Curvebeam Ai Ltd. · ASX:CVB
Curvebeam Ai — Bell Potter Healthcare Conference 2023
24 slides from Curvebeam Ai's conference presentation, Nov 14, 2023
Slide 1: ASX Announcement: CEO Presentation at Bell Potter Healthcare Conference
ASX ANNOUNCEMENT ASX: CVB 14 November 2023 CEO Presentation at Bell Potter Healthcare Conference CurveBeam AI Limited CEO Greg Brown is giving the attached presentation on the company today at the Bell Potter Healthcare Conference. For personal use only Ura P Auckland Company Secretary About CurveBe
Slide 2: Bell Potter Healthcare Conference Presentation
For personal use only BELL POTTER HEALTHCARE CONFERENCE PRESENTATION November 2023
Slide 3: Disclaimer
DISCLAIMER Introduction or its directors and therefore any investment is considered to be speculative in nature. THIS DOCUMENT IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, For personal use only DIRECTLY OR INDIRECTLY, IN OR INTO OR FROM THE UNITED STATES OF AMERICA OR TO ANY
Slide 4: Investment Highlights
CurveBeam AI’s HiRise Weight bearing CT INVESTMENT HIGHLIGHTS For personal use only Combining Weight Bearing CT (WBCT) imaging equipment with AI solutions to target faster, First to market Growing sales Natural bilateral WBCT & Non WBCT, point of Circa A$11.5m FY23 revenue, circa 50% growth more eff
Slide 5: CurveBeam AI CT Devices & AI Solutions
CURVEBEAM AI CT DEVICES & AI SOLUTIONS CurveBeam AI has a range of CT imaging devices with visualisation applications in orthopaedics and bone health. CurveBeam AI’s For personal use only imaging devices have regulatory clearances and will provide the platform for the company’s AI modules (post regu
Slide 6: Commercialisation Strategy
For personal use only 01 COMMERCIALISATION STRATEGY 5
Slide 7: Land & Expand Commercialisation Strategy
LAND & EXPAND COMMERCIALISATION STRATEGY With over 170 first & second-generation installations worldwide, CurveBeam AI is well placed to upgrade its global install base to the HiRise for targeting high margin AI module revenue For personal use only NORTH AMERICA Operations HQ • CurveBeam AI utilises
Slide 8: Large Market Opportunity and Ongoing Adoption by Leading Customers
LARGE MARKET OPPORTUNITY AND ONGOING ADOPTION BY LEADING CUSTOMERS For personal use only CurveBeam AI’s target Potential US WBCT Potential US customer groups Installation Sites1 Addressable Market2 Select CurveBeam AI customers • Mayo Clinics (all 3 major locations) Orthopaedic Surgeons & Group Prac
Slide 9: Strong Investment Proposition for Surgeons
STRONG INVESTMENT PROPOSITION FOR SURGEONS For personal use only Existing reimbursement codes create an attractive financial model for HiRise users • The average Medicare reimbursement rate for scans of the lower extremity CPT code relevant to the HiRise™, pedCAT™ and LineUP™ was US$138.77 per scan
Slide 10: Stryker Co-Marketing & Distribution Partnership
STRYKER CO-MARKETING & DISTRIBUTION PARTNERSHIP For personal use only US Foot & Ankle division agreement CURVEBEAM AI & STRYKER PARTNERSHIP • US Co-marketing & Distribution partnership - Stryker Foot & Ankle Division • The HiRise will be Stryker’s first imaging solution sold through its Foot & Ankle
Slide 11: Orthopaedic Diagnosis and Planning
For personal use only 03 ORTHOPAEDIC DIAGNOSIS AND PLANNING 10
Slide 12: Weight Bearing Cone Beam CT for Total Alignment
WEIGHT BEARING CONE BEAM CT FOR TOTAL ALIGNMENT ü Quicker and easier to scan than traditional CT and MRI, ü Radiation dose lower than traditional CT – up to 66% less For personal use only with faster image acquisition time than traditional CT ü High resolution and 3D visualisation enables ü Smaller
Slide 13: HiRise: Weight Bearing CT Applications Currently Served
HIRISE: WEIGHT BEARING CT APPLICATIONS CURRENTLY The HiRise currently provides many advantages in improving CT visualisation of clinical issues to SERVED For personal use only improve diagnosis and surgical planning • Suspected hip, knee • Charcot foot and ankle fractures reconstruction • Suspected
Slide 14: AI Modules Will Target High Margin Revenue on HiRise Install Base
AI MODULES WILL TARGET HIGH MARGIN REVENUE ON HIRISE INSTALL BASE For personal use only CubeVue AutoMetrics aims to reduce 16 hours of CT dataset preparation prior to pre-surgical planning to a scan available in 15 minutes "To minimize future predicted costs, morbidity, THE PROBLEM THE SOLUTION & mo
Slide 15: Bone Health Diagnostics
For personal use only 04 BONE HEALTH DIAGNOSTICS 14
Slide 16: Stage 1 – Second Fx Business Model
S TA G E 1 – S E C O N D F X B U S I N E S S M O D E L An over 60 yr old fracture patient suspected of fragility fracture goes to FLS – non-osteoporosis – Impact or Fragility Fx? BMD AND OSSVIEW OVERVIEW AWS CurveBeam AI’s proprietary SaaS solutions leverage CT scans generated from its HiRise device
Slide 17: Bone Health: Current Diagnostic (DEXA) Misses Majority of Fragility Fractures
BONE HEALTH: CURRENT BONE HEALTH DIAGNOSTIC (DEXA) MISSES THE MAJORITY OF FRAGILITY FRACTURES For personal use only Bone fragility is caused by loss of bone microstructure, BONE FRAGILITY = BONE MICROSTRUCTURE BMD measures only bone density & not microstructure BMD is measuring bone density not bone
Slide 18: CurveBeam Technology Platform Overview
CURVEBEAM TECHNOLOGY PLATFORM OVERVIEW CurveBeam AI has regulatory clearances for WBCT devices in-market with a deep pipeline of complimentary high margin AI modules to be For personal use only launched in FY25 and beyond REGULATORY/COMMERCIAL US MARKET GROSS REVENUE SOLUTION PRODUCTS STATUS OPPORTU
Slide 19: Next Generation Product Pipeline: SkyRise
NEXT GENERATION PRODUCT PIPELINE: SKYRISE For personal use only • Next generation point of care weight bearing CT imaging platform • It will cover the spine, neck and shoulder to existing arm and lower extremity imaging. • Dual CT scanners • Prototyping stage - Beta site testing targeted for FY25 18
Slide 20: Investment Summary
INVESTMENT SUMMARY CurveBeam AI produces and sells market leading weight bearing CT scanners. The Company has established key recognised clinical For personal use only customers and a leading vendor partner. Regulatory First to market, FDA cleared, TGA and CE Marked Point of Care Weight Bearing Cone
Slide 21: Key Risks
For personal use only 20 08 KEY RISKS
Slide 22: Key Investment Risks
KEY INVESTMENT RISKS Regulatory clearances Reimbursement availability Market acceptance For personal use only • The Group will require, and intends to apply for, • The commercial success of the Group’s products and • Sales of the Group’s products and services depends further regulatory clearances in
Slide 23: Key Investment Risks
KEY INVESTMENT RISKS Additional funding risk Cyber risk and data breach For personal use only • The Group may need to raise additional funds in • There is a risk that the measures that the Group the future to support its operations and business. takes to prevent data breaches may prove to be The Gro
Slide 24: Thank You
For personal use only THANK YOU
CurveBeam AI — Bell Potter Healthcare Conference 2023 on 6ix