Attached files
| file | filename |
|---|---|
| 8-K - FORM 8-K - Unilife Corp | d627082d8k.htm |
| EX-99.1 - EX-99.1 - Unilife Corp | d627082dex991.htm |
 Fiscal Year 2014
1 st
Quarter Earnings Call
November 11, 2013
1
Exhibit
99.2 |
 2
This
presentation
contains
forward
looking
statements
under
the
safe
harbor
provisions
of
the
US
securities
laws.
These
forward-looking
statements
are
based
on
management’s
beliefs
and
assumptions
and
on
information
currently
available
to
our
management.
Our
management
believes
that
these
forward-looking
statements
are
reasonable
as
and
when
made.
However
you
should
not
place
undue
reliance
on
any
such
forward
looking
statements
as
these
are
subject
to
risks
and
uncertainties.
Please
refer
to
our
press
releases
and
our
SEC
filings
for
more
information
regarding
the
use
of
forward
looking
statements.
Cautionary
Note
Regarding
Forward-Looking
Statements |
 Introductory
Comments by Unilife CEO Alan Shortall 3
Entered period of long-term partnerships and rapid revenue growth
Received $5MM Sanofi payment (deferred revenue in Sep 30, 2013 balance sheet)
Beginning to receive payments from other customers for active programs
Sequential quarterly growth anticipated in Fiscal Year 2014
Significant annual growth year over prior year in Fiscal Year 2014 and beyond
Today’s contract with MedImmune for ReadyToGo™
wearable injectors
Continued expansion of product portfolio and commercial pipeline
All customer programs on track irrespective of ‘nuisance’
lawsuits |
 The Market for
Wearable Injectors Estimated 350 million wearable injectors to be
sold annually by 2024
$20 -
$35 ASP /unit likely to translate into a
market size of $8.8 billion by 2024
Projected CAGR of 138% from 2015 -
2020 and
48% from 2020 –
2024
More than 110 high viscous and large volume
marketed and / or pipeline biologics being
developed for use with wearable injectors
Multiple therapy areas targeted including
cancer and auto-immune diseases
4
Source: Roots Analysis: Bolus Injectors Market, 2014 – 2024, Global License |
 ReadyToGo™
Platform of Wearable Injectors
5
Pre-Filled. Pre-Assembled.
Ready-to-Inject.
Precision-Therapy™
Flex-Therapy™
For long-duration therapies that require
delivery of large dose volumes
For long-duration therapies that require delivery of
large dose volumes with a specific rate profile |
 Supply Contract
with MedImmune MedImmune is the global biologics R&D arm of AstraZeneca
One of the richest biologic portfolios in the industry
120 large molecule drugs in R&D (half of AstraZeneca’s total clinical pipeline)
Under this agreement, Unilife will customize and supply devices
from
its platform of wearable injectors for use with target molecules
Several drugs may be selected for use with Unilife's wearable injectors
Unilife selected after an extensive evaluation process
Unilife begins generating revenue in 1Q FY2014
6 |
 Financial
Data 7
1Q FY2014
1Q FY2013
Revenues
$3.2MM
$0.7MM
Research & development
$6.4MM
$4.7MM
Selling, general & administrative
$6.5MM
$6.6MM
Net loss
$11.2MM
$12.5MM
Net loss per share –
diluted
$0.12
$0.16
Adjusted net loss
$7.1MM
$9.1MM
Adjusted net loss per share -
diluted
$0.08
$0.12 |
 Moving
Forward Focused on rapid and significant growth in the long-term
Anticipating sequential quarterly growth in FY2014
Annual growth year over prior year in FY2014 and beyond
Continuing to increase investment in R&D and operations
Much of our operating expenditure to be offset by increasing revenue
Can be cash flow positive this year if we wanted to do so, but this not in the best
long-term interests of shareholders
Limiting R&D investment today can dampen future growth and slow programs
Committed to attaining a position of global leadership for injectable
drug delivery systems
8 |
 Fiscal Year 2014
1st Quarter Earnings Call
Questions
9 |