Adherium Ltd. · ASX:ADR
Adherium — Investor Presentation (November 2023)
17 slides from Adherium's investor presentation, Nov 22, 2023
Slide 1: Leading respiratory eHealth
Leading respiratory eHealth November 2023
Slide 2: Disclaimer and Forward-Looking Statement
DISCLAIMER AND FORWARD-LOOKING STATEMENT The material contained herein is of a general nature & has only been These risks & uncertainties include, but are not limited to: prepared as a presentation aid. This presentation does NOT contain all of i. the possible delays in & the outcome of product deve
Slide 3: Why Invest
WHY INVEST MULTIPLE REVENUE STREAMS • Adherium gets paid for sensor sales and monthly per patient fees for generating and transmitting respiratory data CLEAR NEAR-TERM PATHWAY • New US commercial partnerships with large scale practices: Allergy Partners and SENTA Partners • 80k patients onboarded to
Slide 4: The Hailie Solution: A New Standard for Preventative Treatment
HAILIE PORTAL THE HAILIE SOLUTION: Captures data for patient A NEW STANDARD FOR PREVENTATIVE TREATMENT management, digital health records, clinical reference Enables doctor reimbursement HAILIE SENSOR Drug agnostic Wide US inhaler market coverage HAILIE APP Only 510(k) cleared sensor to generate res
Slide 5: Road to Commercialisation
ROAD TO COMMERCIALISATION1 First Allergy Partners patients onboarded First SENTA patients onboarded Platform Development & Regulatory Approvals 2015 2018 2021 2022 2023 Aug’23 Sep’23 Sep’23 Nov’23 Commercialisation Scale Up Listed on ASX FDA 510(k) clearance for next gen physiological sensor Repeat,
Slide 6: Improving health outcomes and quality of life for patients
Improving health outcomes and quality of life for patients ©Adherium 2023
Slide 7: Clinical Benefits and Savings Across Health Ecosystem
CLNICIAL BENEFITS AND SAVINGS ACROSS HEALTH ECOSYSTEM Patients Clinicians Hospital Systems Medical Groups Payors e.g. private insurance & self-insured Improving health Decisions backed Reduced burden Value adding to Savings realised outcomes by data the care journey • Reduced severe • Provides patie
Slide 8: Targeting Large Partnerships to Scale
TARGETING LARGE PARTNERSHIPS TO SCALE Medical Groups Allergy Partners • Largest US allergy & asthma practice based in North Carolina • Over 300,000 patients across 130 sites in 20 states • First patients onboarded • Hailie platform deployed to enable scaling SENTA Partners • Major premier medical as
Slide 9: Multiple Streams to Generate Sticky Revenue
MULTIPLE STREAMS TO GENERATE STICKY REVENUE DATA SET WHAT WE PROVIDE REVENUE TYPES 1 1. SaaS and data fees Medication adherence data sets = Remote inhaler use monitoring 2. Per member/month (PMPM) fees + 3. Increase 2 serviceable patient penetration = Respiratory flow rate Remote inhaler parameter d
Slide 10: Large Market Potential
LARGE MARKET POTENTIAL CASE STUDY: ROADMAP TO CASH FLOW POSITIVE US ASTHMA AND COPD PATIENTS • Allergy Partners • Founded in 1977 by J. Spencer Atwater, Jr., M.D. 51 M MARKET TOTAL ADDRESSABLE 3,4 • Over 300,000 patients • 130 sites • 20 states 8.5 M SERVICEABLE MARKET (SEVERE/DIFFICULT TO TREAT)4 ~
Slide 11: Looking Ahead
LOOKING AHEAD ESTABLISHED & MARKET LEADING TECH • Hailie system clinically validated & regulatory approved • Only FDA 510(k) approved next gen sensor on market • Drug agnostic targeting top 20 US inhaler medication coverage NEAR TERM CASH FLOW POSITIVE • Two major US agreements signed with largescal
Slide 12: Appendices
Appendices References and data links available upon request 12 Confidential ©Adherium 2022
Slide 13: Highly Experienced Leadership Team
HIGHLY EXPERIENCED LEADERSHIP TEAM Rick Legleiter Francis White Keven Gessner Chris Leigh-Lancaster Tara Creaven-Capasso Daniel Kaplon Chief Executive Officer Vice President, Global Executive VP – Advisor VP Product & Technology Vice President, Quality, Chief Financial Officer Business Development R
Slide 14: Board: Proven Commercial, Clinical and Technical Leadership
BOARD: PROVEN COMMERCIAL, CLINICAL AND TECHNICAL LEADERSHIP Lou Panaccio Jeremy Curnock Cook George Baran Bruce McHarrie William Hunter Independent Independent Non-Executive Director Independent Independent Non-Executive Chair Non-Executive Director Non-Executive Director Non-Executive Director • Mr
Slide 15: Extensive Hailie Technology Clinical Validation
EXTENSIVE HAILIE TECHNOLOGY CLINICAL VALIDATION Hailie technology referenced in more than 100 independent peer- reviewed publications involving over 13,000 patients. ThIS include validation Hailie sensors Across have been validation six independent used in 42 studies, studies, clinical trials in whi
Slide 16: Hailie Sensor Portfolio with FDA 510(k) Clearances, MHRA & TGA Approval
Hailie sensor portfolio with US FDA 510(k) clearances, UK MHRA & AU TGA approval New, next generation sensors with physiological data capability for Anoro® Ellipta® / Arnuity® Ellipta® / for Advair® HFA / for ProAir® HFA / for Symbicort® HFA Breo® Ellipta® / Flovent® HFA, and Albuterol Sulfate HFA (
Slide 17: References
REFERENCES 1 Ruvuna L, Sood A. Epidemiology of chronic obstructive pulmonary disease. Clin Chest Med. 2020;41:315–27. 2 WHO Factsheet Asthma 2020 3 Most Recent National Asthma Data CDC - Prevalence & ER visits, October 2022 4 AZ Epidemiology data update Feb 2020 5 AAFA - Tips on How to Use Your Inha