Atomo Diagnostics Ltd. · ASX:AT1
Atomo Diagnostics — Investor Presentation (May 2023)
31 slides from Atomo Diagnostics's investor presentation, May 2023
Slide 1: Atomo Diagnostics
ATOMO DIAGNOSTICS (ASX:AT1)
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by Atomo Diagnostics Limited (“Atomo”) based on made available to the recipient in connection with the opportunity outlined in this presentation and information available as at the date of this presentation. The information in this presentation is no re
Slide 3: Who is Atomo?
=) : WHO IS ATOMO?
Slide 4: Atomo's Vision, Mission & Values
ATOMO’S VISION, MISSION & VALUES Empowering people to enjoy healthier, more informed lives through fast, accurate point of care testing. We are re-imagining diagnostics by putting the user experience at the centre of everything we do. Atomo's mission is to ensure equitable and affordable access to a
Slide 5: Who is Atomo and what does it do?
WHO IS ATOMO AND WHAT DOES IT DO? Atomo Diagnostics Limited is an innovative medical device diagnostics company supplying unique, integrated rapid diagnostic test devices and finished point-of-care rapid tests to global partners and consumers WHO IS ATOMO? WHAT DO WE DO? Headquartered in Australia a
Slide 6: Atomo's Journey
ATOMO’S JOURNEY 2010 - 2016 Design, development and validation of Atomo receives TGA approval Access Bio receives FDA clearance Atomo expands international Atomo's integrated rapid test technology for COVID-19 rapid antibody for COVID-19 antibody test on the commercial team in U.S. and test Atomo Ga
Slide 7: Atomo leads disruptive innovation in rapid testing
ATOMO LEADS DISRUPTIVE INNOVATION IN RAPID TESTING Atomo has developed best-in-class rapid tests that transform ease of use and reliability “I would rather pay for this test in future (than use a free test) if it “The lancet would not be out of place in a Christmas cracker” means it is this easy” Ho
Slide 8: Drivers of the adoption of rapid testing
DRIVERS OF THE ADOPTION OF RAPID TESTING Adoption of decentralised testing driven by ease of use, speed and accessibility 1 WHAT DRIVES ADOPTION OF RAPID TESTING ATOMO’S PASCAL DEVICE VS. COMPETITORS An independent study was conducted to validate Atomo’s Pascal device usability when compared to a st
Slide 9: Atomo's unique core capabilities driving success
ATOMO’S UNIQUE CORE CAPABILITIES DRIVING SUCCESS Atomo has commercialised rapid blood tests and products that are unmatched in the market INNOVATION COMMERCIAL SUCCESS ATOMO DNA & IP CORE FUNCTIONALITY TEST TECHNOLOGY FINISHED PRODUCTS MARKET ACCESS POINT-OF-CARE SELF TESTING Blood collection Integr
Slide 10: Atomo's OEM technology business
ATOMO’S OEM TECHNOLOGY BUSINESS Atomo offers partners a broad range of unique products that fundamentally improve rapid testing BLOOD TEST SOLUTIONS SWAB TEST SOLUTIONS BLISTER SOLUTIONS DIGITAL HEALTH OFFERINGS A range of proprietary integrated blood test Portfolio of patents and device development
Slide 11: Atomo's HIV Self Test commercialised and sold globally
ATOMO’S HIV SELF TEST COMMERCIALISED AND SOLD GLOBALLY Atomo has developed and successfully launched the world’s first integrated, blood-based HIV Self Test which is now registered in 46 countries with over 1.5 million units sold* With regulatory Finished product Atomo’s HIV Self HIV self-testing is
Slide 12: Future product roadmap
FUTURE PRODUCT ROADMAP Atomo has a strong pipeline of product development moving beyond infectious diseases to target women’s health and at-home wellness monitoring 2023/24 2024 AND BEYOND PREGNANCY FERRITIN VITAMIN D & OTHERS Atomo and partner NG Biotech have developed a Atomo is commercialising a
Slide 13: Atomo's business: de-risked, validated and scaling
ATOMO’S BUSINESS: DE-RISKED, VALIDATED AND SCALING PRODUCT RISK REVENUE / SALES RISK MARKET RISK REGULATORY RISK STATUS STATUS STATUS STATUS Designed to address user challenges Increasing HIV test sales, existing OEM Key stakeholders now support home testing Class IV (highest) approvals in place for
Slide 14: Atomo's Markets
C~) SN ATOMO’S MARKETS
Slide 15: The diagnostic test landscape
THE DIAGNOSTIC TEST LANDSCAPE The COVID-19 pandemic caused a step change in healthcare: lower costs, increased convenience and proven efficacy of at-home healthcare, diagnosis and treatment is now embedded in the ecosystem PUBLIC HEALTH BODIES Point-of-care testing has CLINICIANS AND experienced acc
Slide 16: The home test market - responding to consumer demand
THE HOME TEST MARKET - RESPONDING TO CONSUMER DEMAND New and incumbent industry players increasingly focused on at-home consumer test market Consumer-Initiated Testing $250M Revenues by 2025 * The slide depicts general examples, not only specific Atomo Diagnostics products, customers or channels ATO
Slide 17: Atomo's markets: rapidly growing point of care diagnostics
ATOMO’S MARKETS: RAPIDLY GROWING POINT OF CARE DIAGNOSTICS Global point-of-care markets present a significant opportunity for HIV, pregnancy and other emerging rapid test applications POC testing has experienced accelerated growth during and post the pandemic and is the fastest growing segment of th
Slide 18: HIV market opportunity
HIV MARKET OPPORTUNITY Ending HIV requires communities to test early, and test often 1 2 HIV DIAGNOSTICS GLOBAL MARKET SIZE (REVENUE AUD ) ATOMO’S OPPORTUNITY Atomo has approvals including CE Mark for Europe, Australian TGA and WHO prequalification, and is seeing growth across its global HIV busines
Slide 19: Pregnancy market opportunity
PREGNANCY MARKET OPPORTUNITY Atomo’s early detection pregnancy test has a material opportunity to create a premium niche in the valuable female healthcare market 1 2 GLOBAL PREGNANCY TESTING MARKET SIZE (REVENUE AUD ) ATOMO’S OPPORTUNITY Atomo has experience in expanding distribution partnerships ac
Slide 20: Ferritin market opportunity
FERRITIN MARKET OPPORTUNITY Providing an accurate, easy way to monitor your iron levels THE INCREASING NEED FOR RAPID FERRITIN TEST SOLUTIONS ATOMO’S OPPORTUNITY Atomo is targeting near-term approval and launch in Australia, NZ, the UK and Europe, and is confident of achieving significant World Heal
Slide 21: Target market opportunities
TARGET MARKET OPPORTUNITIES Providing a portfolio of tests in large, repeat-use monitoring and screening markets SEXUAL HEALTH HIV HIV/syphilis (combination blood device) Chlamydia/gonorrhea (combination swab device) FEMALE HEALTH Pregnancy Thyroid (TSH) monitoring Vitamin D OTHERS Gluten intoleranc
Slide 22: Making an impact
on) S MAKING AN IMPACT
Slide 23: Making an impact
MAKING AN IMPACT With experience in rapid test technology, Atomo has runs on the board VALIDATION ATOMO TESTS Number of clinical applications 7 2.8m Number of rapid tests successfully validated on Atomo cassettes manufactured and supplied REGISTRATIONS 44 3.7m OEM Number of countries with Atomo Numb
Slide 24: Environmental, Social & Governance
ENVIRONMENTAL, SOCIAL & GOVERNANCE The company has identified the following sustainability issues most material to its business and are important to key stakeholders such as investors, consumers, customers, supplier, governments and employees. PRODUCT QUALITY & SAFETY PRODUCT PRICING & ACCESSIBILITY
Slide 25: ESG - Case Studies
ESG - CASE STUDIES Atomo’s approach to ESG issues is consistent with the ambition of being an organisation for profit and for purpose Atomo operates from its facility in South As a producer of a product that becomes Africa where jobs have been created with medical waste once used, Atomo’s challenge
Slide 26: South African Operations
SOUTH AFRICAN OPERATIONS QMS PRODUCTION RAMP UP All processes are validated, verified Experience with scale-up and and audited by major SRA (WHO, tech transfer TGA & BSI) PRODUCED IN AFRICA SAP INTEGRATION Atomo’s HIV Self Test is $ End to end product and batch manufactured in Cape Town, traceabilit
Slide 27: Key Metrics
KEY METRICS ANNUAL REVENUE (A$m) Early revenue from first commercialisation of HIV Self Tests in the South African domestic market in FY19 14 12 Non-COVID revenue growth impacted during FY20-FY22 by 10 diversion of funding and attention to COVID-19 testing 8 6 Pivot to COVID-19 testing led to signif
Slide 28: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS Atomo actively participates in an expanding global rapid testing market driven by significant industry and consumer tailwinds 1 2 Atomo has patent protected user friendly testing technology, with multiple OEM contracts, a strong pipeline and emerging channel partner demand
Slide 29: Appendix
: APPENDIX
Slide 30: Atomo Diagnostics Corporate and Executive Information
ATOMO DIAGNOSTICS CORPORATE AND EXECUTIVE INFORMATION KEY FINANCIAL INFORMATION ASX Code AT1 Share Price A$0.04 Shares on Issue 570.9m Options on Issue 9.6m Market Cap* A$23m Current Cash (31/03/2023) $8.9m *Undiluted JOHN KELLY WILL SOUTER CHANDRA SUKUMAR MAJOR SHAREHOLDERS % (UNDILUTED) CHIEF EXEC
Slide 31: Atomo Diagnostics Board of Directors
ATOMO DIAGNOSTICS BOARD OF DIRECTORS JOHN KEITH DR. CURT LABELLE DEBORAH J. NEFF DR. CHERI WALKER DR. PAUL KASIAN NON-EXECUTIVE CHAIR NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR John is the Managing Director of BNP Dr. LaBelle has been actively involve