Atomo Diagnostics Ltd. · ASX:AT1
Atomo Diagnostics — Investor Presentation (April 2020)
18 slides from Atomo Diagnostics's investor presentation, Apr 16, 2020
Slide 1: Investor Update
Atomo Diagnostics Limited (ASX: AT1) For personal use only Investor Update 16 April 2020 This announcement was authorised by John Kelly, Managing Director: Atomo Diagnostics Limited Level 2, 701-703 Parramatta Road Leichhardt NSW 2047
Slide 2: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by Atomo Diagnostics Limited (“Atomo”), person, accepts any responsibility or liability for the content of this presentation This presentation may contains certain forward looking statements that are based based on information avai
Slide 3: Introduction to Atomo
INTRODUCTION TO ATOMO Atomo Diagnostics Limited (“Atomo”) (ASX: AT1) is an Australian medical device company For personal use only supplying unique, integrated rapid diagnostic test (RDT) devices to the global diagnostic market • Atomo’s patented devices simplify testing procedures and enhance usabi
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only Proven technology - the world’s first fully integrated, blood-based rapid test devices Large global market - US$4.57 billion1 lateral flow test revenues recorded globally in 2019 Multiple revenue streams from multiple diagnostic applications and customers
Slide 5: Milestones and Achievements
MILESTONES AND ACHIEVEMENTS Early Milestones Recent Milestones For personal use only • 2014: AtomoRapid RDT awarded Atomo HIV Self Atomo and Access Atomo announces ‘Best in Show’ at Medical Design Test approved Bio announce distribution Commenced In-house assembly Atomo lists Excellence Awards (MDEA
Slide 6: Atomo's Patent Protected Solutions – All-in-One Convenience
ATOMO’S PATENT PROTECTED SOLUTIONS – All-in-One Convenience • Atomo has developed a range of unique, integrated devices for blood-based rapid diagnostic testing For personal use only • The test process can be completed in just three simple user steps, with the result provided after 15 minutes * The
Slide 7: Atomo's Patent Protected Solutions – Atomo Pascal
ATOMO’S PATENT PROTECTED SOLUTIONS – All-in-One Convenience Atomo Pascal: Successfully commercialised for multiple applications, the Pascal device replaces complicated ‘bits in box’ For personal use only chemistry set test kit formats • The all-in-one integrated Pascal device removes the need to use
Slide 8: Atomo's Business Model
ATOMO’S BUSINESS MODEL Atomo has two distinct but complementary business models, designed to maximise commercial opportunities and achieve scale by establishing its technologies as an innovative user friendly solution for a broad range of applications For personal use only FINISHED OEM RDT RDT PLATF
Slide 9: Market Opportunity – Industry Overview
MARKET OPPORTUNITY – INDUSTRY OVERVIEW • Clinical applications for blood-based lateral flow rapid testing include infectious disease, chronic conditions, and consumer wellness • Global lateral flow assay market revenues were US$2.47 billion for medical testing in 2019 For personal use only • Key mar
Slide 10: COVID-19 Rapid Antibody Testing Opportunity
COVID-19 RAPID ANTIBODY TESTING OPPORTUNITY “Antibody tests are inexpensive, easily scaled and can For personal use only be administered and tested at hospitals, pharmacies or as self-testing kits within the patient’s own home, not dissimilar to currently available pregnancy assays.” Source: Citi Re
Slide 11: Atomo – COVID-19 Testing
ATOMO – COVID-19 TESTING • April 2020 - Atomo entered into an agreement with NG Biotech for the For personal use only supply of up to 2.46 million rapid COVID-19 test devices in 2020 • The COVID-19 tests will incorporate NG Biotech’s lateral flow test strips in Atomo rapid test devices for sale in F
Slide 12: Approved for Infectious Disease Self-Test
APPROVED FOR INFECTIOUS DISEASE SELF-TEST 1. Self-testing of healthcare workers For personal use only and their family members living in the same household 2. Supervised testing in nursing homes and other institutions 3. Self-testing of infected essential workers that have recovered www.atomodiagnos
Slide 13: Broad Intellectual Property Protection
BROAD INTELLECTUAL PROPERTY PROTECTION The patent claims are not limited to blood, lateral flow technologies, or immunoassay-based testing, meaning there is further scope to exploit and monetise Atomo’s IP portfolio. For personal use only Patents cover a broad commercial and geographical scope of bl
Slide 14: Key Business Metrics
KEY BUSINESS METRICS A$'000 Revenue 1,000 For personal use only 900 Pro-forma (A$'000) FY18 FY19 H1 FY20 800 700 Revenue 287 540 937 600 Cost of Sales ( 228) ( 443) ( 544) 500 Gross Profit 59 96 393 400 Gross Profit Margin 20.7% 17.8% 42.0% 300 Other Income / (Expenses) 1,047 520 - 200 Employee Bene
Slide 15: Board and Key Management
BOARD AND KEY MANAGEMENT Managing Director of BNP Paribas. Prior to that led Managing Partner at the Global Health Investment Fund (GHIF), a social management and coverage roles for Nomura impact investment fund, which manages approximately US$108 million For personal use only Securities in Sydney a
Slide 16: Indicative Capital Structure
INDICATIVE CAPITAL STRUCTURE Market Cap Ownership Shares Options Funds Raised @ 20c (Undiluted) For personal use only Existing Securities on Issue 310.8m 31.7m - $62.2m 55.4% Conversion of Convertible Notes 100.3m - - $20.1m 17.9% IPO Capital Raising (April 2020) 150.0m - A$30.0m $30.0m 26.7% Total
Slide 17: Investment Summary
INVESTMENT SUMMARY • Specialist Australian Medtech device developer supplying unique and proven, all- For personal use only in-one rapid diagnostic test (RDT) devices to the global market • The technology behind the world’s first fully integrated, blood-based RDTs for professional use and self-test
Slide 18: John Kelly, Managing Director
For personal use only John Kelly Managing Director john.kelly@atomodiagnostics.com +61 401 922 279 atomodiagnostics.com
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