BLS Pharmaceuticals Limited · ASX:BLS
BLS Pharmaceuticals — Bioxyne — Investor Presentation (October 2024)
21 slides from BLS Pharmaceuticals's investor presentation, October 2024
Slide 1: Becoming Australia's leading manufacturer & wholesaler of novel medicines
Becoming Australia’s leading manufacturer & wholesaler of novel medicines ASX:BXN Investor Presentation | October 2024 Bioxyne | ASX:BXN | Investor Presentation | October 2024 | 1
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation (Presentation) has been prepared by Bioxyne Limited ABN 97 084 464 193 (Bioxyne or the Company). The information in this Presentation is of a general background nature, is in summary form and does not purport to be complete. The information in this p
Slide 3: Investment Highlights
Investment Highlights Strong revenue growth Holds extensive GMP First company licensed Diversified core of recording a 119% lift to licence issued by TGA for by TGA in Australia to healthcare & wellness $4.6m for Q1 FY25 on pcp, medicinal cannabis manufacture Psilocybin & revenue streams, from achie
Slide 4: Executive Summary
Executive Summary Bioxyne is positioned to become Australia’s leading manufacturer of novel medicines in health products and novel medicines like cannabis & psychedelics Bioxyne’s Core Brands $4.6m ~36% Total Revenue for FY24 Gross Profit Margin Q1 FY25, a 119% increase after all selling costs, up o
Slide 5: Significant Global Distribution & Sales Capabilities
Significant Global Distribution & Sales Capabilities Bioxyne has established a global supply, manufacture and distribution network, now rapidly scaling revenues to service both the B2B & B2C market for its products. $39.1B Europe $12.5B Asia $37.9B North America $9.1B Suppliers Latin America & Carib
Slide 6: Breathe Life Sciences' Supply Chain Model
Breathe Life Sciences’ Supply Chain Model API’s Product List1,2 AUS, CAN, EU, Herb, Dried (Flower) CHE, COL Prescriptions - 3,347,909 Oral Liquid Prescriptions - 3,025,118 Capsules Prescriptions – 339,791 Manufacturer Wholesaler Prescriber Pharmacy Inhalation (vapes) Manufactures & sells Wholesaler
Slide 7: Growth Strategy
Growth Strategy Bioxyne | ASX:BXN | Investor Presentation | October 2024 | 7
Slide 8: Commercial Milestones to Date
Commercial Milestones to Date Acquisition of Launch CanXChange, Completed PICs GMP Strategic alliance with CY BLS manufactures Launch of medical Production & Breathe Life providing accredited facility in QLD, with Biopharma AG to develop Australia’s first GMP THC products in the commercial release S
Slide 9: Growth Plan to Profitability in FY25 Focused on Diversified Revenue Base
Growth Plan to Profitability in FY25 Focused on Diversified Revenue Base B2B Non- Growth & profitability driven by 3 key segments pharmaceuticals 17% Forecast B2B Revenue by Pharmaceuticals Segment 61% (2025) Sales and distribution of Dr Watson® products (prescription and OTC) in Retail & D2C 22% Au
Slide 10: Near-Term Growth Strategy
Near-Term Growth Strategy CY24 CY25 • Become market leader in AUS for GMP manufacture of “Specials” • Manufacture 10,000kg of THC flower products • Secure UK licences for Specials (Cannabis) for Australian patients Medicinal cannabis • Import & Launch Dr Watson® THC Products in UK • Ramp up producti
Slide 11: Financial Overview
Financial Overview Bioxyne | ASX:BXN | Investor Presentation | October 2024 | 11
Slide 12: Cash Flow Positive
Cash Flow Positive Strong outlook for remainder of FY25 and beyond, following execution of significant contracts, providing revenue potential of over $20m p.a., with customer base continuing to build CASH RECEIPTS & NET CASH USED IN OPERATING ACTIVITIES ($000's) +117% $5,772 • Bioxyne has delivered
Slide 13: Financial Performance
Financial Performance Strong performance from provision of psychoactive medicines, supplements and foods made from cannabis, psilocybin & MDMA BXN REVENUS FROM OPERATIONS ($000’s) $25,000 100% ~$9.3m ~$4.6m $20,000 $20,000 80% Revenue for Q1 FY25 Total Revenue for FY24 (July-2024) $15,000 60% $10,00
Slide 14: Market Opportunity
Market Opportunity Bioxyne | ASX:BXN | Investor Presentation | October 2024 | 14
Slide 15: Focused Development of New Treatment Options for Patients Unresponsive to Conventional Therapies
Focused Development of New Treatment Options for Patients Unresponsive to Conventional Therapies Substantial opportunity for potential depression therapies from psilocybin and MDMA ~1BN ~33% Of patients with depression Affected people globally with respond inadequately to current mental health disor
Slide 16: Appendix
Appendix Bioxyne | ASX:BXN | Investor Presentation | October 2024 | 16
Slide 17: Experienced Leadership Team
Experienced Leadership Team Mr. Anthony Ho Samuel Watson Jason Hine Guy Robertson B. Com (UNSW), CA, FAICD, FCIS, FGIA BSc Finance and Economics BA Economics and Commerce B. Com (Hons.) CA Non-executive Chairman Managing Director Executive Director CFO & Company Secretary • Tony is an experienced co
Slide 18: Corporate Overview
Corporate Overview $0.030 180m $0.020 120m $0.010 60m - - Oct-23 Jan-24 Apr-24 Jul-24 Oct-24 Volume Share Price CORPORATE SNAPSHOT (15/10/2024) MAJOR SHAREHOLDERS Shareholder Shares (m) % Shares on Issue ~2,047m Breathe International Ltd 576,268,527 28.16 Options & Performance Rights 31.0m Kirkman T
Slide 19: B2C Business Model
B2C Business Model SOURCING Certified cultivators & suppliers around the world to deliver only the best APIs & starting materials MANUFACTURING ISO-accredited clean rooms & GMP standards to meet international quality standards across consumer health and pharmaceutical products Existing Distribution
Slide 20: B2B Business Model
B2B Business Model SOURCING Certified cultivators & suppliers around the world to deliver only the best APIs & starting materials CERTIFIED MANUFACTURING ISO-accredited clean rooms & GMP certification to meet international PICs quality standards Suppliers Existing Distribution & Sales PRODUCT Global
Slide 21: Contact
Contact: Samuel Watson – Managing Director info@bioxyne.com James Emonson – Corporate Advisor, Alpine Capital jemonson@alpinecapital.au Bioxyne | ASX:BXN | Investor Presentation | October 2024 | 21