Dorsavi Ltd. · ASX:DVL
Dorsavi — Bioshares Conference 2016
30 slides from Dorsavi's conference presentation, Aug 1, 2016
Slide 1: eHealth: The Future of Global Healthcare
For personafuse only Ace oll e@HEALTH: THE FUTURE OF GLOBAL HEALTHCARE OUR INSATIABLE APPETITE FOR DATA
Slide 2: eHealth Definition
e@HEALTH DEFINITION Wikipedia: eHealth is a term for healthcare practice supported by electronic processes and communication | : Wearable sensors - gather digital movement & muscle activity data dy Reports - automated report generation to multiple levels 8. (Clinician, Patient, Workplace, Athlete) C
Slide 3: Providing eHealth Solutions Across Three Market Sectors
PROVIDING eHEALTH SOLUTIONS ACROSS THREE MARKET SECTORS ——— ViSafe (OHS) Launched OHS product into the UK and the US New contracts with major OHS clients in UK & US (Toyota, Jaguar, TFL, Heathrow) Repeat & large scale OHS deals contracts (TFL, Crown and Monash/Allianz) ViMove (Clinical) Beachhead Cl
Slide 4: Financial Overview
FINANCIAL OVERVIEW dorsaVi Ltd (ASX : DVL) Share price Shares on issue Revenue” EBITDA Loss from continuing . (1,659,235) operations Cash position “Unaudited “ Excludes ‘Interest Earned!’ and Grant Income (Total revenue 2016 $3.2M) 3,000 2,500 2,000 $ Thousand e a 8 2016" 3,019,000 1,000 N/A 500 dor
Slide 5: What Are the Changes in the Market Place That Create a Need?
WHAT ARE THE CHANGES IN THE MARKET PLACE THAT CREATE A NEED? 1. Growth in cost of healthcare vs GDP growth (global issue) 2. Aging population (healthcare costs will only worsen) pee 3. Technology revolution (size, speed, artificial intelligence, data storage) immediacy, interconnectedness) StreamSha
Slide 6: What Is the Competitive Landscape for Your Solution?
WHAT IS THE COMPETITIVE LANDSCAPE FOR YOUR SOLUTION? Consumer vs Medical Wearables qe Consumer Wearables The various monitors didn’t perform well on people with dry skin or hairy arms, and performance also depended on the fit of the watch, The Wall Street Journal reports. ‘Fitbit hit with class-acti
Slide 7: Barriers for Competitors to Overcome
BARRIERS FOR COMPETITORS TO OVERCOME Publish Health ms economic data from Initiate RCT ff Sf US low rl ack _ Normative Pes's*¥ PY i Physio dataset Soy accepted % Secure deals PY FDA G with large Mc Physio ‘Musculoskeletal Utilise existing ov eS reimoursement chains J / = codes v v ~ @ FDA Laurch io
Slide 8: This Is Not a Local Problem
THIS IS NOT A LOCAL PROBLEM (HEALTH SPENDING >> GDP GROWTH) Average growth rate of health spending and GDP per capita, 1990-2012 » Health spending has outpaced economic growth = GDP growth per capita Health spending growth por capita so USA 70M © Health Spending growth per capita 3.1% ] GDP Growth 1
Slide 9: Tech Changes Assisting the Delivery of eHealth Solutions
TECH CHANGES ASSISTING THE DELIVERY OF eHEALTH SOLUTIONS 1947 2000 2013 2016 First Holter Current State for dorsaVi’s Current dorsaVi’s imminent Monitor Device Movement Analysis V5 Product Release Product >$500k set up $5k set up <$1k set up Need engineer to operate 2 hr training (sci grad) 10 min t
Slide 10: For personal use only
$560B // 10 For personal use only $309B $243B $188B Diabetes Cancer Heart Chronic Disease Pain
Slide 11: The Clinical Course of Low Back Pain - Why It Costs $194B p.a.
THE CLINICAL COURSE OF LOW BACK PAIN - WHY IT COSTS $194B P.A. 45 to 72% of people will have recurrences within 12 months Repeat Spinal Surgery 0k (19% repeat) Opioids Physio/Chiro Cumulative: $400k Surgery $50k (Fusion/ Discectomy) Fusion: 20,000p.a. Average cost $45k (0% success rate) Referral to
Slide 12: The Four Elements of Treatment for Low Back Pain
12 THE FOUR ELEMENTS OF TREATMENT FOR LOW BACK PAIN Live Assessment FDA Cleared Live Training (Treatment) Monitoring Movement re-education Data capture from the with live data feedback patient’s real world Tailored Biofeedback Programmed alerts and reminders to guide patient’s movements rt (8-24 hou
Slide 13: Treatment Effect from ViMove
TREATMENT EFFECT FROM ViMove QVAS Comparison Among Groups (p < 0.001) ite, 3% Control pA] 33.1 <x a on © H45% Intervention : 20 i 10 0 0 3 8 12 26 52 Time (Weeks) BE Z, Biofeedback 13
Slide 14: Compelling Clinical Data in Chronic Low Back Pain
14 COMPELLING CLINICAL DATA IN CHRONIC LOW BACK PAIN Peer reviewed publication in May 2015 BMC Musculo Skeletal Journal, (Assc Prof Peter Kent, Denmark) A multi-center, cluster randomized, placebo-controlled trial Clinical trial undertaken at 8 sites including the Austin and Epworth Hospitals. 112 s
Slide 15: Impact
For personal use only dorsaVi Impact // 15
Slide 16: Clinical Platform to Manage Data, Reports and Communication
CLINICAL PLATFORM TO MANAGE DATA, REPORTS AND COMMUNICATION
Slide 17: eHealth's Role in Reducing Occupational Risk
e@HEALTH’S ROLE IN REDUCING OCCUPATIONAL RISK V ViSafe WdorsaVi Work injuries cost $250B p.a. (US) Large untapped market with appetite for wearable data Unique IP leading to reduced costs Interventions involving: Job assessment Equip change Pre employ screen Better decisions based on fact, not opini
Slide 18: Assessment and Metrics to Understand Movement Risk
18 ASSESSMENT AND METRICS TO UNDERSTAND MOVEMENT RISK Bus Unit: Security & Surveillance Location: Melb Box swap (9.9 minute task) Back Left Shoulder Right Shoulder ROM % time outside preferred Preferred Preferred Job: movement zone Security Task: Repetitions Preferred Soft drop/Box swap Sustained po
Slide 19: dorsaVi's OHS Platform
dorsaVi’S OHS PLATFORM OHS Platform Risk Matrix Video Library TRAINING JOB DICTIONARY PRE-EMPLOYMENT SCREENING Report Web Portal EE) a@ Insurer Specialist & 19 ©W dorsaVi
Slide 20: Predictive eHealth Solution Rather Than Reactive
PREDICTIVE eHEALTH SOLUTION RATHER THAN REACTIVE Senior management are able to gain a heat map of who’s moving well and not well © dorsaVi 7
Slide 21: Making a Huge Commercial Difference
21 MAKING A HUGE COMMERCIAL DIFFERENCE ior See = Case study from large organisation = Used dorsaVi sensors to identify risk & plan changes Third party - pre employment screening = Consumable revenue from 300+ screenings to dorsaVi Optimised training protocol - benchmarking Months of employment Month
Slide 22: eHealth's Role in Elite Sports
22 eHEALTH’S ROLE IN ELITE SPORTS Previous Management of Stress Fractures Warriors’ Nedovic suffers stress fracture, out for FIBA World Cup ta ver Step1 Step 2 “ Bone Scan X-Ray Step 4 Surgery Games missed = 12-24 weeks (30 — 60 games) © dorsaVi 7
Slide 23: Changing the Sports Prevention Paradigm
23 CHANGING THE SPORTS PREVENTION PARADIGM New Management of Stress Fractures Step1 Step 2 Step3 dorsaVi assessment Bone Scan 3-4 weeks Rehab Games missed = 3 weeks (6-9 games) : ° : B KK 3 weeks out instead of 12-24 weeks wb Vv dorsaVi 7
Slide 24: Using eHealth in >65 Research Projects in US, Aust and Europe
24 USING eHEALTH IN >65 RESEARCH PROJECTS IN US, AUST AND EUROPE ¢ Unique insights coming from these commercial research projects ¢ Each project will lead to multiple new publications and potential new IP ¢ 45,000 individual data sets and building daily ¢ Medical device and Pharmaceutical companies
Slide 25: Market Is Already There - Exploiting the Current Market
MARKET IS ALREADY THERE - EXPLOITING THE CURRENT THE MARKET ViSafe (OHS) — ViMove (Clinical) ae ViPerform (Sport) — Distribution Channels Insurance companies (RMF) (Allianz, Allianz, CGU...) Large global corporates airlines, transport, manufacturing) Regulators (WorkSafe) (cautious but significant)
Slide 26: Number of New Devices Sold/Leased Each Year
For personal use only // 26 NUMBER OF NEW DEVICES SOLD/LEASED EACH YEAR 150 devices (Aust) 70 devices (Europe) 80 devices (USA) 150 70 Aust 24,000 Physios 45 USA 35 UK 284,000 (0.5% Penetration) 48,000 Physios Physical Therapists 2013 2014 2015 2016 • Immediate target market: > 350,000 Physios (Addi
Slide 27: Successful Example of Similar Product's Uptake in the Physio World
ar SUCCESSFUL EXAMPLE OF SIMILAR PRODUCT’S UPTAKE IN THE PHYSIO WORLD i Drivers for change : + Social media * Clinical evidence Joseph Pilates - 1961 Boutique Physios centres _ Pilates becomes mainstream started using Pilates - 2005 in physio centres - 2010 What triggers will do this for dorsaVi’s p
Slide 28: eHealth Is Revolutionising Healthcare
28 e@HEALTH IS REVOLUTIONISING HEALTHCARE 45% Reduction in Pain 1. Wearables data provides peer reviewed evidence for long term behaviour change 2 ————— oh ae 2. Behaviour change sustained at 12 month FU and positive health economic benefits 2° i N+) 3. Crowded consumer products will struggle to cha
Slide 29: For personal use only
dors V ViSafe WV ViPerform Andrew Ronchi PhD (Eng), B.App.Sci (Physio) Chief Executive Officer Level 1, 120 Jolimont Road, East Melbourne, Victoria 3002 Office: +61 9652 2192 | Mobile: +61 417 882 267 ar@dorsaVi.com | dorsaVi.com ©W dorsaVi
Slide 30: Disclaimer
// 30 Disclaimer For personal use only This presentation does not constitute investment, legal, taxation or other advice and the presentation does not take into account your investment objectives, financial situation or particular needs. You are responsible for forming your own opinions and conclusi