Proactive Investors ... Atopiclair Indication Atopic dermatitis (eczema) Competitive positioning...

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Transcript of Proactive Investors ... Atopiclair Indication Atopic dermatitis (eczema) Competitive positioning...

  • Proactive Investors

    Forum

    25th June 2009

  • Disclaimer

    This presentation has been organised by Sinclair Pharma plc (the Company) in order to provide general information on the Company. This material has been prepared solely by the Company and is (i) for your private information, and the Company is not soliciting any action based upon it; (ii) not to be construed as an offer to sell or a solicitation of an offer to buy any security and (iii) based upon information that the Company considers reliable. The Company does not represent that the information contained in this material is accurate or complete, and it should not be relied upon as such. No representation, warranty or undertaking, express or implied, is or will be made with respect to the fairness, accuracy or completeness of any of the information or statement of opinion or expectation contained herein or stated in the presentation or any other such information nor shall you be entitled to rely upon it. In furnishing you with this information no obligation is undertaken to provide you with any further information, to update this information nor any other information nor to correct any information contained herein or any omission therefrom.

    The Company's securities have not been registered under the U.S. Securities Act of 1933 (as amended), and may not be offered or The Company's securities have not been registered under the U.S. Securities Act of 1933 (as amended), and may not be offered or sold in the United States or to U.S. persons unless they have been registered under such Act, or except in compliance with an exemption from the registration requirements of such Act.

    No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed, published, or disclosed by recipients to any other person, in each case without the Company's prior written consent. This material is only being provided to persons who are authorised persons or exempted persons within the meaning of the Financial Services and Markets Act 2000 or any order made thereunder or to other persons of a kind described in Articles 19 and 49 of the Financial Services and Markets Act 2000 (Financial Promotions) Order 2005 or who are otherwise permitted by law to receive it.

    In relation to information about the price at which securities in the Company have been bought or sold in the past, note that past performance cannot be relied upon as a guide to future performance. In addition, the occurrence of some of the events described in this document and the presentation that will be made, and the achievement of the intended results, are subject to the future occurrence of many events, some or all of which are not predictable or within the Company's control; therefore, actual results may differ materially from those anticipated in any forward looking statements. The Company disclaims any obligation to update these forward looking statements.

  • � Overview

    � Product Portfolio

    � Globalisation

    � Pipeline

    � Financial Overview

    Agenda

    � Financial Overview

    � Operational focus

    � Milestones

    � Investment Summary

    � Appendix

    1

  • Sinclair Pharma is a pan European

    specialty pharma company with

    global reach, providing solutions to

    treat

    dermatological, oral care and

    Introduction

    Revenue and Profit since IPO

    25

    30

    35

    dermatological, oral care and

    gynecological diseases

    through advanced surface technology

    and innovative delivery system.

    Sinclair Pharma is listed on LSE and Euronext

    Products registered in EU & US

    Products launched in over 40 countries

    0

    5

    10

    15

    20

    2004 2005 2006 2007 2008

    FY

    £m

    Revenue

    GP

  • Our Products

    � Patented*

    � Clear USP’s

    � Substantial Markets

    � Market need

    � Commercially Viable

    19

    *Patents owned by SPH

  • dermatology oral health non-core

    Product Portfolio

    Sebclair Atopiclair

    B.Derm &

    B.Lift

    Aloclair

    Range

    Decapinol

    Range SST T-Go Herpclair Sinlice

    20

  • Dermatology

    In dermatology, Sinclair provides

    specific solutions

    to dermatologists and pharmacists

    for patients with skin damage and

    skin injuries

    Three product groups:

    •Prescription

    •OTC

    •Dermo-cosmetics

    Built on patented technologies

    through its own operations in France,

    Italy and Spain

    and through its global network of

    marketing partners

    In 2012, the dermatological market

    will generate $19.4bn with a 3%

    CAGR from 2006 to 2012

    Dermo-cosmetics are growing:

    estimated market size of $6.9bn

  • Product Focus: Dermo-cosmetics

    Indication Corrective Dermatology: Anti-ageing, Acne

    Competitive

    positioning

    Efficacious products supported by scientific data

    Target audience Dermatologists /Pharmacists/ consumers

    22

  • Product Focus : Atopiclair

    Indication Atopic dermatitis (eczema)

    Competitive

    positioning

    Proven efficacy and safety: steroid-

    free, TIM-free, ‘steroid-sparing

    Target

    audience

    Dermatologists, Paediatricians

    Registered EU, US

    Atopic dermatitis/eczema:

    •one of most common skin conditions

    •50% of cases identified in infants under 12

    months1

    •15-24% school aged children2

    •2-10% adults3

    •8th most common disease in under 25s4

    1. C Ellis et al. International Consensus on Atopic Dermatitis II (ICCAS II) br J Dermatol 2003; 148 (supp 63): 3-10

    2. Yura et al, Br J Dermatol 2001; 145 (6) 966-73/ Tay et al Br J Dermatol 2002; 146 (1): 101-6 / Mortz. Br J Dermatol 2001; 144 (3) 523-32

    3. Verboom et al Br J Dermatol 2002; 147 (4) 716-24

    4. Frequence of atopic dermatitis. Postgraduate medicine June 2001 p119

  • Corrective Dermatology: SPHR913

    � Topical anti-ageing product containing Telmesteine developed by Sinclair

    � Multiple mode of action to reduce the appearance of fine lines and wrinkles

    � Reduce Collagen destruction

    � Reduce Elastin destruction

    � Inhibition of hyaluronidase: maintains skin’s natural hydration� Inhibition of hyaluronidase: maintains skin’s natural hydration

  • � N=30, 6 week study

    � Objective results supported by positive results for

    subjective criteria

    � Objective outcomes:

    � Skin elasticity

    � Increased elastic component

    Before

    SPHR913: Initial Clinical Study

    � Increased elastic component

    � Decreased plastic component

    � Profilometry

    � Skin compactness, smoothness, roughness

    � Decreased micro-roughness

    � Tensor “lifting effect”

    � Subjective outcomes:

    � Acceptability

    � Efficacy

    After

  • In oral care, Sinclair provides

    oral care solutions

    for mouth & gum diseases

    to specialists and pharmacists

    Oral Health

    � Two flagship brands:

    �Decapinol®, for gum disease (gingivitis) and plaque

    �Aloclair® for mouth ulcers

    � Both approved in the US & EU to specialists and pharmacists

    marketed

    through its global network of

    marketing partners

    � Both approved in the US & EU and in some additional territories

  • Product Focus: Aloclair Plus

    Indication: Mouth ulcers

    Mode of Action:

    29

    Before: exposed nerve endings over-stimulated After: exposed nerve endings protected from

    over-stimulation

  • Product Focus: Decapinol

    Indication Gingivitis (gum disease), dental

    plaque

    Competitive

    positioning

    First new product class in gingivitis

    for decades. ‘Intelligent’ mode of

    action, targeting ‘bad’ bacteria. Lack

    of tooth staining.

    Target

    audience

    Dentists

    Registration EU, US

    Next Steps: � Expand geographic coverage

    � US launch

    � Further toothpaste and line

    extension launches

  • In gynaecology, Sinclair is developing

    gynaecological solutions

    for gynaecologists and pharmacists

    to be marketed

    Gynaecology

    to be marketed

    through its global network of marketing

    partners,

    outside Americas

  • New Market EntriesNew Market Entries

    2

  • TGo: Teething

    symptoms

    SINLICE: Head lice HERPCLAIR: Herpes simplex

    cold sores 30% of population infected

    with HSV

    Competitive

    positioning:

    barrier-based pain

    relief aimed at

    paediatricians and

    Novel, safe and

    effective

    treatment to kill

    reduces the

    symptoms and

    accelerates the

    New Market Entries

    paediatricians and

    consumers

    treatment to kill

    head lice and their

    eggs

    accelerates the

    healing proc