Investor Presentation • Aug 11, 2021
Investor Presentation
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H1 2021 Results
The following presentation, including any printed or electronic copy of these slides, the talks given by the presenters, the information communicated during any delivery of the presentation and any question and answer session and any document or material distributed at or in connection with the presentation (together, the "Presentation"), has been prepared by APONTIS PHARMA AG (the "Company"), is not an offer to sell any securities or an invitation to purchase securities or the solicitation of an offer to buy securities. This Presentation is not an advertisement and not a prospectus for the purposes of Regulation (EU) 2017/1129 of the European Parliament and of the Council of June 14, 2017, as amended.
The Presentation is provided for general information only and does not purport to contain all the information that may be required to evaluate the Company. The information in the Presentation is subject to updating, completion, revision and verification.
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Chief Executive Officer
"Drug non-compliance is a stealth epidemic exacting a heavy toll on the healthcare system – our broad portfolio of Single Pills is designed to help tackle this epidemic"
IPO at Frankfurt Stock Exchange in May 2021
§ Unique salesforce – 130 sales reps § Target group 23k physicians § Total visits > 200k p.a.
§ Headquarter: Monheim (GER)
§ Single Pill leader in the German market with a focus on cardiovascular diseases ("CVD")
§ EURm 24 revenues (+36%)
Notes: (1) Reduction is understood as a change up to the respective percentage figure indicated and compared to event rate of conventional treatment with multi pill therapy (2) Cost reduction is reflecting total costs (hospital costs, office-based costs, medication costs and costs for curative means and aids) per patient per year in Germany Source: START Study, IPAM / INGRESS Institute
Many more commonly used combinations are only available as loose combinations – APONTIS can leverage existing know-how and market access to new Single Pills
| 1 Field of application |
Tonotec Lipid |
RosuvaEze | Caramlo HCT |
Caramlo Lipid |
|---|---|---|---|---|
| Planned market launch |
Q1 2022 | July 2022 | July 2023 | December 2023 |
| Status | § Registration submission process already started |
§ Negotiations with supplier, already developed in Europe |
§ Dosages split across two suppliers, development ongoing |
§ Supplier contract signed, development ongoing |
| Competitive environment | § No other Single Pill provider with this combination |
§ Other Single Pill provider with this combination |
§ No other Single Pill provider with this combination |
§ No other Single Pill provider with this combination |
| Patient potential² | 661k | 151k | 330k | 486k |
| Total development cost |
EURm 1.9 | EURm 0.0 (exclusive licensing agreement) |
EURm 1.3 | EURm 2.5 |
| Mid-term annual revenue potential |
EURm 5 | EURm 3 | EURm 9 | EURm 3 |
Notes: (1) Main application essential hypertension; (2) Patient potential: Number of patients with same substance class combination in loose form Source: Patient INSIGHTS Analytics (PIA). A web-based pharma tool from INSIGHT Health GmbH & Co. KG; Company information
| Single Pill | Product | Patient potential | Development costs (estimate in EURm) |
Estimated launch (in years from now) |
Revenue potential (Y5 after launch, in EURm) |
|---|---|---|---|---|---|
| 1. | 2,467 | 1.8 - 2.2 |
3.5 | 20.2 | |
| 2. | 1,267 | 0.5 - 1.5 |
2.5 | 6.0 | |
| 3. | 305 | 1.8 - 2.2 |
2.5 | 1.4 - 2.8 |
|
| 4. | 270 | 1.8 - 2.2 |
4.0 | 6.5 | |
| Development | 5. | 2,467 | 0.5 - 1.5 |
2.5 | 2.3 |
| candidates | 6. | 188 | 2.5 – 3.0 |
4.0 | 12.0 |
| 7. | 216 | 1.8 - 2.2 |
8.0 | 7.5 | |
| 8. | 499 | 0.5 - 1.5 |
3.5 | 10.0 | |
| 9. | 409 | 0.5 - 1.5 |
3.5 | 12.0 | |
| … | |||||
| 1. | 1,440 | 0.0 | 0.5 | 4.5 - 5.0 |
|
| Exclusive | 2. | 378 | 0.4 | 0.7 | 4.5 - 5.0 |
| licensing agreements |
3. | 240 | 0.3 | 0.5 | 3.5 - 4.0 |
| … |
Clear Target of +20 Single Pills Portfolio Generating Revenues in 2026
Source: Patient INSIGHTS Analytics (PIA). A web-based pharma tool from INSIGHT Health GmbH & Co. KG; Company information 16
Source: Company information
| Issue Price | EUR 19.00 |
|
|---|---|---|
| Low | 4 June 2021 |
EUR 16.60 |
| High | 4 August 2021 | EUR 23.70 |
| Close | 10 August 2021 |
EUR 22.50 |
| Performance | +18.4% | |
| Market Cap | EUR 193.5 Mio. |
| Update | Institute | Recommendation | Target Price |
|---|---|---|---|
| 17 June 2021 |
Warburg | BUY | 41.00 |
| 29 July 2021 |
Hauck & Aufhäuser | BUY | 31.00 |
| 11 May 2021 |
Edison | * | * |
Notes: Edison Investment Research's qualitative research reports for scale issuers were prepared on behalf of Deutsche Börse without a price target or recommendation. Source: Deutsche Börse, Company information
1st
€
23
[email protected] T: +49 2173 89 55 4900 F: +49 2173 89 55 1521
Alfred-Nobel-Str. 10 40789 Monheim am Rhein Deutschland
apontis-pharma.de
24
Karlheinz Gast Chief Executive Officer Joined 1997
33 Years in Pharma
Thomas Milz Chief Product Officer Joined 1991
30 Years in Pharma
Dr. med. Matthias Wendl Head of Sales 19 Years in Pharma
Harald Weyand Head of Marketing 32 Years in Pharma
Extended Management
Dr. rer. nat. Susanne Endreß Head of Regulatory Affairs 26 Years in Pharma
Dr. med. Olaf Randerath Head of Medical Affairs 23 Years in Pharma
"Drug non-compliance is a stealth epidemic exacting a heavy toll on the healthcare system – our broad portfolio of Single Pills is designed to help tackle this epidemic"
30- 40- 50- 60- 70- Rise of Chronic Diseases Like Hypertension
Reached necessary target blood pressure 9.0m
German population 83.8m
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