Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

BIOTRON LIMITED Investor Presentation 2016

May 3, 2016

64528_rns_2016-05-03_3f1df49c-fa96-4adc-851b-af12065041eb.pdf

Investor Presentation

Open in viewer

Opens in your device viewer

==> picture [227 x 35] intentionally omitted <==

Level 2, 66 Hunter Street Sydney NSW 2000 Tel: (61-2) 9300 3344 Fax: (61-2) 9221 6333 E-mail: [email protected] Website: www.biotron.com.au

4 May 2016

The Manager Companies ASX Limited 20 Bridge Street Sydney NSW 2000

(12 pages by email)

Dear Madam

PRESENTATION AT BIOTECH INVEST 2016

I attach a presentation which is being delivered this week by Biotron Limited to the Biotech Invest conferences in Singapore and Hong Kong. Biotech Invest provides a unique opportunity to showcase the Company’s product pipeline and its investment potential to an international audience of investors and potential partners.

As highlighted in the presentation:

  • Biotron’s lead compound, BIT225, is a first-in-class, novel compound which has been shown to have pan-genotype activity against Hepatitis C (HCV), including hard to treat HCV genotypes 1a, 1b and 3.

  • China represents a potentially large market with 30 million people reported to be infected with HCV.

  • BIT225 has also shown clinical efficacy in reducing HIV virus levels in hidden reservoirs which are not sensitive to current anti-HIV drugs and which, if untreated, can lead to chronic life-long infection.

  • Biotron’s core expertise is in the design and development of drugs that target a class of virus protein known as viroporins which have a key role in the virus life cycle of a very broad range of viruses, many of which have caused worldwide health issues such as Dengue, Hepatitis B, Ebola, Middle East Respiratory virus, Influenza and Zika viruses.

Yours sincerely

==> picture [95 x 60] intentionally omitted <==

Peter J. Nightingale Company Secretary

pjn8471

Enquiries

Dr Michelle Miller Managing Director Biotron Limited +61-2 9805 0488 +61-(0)412313329

Rudi Michelson Monsoon Communications +61-3 9620 3333

BIOTRON
LIMITED (ASX:BIT)

Singapore
Biotech
Invest
2016 Asia
Biotech
Invest
2016

==> picture [720 x 50] intentionally omitted <==

This
presenta,on
may
contain
forward-­‐looking
statements
with
respect
to
the
financial
condi,on, results
and
business
achievements/performance
of
Biotron
Limited
(ACN
086
399
144)
and
certain of
the
plans
and
objec,ves
of
its
management.
These
statements
are
statements
that
are
not historical
facts.
Words
such
as
“should”,
“expects”,
“an,cipates”,
“es,mates”,
“believes”
or
similar expressions,
as
they
relate
to
Biotron
Limited,
are
intended
to
iden,fy
forward-­‐looking
statements. By
their
nature,
forward-­‐looking
statements
involve
risk
and
uncertainty
because
they
reflect Biotron’s
current
expecta,ons
and
assump,ons
as
to
future
events
and
circumstances
that
may
not prove
accurate.
There
is
no
guarantee
that
the
expected
events,
trends
or
results
will
actually occur.
Any
changes
in
such
assump,ons
or
expecta,ons
could
cause
actual
results
to
differ materially
from
current
expecta,ons.

==> picture [720 x 50] intentionally omitted <==

• Clinical
stage
drug
development
company

  • Drug
    development
    plaWorm
    for
    new
    class
    of
    an,viral
    drugs

  • Phase
    2
    clinical
    programs
    for
    Hepa,,s
    C
    virus
    (HCV)
    and
    HIV-­‐1

  • Earlier
    stage
    programs
    include
    Dengue,
    Influenza
    and
    others

  • • Headquartered
    in
    Sydney,
    Australia


INDICATION

COMPOUND
DISCOVERY PRECLINICAL PHASE 1 PHASE 2 PHASE 3
Hep C BIT225
HIV-1/Hep C BIT225
HIV-1 BIT225
Next gen – Hep C BIT314
Dengue, Infuenza Leads

==> picture [720 x 50] intentionally omitted <==

**Biotron’s

Core
Technology**

Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
BIT314 (HCV)
Compounds screened in
proprietary assay set up for
each virus target e.g. HIV-1
Vpu; HCV p7; Infuenza M2;
Dengue M; Coronavirus E.
Hits tested against
~~virus~~ ~~in~~ ~~cell~~
cultures
Lead
op,misa,on
and selec,on
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)

BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse
DENGUE –
~~Several~~
compounds
with
promising
anZviral
acZvity
OTHERVIRUSES –
Secondary
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
OTHER “HITS” IN LIBRARY include:

-
Infuenza A and B
-
Coronaviruses
~~-~~
~~Including~~ ~~SARS~~
-
Epstein-Barr virus(EBV)
-
HepaZZs B virus (HBV)
Designed library of
compounds to target
viroporins:
IniZally >250 compounds
design~~ed~~ ~~and~~ ~~synthesised;~~
librarynow ~350
~~d~~ ~~and~~ ~~synthesised;~~
ow ~350

-
Epstein-Barr virus(EBV)

its tested against
-
HepaZZs B virus (HBV)
DENGUE –
~~Sl~~
~~virus~~ ~~in~~ ~~cell~~
cultures
OTHERVIRUSES –

OTHERVIRUSES –
~~evera~~
compounds

Secondary
with
promising
anZviral
acZvity
~~screening~~ ~~of~~ ~~hits~~
against key
viruses e.g. Hep
B, infuenza, Zika,
Ebola etc
BIT225 is a representaZon of
the value that resides within
Biotron’s core experZse

BIT225
(HIV-­‐1
and
HCV)

==> picture [164 x 54] intentionally omitted <==

**BIT225


First
of
a
New
Class
of
HCV
DAA
Drugs**

POLYMERASE/PROTEASE INHIBITORS
e.g. Sofosbuvir/Simeprevir BIT225
-­‐
ASSEMBLY/ BUDDING
INHIBITOR

ü Novel,
oral,
small
molecule
compound

ü Only
one
of
its
class
(p7
inhibitor)
in
clinical
trials

ü Inhibits
viral
assembly
and
infec,vity

ü Pan-­‐genotype
ac,vity:

ü Ac,ve in
vitro
against
all
main
genotypes

  • ü Clinically
    ac,ve
    against
    hard-­‐to-­‐treat
    HCV
    GT 1
    (1a
    and
    1b)
    and
    GT
    3

==> picture [720 x 50] intentionally omitted <==

  • ~~HCV market predicted to earn US$36 billion in 2018~~

• 180
million
infected
worldwide
(3%
world
popula,on)

• Recent
new
HCV
drug
combina,ons
are
good,
but
not
op,mal • Lengthy
treatment

12
weeks
or
more

• Not
pan-­‐genotypic
BIT225
is
pan-­‐genotypic
in
vitro

  • The
    new
    HCV
    drugs
    are
    EXPENSIVE!!!

  • Very
    large
    markets
    currently
    untapped
    ex-­‐USA/Europe • 30
    million
    in
    China

• Poten,al
for
another
class
of
DAA
such
as
BIT225: • Shorten
treatment
,mes
and
reduce
costs

  • Unmet
    need
    in
    markets
    within
    Asia
    region

==> picture [720 x 50] intentionally omitted <==

**HIV-­‐1:

Towards
a
Cure**

==> picture [289 x 303] intentionally omitted <==

  • HIV-­‐1
    remains
    hidden
    in
    reservoirs,
    leading
    to
    chronic,
    life-­‐ long
    infec,on

  • Invisible
    to
    body’s
    immune
    defenses

  • Not
    sensi,ve
    to
    an,-­‐HIV-­‐1
    drugs

  • Pa,ents
    need
    to
    stay
    on
    an,retroviral
    drugs
    to
    keep
    virus levels
    under
    control

  • Long-­‐term
    health
    implica,ons

New
drugs
are
needed
to
eradicate
or
cure
HIV-­‐1
infec,on

  • BIT225
    has
    shown
    clinical
    efficacy
    in
    reducing
    virus
    levels in
    reservoir
    cells

  • Key
    Phase
    2
    trial
    anZcipated
    to
    commence
    mid-­‐2016

==> picture [720 x 38] intentionally omitted <==

Renewed
industry
interest
in
targe,ng
viral
diseases
including

  • Respiratory
    syncy,al
    virus
    (RSV)

  • Hepa,,s
    B
    virus

  • Tropical
    diseases
    including
    Dengue

  • Influenza
    (in
    par,cular
    drug
    resistant
    strains)

  • Ebola
    and
    MERS-­‐CoV
    outbreaks
    have
    caused
    public
    health
    issues
    worldwide

  • BIT225
    has
    demonstrated
    the
    robustness
    of
    Biotron’s
    approach

  • Compounds
    with
    ac,vity
    against
    other
    key
    viruses;
    secondary
    screening
    is
    in
    progress;
    aim
    to iden,fying
    candidates
    to
    progress
    into
    IND-­‐enabling
    studies

  • Seeking
    partnerships
    for
    HIV-­‐1
    and
    HCV
    programs,
    as
    well
    as
    earlier
    stage
    programs,
    in
    par,cular within
    Asian
    region

**Dengue

Virus
Program**

  • 2.5 billion people (40% world popula,on) live in areas at risk of
    Dengue

  • ~100
    million
    people
    infected
    yearly

  • A
    leading
    cause
    of
    illness
    and
    death
    in
    tropics
    and
    subtropics

  • Transmission
    is
    by
    mosquito;
    most
    preven,on
    programs target
    the
    vector

==> picture [255 x 125] intentionally omitted <==

  • No
    approved
    Dengue-­‐specific
    therapeu,c
    drug

  • Vaccine
    trials
    have
    had
    disappoin,ng
    results

  • Biotron
    is
    targe,ng
    Dengue
    M
    protein

    Similar
    target
    to HIV-­‐1/Vpu
    and
    HCV/p7

  • Several
    compounds
    with
    promising
    ac,vity
    have
    been generated;
    tests
    are
    on-­‐going

==> picture [255 x 141] intentionally omitted <==

----- Start of picture text -----

www.sciencenews.org
----- End of picture text -----

==> picture [720 x 50] intentionally omitted <==

**Key

Financial
Metrics**

6
Month
Share
Price
Performance
Ticker
Code ASX:
BIT Share
Price
(29/04/16) A
$0.063 Ticker
Code ASX:
BIT Market
cap A
$20
million Share
Price
(15
Sept
2014) A
$0.115 12
Month
Trading
Range A
$0.041

0.150 Market
cap A
$26.3
million Shares
Outstanding 313
million 12
Month
Trading
Range A
$0.075

0.315 Op,ons
(BITO) 50.7
million
$0.12
expiry
30/09/16 Shares
Outstanding 228
million Cash Posi,on (09/2015) Board A $4.7 million Cash
Posi,on
(06/14) A
$1.76mn ~~Michael Hoy Non-execu,ve Chairman~~ Michelle
Miller Managing
Director Susan
Pond Non-­‐execu,ve
Director Rob
Thomas Non-­‐execu,ve
Director Denis
Wade Non-­‐execu,ve
Director

Dr
Michelle
Miller Managing
Director +61
412
313329 [email protected] www.biotron.com.au

==> picture [420 x 60] intentionally omitted <==

==> picture [720 x 50] intentionally omitted <==