Corporate Presentation
August 2023
PeptiDream Inc.
(TSE : 4587)
PeptiDream - Investment Highlights
Global Leader in the Discovery and Development of Macrocyclic Peptide Therapeutics
Industry Leading
Peptide Discovery
Platform
PeptiDream's proprietary Peptide Discovery Platform System (PDPS) technology
- Unparalleled peptide library generation (trillions) and hit finding platform
- Unrivaled # of building blocks
- Continuous evolution of the technology, translating learnings from advancing programs back into the platform improvements
- World-classchemistry, biology, bioinformatics, structural biology, modeling, profiling and ADME teams to turn hit peptide candidates into development candidates
Strong IP portfolio
Foundational in
Leading and Expanding
the Field
PeptiDream at the center of a large and diverse network of discovery and development partnerships
- Collaborations with large, mid, and small sized pharma companies all over the world creating the ecosystem
- Licensing of the PDPS discovery platform to global and Japan pharma partners solidifies the network around a common platform.
- Further grow the network and modality through strategic partnerships
- Develop products in house and license to network partners
Diverse Big Pharma-
Sized Pipeline
PeptiDream has a large diverse pipeline of programs spanning peptide modality, disease areas and development partners
- Over 120+ discovery and development programs
- Spans variety of peptide modalities, from peptide therapeutics to peptide-drug conjugates (PDCs) to multi- functional peptide conjugates (MPCs)
- Across broad range of therapeutic areas and discovery and development partners
Markets 24 radiodiagnostic and 8 radiotherapeutic products in Japan through PDRadiopharma
Business Model
Driving Profitability
and Growth
PeptiDream's unique multifaceted business model has allowed company to be profitable since 2011
- Year over year growth in revenue and profits from three complementary and synergistic business strategies
- Grow the business and the pipeline through partnerships and cash flow, not through capital raises
- Phenomenal growth potential as the pipeline matures
Japan radiopharmaceutical and radiodiagnostic business provides stable, positive cash flow
2
PeptiDream - Historical Snapshot
From University Startup to Growing Japan-Based Drug Discovery Powerhouse
PeptiDream Inc.
Selected as a constituent of The JPX Prime 150 Index
2023
PDRadiopharma Inc.
PDRadiopharma Chiba Plant | Acquired PDRadiopharma Inc. |
(Radiopharmaceutical business) | |
Changed to the Prime Market | |
of the TSE |
Relocated corporate headquarters
2022
JPY 30.0 B1)/
682 employees2)
JPY 26.8 B/
PeptiDream headquarters (Kawasaki)
to Kawasaki
680 employees
PeptiDream Founded
(Spinout from the University of Tokyo)
2006
Revenue/
Total employees
Changed to the first section of the TSE
2015 | |
JPY 2.4B / | |
JPY 0.6B / | 50 employees |
32 employees |
2017
JPY 4.8B/
68 employees
Note: Financial numbers prior to FY2021 are based on JGAAP, IFRS is applied after FY2022.
1) Consolidated revenue forecast for FY2023 2) PeptiDream Inc.: 197 employees, PDRadiopharma Inc.: 485 employees (as of March 2023)
3
PeptiDream's Equity Holdings
Wholly-Owned, Affiliated, and Strategic Ownership Stakes in Peptide-Related Companies
Radiopharmaceutical
Development,
Manufacturing and
Sales (2022-)
- Profitable in the first year after consolidation
- On track in transformation to high-growth model
Note: (Year) represents the year that PeptiDream invested in the company.
<5%
5%
<15%
39.5%
39.4%
100%
Computational Drug Discovery (2018-)
- Obtained positive data from c-kit inhibitor program
- Partnering discussions in progress
Strategic Partner in Radiopharmaceuticals (2020-)
- Announced first and second development candidate
- PeptiDream gained option for commercial and development rights in Japan to all partnered programs
Peptide CDMO Business (2017-)
- Increasing orders to produce peptide APIs for clinical trials
Growth Factor Business (2020-)
- JV with Mitsubishi Corporation
- Launched 4 new products in 2022
- Planned for use in multiple clinical studies
- Building commercial sales network in key markets (US and EU)
COVID-19 Therapeutics (2020-)
- JV with Fujitsu, Mizuho Capital, Takenaka Corporation and Kishida Chemical
- Confirmed favorable safety profile in humans
justifying further development - planning next steps | 4 |
Macrocyclic Peptides as an Expanding Drug Class
Several Approved Macrocyclic Peptide Drugs With Over $1B in Annual Sales
Long History of Macrocyclic Peptides As Drugs Macrocyclic Peptides Have Positive Features of Both Small & Large Molecules
Molecular weight
Large | ||||||||||
Small | ||||||||||
0.6kD | 2.5kD | 150kD~ | ||||||||
Small molecules | Macrocyclic peptides | Large molecules | ||||||||
• | Good at recognizing | • High affinity and specificity | • | High affinity and | |
binding pockets but | • | Good at inhibiting PPIs | specificity | ||
not PPIs or shallow | • Good at recognizing shallow | • | Good at inhibiting PPIs | ||
surfaces | interacting surfaces and | • | Good at recognizing | ||
• | Orally bioavailable | binding pockets | shallow interacting | ||
• | Membrane permeable | • | Oral bioavailability possible | surfaces of proteins | |
• | Near limitless targets | • | Near limitless targets | • Not oral - limited targets | |
• | However difficult and | • Relative ease and speed in | • Relative ease and speed | ||
time consuming to find | finding a suitable hit | in finding a suitable hit |
Most approved macrocyclic drugs arose from natural products, limiting discovery!
Note: 1) Approved by CDER (Center for Drug Evaluation and Research) as new molecular entities. | 5 |
Source: FDA, Chemistry & Engineering News, Company websites. |
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PeptiDream Inc. published this content on 01 August 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 01 August 2023 07:02:04 UTC.