Adherium Ltd. · ASX:ADR
Adherium — Shareholder Meeting (July 2020)
18 slides from Adherium's shareholder meeting presentation, Jul 24, 2020
Slide 1: Extraordinary General Meeting CEO update
Adherium Extraordinary General Meeting CEO update July 2020 1
Slide 2: Disclaimer and Forward Looking Statement
Disclaimer and Forward Looking Statement The following material is of a general nature and has only been These risks and uncertainties include, but are not limited to: (i) the prepared as a presentation aid. This presentation does NOT contain possible delays in and the outcome of product development
Slide 3: Adherium: Overview
Adherium: Overview ➢ A leader in digital inhaled device adherence, remote monitoring and data management solutions for asthma and COPD patients ➢ Adherium develops, manufacturers and supplies a broad range of connected sensors for inhaled respiratory medications for patients, healthcare providers, p
Slide 4: Hailie Platform is Designed to Capture & Report Data
Hailie® Platform is Designed to Capture & Report Data Enabling Physicians to Improve Patient Outcomes Payer / Provider Online interfaces Patient data reporting ® • Monitors device activation, adherence Data and timing management • Physiological measures and analytics, in development Reimbursement-co
Slide 5: Vision and Strategy
Vision and Strategy 5
Slide 6: Adherium Vision and Positioning
Adherium Vision and Positioning To be the preferred respiratory inhalation monitoring system, enabling better clinical and financial outcomes for physicians, payers and patients with severe, uncontrolled asthma and COPD 6
Slide 7: Critical success factors in place to secure business traction
Critical success factors in place to secure business traction • High medical unmet Market Environment • Compelling economic rationale in severe asthma/COPD patients • Economic incentives for remote monitoring • Extensive market validation across multiple customers, Technology market ready for geogra
Slide 8: Significant unmet need and healthcare burden
Significant unmet need and healthcare burden in severe Asthma (25million, US) & COPD (24million, US) 24% Over 8m treated maintenance GINA Step 4-5 asthma patients in US demonstrate treatment “uncontrolled symptoms” Approx. 50% patients fail to take dose as prescribed 17% Proportion of US economic bu
Slide 9: GINA guidelines recommend electronic adherence monitoring
GINA guidelines recommend electronic adherence monitoring for difficult to treat/severe asthmatics GP OR SPECIALIST CARE Investigate and manage adult and adolescent patients with difficult-to-treat asthma Consider referring to specialist or severe asthma clinic at any stage Diagnosis “Difficult- 1 C
Slide 10: Business plan generates recurring revenue
Business plan generates recurring revenue Patient physiological data is Customer Adoption captured/recorded Post Covid Pre Covid Provider bills Positive Covid-19: CPT Code #99453/4/7 Reimbursement Accelerated US$1,400 Environment Adoption per patient Over 8m treated maintenance asthma patients in US
Slide 11: Enhanced Product & Platform Portfolio development
Enhanced Product & Platform Portfolio development 11
Slide 12: Sensor development partnership programme 2020 - 2021
Sensor development partnership programme 2020 - 2021 CURRENT IN DEVELOPMENT SENSOR DEVELOPMENT PIPELINE RESCUE/RELIEVER Adherium and Planet Innovation teams progress portfolio development GSK Ventolin HFA Teva ProAir HFA Merck Proventil H2 2020 First new sensors with physiological measure launch in
Slide 13: Software development partnership programme 2020 - 2021
Software development partnership programme 2020 - 2021 SOFTWARE ® Payer / Provider DEVELOPMENT PIPELINE Online interfaces Sensor attaches to inhaled Data medication device. Captures medication use and management Increase Platform physiological and analytics, capacity and capability measure data Micr
Slide 14: Business Road Map
Business Road Map 1 2 3 Q3 2020 – Q1 2021 Q2 2021 – Q4 2021 2022 Initial partner model Partner scale up in US Full expansion and platform establishment / proof of concept with revenue traction leverage in US and ex US ➢ Testing and proving of HGE and ➢ Scale up of HGE and Trudell activity ➢ Accelera
Slide 15: Investor opportunity for significant value re-rating with business progression
Investor opportunity for significant value re-rating with business progression ➢ High level of investor interest in technology and digital funds ➢ Telehealth/Remote Patient Monitoring acceleration and COVID-19 intensifying investor focus in segment ➢ Series of successful established and start up med
Slide 16: Adherium: Compelling Business & Investment Opportunity
Adherium: Compelling Business & Investment Opportunity ➢ High Unmet Medical Need and Healthcare Resource Burden in Asthma and COPD especially in more severe uncontrolled patient segments ➢ Global Treatment Guidelines now recommend use of electronic monitoring tools in assessment of severe patient se
Slide 17: New Highly Qualified Management in Place
New Highly Qualified Management in Place James Ward-Lilley Mike Motion Anne Bell Geoff Feakes Jane Lapon Chairman Chief Executive Officer Chief Financial Officer Chief Technical Officer Head of Pricing & • Extensive experience in • >35 years experience in medical • Qualified as a Chartered • >25 yea
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