Zomedica Corp. · OTC:ZOMDF
Zomedica — Virtual Investor Summit March 2022
26 slides from Zomedica's conference presentation, March 2022
Slide 1: It's all in the waves
“It’s all in the waves” Larry Heaton March 2022 Chief Executive Officer NYSE American: ZOM
Slide 2: Forward Looking Statements
Forward Looking Statements These materials have been prepared for informational purposes only in relation to Zomedica and are not, under any circumstances, to be construed as an offering of any securities for sale directly or indirectly in any province or territory of Canada, in the United States or
Slide 3: Zomedica Investment Highlights
Zomedica Investment Highlights • Animal health market is growing at 9% CAGR, and is expected to reach $88.6 billion by 2028(1) • Diagnostics are expected to reach $12.6 billion by 2026 • Diagnostics shifting towards point of care (POC) offerings providing faster diagnosis for owners, and often bette
Slide 4: Experienced Management Team with Decades of Expertise
EXPERIENCED MANAGEMENT TEAM WITH DECADESOF EXPERTISE Larry Heaton Ann Cotter Tony Blair Adrian Lock Greg Blair Nicole Westfall Evan St. Peter Chief Executive Executive VP, VP, General Manager VP, Bus Dev & VP, Technology Chief Financial Officer VP, Marketing Officer Operations Head of Sales Strategi
Slide 5: Zomedica Critical Focus Areas
Zomedica Critical Focus Areas TRUFORMA® PulseVet® Reference Lab Quality with Point of Care Convenience Clinically Proven Global Leader • Launch into small animal • Expand installed market base of clinical sites • Expand Equine • Drive assay Indications for use to utilization grow utilization • Expa
Slide 6: Revolutionary reference lab quality immunoassay diagnostics at the point of care in minutes
Revolutionary reference lab quality immunoassay diagnostics at the point of care in minutes. 6
Slide 7: TRUFORMA Seeks to Change this Dynamic for Veterinarians, Patients and Pet Parents
Zomedica believes that existing in-clinic testing platforms do not provide the accuracy and precision necessary for the timely diagnosis and treatment of certain conditions. TRUFORMA® Seeks to Change this Dynamic for Veterinarians, Patients and Pet Parents 7
Slide 8: Based on clinically proven Bulk Acoustic Wave (BAW) technology
• Based on clinically proven, highly sensitive Bulk Acoustic Wave (BAW) technology • Developed and commercialized by Qorvo in Telecom & Aerospace industries • FDA emergency use authorization for COVID testing by Qorvo Biotechnologies Disposable Compact Timely and Cartridge Instrument Accurate Preloa
Slide 9: TRUFORMA Assay Development Targets
TRUFORMA® Assay Development Targets Multiple assay targets will drive utility for the practitioner. On the Market In Development Potential Opportunities Adrenal & Thyroid Panel for Dogs Expanding into high value Point Becoming a broad-based Point and Cats of Care solutions of Care lab solution Now A
Slide 10: TRUFORMA: Commercial Strategy
TRUFORMA: Commercial Strategy 10
Slide 11: Three Commercial Imperatives
Three Commercial Imperatives Grow Drive Launch Installed Utilization New Base Assays Leveraging MyZomedica Customer portal providing easy-to- read test results and Appreciation easy-to-use ordering Partner developing Program process assays Facilitates growth in Providing clinical New assays can be i
Slide 12: Companion Animal Diagnostics – Large and Growing Addressable Market
Companion Animal Diagnostics – Large and Growing Addressable Market • JP Morgan estimates Total Addressable Market for Diagnostics is over $30bn and is under 10% penetrated(1). • Only 22% of sick visits and 9% of wellness include bloodwork diagnostics(2). • Veterinarians cite diagnostics testing vol
Slide 13: Large Addressable Market Opportunity
Large Addressable Market Opportunity Total Worldwide Opportunity 23,000 U.S. clinics currently running in-house chemistry tests are Green field Clinics Not Running In-Clinic Chemistry immediate potential Today placement opportunities 50,000 108,000 International Clinics Already Running In-Clinic 35,
Slide 14: Expanding Sales and Marketing Organization
Expanding Sales and Marketing Organization • Multiple Sales Channels 3/6-9/2022 Western Vet. Conference Building sales team with multiple paths to sell - remotely, in-person and with the 3/17-20/2022 FVMA Annual Conference assistance of Veterinarians employed by Zomedica & PulseVet 3/24-27/2022 Caro
Slide 15: PulseVet Shock Wave Therapy Available for Equine and Small Animal
PulseVet Shock Wave Therapy Available for Equine and Small Animal 15
Slide 16: PulseVet Overview
PulseVet® Overview Zomedica acquired PulseVet October 1, 2021 • PulseVet shock wave therapy is the global market leader and enjoys wide adoption in equine uses with over 40 clinical applications • Over 1,500 systems actively in use; 75% in North America and 25% in the ROW, with subsidiaries in Switz
Slide 17: PulseVet Market Opportunity
PulseVet Market Opportunity Small Animal = 30,000 US accounts 25% penetration of small Animal market = $106m opportunity. Equine Penetration ~25% of 4450 accounts $16m Annualized Revenue 25% of Small Animal Greenfield PulseVet Accounts Greenfield Accounts 17
Slide 18: Equine Growth Drivers
Equine Growth Drivers • First-time purchases by equine Veterinarians continue to grow. New • Additional units for busy practices, second locations, multiple Veterinarians. Placements • Upgrades of discontinued models and devices greater than 5 years old System • ProPulse is lighter, and smaller with
Slide 19: Small Animal Opportunity
Small Animal Opportunity Passionate Leverage Total Early Sales Addressable Adopters Footprint Market Multiple clinical studies for Existing commercial team US companion animal market canine use generated by Early remains in place experiencing record growth. Adopters Zomedica’s national sales team US
Slide 20: Sniffing Out Future Technologies
Sniffing Out Future Technologies 20
Slide 21: Business Development Opportunities
Business Development Opportunities Strong Balance Sheet • $195 million net cash position as of 12/31/2021 Add to Product Portfolio Success • PulseVet is first step in expected build-out • Actively pursuing product portfolio expansion Accelerating Consolidation • Animal health industry continues to c
Slide 22: Financial Foundation & Performance
Financial Foundation & Performance 2021 Balance Sheet as of 12/31/2021 2021 Profit & Loss Statement ($ 000's) ($ 000's) 2021 Cash and Cash Equivalents $ 194,952.2 Net Revenue $ 4,133.1 Other Current Assets 5,455.3 Cost of Revenue 1,079.1 Total Current assets: 200,407.5 Gross Profit 3,054.1 Non-Curre
Slide 23: Why invest in Zomedica?
Why invest in Zomedica? • Humanization of Pets driving nearly 10% annual market growth. • Diagnostics Market expected to grow to $12.6B globally by 2026. • TRUFORMA® provides revolutionary reference lab accuracy with point of care convenience. Continued investment in assay menu expansion increases v
Slide 24: It's all in the waves – Investor Relations Contact
“It’s all in the waves” Investor Relations Contact: Kirin Smith, President PCG Advisory Inc 646-823-8656 | ksmith@pcgadvisory.com NYSE American: ZOM March 2022 24
Slide 25: Appendix
Appendix 25
Slide 26: Appendix - Endnotes
Appendix - Endnotes Grandview Research August 2021 Global Market Insights 2016 pet owner survey conducted by The Human Animal Bond Research Institute Foundation in partnership with Cohen Research Group (n=1,995 pet owners). Percentages represent those responding “Strongly Agree” of “Agree” Marketsan