Clearbridge Health Ltd. · SGX:1H3
Clearbridge Health — Investor Presentation (May 2018)
37 slides from Clearbridge Health's investor presentation, May 18, 2018
Slide 1: Redefining Healthcare in Asia with Precision
REDEFINING HEALTHCARE IN ASIA WITH PRECISION EMPOWERING PATIENT CARE WITH CLARITY Corporate Presentation
Slide 2: Important notice
Important notice Clearbridge Health Limited (the “Company”) was listed on Catalist of the Singapore Exchange Securities Trading Limited (the “SGX-ST”) on 18 December 2017. This presentation has been prepared by the Company and its contents have been reviewed by the Company’s sponsor, United Overseas
Slide 3: Content
Content 1. About our business 2. Competitive strengths 3. Financial highlights 4. Prospects and strategies 5. Summary
Slide 4: 1. About our business
1. About our business
Slide 5: Business overview
Business overview • Clinical Diagnostics – Health screening and management / Laboratory testing oncology diagnostics tests Focused on the • Lifestyle & Wellness Management Testing Services – use of services delivery of precision metabolomics to monitor an individual’s health and well-being medicine
Slide 6: Our journey
Our journey 2010 2015 2017 • Clearbridge Accelerator was • Sam Lab - CAP accreditation • Renamed Clearbridge Accelerator to Clearbridge Health founded • Acquired CBMG and its subsidiaries (CMG); • First investment in CBBP operates CMG HK and CMG SG • Increased shareholding interest in Sam Lab to 100
Slide 7: Corporate structure
Corporate structure CLEARBRIDGE HEALTH LIMITED 100% 20.98%(3) 100% 100% 100% 100% Clearbridge Medical Clearbridge BSA Pte. Clearbridge Assays Clearbridge Lifestyle SAM Laboratory Pte. Group Pte. Ltd. Ltd. (CBBSA) Pte. Ltd. Asia Pte. Ltd. Ltd. (Sam Lab) (CBMG) 2.22%(1) 39.70%(2) 26.85%(3) 100% 100% 1
Slide 8: Business model
Business model Economic Rights MedTech Areas MEDICAL CLINICS/CENTRES AND SERVICES Enables delivery of • Subsidiary – • Genomics Lifestyle and CBBP • Metabolomics Wellness Market and distribute our precision medicine in • Associates – • Liquid Biopsies laboratory testing services Asia CBB, SIAMH • Im
Slide 9: Collaborations with 3rd parties
Collaborations with 3rd parties * Providing technology access and product & Tapping on a network of technology and clinical partners to: service enhancements Enhance product and service offerings Gain access to cutting edge R&D activities Research and develop new products and services …and more… * C
Slide 10: Pan-Asian footprint
Pan-Asian footprint An overview Medical Clinics/Centres Upcoming Medical Clinics/Centres Exclusive distributor for MILS’ full range of diagnostics tests Exclusive distributor for diagnostic services (Genome One) Partnership with SGH for distribution of diagnostic services Sam Lab services distributi
Slide 11: Clearbridge Medical Singapore
Clearbridge Medical Singapore Onze@Tanjong Pager
Slide 12: Clearbridge Medical Hong Kong
Clearbridge Medical Hong Kong Causeway Bay Collaborations / events
Slide 13: Clearbridge Medical The Philippines
Clearbridge Medical Today The Philippines Quezon City Development plans Targeted renovation completion Aug 2018
Slide 14: ClearSkin The Philippines
ClearSkin The Philippines Quezon City Grand opening
Slide 15: Tirta Medika Jaya (TMJ) - Indonesia
Tirta Medika Jaya Before (TMJ) - Indonesia 20 hospitals RSUD Kumpulan Pane RSUD Dustira (P) RSUD Bayu Asih RSUD Ciamis RSUD Djasamen Saragih RS Sari Mutiara RS Pring Sewu After RS Bhayangkara Tebing Tinggi and more … RSUD Kumpulan Pane RSUD Djasamen Saragih
Slide 16: 2. Competitive strengths
2. Competitive strengths
Slide 17: Complementary segments
Complementary segments One of the first companies in Asia to cater to different 1 Lab testing services • Direct access to segments of the • Access to products/services • Market awareness patients medical industry • Additional marketing Medical/ channels 3 New tech 2 Medical clinics Strategic equity
Slide 18: Technology agnostic, holistic & patient-centric
Technology agnostic, holistic & Technology agnostic approach patient-centric Better purpose-suited offerings Reduce reliance and concentration risk Short time to market for medical technologies Holistic and patient-centric approach Access to cutting edge R&D More targeted and effective solutions
Slide 19: Our management team
Our management • Former CEO - Cordlife Group Limited (SGX-listed) Jeremy Yee team Executive Director • Former CFO - Cordlife Limited(1) • M.Comm (University of Sydney), MBA (Chicago and CEO Booth), M.A (Columbia University) Simon Hoo Dr. Loo Han Woen Jonathan Liau Fexlicia Lee Chief Business CBMG (S
Slide 20: 3. Financial highlights
3. Financial highlights
Slide 21: Key financial highlights
Key financial highlights FYE 31 December / FPE 31 March FY16 FY17 1QFY17 4QFY17 1QFY18 (S$’000) Revenue and profit Revenue 123 288 1 192 377 (Loss)/Profit before taxation (2,209) (10,906) 483 (2,343) (1,674) (Loss)/Profit attributable to owners of (1,951) (7,470) 55 1,037 (1,489) the company • FY17
Slide 22: Key financial highlights
Key financial highlights S$’000 As at 31 Dec 2016 As at 31 Dec 2017 As at 31 Mar 2018 Balance sheet Cash and cash equivalents 4,308 27,740 22,849 Total assets 46,671 68,793 67,842 Borrowings (current) - 9 10 Borrowings (non-current) - 1,632 1,629 Total liabilities 9,042 9,150 9,122 • Asset light wit
Slide 23: 4. Prospects and strategies
4. Prospects and strategies
Slide 24: Pan Asian healthcare industry
Pan Asian healthcare Dual disease Digital industry problem healthcare Infectious and More choices in Macroeconomic chronic / lifestyle diagnosis, factors diseases treatment and depicting the management of changing face of personalized patients medicine 1 3 5 Expanding 2 Private 4 International and u
Slide 25: Local and regional industry prospects
Local and regional POPULATION GROWTH; industry LONGER LIFE EXPECTANCY GROWING PRIVATE HEALTH Prevalence of conditions linked to SINGAPORE prospects ageing population such as INSURANCE INDUSTRY cardiovascular diseases and cancer €1.3 trillion in 2016 to €2.6 Factors supporting trillion by 2025(2) dem
Slide 26: Strategy
Strategy Direction and Look for implementation nexus of high II demand Scalable Address unmet III technologies and I Strategic affordable price needs Direction Strategic implementation 1. Formulating 2. Rethinking and 3. Tailoring and 4. Localising 5. Recognise a tailored implementing how customisin
Slide 27: Combining economies of scope and scale
Combining economies of scope and scale To achieve robust product lifecycles and revenue growth Revenue Terminal growth value Economies Sales of scope volume New products and services Introduction Growth Maturity Decline Economies of scale Time Points of entry Number of countries we are present
Slide 28: Value creation for backers of financial capital
Value creation for backers of financial capital 1 2 3 EBITDA Expansion Deleveraging Economies of scope resulting from innovation/ Cost of capital differentials adoption of new products/services Multiple market arbitrage
Slide 29: Future plans
Future plans Growing scale and Deepening our presence in scope while • Indonesia and The optimising capital Philippines structure Organic growth in • China, Myanmar, Malaysia and India,
Slide 30: Future plans
Future plans Current situation in Indonesia International Diabetes Federation- People with Diabetes (20-79) – 2017(5)
Slide 31: Future plans
Future plans Growing scale and Expand laboratory testing services scope while • Leverage early entrant advantage optimising capital • Strengthen market position structure • New complementary business areas
Slide 32: Future plans
Future plans Growing scale and Enhance internal capabilities and scope while efficiencies optimising capital • Human capital development structure programme • Brand awareness and identity • Logistics capabilities
Slide 33: 5. Summary
5. Summary
Slide 34: Investment merits
Our belief in Patient-Centric Care shapes how we conduct our businesses and operations Investment 1 merits Precision medicine tailors medical treatment and 2 prevention regimes to an individual’s profile Technology agnostic approach: best-in-class technologies and workflows and 3 a wide range of bet
Slide 35: Thank You
Thank You E&OE Information provided on this presentation is accurate as at 22 May 2018
Slide 36: Precision Medicine glossary
Precision Medicine glossary Precision medicine(6) (PM) is medical model that proposes the customisation of healthcare • Medical decisions, treatments, practices or products being tailored to the individual patient • For optimal therapy, diagnostic testing is employed based on the patient’s genetic c
Slide 37: Appendix
Appendix References 1. Information obtained from a publication published on 10 October 2016 entitled “Poised for Growth: Prospects for Southeast Asia’s Private Healthcare Providers” on the website of LEK Consulting. (http://www.lek.com/our-publications/lek-insights/prospects-southeast- asia-private-
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