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Immuron Ltd — Investor Presentation 2015
Oct 21, 2015
35121_rns_2015-10-21_8db7bc95-3827-4cad-821e-08b9b39322da.pdf
Investor Presentation
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Immuron to Present at the RedChip Global Online Microcap Conference
22[nd] October, 2015 – Melbourne, Australia: Mr Thomas Liquard, CEO of Immuron Limited (ASX: IMC; OTC US: IMROY), is scheduled to present at the RedChip Global Online Microcap Conference on Thursday 22[nd] October, 2015, at 9:30AM US Eastern time. The presentation can be viewed at www.RedChip.com.
A live Q&A session will follow the investor presentation. Investors can pre-submit their questions by visiting http://www.redchip.com/events/3/global-online-microcap-conference.
The RedChip Global Online Microcap Conference brings together investors and executives of leading microcap companies, representing a broad spectrum of industries and sectors, including oil & gas, technology, mining, healthcare, consumer goods, energy, and more. More than 10,000 investors attend RedChip’s microcap conference series each year.
No registration is required to participate in the conference. Start times are subject to change.
As previously announced, Immuron engaged Red Chip for the provision of certain US Investor Relations Services. On 20[th] August 2015 Red Chip released an Analyst Report which attracted significant online and market attention. A copy of this report is available at www.immuron.com/index.php/download_file//view/140/.
Contact:
Thomas Liquard Jon Cunningham Chief Executive Officer RedChip Companies, Inc. AUS Ph: +61 (0)3 9824 5254 US Tel: 0011 1-800-RED-CHIP (733-2447), ext. 107 Email: [email protected] Email: [email protected]
About RedChip Companies, Inc.
RedChip Companies, an Inc. 5000 company, is an international small-cap research, investor relations, and media company headquartered in Orlando, Florida with affiliate offices in San Francisco, Pittsburgh, and Seoul. RedChip delivers concrete, measurable results for its clients through its extensive global network of small-cap institutional and retail investors. RedChip has developed the most comprehensive platform of products and services for small-cap companies, including: RedChip Research™, Traditional Investor Relations, Digital Investor Relations, Institutional and Retail Conferences, Virtual Conferences, “The RedChip Money Report: Small Stocks Big Money”™ television show, Shareholder Intelligence, Strategic Marketing, Crisis Management, Social Media and Blogging Services, and Webcasts. www.redchip.com
Suite 1, 1233 High Street Armadale, Victoria AUSTRALIA 3143
www.immuron.com ABN: 80 063 114 045
Phone: + 61 (0)3 9824 5254 Facsimile: + 61 (0)3 9822 7735
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COMPANY PRESENTATION
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October 2015
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Forward-Looking Statement
Certain statements made in this presentation are forward-looking statements and are based on
Immuron’s current expectations, estimates and projections. Words such as “anticipates,” “expects,”
“intends,” “plans,” “believes,” “seeks,” “estimates,” “guidance” and similar expressions are intended to
identify forward-looking statements.
Although Immuron believes the forward-looking statements are based on reasonable assumptions,
they are subject to certain risks and uncertainties, some of which are beyond Immuron’s control,
including those risks or uncertainties inherent in the process of both developing and commercializing
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Corporate Overview
•
Unique and Leverageable Platform – Proprietary oral immunotherapy
technology targeting microbiome and inflammation with broad utility
•
Attracting Leading Collaborations – NIH, Renowned experts and institutions
•
Strong Pipeline – High value indications, with leading competitive profiles
•
Phase II in NASH (Fatty-Liver Disease)
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NASH and Two Phase II studies in progress with ASH: an increasingly alluring potential upside
Travelan:
Pipeline:
Revenues growing and positioned to grow further with successful USA launch Progressing; potential for multi-billion $ assets
Cap Profile: Robust
Financials:
Debt free, cash in the bank until after completion of NASH trial
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… With Significant Room for Valuation Upside
NASH Peer Comparables
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Strong Financial Position:
•
Ticker Code: IMC.AX (Australia)
• Share price: (as at 22 October 2015) AUD$0.51; USD$0.37
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PIPELINE
- IMM-124E (anti LPS + adjuvants) for NASH
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NASH – Pathogenesis
IMM-124E – MOA
Unique Properties
1 2
Decrease systemic and local inflammation
Decreases liver inflammation - Improves liver function9
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Fibrotic Liver
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IMM-124E Treated Liver
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IMM-
124E
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Mizrahi M. 2013, AASLD; Hepatology 751A
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Group A: Group B: Control Naïve anti LPS Group C: Group D: Treated Treated
Group A: Group B: Naïve Control anti LPS
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Group C: Group D: Group C: Group D:
Treated Treated Treated Treated
Decreased Portal Inflammation
Improved Metavir Fibrosis Score
3 4
3.4
2.4 3.5
2.5
3
2
2.5
1.4 1.33
1.8
1.5 2
1 0.66 1.5 1
1
0.5 p<0.0009
p<0.02 0.5
0 ^^ p<0.0003
0 ^^ p<0.01 0
A B C D A B C D
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Mizrahi M. 2013, AASLD; Hepatology 751A
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Improved Liver Enzymes
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Improved HBA1C, OGTT and HOMA
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Mizrahi M, J Inflamm Res. 2012;5:141-50
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NASH – A $35B - $40B Market
Major Commercial Opportunity
•
25% of the US population has NAFLD
•
5% of the population will develop NASH
•
No treatments approved
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Estimated Market Size: $35B - $40B USD by 2025 (Deutsche Bank)
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- IMM-529 for Clostridium Difficile
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Center for Disease Control (CDC) Antibiotic Resistance Threats in the United States, 2013
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Prophylaxis – Demonstrating effectiveness in 80% of cases
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Treatment – Prevented death in 80% of cases
Prophylaxis
Treatment
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TRAVELAN[®] Stop it before it starts
-
Marketed in the US, Australia by Immuron and by Paladin/Endo in Canada
-
Global market estimate: US$ 600M - 1.2B
-
All-natural product;
-
Clinically proven
-
SAFE
-
OTC
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Strong brand loyalty
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Multiple life-cycle opportunities
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Country Discussions Term Sheet Licensed Regulatory In Market Canada South Korea Other Asian Countries United States
India China
- Regulatory application preceding partnering engagement
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SUMMARY
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NASH and Two Phase II studies in progress with ASH: an increasingly alluring potential upside Travelan:
Revenues growing and positioned to grow further with successful USA launch Progressing; potential for multi-billion $ assets
Pipeline:
Cap Profile: Robust
Financials:
Debt free, cash in the bank until after completion of NASH trial
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The Board and Management
Chairman
Non-executive Director
Non-executive Director
Chief Executive Officer
Head of Medical
COO & Scientific Officer
Clinical Director
Manufacturing Quality Director
Medical and Scientific Advisor
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THANK YOU
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