Slide 1: ASX cover letter: CEO presentation at Biotech Showcase San Francisco
Level 2, 66 Hunter Street Sydney NSW 2000 Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: pnightingale@biotron.com.au For personal use only Website: www.biotron.com.au 12 January 2012 The Manager Companies ASX Limited 20 Bridge Street Sydney NSW 2000 (17 pages by email) Dear Madam CEO PRESENTATI
Slide 2: Biotron Limited
BIOTRON LIMITED For personal use only ASX:BIT January 2012 Michelle Miller CEO & Managing Director
Slide 3: Forward Looking Statements
Forward Looking Statements For personal use only This presentation may contain forward‐looking statements with respect to the financial condition, results and business achievements/performance of Biotron Limited and certain of the plans and objectives of its management. These statements are statemen
Slide 4: Biotron Limited Overview
Biotron Limited Overview • Clinical stage drug development company For personal use only • Focus on developing novel small molecule antiviral drugs • Hepatitis C virus (HCV), HIV, Dengue and others • Established in 1999 • Spun out from the Australian National University, Canberra, Australia; • Headq
Slide 5: Key Financials and Facts
Key Financials and Facts For personal use only KEY FINANCIALS BOARD AND MANAGEMENT ASX Code BIT Mr Michael Hoy Chairman Current Share Price (11 Jan ‘12) A$0.15 Dr Michelle Miller CEO & Managing 52 Week High A$0.165 Director 52 Week Low A$0.086 Dr Denis Wade Non-Executive Director Shares on Issue 228
Slide 6: Core Technology
Core Technology • Anti-viral drug market is very attractive For personal use only – Ongoing need for new drugs to overcome viral resistance; – Patients are treated with cocktails i.e. combinations of different anti-viral drugs • Not developing “me too” drugs – Identified of new class of viral protei
Slide 7: Pipeline
Pipeline For personal use only VIRAL PRE- INDICATION DISCOVERY PHASE 1a PHASE 1b PHASE 2a PHASE 2b STATUS TARGET CLINICAL Ph 2a HEP C p7 complete Ph 1b HIV Vpu Recruiting Dengue M Influenza M2 Others various
Slide 8: Hepatitis C Virus – The Silent Killer
Hepatitis C Virus – The Silent Killer For personal use only • Leading cause of chronic liver disease and transplants • 180 m people infected worldwide (3% world population); 130 m are chronically infected • 4 m patients in US (2.7 m chronically infected) • 70% will develop liver diseases including c
Slide 9: Hep C – An Expanding Market
Hep C – An Expanding Market For personal use only Worldwide market ~US$2 billion; predicted to expand to >US$10 - 20 billion as new, safer drugs enter the market. Only small percentage currently receive treatment. USA and Europe represent major markets but other, larger markets are emerging. Smith N
Slide 10: Hep C – Scene of Billion Dollar Deals
Hep C – Scene of Billion Dollar Deals For personal use only Nov 2011 – Gilead (GILD) acquires Pharmasset (VRUS) for US$11 billion - PSI-7977 recently advanced into Phase 3 Jan 2012 – BMS acquires Inhibitex (INHX) for US$2.5 billion - INX-189 currently in Phase 2
Slide 11: p7 – a New Target for HCV Drugs
p7 – a New Target for HCV Drugs For personal use only p7 plays a critical role in production of infectious HCV in infected cells BIT225 acts as a viral assembly inhibitor PSI-7977, INX-189
Slide 12: BIT225 Clinical Information
BIT225 Clinical Information Phase Ia – 48 patient, single dose safety study in healthy volunteers For personal use only Phase Ib - 18 patient, 7-day multiple dose study in patients with HCV Phase 2a – 24 patient, 28-day multiple dose study in patients with HCV (genotype 1) Combination trial
Slide 13: BIT225 + SOC Leads to 90% EVR at Months
BIT225 + SOC Leads to 90% EVR at 3 Months HCV RNA Change from Baseline (Log10) For personal use only - Non-Compliers Removed - Median at timepoint - 0.000 -1.000 Log10 Change from -2.000 Baseline 400 mg 200 mg -3.000 Placebo -4.000 -5.000 DOSING PERIOD -6.000 0 7 14 21 28 35 42 49 56 63 70 77 84 91
Slide 14: BIT225 – Missing Link in HCV Treatment?
BIT225 – Missing Link in HCV Treatment? • Industry moving to all oral DAA (direct acting antiviral) combinations For personal use only • Current focus on NS5B+NS3/4 (+ribavirin) • Expect first combo approvals 2014/15 (if no hiccoughs) • BUT viral resistance is a potential issue for these new fast-ac
Slide 15: BIT225 - HIV / HCV Co-Infected Population
BIT225 - HIV / HCV Co-Infected Population For personal use only • BIT225 has potent anti-HIV activity – Unique mode of action targets HIV “hiding” in long-lived reservoir cells • Reservoirs are last of the holy grail in HIV; No existing drugs target this source of HIV in the body – Phase 1b/2a trial
Slide 16: Investment Summary
Investment Summary For personal use only • World-class portfolio of anti-viral, first-in-class drugs • BIT225 has demonstrated potent anti-HCV activity • Market opportunity with new and existing classes of HCV drugs • Phase 1b/2a trial of novel approach to eliminating HIV underway • Anticipated to c
Slide 17: Michelle Miller, Managing Director
For personal use only Michelle Miller Managing Director +61 2 9805 0488 +61 412 313329 mmiller@biotron.com.au www.biotron.com.au