Patrys Limited · ASX:PAB
Patrys — Investor Presentation (November 2023)
26 slides from Patrys's investor presentation, Nov 20, 2023
Slide 1: Investor Presentation
Investor Presentation 20 November 2023
Slide 2: Safe harbour statement
Safe harbour statement The following material is for general information purposes only and is not to be relied upon for the making of an investment decision. Any investment in Patrys Limited ACN 123 055 363 (Patrys) is subject to investment risk including the possibility of loss of capital invested
Slide 3: Investment summary
Investment summary Patrys’ deoxymab technology platform provides new ways for using antibodies to treat cancer: • Block repair of damaged DNA • Cross the blood brain barrier • Can be used alone or in combination with other therapies Deoxymab antibodies can be used as targeting agents for the deliver
Slide 4: Company snapshot
Company snapshot 12 month share price performance Shares 2.1B Market cap¹ A$20.6M Cash² A$5.3M HQ Melbourne Charmaine Gittleson (Chair) Board James Campbell (CEO & MD) Pamela Klein (NED) Mike Stork (NED) Price¹ $0.010 Substantial Dr Dax Marcus Calder – 11.2% 12 mth high - low $0.034 - $0.007 Av. dai
Slide 5: Board of Directors
Board of Directors Dr Charmaine Gittleson Dr Pamela M. Klein • Former Chief Medical Officer of CSL Limited • Former VP, Development at Genentech • Global expertise in drug development, • Board member of Argenx (Euronext & Nasdaq: ARGX) clinical development, regulatory strategy • Former CMO of Intell
Slide 6: Technology Overview
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Slide 7: Novel anti-cancer therapeutic antibody
Novel anti-cancer therapeutic antibody Deoxymabs bind to DNA and have a unique combination of properties: • Cancer seeking: tumours release DNA which attracts deoxymabs • Cell penetrating: able to get into cells and the cell nucleus • Block DNA damage repair (DDR): stops cancer cells replicating • C
Slide 8: Deoxymabs: multiple therapeutic approaches
Deoxymabs: multiple therapeutic approaches Single Agent Combination Therapies Targeted Therapies • Many cancers have pre-existing defects • Radiation therapy and many chemo • Antibody drug conjugates to in their DNA damage repair (DDR) drugs work by causing damage to DNA target payloads to cancer ce
Slide 9: Deoxymab Results
Deoxymab Results
Slide 10: Improves survival in primary brain cancer
Improves survival in primary brain cancer Mice with human GBM • Glioblastoma (GBM) is the most common primary brain cancer (23,000 new cases in the US pa) • GBM is highly aggressive with few effective treatment options (5- year survival rate = 5.6%) • Standard of Care for GBM is surgical removal of
Slide 11: Improves effectiveness of radiation
Improves effectiveness of radiation • Radiation is the standard of care for GBM patients Mice with high-grade glioma • Dose of radiation is limited by its side-effects • Combining with PAT-DX1 reduces the ability of cancer cells to repair DNA damage caused by radiation • ~25% improvement in median s
Slide 12: Effective against brain metastases
Effective against brain metastases • ~ 200,000 new cases of brain metastases (secondary brain Breast Cancer Brain Metastases cancer) in the US each year • The primary cancers that most often spread to the brain are cancers of the lung, breast, skin, colon, kidney and thyroid • Median survival ranges
Slide 13: PAT-DX1 potential use in pancreatic cancer
PAT-DX1 potential use in pancreatic cancer • Pancreatic cancer is one of the most common and aggressive Pancreatic Cancer Model cancer types, with a 5-year survival rate of 2–9% • Globally, 460,000 new cases and 432,000 deaths in 2018 • Limited treatment options • Second leading cause of cancer deat
Slide 14: PAT-DX3 can target cancer drugs to tumours
PAT-DX3 can target cancer drugs to tumours Breast Cancer Model • Antibody drug conjugates (ADCs) provide additional clinical benefits to antibodies alone • Proof of principle study with PAT-DX3 conjugated to MMAE (toxic anti-cancer drug used in approved ADCs) • Clear tumour-targeting effect when com
Slide 15: Recent Developments
Recent Developments
Slide 16: Increasingly accessing non-dilutive funding
Increasingly accessing non-dilutive funding $250k from inaugural Clinical Accelerator from Cure Brain Cancer Foundation • Deoxymab preclinical research at The Telethon Kids Institute - led by Professor Terrance Johns o in vitro and in vivo models of high-grade glioma o combining deoxymabs with stand
Slide 17: New discoveries and patent applications filed
New discoveries and patent applications filed Neutrophil extracellular traps (NETs) • Peer-reviewed publication reported that PAT-DX1 suppresses the formation of NETs • NETs are implicated in progression and metastasis in some cancers • Offers mechanistic rationale to the previously-described abilit
Slide 18: Commercial Landscape
Commercial Landscape
Slide 19: Deal landscape - recent examples
Deal landscape - recent examples October 28, 2023 • Merck KGaA (Xetra, €20B) acquired the ex-China rights to a novel PARP inhibitor and a novel ADC developed by Jiangsu Hengrui Pharmaceuticals (Shanghai, $314M) • €160M up front, total potential value € 1.56B • PARP inhibitor, HRS-1167 commenced phas
Slide 20: Deal landscape - recent examples
Deal landscape - recent examples November 1, 2022 • Exelixis (NASDAQ, US$5.3B) and Cybrexa Therapeutics (US, private) establish exclusive collaboration giving Exelixis the Right to Acquire CBX- 12, a Potential First-in-Class Peptide-Drug Conjugate of Exatecan • US$60 million up front, total potentia
Slide 21: Looking Ahead
Looking Ahead
Slide 22: PAT-DX1 clinical trial preparation for H2 CY 2024
PAT-DX1 clinical trial preparation for H2 CY 2024 • Cell line for manufacturing selected in 2021 and engineering run successfully completed in July 2022 • GMP run failed in Q1 CY 2023, being rescheduled • No major concerns identified in either non-GLP or GLP toxicology studies in rats and NHPs • Wor
Slide 23: PAT-DX3 development path
PAT-DX3 development path • PAT-DX3 is differentiated from PAT-DX1 o Different pharmacokinetic profile o Crosses the blood brain barrier independent of cancer in the brain o Efficacy in animal models • Potential for use as a targeting agent (more conjugation sites than PAT-DX1) o Ongoing evaluations
Slide 24: The year ahead
The year ahead PAT-DX1 GMP production run complete Q1 2024 PAT-DX1 Human Research Ethics Application submission Q3 2024 PAT-DX1 phase 1 clinical study initiation H2 2024 PAT-DX3 nucleic acid payload collaborations Ongoing Platform expansion Ongoing Patents and publications Ongoing Business developme
Slide 25: The Patrys value proposition
The Patrys value proposition Patrys’ deoxymab antibodies have a novel target and mechanism, and are effective in animal models of multiple cancer types Deoxymabs target indications with significant unmet medical need – including triple negative breast cancer, primary and secondary brain cancers Firs
Slide 26: Contact
Contact Dr. James Campbell CEO and MD +61 3 9670 3273 info@patrys.com patrys.com Patrys Limited (ASX:PAB)