Dariohealth Corp. · NASDAQ:DRIO
Dariohealth — LabStyle Innovations — Investor Presentation (July 2016)
26 slides from Dariohealth's investor presentation, Jul 27, 2016
Slide 1: Digital Health Innovators Company Overview - July 2016
Digital Health Innovators Company Overview - July 2016
Slide 2: Forward-looking statements
Digital Health Innovators • This presentation of DarioHealth (the “Company”) and statements of our management or agents related thereto contain or may contain forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 (the "Act"). Statements which are not
Slide 3: Investor Considerations
Digital Health Innovators Investor Considerations Nasdaq: DRIO 3 DarioHealth is disrupting the multi - billion dollar diabetes monitoring industry with a unique, all - digital, patient - centric glucose monitor ~ 415 M to ~ 642 M by 2040 Vast and growing need for diabetes monitoring with the number
Slide 4: Evolution of Glucose Monitoring Products
Digital Health Innovators 4 th Generation – Native Mobile 3 rd Generation - Bluetooth 2 nd Generation - Cable 1 st Generation - Accurate EVOLUTION OF GLUCOSE MONITORING PRODUCTS Nasdaq: DRIO 4 From two decades ago to personalized disease management with 1990s 2016 Dario’s innovative technology platf
Slide 5: Current Target Market
Digital Health Innovators Current Target Market Nasdaq: DRIO 5 A massive and growing market opportunity within global population of those who suffer from diabetes. Mobile health applications are one of the fastest growing categories in the app market. $10B $31B 2016 2020 +15% CAGR $31B Global mHealt
Slide 6: Digital Health Market Overview
Digital Health Innovators Nutrition & Wellness $292B Personalized Medical Care $9B - $118B Digital Health Market Overview Nasdaq: DRIO 6 Enormous demand “upstream” to apply “user - centric” Dario solutions to broader health markets Source: The New Science of Personalized Medicine, PricewaterhouseCoo
Slide 7: Today's Market Offerings
Digital Health Innovators Today’s Market Offerings Nasdaq: DRIO 7 Most offerings include only partial solutions to blood glucose testing and disease management. DARIO Solution: testing device coupled with an engaging management experience Disease management Dedicated Device Smartphone Compatible Har
Slide 8: Competitive Differentiation
Digital Health Innovators Competitive Differentiation Nasdaq: DRIO 8 Dario is the only competitively priced device that … Type Basic Feature BGM BGM for Insulin Users All - in one Smartphone Connected Cellular connectivity Dario Sample products Freestyle, Verio , Contour, Aviva Aviva Expert, Insulin
Slide 9: Revenue Model
Digital Health Innovators Revenue Model Nasdaq: DRIO 9 Multiple revenue streams including subscription - based recurring revenue Sale of disposable strips under subscriptions Device and Disposables Data Monetization Services Meta - analysis for Payers and HMOs, online monitoring for insurers, clinic
Slide 10: Revenue Model: Subscription based recurring revenue
Digital Health Innovators Revenue Model Nasdaq: DRIO 10 Subscription based recurring revenue driven by growing user base ~250 ~ 2,300 March-16 June-16 # of Device Users in the U.S. • ~90% of users in the U.S. who download the app purchase the device • Experiencing early traction in the U.S. market s
Slide 11: Dario SMART Diabetes Management Solution
Digital Health Innovators Dario SMART Diabetes Management Solution Nasdaq: DRIO 11 Delivering accessible digital solutions to users so they can live healthier lives through an integrated meter and user - friendly mobile interface. Trust Understand Connect Sleek, accurate, all - in - one Smart Meter
Slide 12: Dario Smart Meter
Digital Health Innovators Dario Smart Meter Nasdaq: DRIO 12 Completely integrated all - in - one device with extreme levels of accuracy that fits right in your pocket. Smart Meter The simple - to - use Dario Smart Glucose Meter automatically tracks your blood sugars with a tiny meter that plugs into
Slide 13: MyDario App Features
Digital Health Innovators MyDario App Features Nasdaq: DRIO 13 Beyond monitoring to comprehensive disease management in the palm of your hand with app enhancements every 4 to 6 weeks based on user feedback and market needs • Analyze traits • Chart levels • Get “at a glance” statistics • Super positi
Slide 14: Dario Care
Digital Health Innovators Dario Care Nasdaq: DRIO 14 The ultimate tool for healthcare professionals The platform is designed to enable healthcare providers to connect their patient’s data over the cloud, gather information and generate advanced, accurate reports. Easy to use Data Analysis Accessibil
Slide 15: Demand Creation
Digital Health Innovators Demand Creation Nasdaq: DRIO 15 PUSHING Product - Physical device Middleman Payer Pharmacies Professionals Consumer PUSHING New Model Physical device Engaging Application Middleman Payer Pharmacies Professionals Self Managing Consumer PULLING a mass of users, engaged to the
Slide 16: Media Coverage and User Testimonials
Digital Health Innovators Media Coverage and User Testimonials Nasdaq: DRIO 16 Featured in global publications in high - tech, medicine, innovation and consumer spaces Users speak to life - changing impact of using the Dario solution “My son is 9 years old. We have had the Dario for about 4 weeks no
Slide 17: Product Availability
Digital Health Innovators Product Availability Nasdaq: DRIO 17 Rapid geographic roll - out changing lives all over the world… launched in U.S. in 2016. 2.5M 29.2M 2.8M 3.5 0.4M 1.1M Source: IDF Diabetes Atlas 7 th edition 2015 Adults with Diabetes
Slide 18: Comparable Valuations
Digital Health Innovators Comparable Valuations Nasdaq: DRIO 18 Disruptive digital health data solutions valued at premiums. $ 2.9B or 6x revenue Inovation Holdings (INOV) $950M market cap or 9x revenue MindBody (MB) $1.4B market cap or 10x revenue Evolent Health (EVH) $600M market cap or 7x revenue
Slide 19: Market Trends
Digital Health Innovators Market Trends Nasdaq: DRIO 19 Traditional, high - cost healthcare system is rapidly evolving to adopt lower - cost, more personalized care solutions Traditional Healthcare Evolving to Wellness Care Healthcare is no longer about disease - care but rather people - care. Consu
Slide 20: Near-term Strategy
Digital Health Innovators Near - term Strategy Nasdaq: DRIO 20 Steady and consistent product roll - out over the next 18 months to deliver user - centric, personalized digital health solutions to humans. MyDario - Diabetes Management Dario Care MyDario Apps Dario Wellness Dario Analytics App
Slide 21: Disruptive Digital Marketing Strategy
Digital Health Innovators Disruptive Digital Marketing Strategy Nasdaq: DRIO 21 Leveraging social media to reach millions quickly and at a relatively low cost compared to traditional media. Radio 38 Years TV 13 Years Internet 4 Years Facebook 9 Month Time to reach market Time it Takes to Reach 50M C
Slide 22: Revenue
Digital Health Innovators Revenue Nasdaq: DRIO 22 Delivering consistent revenue growth ahead of U.S. product launch. $ 67 $ 175 $270 $ 308 $ 568 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 $ in thousands U.S. product launch in March 2016
Slide 23: Balance Sheet
Digital Health Innovators Balance Sheet Nasdaq: DRIO 23 Sufficient cash to execute near - term strategy through at least ~$ 2.00 cash per share. For the period ending $ in thousands 3/31/16 12/31/15 Cash $8,267 $2,671 Total assets $10,963 $5,077 Liability related to warrants $1,863 $2,610 Total liab
Slide 24: Management
Digital Health Innovators Management Nasdaq: DRIO 24 An experienced management team with vast software, medical device and technology experience guided by a world class board of directors and scientific advisory board. Erez Raphael CEO & Chairman • 17 + years of industry experience • Served as Head
Slide 25: Investor Considerations
Digital Health Innovators Investor Considerations Nasdaq: DRIO 25 DarioHealth is an emerging leader in the mHealth market, initially disrupting a multi - billion dollar industry with a unique, all - digital, patient - centric glucose monitor. ~642M People with Diabetes by 2040 Targeted social media
Slide 26: Contact Information
Digital Health Innovators Contact Information Nasdaq: DRIO 26 Company Contact 1500 District Ave . Suite 1089 Burlington, MA 01803 investors@mydario.com www.mydario.com Investor Relations Brett Maas , Managing Partner Hayden IR Tel 646.536.7331 | brett@haydenir.com www.haydenir.com
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