Poolbeg Pharma (POLB) Company Presentation summary

Investment highlights

• Management team with proven success in clinical trials, approvals, and commercialisation, including multiple IPOs led by Cathal Friel.

• Diversified pipeline targeting high unmet medical needs, including POLB 001, oral GLP-1R agonist, AI-led discovery, and orphan drug candidates.

• Revenue-focused model with near-term partnering and a cash balance of £10.1m as of June 2024.

• Actively engaging in partnerships to accelerate development and generate value.

Pipeline and programmes

• POLB 001 is a phase 2-ready oral p38 MAPK inhibitor for preventing and treating cancer immunotherapy-induced CRS, addressing a >$10bn market.

• POLB 001 shows strong preclinical and clinical data, with significant reductions in inflammatory markers and favorable safety profile.

• Oral GLP-1R agonist programme targets obesity and diabetes, aiming to improve oral bioavailability and patient access, with a proof-of-technology trial planned for H1 2025.

• AI-led programmes have identified novel drug targets for influenza and RSV, leveraging unique human challenge trial data.

• tPTX (topical pentoxifylline) is an orphan drug candidate for Behçet's Disease, showing accelerated ulcer healing and pain reduction in phase 2 trials.

Market opportunity and strategy

• CRS is a major barrier to broader use of cancer immunotherapies, with no approved preventative therapies and high associated healthcare costs.

• POLB 001 could enable outpatient delivery of immunotherapies, expanding patient access and reducing infrastructure needs.

• The addressable market for CRS prevention in MM and DLBCL is estimated at ~500,000 patients in the US and EU5 by 2030.

• The GLP-1R agonist market is projected to reach $150bn by 2031, with significant unmet need for effective oral therapies.

• AI-driven discovery offers faster, lower-risk target identification, with ongoing discussions for partnering.