4dmedical Ltd. · ASX:4DX
4dmedical — Investor Presentation (September 2022)
45 slides from 4dmedical's investor presentation, Sep 6, 2022
Slide 1: The Future of Lung Health
For personal use only The Future of Lung Health Investor Presentation | September 2022 4DMedical Limited (4DX)
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by 4DMedical Limited (ACN 161 684 831) (Company or 4DMedical). This presentation contains summary information about the Company, its subsidiaries and the entities, businesses and assets they own and operate (Group) and their activi
Slide 3: Corporate overview
Corporate overview 4DMedical is a software company creating a step change in the capacity of physicians to diagnose and manage For personal use only patients with lung disease via its four-dimensional lung imaging platform – XV Technology® • Focused on commercialising our flagship XV Lung Ventilatio
Slide 4: Market opportunity: Respiratory diagnostics
For personal use only Market opportunity Respiratory diagnostics
Slide 5: Market opportunity
Market opportunity USD $31.3 billion p.a. global spent on respiratory diagnostics For personal use only Market Opportunity by Country2 Country Spend (USD) Procedures US 13,716M 73.5M Others 4,964M 59.8M Computed Procedures 44.5m Germany 2,678M 20.3M Expenditure USD $11.9 billion Tomography (CT) Japa
Slide 6: Market opportunity: Veterans' health in the United States
Market opportunity Veterans’ health in the United States For personal use only • 3.5 million U.S. troops have been exposed to toxic burn pits since • Process for securing contracts with DoD1 and VA2 through NASA’s 1991. SEWP3 program at a pre-agreed pricing structure of USD $171 per scan. • PACT Act
Slide 7: Respiratory diagnostics are failing us
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 CT: 1971 Nuclear Medicine: 1971 4DMedical Limited (ASX:4DX) Investor Presentation | July 2022 7
Slide 8: Respiratory diagnostics are failing us
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 1D technology 2D technology Accurate but insensitive Inexpensive, but tells us very 20% market little about airflow 67% market Cost Spirometry: USD $72; Complete PFT: USD $750 CT: 1971 Nuclear Medicine: 1971 Ad
Slide 9: Respiratory diagnostics are failing us
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 1D technology 2D technology Accurate but insensitive Inexpensive, but tells us very 20% market little about airflow 67% market Cost USD $120 (Average estimated) CT: 1971 Nuclear Medicine: 1971 Advantages 2-dime
Slide 10: Respiratory diagnostics are failing us
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 1D technology 2D technology Accurate but insensitive Inexpensive, but tells us very 20% market little about airflow 67% market Cost USD $525 (Average estimated) CT: 1971 Advantages: 3-dimensional scan (can’t mi
Slide 11: Respiratory diagnostics are failing us
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 1D technology 2D technology Accurate but insensitive Inexpensive, but tells us very 20% market little about airflow 67% market Cost VQ Scan: USD $1,503 (Average estimated) Advantages: Perfusion analysis capabil
Slide 12: Introduction to XV Technology
Introduction to XV Technology For personal use only 4DMedical Limited (ASX:4DX) Investor Presentation | August 2022 12
Slide 13: Advantages of existing modalities in a single platform
Advantages of existing modalities in a single platform For personal use only Functional insight Comparable High-detail of spirometry radiation dose resolution at a regional level to X-ray of a CT scan Improved clinical Faster, more efficient Competitive pricing outcomes testing using existing below
Slide 14: Clinical Value Proposition
For personal use only Clinical Value Proposition
Slide 15: Clinical use case: Silicosis
Clinical use case: Silicosis For personal use only 4DMedical Limited (ASX:4DX) Investor Presentation | September 2022 15
Slide 16: Clinical use case: COPD
Clinical use case: COPD For personal use only Age 60 Indications Prior biologics therapeutic for re-current exacerbation Baseline of moderate obstructive lung disease. Summary • SOB for further investigation. • At baseline CT was unremarkable. Placed on biologics for history of exacerbation. TV VH V
Slide 17: Clinical use case: Long COVID
Clinical use case: Long COVID For personal use only Chest CT: Acute COVID-19 Infection Age 52 Indications Long COVID symptoms Sex Summary • Patient hospitalised for COVID-19. • During admission chest CT observed peripheral ground-glass and consolidative pulmonary opacities (no XV LVAS® imaging was c
Slide 18: Commercialisation
For personal use only Commercialisation
Slide 19: Commercialisation: Two Pillars
Commercialisation: Two Pillars For personal use only Clinical trials Commercial pilots Research partners delivering the body of Physicians gaining familiarity with technology and scientific evidence for clinical use business case for clinical adoption Who Why Who Why • Assess holistic regional lung
Slide 20: Commercialisation: Clinical trials
Commercialisation: Clinical trials For personal use only Completed Studies Progressing Studies – Imaging Complete COPD Lung Transplant COPD CB (Veterans) COPD Paediatric CF Cedar Sinai Duke University Vanderbilt University Vanderbilt University University of Miami Johns Hopkins XV LVAS XV LVAS XV LV
Slide 21: Commercialisation: Johns Hopkins COPD trial result
Commercialisation: Johns Hopkins COPD trial result For personal use only • Has the capability of assessing regional ventilation defects, which is critical to optimising therapies. • Is a repeatable lung assessment tool in a cohort of COPD patients. • Illustrates distribution of airflow within the lu
Slide 22: Commercialisation: Vanderbilt PDRS trial results
Commercialisation: Vanderbilt PDRS trial results For personal use only • PDRS is not detectable by Spirometry, X-ray or XV clinical trial outputs displaying ventilation variation CT only via surgical biopsy. HEALTHY DISEASE • 4DMedical’s XV Technology® detects the presence of constrictive bronchioli
Slide 23: Commercialisation: Australia
Commercialisation: Australia For personal use only • Three-year contract signed with Australia’s largest radiology provider I-MED with a 250-site network. • Successfully rolled out the Company’s XV Technology® across 7 sites spanning 5 states. • Release of CT variant to accelerate rollout. I-MED • U
Slide 24: Commercialisation: United States of America
Commercialisation: United States of America For personal use only • The PACT Act legislation removes the burden of proof on veterans and provides an additional USD $280 billion to be spent over 10 years. • Ensuring veterans get the care they need includes ensuring that they are screened for toxic ex
Slide 25: Product pipeline
For personal use only Product pipeline
Slide 26: Product pipeline
Product pipeline For personal use only Software Company Offering XV LVAS® CT:V CT:VQ (ventilation) (ventilation) (ventilation / perfusion) Distribution X-ray XV Scanner CT (existing hospital hardware) (4DMedical hardware) (existing hospital hardware) 4DMedical Limited (ASX:4DX) Investor Presentation
Slide 27: Product pipeline: 2-year plan
Product pipeline: 2-year plan For personal use only • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution Distribution Fluoroscopy Computed Tomography XV Scanner (X-ray) (CT) (XVD) Ventilation XV LVAS® CT:V Rapid XV LVAS® 1 2 3 Offering Perfusion CT:VQ 4 4DMedi
Slide 28: Experienced Team
For personal use only Experienced Team
Slide 29: Experienced team
Experienced team Executive team For personal use only Dr ANDREAS FOURAS PhD RACHAEL TENKATEN Dr AIDAN JAMISON PhD NICHOLE MURRAY CEO Chief of Staff Senior Vice President Engineering Vice President Regulatory Affairs & Quality Award-winning aerospace engineer and innovator Aerospace engineer with exp
Slide 30: Experienced team: Board and advisory board
Experienced team Board of directors For personal use only Advisory board Dr SAM HUPERT MBBS Advisory Board Member Dr ANDREAS FOURAS PhD Co-founder and Chief Executive Officer of Pro BRUCE RATHIE LIL BIANCHI Dr ROBERT A. FIGLIN MD Medicus Ltd (PME.ASX) which develops and Non-Executive Chairman Managi
Slide 31: Executive Summary
For personal use only Executive Summary
Slide 32: Executive Summary
Executive Summary For personal use only • Clinically validated technology: richer diagnostic value, safer, lower cost. • Significant global market with attractive growth opportunities in the core U.S. market. • Top tier relationships: clinical and commercial • Massively scalable SaaS business model.
Slide 33: APPENDICES
For personal use only APPENDICES
Slide 34: Additional XV Case Studies
For personal use only Additional XV Case Studies
Slide 35: Case Study: Novel Treatment
Case Study: Novel Treatment Baseline 60 For personal use only Age Indications Novel treatment for a Severe Progressive Silicosis related Sex Occupational Lung Disease Summary • At baseline, there are advanced changes of chronic, complicated silicosis as marked by nodular coalescence and fibrosis in
Slide 36: Case Study: Assessment of Hiatal Hernia
Case Study: Assessment of Hiatal Hernia Hiatal Hernia For personal use only Age 69 Indications • Past history of COVID-19 Sex • Gastric esophageal reflux disease • Recurrent chest infections Summary • CT imaging indicated a large hiatal hernia. XV LVAS demonstrated a greater functional reduction in
Slide 37: Product pipeline (in detail)
For personal use only Product pipeline (in detail)
Slide 38: Product pipeline
Product pipeline For personal use only DISTRIBUTION Modality Fluoroscopy Computed Tomography XV Scanner (X-ray) (CT) (XVD) Ventilation XV LVAS® CT:V Rapid XV LVAS® OFFERING Perfusion X:VQ CT:VQ Rapid VQ • Ventilation (V) refers to the flow of air into and out of the alveoli. • Perfusion (Q) refers t
Slide 39: Product pipeline
Product pipeline For personal use only Software Company Offering XV LVAS® CT:V CT:VQ (ventilation) (ventilation) (ventilation / perfusion) Distribution X-ray XV Scanner CT (existing hospital hardware) (4DMedical hardware) (existing hospital hardware) 4DMedical Limited (ASX:4DX) Investor Presentation
Slide 40: Product pipeline: 2-year plan
Product pipeline: 2-year plan • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution For personal use only • 4Dimensional Data • High resolution • Low Dose DISTRIBUTION Modality Fluoroscopy Computed Tomography (X-ray) (CT) Ventilation XV LVAS XV LVAS® OFFERING P
Slide 41: Product pipeline: 2-year plan
Product pipeline: 2-year plan • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution For personal use only • 3Dimensional Data • Highly accessible • Same output as XV LVAS® DISTRIBUTION Modality Fluoroscopy Computed Tomography (X-ray) (CT) Ventilation XV LVAS XV
Slide 42: Product pipeline: 2-year plan
Product pipeline: 2-year plan • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution For personal use only • Ventilation and Perfusion • 3Dimensional Data • Highly accessible DISTRIBUTION • No contrast required Modality Fluoroscopy Computed Tomography (X-ray) (C
Slide 43: Product pipeline: 2-year plan
Product pipeline: 2-year plan For personal use only • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution Distribution Fluoroscopy Computed Tomography XV Scanner (X-ray) (CT) (XVD) Ventilation XV LVAS® CT:V Rapid XV LVAS® 1 2 3 Offering Perfusion CT:VQ 4 4DMedi
Slide 44: Product pipeline
Product pipeline For personal use only Stage CY2022 CY2023 CY2024 CY2025 Research & Development CT:V CT:VQ XV Scanner Regulatory & Review CT:V CT:VQ XV Scanner Commercialisation XV LVAS® CT:V CT:VQ XV Scanner 4DMedical Limited (ASX:4DX) Investor Presentation | September 2022 44
Slide 45: The Future of Lung Health
For personal use only The Future of Lung Health Corporate Administration Media Enquiries CFO Company Secretary TCN Simon Glover Melanie Leydin Julia Maguire sglover@4dmedical.com companysecretary@4dmedical.com julia@thecapitalnetwork.com.au