Anatara Lifesciences Ltd · ASX:ANR
Anatara Lifesciences — Investor Presentation (May 2018)
22 slides from Anatara Lifesciences's investor presentation, May 16, 2018
Slide 1: ASX Release: Investor presentation on Zoetis global license agreement
ASX Release Investor presentation on exclusive For personal use only global license agreement with Zoetis Key points: • Anatara releases investor presentation containing structure and terms of its recently announced exclusive global license agreement for lead product, Detach® with Zoetis Inc., the l
Slide 2: About Zoetis
About Zoetis Zoetis is the leading animal health company, dedicated to supporting its customers and their businesses. Building on more than 60 years of experience in animal health, Zoetis discovers, develops, manufactures and markets veterinary vaccines and medicines, complemented by For personal us
Slide 3: Investor update – major milestone achieved
Investor update – major milestone For personal use only achieved May 2018
Slide 4: Disclaimer
Disclaimer For personal use only The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Anatara Lifesciences Ltd, ACN
Slide 5: About Anatara Lifesciences
About Anatara Lifesciences For personal use only Anatara is commercialising non-antibiotic, oral products for gastrointestinal disease in animals and humans where there is a significant unmet need 3
Slide 6: Investment Highlights
Investment Highlights For personal use only Major IPO prospectus and corporate milestone recently met: • Exclusive global agreement announced with Zoetis on 15 May 2018 for the worldwide development, distribution and marketing of Anatara's lead product, Detach® in livestock and horses • Agreement st
Slide 7: Key Financial Details
Key Financial Details For personal use only ASX Code Market Share Price1 Capitalisation1 ANR $80.05 $1.62 million Current Cash2 Ordinary Shares Share Price $8.76 million 49,413,236 up 324% since IPO 1. As at 16 May 2018 2. Appendix 4C - 31 Mar 2018 5
Slide 8: ANR share price chart
ANR share price chart For personal use only Share price from IPO to 4 April 2018 6
Slide 9: Positioned within two global investment themes
Positioned within two global investment themes For personal use only As the issue of antimicrobial resistance gains international momentum and interest in gut health continues to grow at a rapid pace, Anatara’s business focus means we are perfectly positioned to impact both of these global issues: 1
Slide 10: Antimicrobial resistance in mins
Antimicrobial resistance in 2 mins For personal use only What is antimicrobial resistance (AMR or drug resistance)? • AMR happens when microorganisms (such as bacteria, fungi, viruses, and parasites) change when they are exposed to antimicrobial drugs (such as antibiotics, antifungals, antivirals, e
Slide 11: A truly global issue
A truly global issue For personal use only “If we fail to act, we are looking at an almost unthinkable scenario where antibiotics no longer work and we are cast back into the dark ages of medicine” David Cameron, former UK PM 9
Slide 12: AMR by the numbers
AMR by the numbers For personal use only 70% 700,000 75% of bacteria globally has developed some level of deaths How much agriculture accounts for of annual resistance to antibiotics 1 the number of people dying now antimicrobial consumption in per year from AMR2 the US & EU2 80% 10 million $100 tri
Slide 13: Lead Product - Detach
Lead Product - Detach® For personal use only • Natural, safe, non-antibiotic product that aids in the control of diarrhoea (known as scour in livestock) • Meets the need to reduce the use of antibiotics and zinc oxide in animal production • Unlike antibiotics and zinc oxide, Detach® is unlikely to c
Slide 14: Market opportunity is clear
Market opportunity is clear For personal use only • Detach® addresses a major need – effective non-antibiotics to control diarrhoea • Governments are increasingly banning antibiotics for growth promotion and restricting prophylactic use in animal production • Global animal antibiotic and antimicrobi
Slide 15: Detach Triple Mode of Action
Detach® Triple Mode of Action For personal use only Detach® does not target the pathogen Detach ® acts on the underlying cause of diarrhoea 1. Chandler and Mynott. 1998. Gut 43:196-202 2. Mynott, et al., 1996. Gut 38:28-32 3. Mynott, et al. 1997. Gastroenterol. 113:175-184 4. Mynott et al. 1999. J.
Slide 16: Becoming part of the solution
Becoming part of the solution For personal use only Anatara and Zoetis announce exclusive global agreement for the development, distribution and marketing of Detach™ (Pictured, Anatara’s Dr Tracey Mynott, scientific founder of Detach®) 14
Slide 17: #1 major commercial milestone met
#1 major commercial milestone met For personal use only • Leading global animal health company, Zoetis Inc licensed Detach® to aid in the control of diarrhoeal disease in livestock and horses • Zoetis to manage worldwide development, manufacturing, distribution, and marketing of Detach® for livestoc
Slide 18: Licensing agreement – deal terms
Licensing agreement – deal terms For personal use only 1. Terms of the agreement include an upfront payment of US$2.5m on execution, $2m of which shall be credited against previously paid option fees1 2. Milestone payments of up to US$6.3m subject to first commercial sales and aggregate annual sales
Slide 19: What does it mean to partner?
What does it mean to partner? For personal use only Development Manufacturing Zoetis will work to develop Detach® for use in Backed by its global network and position as a range of livestock species and horses. This is world’s leading animal health company, a significant development effort which wou
Slide 20: Zoetis at a glance
For personal use only • Zoetis (zō-EH-tis) are the #1 global animal health company • 60+ years of experience in Zoetis at a • animal health 120+ countries in which Zoetis products are sold glance • ~$5 billion annual revenue – 65% revenue from farm animal products – 34% revenue from companion animal
Slide 21: What's next?
What’s next? For personal use only • Anatara team to now focus on development of human pipeline • Focus is on human gastrointestinal health applications • Comprehensive strategy under development 19
Slide 22: Thank you
Thank you For personal use only Anatara’s naturally derived products will offer a safe and effective non antibiotic solutions for gastrointestinal diseases. The Company is uniquely positioned to fulfil a currently unmet need in the global health market. Dr Mel Bridges, CEO & Chairman, Anatara Lifesc
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