4dmedical Ltd. · ASX:4DX
4dmedical — Conference Presentation (July 2021)
32 slides from 4dmedical's conference presentation, Jul 26, 2021
Slide 1: Investor Conference Presentation – July 2021
For personal use only Investor Conference Presentation – July 2021 26 July 2021 ASX: 4DX 4DMedical Limited | ACN 161 684 831
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by 4DMedical Limited (ACN 161 684 831) (Company or 4DMedical). This Future performance For personal use only presentation contains summary information about the Company, its subsidiaries and the entities, businesses and This present
Slide 3: Executive summary
Executive summary 4DMedical is a software company creating a step change in the capacity of physicians to diagnose and For personal use only manage patients with lung disease via its four-dimensional lung imaging platform – XV Technology™ • Focused on commercialising our flagship XV Lung Ventilation
Slide 4: Respiratory Diagnostics Market Overview
For personal use only Respiratory Diagnostics Market Overview 4
Slide 5: Global lung diagnostics market
Global lung diagnostics market ~US$31 billion global lung diagnostics market opportunity ripe for disruption For personal use only • Initial focus is on penetrating the U.S. and Computed Australian markets representing a US$13.7bn Tomography (CT) and US$285m opportunity respectively Procedures • Giv
Slide 6: Spirometry & PFT and X-ray technology
Spirometry & PFT X-ray technology Accurate but insensitive Inexpensive, but tells us very little about airflow For personal use only Overview Overview • Invented in 1846 • Invented in 1895 • 1-dimensional technology • 2-dimensional technology • Current benchmark in lung diagnostics • Widely used in
Slide 7: Computed Tomography (CT) and Nuclear medicine
Computed Tomography (CT) Nuclear medicine Sensitive, but expensive and high radiation dose Capability to measure both ventilation and perfusion, For personal use only but has significant limitations Overview • Invented in 1971 Overview • Considered the current gold standard in • Invented in 1963 lun
Slide 8: Introducing XV Technology™
For personal use only Introducing XV Technology™ 8
Slide 9: Overview of XV Technology™
Overview of XV Technology™ • XV Technology is 4DMedical’s flagship, patented respiratory imaging For personal use only platform allowing physicians to understand regional air flow in the lung, and identify respiratory deficiencies earlier and with greater sensitivity • Utilising proven mathematical
Slide 10: XV Technology™ demonstration
XV Technology™ demonstration For personal use only Healthy Lung Diseased Lung Subtle defect Uniform ventilation Compensation Defect 10
Slide 11: XV Technology™ value proposition
XV Technology™ value proposition For personal use only Superior lung health Non-invasive and fast Earlier diagnosis provides Seamless integration analysis to existing imaging protocol improved patient outcomes with radiology modalities (~5 mins) workstreams Rapid integration (~5 days) Cost effective
Slide 12: Support from key opinion leaders
Support from key opinion leaders For personal use only “4DMedical lung imaging “Overall pulmonary airflow “[4DMedical’s technology] is a “There are many advantages to technology provides a rare measurements do not provide breakthrough in understanding 4DMedical’s technology over existing and excitin
Slide 13: Company Overview
For personal use only 13 Company Overview
Slide 14: Recent milestones & announcements
Recent milestones & announcements 4DMedical has achieved several important commercial milestones in the last 12 months For personal use only August 2020 October 2020 December 2020 February 2021 May 2021 Successful Initial AusIndustry approved First commercial use of ALHI awarded $28.9m Commenced fir
Slide 15: Product development principals
Product development principals Accessible 4DMedical’s mission is to improve global health For personal use only by providing revolutionary, non-invasive imaging technologies that enable unprecedented insight Readily utilised within into pulmonary function existing medical settings Affordable Non-inv
Slide 16: Product pipeline
Product pipeline 4DMedical’s products are designed to improve patient outcomes for lung disease sufferers For personal use only 1 2 3 XV LVAS VQ XVD Scanner XV Lung Ventilation Analysis Software Ventilation Perfusion XV Dedicated Lung Scanner • Quantifies regional lung function at all • Evaluates ai
Slide 17: Product milestones
Product milestones Strategically planned to build upon the previous products target indications and market opportunity For personal use only 2021 2022 2023 2024 Engineering VQ XVD Pre-clinical trials VQ XVD Regulatory & Review USA VQ XVD AUS VQ XVD Commercialisation XV LVAS VQ XVD Notes: • XVD Scann
Slide 18: Commercialisation Strategy
For personal use only Commercialisation Strategy 18
Slide 19: Commercialisation strategy
Commercialisation strategy Two pillars of 4DMedical’s commercialisation strategy to secure market share and scale For personal use only Clinical trials Clinical pilots Research partners delivering the body Physicians gaining familiarity with XV of scientific evidence for clinical use Technology and
Slide 20: Commercialisation roadmap
Commercialisation roadmap Each strategy supports broad market adoption and uptake of XV Technology For personal use only Clinical trials Clinical pilots 1 Build relationships with eminent KOLs in specific indications 1 Sales team identify medical practice with strong interest in XV Technology Commen
Slide 21: Clinical trial pipeline
Clinical trial pipeline PH Lung Transplant CB (Veterans) Cleveland Clinic Duke University Duke University Each trial is conducted to the For personal use only VQ XV LVAS XV LVAS highest scientific standards under ethics oversight by Institutional First Imaging Patient Recruitment First Imaging Revie
Slide 22: Clinical pilot pipeline (AUS)
Clinical pilot pipeline (AUS) Since expanding the sales team we For personal use only have rapidly built a strong pipeline of clinical pilot demand 2 GP Types of pilot partners: • Capital city hospitals 1 • Major regional hospitals 2 1 GP • National imaging centre GP 1 2 • Respiratory specialist hea
Slide 23: Clinical pilot pipeline (USA)
Clinical pilot pipeline (USA) Since expanding the sales team we For personal use only 1 2 have rapidly built a strong pipeline 1 2 of clinical pilot demand 1 2 1 1 1 1 2 2 2 2 2 1 1 1 3 Types of pilot partners: 1 1 • Capital city hospitals 1 2 2 3 1 1 • Major regional hospitals 2 • National imaging
Slide 24: Example case study (1)
Example case study (1) Hiatus Hernia Reduced ventilation For personal use only Summary XV LVAS Scan Patient unable to complete spirometry. Strong pain on the right side. XV LVAS demonstrated an unexpected, dramatic loss of ventilation function in the right lung. Physician was then able to prescribe
Slide 25: Example case study (2)
Example case study (2) Hiatus Hernia For personal use only CT Scan XV LVAS Scan Summary CT imaging indicated a large hiatus hernia. XV LVAS demonstrated a greater functional reduction in ventilation than expected from CT changes. Age 69 Indications • Past history of COVID-19 • Gastric Oesophageal Re
Slide 26: Appendix
For personal use only 26 Appendix
Slide 27: Investment summary
Investment summary 1 Founder-led software-as-a-service company, clinically validated to For personal use only provide superior outcomes at a lower cost than incumbent diagnostics 2 Significant addressable market, with attractive growth driver, and regulatory clearance in the U.S. and Australia 3 Est
Slide 28: Cloud-based workflow
Cloud-based workflow 4DMedical’s cloud-based workflow seamlessly integrates with doctors' current practice For personal use only 2. Patient presents at a hospital or private clinic for imaging (XV protocol agnostic to hospital X-ray hardware). 3. Secure PACS to PACS transfer via third-party partner
Slide 29: Technology comparison
Technology comparison For personal use only Spirometry & PFT X-ray (Thoracic) CT (Thoracic) Nuclear Medicine XV LVAS Year technology invented 1846 1895 1971 1963 2012 # of procedures (U.S., p.a.) 12,200,000 49,590,000 10,888,664 778,000 - $ on procedures (U.S., p.a.) US$878 million US$5.95 billion U
Slide 30: 4DMedical Board of Directors and Advisory Board
4DMedical Board of Directors Advisory Board For personal use only Dr. Sam Hupert Advisory Board Member Co-founder and Chief Executive Officer of Bruce Rathie Andreas Fouras PhD Lilian Bianchi Dr Robert A. Figlin Pro Medicus Ltd (PME.ASX) which Chairman, Non-Executive Group Managing Director & Non-Ex
Slide 31: Corporate snapshot
Corporate snapshot Capital structure (ASX: 4DX) Senior Management Team For personal use only Share price (23 July 2021) $1.37 Andreas Fouras Managing Director & CEO Shares on issue 294.5 million Heath Lee Chief Financial Officer Options issued 20.6 million Craige Pendleton-Browne Chief Information O
Slide 32: Contacts
Contacts For personal use only Corporate Investor Relations Media Charlene Stahr Simon Hinsley Matthew Wright Company Secretary +61 401 809 653 +61 451 896 420 companysecretary@4dmedical.com shinsley@4dmedical.com matt@nwrcommunications.com.au For more information, please visit www.4DMedical.com 32