Kazia Therapeutics Ltd · NASDAQ:KZIA
Kazia Therapeutics — Novogen — Shareholder Meeting (November 2017)
19 slides from Kazia Therapeutics's shareholder meeting presentation, Nov 15, 2017
Slide 1: Presentation to Shareholders
Presentation to Shareholders 15 November 2017 Dr James Garner Chief Executive Officer Novogen Limited NRT NVGN
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the “safe-harbor” provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve known and unknown risks, uncertainties and other factors that could cause the actual
Slide 3: Novogen has continued to deliver on milestones across its portfolio during 2017
Novogen has continued to deliver on milestones across its portfolio during 2017 Commencement of Cantrixil phase I study in ovarian cancer December 2016 Awarded $3 million CRC-P grant for ‘next-generation’ ATM discovery program February 2017 Termination of ATM-3507 program due to unfavourable preclin
Slide 4: Our efforts are attracting increasing attention from media and the investment community
Our efforts are attracting increasing attention from media and the investment community
Slide 5: Novogen now has a focused, well-diversified portfolio of assets
Novogen now has a focused, well-diversified portfolio of assets, stretching from preclinical to mid-stage clinical Lead Optimisation Preclinical Proof-of-Concept IND-Enabling Tox & CMC Phase I Clinical Trials Phase II Clinical Trials Patent Expiry SBP TRXE-002-1 Cantrixil 2035 PI3K GDC-0084 2032 Ova
Slide 6: GDC-0084 phase II study in glioblastoma is near-ready to initiate
GDC-0084 phase II study in glioblastoma is near-ready to initiate Transfer of IND with US FDA from Genentech and updating ü Design of phase II clinical study with input from clinicians ü Manufacture of drug substance into capsules for clinical trial use ü Engagement of contract research organisation
Slide 7: GDC-0084 phase II study design developed with input from clinicians and US FDA
GDC-0084 phase II study design has been developed with input from leading clinicians and US FDA Debulking surgery prior to study entry Radiotherapy + temozolomide Maintenance temozolomide Maintenance GDC-0084 R prior to entering study during study n = 114 n = 114 CLINICAL PROOF OF CONCEPT DOSE OPTIM
Slide 8: The PI3K class has been validated by approval of a new therapy in September
The PI3K class has been validated by approval of a new therapy in September Two PI3K inhibitors now successfully brought to market Zydelig (idelalisib) [Gilead] Aliqopa (copanlisib) [Bayer] Neither drug is brain-penetrant, so are unlikely to rival GDC-0084 Demonstrates that PI3K is a validated pathw
Slide 9: Failure of CHECKMATE-143 study suggests limited potential for immuno-oncology in GBM
Failure of CHECKMATE-143 study in April 2017 suggests limited potential for immuno-oncology therapies in GBM Immuno-oncology agents have shown limited promise in first large-scale trial for glioblastoma CHECKMATE-143 study was a phase III trial of Opdivo (nivolumab) compared with Avastin (bevacizuma
Slide 10: Growing public attention for brain cancer highlights need for new treatment options
Growing public attention for brain cancer highlights need for new treatment options There is increasing recognition of the need to find treatment options for patients diagnosed with GBM Senator John McCain’s diagnosis in July 2017 highlighted glioblastoma and focused attention on the need for new tr
Slide 11: GDC-0084 has important advantages as a new therapy for glioblastoma
Although glioblastoma is a challenging disease, GDC-0084 has important advantages as a new therapy Challenge GDC-0084 Value Proposition Blood-Brain Barrier Most small-molecule drugs do not readily cross the blood-brain barrier, and therefore are not effective at treating brain disease GDC-0084 was d
Slide 12: Other companies focused on the PI3K pathway have been highly valued
Single asset company with one PI3K inhibitor in phase I human trials US$ 128 million Market Cap One PI3K inhibitor in phase II human trials, one other drug in phase III, and two in animal testing US$ 530 million Market Cap One PI3K inhibitor in phase II human trials Acquired by big pharma in 2011 fo
Slide 13: Cantrixil phase I study in ovarian cancer is progressing according to plan
Cantrixil phase I study in ovarian cancer is progressing according to plan Dose Escalation Component Dose Expansion Component Starting with a low dose, progressively increases the amount of Cantrixil administered until a maximum tolerated dose (MTD) is reached. Provides information on safety and tol
Slide 14: We are seeking support of shareholders to complete the Company's transformation
We are seeking support of shareholders to complete the Company’s transformation Novogen has been many things to many people, and we remain proud of our historical achievements. However, to fully realise our future potential, we need our stakeholders to be able to see us with fresh eyes, and to consi
Slide 15: We seek to develop a focused portfolio of oncology assets, ultimately self-financing
We seek to develop a focused portfolio of oncology assets, ultimately self-financing Partner with big pharma for late-stage development to bring to market Bring in under-valued assets from other pharmaceutical companies Conduct focused clinical trials Identify optimal patient groups Understand safet
Slide 16: Other companies have built successful businesses on a partnership model
Other companies have built successful businesses on a partnership model Licensor Licensee Assets Outcome 6x early-stage programs Neratinib for breast cancer Niraparib for ovarian cancer Formed 2012 IPO 2014 Current MC: $440M IPO 2012 Current MC: $4.9B IPO 2012 Current MC: $5.3B Package of neurology
Slide 17: We have already demonstrated that we can achieve much of what is required to succeed
We have already demonstrated that we can achieve much of what is required to succeed Key Success Factors Proof Points Identify and bring in high-quality assets from international big pharma companies Novogen’s successful deal with Genentech for GDC-0084 in October 2016 Build a diverse portfolio of a
Slide 18: 2018 will see the Company deliver clinical data and move forward a phase II trial
2018 will see the Company deliver clinical data, and move forward a critical phase II clinical trial GDC-0084 Cantrixil Discovery Programs Business Development Commence phase II clinical trial in glioblastoma Explore other potential uses of GDC-0084 through collaborations and partnerships Report dat
Slide 19: Novogen
@ @8e@NOVOGEN