Rafael Holdings, Inc. · NYSE:RFL
Rafael — Sidoti and Company Fall 2018 Conference
24 slides from Rafael's conference presentation, Sep 27, 2018
Slide 1: Rafael Holdings, Inc. Sidoti Fall 2018 Conference
RAFA=L Holdings, Inc. Sidoti and Company, LLC Fall 2018 Conference September 27,2018
Slide 2: Forward Looking Statements
» Forward Looking Statements ‘This preseatationcontinsfonvart-ooking statements. Statements thet are nat historia facto ae forviad- ooking statements and such fowar-eckng statement restatement ‘made pursuit othe Safe Hardor Provisions af he Private Secuities Ligation Reform ‘ct of 1905, Brarnpe of f
Slide 3: Rafael Holdings | Overview
Rafael Holdings | Overview Rafae!’s real estate holdings, featuring @ Rafael Holdings’ strong, liquid balance 20-story commercial office building and sheet provides strategic flexibility for adjacent garage - on a developable site, QP 2dvitionai value accretive investments are unencumbered by debt a
Slide 4: Market Snapshot
» Market Snapshot Rafael Holdings, Inc. Industries Real Estate; Pharmaceuticals Ticker NYSE American: REL Headquarters Newark, NI Stock Price * saat ‘Shares Outstanding ? 125 MM Market Cap + si12MM. Cash, cash equivalents, and marketable secures > 42MM Property Plant and Equipment? 51MM Debt? $0 Wor
Slide 5: Corporate History
» Corporate History 2013. 2015 2016 2017. +2018 © e © dl © i ‘ ‘ ‘ ‘ Howard lonas joins IDT makes intial IDT enters into an IDT purchases Refael Holdings the Board of Directors agreement giving it controling stake in listed on the NYSE of Rateel the right to acquire LipoMedix American following Phar
Slide 6: Rafael Holdings | Board of Directors
» Rafael Holdings | Board of Directors Howard Jonas CHAIRMAN Stephen Greenberg Boris C. Pasche MD, Ph.D. ‘Michael J. Weiss MD, PhD. Founder of several public companies including Rafael Holdings, IDT Corporation - a communications and payments company, and, Genie Energy ~a leading independent energy
Slide 7: Rafael Holdings | Management
- Rafael Holdings | Management Howard Jonas CHAIRMAN and CEO Menachem Ash PRESIDENT AND GENERAL COUNSEL David Polinsky ‘CHIEF FINANCIAL OFFICER Eric Sichel, mp, Ba MEDICAL AND SCIENTIFIC LIAISON Founder of several public companies including Rafael Holdings, IDT Corporation - a communications and pay
Slide 8: Real Estate
. Real Estate Rafael Holdings seeks to realize value from its commercial real estate portfolio through a combination of monetization and development of its assets RAFAEL
Slide 9: Real Estate | Key Financial Facts
: Real Estate | Key Financial Facts Rafael’s P&E of $50.6 milion* No debt: Rafael Holdings is debt predominantly reflects buildings, ® free and the real estate is improvements and land -~ less j unencumbered with mortgages accumulated depreciation and amortization. Annual revenue generated by Upside
Slide 10: Strategic Value
. Strategic Value Rafael Holdings provides financial and corporate services, permitting pharmaceuticals management teams to focus on scientific and clinical development RAFAEL
Slide 11: Investments in Pharmaceuticals
» Investments in Pharmaceuticals RAFAEL “To Save a Life ls To Save A Universe” Lip@Medix Rafeel Pharmaceuticals is a clinical-stage oncology therapeutics company developing Altered Metabolism Directed (AMD) drugs to treat cancers, Its lead molecule CPI-613, isin multiple clinical tials for different
Slide 12: Rafael Pharmaceuticals
» Rafael Pharmaceuticals RAFAEL Pharmaceuticals, Ine “To Save a Life Is To Save A Universe”
Slide 13: Experienced Leadership Team Oncology Development & Commercialization
= Experienced Leadership Team Oncology Development & Commercialization “Sanjeev Luther President & CEO i Bisel SquidU woman “aOR * 25; years experience In healthcare cluding spee pharma, bi pharma ete nsvategy, BO, a rategy, RED, eical development and business prt optimization © Under his leadership
Slide 14: CPI-613 | Key Differentiators
» CPI-613 | Key Differentiators CPI-613 Highly Selective: Attacks Broad Spectrum ‘Targets Metabolic selectively targets altered Multiple Targets anes ‘Pathway ‘metabolism in cancer cells (PDH, KGDH) altered metabolism observed in an ¥ of drug resistance Potential to treat different cancers Unique ta
Slide 15: Sustainable Horizons for Growth
» Sustainable Horizons for Growth a ‘Other ‘Acute Myeloid Leukemia Myelodysplastic me a Initiation of Phase Ill registrational trials Estimated 0 -’.. 33,000 Pationtelyear ‘Burkitt / High-Grade B-cell Estimated Lymphoma / 53,670, eee 1- Call Lymphoma Pationtsivear® (Accelerated Path to Approval) eu
Slide 16: CPI-613: Ongoing / Upcoming Clinical Trials
» CPI- 613: Ongoing / Upcoming Clinical Trials 6 Ongoing and 4 Upcoming Trials (begin enrollment September - October 2018) in Solid Tumors & in Hematological Malignancies, — a Lhe tole First Line Locally Advanced Pancreatic Cancer >; LSE, pnd x ey Aces tne Camara Ain See ae aay are Ses ay aS eee Sar
Slide 17: Rafael Pharma - Key Takeaways
- Rafael Pharma - Key Takeaways Key Takeaway: Rafael is a Lucrative De-risked Investment Opportunity * | it | @ mover angeste | Mitte, | os amount o penersenet tS targeted with safety data on ponerty Gunes high unmet need ‘Ceie13 eotnnin hitiacana Management with FDA approval to ee extensive experie
Slide 18: LipoMedix
» LipoMedix Lip@Medix RAFAEL
Slide 19: LipoMedix
» LipoMedix Lipomedix Pharmaceuticals is a clinical-stage company focused on developing liposome-based drug delivery platform. Lip@Medix RAFAEL
Slide 20: LipoMedix
» LipoMedix Alberto Gabizon, MD, PhD Co-Founder, CEO and Chief Scientist a Qa a a Professor of Oncology (Hebrew University}, scientist and clinician in the field of nanomedicine and cancer therapy Co-inventor and co-developer of Promitil® and Doxil® MD. (University of Granada, Spain) and Ph.D. (Weiz
Slide 21: LipoMedix
» LipoMedix Lip@Medix QA proprietary formulation of a lipid-based pro-drug of Developed a pegylated liposome delivery system MMC (MLP} which enables efficient delivery and platform based on the encapsulation of anew release of active MMC to tumors in vivo chemical entity known as MLP, a proprietary
Slide 22: LipoMedix | Pipeline
» LipoMedix | Pipeline Lipomedix Pip: Lip@Medix Traication Product] Pre-clinicall | “Phase tayphase ib | Promitil single agent Sel Tumours Completed 27 patients Promitil + Capecitabine Colon Cancer LPMX-1. Promitil + Capecitabine + Bevacizumab Promitil + Bevacizumab (3 week schedule) (Ongoing 61/61
Slide 23: Investment Rationale
= Investment Rationale Rafael Holdings (NYSE American: RFL) holds a portfolio of commercial estate properties and interests in two promising pharmaceutical companies ~ all backed by a strong balance sheet providing strategic flexibility. RFL’s pharmaceutical interests include warrants, preferred sto
Slide 24: Thank you
» Thank you RAGA TE Rafael Holdings, Inc. CCONTACTINEO David Polinsky eva david polinsky@rafaelholdings.com
Rafael Holdings — Sidoti and Company Fall 2018 Conference on 6ix