Biotron Limited · ASX:BIT
Biotron — Shareholder Meeting (November 2016)
22 slides from Biotron's shareholder meeting presentation, Nov 22, 2016
Slide 1: Cover letter to ASX for AGM presentation
Level 2, 66 Hunter Street Sydney NSW 2000 For personal use only Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: pnightingale@biotron.com.au Website: www.biotron.com.au 22 November 2016 The Manager Companies ASX Limited 20 Bridge Street SYDNEY NSW 2000 (22 pages by email) Dear Madam, PRESENTATION
Slide 2: Chairman's Address to the AGM
Level 2, 66 Hunter Street Sydney NSW 2000 For personal use only Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: info@biotron.com.au Website: www.biotron.com.au 22 November 2016 My Fellow Shareholders CHAIRMAN’S ADDRESS TO THE AGM While the last 12 months have been challenging, I’m pleased to rep
Slide 3: Chairman's Address (continued)
Our work continually expands our knowledge of these diseases - and how to combat them. Drug development is inherently risky. Drugs fail in development, encounter unforeseen issues or are met by surprise claims or breakthroughs from competitors. Biotech companies need to be adaptable, For personal us
Slide 4: Annual General Meeting
For personal use only Annual General Mee+ng 22 November, 2016
Slide 5: Forward Looking Statements
Forward Looking Statements For personal use only This presenta,on may contain forward-looking statements with respect to the financial condi,on, results and business achievements/performance of Biotron Limited (ACN 086 399 144) and certain of the plans and objec,ves of its management. These statement
Slide 6: Biotron Snap Shot
Biotron Snap Shot • Biotron’s core exper,se is design and development of new an,viral drugs targe,ng viral ion For personal use only channel proteins (viroporins) • Viroporins are present in broad range of viruses: • Influenza (M2), HIV-1 (Vpu), Hep C (p7), Dengue and West Nile (M protein), SARS (E p
Slide 7: Strategy Update
Strategy Update For personal use only • Con,nue to posi,on Biotron as Clinical Stage An,-viral Development Company with: o Clinical programs for HIV-1 and Hepa,,s C virus (HCV) o A lead program, BIT225, as “First in Class” therapy for HIV-1 eradica,on o Valuable HCV clinical program, with a new clas
Slide 8: BIT225 – Phase 2 Asset for Two Indications
BIT225 – Phase 2 Asset for Two Indica+ons • Demonstrates robustness of Biotron’s approach For personal use only • BIT225 is a valuable Phase 2 asset with two indica,ons – HIV-1 and HCV • Both are mul,-billion dollar markets • Over 200 individuals dosed (healthy, HCV, HIV-1 and HIV-1/HCV co-infected)
Slide 9: HIV-1 Eradication – Towards a Cure
HIV-1 Eradica+on – Towards a “Cure” For personal use only • Key market opportunity – significant unmet medical need • E.g. BIT225 @ US$100,000 per dose with 25% market penetra,on: • Poten,al US$60 billion current infected market • Poten,al US$2.25 billion new infec,ons • Long-term health implica,ons
Slide 10: HIV-1 Reservoirs
HIV-1 Reservoirs • HIV-1 remains hidden in reservoirs, leading to For personal use only chronic, life-long infec,on • Invisible to body’s immune defenses • Not sensi,ve to an,-HIV-1 drugs • Eradica,on will require mul,ple approaches; approaches include: • An,-latency agents for latently-infected T c
Slide 11: BIT225 – Proven Clinical Activity Against HIV-1
BIT225 – Proven Clinical Ac+vity Against HIV-1 16 For personal use only Placebo • BIT225-004: Phase 1b/2a randomised, placebo controlled, 14 BIT225 HIV-1 Replica,on (pg/200uL) double-blind trial 12 • 21 pa,ents, HIV-1 posi,ve, treatment-naïve; 10 days 10 dosing with BIT225 (monotherapy) 8 Results de
Slide 12: BIT225 HIV-1 Trials Designed to Show Clinical Benefit in Combination with ART
BIT225 HIV-1 Trials Designed to Show Clinical Benefit in Combina+on with ART For personal use only 1 - BIT225-009 2 - Treatment Interrup+on Slide 13
Slide 13: HIV-1 Program Trials - I
HIV-1 Program Trials - I For personal use only • BIT225-009 Overview • Phase 2 human clinical trial • 12 weeks BIT225 in combina,on with current an,retroviral treatment (ART) • Pa,ent popula,on is commencing ART treatment for first ,me • Double blind, placebo controlled study • Measuring BIT225 impac
Slide 14: HIV-1 Program Trials - II
HIV-1 Program Trials - II For personal use only • Treatment Interrup%on Study (ATI) • To look at impact on viral reservoir: • Treat with current ART drugs, with and without BIT225 • Take away drugs • Measure impact on viral rebound • Delay, change in dynamics, etc • Difficult to do in pa,ents as they
Slide 15: Human Treatment Interruption Model
Human Treatment Interrup+on Model For personal use only • Mice with human immune system • Can be infected with HIV-1 and treated with human drugs • Mimic Treatment Interrup,on trial in humans ADVANTAGES: • Less cost, risk, %me • Provide data to: • Guide for poten%al clinical use • Support outcome of
Slide 16: Creating Clear Value Inflection Points in HIV-1 Program
Crea+ng Clear Value Inflec+on Points in HIV-1 Program For personal use only • Studies very carefully designed in conjunc,on with Key Opinion Leaders with industry feedback • Specifically designed to show poten,al partners how BIT225 can be used in combina,on with current ART • Phase 2 HIV-1 Trial ( BI
Slide 17: HCV Program Update
HCV Program Update For personal use only • Data package prepared for regulatory filings in US or elsewhere • Partner-ready for combina,on studies with other HCV drugs • BIT225 is pan-genotypic, new class of HCV drug • China remains a significant opportunity for HCV therapy • 30 – 50 million people inf
Slide 18: Unlocking Value in Compound Library
Unlocking Value in Compound Library For personal use only • Renewed industry interest in targe,ng viral diseases including • Respiratory syncy,al virus (RSV) • Hepa,,s B virus • Tropical diseases including Dengue • Influenza (in par,cular drug resistant strains) • Ebola, MERS-CoV and Zika outbreaks h
Slide 19: Compound Library is Rich Source of Hits
Compound Library is Rich Source of Hits For personal use only X-axis: BIT compound ID Y-axis: Virus class Z-axis: Strength of hit Library is valuable to Biotron and poten+al partners as it is a new chemical space that has not been exploited in drug development to date
Slide 20: Preclinical – Early Stage Opportunities
Preclinical – Early Stage Opportuni+es For personal use only • Technology core is an an,viral plaborm with new class of small molecules with broad range of ac,vity against different viruses • Extending earlier stage programs for other key viruses: • Iden,fying hits for other viruses including RSV, Zi
Slide 21: Summary
Summary For personal use only Biotron well posi,oned for value growth in 2017: • Strong clinical program in HIV-1 • Defined value infec,on points based on poten,ally posi,ve data from BIT225-009 trial and ATI Study making Biotron “Partner Ready” • Regional HCV licensing strategy enabling addi,onal va
Slide 22: Contact
Contact For personal use only Dr Michelle Miller CEO & Managing Director +61 412 313329 mmiller@biotron.com.au www.biotron.com.au