BioFinance Presentation                                                        Calendar Q2 20121   YM Corporate Presentati...
Safe HarborThis presentation may contain forward-looking statements, which reflect the Companys currentexpectation regardi...
Corporate Information     Net Cash (Mar 31, 2012)                            $137.2mm     Cash used in last 12 months (Dec...
Analyst Coverage                    Firm                            Analyst                    Bank of America Merrill Lyn...
YM BioSciences        Product                                          Preclinical   Phase I   Phase II   Phase III       ...
Our Significant Expertise in JAK ResearchYM acquired original intellectual assets           Intellectual Propertyin JAK fi...
Target Markets for JAK Inhibitors    Autoimmune                                     Myeloproliferative          Cancer /  ...
Industry Enthusiasm for JAK InhibitorsOncology / Hematology                                Inflammatory DiseasesNovartis /...
Myelofibrosis: Initial Indication for CYT387    – Decreased erythropoiesis or thrombopoiesis    – Proliferation of dysfunc...
Anemia Impacts Survival in Myelofibrosis                                           Anemia at diagnosis       Anemia at any...
CYT387: Target Product ProfileCYT387 is able to provide a clinically meaningful benefit to myelofibrosispatients by: 1. Co...
Current Study Status: ASH 2011                                166 Patient Phase I/II Study          Dose                  ...
Maximum Duration of Transfusion-Free Period*     Responders                                                           Clin...
Maximal Change in Palpable Spleen Size*                                                                  (Core Study; n=14...
Constitutional Symptoms Response at Six Months                                   100%                                     ...
Reported Adverse Events Treatment-emergent anemia and neutropenia are rare Adverse Event (n=166)                          ...
CYT387 Well Suited for MyelofibrosisVariable                                            Diagnosis*   >1 year*   CYT387    ...
CYT387 Myelofibrosis Development Pathway                                                                                  ...
CYT387 Development and Commercial Opportunities     Myeloproliferative                             Hematological          ...
CYT387 – Safe, Effective, Differentiated     – Focused on emerging JAK therapeutic class with broad market potential     –...
21   YM Corporate Presentation | Calendar Q2/2012
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YM BioSciences Corporate Presentatoion

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YM BioSciences Corporate Presentatoion

  1. 1. BioFinance Presentation Calendar Q2 20121 YM Corporate Presentation | Calendar Q2/2012
  2. 2. Safe HarborThis presentation may contain forward-looking statements, which reflect the Companys currentexpectation regarding future events. These forward-looking statements involve risks and uncertainties thatmay cause actual results, events or developments to be materially different from any future results, eventsor developments expressed or implied by such forward-looking statements. Such factors include, but arenot limited to, changing market conditions, the successful and timely completion of clinical studies, theestablishment of corporate alliances, the impact of competitive products and pricing, new productdevelopment, uncertainties related to the regulatory approval process or the ability to obtain drug productin sufficient quantity or at standards acceptable to health regulatory authorities to complete clinical trials orto meet commercial demand, and other risks detailed from time to time in the Companys ongoingquarterly and annual reporting. Certain of the assumptions made in preparing forward-looking statementsinclude but are not limited to the following: that our JAK1/JAK2 inhibitor CYT387, nimotuzumab and ourVDA small molecule CYT997 will generate positive efficacy and safety data in future clinical trials, and thatYM 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 reviseany forward-looking statements, whether as a result of new information, future events or otherwise. 2 YM Corporate Presentation | Calendar Q2/2012
  3. 3. 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 shares1 Weighted average exercise price $1.92 3 YM Corporate Presentation | Calendar Q2/2012
  4. 4. 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 Abrahams4 YM Corporate Presentation | Calendar Q2/2012
  5. 5. 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 candidates1 Weighted average exercise price $1.99 5 YM Corporate Presentation | Calendar Q2/2012
  6. 6. Our Significant Expertise in JAK ResearchYM acquired original intellectual assets Intellectual Propertyin 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 expiry6 YM Corporate Presentation | Calendar Q2/2012
  7. 7. 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 Diseases7 YM Corporate Presentation | Calendar Q2/2012
  8. 8. Industry Enthusiasm for JAK InhibitorsOncology / Hematology Inflammatory DiseasesNovartis / 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: $2-3BSanofi 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 rightsS*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 upfront8 YM Corporate Presentation | Calendar Q2/2012
  9. 9. 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, fever9 YM Corporate Presentation | Calendar Q2/2012
  10. 10. 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) 16710 YM Corporate Presentation | Calendar Q2/2012
  11. 11. CYT387: Target Product ProfileCYT387 is able to provide a clinically meaningful benefit to myelofibrosispatients 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.11 YM Corporate Presentation | Calendar Q2/2012
  12. 12. 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 and100 mg QD (n=3) analysis ongoing150 mg QD (n=3) 150 mg QD (n=18) 150 mg QD (n = 31) – 97% of patients200 mg QD (n=3) 300 mg QD (n=21) 300 mg QD (n = 33) entered the Extension300 mg QD (n=6) 150 mg BID (n = 42) phase as at ASH 2011400 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)12 YM Corporate Presentation | Calendar Q2/2012
  13. 13. Maximum Duration of Transfusion-Free Period* Responders Clinically relevant maintenance of transfusion independence period 0 100 200 300 400 500 Time (days)* To date13 YM Corporate Presentation | Calendar Q2/2012
  14. 14. 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%* Ongoing14 YM Corporate Presentation | Calendar Q2/2012
  15. 15. 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 subjects15 YM Corporate Presentation | Calendar Q2/2012
  16. 16. 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% 0Reported adverse effects include thrombocytopenia; transient, mild dizziness; mildperipheral neuropathy; and abnormalities in liver/pancreas-related laboratory testsAt least possibly related to study drugCommon Terminology Criteria for Adverse Events v3.016 YM Corporate Presentation | Calendar Q2/2012
  17. 17. CYT387 Well Suited for MyelofibrosisVariable Diagnosis* >1 year* CYT387 Anemia 38% 64% Benefit Transfusion dependency 25% 45% Benefit Palpable spleen >10cm 21% 46% Benefit Constitutional symptoms 29% 34% BenefitCYT387 has a profile that addresses MF clinical needs and overarching risk factors > Benefit on anemia and transfusion dependency > Activity for spleen and symptoms > Lower myelosuppressionCYT387 is well tolerated for dosing periods up to and exceeding two years* Mayo Clin Proc 2012;87(1): 25-3317 YM Corporate Presentation | Calendar Q2/2012
  18. 18. CYT387 Myelofibrosis Development Pathway Extension study166-patientPhase 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 enrollment18 YM Corporate Presentation | Calendar Q2/2012
  19. 19. 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 expansionSpeed to market strategy indications/franchise Lifecycle management19 YM Corporate Presentation | Calendar Q2/2012
  20. 20. 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 capitalized20 YM Corporate Presentation | Calendar Q2/2012
  21. 21. 21 YM Corporate Presentation | Calendar Q2/2012

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