Telix Pharmaceuticals Limited · ASX:TLX
Telix Pharmaceuticals — Investor Presentation (November 2020)
15 slides from Telix Pharmaceuticals's investor presentation, Nov 3, 2020
Slide 1: Investor Briefing: Asia Strategy
For personal use only Telix Pharmaceuticals Limited Investor Briefing: Asia Strategy 3rd November 2020
Slide 2: Disclaimer
Disclaimer For personal use only The information contained in this presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (“Telix”) in any jurisdiction, including the United States. No representation or warra
Slide 3: Executive summary
Executive summary • A key 2021 Telix objective is to build an Asian commercial presence For personal use only • Central to this objective is establishment of a long-term partnership with China Grand Pharma (CGP), granting exclusive rights to Telix’s diagnostic and therapeutic MTR products for Greate
Slide 4: In 2021, Telix will push into Asia, extending global reach
In 2021, Telix will push into Asia, extending global reach 2021 For personal use only CN, HK, MO, TW, KR, SG China partnership 2020 BR, EG, ZA, UAE, IN, RUS, MEX, CH South Korea commercial partner (in progress) 2019 Singapore manufacturing / logistics and HSA engagement for core product portfolio CA
Slide 5: Asia is a growing market for nuclear medicine
Asia is a growing market for nuclear medicine Nuclear medicine has a great deal of potential in For personal use only key Asian markets because cancer is more commonly diagnosed late (metastatic) and is highly cost-effective Challenges • Isotope supply chain is less developed than rest of world • Re
Slide 6: Telix's solutions are particularly cost-effective versus competition
Telix’s solutions are particularly cost-effective versus competition Telix (TLX591) Competitor (PSMA-617) For personal use only • Targets PSMA1 • Targets PSMA • Targeting agent: antibody • Targeting agent: small molecule • Isotope: 177Lu (lutetium) • Isotope: 177Lu (lutetium) • Slow / cumulative irr
Slide 7: Telix's product portfolio is aligned with Asian market needs
Telix’s product portfolio is aligned with Asian market needs No patient left behind… For personal use only TLX591-CDx (68Ga-PSMA) TLX599-CDx (99Tc-PSMA) • Imaging of prostate cancer with • Imaging of prostate cancer with Positron Emission Tomography Single Photon Emission (PET) Computed Tomography (
Slide 8: Telix's partner China Grand Pharma and Healthcare Holdings (CGP)
Telix’s partner China Grand Pharma and Healthcare Holdings (CGP) • Rapidly growing HKSE-listed (512.HK) diversified pharmaceutical company For personal use only with market cap of ~HK$23B (~A$4.2B) and revenues of ~HK$6.5B (~A$1.2B)1 • Business activity: R&D, manufacturing, sales of pharmaceutical p
Slide 9: The Telix – China Grand Pharma transaction comprises three parts
The Telix – China Grand Pharma transaction comprises three parts For personal use only ✓ TLX250-CDx (renal cancer) 1. Diagnostic products ✓ TLX591-CDx (prostate cancer PET) commercial agreement ✓ TLX599-CDx (prostate cancer SPECT) 2. Therapeutic products ✓ TLX101 (glioblastoma) co-development and ✓
Slide 10: Transaction part 1: Diagnostic products
Transaction part 1: Diagnostic products • Territory: Mainland China, Hong Kong SAR, Macau SAR, Taiwan For personal use only ✓ TLX250-CDx (renal cancer imaging) ✓ TLX591-CDx (prostate cancer PET imaging) ✓ TLX599-CDx (prostate cancer SPECT imaging) • CGP is exclusive sales, marketing and distribution
Slide 11: Transaction part 2: Therapeutic products
Transaction part 2: Therapeutic products • Territory: Mainland China, Hong Kong SAR, Macau SAR, Taiwan For personal use only ✓ TLX101 (glioblastoma therapy) ✓ TLX250 (renal cancer therapy) ✓ TLX591 (prostate cancer therapy) • CGP is exclusive sales, marketing and distribution partner in the Territor
Slide 12: Transaction part 3: Strategic equity investment
Transaction part 3: Strategic equity investment • CGP will make a simultaneous one-time strategic equity investment of US$25M For personal use only (~AU$35M) in Telix • 20,947,181 fully paid ordinary Telix shares representing a post-issue holding by CGP of 7.62% • Shares issued at a price of A$1.69,
Slide 13: Operational impact on Telix
Operational impact on Telix • Significant execution obligations under the Telix – CGP agreements for For personal use only both parties • Mutual goal of alignment of Telix’s global trials (e.g. ProstACT) with CGP- led clinical trial activity in China • Will require investment in additional Telix peo
Slide 14: Summary
Summary • Asia is an important regional focus for Telix in 2021 For personal use only • The Telix – CGP transaction represents a significant partnership that will deliver Telix’s diagnostic and therapeutic products to Chinese patients • CGP is an excellent China partner for Telix, with a clear commi
Slide 15: telixpharma.com
For personal use only telixpharma.com 15
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