Curatis Holding Ag · SIX:CURN
Curatis — Investor Presentation (July 2024)
24 slides from Curatis's investor presentation, July 2024
Slide 1: Niches and rare diseases have been our business for more than 20 years
Niches and rare diseases have been our business for more than 20 years
Slide 2: History
History ▪ The company was founded in 2002 ▪ In the decades that followed, the company continuously expanded its sales portfolio and, with Haemopressin (terlipressin), also developed a pharmaceutical product itself, launched it internationally and sold it to a European pharmaceutical company ▪ In the
Slide 3: Board of Directors and Management
Board of Directors and Management Verwaltungsrat Dr. Marian Borovsky Günter Graubach ▪ Non-executive Chairman of the Board of Directors ▪ Founder and executive member of the Board of Directors ▪ Former General Counsel of Actelion ▪ Formerly: Roche, Santhera Dr. Silvio Inderbitzin Dr. Roland Rutschma
Slide 4: Vision: We are a leading provider of specialist medicines in Europe
Vision: We are a leading provider of specialist medicines in Europe We seek innovative medicines for the prevention, diagnosis and treatment of rare diseases and other niche areas. We commercialize and bring products to market.
Slide 5: Business Case
BusinessCase Growing market for orphan drugs Experienced 2 main pillars: entrepreneurs at the Strong growth drivers in wheel addition to profitable core businesses Large network of Strong pipeline with experts, institutions attractive value and companies, lean inflection points and agile organizatio
Slide 6: Distribution of specialist medicines
Distribution of specialist medicines Distribution of medicines with a focus on rare diseases and diseases that are treated by specialists (specialty care) Examples Product Type Note ▪ Core business: Exclusive distributor for more Cuprior® Rare disease Morbus Wilson than 30 specialist pharmaceuticals
Slide 7: Broad-based existing portfolio
Broad-based existingportfolio Products (A-I) Products (M-Z) Aggrastat® (Tirofiban) Mysoline® (Primidone) AmbiFul® (Fulvestrant) Néo-Mercazole® (Carbimazolum) Brinavess® (Vernakalant) Nityr® (Nitisinon) Coldistop® Ocaliva® (Obeticholic acid) Cuprior® (Trientin) Proleukin ® (Aldesleukine) Cyanokit® (H
Slide 8: Distribution of specialist medicines: expansion
Distribution of specialist medicines Expansion of distribution ▪ Curatis sales business currently focused on Switzerland ▪ Expansion into the following countries is planned: - Germany - France - Italy - United Kingdom ▪ Increase in sales and profit ▪ Geographical expansion also serves the foreseeabl
Slide 9: Search & Development: Search instead of Research
Search & Development Search instead of ▪ Network of internationally renowned scientists, doctors (opinion leaders), institutions and companies Research ▪ Track record in the development and sale of specialty drugs ▪ Most important pipeline projects are based on proven substances Lower risk ▪ Safety
Slide 10: Development pipeline
Development pipeline Indication Project Stage of development Preclinical POC I IIa IIb Pivotal Phase III MA Peritumoral brain edema in 1 pivotal C-PTBE-01 children study Pivotal phase III study with a relatively small Migraine with aura C-AM-01 number of patients, 24-36 months incl. preparation Medi
Slide 11: C-PTBE-01: For peritumoral brain edema (PTBE) in children 1/2
C-PTBE-01: For peritumoral brain edema (PTBE) in children 1/2 ▪ Description of the disease ▪ Focus on children with malignant brain tumors: DMG (diffuse midline glioma) ▪ No curative therapy, average survival time 12 months, aim of treatment: quality of life ▪ Severe complication: tumor-induced brai
Slide 12: C-PTBE-01: For peritumoral cerebral edema (PTBE) in children 2/2
C-PTBE-01: For peritumoral cerebral edema (PTBE) in children 2/2 ▪ Peak sales potential: approx. US$ 250 million ▪ Prevalence: 800 patients in the USA, similar in Europe ▪ IP/ Market exclusivity ▪ USA: Orphan drug protection 7 years / EU: Orphan drug protection 10 years and 10 years data exclusivity
Slide 13: Expert opinion
Expert opinion «For those of us who treat children with brain tumors in our daily practice, the prospect of a safe and effective alternative to corticosteroids to control edema in these patients is indeed exciting.» Prof. Dr. Steward Goldman, Phoenix Children’s − Chair of the Department of Child Hea
Slide 14: C-AM-01: For migraine with aura
C-AM-01: Formigrainewithaura ▪ Description of the disease ▪ There are 2 types of migraine: migraine with aura (20%) and migraine without aura (80%) ▪ What is an aura? Temporary visual disturbances such as flashes of light, flickering, zigzag lines or blind spots, tingling or numbness in the hands, a
Slide 15: Expert opinion
Expert opinion “We have no established therapy for migraine with aura. C-AM- 01 has already shown promising results in pilot studies and is based on an exciting mechanism that could intervene directly in the pathophysiology of aura development”. Prof. Dr. med. Andreas Gantenbein, neurologist & heada
Slide 16: C-MOH-01: For medication overuse headache (MOH)
C-MOH-01: For medication overuse headache (MOH) ▪ Description of the disease ▪ Headaches are widespread and cause high socio-economic costs ▪ Medication overuse headache (MOH) occurs when painkillers are taken too frequently over a long period of time ▪ Paradoxical effect: overuse of painkillers inc
Slide 17: KIN001: For specific inflammatory and fibrotic diseases
KIN001: For specific inflammatory and fibrotic diseases ▪ Description of the disease ▪ Idiopathic pulmonary fibrosis (IPF) is a rare progressive disease of the respiratory system with chronic scarring of the lung tissue ▪ Symptoms include the gradual onset of breathlessness and a dry cough, while co
Slide 18: Development roadmap
Development roadmap Various potentially significant value inflection points Main development 2024E 2025E 2026E 2027E 2028E projects C-PTBE-01 Scientific Advice Meeting FDA / EMA Pivotal Study Phase III Licensing Deal US NDA FDA NDA EMA Rare Pediatric Disease Voucher Commercialization in US Commercia
Slide 19: Half-year figures
Half-year figures ▪ Marked increase in sales in the distribution business ▪ Solid cash position secures operating activities for years to come ▪ Half-year figures characterized by special factors in connection with the listing page 19
Slide 20: Group H1 2024 figures
Group H1 2024 figures(CuratisAG consolidated for 2 months) in mCHF H1 2024 H1 2023 Revenues 2.0 0 Operating result -3.9 -2.1 Of which one-off effects -3.6 - Of which amortization of intangible assets from -0.5 - transaction Cash flow from distribution business 0.2 - Cash and cash equivalents 3.5 0 (
Slide 21: External evaluation
=CURATIS External evaluation | Wh irrovatveSpeciatist Medicines 25 July 2024 VALUATIONLAB CURATIS [ESTIMATES AS OF 25 JULY 2024 | SOURCE: VALUATIONLAB ESTIMATES, CURATIS: A stable and exciting growth story Profitable distribution business and emerging pipeline page 21
Slide 22: Highlights
Highlights Cash flow ▪ Profitable distribution business from operating ▪ Strong growth in sales in recent years activities ▪ Expansion into the EU planned, contract and product screening ongoing ▪ Focus on orphan and ultra-orphan drugs with high medical need ▪ Niche markets with less competitive pre
Slide 23: Important Notice and Disclaimer
Important Notice and Disclaimer THIS DOCUMENT DOES NOT CONSTITUTE A PROSPECTUS WITHIN THE MEANING OF SWISS FINANCIAL SERVICES ACT (“FINSA”), NOR A PROSPECTUS UNDER ANY OTHER APPLICABLE LAWS AND SHOULD NOT BE TREATED AS OFFERING MATERIALS OF ANY SORT AND IS FOR INFORMATION PURPOSES ONLY. THE INFORMAT
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