Presentation to Annual General Meeting
Released
Released
Announcement PDF
radiopharmaceutical company developing
Therapeutic and Imaging products using
peptides, small molecules, nanobodies and antibodies.
Annual General Meeting
25 November 2024
Company Presentation
Radiopharm Theranostics (ASX “RAD”) is a clinical stage
Notice & Disclaimer
The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an
informed decision on any investment in Radiopharm Theranostics Ltd ACN 647 877 889 (Company). In preparing this presentation, the Company did not take into account the investment objectives,
financial situation and particular needs of any particular investor. Further advice should be obtained from a professional investment adviser before taking any action on any information dealt with in the
presentation. Those acting upon any information without advice do so entirely at their own risk.
Whilst this presentation is based on information from sources which are considered reliable, no representation or warranty, express or implied, is made or given by or on behalf of the Company, any of its
directors, or any other person about the accuracy, completeness or fairness of the information or opinions contained in this presentation. No responsibility or liability is accepted by any of them for that
information or those opinions or for any errors, omissions, misstatements (negligent or otherwise) or for any communication written or otherwise, contained or referred to in this presentation. Neither the
Company nor any of its directors, officers, employees, advisers, associated persons or subsidiaries are liable for any direct, indirect or consequential loss or damage suffered by any person as a result of
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“forward-looking statements.” Such forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the
Company to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Such factors include, among others, the following: the
risk that our clinical trials will be delayed and not completed on a timely basis; the risk that the results from the clinical trials are not as favourable as we anticipate; the risk that our clinical trials will be
more costly than anticipated; and the risk that applicable regulatory authorities may ask for additional data, information or studies to be completed or provided prior to their approval of our products. Given
these uncertainties, undue reliance should not be placed on such forward-looking statements. The Company disclaims any obligation to update any such factors or to publicly announce the results of any
revisions to any of the forward-looking statements contained herein to reflect future events or developments except as required by law.
This presentation is not a prospectus or other disclosure document under the Corporations Act 2001 (Cth) and will not be lodged with the Australian Securities and Investments Commission. This
presentation is for information purposes only and is not an invitation or offer of securities for subscription, purchase or sale in any jurisdiction. The distribution of this presentation (including electronically)
outside Australia may be restricted by law. If you come into possession of this presentation, you should observe such restrictions as any non-compliance with these restrictions could contravene
applicable securities laws (see the section captioned ‘International offer restrictions’). In particular, this document does not constitute an offer to sell, or a solicitation of an offer to buy, securities in the
United States. The New Shares have not been, and will not be, registered under the US Securities Act of 1933 and may not be offered or sold in the United States except in transactions exempt from, or not
subject to, the registration requirements of the US Securities Act and applicable US state securities laws.
Any opinions expressed reflect the Company’s position at the date of this presentation and are subject to change.
2
INVESTMENT HIGHLIGHTS
3 Innovative clinical stage molecules
Highly differentiated Imaging agent (Pivalate) for Brain Mets - large disease area with high unmet needPotential first-in-class PD-L1 targeting radiopharmaceutical
Potential best-in-class HER2 targeting radiopharmaceutical
3 Highly promising late stage-preclinical molecules
Potential first-in-class B7H3 (from Joint Venture / Strategic partnership with MD Anderson)
Potential first-in-class KLK3 targeting radiopharmaceutical
Theranostic Pair targeting Integrin AvB6, with Imaging Phase I proof of concept ongoing
Solid financials
Strong investment endorsement from Lantheus with ~7% ; Institutional Shareholders own 64%
Cash runway to mid-2026
3
COMPANY PIPELINE
PROGRAM
TARGET &
MOLECULE
INDICATION
Dx/Tx
ISOTOPE
PRECLINICAL
PHASE I
PHASE II
NOTES
Clinical
RAD 101
Short Chain
Fatty Acid
Phase 2a
RAD202
IND approval received for Phase 2b in US (n=30)
BRAIN METS
Imaging
F18
PD-L1
NON-SMALL CELL
LUNG CANCER
Therapy
Lu177
Phase 1 enrolling in Australia, NCT06305962
HREC approval to expansion in multiple tumors
First two cohorts’ patients’ data by mid-2025
HER 2
BREAST / GASTRIC
CANCER
Therapy
Lu177
Ethics approval for Phase 1 expected by Dec 2024
First two cohorts’ patients’ data by the end of 2025
(Small molecule)
RAD204
Phase 2b
(Nanobody)
(Nanobody)
FPFV expected in Dec 2024
Pre-Clinical
RV01
B7H3
RAD402
RAD 301/302
(mAb)
Therapy
Lu177
KLK3
PROSTATE
Therapy
Tb161
Multiple Solid
Tumors
Therapy
Lu177
Phase 1 Therapeutic planned for end of 2025
Imaging
Ga68
Phase 1 Imaging enrolling in USA
(mAb)
Integrin
αVβ6
(peptide)
4
IND approval expected mid-2025
Multiple Solid
Tumors
FPFV Phase 1 in Q3 2025
Ethics approval in Q3 2025
FPFV Phase 1 in Q4 2025
Targeting MoA:
SHORT FATTY ACID CHAINS
Imaging for
BRAIN METASTASIS
Molecule: RAD 101
UPCOMING MILESTONES
PROGRAM
RAD101
TARGET &
MOLECULE
Short
Chain
Fatty Acid
INDICATION
BRAIN
METS
Dx/Tx
Imaging
ISOTOPE
F18
1ST HALF
2024
2ND HALF
2024
IND Approval
Phase 2b
received
(Small Molecule)
1ST HALF
2025
2ND HALF
2025
10/30
patients’ data
to be released
Phase 2
Top Line data
First Patient
Ph 2b
ACHIEVED
Future Milestone
6
1ST HALF
2026
Targeting MoA:
PDL1
Therapeutic for
NON-SMALL CELL LUNG CANCER
7
Molecule: RAD 204
RAD 204 – UPCOMING MILESTONES
PROGRAM
RAD204
TARGET &
MOLECULE
PD-L1
(Nanobody)
INDICATION
NON-SMALL
CELL LUNG
CANCER
Dx/Tx
Therapy
ISOTOPE
Lu177
1ST HALF
2024
2ND HALF
2024
Ethics
Approval
received
First Patient
treated at
Wollongong
Hospital
Nepean
Hospital
opened
1ST HALF
2025
2ND HALF
2025
2 Cohorts
completed
&
data release
Phase 1
Top Line data
ACHIEVED
Future Milestone
8
1ST HALF
2026
Targeting MoA:
HER2
Therapeutic for
BREAST AND GASTRIC CANCER
9
Molecule: RAD 202
RAD 202 – UPCOMING MILESTONES
PROGRAM
RAD202
TARGET &
MOLECULE
HER2
(Nanobody)
INDICATION
BREAST
& GASTRIC
Dx/Tx
Therapy
ISOTOPE
Lu177
1ST HALF
2024
2ND HALF
2024
Ethics
Submission
1ST HALF
2025
First Patient
dosed
Ethics
Approval
ACHIEVED
Future Milestone
10
2ND HALF
2025
1ST HALF
2026
2 Cohorts
completed
&
data release
Phase 1
Top Line data
CORPORATE SNAPSHOT
Shareholders:
64% Institutions + 10% Board
Stock Code: RAD
12-month trading range:
AUD$0.023(Oct24) – AUD$0.137(Oct 23)
13%
Market Cap: AUD$52m
31%
Shares on Issue: 2.17 billion
Options on Issue: 850m @ 6c / 2y
Cash at Bank: AUD$43M
No. of Shareholders: 2,300
13%
10%
11%
11
22%
Autralian Institutions
US Institutions
Corporate Holders
Board & Management
Retail
Brokers & Banks
Top 20 Shareholders
2024, Oct 29th
JP Morgan (incl. Point72)
175.096.000
Deutsche Bank
157.420.000
Lantheus
149.625.000
Paul Hopper
149.221.000
Regal Funds
142.140.000
Octagon
93.703.000
OC Funds
88.500.000
Investors Mutual
75.000.000
Australian Ethical
57.633.000
Silverarc
56.221.888
Northstar
51.234.000
Affinity
46.851.574
Dellora
46.851.574
UBS Securities
44.182.000
NanoMab
43.295.000
Atlantis Fund
42.356.000
Thorney
40.502.000
Merril Lynch
31.459.000
Goldman Sachs
24.044.000
Scarlett Hopper
23.857.000
Contacts
12
Riccardo Canevari
Paul Hopper
CEO & Managing Director
Executive Chairman
T
+1 862 309 0293
T
+61 406 671 515
E
rc@radiopharmtheranostic.com
E
paulhopper@lifescienceportfolio.com
W
www.radiopharmtheranostics.com
W
www.radiopharmtheranostics.com
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