product Technology Promitil ® PL - MLP ❏ A proprietary formulation of a lipid - based pro - drug of MMC (MLP) which enables efficient delivery and release of active MMC to tumors in vivo ❏ Lowers the toxicity of free MMC and enhances anti - tumour activity against tumors in
Slide 21: Investment Rationale
Investment Rationale ❏ Rafael Holdings’ current market cap approximates the value of its cash, cash equivalents and marketable securities ($41 million) and property ($50 million)* ❏ Rafael Pharmaceuticals is privately held. Public comps for oncology focused companies with ongoing phase III clinical
Slide 22: Rafael Holdings, Inc. Contact Info
Rafael Holdings, Inc. CONTACT INFO David Polinsky EMAIL david.polinsky@rafaelholdings.com Thank you