Immuron Limited · ASX:IMC
Immuron — Corporate Update (February 2023)
14 slides from Immuron's corporate update, Feb 28, 2023
Slide 1: Investor Presentation: Business Update
INVESTOR PRESENTATION BUSINESS UPDATE 28 FEBRUARY, 2023 Steven Lydeamore - CEO NASDAQ: IMRN ASX: IMC 1
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Certain statements made in this presentation are forward-looking statements and are based on Immuron’s current expectations, estimates and projections. Words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “guidance” and similar expressio
Slide 3: Executive Summary
EXECUTIVE SUMMARY Immuron Ltd (ASX:IMC) (NASDAQ:IMRN) is a globally integrated biopharmaceutical company focused on developing, and commercialising, oral immunotherapeutics for the treatment of gut mediated diseases • Two commercially available oral immunotherapeutic products – Travelan® and Protect
Slide 4: Year to Date Sales – 24th February 2023
YEAR TO DATE SALES – 24TH FEBRUARY 2023 Key Commentary $000s • $649k sales during January and to 24 February boosting sales YTD FY23 YTD FY22YTD • Up 234% on pcp Profit & Loss 24 Feb 23 24 Feb 22 Var % • Up 111% on FY23 half year Australian Sales $ 776 $ 67 1058% Rest of World Sales $ 457 $ 302 51%
Slide 5: CEO Update & Corporate Snapshot
CEO UPDATE & CORPORATE SNAPSHOT • Continued strengthening executive team, bringing on Flavio Palumbo as Chief Financial Snapshot Commercial Officer Shares on Issue 227,798,346 • Flavio brings over 20 year’s experience with local and global (Asia, UK) commercial leadership roles with GSK and P&G. Tot
Slide 6: Status of Product Portfolio and Key Milestones
STATUS OF PRODUCT PORTFOLIO AND KEY MILESTONES • US Department of Defense grant of US$4.45 million to examine a dosing regimen for Travelan® more suited for use by the military d Immuron’s Clinical Programs o Market evaluation by Lumanity confirms the Traveler’s Diarrhea market Compound or Indicatio
Slide 7: Distribution Capability
DISTRIBUTION CAPABILITY Immuron Limited ANB Canada Vancouver, BC, Canada Ontario, Canada Distributes to all provinces of Canada Australia USA Canada Retail Pharmacy B2B E-commerce Established Developing RJW Logistics Immuron Inc. Chicago, USA New York, USA Key Commentary Distributes to all states •
Slide 8: Business Positioned for Organic Growth and New M&A Strategy
BUSINESS POSITIONED FOR ORGANIC GROWTH AND NEW M&A STRATEGY Organic Growth Strategy M&A Strategy • Focus on commercialised products and near- • By pursuing growth through M&A of a fragmented market, term development extensions, including: IMC believes that it will be able to increase market geograph
Slide 9: Key Milestones Anticipated to Drive Value
KEY MILESTONES ANTICIPATED TO DRIVE VALUE 2H 1H 2H 1H 2022 2023 2023 2024 • FDA IND1 approved for • IRB Approval4 • Topline results for IMM- • Clinical Study Report Travelan® single daily dose IMM-124E • Initiate IMM-124E ETEC 124E ETEC CHIM clinical ETEC2 CHIM3 clinical trial a CHIM clinical trial
Slide 10: Steven Lydeamore, Chief Executive Officer, Immuron Limited
Steven Lydeamore Chief Executive Officer Immuron Limited 28 February 2023 Contact Information: Phone: Australia: +613 8892 4854 Email: steve@immuron.com 10
Slide 11: Technology Platform
TECHNOLOGY PLATFORM Immuron’s proprietary technology platform combines the natural human nutrition & health benefits of bovine colostrum with a novel class of specifically targeted oral polyclonal antibodies that offer delivery within the gastrointestinal (“GI”) tract and can be used to target virus
Slide 12: Addressable Market & Industry Overview
ADDRESSABLE MARKET & INDUSTRY OVERVIEW Billion Dollar Market Travelers diarrhea treatment market is large and growing at a Immuron’s products are a subset of the global digestive health ~$15b+ market, which a multi-billion-dollar market* CAGR of ~7% Travelers diarrhea treatment market is large and g
Slide 13: Scientific References
SCIENTIFIC REFERENCES Travelan® (IMM-124E) Travelan® has been shown to reduce both the incidence and severity of ETEC-induced diarrhea in up to 90% of Scandinavian Journal of Gastroenterology, 46:7-8, 862-868, DOI: volunteers 10.3109/00365521.2011.574726 Travelan as a broad Spectrum anti-bacterial I
Slide 14: ASX Releases Referenced
ASX RELEASES REFERENCED Ref Slide statement ASX Release a Travelan® (IMM-124E) IND filed with and approved by FDA Immuron Receives FDA Approval for Travelan IND Application b Strategic investment in leading UK based health biotech Ateria Immuron completes strategic investment in Ateria Health Health