EMV Capital PLC · LSE:EMVC
EMV Capital — Glycotest — Investor Day (May 2015)
13 slides from EMV Capital's investor day presentation, May 15, 2015
Slide 1: Capital Markets Day
Capital Markets Day 15 May 2015 Portfolio Company
Slide 2: Overview
Overview • Glycotest is a molecular diagnostics company focused on the development and commercialization of clinical laboratory services to improve identification, monitoring and treatment of patients at risk for liver disease—liver cancers and fibrosis-cirrhosis • Proprietary blood-based biomarkers
Slide 3: Team
Team • Michael Boyce-Jacino, PhD, Chairman o Executive Director, NetScientific o Formerly Orchid, Beckman Coulter, BioNanomatrix (BioNano Genomics) • Charles Swindell, PhD, CEO o Formerly Phyton and Protarga • Timothy Block, PhD, Innovator and Board Member o Baruch S. Blumberg Institute and the Hepa
Slide 4: Target markets
Target markets • Patients at risk for liver cancers and fibrosis-cirrhosis due to viral and non- viral hepatitis o Chronic hepatitis B—incurable o Chronic hepatitis C—patients remain at risk for liver cancer despite cure o Fatty liver disease and NASH/ASH—rapidly growing populations with obesity and
Slide 5: Technology
Technology • Proprietary serum biomarkers with unique chemistry… o Issued patents to >50 glycoproteins secreted by the liver Fucose o Unique abnormal change in sugar structure in liver disease - core fucosylation Sugar • …Address serious unmet clinical needs Protein o Direct asymptomatic patients wi
Slide 6: 1st Product – HCC Panel
1st Product – HCC Panel • Hepatocellular carcinoma biomarker panel (HCC Panel) to be launched as US Laboratory Developed Test (LDT) service product in Glycotest CLIA lab o Addresses principal form of liver cancer o Kills >700 K WW annually o Fastest growing cause of cancer death in US • Commercializ
Slide 7: KOL perspectives
KOL perspectives • Critical unmet clinical need for an effective HCC surveillance test • Chronic HBV, HCV and huge NAFLD/NASH population comprise key at-risk groups • HCC risk from chronic HCV persists after cure by antiviral therapy or transplant • Recognition of scope of HCC risk from NAFLD/NASH i
Slide 8: Validation
Validation HCC Panel; CCA Panel; Fibrosis Test Sensitivity AUROCs at 90% Specificity 1 0.98 100 95% 0.93 90 0.9 0.87 80 75% 0.84 67% 70 63% % Sensitivity 0.79 55% 0.8 60 AUROC 49% 50 0.7 0.68 40 30 0.6 20 10 0.5 0 AUROCs >0.9 and/or >10% higher than Significantly higher true positive comparators are
Slide 9: HCC Panel
HCC Panel Performance Superior to AFP for Early-stage and AFP-negative Disease Sensitivity AUROCs at 90% Specificity 1 0.98 0.98 0.97 100 95% 95% 88% 90 0.9 80 0.84 70 63% 0.80 % Sensitivity 0.8 60 57% AUROC 50 0.7 40 0.64 30 23% 0.6 20 10 0.5 0 All Early-stage AFP ‒ All Early-stage AFP ‒ All: HCC (
Slide 10: Competition – Liver cancer
Competition – Liver cancer Test AFP Ultra-sound CT or MRI HCC Panel (Company) (Generic) (multiple) (multiple) Feature Non-invasive ü ü ü ü Signal from all (~50% AFP tumors negative) ü ü ü Sensitive to early- ü stage disease / small lesions Operator independent ü ü No issues with obese pati
Slide 11: Commercial strategy
Commercial strategy • US strategy o Virtual through assay development with CROs o Laboratory Developed Test (LDT) service products in Glycotest CLIA lab—regulated by CMS, not FDA • Ex-US strategy o Focused on partnerships—especially for large Asian liver disease markets o Building relationships and
Slide 12: Oncimmune partnership
Oncimmune partnership • Oncimmune Ltd o UK company o Tumor autoantibody test technology—orthogonal to Glycotest’s technology o Previously commercialized and sold US LDT business focused on detection of early-stage lung cancer o Now focused on applying technology to the early detection of liver cance
Slide 13: Capital Markets Day
Capital Markets Day 15 May 2015 Portfolio Company