Zelira Therapeutics Ltd. · ASX:ZLD
Zelira Therapeutics — Zelda Therapeutics — Investor Presentation (May 2019)
17 slides from Zelira Therapeutics's investor presentation, May 13, 2019
Slide 1: Medicinal Cannabis: A Global Growth Opportunity
For personal use only MEDICINAL CANNABIS: A GLOBAL GROWTH OPPORTUNITY PROACTIVE INVESTORS MAY 2019 ASX: ZLD OTCQB: ZLDAF WWW.ZELDATHERAPEUTICS.COM
Slide 2: Disclaimer & Important Notice
DISCLAIMER & IMPORTANT NOTICE For personal use only Disclaimer This presentation has been prepared by Zelda Therapeutics Ltd ACN 103 782 378 (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Comp
Slide 3: Medicinal Cannabis: What Is It?
MEDICINAL CANNABIS: WHAT IS IT? Cannabis Plant For personal use only Dried Flower Cannabis Oil 3
Slide 4: Some Key Statistics
For personal use only SOME KEY STATISTICS Medicinal Cannabis legal in >34 countries & 35 US states ~1% of population in US/Canada registered to use medicinal cannabis Autism Medicinal cannabis market forecast to grow to $40-55 billion by 2028 (18% CAGR) Opioid ~US$20 billion raised by Medicinal Cann
Slide 5: Why Zelda?
WHY ZELDA? • EXPOSURE TO RAPIDLY EXPANDING GLOBAL INDUSTRY For personal use only • SINGULAR FOCUS ON CLINICAL VALIDATION TO ADDRESS KEY UNMET NEEDS Building a portfolio of clinically-validated assets to treat pain, anxiety, sleep and cancer. • RAPID PATH TO COMMERCIALISATION Multiple revenue opportu
Slide 6: Recent Highlights
RECENT HIGHLIGHTS • LAUNCHED THREE FIRST IN CLASS CLINICAL TRIALS – RESULTS 2H 2019 For personal use only • Insomnia Trial (Sleep Centre, UWA). • Observational Autism Trial (Children’s Hospital of Philadelphia). • Opioid Reduction Trial (St Vincent’s Hospital, Melbourne). • EXPANDED PRECLINICAL PROG
Slide 7: Commercialisation Strategy
For personal use only COMMERCIALISATION STRATEGY 7
Slide 8: Medicinal Cannabis: Accelerated Path to Market
MEDICINAL CANNABIS: ACCELERATED PATH TO MARKET Conventional Drug Development Path For personal use only 10 years to market - $1 Billion Cost, Expensive Drugs Preclinical Clinical (Phase 1, 2 3) Registration Market Emerging Market for Unregistered Cannabis Medicines Prescription-based, legal, safe &
Slide 9: Addressing Unmet Needs Across Entire Value Chain
ADDRESSING UNMET NEEDS ACROSS ENTIRE VALUE CHAIN Needonly CLINICAL MEDICAL DISTRIBUTORS PHARMACIES CLINICS TRIALS use Unmet Market Limited data supporting Clinical validation to For personal therapeutic benefit of Market Penetration Product Differentiation support prescription cannabis Clinical Tria
Slide 10: Focus on Current Patient's Needs = Large Addressable Market
FOCUS ON CURRENT PATIENT’S NEEDS = LARGE ADDRESSABLE MARKET For personal use only Sleep Anxiety Insomnia Pain Autism Opioid Reduction Most common reasons patients use medicinal cannabis1. 1. Lintzeris, N et al., Medical Cannabis in Australia, 2016: the Cannabis as medicine Survey (CAM-16). The Medic
Slide 11: Strategic Focus on Disrupting Large Markets
STRATEGIC FOCUS ON DISRUPTING LARGE MARKETS For personal use only DIABETES ONCOLOGY PAIN ~US$330B TOTAL DRUG SPEND IN USA AUTSIM INSOMNIA Source: https://www.statista.com/statistics/238698/us-health-spending-leading-areas/ https://blog.marketresearch.com/top-6-things-to-know-about-the-28-billion-sle
Slide 12: Evidence Cannabis Is Disrupting Large Markets
EVIDENCE CANNABIS IS DISRUPTING LARGE MARKETS For personal use only Estimated annual cannabis substitution cost = $4.86 billion in 2019 (New Frontier Data1 ) !. https://www.thecannabist.co/2017/05/24/medical-marijuana-pharmaceutical-sales-impact/80045/ 12
Slide 13: Corporate Snapshot
For personal use only CORPORATE SNAPSHOT? 13
Slide 14: Corporate Snapshot
CORPORATE SNAPSHOT FINANCIALS (as at 11 Mar 2019) SHARE PRICE (as at 10 May 2019) For personal use only AUD$ • Share Price $0.044 • 52w Range $0.033 - 0.145 • 4w Av Trading Vol 0.6m • Shares on Issue 755m • Market Capitalisation $33m CAPITAL STRUCTURE • Cash (Mar, 2019) $4.0m Top 20 Shareholders: 45
Slide 15: Zelda's Product Pipeline
ZELDA’S PRODUCT PIPELINE For personal use only Partners Indication Preclinical Phase 1 Phase 2 Phase 3 Insomnia (THC/CBD) Opioid Reduction (THC/CBD) Children’s Hospital Autism of Philadelphia (THC/CBD) Cancer (THC/CBD) 15
Slide 16: Upcoming Activity & Major Milestone Pipeline
UPCOMING ACTIVITY & MAJOR MILESTONE PIPELINE For personal use only MARKET Autism Trial Opioid Reduction Sleep Trial Distribution/Licensing Trial Clinical Trials report in 2H 2019 16
Slide 17: For personal use only
For personal use only ZELDA THERAPEUTICS OFFERS INVESTORS EXPOSURE TO A RAPIDLY EMERGING GLOBAL INDUSTRY AT VERY ATTRACTIVE VALUATIONS AND WITH SIGNIFICANT VALUE DRIVERS OVER THE NEXT 12-18 MONTHS 17
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