YM BioSciences Corporate Presentatoion

BioFinance Presentation
Calendar Q2 2012

1 YM Corporate Presentation | Calendar Q2/2012

Safe Harbor

This presentation may contain forward-looking statements, which reflect the Company's current
expectation regarding future events. These forward-looking statements involve risks and uncertainties that
may cause actual results, events or developments to be materially different from any future results, events
or developments expressed or implied by such forward-looking statements. Such factors include, but are
not limited to, changing market conditions, the successful and timely completion of clinical studies, the
establishment of corporate alliances, the impact of competitive products and pricing, new product
development, uncertainties related to the regulatory approval process or the ability to obtain drug product
in sufficient quantity or at standards acceptable to health regulatory authorities to complete clinical trials or
to meet commercial demand, and other risks detailed from time to time in the Company's ongoing
quarterly and annual reporting. Certain of the assumptions made in preparing forward-looking statements
include but are not limited to the following: that our JAK1/JAK2 inhibitor CYT387, nimotuzumab and our
VDA small molecule CYT997 will generate positive efficacy and safety data in future clinical trials, and that
YM and its various partners will complete their respective clinical trials within the timelines communicated.
Except as required by applicable securities laws, we undertake no obligation to publicly update or revise
any forward-looking statements, whether as a result of new information, future events or otherwise.


Corporate Information

Net Cash (Mar 31, 2012) $137.2mm

Cash used in last 12 months (Dec 31, 2011) $26.7mm

Market cap (May 8, 2012) $282mm

Volume (3-month average) ~1.1mm shares/day

Total shares outstanding (Mar 31, 2012) 157.4mm

Warrants @ $1.60 (to Mar 10, 2015) 7.4mm

Options1 (Mar 31, 2012) 8.2mm

No debt or preferred shares
1 Weighted average exercise price $1.92


Analyst Coverage

Firm Analyst
Bank of America Merrill Lynch Rachel McMinn
Bloom Burton & Co. Philippa Flint
Byron Capital Markets Ltd. Doug Loe
Canaccord Genuity Salveen Richter
Edison Investment Research Jacob Plieth
Griffin Securities Chrystyna Bedrij
JMP Securities Liisa Bayko
Paradigm Capital Alan Ridgeway
Piper Jaffray M. Ian Somaiya
Rodman & Renshaw Reni Benjamin
ROTH Capital Partners Joseph Pantginis
Wells Fargo Securities Brian Abrahams


YM BioSciences

Product Preclinical Phase I Phase II Phase III
CYT387
JAK1/JAK2 inhibitor
Positive interim Phase I/II myelofibrosis data
presented at ASH 2011

Nimotuzumab
EGFR targeting antibody
Multiple Phase II and Phase III trials

CYT997
Tubulin inhibitor
IV + oral formulation development

Kinase Inhibitor Library
~4000 molecules including JAK RA candidates
1 Weighted average exercise price $1.99


Our Significant Expertise in JAK Research

YM acquired original intellectual assets Intellectual Property
in JAK field
CYT387 Composition of Matter
– Lead product CYT387
US: Pending, 2028 expiry
– Wholly-owned and un-partnered EU: Pending, 2028 expiry

– First group to publish crystal JAK2 Crystal Structure
structures of JAK2 and JAK1
US: Issued, 2025 expiry
– Medicinal chemistry and molecular EU: Pending, 2026 expiry
modeling expertise
JAK2 Enzyme
– Novartis collaboration for selective US: Issued, 2015 expiry
JAK3 inhibitors
EU: Issued, 2011 expiry


Target Markets for JAK Inhibitors

Autoimmune Myeloproliferative Cancer /
Diseases Neoplasms Hematology
– Rheumatoid – Myelofibrosis – Leukemia and
Arthritis Lymphoa
– Polycythemia Vera
– Psoriasis – Solid Tumors
– Essential
– Graft vs. Host Thrombocythemia – Other Hematologic
Disease Disorders

Chronic Disorders Clinical Proof of Concept Acute Diseases


Industry Enthusiasm for JAK Inhibitors

Oncology / Hematology Inflammatory Diseases
Novartis / Incyte Pfizer
– Jakafi™ approved for myelofibrosis – Tofacitinib in Phase III in rheumatoid
– Partnered (2009) for $150mm upfront ($1bn arthritis
total) for Ex-US rights – Peak sales projection: $2-3B

Sanofi Aventis Lilly / Incyte
– SAR302503 starting Phase III in myelofibrosis – INCB28050 in Phase III in rheumatoid
– Acquired TargeGen 2010) for $75mm upfront arthritis
($560mm total) – Partnered (2009) for $90mm upfront
($665mm total) for Worldwide rights
S*BIO / Cell Therapeutics Abbott / Galapagos
– Pancritinib starting Phase III in myelofibrosis – GLPG0634 in Phase II in rheumatoid
– Partnered with Onyx (2009) (subsequently arthritis
returned) for $25mm upfront ($550mm total) – Partnered (2012) for $150mm upfront
for US, Europe rights ($1.6bn total) for Worldwide rights
– Partnered with CTI (2012) for $30mm upfront


Myelofibrosis: Initial Indication for CYT387

– Decreased erythropoiesis or thrombopoiesis
– Proliferation of dysfunctional megakaryocytes
– Hypercellular bone marrow leading to fibrosis
– Extramedullary hematopoiesis
– Elevated cytokine levels

– Anemia – often requiring transfusions
– Thrombocytopenia
– Splenomegaly
– Constitutional symptoms
Fatigue, night sweats, pruritus, bone pain,
weight loss, fever


Anemia Impacts Survival in Myelofibrosis

Anemia at diagnosis Anemia at any time

– ~70% of myelofibrosis patients are Intermediate-II or High risk †
– Estimated that 30-50% of all myelofibrosis patient are transfusion dependent‡,
majority of which are Intermediate-II and High risk patients

† DIPSS-Plus; Gangat et al. JCO 2011; 29(4), 392
‡ Elena et al. Haematologica 2011 96(1) 167


CYT387: Target Product Profile

CYT387 is able to provide a clinically meaningful benefit to myelofibrosis
patients by:

1. Converting 2. Reducing spleen 3. Improving
transfusion dependent volume in patients constitutional
patients to transfusion with enlarged symptoms and
independent status spleens quality of life

… while having a significantly lower risk of causing
or worsening hematological adverse events such as
thrombocytopenia, anemia and neutropenia.


Current Study Status: ASH 2011
166 Patient Phase I/II Study
Dose Dose Dose
Dose
Escalation Confirmation Expansion
Extension
Phase Phase Phase
Study
(n = 21) (n = 39) (n = 106) (n = 104)

Initiated Nov 2009 Initiated Aug 2010 Initiated Dec 2010 – Enrollment complete
– Data collection and
100 mg QD (n=3) analysis ongoing
150 mg QD (n=3) 150 mg QD (n=18) 150 mg QD (n = 31) – 97% of patients
200 mg QD (n=3) 300 mg QD (n=21) 300 mg QD (n = 33) entered the Extension
300 mg QD (n=6) 150 mg BID (n = 42) phase as at ASH 2011
400 mg QD (n=6)

DLT level: 400 mg QD Mayo Clinic (Rochester, Minnesota)
MTD: 300 mg QD Dana Farber Cancer Institute (Boston)
Stanford Cancer Center (Stanford)
Mayo Clinic Mayo Clinic Royal Melbourne Hospital (Melbourne)
Princess Margaret Hospital (Toronto)
Jewish General Hospital (Montreal)


Maximum Duration of Transfusion-Free Period*
Responders

Clinically relevant maintenance of
transfusion independence period

0 100 200 300 400 500
Time (days)

* To date


Maximal Change in Palpable Spleen Size*

(Core Study; n=142)
80%
≥ 25% decrease from baseline: 87%
60% ≥ 50% decrease from baseline: 49%
≥ 75% decrease from baseline: 25%
100% decrease from baseline: 16%
40%
% Change From Baseline

20%

0%

-20%

-40%

-60%

-80%

-100%

* Ongoing


Constitutional Symptoms Response at Six Months

100%
Complete Resolution
Marked Improvement
90%

80%
Percentage of Patients

70%

60%
89%
50% 57%
52%
44%
40%

30%
30%

20%

10% 23% 22% 23%
19%
11%
0%
Night Sweats Pruritis Bone Pain Cough Fever
(n=62) (n=46) (n=43) (n=27) (n=9)

Complete resolution or marked improvement of common constitutional
symptoms is achieved in the majority of subjects

Reported Adverse Events

Treatment-emergent anemia and neutropenia are rare

Adverse Event (n=166) All Grades Grade 3 Grade 4

Thrombocytopenia 33% 11% 6%
Baseline platelets > 100 x 109/L 26% 6% 2%
Baseline platelets > 200 x 109/L 12% 4% 0

Neutropenia 6% 1% 2%

Anemia 4% 1% 0

Leukopenia 2% <1% <1%
Leukocytosis 1% <1% 0

Reported adverse effects include thrombocytopenia; transient, mild dizziness; mild
peripheral neuropathy; and abnormalities in liver/pancreas-related laboratory tests

At least possibly related to study drug
Common Terminology Criteria for Adverse Events v3.0


CYT387 Well Suited for Myelofibrosis

Variable Diagnosis* >1 year* CYT387
Anemia 38% 64% Benefit

Transfusion dependency 25% 45% Benefit

Palpable spleen >10cm 21% 46% Benefit

Constitutional symptoms 29% 34% Benefit

CYT387 has a profile that addresses MF clinical needs and overarching risk factors
> Benefit on anemia and transfusion dependency
> Activity for spleen and symptoms
> Lower myelosuppression

CYT387 is well tolerated for dosing periods up to and exceeding two years

* Mayo Clin Proc 2012;87(1): 25-33


CYT387 Myelofibrosis Development Pathway

Extension
study

166-patient
Phase I/II
Dec 2010 Q2 2011 Q3 2011 Q4 2011 Q4 2012
Interim data Interim data Completed Multicenter Report final core
at ASH at ASCO enrollment data at ASH study data &
extension study
data

~60 patient Phase II BID
Q3 2011 Q4 2012
Initiated enrollment Report data

Pivotal program
H2 2012
Initiate enrollment

CYT387 Development and Commercial Opportunities

Myeloproliferative Hematological Solid
Neoplasms Disorders Tumors
– Myelofibrosis – Myelodysplastic – Prostate cancer
Syndromes (MDS) – Hepatocellular
– PV – Multiple Myeloma – NSCLC
– Leukemias (AML, CML…) – Gastric
– ET
– Lymphomas (NHL…) – Colorectal

– Orphan MPNs – Etc.

Clinical proof-of-concept Expand hematological Market expansion
Speed to market strategy indications/franchise Lifecycle management


CYT387 – Safe, Effective, Differentiated

– Focused on emerging JAK therapeutic class with broad market potential

– Potential ‘Best-in-Class’ profile

– Established safety and efficacy

– Wholly owned and un-partnered

– Well capitalized


YM BioSciences Corporate Presentatoion

Recommended

Recommended

More Related Content

Similar to YM BioSciences Corporate Presentatoion

Similar to YM BioSciences Corporate Presentatoion (20)

Recently uploaded

Recently uploaded (20)

YM BioSciences Corporate Presentatoion