The Commercialized Stem Cell CORESTEM Inc.?아스템 IR Book.pdf자료: BBC Research 자료 : 식품의약품안전처, 2015 단위 : ... 그리고 이를 기반으로 파이프라인

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Text of The Commercialized Stem Cell CORESTEM Inc.?아스템 IR Book.pdf자료: BBC Research 자료 :...

  • Investor Relations 2015

    The Commercialized Stem Cell

    CORESTEM Inc.

  • 2

    IPO Presentation () ,

    .

    Presentation

    .

    . ,

    , , , , (E) .

    , ,

    .

    , Presentation ,

    .

    .

    ( )

    , .

    2015 05 19 .

    Disclaimer

  • `

    Chapter 1. ,

    01 ,

    02

    03

    04

    Chapter 2. ,

    01

    02 (1), (2), (3)

    03 &

    Chapter 3.

    Chapter 4. Why CORESTEM ?

    01 Global Leading

    02

    03

    04

    Appendix

    01 IPO Plan

    02 Company Overview

    03

    04

    05

    CONTENTSInvestor Relations 2015

  • 4

    2015

    License-Out

    2015 2

    R&D

    CRO Cash

    CORPORATE IDENTITYInvestor Relations 2015

    , , ,

    (-)

    ( )

    R&D

    (CRO )

  • 01 ,

    01 ,

    02

    03

    04

  • 6Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    01 , Investor Relations 2015

    ,

    ,

    -

    B ,

    , ,

    , , EPO,

    , ,

    ,

  • 7Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    02 Investor Relations 2015

    2005

    69

    2009

    172

    2012

    324

    2020

    963

    135

    25

    13

    39

    21

    13

    05 ~20

    CAGR 17.9%

    6

    4

    : , 2015: BBC Research

    :

    ~

    ~

    277 (www.clinicaltrial.gov , 2014 12 )

    2011 2012 2014 2015

    ::

    :

    :

    :-

    :

  • 8Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    03 Investor Relations 2015

    R&D

    Make to Order ( )

    /

    Outsourcing Infra

    Big Pharma

    Pool

    /

    FDA

    cost

  • 9Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    04 Investor Relations 2015

    Bio Pharmaceutical - ,

    Bio Pharmaceutical

    Bio R&D Company Bio Pharmaceutical

    Candidates Platform Technologies

    Candidates//1/2 NDA

    PipeLine

    Infra R&D R&D/GMP

    License-OutMilestone

    R&D Company

    (NDA )

    NDA

    (IND )

    - -

    Bio R&D Company

    Bio Pharmaceutical :

    Bio Pharmaceutical

  • 02 ,

    01

    02 (1),(2),(3)

    03 &

  • 11Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    01 Investor Relations 2015

    ?

    [ ]

    ,

    [ R&D ][ ]

    Pool

  • 12Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    02 (1) : Investor Relations 2015

    Niche Buster

    Block Buster

    Niche Buster

    Extreme Rare Market Block Buster

    Extreme RareMarket

    Niche Buster X M( ) ( )

    Niche Buster

    0 0%

    40 5%

    80 10%

    120 15%

    160 20%

    200 25%

    20

    60

    100

    140

    180

    ($bn) ()

    ()

    2007

    51

    2008

    61

    2010

    71

    2010

    80

    2012

    84

    2013

    90

    2014E

    97

    2015E

    107

    2016E

    117

    2017E

    131

    2018E

    147

    2019E

    162

    2020E

    176

    2009

    64

    9.3%

    14.3%

    19.1%

    CAGR 2014E -20E

    +10.5%

    : Evaluatepharma

  • 13Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    02 (2) : R&D Investor Relations 2015

    R&D

    9 ( 3, 5, 1)

    20 , 2

    /

    Bio Science

    Pool

    R&D

    10 3 3

    ALS

    ALS Pool

    MD 7

    Pool

    MD 4

    3

    MSA Pool

    MD 2

    4

  • 14Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    02 (3) : Investor Relations 2015

    ,

    2

    R&DCompany

    Bio Pharmaceutical

    Level Up

    (Step 1)

    Risk Hedging

    (Step 2) /

    License-Out

  • 15Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    03 & Investor Relations 2015

    / GMP

    PLUS Cell Tech

    (1 )

    PLUS+ Cell Tech

    (2 )

    GMP

    ( )

    ( )

    (2015 )

    (2014. 4Q )

    (2016 )

    [ ]

    [ ]

  • 03

    01

    02

    03

    04 -

    05 -

    06 -Projection

  • 17Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    01 Investor Relations 2015

    ,

    (ALS):

    Cell Therapy

    CD34+HSC-

    ()

    Chemical, Biologics

    Dexpramipexol, Glatiramer, Minocycline, Lithium, Xaliproden, Memantine, Gabapentin,

    Talampanel, Celecoxib, CoQ10 Riluzole

    10 1~2 , 4~6

    NurOwn, HSSC

    HYNR-CS-Allo ()

    Ceftriaxone, Arimoclomol

    VM202

  • 18Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    02 Investor Relations 2015

    Multiple Target - , ,

    J Cell Biol 2009;187(6):761-772

    - T(Treg) (Foxp3)

    (TGF-B1, IL-4, IL-10)

    - (VEGF, BDNF, IGF)

    Th2 & Treg

    M2 Microglia

    (ROS),TNF-, IL-1, IL-6

    M1 microglia

    Th1

    (IFN-, TNF-)

  • 19Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | AppendixAL

    SFR

    S-R

    -7.545.39-4.673.25

    P=0.002P

  • 20Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    04 - Investor Relations 2015

    ,

    -

    - 4

    -

    52

    36

    25

    ( 1 )

    4

    -

    1

    2

    [ ]

    [ 4 ]

    3

    100%

    10%

  • 21Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    05 - Investor Relations 2015

    Level -Up,

    35

    : ,

    -

    -

    -

    - JV License-Out

    15,915

    13,500

    7,300

    - 10 , 65

    68,264 [ ]

    [ ]

    Inbound

    Outbound 6,355

    -

    3.2

    2011 2012 2013

    1.6

    2011 2012 2013

    2.4

    2011 2012 2013

    5.6

    2011 2012 2013

  • 22Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    06 - ProjectionInvestor Relations 2015

    2018 25%(), 0.2%

    - -

    2015 2015 2016 2017 20182016 2017

    : : (1) :

    (2) :

    (1)

    (2)

    45 800

    35600

    25400

    15

    200

    5

    40 700

    30500

    20

    300

    10

    100

    - -2018

  • 03

    01 Target

    02

    03 Position

    04 (1),(2),(3)

  • 24Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    01 Target Investor Relations 2015

    Unmet Medical Needs

    (MSA: Multiple System Atrophy)

    (Anoxic Brain Injury)

    / (OA: Osteoarthritis)

    (SLE: Systemic Lupus Erythematosus)

  • 25Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    02 Investor Relations 2015

    1 , 3 , 1

    Cell Source

    IND NDA

    -

    MSC

    ()

    (2014.7)

    (2015.1)

    ()

    CS10BR05

    () (2015 )

    CS20AT04

    MSC

    ()(2015.5)

    CS30MS02

    Chondro-cyte/

    ()

  • 26Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    03 PositionInvestor Relations 2015

    - , -

    /

    Cell Therapy

    -

    Autologous BM-MSC

    Allogenic BM-MSC

    Allogenic Chondrocyte

    Chemical, Biologics

    (-C), UC-MSC, Matrix-induced

    Chondrocyte, BM-MSC, AD-MSC, Allogeneic Chondrocyte

    UC-MSC BM-MSC

    IL-10, IL-6, IL-1

    Carticel

    , , , Hyaluronate, , , Diacerein,

    Avocado & Soybean oil

    Platelet-rich Plasma(PRP), Novel Peptide, rhFGF-18, BMP-7,

    (, , ), Vitamin D,

    12.5% Dextrose

    Rifampicin

    Belimumab

    Rituximab Epratuzumab

    Efalizumab IFN-a

    Abatacept TV-4710

  • 27Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    04 _ (MSA : Multiple System Atrophy)Investor Relations 2015

    MSA , MSA

    ,

    2,000, 28

    MSA , MSA

    (:PET ,:MRI )

    : ANN of NEUROL 2012;72:P32-40 ( )

  • 28Chapter 1. , | Chapter 2. , | Chapter 3. | Chapter 4. Why CORESTEM? | Appendix

    04 _ (SLE: Systemic Lupus Erythematosus)Investor Relations 2015

    2015 5