Racura Oncology Ltd · ASX:RAC
Racura Oncology — Race Oncology — Shareholder Meeting (November 2022)
29 slides from Racura Oncology's shareholder meeting presentation, Nov 24, 2022
Slide 1: ASX Announcement: Race 2022 AGM Presentations & Chair Address
ASX Announcement Race 2022 AGM Presentations & Chair Address For personal use only 24 November 2022 – Race Oncology Ltd (ASX: RAC) is pleased to attach a copy of the Chair’s address and presentation at today’s Annual General Meeting (AGM) of shareholders. The official AGM business will be conducted,
Slide 2: Chairman's address, 2022 AGM
Chairman’s address, 2022 AGM For personal use only Thanks Phil for your introduction to AGM. I wish I could have been there to join you. My name is John Cullity Chair of Race Oncology. It’s my pleasure to welcome you to Race’s 2022 Annual General Meeting. This AGM is being conducted in a physical lo
Slide 3: Chairman's address (continued)
importantly providing expanded patent protection. Clinically and practically, it means that Zantrene is optimised for use in our solid tumour program. Within the solid tumour area, we have a number of target disease areas, but are working to confirm the most appropriate applications via broader cons
Slide 4: About Race Oncology
About Race Oncology (ASX: RAC) Race Oncology is an ASX listed precision oncology company with a Phase 2/3 cancer drug For personal use only called Zantrene®. Zantrene is a potent inhibitor of the Fatso/Fat mass and obesity associated (FTO) protein. Overexpression of FTO has been shown to be the gene
Slide 5: Novel RNA-Directed Therapeutics to Treat Cancer and Protect the Heart
For personal use only NOVEL RNA-DIRECTED THERAPEUTICS TO TREAT CANCER AND PROTECT THE HEART Annual General Meeting November 2022 RACE ONCOLOGY LIMITED (ASX:RAC) 1 AGM 2022 PRESENTATION
Slide 6: Disclaimer
DISCLAIMER For personal use only Investment in Race Oncology (Race) is subject to investment risk, including possible loss of income and capital invested. Race does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. This presentation is not an
Slide 7: Company Snapshot
COMPANY SNAPSHOT For personal use only Clinical stage m6A RNA focused company targeting multiple cancer indications Zantrene® first in class, best in class, most clinically advanced FTO inhibitor Cardioprotection, an opportunity with significant commercial potential New formulation extends Zantrene®
Slide 8: 2020-2022 A Pivotal Period for Zantrene
2020-2022 A PIVOTAL PERIOD FOR ZANTRENE For personal use only June 2020 March 2021 September 2021 December 2021 April 2022 September 2022 November 2022 Impressive Multiple pre-clinical Preclinical results Zantrene found to protect Human ethics Race develops Positive PRE- 40% FTO-directed show Zantre
Slide 9: Significant Commercial Opportunities
SIGNIFICANT COMMERCIAL OPPORTUNITIES For personal use only CARDIO- OTHER m6A RNA ONCOLOGY PROTECTION DRUGS Multi-billion addressable market Existing market with millions of Expanded opportunities in for AML & solid tumours patients given anthracyclines oncology, diabetes, cardiology each year and ot
Slide 10: Market Rationale
For personal use only MARKET RATIONALE RACE ONCOLOGY LIMITED (ASX:RAC) 6 AGM 2022 PRESENTATION
Slide 11: Precision Therapy: A Fundamental Change in the Treatment of Cancer
PRECISION THERAPY. A FUNDAMENTAL CHANGE IN THE TREATMENT For personal use only OF CANCER AND OTHER DISEASES STANDARDISED MEDICINE PERSONALISED MEDICINE Some benefit, some do not Each patient receives the right medicine for them Patients Patients Biomarker testing (eg FTO / m6A) Therapy Personalised
Slide 12: m6A RNA: Dysregulation Underlies Many Diseases
m6A RNA. DYSREGULATION UNDERLIES MANY DISEASES For personal use only CARDIAC CANCER VIRAL RNA DYSREGULATION IS GROWTH IN m6A RNA INVOLVED IN MANY SCIENTIFIC PUBLICATIONS DISEASES CENTRAL OBESITY NERVOUS SYSTEM REPRODUCTIVE RACE ONCOLOGY LIMITED (ASX:RAC) 8 AGM 2022 PRESENTATION
Slide 13: FTO: An Important m6A RNA Demethylase Regulator
FTO. AN IMPORTANT m6A RNA DEMETHYLASE REGULATOR For personal use only FTO is a key m6A RNA demethylase that is dysregulated in many cancers and other diseases1,2 WRITERS Zantrene® has been independently confirmed mRNA m6A as the first-in-class, best-in-class FTO inhibitor3 ERASERS TRANSLATION Race i
Slide 14: Corporate Strategy & Growth Plan
For personal use only CORPORATE STRATEGY & GROWTH PLAN RACE ONCOLOGY LIMITED (ASX:RAC) 10 AGM 2022 PRESENTATION
Slide 15: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only ISSUED CAPITAL ASX 24 MONTH PERFORMANCE Shares1 161.2m Options1 11.1m Shareholders2 9,168 MARKET CAPITALISATION Share price1 $2.26 Market value1 $364m Cash2 $29.4m Enterprise value $334.9m SIGNIFICANT SHAREHOLDERS Dr Daniel Tillett (Director & CSO) 9.9% Dr Jo
Slide 16: Three Pillar Strategy Optimised
THREE PILLAR STRATEGY OPTIMISED For personal use only BUILDING SHAREHOLDER VALUE Capitalising on RNA regulation leadership credentials across all 3 Pillars ZANTRENE® ZANTRENE® BEYOND 1 2 OPTIMISED 3 ZANTRENE® Maximising Current Enhancing Zantrene® Utility Pursuing New m6A Zantrene® Formulation With
Slide 17: Expanded Pipeline Targeting FTO & m6A RNA Methylation
EXPANDED PIPELINE TARGETING FTO & m6A RNA METHYLATION For personal use only PRECLINICAL CLINICAL DISCOVERY IN VITRO IN VIVO PHASE 1 PHASE 2 REGISTRATION r/r AML (combination) Zantrene® + fludarabine + clofarabine, Chaim Sheba Israel ZANTRENE® EMD AML (stratum 1) High Dose Zantrene® + cytarabine 1 EM
Slide 18: 2023 Plans
For personal use only 2023 PLANS RACE ONCOLOGY LIMITED (ASX:RAC) 14 AGM 2022 PRESENTATION
Slide 19: EMD AML: FTO Clinical Proof-of-Concept
1 ZANTRENE® EMD AML. FTO CLINICAL PROOF-OF-CONCEPT For personal use only WHY EXTRAMEDULLARY (EMD) AML? High unmet medical need with no stand-of-care therapy EMD prevalence > 25% AML patients1 with poor prognosis Small number of patients needed for registrational trial PHASE 2 TRIAL WITH TWO STRATA (
Slide 20: Why Has EMD AML Patient Recruitment Been So Slow?
1 ZANTRENE® WHY HAS EMD AML PATIENT RECRUITMENT BEEN SO For personal use only SLOW? • EMD AML is a rare subtype of a rare disease • Trial competition for AML patients • Lack of capacity & clinical trial personnel • Massive growth of clinical trials in Australia in 2020 • COVID-19 caused chaos in Aus
Slide 21: EMD AML Trial: Solutions
EMD AML TRIAL. SOLUTIONS ZANTRENE® 1 For personal use only Increase the number of trial sites in Australia & Europe • 3 new sites in Australia interested now that COVID-19 pressure has reduced • 6 sites in Italy & Spain on-board Modify the Trial Design • PET screen to be made a non-interventional su
Slide 22: Optimised Improved IV Formulation
2 ZANTRENE® OPTIMISED IMPROVED IV FORMULATION For personal use only EXTENDING AND ENHANCING ZANTRENE® Original Zantrene® formulation requires a two hour central line IV infusion due to crystallisation in the blood Not optimal for use in patients with solid tumours or cardioprotection (most cancers)
Slide 23: Optimised Cardioprotection Overview
2 ZANTRENE® OPTIMISED CARDIOPROTECTION OVERVIEW For personal use only High unmet patient need Heart damage from cancer therapies is a major and increasing issue as cancer patients live longer Anthracyclines and other anti-cancer drugs can cause permanent damage to the heart New & emerging field of c
Slide 24: Optimised Cardioprotection: Trial Design
2 ZANTRENE® OPTIMISED CARDIOPROTECTION. TRIAL DESIGN For personal use only Population: breast cancer patients with ≥2 cardiac risk factors to be treated with doxorubicin + cyclophosphamide (AC) Split Two Trial Design Phase 2b. Expansion Trial 1. Non-interventional - observation of cardiac damage and
Slide 25: Cardioprotection: Trial Design Advantages
2 ZANTRENE® OPTIMISED CARDIOPROTECTION. TRIAL DESIGN ADVANTAGES For personal use only • Trial 1. Early start (Q1 2023) - protocol written and ethics submission imminent (30 Nov 2022) - low risk & low cost - fast recruitment Phase 2b. Expansion • Trial 2. Uses new peripheral formulation (Q3 2023) - f
Slide 26: FTO: Solid Tumour Opportunity
ZANTRENE® 2 OPTIMISED FTO. SOLID TUMOUR OPPORTUNITY For personal use only • FTO found to be important in almost all cancer types • Kidney cancer and melanoma current lead indications based on preclinical and clinical data • Many other options, both in cancer type and drug combinations SOLID TUMOUR P
Slide 27: Beyond Zantrene: New m6A RNA Targeting Drugs
3 BEYOND NEW m6A RNA TARGETING DRUGS For personal use only ZANTRENE® Recent scientific and clinical discoveries implicate m 6A RNA methylation in many disease areas including cancer • Initiated NMR based drug screen program in collaboration with the Monash Fragment Platform • Targeting FTO and other
Slide 28: Putting All the Pieces Together
PUTTING ALL THE PIECES TOGETHER For personal use only We are pursuing the m 6A RNA and cardioprotection pathway via: 1. EMD AML trial (Stratum 2 targeting FTO) 2. Breast Cancer (cardioprotection + FTO) 3. Other solid tumours 4. Improved Zantrene® formulation with novel IP 5. Discovery of new molecul
Slide 29: Multiple Value-Driving Inflection Points in 2023
MULTIPLE VALUE-DRIVING INFLECTION POINTS IN 2023 For personal use only • Initiation of Phase 1/2b cardioprotection clinical trial (Australia) • First patient dosed in Phase 1/2 EMD AML (FTO PoC) trial (Australia) • Initiating European sites for Phase 1/2 EMD AML trial (Spain and Italy) • Solid tumou