Impedimed Limited · ASX:IPD
Impedimed — Shareholder Meeting (November 2017)
28 slides from Impedimed's shareholder meeting presentation, Nov 9, 2017
Slide 1: Annual General Meeting
For personal use only Annual General Meeting ASX:IPD November 2017
Slide 2: Forward Looking Statements
For personal use only Forward Looking Statements • Certain statements in this presentation may constitute forward-looking statements or statements about future matters that are based on management’s current expectations and beliefs. The forward-looking statements in this release include statements r
Slide 3: Disclaimer
For personal use only Disclaimer • The material contained in this document is a presentation of general information about the activities of ImpediMed Limited (“ImpediMed”) current as at the date of this presentation. The information is provided in a summary form, does not purport to be complete and
Slide 4: Investment Highlights
For personal use only Investment Highlights • Connected device using bioimpedance spectroscopy (BIS) technology • Precisely measures and monitors tissue composition and fluid status SOZOTM • Includes L-Dex® for early detection and management of unilateral lymphoedema • Monitors fluid burden in chron
Slide 5: Major Achievements Last 12 Months
• 121+ Leading Cancer Centres using L-Dex® on high risk breast cancer patients Major For personal use only Nov • Four L-Dex® Abstracts to be Presented at San Antonio Breast Cancer Symposium Achievements • CPT I Code 93702 reimbursement increased by 7% ($127 to $136) for CY2018 Last 12 Months • 1,070
Slide 6: Corporate Overview
For personal use only Corporate Overview Share Register Breakdown 2% 20% • ASX listed (October 2007) • S&P/ASX 300 – added March 2015 • Operations in US (San Diego, CA and 78% Bloomington, MN), Australia (Brisbane) and Europe (Greece) (73 total staff) Institutional Private Founder/Management Substan
Slide 7: Financials Highlights
For personal use only Financials Highlights For the Twelve Months Ended 30 June 2017 (Audited) 7
Slide 8: BIS Technology
For personal use only BIS Technology Low Frequency Current passes around cells Advantages Fluid • Simple and sophisticated method for measuring fluid and tissue composition • Rapid, non-invasive Fat • IPD’s full frequency spectrum (256 frequencies) approach uniquely accurate High Frequency and speci
Slide 9: SOZO – IPD State of the Art BIS Measurement Tool
For personal use only SOZOTM – IPD State of the Art BIS Measurement Tool • Equivalent or superior accuracy compared with L-Dex® U400 and SFB7 • Sophisticated device that is simple for patients and clinicians to use • Eliminates need for: • An examination room • Patient to be lying down • Gel backed
Slide 10: Cancer Survivors
For personal use only Cancer Survivors • More than 15 million in the US • 1 in 3 people will develop lymphoedema • Cancer survivors have a 15-fold increased risk of developing heart failure 10
Slide 11: L-Dex for the Early Detection of Lymphoedema
For personal use only L-Dex® for the Early Detection of Lymphoedema Lymphoedema is a leading post-surgical complication for many cancer patients and greatly impacts quality of life. Simple and accurate measurement of fluid in limbs allows early detection and intervention. • Cancer treatment can dama
Slide 12: PREVENT Trial Update
For personal use only PREVENT Trial Update A Randomised Trial Evaluating Bioimpedance Spectroscopy (BIS) versus Tape Measurement in the Prevention of Lymphoedema following Locoregional Treatment for Breast Cancer • Study purpose - To determine if early detection using L-Dex® prevents progression to
Slide 13: Original Study
Original Study For personal use only Using L-Dex® to help in early assessment of Self Report Volume L-Dex® lymphoedema Evolution of extracellular fluid levels prior to treatment • L-Dex® shows increasing fluid levels prior to symptoms and volume change (tape measure used to track volume change) 13 M
Slide 14: Growing Body of Independent Clinical Evidence
For personal use only Clinical Data: Growing Body of Independent Clinical Evidence Utilization of Bioimpedance Spectroscopy in the Prevention of Chronic San Antonio Breast Cancer Symposium – 5th-9th Dec 2017 Breast Cancer Related Lymphedema Kaufman et al., Breast Cancer Research and Treatment (Aug 2
Slide 15: L-Dex Incorporated into Increasing Number of Clinical Guidelines
For personal use only L-Dex® Incorporated into Increasing Number of Clinical Guidelines • Bioimpedance spectroscopy NCCN Guidelines® for Breast • Bilateral arm should be used to detect Cancer, Version 2.2016 measurements using a • Support NLN Guidelines lymphatic transport • “History and physical ex
Slide 16: Our Customer Strategy is Proving to be Successful
For personal use only Our Customer Strategy is Proving to be Successful Revenue Model 2016-17 Strategic Direction Annual US Relevant Cancer Incidences1 939,000 Patient Assessment Protocols (assuming US$112 per assessment) Per Patient Year 1 Year 2 Year 3 Year 4 Year 5 Total Patient 5 4 4 2 2 17 Asse
Slide 17: US Commercialisation of L-Dex Poised for Sustained Acceleration
For personal use only US Commercialisation of L-Dex® Poised for Sustained Acceleration Convert Top Tier Cancer Centres and KOLs to SOZOTM Introduce Bilateral Testing and Expand the Market Opportunity • Institutions and individual practices • Expand into gynecological, melanoma cancers, urological •
Slide 18: Chronic Heart Failure
For personal use only Chronic Heart Failure • Global pandemic affecting at least 26 million people worldwide • 1 in 5 people over the age of 40 will develop heart failure • Most common cause of hospitalisation of people aged over 65 years • Overall global economic cost in 2012 was estimated at $108
Slide 19: CHF Overview
For personal use only CHF Overview CHF is a chronic, progressive and debilitating condition Among the most expensive diseases for the US health care system US government funding Reducing hospital stay bonuses and assessing 6.5m+ US$31bn+ and readmission is a penalties for physicians and patients hos
Slide 20: Role of SOZO in Optimising Outcomes for CHF Patient Management
For personal use only Role of SOZO™ in Optimising Outcomes for CHF Patient Management • Current practice is to monitor CHF patients daily for fluid burden both in clinic and at-home • Current monitoring methods have major shortcomings: Weight Scale • Inaccurate and rudimentary (although low cost – ~
Slide 21: Heart Failure Program Making Rapid Progress Towards Commercialisation
For personal use only Heart Failure Program Making Rapid Progress Towards Commercialisation in AU and US SOZOTM Regulatory Preparations • CE Mark achieved in June 2017 • Submitted for FDA 510(k) clearance for fluid monitoring for CHF in August 2017 Clinical Data for Marketing Purposes • Working with
Slide 22: US CHF Business Model
For personal use only US CHF Business Model Initial focus on Class III CHF Patients Preliminary Estimate of Initial US Addressable Market • Estimated at 25% of US 6.5 million CHF patients • Monitor and manage the disease progression for Class III patients Estimated initial patient population ~1.6 mi
Slide 23: Connected SOZO Systems
For personal use only TM Connected SOZO Systems Connected platform captures and reports patients data throughout the care pathway 23
Slide 24: Expected Upcoming News Flow
For personal use only Expected Upcoming News Flow SOZOTM and L-Dex® • Full enrollment of PREVENT Trial • PREVENT Trial - two publications (in process) • Centres of Excellence expanding use of SOZOTM across cancer centres • New Independent Abstracts and Presentations of further clinical data supporti
Slide 25: Appendix
For personal use only Appendix 25
Slide 26: Management Team
Management Team For personal use only Deep and Broad Commercialisation Experience Richard Carreon Frank Vicini, MD Morten Vigeland David Adams Catherine Kingsford Dennis Schlaht Nancy Deisinger Managing Director and Chief Medical Officer Chief Financial Officer SVP Ventures, Licensing SVP Medical Af
Slide 27: Board of Directors
Board of Directors For personal use only Cherrell Hirst AO Gary Goetzke Scott R. Ward Richard Carreon Judith Downes Donald A. Williams Amit R. Patel FTSE, MBBS, BEdSt, Juris Doctorate MS, BSc Managing Director and Non-Executive Director BAcy, CPA MBA, BME D.Univ (Hon), FAICD Non-Executive Director N
Slide 28: World Renowned Medical Advisory Board from Leading US CHF Institutions
For personal use only World Renowned Medical Advisory Board from Leading US CHF Institutions US Advisory Board Members and Clinical Research Team Paul Friedman, MD Roy Small, MD FACC, FSCAI J. Thomas Heywood, MD Andrew Accardi, MD Laura Mauri, MD, MSc • Vice Chair, Department of • Medical Director o