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Company introduction Dr Carl Firth - Chairman & CEO May 2017 - PowerPoint PPT Presentation

00500/CF Company introduction Dr Carl Firth - Chairman & CEO May 2017 00500/CF Disclaimer All materials and information set out herein are for reference only and whilst we make every effort to ensure accuracy and completeness, we cannot


  1. 00500/CF Company introduction Dr Carl Firth - Chairman & CEO May 2017

  2. 00500/CF Disclaimer All materials and information set out herein are for reference only and whilst we make every effort to ensure accuracy and completeness, we cannot guarantee this. We make no recommendation as to the competence or suitability of persons or entities referenced herein (if any). Nothing herein constitutes an invitation or offer to invest in or deal in the securities of ASLAN. Anyone considering investment in ASLAN should refer to the information officially published the Taiwan Stock Exchange Market Observation System (MOPS). All forward-looking statements attributable to us or any person acting on our behalf are expressly qualified in their entirety by this cautionary statement. Readers are cautioned not to place undue reliance on such forward-looking statements, which are inherently unreliable, and you should not rely on them. Any such forward- looking statement will have been based on ASLAN’s expectations, assumptions, estimates and projections about future events on the date(s) made. Actual outcomes are subject to numerous risks and uncertainties, many of which relate to factors beyond ASLAN’s control, that could cause them to differ materially from those expressed in a forward- looking statement. ASLAN has no obligation to update or otherwise revise any forward-looking statements to reflect the occurrence of unanticipated events or for any other reason. 2

  3. 00500/CF Biotech focused on immuno-oncology and other targeted therapies in Asia prevalent tumours Focus on Asia-prevalent tumours eg Gastric, biliary tract, liver Proprietary pipeline of 5 drugs Lead in phase 3 studies Strong cash position US$100M raised since inception and over US$10M revenues Partnerships with world-leading pharma and biotechs Including BMS, CSL, Almirall Led by clinical development veterans With global pharma experience Planning to list on Taipei Exchange Approved by TPEx Board in January 2017 3

  4. 00500/CF Company introduction 1. Company overview 2. Our portfolio 3. Financials 4. Comparable companies 5. Future milestones 4

  5. 00500/CF 1. COMPANY OVERVIEW 5

  6. 00500/CF ASLAN is a Cayman company, with Singapore operating company and subsidiaries in Taiwan, Australia, China C OMPANY O VERVIEW • Listco ASLAN (Cayman) • Corporate HQ ASLAN (Singapore) • Primary operating Co. ASLAN Taiwan ASLAN Australia ASLAN HK Major team supporting clinical development and ASLAN China investor relations. Local manufacturing and development activities. • Incorporation : Singapore (2010), Taiwan (2013), Cayman (2014), Australia (2014), China (2016) • Paid-in Capital: NT$ 1,157M (2016 Q3) • Chairman : Dr Carl Firth • Funding: Over US$ 100M raised in 5 rounds of fundraising • Address : Singapore: 83 Clemenceau Avenue, UE Square #12-03, Singapore 239920 Taiwan: 32F Int’l Trade Building Sec 1, 333 Keelung Rd., Taipei 11012, Taiwan 6

  7. 00500/CF Focus on tumour types that are prevalent in Asia, and are orphan diseases in the West C OMPANY O VERVIEW Patients in US Patients in Asia 8,000 Biliary tract cancer (BTC) 220,000 32,000 Gastric cancer 1,200,000 27,000 Hepatocellular carcinoma 482,000 21,000 Esophageal cancer 340,000 47,000 Cervical cancer 807,000 • Studies are run in Asia where the majority of patients are • Data is leveraged for approvals in US, EU and other global markets where often these are orphan diseases • Few – if any – approved therapies for these indications 7

  8. 00500/CF Our business model ASLAN is new drug development biotech company, fully responsible for C OMPANY O VERVIEW the development and commercialisation of our drugs. Discovery Clinical Commercial Outlicense to pharma Inlicense from companies in selected territories ASLAN runs clinical development and manufacturing Discover proprietary drugs ASLAN commercialises in through collaborations selected Asian territories Outsourcing CROs CMOs We retain rights to selected Asian countries & US to retain long-term value, partner elsewhere to generate near term licensing revenues Short term Medium term Long term Licensing revenues Sales in fast to market indications Global indications (upfronts, milestones) (Asia prevalent, orphan in West) (like breast or CRC) 8

  9. 00500/CF Developing drugs throughout Asia and beyond C OMPANY O VERVIEW South Korea US ASLAN Japan China ASLAN Taiwan HK Philippines ASLAN Singapore Australia New Zealand ASLAN offices Other countries where we operate 9

  10. 00500/CF Key milestones Capital raised (US$) C OMPANY O VERVIEW 120 Inlicensed Inlicensed ASLAN005 Modybodies 100 US$100M raised since inception 80 60 Outlicensed Outlicensed Inlicensed Inlicensed ASLAN001 ASLAN002 40 ASLAN003 ASLAN004 (Korea) (Global) Inlicensed Inlicensed 20 ASLAN001 ASLAN002 Orphan status Orphan status granted for GA granted for CCA 0 2010 2011 2012 2013 2014 2015 2016 2017 10

  11. 00500/CF Highly experienced team with global pharmaceutical experience C OMPANY O VERVIEW Position Experience Over 20 years each in pharma Dr Carl Firth and biotech. Head of New Portfolio (China) Head of Asia Healthcare Banking CEO Head of BD (Asia) Participated in development Dr Bertil Lindmark of Head of Development, R&I Global Head of R&D CMO many Head of Development, Japan CSO blockbusters. Dr Mark McHale Head of Molecular Sciences, R&I COO Head of early asthma portfolio Jeff Tomlinson CBO Ben Goodger General Counsel Senior partner and head of IP Partner Kiran Asarpota VP of Finance Group finance director Chih-Yi Hsieh GM Taiwan, VP Medical Oncologist, Taipei VGH Medical advisor 11

  12. 00500/CF Scientific advisory board with world-renowned experts in oncology C OMPANY O VERVIEW Position Experience Sir David Lane Chairman Chief Scientist Founder and CEO Head of P53 research institute Professor Patrick Tan Professor Associate director Dr Yong Wei Peng Senior consultant Adjunct Senior Research Fellow Dr Matthew Ng Medical oncologist Deputy director 12

  13. 00500/CF International shareholder base with strong backing from institutions C OMPANY O VERVIEW Management & Taiwan Institutional Employee Management and employee holdings represent 20% of 7% 7% issued share capital Others (fully diluted) 23% 63% Foreign Institutional 13

  14. 00500/CF Over US$100M raised to date from investors in Asia and the US C OMPANY O VERVIEW (Merck invested fund) United States Japan China HK Taiwan Singapore (Temasek subsidiary) 14

  15. 00500/CF 2. OUR PORTFOLIO 15

  16. 00500/CF Rich pipeline with 5 drugs in the portfolio, 3 in clinic O UR P ORTFOLIO Program Target Indication Disc PC Ph 1 Ph 2 Pivotal Originator BTC Gastric cancer Varlitinib/ panHER ASLAN001 Growth pathway inhibitor Breast cancer Colorectal cancer BMS acquired global MET/RON ASLAN002 Solid tumours rights in 2016 Immune checkpoint inhibitor AML, DHODH ASLAN003 Solid tumours Metabolic stress inducer via p53 IL4/13 Asthma, ASLAN004 Macrophage anti-tumour Solid tumours enhancer RON ASLAN005 Solid tumours Immune checkpoint inhibitor mAb fragments Modybodies Oncology 3 IO targets (targets not disclosed) Our therapies target biomarker-defined subsets of disease, focusing on patients most likely to respond. 16

  17. 00500/CF Overview of varlitinib (ASLAN001) • Small molecule based reversible pan-HER inhibitor with balanced V ARLITINIB inhibition across all HER receptors • Global rights (all indications) licensed from Array BioPharma • Studied in over 300 patients to date, with good tolerability and demonstrated efficacy in BTC, gastric, breast, CRC • Orphan status approved for CCA 1 and GC by US FDA • Korean rights r territorieslicensed to Hyundai Pharmaceuticals in 2015 • Strong IP protection including composition of matter in majo Program Indication PC Ph 1 Ph 2 Pivotal Positioning BTC First in class Gastric cancer First in class Varlitinib (ASLAN001) Breast cancer Best in class Colorectal cancer First in class 1 CCA (cholangiocarcinoma) is a major subset of BTC 17

  18. 00500/CF Varlitinib has the potential to block tumour growth in a wide range of tumours V ARLITINIB • The HER family of receptors is responsible for HERCEPTIN driving growth in many tumours HER2 • Many approved drugs target these receptors • HER-selective drugs such as Herceptin target only one type of HER receptor (HER2) Downstream signalling blocked. • They are effective in certain patient subsets that No growth / proliferation are driven specifically by HER2 HERCEPTIN HER2 HER1 HER3 HER4 • However, blocking just one of these receptors is ineffective for the majority of patients • Many of these are driven by combinations of HER1, HER2 , HER3 and HER4 Downstream signalling leading to growth and proliferation VARLITINIB • Varlitinib is a pan-HER inhibitor and blocks all of these receptors, shutting down growth in a much broader range of tumours Downstream signalling blocked. No growth / proliferation 18

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