Slide 1: Creating tomorrow's therapies from today's patient stories
Creating tomorrow’s therapies from today’s patient stories (ASX:EMD) Company Update | July 2023
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by Emyria Limited ACN 625 085 734 (Company or Emyria). This presentation is not a financial product or investment advice or recommendation, offer or invitation by any person or to any person to sell or purchase securities in Emyria in any jurisdiction. T
Slide 3: Emyria's Capital Structure
EMYRIA’S CAPITAL STRUCTURE Listed on ASX Feb, 2020 Tenmile 7.8% KEY METRICS VALUE Market Capitalisation ~A$42M Other Holdings Last reported cash A$2.2M (at 31 Mar 2023) + R&D $917k (April) Directors + Placement $2.5M (April) 27% Top 50 67.2% >3,000 shareholders
Slide 4: Our Global Vision | Innovative Care & Therapy Development
OUR GLOBAL VISION | INNOVATIVE CARE & THERAPY DEVELOPMENT Our robust CARE DELIVERY services, brought to you by CARE & , and are built on a triad of excellence: DELIVERY Achieving transformative patient outcomes Generating sustainable revenue streams Gathering valuable REAL-WORLD DATA This virtuous c
Slide 5: The Problem | The Rising Cost & Burden of Mental Health Care
THE PROBLEM | THE RISING COST & BURDEN OF MENTAL HEALTH CARE The Mental Health Burden in Australia 1 in 5 adults and 1 in 7 young people experienced a mental health disorder in the previous 12 months 1 4.7 million people (18% of Australians) filled a mental health-related prescription in 2021–22 1 $1
Slide 6: The Gap | Safe, Effective, Durable & Affordable Treatments
THE GAP | SAFE, EFFECTIVE, DURABLE & AFFORDABLE TREATMENTS Psychedelic-assisted therapy shows remarkable promise for addressing this gap 67% of participants in the MDMA group no longer met criteria for PTSD two months after the sessions. (c/w 32% of participants in the placebo group) 1 SOURCE: 1. Mi
Slide 7: Regulators Are Changing Their Stance on MDMA & Psilocybin
REGULATORS ARE CHANGING THEIR STANCE ON MDMA & PSILOCYBIN EXCITING REGULATORY SHIFT In a world first, Australia has officially recognised MDMA and psilocybin as controlled medicines from July 1st, 2023. SOURCE: 1. https://www.tga.gov.au/products/unapproved-therapeutic-goods/mdma-and-psilocybin Emyria
Slide 8: Giving Australia at Least a 1 Year Head Start on Rest of World
GIVING AUSTRALIA AT LEAST A 1 YEAR HEAD START ON REST OF WORLD 2023 2024 TIMELINE Q3 Q4 Q1 Q2 Q3 Q4 Controlled Australia Patients can be treated medicines DEA USA 1 NDA submission Launch? decision? Emyria 2023 8 SOURCE: 1. Presentation MAPS Psychedelic Symposium, Denver, CO, June 2023
Slide 9: However... Medicines Only Available via Authorised Psychiatrists
HOWEVER… MEDICINES ONLY AVAILABLE VIA AUTHORISED PSYCHIATRISTS FOR SPECIFIC CONDITIONS OR Clinical Trials “For approval to prescribe, psychiatrists will need to demonstrate appropriate training, patient selection, evidence-based treatment protocols and patient monitoring. Further, ongoing psychother
Slide 10: ...And Delivery Costs Are High Due to Intensive Therapy
…AND DELIVERY COSTS ARE HIGH DUE TO INTENSIVE THERAPY Example: MDMA-assisted therapy protocol PRE-TREATMENT PERIOD TREATMENT PERIOD FOLLOW-UP PERIOD 2-12 weeks (12 weeks) (12 months from last Treatment Session) SCREENING PREPARATION TREATMENT TREATMENT TREATMENT 3-month 6-month 12-month (1-4 weeks)
Slide 11: How are we going to deliver psychedelic-assisted therapy & how will patients afford them?
? How are we going to deliver psychedelic-assisted therapy & how will patients afford them?
Slide 12: Very few clinical services are currently capable of delivering these therapies
Very few clinical services are currently capable of delivering these therapies. & We need more evidence.
Slide 13: What's Needed for Affordable Psychedelic-Assisted Therapy?
WHAT’S NEEDED FOR AFFORDABLE PSYCHEDELIC-ASSISTED THERAPY? (1) THRIVING CLINICAL SERVICE A vibrant, patient-centric clinical service is crucial for integrating these therapies and gathering data. We need to build the necessary infrastructure and support systems to incorporate innovative treatments w
Slide 14: What's Needed for Affordable Psychedelic-Assisted Therapy?
WHAT’S NEEDED FOR AFFORDABLE PSYCHEDELIC-ASSISTED THERAPY? (1) THRIVING CLINICAL SERVICE (2) SKILL WITH EMERGING THERAPIES A vibrant, patient-centric clinical service is The unique and complex nature of crucial for integrating these therapies & psychedelic-assisted therapies demands and gathering da
Slide 15: What's Needed for Affordable Psychedelic-Assisted Therapy?
WHAT’S NEEDED FOR AFFORDABLE PSYCHEDELIC-ASSISTED THERAPY? (1) THRIVING CLINICAL SERVICE (2) SKILL WITH EMERGING THERAPIES (3) ROBUST CLINICAL DATA A vibrant, patient-centric clinical service is The unique and complex nature of To help navigate and solve intricate crucial for integrating these thera
Slide 16: Emyria has done this before....
Emyria has done this before….
Slide 17: Our Clinical Service Evolution
OUR CLINICAL SERVICE EVOLUTION Emyria commences drug THC & CBD development programs: legalised novel Ultra-Pure CBD medicines in formulation + proprietary Australia 1 MDMA analogues 3 Dec 2016 2018 2020 ASX Emyria establishes specialist clinics (Emerald Clinics) and treats first patients with THC and
Slide 18: Our Advantages | A Proven Track Record
OUR ADVANTAGES | A PROVEN TRACK RECORD A data-centric clinical service working with newly rescheduled treatments like THC & CBD to monitor & care for patients when “nothing else has worked” Emerald Cli ● GP-led clinical service ● ~10,000+ patients ● 40+ clinical conditions ● Cannabinoid-based medici
Slide 19: Our Advantages | Robust Data Capture & Analysis Capabilities
OUR ADVANTAGES | ROBUST DATA CAPTURE & ANALYSIS CAPABILITIES We are experienced in tracking clinical outcomes & personalising care % of patients with “moderate” to “severe” ANXIETY, DEPRESSION, STRESS CLINICAL IMPACT EXAMPLE: Our Cannabinoid-Based Care Model Can Improve Symptoms Of Psychological Dis
Slide 20: Our Advantages | Robust Data Capture & Analysis Capabilities
OUR ADVANTAGES | ROBUST DATA CAPTURE & ANALYSIS CAPABILITIES We are experienced in tracking clinical outcomes & personalising care CLINICAL IMPACT EXAMPLE: OUR CANNABINOID-BASED CARE MODEL CAN REDUCE OPIOID USE 1 SOURCES: Emyria 2023 20 1. See ASX release 18 Jun 2021
Slide 21: Our Advantages | Active Drug Development & Discovery
OUR ADVANTAGES | ACTIVE DRUG DEVELOPMENT & DISCOVERY Our data has inspired multiple drug development & registration programs EMD-RX5 EMD-RX7 EMD-RX9 EMD-MX1 An Ultra-Pure CBD capsule for EMD-MX1 High bioavailability Ultra-Pure CBD EMD-MX1 High potency, high bioavailability over-the-counter treatment
Slide 22: Emyria is now poised to do the same for psychedelic-assisted therapies...
Emyria is now poised to do the same for psychedelic-assisted therapies…
Slide 23: Our Clinical Service Evolution
OUR CLINICAL SERVICE EVOLUTION Emyria commences drug MDMA & psilocybin THC & CBD development programs: legalised medicines legalised novel Ultra-Pure CBD in Australia 5 medicines in formulation + proprietary Australia 1 MDMA analogues 3 Dec July 2016 2018 2020 2021 2023 ASX Emyria establishes Emyria
Slide 24: The PAX Centre: Australia's leading complex psychological trauma treatment
OUR CLINICAL SERVICE EVOLUTION The PAX Centre: Australia’s leading complex psychological trauma treatment 1 July 2023 ● Psychiatrist-led service for complex trauma care 1 ● Diverse service offering ● 19 clinicians: psychiatrists, mental health nurses, psychologists, counsellors, OTs & social workers
Slide 25: Our Clinical Service Transformation
OUR CLINICAL SERVICE TRANSFORMATION Integrated data-centric Primary & Specialist Care providing advanced therapies to patients in need to deliver great patient outcomes, robust data & sustainable revenues Emerald Cli ● Physical & mental health care ● Best-in-class conventional care ● + Emerging trea
Slide 26: Our Delivery Advantage | Data Driven, Multidisciplinary Care
OUR DELIVERY ADVANTAGE | DATA DRIVEN, MULTIDISCIPLINARY CARE SERVICE MODEL KEY STRENGTHS KEY LIMITATIONS EMYRIA ADVANTAGES Accessible, Limited support; ✓ Our model provides specialised care with GP Clinics generalised care not specialised robust support High-level, Often do not address ✓ Our model o
Slide 27: Our Care Model | A Personalised Path to Mental Wellness
OUR CARE MODEL | A PERSONALISED PATH TO MENTAL WELLNESS We offer a suite of solutions & ongoing support, not just a single service ACTIVE ASSESSMENT, DATA COLLECTION & REVIEW Neuropsychiatric disorders share an overlapping imprint of poor body health 1 which is why Emyria’s care models prioritise bo
Slide 28: Our Growth Engine | Profitable Services & Royalties
OUR GROWTH ENGINE | PROFITABLE SERVICES & ROYALTIES GP + Psychiatrist-led mental health care We provide comprehensive care for complex neuropsychiatric challenges. ● National care network ● 30 specialists, GPs & therapists ● 14,000+ patients treated so far Emyria 2023 28
Slide 29: Our Growth Engine | Profitable Services & Royalties
OUR GROWTH ENGINE | PROFITABLE SERVICES & ROYALTIES GP + Psychiatrist-led Emerging therapy mental health care delivery We provide comprehensive care We facilitate safe access to for complex neuropsychiatric emerging treatments and collect challenges. Real-World Data. ● National care network ● Psyche
Slide 30: Our Growth Engine | Profitable Services & Royalties
OUR GROWTH ENGINE | PROFITABLE SERVICES & ROYALTIES GP + Psychiatrist-led Emerging therapy Proprietary therapy mental health care delivery development We provide comprehensive care We facilitate safe access to We leverage our Real-World Data for complex neuropsychiatric emerging treatments and colle
Slide 31: Our Growth Engine | Profitable Services & Royalties
OUR GROWTH ENGINE | PROFITABLE SERVICES & ROYALTIES GP + Psychiatrist-led Emerging therapy Proprietary therapy mental health care delivery development We provide comprehensive care We facilitate safe access to We leverage our Real-World Data for complex neuropsychiatric emerging treatments and colle
Slide 32: Emyria Is Prepared & Ready | An Advanced Data Platform
EMYRIA IS PREPARED & READY | AN ADVANCED DATA PLATFORM Data Mastery Utilising advanced technologies like kkkkkkkk Foundry 1, Emyria efficiently translates clinical insights gathered from patients we treat in order to enhance care & therapy development. Our data has been published in leading journals,
Slide 33: Emyria Is Prepared & Ready | Innovative Therapy Development
EMYRIA IS PREPARED & READY | INNOVATIVE THERAPY DEVELOPMENT Therapy Innovation Emyria excels in creating and managing intricate care models, including those for newly rescheduled medicines. Emyria is developing its own deep pipeline of novel therapies. Ultra-Pure Cannabinoids Novel MDMA analogues Em
Slide 34: Emyria Is Prepared & Ready | A Comprehensive Clinical Service
EMYRIA IS PREPARED & READY | A COMPREHENSIVE CLINICAL SERVICE Clinical Services Suite The Pax Acquisition combines best-in-class conventional care for physical & mental health along with emerging treatments. Care support from, GPs, psychiatrists, mental health nurses, counsellors, psychologists, phy
Slide 35: Emyria's Comprehensive Service
EMYRIA’S COMPREHENSIVE SERVICE CLINICAL SERVICES SUITE TH OV IN N ER AT RY A IO M ATA TE PY N AS D Emyria 2023 35
Slide 36: Our World-Class Team
OUR WORLD-CLASS TEAM World-leaders in learning health systems, mental health & therapy development Prof Sir John Tooke Dr Karen Smith Dr Michael Winlo Claire Kullak Dr Jon Laugharne Dr Jenny Morgan C/Prof Alistair Vickery FRCP, FMedSci MD, PhD, MBA, LLM MBBS(Hons), MBA BSc (Nursing) MBBS, FRCP (UK),
Slide 37: Our Major Achievements & Near-Term Catalysts
OUR MAJOR ACHIEVEMENTS & NEAR-TERM CATALYSTS 1st patient dosed for MDMA Emyria commences MDMA & psilocybin Psilocybin-assisted preclinical screening legalised medicines therapy care model on MDMA analogues. 5 in Australia 7 Feb July Rest of Clinical service growth 2022 2023 2023 2023 Payer engagemen
Slide 38: Invest in the Future of Mental Health with Emyria (ASX: EMD)
INVEST IN THE FUTURE OF MENTAL HEALTH WITH EMYRIA (ASX: EMD) A Unique Opportunity in Psychedelic-assisted Therapy ● Uniquely Positioned: Based in Australia - where groundbreaking regulatory changes in mental health treatment are occurring - Emyria stands at the forefront of the psychedelic-assisted
Slide 39: Contact Information
CONTACT INFORMATION Michael Winlo mwinlo@emyria.com Investors investors@emyria.com Media media@emyria.com General info@emyria.com INVESTOR HUB: https://investorhub.emyria.com/
Slide 40: Appendix
APPENDIX: Emyria 2023 40
Slide 41: Compare Two Patient Journeys
COMPARE TWO PATIENT JOURNEYS …however, the treatment 80% of patients do is not effective. …with 1 in 3 not respond to TODAY’s GP attempts to refer Sally to a mental providers closed to antidepressants, neither does Sally is now unsure where to go next? Her GP? Her new appointments, Sally. Psychiatri
Slide 42: Our Care Landscape | Neuropsychiatric Disorders
OUR CARE LANDSCAPE | NEUROPSYCHIATRIC DISORDERS We are focussed on Five Major global physical & mental health conditions: Parkinson’s Complex Trauma Depression Anxiety Chronic Pain Disease 3.6% of US adults 8.4% of US adults 19.1% of US adults 11.2% of US adults ~1M US adults USD$70 billion 1 USD$21
Slide 43: Our Innovative Therapy Pipeline
OUR INNOVATIVE THERAPY PIPELINE Harnessing Real-World Data to develop impactful therapies PROGRAM DEVELOPMENT GOAL STAGE COMMERCIAL STATUS CATEGORY LEADER Ultra-Pure CBD capsules | Highly bioavailable CBD Partnered with ASPEN EMD-RX5 Pharmacy treatment for mild anxiety & stress Active Phase 3 clinic
Slide 44: Our Ultra-Pure Cannabinoid Drug Development
OUR ULTRA-PURE CANNABINOID DRUG DEVELOPMENT Real-World Data is accelerating the registration of unique cannabinoid medicines Real-World Data Registration We’ve treated thousands of diverse Ultra-Pure CBD Our drug patients at Emerald Clinics and Lab-created, development gathered one of the largest lo
Slide 45: Our MDMA-Inspired Drug Discovery
OUR MDMA-INSPIRED DRUG DISCOVERY with One of the world’s largest libraries of MDMA analogues developed Dopamine associated with feelings of pleasure and satisfaction Screened for Proprietary selective Serotonin analogue library modulation of major thought to contribute to feelings of well-being neur
Slide 46: Our Psychedelic-Assisted Therapy Programs
OUR PSYCHEDELIC-ASSISTED THERAPY PROGRAMS Unique care models for scalable, integrated delivery EMDMA-001 MDMA-assisted therapy for Post-Traumatic Stress Disorder (PTSD) Care model developed ✓ Drug supply secured ✓ completed ✓ Therapist training Ethics approval ✓ Treatment about to start ● EMDPsi-001
Slide 47: Palantir Foundry
PALANTIR FOUNDRY Emyria 2023 47