Impedimed Limited · ASX:IPD
Impedimed — Shareholder Meeting (October 2015)
24 slides from Impedimed's shareholder meeting presentation, Oct 28, 2015
Slide 1: Annual General Meeting
Annual General For personal use only Meeting ASX:IPD October 2015
Slide 2: Disclaimer
Disclaimer For personal use only The material contained in this document is a presentation of general information about the activities of ImpediMed Limited (“ImpediMed”) current as at the date of this presentation. The information is provided in a summary form, does not purport to be complete and sh
Slide 3: Investment Summary
Investment Summary For personal use only IPD’s bioimpedance spectroscopy (BIS) — provides a simple, non-invasive system for accurately measuring tissue composition and fluid status First product, L-Dex®, allows early identification of lymphoedema — affects approximately 20% to 30% of cancer survivor
Slide 4: Significant Business Highlights - FY2015
Significant Business Highlights - FY2015 For personal use only L-Dex Granted Reimbursement Status for All Cancer Related Lymphoedema – significant market expansion with CPT® Category I Code descriptor granted for all cancer related lymphedema US reimbursement awarded — L-Dex awarded a unique, dedica
Slide 5: Corporate Overview
Corporate Overview Share Price Performance – 3 Years (October 2015) ASX: IPD - 26 Oct For personal use only 1.045 Price increase 0.065 (6.6%) • ASX listed (October 2007) • S&P/ASX 300 – added March 2015 • Operations in US (San Diego) and Australia (Brisbane) • 40 staff • Market capitalisation ~AU$30
Slide 6: Financial Year to Date (30 June 2015)
Financial Year to Date (30 June 2015) FY2015 FY2014 30 June - AUD % Change For personal use only $000 $000 Lymphoedema Revenue 2,043 1,594 28% Body Composition Revenue 969 891 9% Test & Measurement Revenue 1,832 1,036 77% Total Group Revenue 4,844 3,521 38% Operating Expenses 18,520 9,967 86% Operat
Slide 7: Clinical Benefits Of Knowing Fluid Balance and Tissue Composition
Clinical Benefits Of Knowing Fluid Balance and Tissue Composition For personal use only • Fluid imbalance has significant clinical implications • Detailed knowledge of fluid levels provide critical information for: • Heart failure and stages of progression • Cardiovascular complications • Potential
Slide 8: First Application – L-Dex for the Early Detection of Lymphoedema
First Application – L-Dex for the Early Detection of Lymphoedema For personal use only Simple and accurate measurement of fluid in limbs allows early detection and intervention 1. Treatment for cancer can damage the lymphatic system and result in fluid build up in the extremities 2. L-Dex is able to
Slide 9: A "Game Changing" Platform Technology
A “Game Changing” Platform Technology For personal use only • Informative – 256 frequency spectra provides detailed measurements of muscle, fluid, and fat • Simple to Use – easy placement of electrodes • Fast – 5-10 mins to measure • Non-invasive – no dyes or radiation • Safe – no safety concerns re
Slide 10: Lessons Learned From US Commercial Pilots - 2015
Lessons Learned From US Commercial Pilots - 2015 For personal use only What We've Learned Why it Matters to IPD • Multidisciplinary Cancer Centres are • Manage large chronic care patient best fit populations • Protocols integrated into Electronic • Ensures routine compliance and Medical Records are
Slide 11: NCCN and Clinical Guidelines
NCCN and Clinical Guidelines For personal use only NCCN Guidelines® standard for clinical policy in cancer care in the US • Guidelines have now formally recognised lymphoedema as a major, long- term, chronic disease that needs to be addressed • Most centres use guidelines in their care pathways • Ea
Slide 12: Clinical Evidence Also Driving Adoption
Clinical Evidence Also Driving Adoption For personal use only Our Post Approval Trial • 1,100 patient multi-centre, randomised controlled study (Level I Evidence) • ~27% enrolled • On track for interim data release late CY2016/ early CY2017 • Several of the most prestigious US cancer centres are par
Slide 13: Our Lymphoedema Strategy
Our Lymphoedema Strategy For personal use only Post Approval Study Timeline Strategy (1,100 patients) • Become Standard of Care for the Calendar Year Follow-up Presentation Publication early detection of lymphoedema 2017 +200 Patients (1 yr) Dec/Jan Apr - Jun • Continue NCCN Guideline 2018 +800 Pati
Slide 14: Gearing Up for Full National Launch
Gearing Up for Full National Launch For personal use only Sales Organisation Business Development Managers (3 planned - 3 onboard) • Focus on NCCN Alliance Centres and Tier I institutions • Responsible for selling L-Dex into the largest, cancer centres Strategic Account Managers (12 planned - 6 onbo
Slide 15: National Launch
National Launch For personal use only 2015 • National US Commercial launch of L-Dex commencing late 2015 2015 2016 • Establish integrated presence in 50 targeted high value top tier cancer centres – Begin with breast cancer lymphoedema screening (NCCN Guidelines) – Integrate into Electronic Medical
Slide 16: IPD Aligned with US Healthcare Transition
IPD Aligned with US Healthcare Transition For personal use only • US Healthcare system transitioning from Fee for Service to Value Based Medicine (improved patient outcomes at lower cost) • IPD has unique opportunity to be a leader in value based medicine • Proven and established technology • Low co
Slide 17: Strong News Flow Over Next Months
Strong News Flow Over Next 12 Months For personal use only • US commercial launch of L-Dex commencing late 2015 • Regular updates on US adoption and sales • Progress on additional cancer guideline outcomes • Expansion into new BIS opportunities 17
Slide 18: Acknowledgement and Thanks
Acknowledgement and Thanks For personal use only Professor Leigh Ward Special Acknowledgement and Thanks to Professor Leigh Ward. Congratulations on receiving the Clunies Ross National Science and Technology Award for his contribution to the development of bioimpedance spectroscopy application for l
Slide 19: Thank You
For personal use only Thank You
Slide 20: Appendix
For personal use only Appendix
Slide 21: Management Team Has Deep and Broad Commercialisation Experience
Management Team Has Deep and Broad Commercialisation Experience Frank Vicini, MD •Joined September 2014 Chief Medical Officer •25+ years as radiation oncologist For personal use only •Completed his fellowship at Harvard Medical School, has authored over 200 peer reviewed publications, and participat
Slide 22: Board of Directors
Board of Directors Cherrell Hirst AO •On Board since 2005 FTSE, MBBS, BEdSt, D.Univ •Appointed Non-Executive Chairman in Nov 2011 (Hon), FAICD For personal use only •Leading medical practitioner in breast cancer screening/diagnosis Non-Executive Chairman •Currently interim Chairman of the Board of T
Slide 23: Core Technology – Simple Method for Measuring Fluid and Tissue Composition
Core Technology – Simple Method for Measuring Fluid and Tissue Composition For personal use only Bioimpedance spectroscopy — a rapid, non-invasive system that provides highly accurate data Low Frequency Fluid Unique Spectra Impedance Fat Current passes around cells High Frequency Muscle 256 Frequenc
Slide 24: Potential Revenue Model for L-Dex
Potential Revenue Model for L-Dex For personal use only Annual US Relevant Cancer Incidences1 939,000 Patient Assessment Protocols (assuming US$112 per assessment - National Payment Amount) Per Patient Year 1 Year 2 Year 3 Year 4 Year 5 Total Patient 5 1-4 1-4 1-2 0-2 8 - 17 Assesments Revenue (US)