pharmaust: a leader in pharmaceutical research & discovery

20
PRESENTATION AGM 27 th OCTOBER 2015 ASX: PAA ACN 094 006 023 For personal use only

Upload: redchip-companies-inc

Post on 11-Apr-2017

260 views

Category:

Business


2 download

TRANSCRIPT

Page 1: PharmAust: A Leader In Pharmaceutical Research & Discovery

PRESENTATIONAGM

27th OCTOBER 2015

ASX: PAAACN 094 006 023

For

per

sona

l use

onl

y

Page 2: PharmAust: A Leader In Pharmaceutical Research & Discovery

PRESENTATION - AGM 27th OCTOBER 2015

DisclaimerThis presentation does not constitute investment advice. Neither this presentation nor the information contained in it constitutes an offer, invitation , solicitation or recommendation in relation to the purchase or sale of shares.

Shareholders and others should not rely on this presentation. This presentation does not take into account any persons particular investment objectives, financial resources or other relevant circumstances and the opinions and recommendations in this presentation are not intended to represent recommendations of particular investments to particular persons.

The information set out in this presentation does not purport to be all inclusive or to contain all the information which its recipients may require to make an informed assessment of the proposed transaction. You should conduct your own investigations and perform your own analysis in order to satisfy yourself as to the accuracy and completeness of the information, statements and opinions contained in this presentation.

For

per

sona

l use

onl

y

Page 3: PharmAust: A Leader In Pharmaceutical Research & Discovery

1

PRESENTATION - AGM 27th OCTOBER 2015

Corporate Overview1. Proprietary Technology pipeline of three Drugs:

• PPL-1 Monepantel (“MPL”) for the treatment of Cancer• Albendazole for the treatment of ascites• Mucin, a formulation to clear mucin from tumours

2. Parallel Development track with both human and veterinary applications

3. Option Agreement with Top 5 Pharma Company for the Veterinary applications

4. Joint patent with large Japanese chemical/Pharma company

5. Lead product PPL-1 (MPL) successfully completed Phase I in humans

6. Lead product PPL-1 (MPL) phase II ready to commence Qtr 1, 2016

7. Pipeline products Albendazole and Mucin to be developed with partners

For

per

sona

l use

onl

y

Page 4: PharmAust: A Leader In Pharmaceutical Research & Discovery

2

PRESENTATION - AGM 27th OCTOBER 2015

Corporate Snapshot

1 Assumes shareholder approval of 1:20 consolidation2 Ex Price $0.16, Expiry Date 3 September 2018

as at October 2015

For

per

sona

l use

onl

y

Page 5: PharmAust: A Leader In Pharmaceutical Research & Discovery

3

PRESENTATION - AGM 27th OCTOBER 2015

PharmAust to Focus on MPL and Epichem following Successful Phase I and New Chemistry Facility

Human Phase II with MPL and Accelerate Commercialisation.

Partnering Albendazole and Mucin projects.

Sales Growth forecast to reach $10M by 2020.

Support for MPL programme.

For

per

sona

l use

onl

y

Page 6: PharmAust: A Leader In Pharmaceutical Research & Discovery

4

PRESENTATION - AGM 27th OCTOBER 2015

WHY FOCUS: MPL MEETS KEY PHASE 1 ENDPOINTS1. Safety – Excellent safety profile as predicted from pre-clinical models

2. Active dose – Identified for PPL-1 from effects on cancer markers

3. Efficacy – Determined within trial by markers and effects on tumours (p70s6K and p4E-BP-1)

4. Synergy – with many cytotoxic drugs currently in use (model system studies)

5. Optimum – use of funds

For

per

sona

l use

onl

y

Page 7: PharmAust: A Leader In Pharmaceutical Research & Discovery

5

PRESENTATION - AGM 27th OCTOBER 2015

MPL Active in Phase I Trial in Patients Who Fail other Available Treatments (“Standard of Care”)Implications for MPL

• As a new class of cancer drug with a novel mechanism of action, it provides the opportunity to be effective where “Standard of Care” has failed

• Preclinical studies show reversal of drug resistance, thus potential for combination therapy

• The very low toxicity of MPL avoids the dosing-limitations and toxicities of many approved anticancer drugs

• Novel mechanism of action (autophagy) potentially circumvents resistance points of known drugs

For

per

sona

l use

onl

y

Page 8: PharmAust: A Leader In Pharmaceutical Research & Discovery

6

PRESENTATION - AGM 27th OCTOBER 2015

PPL-1 (MPL) IS ALREADY APPROVED FOR VETERINARY USE• Novartis Animal Health have registered MPL for the treatment of parasitic diseases

in animals (“Zolvix”)

• Extensive Manufacturing and Toxicology may already be available

• PAA hold patents on the use of MPL and AADs in cancer

• Over 50 MPL analogues are available for development

• Epichem has synthesized further MPL analogues

For

per

sona

l use

onl

y

Page 9: PharmAust: A Leader In Pharmaceutical Research & Discovery

7

PRESENTATION - AGM 27th OCTOBER 2015

WHAT IS THE RELEVANCE OF p70s6k? Elevated p70s6k is associated with poor outcomes in cancer• Rapamycin-sensitive p70s6k pathway is a potential novel target for therapeutic

intervention in small cell lung cancer

• Patients who have a poor response to chemotherapy have high p70s6k levels

• Overexpression of p70s6K in breast cancer patients is associated with aggressive disease and poor prognosis

• p70s6k has been implicated to promote malignant transformation of cancers

• patients with breast cancer with increased p70s6k phosphorylation have poor survival and increased metastasis

*Rapamycin sells into the multibillion organ transplant market and the cancer market

For

per

sona

l use

onl

y

Page 10: PharmAust: A Leader In Pharmaceutical Research & Discovery

8

PRESENTATION - AGM 27th OCTOBER 2015

• Rapamycin and Everolimus both inhibit p70s6k and interfere with mTOR

• Revenues for Novartis and Pfizer for these drugs are in the $ billions

For

per

sona

l use

onl

y

Page 11: PharmAust: A Leader In Pharmaceutical Research & Discovery

9

PRESENTATION - AGM 27th OCTOBER 2015

Suppression of p70s6k in Man

R 0 1 R 1 0 1 R 0 2 R 1 0 2 R 2 0 2 R 0 3 P A0 80

5 0

1 0 0

D e te r m in a tio n o f p -P 7 0 S 6 K in P B M C o f p a tie n ts t re a te d w ith M P L

p-P

70

S6

K(%

co

ntr

ol)

D a y 1 b e fo re tre a tm e n t

D a y 3

D a y 7** **

**

***

****

******

*

For

per

sona

l use

onl

y

Page 12: PharmAust: A Leader In Pharmaceutical Research & Discovery

10

PRESENTATION - AGM 27th OCTOBER 2015

Suppression of p70s6k in dogs

0 da y

3 da y s

7 da y s

0

2 5

5 0

7 5

1 0 0

1 2 5

Co

ntr

ol

%

P -p 7 0 S 6 K E lis a in d o g (M o r t im e r C a m b e ll) P B M C

M P L T re a tm e n t

0 da y

3 da y s

0

2 5

5 0

7 5

1 0 0

1 2 5

P -p 7 0 S 6 K E lis a in d o g P B M C

Co

ntr

ol

%

M P L tre a tm e n t

For

per

sona

l use

onl

y

Page 13: PharmAust: A Leader In Pharmaceutical Research & Discovery

11

PRESENTATION - AGM 27th OCTOBER 2015

SYNERGY BETWEEN MPL AND CYTOTOXIC DRUGS ON OVARIAN CANCER GROWN IN MICE

Days after tumour inoculation

Tum

our v

olum

e (m

m3 )

For

per

sona

l use

onl

y

Page 14: PharmAust: A Leader In Pharmaceutical Research & Discovery

12

PRESENTATION - AGM 27th OCTOBER 2015

Top 5 Pharma Company

COMMERCIALISATION OF MPL

Japanese Chemical Co.

PharmAust

Option on the veterinary cancer

applications

Joint Patent with Japanese major

strong IP position

For

per

sona

l use

onl

y

Page 15: PharmAust: A Leader In Pharmaceutical Research & Discovery

13

PRESENTATION - AGM 27th OCTOBER 2015

Oncology pipeline by indication and stage of development, 2011F

or p

erso

nal u

se o

nly

Page 16: PharmAust: A Leader In Pharmaceutical Research & Discovery

14

PRESENTATION - AGM 27th OCTOBER 2015

EXTRA CAPACITY TO BOOST REVENUES

NEW FACILITY

EPICHEM NEW FACILITYF

or p

erso

nal u

se o

nly

Page 17: PharmAust: A Leader In Pharmaceutical Research & Discovery

15

PRESENTATION - AGM 27th OCTOBER 2015

Epichem’s New Premises• 10 year lease on Units 1-5

• Plus option for additional 10 years (2 x 5 years)

• Potential to expand into Suites 6-10

• New lab 2.4 times larger than our old Murdoch lab

• 5 more fumehoods and 3 Separate instrument rooms

• Separate room with full-height fumehood (GMP?)

• Integrated with our offices

For

per

sona

l use

onl

y

Page 18: PharmAust: A Leader In Pharmaceutical Research & Discovery

16

PRESENTATION - AGM 27th OCTOBER 2015

Revenues & ProfitsEpichem’s Core Revenues• Contract Drug Discovery

✧ FY15 = $1.54M

✧ FY16 ~ $1.86M

• Sale of Fine Chemicals (Reference Stds)

✧ FY15 = $0.34M

✧ FY16 ~ $0.75M

• 167 products and growing rapidly

• Technical Services & Consulting

✧ FY15 = $46k

✧ FY16 ~ $100k

For

per

sona

l use

onl

y

Page 19: PharmAust: A Leader In Pharmaceutical Research & Discovery

17

PRESENTATION - AGM 27th OCTOBER 2015

Contact Details

To discuss PharmAust:

Mr Sam Wright Director & Company Secretary Email: [email protected] Phone: 0408 900 277

Dr Roger Aston Managing Director Email: [email protected]: 0402 762 204

To discuss Epichem:

Dr Wayne Best Non-Executive Director Email: [email protected]: 0421 545 820

For

per

sona

l use

onl

y

Page 20: PharmAust: A Leader In Pharmaceutical Research & Discovery

ABN 35 094 006 023

Suite 39 1 Freshwater Parade Claremont WA 6010

Tel +61 (8) 6364 0899

Fax +61 (8) 9467 6111

@PharmAust www.PharmAust.com

For

per

sona

l use

onl

y