Aravive (ARAV) Investor Presentation - Slideshow

Company Overview - Aravive is developing AVB-500, a first-in-class decoy protein targeting the GAS6/AXL signaling pathway, which is overexpressed in many cancers and associated with tumor growth and drug resistance[10, 12, 15] - Top shareholders, including insiders and institutional investors, hold approximately 70% of the company's outstanding shares[8] Clinical Development - AVB-500 in Platinum Resistant Ovarian Cancer (PROC) - Phase 1b trial data showed patients with trough concentrations >13.8 mg/L (MEC) had a median Progression Free Survival (mPFS) of 7.5 months compared to 2.8 months for those below MEC[32] - In patients with >MEC, the Overall Response Rate (ORR) was 50%, including 2 Complete Responses (CRs), compared to 22.2% below MEC[32] - Patients with >MEC achieved a median Overall Survival (mOS) of 19.0 months, compared to 8.7 months for those below MEC[32] - In bevacizumab-naive patients with >MEC, mPFS was 9.1 months and ORR was 71%[33] - A Phase 3 registrational trial in PROC is planned, using 15 mg/kg of AVB-500 plus paclitaxel, stratifying by prior bevacizumab use, with interim analyses to explore biomarkers[57] Clinical Development - AVB-500 in Clear Cell Renal Cell Carcinoma (ccRCC) - A Phase 1b/2 trial of AVB-500 in combination with cabozantinib is underway in ccRCC, with Phase 1b open and recruiting[79] Strategic Collaborations - Aravive has a collaboration with Wuxi Biologics to develop bispecific antibodies against CCN2 for cancer and fibrosis, with a potential best-in-class clinical therapeutic targeting desmoplasia and tumor growth expected in 2023[86] - Aravive entered an exclusive collaboration and license agreement with 3D Medicines for the development and commercialization of AVB-500 in Greater China, receiving an upfront payment of $12 million and eligible for up to $207 million in milestone payments, plus tiered royalties[89] Financial Position - As of September 30, 2020, Aravive had approximately $54 million in cash and cash equivalents, excluding $12 million from the China licensing collaboration and a $21 million investment from Eshelman Ventures[96] - The company expects its cash runway to fund current operating plans into the second half of 2022[96]