Sun Pharma Advanced Research Co. Ltd. · NSE:SPARC
Sun Pharma Advanced Research — Investor Presentation (January 2021)
44 slides from Sun Pharma Advanced Research's investor presentation, January 2021
Slide 1: Corporate Presentation
Corporate Presentation January 2021
Slide 2: Disclaimer
Disclaimer This presentation and its contents are confidential and should not be distributed, published or reproduced, in whole or part, or disclosed by recipients directly or indirectly to any other person. Any failure to comply with these restrictions may constitute a violation of applicable laws.
Slide 3: Company Overview
fe sparc Company Overview
Slide 4: Innovative Biopharmaceutical Company
Innovative Biopharmaceutical Company Targeting Large Opportunities at High Capital Efficiency Successful Track Record of Targeting High Value Through a Platform Development and Opportunities with Competitive Cost Commercialization along Structure and Ecosystem with a Robust Pipeline of Innovation 2
Slide 5: Built a Robust Platform in a Span of Years
Built a Robust Platform in a Span of 15 Years SPARC Innovative USFDA approved USFDA approved XelprosTM for USFDA accepted founded Products Lipodox – a open-angle glaucoma or ocular TaclantisTM NDA for Group product hypertension and Elepsia™ XR review2 demerged developed using for partial onset seizu
Slide 6: Ongoing Evolution
Ongoing Evolution Focus on Higher Value NCEs and NBEs NDDS Best-in-Class NCEs for New Targets Validated Targets Commercializing Partnering & Investing Investing Leveraging formulation Building on chemistry Focused on new targets US$20mn+ capabilities, NDDS products expertise, focus on optimizing and
Slide 7: Narrowed Focus on Innovation into Three TAs Ripe for Disruption
Narrowed Focus on Innovation into Three TAs Ripe for Disruption Neurology Oncology Immunology Targeted therapies or Targeted therapies or Focus Area Neurodegenerative diseases molecular medicine molecular medicine No major developments in Evolving disease landscape Limited oral options Rationale pas
Slide 8: Investment Highlights
fe sparc Investment Highlights
Slide 9: Key Investment Highlights
Key Investment Highlights 01 02 Balanced risk profile Promising projects in clinical broad product portfolio development targeting high-value unmet needs in led by Vodobatinib – offering potential neurology, oncology and immunology breakthrough therapy in PD as well as improved benefit and risk prof
Slide 10: Broad Product Portfolio with a Balanced Risk Profile
Broad Product Portfolio with a Balanced Risk Profile
Slide 11: Broad Product Portfolio
Broad Product Portfolio Phase 3 NCE/ Registration Registration Marketed/ TA Asset Indication MoA Discovery Preclinical Phase 1 Phase 2 Partner NDDS Study Partnered Parkinson’s c-ABL Inhibitor NCE Disease Vodobatinib Lewy Body c-ABL Inhibitor NCE (SCC-138) Dementia Alzheimer’s Disease c-ABL Inhibitor
Slide 12: Promising Projects in Clinical Development
Promising Projects in Clinical Development Vodobatinib for Parkinson’s Disease (SCC-138)
Slide 13: Vodobatinib for Parkinson's Disease (SCC-138)
Vodobatinib for Parkinson’s Disease (SCC-138) Breakthrough Disease Modifying Drug with US$10bn Peak Sales Potential Parkinson’s Market Product Clinical Disease Opportunity Overview Summary Overview PD is caused by a No breakthrough in the c-Abl has a pivotal role in promoting Phase 1 loss of dopamin
Slide 14: Vodobatinib for Parkinson's Disease: Market Opportunity
Vodobatinib for Parkinson’s Disease (SCC-138) Market Opportunity Chronic and progressive nature of disease is a primary factor that is continuously adding to the current number of PD patients Market Size1 Key Highlights1 Commercial Potential Chronic therapy with a large United States patient populat
Slide 15: Vodobatinib for Parkinson's Disease: Product Overview
Vodobatinib for Parkinson’s Disease (SCC-138) Product Overview Vodobatinib is a highly selective and potent c-Abl inhibitor with a superior safety profile c-Abl – Critical component of neurodegeneration Vodobatinib is a highly selective and potent c- Expression ubiquitous in Pivotal role in promotin
Slide 16: Summary of Pre-clinical and Clinical Results
Vodobatinib for Parkinson’s Disease (SCC-138) Summary of Pre-clinical and Clinical results Preclinical Safety Clinical Phase 2 Study Pre-clinical Results Profile Results (“PROSEEK”) results are highly encouraging, both from the In the MPTP1 mouse model, No CV toxicity Phase 1 completed PROSEEK is th
Slide 17: Vodobatinib for Parkinson's Disease: Development Plan
Vodobatinib for Parkinson’s Disease (SCC-138) Development Plan PROSEEK may offer the first definitive proof of concept for the c-Abl hypothesis in neurodegenerative diseases, potentially creating a new class of treatment in CNS Phase 2 Study (“PROSEEK”) Overview PROSEEK: Placebo Phase 2 study in (N=
Slide 18: Vodobatinib for Parkinson's Disease: Competitive Landscape
Vodobatinib for Parkinson’s Disease (SCC-138) Competitive Landscape Vodobatinib is the most advanced c-ABL inhibitor in clinical development Drug Class MoA # of agents Competitive Positioning in clinical development Phase III c-Abl kinase Significantly lower brain concentrations achieved. c-Abl kina
Slide 19: Vodobatinib for Chronic Myelogenous Leukemia (CML) (SCO-088)
Promising Projects in Clinical Development Vodobatinib for Chronic Myelogenous Leukemia (CML) (SCO-088)
Slide 20: Vodobatinib for CML: Promising Last Line Therapy
Vodobatinib for CML (SCO-088) Promising Last Line Therapy CML Market Product Clinical Overview Opportunity Overview Summary CML is caused by a Branded 2nd and 3rd generation TKIs Targeting patients Phase 1 translocation of the abl gene retain high commercial value due who are refractory completed in
Slide 21: Vodobatinib for CML: Market Opportunity
Vodobatinib for CML (SCO-088) Market Opportunity Large patient population – steadily increasing incidence combined with a stable mortality rate Increasing Prevalence of CML1 New Cases And Deaths Per 100,000 Market Size Annual incidence of CML has increased at a (USA)2 Estimated Global growth of prev
Slide 22: Vodobatinib for CML: Unmet Need to be Addressed
Vodobatinib for CML (SCO-088) Unmet Need to be Addressed Limited treatments available for patients failing ≥ 3 lines of treatment. SCO-088 has shown promising activity in clinical trials for patients failing with ≥ 3 lines of therapy Targeting subjects failing or intolerant to ≥ 3 TKIs (including Po
Slide 23: Vodobatinib for CML: Clinical Summary
Vodobatinib for CML (SCO-088) Clinical Summary Pivotal (Part C) study ongoing and trial in the first line setting under discussion with USFDA. Clinical Pharmacology studies are ongoing in parallel with pivotal clinical study Clinical Development Plan Orphan Drug Designation approved Part A Single As
Slide 24: Oral SERD for Breast Cancer (SCO-120)
Promising Projects in Clinical Development Oral SERD for Breast Cancer (SCO-120)
Slide 25: Oral SERD for Breast Cancer (SCO-120)
Oral SERD for Breast Cancer (SCO-120) Breast Cancer Market Product Clinical Overview Opportunity Overview Summary Breast cancer is the Hormonal therapy is SoC for ~70% SCO-120 is a novel orally- active US IND filed second most common of HR+/HER2- metastatic breast SERD for the treatment of in Jan 20
Slide 26: SCO-120 Development Overview & Timeline
Oral SERD for Breast Cancer (SCO-120) Development Overview & Timeline Promising indication of efficacy – targeting human proof of concept data in next 2–3 years Pre-Clinical Summary Clinical Summary In-Vitro Proof of Concept US IND filed January, 2020 Shows robust Tumor Xenografts Expressing ERa gro
Slide 27: Selective S1PR1 Modulator for Autoimmune Diseases (SCD-044)
Promising Projects in Clinical Development Selective S1PR1 Modulator for Autoimmune Diseases (SCD-044)
Slide 28: Selective S1PR1 Modulator for Autoimmune Diseases (SCD-044)
Selective S1PR1 Modulator for Autoimmune Diseases (SCD-044) Licensed to Sun Pharma Target Market Product Clinical Indications Opportunity Overview Summary Multiple indications across Fingolimod (first-in-class S1P Developed in collaboration Multi-part Phase 1 study many therapy areas receptor agonis
Slide 29: SCD-044 Mechanism of Action
Selective S1PR1 Modulator (SCD-044) Mechanism of Action SCD-044 is a highly selective S1PR1 modulator with better cardiac safety profile than Fingolimod Mechanism of Action Fingolimod is the 1st in class S1P receptor agonist approved Being non-selective modulator, Fingolimod is associated with serio
Slide 30: Efficacy and Safety Established in Phase 1 Study
Selective S1PR1 Modulator (SCD-044) Efficacy and Safety Established in Phase 1 Study Safety profile established in Phase 1 Study Phase 1 Clinical Summary Phase 1 Clinical Data Multi-part Phase 1 study completed in Lymphocyte count reduction1 healthy volunteers D1, 2h D1, 4h D1, 8h D1, 12h D2, 24h D3
Slide 31: High Quality R&D at Low Cost
fe sparc High Quality R&D at Low Cost
Slide 32: Pre-Clinical Strategy and Focus Areas
Pre-Clinical Strategy and Focus Areas Focused on high value targets that allow SPARC to extend its scientific capabilities across TAs Focused Strategy Focus Areas for SPARC 1 Neurology Oncology Immunology Commonality in science amongst the TAs Nanotechnology Parkinson’s Disease Cancer metabolism app
Slide 33: Overview of Key Pre-clinical Programs
Overview of Key Pre-clinical Programs 10+ pre-clinical programs under development Program Summary Targets both wild type and mutant forms of the target SCO-134 Cancer resistance enzyme. First-in-class mAb Cancer resistance Opportunity in multiple tumour types. Cancer resistance Bi-specific antibody
Slide 34: Strong Captive Capabilities across R&D Process Chain
Strong Captive Capabilities across R&D Process Chain From bench to bedside Academic Collaborations with global leading academic institutions, UCSF and UMich Discovery Research Development Ideation Formulation Clinical study design Target selection development Reg. Science and execution Medicinal che
Slide 35: Marquee Promoter Supported by Experienced Management Team
Marquee Promoter Supported by Experienced Management Team
Slide 36: Established and Supported by Marquee Promoter
Established and Supported by Marquee Promoter Marquee Promoter Shareholding Public 31.54% Promoter group entities 57.74% Dilip Shanghvi 10.72% Dilip Shanghvi Providing Continuous Support and Investments Chairman and Managing Director Rights issue 2 INR250cr/US$38.2mn Founded Sun Pharmaceutical Indus
Slide 37: Highly Experienced Management with Global Experience
Highly Experienced Management with Global Experience 25 26 24 6 13 6 Anil Raghavan Nitin Dharmadhikari Siu-Long Yao CEO Executive VP of Delivery Sr. VP Clinical Development & Systems & Manufacturing Operations Responsible for strategic prioritization and portfolio Responsible for Formulations, Overs
Slide 38: Highly Experienced Management with Global Experience
Highly Experienced Management Supported with Globalby Experience Marquee Promoter 30 21 22 3 1 13 Chetan Rajpara Michael Choi Shravanti Bhowmik Chief Financial Officer VP Business Development VP of Program Management Responsible for finance, Responsible for global business Oversees all aspects of th
Slide 39: Scientific Advisory Board Consisting of Highly Recognized Experts
Scientific Advisory Board Consisting of Highly Recognized Experts Phil Needleman, PhD Rakesh Jain, PhD Robert Speigel PhD1 Mark Simon, MBA2 Prof. Emeritus Massachusetts Weill Cornell Medical College Torreya Partners, Citigroup, General Hospital PTC Therapeutics Robertson Stephens, Kidder Peabody Ala
Slide 40: Financial Overview
fe sparc Financial Overview
Slide 41: Summary Financials
Summary Financials Income Expenditure US$mn US$mn 56.3 29.0 51.1 48.9 28.1 27.5 46.8 25.1 35.8 31.1 12.9 12.2 FY16 FY17 FY18 FY19 FY20 H1 FY21 FY16 FY17 FY18 FY19 FY20 H1 FY21 Total Assets Cash Balance US$mn US$mn 30.4 57.3 47.5 41.4 36.6 34.0 16.7 24.0 12.1 1.9 1.2 3.5 FY16 FY17 FY18 FY19 FY20 H1 F
Slide 42: Key Takeaways
3 sparc Key Takeaways
Slide 43: Key Takeaways
Key Takeaways SPARC has multiple levers in place to create significant value for shareholders 1 Broad and diverse pipeline 1 across multiple modalities and Novel drug delivery, optimized MoAs and NCEs & NBEs targeting novel biologies therapeutic areas 22 Multiple upcoming key catalysts Pivotal study
Slide 44: Thank You
Thank You The SPARC Logo is a trademark of Sun Pharma Advanced Research Company Ltd . In addition to Company data, data from market research agencies, Stock Exchanges and industry publications has been used for this presentation. This material is for use during an oral presentation; it is not a comp
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