Biotron Limited · ASX:BIT
Biotron — Shareholder Meeting (November 2015)
16 slides from Biotron's shareholder meeting presentation, Nov 24, 2015
Slide 1: Presentation to Annual General Meeting
Level 2, 66 Hunter Street Sydney NSW 2000 For personal use only Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: pnightingale@biotron.com.au Website: www.biotron.com.au 24 November 2015 The Manager Companies ASX Limited 20 Bridge Street SYDNEY NSW 2000 (16 pages by email) Dear Madam, PRESENTATION
Slide 2: Chairman's Address to the AGM
Level 2, 66 Hunter Street Sydney NSW 2000 For personal use only Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: info@biotron.com.au Website: www.biotron.com.au 24 November 2015 My Fellow Shareholders CHAIRMAN’S ADDRESS TO THE AGM As you are aware, Biotron’s clinical programs focus on HIV, Hepati
Slide 3: Chairman's Address to the AGM (continued)
The Company’s CEO, Dr Michelle Miller, will deal with technical details but, be assured, detailed analyses to date have indicated no significant safety concern across any of the clinical trials. The crucial benefit, widely overlooked, is the importance of successful long term dosing to For persona
Slide 4: Biotron Limited AGM November 2015
For personal use only BIOTRON LIMITED (ASX:BIT) AGM 24 November, 2015
Slide 5: Forward Looking Statements
Forward Looking Statements For personal use only This presenta,on may contain forward-‐looking statements with respect to the financial condi,on, results and business achievements/performance of Biotron Limited (ACN 086 399 144) and certain of the plans and objec,ves of its management. These stateme
Slide 6: Biotron Snapshot
Biotron Snapshot • Leader in developing viroporin inhibitors for the treatment of viral infec,ons For personal use only • Viroporin targets include influenza (M2), HIV-‐1 (Vpu), Hep C (p7), Dengue (M ), SARS (E), RSV (SH) and others • Crucial for viral pathogenesis • Rapid proprietary primary bacter
Slide 7: Biotron's Core Technology & Pipeline
Biotron’s Core Technology & Pipeline For personal use only Designed library of compounds to Compounds screened in target viroporins: proprietary assay set up for OTHER “HITS” IN LIBRARY include: each virus target e.g. HIV-‐1 IniJally >250 compounds designed and synthesised; library now ~350 Vpu; HC
Slide 8: BIT225 - Proven Clinical Track Record
BIT225 -‐ Proven Clinical Track Record -‐ Over 200 pa,ents and healthy volunteers dosed with BIT225 to date For personal use only -‐ Promising clinical efficacy against HIV-‐1 and HCV -‐ HCV GT1 (BIT225-‐005) – 100% receiving 400mg BID for 28 days in combina,on with 48 weeks IFN/RBV (per protoco
Slide 9: BIT225 – Positioning Within HCV Landscape
BIT225 – PosiJoning Within HCV Landscape • Aim has been to generate data for posi,oning of BIT225 for partnerships For personal use only • Focus has been on: • Defining genotype ac,vity in vitro and in vivo • Genera,ng pharmacokine,c (PK) data on BIT225 • Genera,ng suppor,ng toxicology and non-‐clin
Slide 10: BIT225-008 Trial
BIT225-‐008 Trial • Preliminary data from HCV GT3 cohort: For personal use only • Response to IFN/RBV was much higher than historical controls had indicated • Rates influenced by age, gender, liver damage, gene,cs, etc • High SVR12 rate in control arm means cannot show a BIT225 effect • BUT we have d
Slide 11: HIV-1 – Towards a Cure
HIV-‐1 – Towards a Cure • Infec,on rates in Australia are at 20 year high For personal use only • Over 1.1 million people living with HIV-‐1 in the USA, with 1 in 6 unaware of diagnosis • US$11.9 bn sales in US, Europe and Japan in 2013; expected to grow to US$16.8 bn by 2020 • HIV-‐1 pa,ents nee
Slide 12: BIT225 Targets HIV-1 in Reservoir Cells
BIT225 Targets HIV-‐1 in Reservoir Cells • BIT225 inhibits assembly and budding of new virus For personal use only • Phase 2a trial (BIT225-‐004) showed that BIT225 can reduce HIV-‐1 levels in macrophage cells in vivo, paralleling in vitro studies • Poten,al benefits on immune aging and HIV-‐asso
Slide 13: Unlocking Value in Compound Library
Unlocking Value in Compound Library • Renewed interest in targe,ng viral diseases including For personal use only • Respiratory syncy,al virus (RSV) • Influenza (in par,cular drug resistant strains) • Hepa,,s B virus • Tropical diseases including Dengue • Ebola and MERS-‐CoV outbreaks have caused pu
Slide 14: Dengue Virus Program
Dengue Virus Program • 2.5 billion people (40% world popula,on) live in areas at risk For personal use only of Dengue • ~100 million people infected yearly • A leading cause of illness and death in tropics and subtropics • Transmission is by mosquito; most preven,on programs target the vector • No a
Slide 15: Investment Proposition
Investment ProposiJon • HCV and HIV are high growth, mul,-‐billion dollar markets For personal use only • Treatment gaps remain • BIT225 is a novel approach with demonstrated promising efficacy in Phase 2a/2 clinical trials • Represents a new class of direct-‐ac,ng HCV drugs • Poten,al to fill signifi
Slide 16: Outlook for 2015/16
Outlook for 2015/16 For personal use only • Complete BIT225-‐008 HCV trial currently in progress • SVR12 for G1 due 1Q16 • Inves,ga,onal New Drug applica,on (IND) • Finalise regulatory documenta,on containing an extensive data package • Partner for HCV combina,on studies • Progress protocol and reg