Atomo Diagnostics Ltd. · ASX:AT1
Atomo Diagnostics — Canaccord US Growth Conference 2020
15 slides from Atomo Diagnostics's conference presentation, Aug 11, 2020
Slide 1: Canaccord US Growth Conference
This announcement was authorised by John Kelly, Managing Director For personal use only Atomo Diagnostics Limited 701 – 703 Parramatta Road Leichhardt NSW 2040 Australia CANACCORD US GROWTH CONFERENCE 11-13 August 2020 ATOMO DIAGNOSTICS LIMITED | (ASX: AT1)
Slide 2: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by Atomo Diagnostics Limited (“Atomo”) based on the opportunity outlined in this presentation and no representation or warranty is made in information available as at the date of this presentation. The information in this presentat
Slide 3: Introduction
INTRODUCTION For personal use only Atomo Diagnostics Limited is a medical device company supplying unique, integrated rapid diagnostic test (RDT) devices to the global diagnostic market Headquartered in Australia with global operations, Atomo develops, manufactures and sells innovative patented devi
Slide 4: Patented Protected Solutions
PAT E N T E D P R O T E C T E D S O L U T I O N S For personal use only Standard lateral flow ‘bits in a box’ test kits Atomo has developed a range of The test process can be completed typically contain multiple accessories unique, integrated devices that deliver in just three simple user steps, wit
Slide 5: Journey to Date
J O U R N E Y T O D AT E For personal use only Atomo secures impact Atomo secures Atomo and Mylan Commencement of Atomo sets up its Atomo secures loan & follow on equity CE Mark for its partner for HIV initial sales to HIV own South African COVID deals for from GHIF and a grant HIV Self-Test Self-Te
Slide 6: Current Business Focus
CURRENT BUSINESS FOCUS For personal use only COVID-19 HIV Self-Test OEM • Atomo rapid test devices in high • Atomo’s HIV self-test is the • Agreements to supply demand to respond to global only HIV self-test approved in US and European customers pandemic and increased testing Australia (TGA). It is
Slide 7: Revenue Channels
REVENUE CHANNELS For personal use only • Operating revenues for FY20 of approximately A$5.3 million (unaudited): 10x increase on FY19 revenue • Total units manufactured and sold in FY20 approximately 1.57 million, compared with 146,000 in FY19 • First material agreement executed in 2018 with revenue
Slide 8: COVID-19 Contracts
COVID-19 CONTRACTS For personal use only Customers Key terms Update and opportunity NG Biotech SAS • Existing Atomo partner for • 2.46m devices to be ordered in CY20 • 1.75m units ordered to date for France pregnancy testing • CE Marked COVID-19 test on Atomo • Sales to French Ministry of Defense an
Slide 9: Other Key Contracts
OTHER KEY CONTRACTS For personal use only Customers Key terms Update and opportunity Lumos • Existing Atomo partner for • Long term supply agreement • Best in class AMR screening test in the market Diagnostics FebriDx; a rapid test to • Atomo provides best-in-class devices for • FebriDx has already
Slide 10: US Focus - FY21 Onwards
US FOCUS - FY21 ONWARDS For personal use only • Majority of operating revenues expected from US Customers • Significant long term US shareholder (11.4%), Global Health Investment Fund – board seat • Material North American expansion from recent COVID-19 deal • US market well advanced in acceptance o
Slide 11: Extensive Product and Manufacturing IP & Know-How
E X T E N S I V E P R O D U C T A N D M A N U FA C T U R I N G I P & K N O W H O W For personal use only Extensive IP Portfolio: Atomo’s proprietary automated Atomo’s wholly owned HIV facility Several patent families granted or blister machine operating: PA, USA. in Cape Town, South Africa. pending
Slide 12: Corporate
C O R P O R AT E For personal use only KEY FINANCIAL DETAILS $ SHARE PRICE PERFORMANCE ASX code AT1 Share price (11th August 20) $0.375 Shares on issue 561.1m Options on issue 31.7m IPO @ 20c Market cap* $210m Cash on hand (30/6/20) $27.1m *Undiluted MAJOR SHAREHOLDERS % (UNDILUTED) Dalraida Holding
Slide 13: Outlook
OUTLOOK For personal use only The Atomo Mylan HIV Self Grow COVID revenues over the next three years Test has been prequalified through rollout across North America, Europe, by the World Health Australia and S.E. Asia Organisation and has CE Mark and Australian TGA Continue to deliver manufacturing
Slide 14: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only Multiple sales channels - Significant revenue secured across a number of growth – 10x FY20 vs diagnostic applications and FY19 revenue customers Large global market - Robust IP protection – US$4.57 billion lateral flow patents granted with test revenues re
Slide 15: For personal use only
For personal use only John Kelly Managing Director john.kelly@atomodiagnostics.com +61 401 922 279 atomodiagnostics.com
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