TSX Venture: RVV OTCQB: RVVTF...LIVER DISEASE OPPORTUNITY § Potential $19.5 Billion market by 2022;...
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TSX Venture: RVV OTCQB: RVVTF Corporate Presentation December 2017 Revive Therapeutics Ltd. | Office: 905-605-5535 | E-mail: [email protected]
Transcript of TSX Venture: RVV OTCQB: RVVTF...LIVER DISEASE OPPORTUNITY § Potential $19.5 Billion market by 2022;...
TSX Venture: RVVOTCQB: RVVTF
Corporate PresentationDecember 2017
Revive Therapeutics Ltd. | Office: 905-605-5535 | E-mail: [email protected]
FORWARD LOOKING STATEMENTS
Certainstatementscontainedinthispresentationconstituteforward-lookinginformationwithinthemeaningofsecuritieslaws.Forward-lookinginformationmayrelatetoourfutureoutlookandanticipatedeventsorresultsandmayincludestatementsregardingourfuturefinancialposition,businessstrategy,budgets,litigation,projectedcosts,capitalexpenditures,financialresults,taxesandplansandobjectives.Insomecases,forward-lookinginformationcanbeidentifiedbytermssuchas“may”,“will”,“should”,“expect”,“plan”,“anticipate”,“believe”,“intend”,“estimate”,“predict”,“potential”,“continue”orothersimilarexpressionsconcerningmattersthatarenothistoricalfacts.Thesestatementsarebasedoncertainfactorsandassumptionsregarding,amongotherthings,expectedgrowth,resultsofoperations,performance,andbusinessprospectsandopportunities.Whileweconsidertheseassumptionstobereasonablebased oninformationcurrentlyavailabletous,theymayprovetobeincorrect.Forwardlooking-informationisalsosubjecttocertainfactors,includingrisksanduncertaintiesthatcouldcauseactualresultstodiffermateriallyfromwhatwecurrentlyexpect.Thesefactorsinclude,amongotherthings,theavailabilityoffundsandresourcestopursuedevelopmentprojects,thesuccessfulandtimelycompletion ofclinicalstudies,andtheabilitytotakeadvantageofbusinessopportunities,thegrantingofnecessaryapprovalsbyregulatory authorities,andgeneraleconomic,marketandbusinessconditions.FormoreexhaustiveinformationontheserisksanduncertaintiesyoushouldrefertoourmostrecentlyfiledAnnualInformationFormwhichisavailableatwww.sedar.com.Forward-lookinginformationcontainedin thispresentationisbasedonourcurrentestimates,expectationsandprojections,whichwebelievearereasonableasofthecurrentdate.Youshouldnotplaceundueimportanceonforward-lookinginformationandshouldnotrelyuponthisinformationasofanyotherdate. Whilewemayelectto,weareundernoobligationanddonotundertaketoupdatethisinformationatanyparticulartime.
REVIVE THERAPEUTICS§ Commercializingnovelmedicalcannabisproductsandcannabinoidpharmaceuticals
§ Proprietarydeliverytechnologyandnovelcannabinoidpharmaceuticalspipeline
§ Targeting+$50billionglobalmedicalcannabismarketandglobalpharmaceuticalsmarket
§ Partneringwithlicensedmedicalcannabisproducersandpharmaceuticalcompanies
§ Experiencedmanagementteam,scientific&clinicaladvisors,strategicrelationships,intellectualproperty
§ Uniqueopportunityforinvestorstoinvestinthemedicalcannabisandcannabinoidpharmaceuticalsmarket
MEDICAL CANNABIS MARKET
CannabishasshownthepotentialtotreatabroadrangeofdiseasesPain Alzheimer’s Hepatitis
Autism Parkinson’s CNSDisorders
Epilepsy Cancer Crohn’s&Colitis
Glaucoma Liver Arthritis
Nausea Lupus Tourrette’s
Concussions Migraines AIDS/HIV
SleepDisorders Skindisorders Kidney
Musclespasm PTSD Cachexia
...alsoover100diseases
USD 55.8 Billion Global Medical Cannabis Market Size By 2025
(Source:GrandviewResearch2017,NEnglJMed2013;368:e30May30,2013)
76% of physicians in favor of the use of marijuana for medicinal purposes
CANNABINOID PHARMACEUTICALS MARKET§ TheWorldwideprescriptiondrugmarkettoreach$1.12trillionby2022
§ Cannabinoids(i.e.Delta9-tetrahydrocannabinol(THC)andCannabidiol)haveshowneffectivenessintreatingabroadrangeofdiseases
§ Research,developmentandcommercializationofcannabinoidpharmaceuticalsindustryisstillinitsinfancy
Source:EvaluatePharma2016
Potentialdiseasesforcannabinoidpharmaceuticals:• Pain• Liver• Skin• Epilepsy• Osteoarthritis• FragileXSyndrome• Anxiety• Addiction• Cognition• Memory• Neuroprotection• Sleep• Tumors• Fibromyalgia• Appetite• NauseaandVomiting• Spasticity
REVIVE STRATEGY AND BUSINESS MODELCommercializenovelmedicalcannabisproductsandcannabinoidpharmaceuticals
MedicalCannabisMarketCommercializepatenteddeliverytechnology
(USpatent#8642088)
CannabinoidPharmaceuticalsMarketResearchanddevelopnovelandnewusesof
cannabinoidmedicines
Commercialpartnershipswithlicensedmedicalcannabisproducers
Developmentandcommercialpartnershipswithpharmaceuticalcompanies
Potentialmonetizationfromdevelopment,milestoneandroyaltyfees,andjointventureproductsales
MEDICAL CANNABIS OPPORTUNITY
CANADA§ 67AuthorizedLicensedProducersofCannabis
forMedicalPurposesandover1,600applicants
§ ~$3billionmarketpotentialby2024
§ ~750,000medicalcannabispatientsby2024(Source:Gov’tofCanada,XIICapital)
UNITEDSTATES§ Thousandsoflicensedproducersin44states
withmedicalcannabislaws(i.e.3,000inCalifornia)
§ ~$11billionmarketpotentialby2020
§ Currently+2millionmedicalcannabispatients(Source:ArcviewMarketResearch,ASA2017)
§ Licensedproducersfocusingonmedicalcannabisstrategyandpartneringwithdeliverytechnologyfirms
§ LP-Deliverypartnerships:CannTrust-Apotex,Aphria-Delivra,andCanopy-Skinvisible
§ Strategytocommercializedifferentiated,scientificallyandclinicallyvalidatedmedicalcannabisproductstomonetizeitsinfrastructure,tostaycompetitive,andtogrowpatientandphysicianadoption
§ Numberoflicensedproducerslacktechnologyandknow-howtodevelopclinicallyvalidatedproducts
CANNABINOID PHARMACEUTICALS OPPORTUNITY
§ Prescriptioncannabinoidmedicines(i.e.FDA&EUapproved)offersuntappedmulti-billiondollaropportunitiesinabroadrangeofdiseases
§ Knownpublicly-tradedcompaniesfocusedoncannabinoidpharmaceuticals:
NASDAQ:GWPH NASDAQ:INSY OTC: AXIM NASDAQ:ZYNE
$3.7BillionMarketCap $500MillionMarketCap $375MillionMarketCap $160Million MarketCap
Sativex™MSSpasticity
SYNDROS™Nausea/Anorexia
Development productsMS/Spasticity,
Parkinson’s,Crohn’s
Development productsNeuropathicpain,
Epilepsy
PRODUCT PIPELINEMEDICAL CANNABISPRODUCTS
ProductCandidates TargetIndications AddressableMarketSize
US/CanadaPatients
StageofDevelopment
TopicalHydrogel
Chronicpain:Neuropathy,Fibromyalgia, Joint/musclepain
+$1billion +2 million
Development
Partneringwithlicensedcannabis
producersSkin disorders:Dermatitis,Psoriasis,Acne, Ulcers, Wounds
CANNABINOIDPHARMACEUTICALS
ProductCandidates TargetIndications AddressableMarketSize
US/CanadaPatients
StageofDevelopment
TopicalCannabidiolNeuropathicPainDermatitis, Psoriasis, AcneUlcers, Wound Healing
$3billion$25billion$8.5 billion
15million+40million12million
Preclinical
Cannabidiol /Undisclosed
Liverdiseases: AutoimmuneHepatitis,Non-AlcoholicFattyLiverDisease,Fibrosis
$19.5billion 30 million Preclinical
Bucillamine Cystinuria (Kidneystones)Gout(AcuteFlares)
$500million$250million
20,0008 million
Phase2Seeking PharmaPartner
PAIN OPPORTUNITY
§ Neuropathicpainfromdamagetothenervesintheperipheralnervoussystem
§ Indicationsincludediabeticneuropathy,postherpeticneuralgia,chemotherapy-induced,trauma,multiplesclerosis,lowerbackpain
§ Affectingover16millionpeopleinU.S.withpotential$3Billionaddressablemarket
§ Globalmarketpotentialof~$8.3billionby2024
§ Prevalencegrowingduetoagingpopulation
§ Currenttreatmentoptionshavemanydrawbacks,includingpoortolerabilitywithsideeffectsinmostpatientsandlimitedpainrelief
LIVER DISEASE OPPORTUNITY
§ Potential$19.5Billionmarketby2022;affectingover30millionpeopleinU.S.
§ FocusonAutoimmuneHepatitis(AIH),Non-AlcoholicFattyLiverDisease,fibrosis
§ LicensedpatentsofcannabidiolinthetreatmentofAutoimmuneHepatitis
§ AIHisararedisease(~76kpatientsinUS)causingliverinflammation§ Drawbacksofcurrenttherapies(steroids):Severesideeffectsin13%,relapseafter
drugwithdrawalin50%-86%*
§ DevelopingnovelAIHresearchmodelandstudieswithotherlivermodelstovalidateefficacyandunderstandmechanismofactionofcannabinoids
§ Researchtosupportcommercializationofcannabinoidsformedicalcannabisandpharmaceuticalcannabinoidmarket
Pharmadealsinliverdiseases:
§ Allergan/Tobira$1.7Bacquisition§ Novartis/Conatus$650Mlicense§ Gilead/Nimbus$1.2Bacquisition
Source:WorldJGastroenterol.2010Feb28;16(8):934–947
BUCILLAMINE FOR GOUT AND CYSTINURIA
§ RelationshipwithJapanesePharmatorepurposeBucillamine(arthritisdruginJapan)fortreatmentofgoutandcystinuria(kidneystones)
§ EstablishedproofofconceptinFDAPhase2studyingoutflares(Phase2bstudyready)
§ CompletingFDAPhase2studyincystinuria
§ MarketexclusivityincludesU.S.patentforgout(Expires2033)andFDAorphandesignationforcystinuria(7years)
§ Seekingcommercialpartnershipin2018
STRATEGIC RELATIONSHIPSLicensesandCollaborations
ScientificAdvisors§ Dr.ScottFriedman,MD,ScientificAdvisor- DeanforTherapeuticDiscoveryandChiefoftheDivisionof
LiverDiseasesatIcahnSchoolofMedicineatMountSinai
§ Dr.ArunSanyal,MD,ScientificAdvisor- ProfessorofGastroenterology,HepatologyandNutritionattheVirginiaCommonwealthUniversity(VCU)SchoolofMedicine
§ Dr.RamSubramanian,MD,ScientificAdvisor- MedicalDirectorLiverTransplantationatEmoryHospital
LicenseofcannabidiolfortreatmentofAutoimmune
Hepatitis
Research andOptiontoLicenseofdeliverytechnologyand
SponsoredResearch
Researchcollaborationforliverdiseases
Licensed DealerofMedicalCannabis
(Research,DevelopmentandAnalytical)
REVIVE TEAMManagementTeamandAdvisors§ CraigLeon,ChairmanandCEO- TitanMedical
§ FabioChianelli,PresidentandDirector- TitanMedical,Generex
§ CarmeloMarrelli,ChiefFinancialOfficer- CFOtoTSXlistedfirms
§ Dr.BevIncledon,VP,ResearchandDevelopment- HighlandTherapeutics,ExecVP,R&D
§ Dr.LeeSimon,RegulatoryAffairsAdvisor- FDA'sDivisionDirectorofAnalgesic,Anti-inflammatoryDrugs
BoardofDirectors
§ CraigLeon,ChairmanandCEO- TitanMedical
§ FabioChianelli,PresidentandDirector- TitanMedical,Generex
§ WilliamJackson,Director- AtwillMedicalSolutions
§ CarloSansalone,Director- Sanscon
2018 CORPORATE OBJECTIVES
§ Expanddevelopmentandcommercializationofcannabinoid-basedproductsvialicensing,acquisitions,andpartnerships
§ PartnerwithCanadianlicensedproducersofmedicalcannabispursuanttoACMPR
§ Commercializemedicalcannabisproductssupportedbypre-clinicalandhumanobservatorystudies
§ AdvanceclinicaldevelopmentofpharmaceuticalcannabinoidproductswithUSFDAapprovaloforphandrugdesignationandIND
§ ObtainUSFDAorphandrugdesignationforautoimmunehepatitis(raredisease)
§ AdvancedevelopmentinliverdiseasestosupportUSFDAINDandmedicalcannabisproducts
§ PartnerwithLPsandPharmaforcannabinoiddeliverysystemandproductpipeline
§ Advancecommercializationofpatient-focusedprogramenabledbyblockchain andAI
Peer Analysis Show Revive Undervalued
Source:DannyDeadlock,Microcap.com
KEY FINANCIAL INFORMATIONTickerSymbols RVV (TSXVenture)|RVVTF (OTCQB) |31R(Borse Frankfurt)
SharePrice CAD$0.305(December18,2017)
52weekHigh/Low CAD$0.44/$0.10
CapitalStructure 55,788,667commonshares(62,889,983fully-diluted)
MarketCap CAD~$17,000,000
CashandCashEquivalents CAD$1,406,469 (asofSeptember30,2017)
CashBurn/Month CAD~ $125,000
Warrants:3,907,565Warrants@$0.18(expireJune18,2018)50,400Finder’sWarrants@$0.10(onecommonshareandone-halfwarrant@$0.18)StockOptions:3,118,151stockoptions(925,000@$0.60;590,000@$0.66;38,151@$0.30;965,000@$0.28;250,000@$0.20;350,000@$0.335)
