Biotron Limited · ASX:BIT
Biotron — Shareholder Meeting (November 2003)
10 slides from Biotron's shareholder meeting presentation, Nov 7, 2003
Slide 1: Cover letter: Presentation to Annual General Meeting
BIOTEC OD? timitea A.B.N, 60 086 399 144 Level 8, 261 George Street Sydney NSW 2000 Tel: (61-2) 9247 8212 Fax: (61-2) 9247 3932 E-mail: pnightingale@biotron.com.au Website: www.biotron.com.au 7 November 2003 The Manager Companies Australian Stock Exchange Limited 20 Bridge Street SYDNEY NSW 2000 (10
Slide 2: Biotron AGM November 2003
Biotromn AGM NOVEMBER 2003
Slide 3: Biotron Aims
BIOTRON AIMS Focused on increasing value to future Pharma partner/s Will translate into increased value for shareholders Considerably increased value of technologies over last 12 months Increased value not recognised by market Biotron Limited
Slide 4: Virion — Unique Antiviral Platform Technology
VIRION — UNIQUE ANTIVIRAL PLATFORM TECHNOLOGY HIV Hepatitis C virus (HCV) Coronavirus family (SARS virus) Flavivirus family (Dengue) Amiloride series New Chemical Series IT New Chemical Series IT New Chemical Series IV | Pre 2002/2003 coverage Current coverage Biotron Limited
Slide 5: Potential Virion Market
POTENTIAL VIRION MARKET HIV Hepatitis C | SARS virus | Dengue virus virus (Coronavirus | (Flavivirus (HCV) family) family) No: Cases 36.1m ~4m in US ~7,600 cases; 50m Dengue worldwide (2.7m Other cases p.a. chronic coronaviruses | (15% infection); are very mortality); 170m common (e.g. >7300 cases w
Slide 6: Recent HIV Deals
MV026048 (NNRTD Medivir MIV-210 — (NRTD Medivir MIV-310 (NRTD Medivir T-20 (Fuzeon) Trimeris | COMPOUND RECENT HIV DEALS Roche GSK Boehringer Ingelheim Roche PARTNER DATE April 2002 May 2003 July 2003 STAGE Preclinical; due to enter Phase J in 2003 Phase | Phase 1 Phase I/II undisclosed royalties VA
Slide 7: Virion Platform
VIRION PLATFORM Platform technology targeting viral ion channels New way to attack a wide range of viral diseases Strong, broad IP position (5 patents filed) — ANY virus with ion channels — Broader range of compounds and classes Rapid assays to identify new antiviral agents Based on solid, defendabl
Slide 8: Anticipated Milestones (Virion-HIV)
ANTICIPATED MILESTONES (VIRION-HIV) ¢ Lead series selection (end 2003) ¢ START grant (1Q 2004) Clinical candidate selection (1Q 2004) Initiate Phase I/ITa clinical trial 3 2004) Successful completion of Phase I/Ila clinical trial NB Anti-HIV study is only the first in a series relating to the Virion
Slide 9: C-Test Update
C-TEST UPDATE Focused on need to generate a commercialisable product Ahead of rest of diagnostics field (issue) Generating a “better” test format Trials are on-going — St Vincent’s Hospital, Sydney — Prince of Wales Hospital, Sydney — St George Hospital, Sydney Strong IP position (3 patents filed) D
Slide 10: Summary
SUMMARY $4.6 m cash reserves as of 30 Sept 2003 >2 years at historic spend rate Ability to decrease expenditure on other projects to ensure successful commercialisation of Virion Focused on building strong, sustainable base under BIT, maximising returns to shareholders Biotron Limited