Actinogen Medical Limited · ASX:ACW
Actinogen Medical — Investor Presentation (March 2018)
25 slides from Actinogen Medical's investor presentation, Mar 19, 2018
Slide 1: Updated Investor Presentation and Invitation to Investor Briefings
Investor Presentation • Updated Investor Presentation and Fact Sheet For personal use only • Invitation to Investor Briefings 19 March 2018: Actinogen Medical (ASX: ACW) is pleased to announce an updated Investor Presentation and Fact Sheet that will form the basis for the presentations at the open
Slide 2: About Actinogen Medical, Xanamem and XanADu
Dr. Bill Ketelbey CEO & Managing Director P: +61 2 8964 7401 E: bill.ketelbey@actinogen.com.au @BillKetelbey For personal use only About Actinogen Medical Actinogen Medical (ASX: ACW) is an ASX-listed biotech company focused on innovative approaches to treating cognitive decline that occurs in chron
Slide 3: Alzheimer Treatment Needs a New Approach – Xanamem
For personal use only Alzheimer Treatment Needs a New Approach – Xanamem™ Investor Open Briefing March 2018
Slide 4: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Actinogen Medical Limited. (“Actinogen” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all inform
Slide 5: Actinogen Medical
Actinogen Medical (ASX:ACW) For personal use only • Developing Xanamem for the treatment STOCK METRICS* of Alzheimer's disease (AD) and cortisol associated cognitive impairment ASX CODE ACW Market Capitalisation $37.5m • Xanamem, a novel differentiated Enterprise Value $30.5m mechanism of action: pr
Slide 6: Cortisol inhibition improves cognition – Key Factor in 2014 Acquisition
Cortisol inhibition improves cognition – Key Factor in 2014 Acquisition Two 2004 pilot studies concluded that inhibiting cortisol production in the brain with carbenoxolone improves For personal use only cognitive function in healthy elderly men & type 2 diabetics – this established Edinburgh Uni hy
Slide 7: Robust Animal Data with new candidate - Key Factor in 2014 Acquisition
Robust Animal Data with new candidate - Key Factor in 2014 Acquisition Symptomatic and disease modifying effects in mouse models – AUD $25 million invested pre acquisition For personal use only Cognition: treatment 28 days Amyloid Clearance: treatment 28 days P=0.004 P=0.01 Control 43 ± 21 Control 3
Slide 8: Xanamem
For personal use only Xanamem 6 Xanamem™ - novel approach to Alzheimer Dementia
Slide 9: Xanamem
Xanamem For personal use only • A novel, first in class, potent, orally bioavailable, brain-penetrant, 11βHSD1 inhibitor • Differentiated mechanism of action: blocking cortisol production in the brain • Symptomatic and disease modifying effects in vivo • Well-tolerated – dosed >100 patients/subjects
Slide 10: Cortisol: a validated biomarker and target for AD
Cortisol: a validated biomarker and target for AD For personal use only Cortisol and Alzheimer’s • Recent independent studies support the association between cortisol and AD development and progression1-5 • Cognitive impairment in patients with neuroendocrine dysfunction6-9 • Compelling evidence pro
Slide 11: Cortisol, cognitive decline and AD: a growing body of literature
Cortisol, cognitive decline and AD: a growing body of literature For personal use only Recent relevant reviews: PUBMED:"CORTISOL AND COGNITION" 140 • Cortisol: Mediator of association between Alzheimer's disease and diabetes mellitus? Number of publications 120 (Notarianni, 2017, Psychoneuroendocrin
Slide 12: XanADu – Phase II Trial
For personal use only XanADu – Phase II Trial 10 Xanamem™ - novel approach to Alzheimer Dementia
Slide 13: XanADu – Xanamem in Alzheimer's disease
XanADu – Xanamem in Alzheimer's disease Phase II double blind, randomised, placebo-controlled study to assess the efficacy and safety of Xanamem in For personal use only participants with mild Alzheimer's disease* • 84 patients enrolled (48% of total study cohort) and more than 35 patients already c
Slide 14: Interim Analysis
Interim Analysis For personal use only XanADu Interim Analysis Data Safety Monitoring Board (DSMB) analysis to be performed on first 50 evaluable patients DSMB opinion available Q2 2018 DSMB analysis may provide early insights into the XanADu study 12 Xanamem™ - novel approach to Alzheimer Dementia
Slide 15: Investment potential
For personal use only Investment potential 13 Xanamem™ - novel approach to Alzheimer Dementia
Slide 16: Commercially experienced, globally recognised
Commercially experienced, globally recognised For personal use only Board of Directors Xanamem Clinical Advisory Board Dr. Geoff Brooke Dr. Bill Ketelbey Dr. Jason Loveridge Dr. George Morstyn Prof. Craig Ritchie Prof. Colin Masters Prof. Jeffrey Cummings Chairman CEO & MD Non-Executive Director Non
Slide 17: Dr Geoff Brooke
Dr Geoff Brooke For personal use only Dr Geoff Brooke is the Chairman of Actinogen. He graduated in Medicine and Surgery from the University of Melbourne and worked at St Vincent’s Hospital in Melbourne before completing an MBA at IMD in Lausanne in Switzerland. He has spent 30 years in the medical
Slide 18: Peer comparison
Peer comparison For personal use only 2000 What big pharma companies are paying 1800 for acquisition of drug 1600 developers in the VALUE US$ MILLIONS 1400 X Alzheimer’s space 1200 1000 800 X 600 X 400 200 0 PH I PH II PH III 16 Xanamem™ - novel approach to Alzheimer Dementia
Slide 19: Recent comparable deals
Recent comparable deals Assets with Alzheimer’s disease as the lead indication or key indication For personal use only Deal Value Upfront Licensee/acquirer Licensor/acquired Year Candidate(s) Phase (US$M) (US$M) Takeda Denali 2018 ATV platform, three programs Pre-clinical ~$1,000 $150 Biogen BMS 201
Slide 20: Xanamem in closing
For personal use only Xanamem™ in closing …………. 18 Xanamem™ - novel approach to Alzheimer Dementia
Slide 21: Summary
Summary For personal use only A huge market with a significant unmet medical need Xanamem XanADu • Differentiated, with a novel mechanism of action • Fully funded to completion • Small molecule - oral • DSMB interim analysis Q2 2018 • High quality development plan and regulatory review • On track fo
Slide 22: Dr. Bill Ketelbey, CEO & Managing Director
For personal use only Dr. Bill Ketelbey CEO & Managing Director ☏ Main: +61 2 8964 7401 ✉Email: bill.ketelbey@actinogen.com.au www.actinogen.com.au
Slide 23: Appendix
For personal use only Appendix
Slide 24: Xanamem journey of discovery
Xanamem journey of discovery For personal use only 11β-HSD1 is highly expressed in XanADu First Subject In regions important Carbenoxolone is Xanamem data for cognition shown to enhance published cognitive function Webster et al., Diabetes Cognition Phase II in elderly men and 2017 type II diabetics
Slide 25: Xanamem pipeline of indications, back-up compounds
Xanamem pipeline of indications, back-up compounds* For personal use only PRE-CLINICAL PHASE I PHASE II Alzheimer’s disease Diabetes Cognitive Impairment & other diseases with possible cortisol induced Cognitive Impairment Post Traumatic Stress Disorder Post Myocardial Infarction * Back-up compounds
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