Optiscan Imaging Limited · ASX:OIL
Optiscan Imaging — Investor Presentation (September 2012)
18 slides from Optiscan Imaging's investor presentation, Sep 17, 2012
Slide 1: Optiscan Imaging Limited (OIL)
For personal use only OptiScan Imaging Limited (OIL) Angus Holt – Executive Chairman September 2012 1
Slide 2: Disclaimer
Disclaimer This presentation has been produced by Optiscan Imaging Limited (“Optiscan”) only and may contain forward-looking statements that are based on management’s current expectations, beliefs and assumptions and are subject to a number of risks and uncertainties. The forward-looking For persona
Slide 3: An Australian Technology and Product Development company
For personal use only An Australian Technology and Product Development company “at the forefront of live micro imaging, the next frontier of medical imaging” OptiScan Imaging Limited 15-17 Normanby Road Notting Hill Victoria, Australia 3168 3
Slide 4: For personal use only
For personal use only THE TECHNOLOGY PURPOSE/USE EFFICACY/TRIALS THE MARKETS THE COMPANY/OPPORTUNITY Appendix – Competition and Major Players 4
Slide 5: The Technology
THE TECHNOLOGY For personal use only The world’s first and highest resolution miniaturized microscope for interactive, in vivo imaging of surface and subsurface cell layers A unique combination of computer (h/w, s/w), laser, optical fiber, scanning and lens technology Rigid probe – neuro, ENT In
Slide 6: In-House Manufacturing
In-House Manufacturing For personal use only ISO13485 accredited organisation Proprietary know-how embedded in the process Generic components are out-sourced Clean room facilities Significant scope for large scale manufacturing and service 6
Slide 7: Robust Intellectual Property Portfolio
Robust Intellectual Property Portfolio For personal use only ~50 patent families Long-life patents Granted in all major jurisdictions No royalties No infringements/disputes – FTO Long pipeline of technological/IP development 7
Slide 8: New (2nd) Generation Technology
New (2nd) Generation Technology OptiScan has developed a second generation endomicroscopy system, For personal use only the scanner being more streamlined, efficient and 70% smaller in volume than that (1st generation) present in Pentax’s ISC 1000 endomicroscope The 2nd Generation Technology offers:
Slide 9: Purpose/Use
PURPOSE/USE For personal use only The ability to visualise cells (largely cancerous and pre-cancerous lesions) in real time and in HD leads to more efficient and fewer procedures with better patient outcomes and consequent healthcare system benefits: See & treat approach made possible Fewer bi
Slide 10: Efficacy/Trials
For personal use only EFFICACY/TRIALS 10
Slide 11: Investigator/Partner Sponsored Clinical Trials
Investigator/Partner Sponsored Clinical Trials For personal use only Gastroenterology Trials: Over 100 published studies containing original clinical trial data Trials in U.S., Germany, France, Italy, China, Singapore, Australia Multi-center European trials led by Johannes Gutenberg University
Slide 12: Optiscan Sponsored Clinical Trials
OptiScan Sponsored Clinical Trials Gastroenterology Trials: “First time in human” For personal use only studies at two centers. Cervical Trials: 3 published papers, including the British Journal of Obstetrics and Gynaecology Endometriosis Trials: (incomplete, paused due to resourcing constrain
Slide 13: Milestone International Multi Center Trial
Milestone International Multi Center Trial – paper presented May 2012 in San Diego, CA International multi center to compare High Resolution Endoscopy (HRE) to For personal use only Endomicroscopy (eCLE = Optiscan’s technology) Trials took place at: Johns Hopkins, Baltimore, MD Mount Sinai S
Slide 14: Markets – Near Term
MARKETS Near Term For personal use only Gastroenterology In market for 6 years (2006 via Pentax ISC-1000) >20,000 procedures Clear patient, clinician and system benefits US insurance reimbursement set for implementation in January 2013 Addressable market >$1bn Neuro (Carl Zeiss partner
Slide 15: Markets – Medium, Longer term & Blue Sky
MARKETS Medium, Longer term & Blue Sky For personal use only Carl Zeiss licensed: ENT (near term) Ophthalmology Breast Women’s health – endometriosis, cervical cancer Prostate Liver Pancreas Lung and pleura Skin Telepathology 15
Slide 16: The Company and Opportunity
THE COMPANY AND OPPORTUNITY A company resurrected from the GFC and poised to break into multiple major medical markets in the near term. For personal use only Highlights Pioneers and world leaders in endomicroscopy OptiScan is one of only two technologies that allow for in vivo imaging at the cell
Slide 17: Major Milestones/Events
Major Milestones/Events 1994 Optiscan founded by Peter Delaney and Martin Harris For personal use only 1997 Optiscan raises $3m under its IPO and lists on the ASX 2001 FDA clearance and release of Stratum (skin scanner) World’s First human confocal endomicroscopy by OptiScan – “endomicroscopy”
Slide 18: Capital Structure and Financial
Capital Structure and Financial Capital & Corporate Structure For personal use only ~159m ordinary shares on issue, no material options/warrants Optiscan Pty Ltd operating company (100% subsidiary of OIL) ~3,500 shareholders Financial 2013FY – cash inflows virtually certain as at September 20
Optiscan Imaging — Investor Presentation (September 2012) on 6ix