State of the TB Alliance · 2019-12-11 · TB Alliance Portfolio Positioning TB Alliance’s relative involvement in the global TB drug pipeline increases from early to late stages

State of the TB Alliance:An UpdateMel Spigelman, M.D.Chief Executive Officer & President

TB Alliance Vision

2 – 4 months

6 – 30 months

10 days

Success will require novel multi-drug

combinations

TB Alliance Update(PPP)

People

Portfolio

Pesos

TB Alliance Organizational Chart

TB Alliance Portfolio 2009Lead

IdentificationLead

Optimization Preclinical Phase I Phase II Phase III

DISCOVERY CLINICAL DEVELOPMENT

GSK Whole-Cell Screening

Dual-Action Molecules

LeuRS Inhibitors

InhA Inhibitors

Mycobact. Gyrase InhibitorsNitroimidazoles

Quinolone TBK-613

Riminophenazines

PA-824Moxifloxacin

TB ALLIANCE PROGRAMS

Phenotypic Screening HTL

RNAP Inhibitors

Topoisomerase I Inhibitors

Tryptanthrines

Protease InhibitorsEM Inhibitors

NITD Portfolio

Natural ProductsMenaquinone Syn InhibitorsMalate Synthase Inhibitors

TMC-207

Diarylquinolines

BayerTB AllianceTibotec/J&J

ACSRC/UICGSK

IMM/BTTTRIGSK

GSK

Tibotec/J&JACSRC/CSU

KRICT/YonseiUIC/BioDuroAnacor

GSK/TAMUCSU

IMCAS/BTTTRIRutgersUPenn

IDRINYMC

NITD

KRICT/YonseiX

Global Clinical PortfolioNew TB Drugs in Registration Programs

Bayer, TB Alliance

Oflotub, TDR

Tibotec, TB Alliance

Otsuka

TB Alliance

Sequella

Lupin

Pfizer

Phase I Phase II Phase III

TB Alliance Portfolio Positioning

TB Alliance’s relative involvement in the global TB drug pipeline increases from early to late stages

Presence in discovery allows the TB Alliance to step in at any stage to help optimize and advance promising projects and to better pursue the clinical development programs

TargetDiscovery

Global TB Drug Pipeline

NewTherapy

Drug Discovery

Preclinical Development

Clinical Development

TB Alliance Portfolio

External PortfolioOther Private and public sector partners

Project

Knowledge

TB Alliance 2003-2009 Spending

5,658,2508,292,561

10,771,185

20,088,983

27,375,311

33,736,417

42,000,000

0

5,000,000

10,000,000

15,000,000

20,000,000

25,000,000

30,000,000

35,000,000

40,000,000

45,000,000

2003 2004 2005 2006 2007 2008 2009

2009 Projected Expenditures~$42mm

Portfolio Investment

67%

Research and Development

18%

Business Development

1%

Market Access, Fund Raising, and Communications

6%

Management and General

8%

0

10

20

30

40

50

60

70

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

ClinicalPreclinicalDiscovery

Portfolio Investment – External Expenses(C

ost A

lloca

tion,

$M

M)

(Year)

Clinical development costs drive expenses – consequence of success Discovery investment has reached steady state; discovery portfolio increase is

mainly supported by cost saving and leveraging external resources Discovery projects leverage approximately $2 of external resources for every

$1 of TB Alliance investment

Development growth trend

Discovery growth trend

DiscoverySteady State

Challenge

Significantly improve TB therapy (drug sensitive and

resistant TB)

Mobilize the necessary resources

to execute against the present plan

Opportunity

Thank you !