Fisher & Paykel Healthcare Corporation Limited · NZX:FPH
Fisher & Paykel Healthcare — Investor Day (September 2012)
32 slides from Fisher & Paykel Healthcare's investor day presentation, Sep 28, 2012
Slide 1: Fisher & Paykel Healthcare Investor Day 2012
Introduction For personal use only Fisher & Paykel Healthcare Investor Day 2012 28 September 2012 Mike Daniell – Managing Director & CEO 1 Agenda Our Opportunities Time Subject Presenters 9.30am Introduction Mike Daniell (MD & CEO) Lewis Gradon (Snr VP - Products & Technology) 9.45am Respiratory & A
Slide 2: Respiratory and Acute Care – Invasive Ventilation
Respiratory and Acute Care Respiratory and Acute Care – Invasive Ventilation For personal use only • Normal airway humidification is bypassed or compromised during ventilation or O2 therapy MORE CRITICAL LESS CRITICAL • Mucociliary transport system operates less effectively • Need to deliver gas at
Slide 3: Optiflow Therapy, Surgical and Obstructive Sleep Apnea
Optiflow Therapy, AIRVO Surgical For personal use only • Patients breathe humidified air and • Patients receive CO2 gas to inflate oxygen through nasal surgical site or to protect from gas cannula (interface) bubbles or infection • Humidifier controllers, • Humidifier controllers, chambers, chambers
Slide 4: Margin Expansion Opportunities
Margin Expansion Opportunities Margin Expansion Opportunities For personal use only Mexico • New Products • New products, processes commissioned in NZ first – patient benefit • Subsequent capacity increases – Mexico – user benefit • Currently ~ 25% consumables – payer benefit • Premium Products 12 1
Slide 5: Respiratory and Acute Care Overview
Respiratory and Acute Care Respiratory and Acute Care Overview For personal use only Subject Presenter Care Continuum and Opportunities Matthew Payton (RAC Product Group Manager) Clinical Evidence Geraldine Keogh (RAC Clinical Research Manager) - Invasive Ventilation - Noninvasive Ventilation - Opti
Slide 6: Invasive Ventilation: Bypassed Upper Airway
Invasive Ventilation: Bypassed Upper Airway Predictive Model For personal use only • Intubation prevents normal, physiological gas Predictive model of inspired humidity conditioning vs. mucosal function vs. exposure time – Bypasses humidification system of nasopharynx – Dry medical gas (15oC, 0.3mgH
Slide 7: Secretion Quality and Clinical Outcomes
Secretion Quality For personal use only Methods • Surgical ICU, n=120 • Prospective study using an algorithm to choose humidification devices Aim • Patients with bloody secretions, thick tenacious sputum, and core Determine the utility of a temperature <32oC were given HH humidification algorithm in
Slide 8: Endotracheal Tube Patency; Noninvasive Ventilation
Endotracheal Tube Patency Noninvasive Ventilation For personal use only Reduction in ETT volume (Day 5) (Day 10) “During long-term MV, HH MeanSD, **P <0.01 should be the technique of Essential Humidity to Maximize NIV Success Increase in ETT Blasius resistance choice for adequate humidification” Me
Slide 9: Humidification Guideline and Optiflow
Humidification Guideline – May 2012 Q&A For personal use only Recommendations • Active humidification for NIV is highly suggested to improve adherence and comfort • Passive humidification (HME) is not recommended for NIV as it increases WOB and PaCO2 Restrepo & Walsh 2012; American Association of Re
Slide 10: Optiflow Benefits and Mechanisms of Action
Optiflow Benefits Mechanisms of Action For personal use only Level 3 1. Comfort Clinical Outcomes 2. Deliver up to 100% oxygen accurately Level 2 3. Flushing of anatomical deadspace Physiological Outcomes Level 1 4. Positive airway pressure during the respiratory cycle Mechanisms of Action 5. Optimi
Slide 11: Mechanisms of Action: Dead Space and Airway Pressure
Mechanisms of Action: Flushing of Anatomical Dead Space Mechanisms of Action: Flushing of Anatomical Dead Space For personal use only • Continuous flushing of the upper airway (anatomical dead space) There are two key benefits of this flushing effect: • Washout is caused by the continuous delivery o
Slide 12: Optiflow Physiological and Clinical Outcomes
Optiflow: Physiological Outcomes Clinical Outcomes: Escalation of care For personal use only A randomized controlled trial to assess the effectiveness Several studies have found of nasal high-flow oxygen in intensive care patients • Decreased dyspnoea • Parke et al, CVICU, Auckland City Hospital • D
Slide 13: Clinical Outcomes: Exacerbations
Clinical Outcomes: Exacerbations Clinical Outcomes: Exacerbations For personal use only The clinical utility of long-term humidification therapy in chronic airway disease Results • Rea et al. 2010, Respiratory Medicine • 108 patients diagnosed with COPD or bronchiectasis • Decreased exacerbation day
Slide 14: Evaqua II, Evatherm
Evaqua II For personal use only • High humidity gas can damage ventilators • Able to deliver all therapies of the Care Continuum • Solution is patented Evaqua technology • Can be used with single patient use • Evaqua II also has patented, and reusable consumables improved inspiratory limb • Kitted w
Slide 15: Optiflow: AIRVO / myAIRVO
Optiflow: AIRVO / myAIRVO For personal use only 56 57 Product Features and Improvements • Flow range • O2% range • Setting O2% • Patient settings • Hospital settings for fleet consistency • Error handling • Support for Pediatric patients • Filtering • Reprocessing 58 59
Slide 16: OLED Display, Reprocessing, Optiflow Cannula
For personal use only New full colour OLED display Reprocessing • Vastly improved user interface for setting flow, O2 • Better support for the disinfection process – Information at start-up – Disinfection progress chart 60 61 Delivering Optiflow F&P Optiflow Adult Nasal Cannula • Wide bore cannulae
Slide 17: Neonatal Oxygen Therapy Cannula
Neonatal Oxygen Therapy Previous Practice Cannula For personal use only 64 65 Easy-Click Connector Flexi-tube Wigglepads and Butterfly Base Soft-touch Nasal Prongs 66 67
Slide 18: Morning Tea Break / Obstructive Sleep Apnea
Q&A For personal use only 69 68 69 Morning Tea Break Obstructive Sleep Apnea 71 70 71
Slide 19: Obstructive Sleep Apnea Overview; New Mask Product Development
Obstructive Sleep Apnea Overview New Mask Product Development For personal use only Subject Presenter New Mask Products Andrew Somervell (OSA Product Group Manager) - F&P Pilairo™ - F&P Eson™ SensAwake™ Responsive Pressure Fiona Cresswell (OSA Clinical & Marketing Manager) Relief Info Technologies F
Slide 20: AirPillow Seal and Stretchwise Headgear
AirPillowTM Seal StretchwiseTM Headgear For personal use only • Micro-fine contoured seal (0.04 inches), soft and comfortable • Miniaturised single strap for attachment rather than stability • Ergonomically designed to self-inflate with CPAP flow, seals even at high pressures • Special stretch prope
Slide 21: Eson Mask Background and Technology
Q&A For personal use only 80 81 Background The Technology • The design brief was • Three key components – A nasal mask which optimised ease of use 1. RollFit™ Seal – Fewer parts 2. ErgoFit Headgear – Streamlined in appearance for appeal 3. Easy Frame – An innovative auto-adjusting sealing technology
Slide 22: The RollFit Seal and Easy Frame
For personal use only The RollFit™ Seal The Easy Frame • “Rolls” on the bridge of the nose • Low-profile for stability, durable and small – adjusts fit automatically, no complicated T-piece adjustments • A single frame attaches with an effortless Easy-Clip to all three seal sizes – Minimises pressur
Slide 23: F&P ICON with SensAwake Pressure Relief
F&P ICON with SensAwake™ Pressure Relief For personal use only • Pressure intolerance is a common side effect of CPAP therapy • In the last decade expiratory pressure relief technologies have been introduced in an attempt to address this: ‒ Lowers the pressure during expiration by a pressure of 1, 2
Slide 24: Detect, Relieve and Return SensAwake
Detect SensAwake™ For personal use only Airflow Signal • Has been included in our Auto CPAP, first • Regular breathing pattern SleepStyle and then ICON during relaxed sleep • Irregular breathing during • Now available in fixed CPAP – ICON transition from sleep to Premo, allowing us to compete in the
Slide 25: Info Technologies: Compliance Monitoring
Q&A Info Technologies For personal use only 96 97 Compliance Monitoring Our Customer’s Challenges • Differing Patient Demographics and Insurance rates • The market is facing increased requirements for compliance • Increased costs associated with remote monitoring – monitoring driven either by Govern
Slide 26: Introducing Info Technologies
Introducing…Info Technologies InfoSmart Web - Dashboard For personal use only Info Technologies have been designed to meet the evolving need for remote compliance management 100 101 Remote Patient Uploads InfoSmart Web - Customised Reminders Effortless, low cost way to communicate with patients • 3
Slide 27: InfoSmart Reports and Physician Access
InfoSmart – Comprehensive Reports InfoSmart Web - Physician Access For personal use only • Can see all their patients with one logon • Can change prescriptions • Can see which DME is managing their patient • Can leave DME a note about the patient 104 105 Summary Q&A A fully integrated system to opti
Slide 28: US Market Update – OSA
US Market Update - OSA US Market Update Overview For personal use only Subject Presenter Competitive Bidding Paul Shearer (Senior Vice President – Sales & Marketing) Home Sleep Testing (HST) Transportation Industry CPAP Supplies (re-supply requirements) FPH Strategy Paul Shearer – Senior VP – Sales
Slide 29: Competitive Bidding Round 2 and Home Sleep Testing
Competitive Bidding Round 2 Competitive Bidding Round 1 2 For personal use only • 91 CBA’s • Essentially same program as Round 1 covering +50% population • Reimbursement rates announced October 2012 • Winning providers announced April 2013 • Effective 1 July 2013 • Market expects similar reimburseme
Slide 30: Home Sleep Testing Strategy; Transportation; CPAP Supplies
Competitive Home Sleep Bidding Testing (HST) Round 1 Competitive Our StrategyBidding - HST Round 1 For personal use only • Majority of HST patients will not be titrated in a sleep lab Growth Drivers for HST utilisation • A HST patient will be less informed and less familiar with CPAP • Increased awa
Slide 31: Our Strategy: Patient Interface and CPAP Efficiencies
Competitive Our StrategyBidding Round 1 Competitive Patient Interface Bidding Round 1 For personal use only • Focus on Efficiencies • Improve Customer Business Efficiencies – Easy and quick fitting = Less time – Wide fitting range = Less inventory • Reduce Customer Operating Cost – Comfortable fit =
Slide 32: Summary and Closing Comments
Summary Q&A For personal use only • Competitive bidding driving provider consolidation and focus on improving efficiencies and patient compliance • Growing HST momentum driving unattended titrations • Potential regulations in the Transportation Industry will drive additional market growth Drive F&P
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