Patrys Limited · ASX:PAB
Patrys — Excellence in Biotechnology 2008
19 slides from Patrys's conference presentation, Apr 21, 2008
Slide 1: Natural Human Antibodies to Treat Human Diseases
For personal use only ASX: PAB Natural Human Antibodies to Treat Human Diseases Excellence in Biotechnology April 2008 Dan Devine Chief Executive Officer
Slide 2: Overview – Natural Human Antibody Therapies
For personal use only Overview – Natural Human Antibody Therapies Product Advantages: Patrys products offer potential potency & safety advantages in $20 billion dollar antibody therapy market Commercial Focus: our products target cancers with mortality rates >80%, where patient, doctor and indus
Slide 3: Patrys' Natural Human Antibody Technology
For personal use only Patrys’ Natural Human Antibody Technology Antibody Discovery Antibody Production Cancer Disease Target Do Not Divide, Divide Fermenter Human X Cancer Short Life Perpetually Production Lead 2 A tib d Antibody Producing Cell Cell Cancer Human Antibody Producing Patrys Tech Scale
Slide 4: Potential Advantages of Natural Human Antibodies
For personal use only Potential Advantages of Natural Human Antibodies Antibodies on Market From Patrys Natural Human Factor Non-Human Sources Antibodies Interfere with function of Do not attack healthy tissues Safer healthy cells and tissues screened Absorbed by healthy tissues – Not absorb
Slide 5: Antibody Market: Well Established & Highly Priced
For personal use only Antibody Market: Well Established & Highly Priced Total Antibody Therapy Sales Antibody Product/Company Values M&A Company Values $1,545 $27.3 US$ Billions US$ Millions $398 P d t/Li Product/License Values V l $10.4 $331 $134 2004 2005 2006 2007 2008 2009 P Preclinical li i l P
Slide 6: Natural Human Antibody Anti-Cancer Pipeline
For personal use only Natural Human Antibody Anti-Cancer Pipeline Lead Phase I/IIa Discovery Preclinical Selection Human Trial PAT – SC1* Completed Phase I/IIa – Gastric Cancer – AstraZeneca PAT – LM1 Human Trial 2009 – Multiple Cancers – Internal PAT – SM6 Human Trial 2009 – Multiple Cancers – Inte
Slide 7: Patrys Lead Products – Commercial Opportunities
For personal use only Patrys Lead Products – Commercial Opportunities 5 Year Mortality Rates for Targeted Cancers (U.S. National Cancer Institute ) 100% 90% Lead products target these and other 80% cancers 70% 60% Markets large and 50% untapped 40% 30% Opportunity to convert 20% advantages int
Slide 8: PAT-SC1: Human Trial for Gastric Cancer
For personal use only PAT-SC1: Human Trial for Gastric Cancer Probability of Survival 100% PAT-SC1 origin: natural human 35 Treated Patients 90% antibody via Patrys’ technology 80% Effective: treated patients had significantly higher survival rate 70% Safe: well tolerated 60% Low dose/cost:
Slide 9: PAT-LM1 and PAT-SM6 Lead Products
For personal use only PAT-LM1 and PAT-SM6 Lead Products Factor PAT-SC1 PAT-LM1 and PAT-SM6 Positive Efficacy established in multiple lab & POC human data animal studies 80% gastric Application to 90% to 98% patients Markets patients across many cancers Safe; Do not react to full panel of healthy Saf
Slide 10: Key Product Collaborations
For personal use only Key Product Collaborations AstraZeneca – exclusive rights to develop PAT-SC1: AZ has exclusive rights to develop PAT-SC1 P t Patrys earns partnering t i revenue with ith successful f l achievement hi t off milestones by AZ Takeda – covers 5 p product candidates: Inclu
Slide 11: Progress Report on July '07 IPO Objectives
For personal use only Progress Report on July ‘07 IPO Objectives Advance PAT-LM1 & PAT-SM6 to and through human trials by Oct ‘09 09 9 On schedule Advance additional pipeline assets via collaborations 9 6 llead d products d t b being i advanced d dbby iindustry d t lleaders d iincluding l di T T
Slide 12: Upcoming Value-Driving Milestones
For personal use only Upcoming Value-Driving Milestones PAT-SM6 and PAT-LM1 Clinical Plans: Q2CY08: Manufacturing scale-up Q4CY08: Complete final animal safety studies for IND Q1CY09: Initiate human trials Q4CY09: Q C 09 Phase ase I/IIa / a human u a data Q2/Q4CY08: Partnering discussion
Slide 13: Patrys Capital Structure
For personal use only Patrys Capital Structure Shares Outstanding: ~153m 13
Slide 14: Summary
For personal use only Summary Asset A t rich: i h platform, l tf products d t and d cash h Blend of internal and external development Substantial value to be realized 15
Slide 15: Material Reference
For personal use only Material Reference
Slide 16: Antibody Therapy Sales by Therapeutic Area (US$B)
For personal use only Antibody Therapy Sales by Therapeutic Area (US$B) Oncology Autoimmune Other $14.0 $12.0 $10.0 $8 0 $8.0 $6.0 $4.0 $2.0 $- 2004 2005 2006 2007 2008 2009 *The Future of Monoclonal Antibody Therapeutics, Business Insights, 2006 17
Slide 17: Antibody Product Licensing/Collaborations
For personal use only Antibody Product Licensing/Collaborations* Stage Upfront Per Milestones Per Licensor Licensee Date Disease Completed Antibody US$ Antibody US$ Serono NovImmune 2005 Preclinical Autoimmune $2,500,000 $75,000,000 Genentech Seattle Genetics 2007 Phase I Oncology $60,000,000 $800,0
Slide 18: Antibody Company Merger/Acquisition Activity
For personal use only Antibody Company Merger/Acquisition Activity*** Purchaser Acquired Date Value US$M Stage Completed Roche Ther HumPolyclonals 2007 $56 Preclinical/Technology Merck Abmaxis 2007 $80 Preclinical/Technology CSL Z Zenyth th 2006 $92 P li i l/T h l Preclinical/Technology Peptech Evog
Slide 19: Proprietary Disease Targets – Protected Franchise
For personal use only Proprietary Disease Targets – Protected Franchise Marketed Antibody > Other Cancer Disease US$1B Sales / Antibodies in Target Patrys y Antibody y the Clinic CD20 Rituxan 10 EGFR Erbitux 12 HER2 Herceptin 9 VEGF A Avastin ti 5 GRP78** PAT-SM6 0 CD55 (SC1)** PAT-SC1 0 CFR-1** CFR