Q4 2015 PRESENTATION February 9, 2016 Per Walday, CEO Ronny Skuggedal, CFO



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Transcription:

Q4 2015 PRESENTATION February 9, 2016 Per Walday, CEO Ronny Skuggedal, CFO 1

PCI BIOTECH Important notice and disclaimer This presentation may contain certain forward-looking statements and forecasts based on uncertainty, since they relate to events and depend on circumstances that will occur in the future and which, by their nature, will have an impact on PCI Biotech s business, financial condition and results of operations. The terms anticipates, assumes, believes, can, could, estimates, expects, forecasts, intends, may, might, plans, should, projects, programmes, will, would or, in each case, their negative, or other variations or comparable terminology are used to identify forward-looking statement. There are a number of factors that could cause actual results and developments to differ materially from those expressed or implied in a forward-looking statement or affect the extent to which a particular projection is realised. Factors that could cause these differences include, but are not limited to, implementation of PCI Biotech s strategy and its ability to further grow, risks associated with the development and/or approval of PCI Biotech s products candidates, ongoing clinical trials and expected trial results, the ability to commercialise fimaporfin (Amphinex ), technology changes and new products in PC Biotech s potential market and industry, the ability to develop new products and enhance existing products, the impact of competition, changes in general economy and industry conditions and legislative, regulatory and political factors. No assurance can be given that such expectations will prove to have been correct. PCI Biotech disclaims any obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. 2

HIGHLIGHTS Q4 2015 Bile duct study Completed dose escalation in the bile duct cancer study, with promising early signs of efficacy Strategic refocusing Progressing the vaccination technology towards clinical validation Partnering Research agreement signed with Ultimovacs currently three active research collaborations with commercial entities Moved to OCCI Enables us to further develop and capitalise on the close cooperation with the Radium Hospital where the PCI technology originated 3

PCI BIOTECH AT A GLANCE Unlocking the potential of innovative medicines A listed (PCIB:NO) cancer-focused biotech company Photochemical internalisation ( PCI ) technology, originating from the Norwegian Radium Hospital Clinical Program - Phase I/II with fimaporfin (Amphinex ) for the orphan indication inoperable bile duct cancer Pre-clinical programs - Vaccination technology that provides strongly enhanced T-cell responses - Efficient intracellular delivery of macromolecules, such as nucleic acid therapeutics PCI deliver drugs into cells through illumination D The active molecule S The PCI component T The target 4

PCI BIOTECH Three promising development areas Local cancer treatment 1 2 PCI vaccination technology Bile duct cancer Focus on therapeutic vaccination PCI induce presentation on MHC class I Make it possible to achieve cytotoxic T-cell response with protein/ peptide vaccines Can solve a key challenge for many vaccine approaches 3 PCI macromolecule delivery PCI development pipeline sirna & other oligos Gene therapy Immunotoxins 5

BILE DUCT CANCER A rare but fatal disease Five year survival less than 5% Remarkable resistance to chemotherapy Estimated market potential of up to USD 500m for efficacious treatment Phase I/II trial ongoing with fimaprofin combination with gemcitabine open-label, multi-center trial in up to 45 patients activation of fimaporfin by intraluminal illumination 6

BILE DUCT CANCER Progressing into Phase II with promising early signs of efficacy Why target bile duct cancer? Significant inoperable patient population with high unmet local treatment need No approved medical treatments Limited development pipeline Active chemotherapy enhanced by PCI Easy access with light through routine endoscopic methods Current status and plans Safety driven Phase Ib completed Fourth dose cohort concluded Jan 2016 no safety concerns Promising early signs of efficacy in previous dose cohort Progressing into Phase II Increasing the number of sites for Phase II Attractive due to orphan benefits and absence of satisfying treatments 7

Clinical phase I/II study in bile duct cancer Phase I Preliminary response data 6 months radiology (CT) data from 3 dose cohorts: Cohort Amphinex dose Light dose PD SD PR CR NA* Cohort 1 0.06 mg/kg 15 J/cm 1 1 1 Cohort 2 0.06 mg/kg 30 J/cm 3 Cohort 3 0.12 mg/kg 30 J/cm 1 1 1 Cohort 4 0.25 mg/kg 30 J/cm Not yet available subjects on-going PD: Progressive disease (>25% growth) SD: Stable Disease PR: Partial Response (>30% shrinkage) CR: Complete Response (no visible tumour) * Not measurable / Not evaluable 8

PCI VACCINATION Opportunity to play a key role in second generation immunotherapy Unique mode of action indication of CTL-induction by MHC class I antigen presentation in dendritic cells and macrophages Broad applicability peptide and protein antigens particulate antigen formulations prophylactic & therapeutic vaccination Safety confirmed in Phase I studies Excellent stability stable at room temperature stable in solution can be autoclaved Cost effective synthesis 9

PCI VACCINATION Improving the efficacy of therapeutic cancer vaccines 1,4 PCI induces CD8, CD4 and antibody responses IFN-g producining cells (5); antibody rsponse (rel. unit) 1,2 1,0 0,8 0,6 0,4 0,2 0,0 Untreated HBV HBV + PCI HBV + Poly(IC) CD8 median CD4 Median ab (median) HBV + Poly(IC) +PCI Promising data from preclinical testing: Elicit strong responses in all important aspects of immune responses Induce antigen-specific killer T-cells Works in synergy with other state-of-the-art vaccine enhancement technologies Opportunity for clinical validation 10

RESEARCH COLLABORATIONS Three active collaborations within nucleic acid therapeutics and vaccination Top-10 large pharma company RXi Pharmaceuticals Ultimovacs Agreement signed in 3Q 2015 Evaluate synergistic effects between companies technologies One of the global leaders in nucleic acid therapeutics Collaborative research funded and initiated Data generated in research collaboration to be evaluatedpotential for a further partnership Agreement signed 2Q 2015 RXi Pharmaceuticals listed on Nasdaq (NASDAQ: RXII) Discovers and develops innovative therapeutics within dermatology and ophthalmology Results achieved from this research collaboration to be evaluatedpotential for closer collaboration Agreement signed 1Q 2016 Ultimovacs AS, Norwegian immunotherapy company Developing UV1, a therapeutic cancer vaccine directed against human telomerase Results from this research collaboration to be evaluatedpotential for closer collaboration 11

FINANCE Key financial figures (In NOK 1,000) Q4 2015 Q4 2014 FY 2015 FY 2014 Other Income 3 323 1 542 10 467 7 297 Operating costs 11 862 11 807 43 096 43 769 Operating results -8 539-10 265-32 629-36 472 Financial items 160 59 707 632 Comprehensive income -8 379-10 206-31 922-35 840 Cash & cash equivalents 49 249 15 754 49 249 15 754 Total debt 12 114 11 269 12 114 11 269 Net cash flow from operations -4 648-3 891-31 974-30 862 More than mnok 10 in non-dilutive funding for FY 2015 appr. 1/4 of burn rate covered through public grants Positive impact on net cash flow in Q4 through SkatteFUNN receivables Financed through 2016, at current cost base 12

PCI BIOTECH Well positioned for attractive development opportunities Main focus going forward: Progress of the Phase I/II bile duct cancer study Entering Phase II Clinical validation of the immunotherapy results Progress towards first in man study Partnering and alliance progress Further collaborations and agreements 13

POTENTIAL VALUE INFLECTION POINTS Enhancing the value of an investment in PCI Local cancer treatment 1 2 PCI vaccination Data from bile duct cancer trial Initiation of phase II trial Data from phase II trial Partnering deal Initiation of PoC trial in humans Data from PoC trial R&D collaborations Partnering deals 3 Nucleic acid therapeutics Progress of ongoing research collaborations New research collaborations Partnering deals 14

PCI BIOTECH HOLDING ASA Enquiries CEO Per Walday Cell phone: +47 917 93 429 Telephone: +47 67 11 54 00 E-mail: pw@pcibiotech.com CFO Ronny Skuggedal Cell phone: +47 940 05 757 Telephone: +47 67 11 54 00 E-mail: rs@pcibiotech.com www.pcibiotech.com 15