Dimerix Limited · ASX:DXB

Dimerix — Shareholder Meeting (October 2018)

20 slides from Dimerix's shareholder meeting presentation, Oct 30, 2018

  1. Slide 1: Company Review

    For personal use only Company Review Nina Webster CEO & Managing Director

  2. Slide 2: Forward looking statements

    Forward looking statements For personal use only This presentation includes forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks and important factors that may cause the actual results, performance or achievements of Dimerix to be ma

  3. Slide 3: 2018 financial year achievements

    2018 financial year achievements For personal use only Excellent results from Phase 2 trials in Chronic Kidney Disease Share entitlement offer and placement collectively raised $7.5 million Two Phase 2 trials initiated in different high potential indications Executive management team restructure US

  4. Slide 4: Opportunity for growth

    Opportunity for growth For personal use only Focal Segmental Glomerulosclerosis (FSGS) Diabetic Kidney Disease (DKD) • A serious and rare kidney disease: orphan • Also known as Diabetic Nephropathy indication • Progressive disease, leading to kidney failure and • DMX-200 has US Orphan Drug Designati

  5. Slide 5: Corporate Overview

    Dimerix Corporate Overview For personal use only Financial information Share price(29Oct18) 11.5 cents 52 week low / high 8 cents / 24 cents Shares on issue 158.8m Market Capitalisation $18.26 million Cash (as at 30Sep18) $5.34 million The current Debt (as at 30Sep18) $0 enterprise valuation Enterpr

  6. Slide 6: What is DMX-200

    What is DMX-200 For personal use only Co-administration of 2 drugs to achieve a synergistic renal effect: • Irbesartan 300mg - angiotensin receptor blocker (ARB) • Small molecule • FDA (USA) approved for Diabetic Kidney Disease • DMX-200 - CCR2 antagonist • Small molecule • PDMA (Japan) approved for

  7. Slide 7: Proposed mechanism of action

    Proposed mechanism of action For personal use only DMX-200 addresses the three most important mechanisms whereby chronic kidney damage progresses Irbesartan blocks cellular receptors responsible for hyperfiltration & glomerular hypertension 1 hyperfiltration of DMX-200 blocks chemokine receptor (CCR

  8. Slide 8: DMX-200 value: patients, payers & healthcare system

    DMX-200 value: patients, payers & healthcare system For personal use only Deterioration of kidney function* Poor Poor Quality of prognosis Life # Kidney Health Australia. 2018. Kidney Fast Facts. [ONLINE] Available at http://kidney.org.au/cms_uploads/docs/kidney-health- australia-kidney-fast-facts-f

  9. Slide 9: DMX-200 value: large market with low competition

    DMX-200 value: large market with low competition For personal use only Assumptions: • Co-administration with Irbesartan 300mg, therefore valuation model based on Irbesartan 300 mg sales • Hypertensive patients maintenance dose ~150 mg daily† • Kidney Disease patients maintenance dose ~300 mg daily†

  10. Slide 10: Current clinical trial designs

    Current clinical trial designs For personal use only Both studies: double-blind, randomised, placebo-controlled, crossover study evaluating the safety and efficacy of DMX-200 in patients with diabetic kidney disease who are receiving Irbesartan Diabetic Kidney Disease • FSGS • Number of patients: 40

  11. Slide 11: Value driving events

    Value driving events For personal use only Upcoming milestones - 2019 ✓ Ethics approvals for both clinical studies was achieved in July Secure a licensing agreement – 2020 ✓ Clinical trial sites were opened and patient recruitment commenced in September • Dimerix plans to seek a commercial Generate

  12. Slide 12: End of Presentation

    For personal use only DIMERIX End of Presentation

  13. Slide 13: Meeting Transcript

    Meeting Transcript Annual General Meeting of Dimerix Limited For personal use only 10.00am, Tuesday 30 October 2018 (Perth) ➢ CEO & Managing Directors Address Thank you James, and good morning ladies and gentlemen. I am excited to be with you at my first Annual General Meeting for Dimerix so soon af

  14. Slide 14: Order of Proceedings

    Dimerix Limited 30 October 2018 Annual General Meeting Order of Proceedings This presentation includes forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks and important factors that may cause the actual results, performance or achie

  15. Slide 15: Order of Proceedings

    Dimerix Limited 30 October 2018 Annual General Meeting Order of Proceedings of kidney disease, Focal Segmental Glomerulosclerosis (or FSGS). Both of these studies were recently initiated and will be discussed in further detail later in this presentation. ➢ Slide 4 – Corporate Overview For personal u

  16. Slide 16: Order of Proceedings

    Dimerix Limited 30 October 2018 Annual General Meeting Order of Proceedings ➢ Slide 6 – DMX-200 Turing to slide 6. For personal use only Dimerix is developing DMX-200, a chemokine receptor 2 (or CCR2) antagonist for co- administration with Irbesartan, for two different indications: Diabetic Kidney D

  17. Slide 17: Order of Proceedings

    Dimerix Limited 30 October 2018 Annual General Meeting Order of Proceedings alone would block only one receptor and thus achieve only a partial response. This is where the co-administration of DMX-200 with Irbesartan is so exciting for Dimerix, in that both receptors on the same cell are targeted si

  18. Slide 18: Order of Proceedings

    Dimerix Limited 30 October 2018 Annual General Meeting Order of Proceedings • Over 2 million units sold at US$550 per unit provides us with a total addressable market of US$1.1 billion per year in the US, with no current competitors based on the pricing structure of the patented version of Irbesarta

  19. Slide 19: Order of Proceedings

    Dimerix Limited 30 October 2018 Annual General Meeting Order of Proceedings DMX-200 for FSGS is currently in a Phase 2a clinical trial and has been granted Orphan Drug Designation in the US by the FDA. Sites were initiated, and recruitment commenced in September, in line with the anticipated timelin

  20. Slide 20: Order of Proceedings

    Dimerix Limited 30 October 2018 Annual General Meeting Order of Proceedings In terms of the proprietary Receptor-HIT platform technology, which enables understanding of receptor interactions to rapidly screen and identify new drug opportunities; Dimerix is currently assessing ways of leveraging this

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