Anteotech Ltd · ASX:ADO
Anteotech — Anteo Diagnostics — Shareholder Meeting (November 2019)
22 slides from Anteotech's shareholder meeting presentation, Nov 11, 2019
Slide 1: Annual General Meeting 2019 CEO Presentation
For personal use only Annual General Meeting 2019 CEO Presentation 11 November 2019
Slide 2: Disclaimer
Disclaimer For personal use only The purpose of the presentation is to provide an update of the business of Anteo Diagnostics Ltd (ASX:ADO). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarification. Accordingly,
Slide 3: Executing the Company Strategy: Key Messages
Executing the Company Strategy: Key Messages For personal use only Strategy • Outlined strategy to focus on two business segments anode enhancement in Li Ion battery energy density and Point of Care in Life Sciences remains • The strategy is starting to deliver market traction • Focussed on driving
Slide 4: Battery
For personal use only Battery 4
Slide 5: Li Ion Battery Market Update 2019
Li Ion Battery Market Update 2019 For personal use only • Market progression for Li based technology is very strong. Li Ion Battery market • We believe the Li ion battery sector will continue to grow for the next 5 to 10 years. USD $Billions • Global market is projected to reach USD 71 billion by 20
Slide 6: Targeting increased energy density in Li ion batteries
Targeting increased energy density in Li ion batteries For personal use only Anteo’s silicon enhancing technology will enable the production of lithium ion battery cells with up to 75% higher energy capacity than conventional graphite cells TODAY ANTEO TODAY ANTEO TOMORROW Example: EV prismatic cell
Slide 7: Strategic Project Focus
Strategic Project Focus For personal use only Now Next Future Optimise Silicon Silicon Silicon anode composites Composite system performance SHORT TERM FOCUS • In active product development • Low to medium silicon content anodes • Improvements in electrode network integrity required • Anode capacity
Slide 8: Our Battery Program Delivered Solid Progress
Our Battery Program Delivered Solid Progress For personal use only July 2018 – Externally verified potential of AnteoCoat to 1 assist in increasing Silicon content in anodes August 2018 – Materials transfer agreement with 2 North Asia battery materials global supplier November 2018 –Materials transf
Slide 9: Current Direction & Focus: Silicon Composite Development
Current Direction & Focus: Silicon Composite Development For personal use only Water-based, low-temperature processing well-defined particles of nano-silicon into μm-sized silicon composite with AnteoCoat Silicon composite process without AnteoCoat Produced silicon composite particles are stable no
Slide 10: Commercial Focus: Working With Three Collaborators
Commercial Focus: Working With Three Collaborators For personal use only Collaborator 2: Collaborator 1 Collaborator 3 Silicio FerroSolar Achievements to date Achievements to date Achievements to date + Completed 1st work package + Ongoing material/data exchange + Signed MTA for collaboration + Draf
Slide 11: Our Commercialisation Pathway
Our Commercialisation Pathway For personal use only 1. Establish a baseline of value via the production of a silicon composite that is successfully trialed in the hands of our collaborators 2. In parallel discuss and agree a commercial model with collaborators that includes joint development of the
Slide 12: Our Focus This Year
Our Focus This Year For personal use only • Progress collaborations to commercial relationships. • Improve/ optimize a silicon-based composite to maximise energy density of the anode • Develop composite/process development, anode integration and electrochemical testing • Continue to provide composit
Slide 13: Point of Care
For personal use only Point of Care 13
Slide 14: POC Market Update 2019
POC Market Update 2019 For personal use only LFIA Market • Anteo had strong engagement from customer during the year, USD $Billions • Via our business development activity we observed significant momentum and investment fuelling growth in the market. • The global lateral flow assay market is project
Slide 15: Our Differentiator is AnteoBind
Our Differentiator is AnteoBind For personal use only Improves conjugation detection by up to 10X vs conventional methods TEM image of anti-cTnI antibody conjugated, AnteoBind 300nm europium particle https://www.frontiersin.org/articles/243522 15
Slide 16: Our PoC Program Expanded its Market Reach
Our PoC Program Expanded its Market Reach For personal use only August 2018 – Launched 3 reference case assays at 1 AACC to demonstrate potential of AnteoBind in PoC December 2018 – Executed distribution agreement with 2 GeneoDx to enter China POC/ IVD market January 2019 – Ellume announced two majo
Slide 17: Our PoC Strategy
Our PoC Strategy For personal use only Exploit AnteoTech development capability and AnteoBind via three business models IP based business asset sale or license revenue streams $ Returns Assay Development Production costs + mark up Business volume increasing Conjugation Low Volume / High Margin Produ
Slide 18: Our PoC Pipeline 2019
Our PoC Pipeline 2019 For personal use only We advanced the pipeline to over 23 active companies in the PoC sector progressing to potential customers. Evaluation Initial Technical Commercial Market & Trials / Evaluation Feasibility Terms Distn. Approvals Research IVD companies 1 4 1 6 POCT LFIA comp
Slide 19: Extending Our Reach in the Value Chain: PoC Case Study - Axxin
Extending Our Reach in the Value Chain For personal use only PoC Case Study - Axxin • Axxin engaged with Anteo in 2019 to conduct a collaborative feasibility study • We aim to develop model rapid diagnostic lateral flow assays using AnteoBind technology for bio-conjugation and Axxin reader TEM image
Slide 20: This Year We Are Commercially Focused On
This Year We Are Commercially Focused On For personal use only • Business development activities that provide all target segments the opportunity to use and experience the conjugation qualities of AnteoBind and build revenue potential in the pipeline • Creation of revenue opportunities to provide co
Slide 21: Summary
For personal use only Summary 21
Slide 22: Summary
Summary For personal use only • Focus on PoC and Li Battery anode enhancement is in execution and is gaining market traction with emphasis on conversion to commercial results • The Li ion battery market and PoC Diagnostic testing markets are growing strongly • The company has enhanced key R&D capabi
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