Genetic Technologies Limited · ASX:GTG
Genetic Technologies — Shareholder Meeting (November 2012)
15 slides from Genetic Technologies's shareholder meeting presentation, Nov 27, 2012
Slide 1: 2012 Annual General Meeting ASX Announcement
genetic technologies ASX ANNOUNCEMENT November 27", 2012 2012 Annual General Meeting Genetic Technologies Limited (ASX: GTG; NASDAQ: GENE) is pleased to release the attached slide show presentation which will be delivered by its Chief Executive Officer, Dr. Paul MacLeman, at the ‘Company's 2012 Annu
Slide 2: Dr Paul MacLeman — CEO Address
Genetic Technologies Limited Dr Paul MacLeman — CEO Address Annual General Meeting Tuesday, 27 November 2012
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation may contain forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934 with respect to the financial condition, results and business achievements/performance
Slide 4: Performance to Stated 2012 Goals
Performance to Stated 2012 Goals Achieve BREVAGen™ business targets ~ BREVAGen™ clinical trials and expanded label claim - Expand in major new geographies (CA & FL) - Expansion of reimbursement agreements and ‘insured lives’ covered Maximize licensing opportunities - New US strategy - New EU approac
Slide 5: BREVAGen Success to Date
BREVAGen™ Success to Date 2011 ==> 2012 April June Feb. April © May July August-September October / Credentialing. CMs CLIA MS CLA Contracts European Registration Certificate CE Mark of Approval Compliance, US Pilot im California i UsTV& | Media Coverage
Slide 6: BREVAGen Territory Expansion
BREVAGen™ Territory Expansion
Slide 7: Uptake is Speeding Up with Clinician Experience
x Uptake is Speeding Up with Clinician Experience Peer companies: Plot of revenues against announcements by year from launch Genomic Health Genoptix (acquired 2010 Novartis)
Slide 8: BREVAGen: Larger Market than Initially Targeted
BREVAGen™: Larger Market than Initially Targeted Initial target markets: biopsy negative and BRC. negative women => estimated 1.2m patients or $600m/annum Non-familial (80%) sRevaGen™ market Hereditary (5%) 38cA market 1 Familial history (5%) BRCA1 BRCAZ - Unknown Seeing use in annual ‘well woman’ e
Slide 9: BREVAGen: US Reimbursement
BREVAGen: US Reimbursement * Performance/payments per patient to date 20-25% better than initially budgeted * PPO credentialing under way (13m covered lives to date) — More expected in the coming quarters — Coverage negotiations to commence CY2013 * CPT Coding changes anticipated in 2013, transition
Slide 10: M&A Opportunities
M&A Opportunities * Approximately 20 projects reviewed this year * Detailed due diligence undertaken on three * One project now at late negotiation stage: pipeline of 2-4 women’s health diagnostics * Another larger transaction at earlier DD stage Project attributes sought are: — Near to or on market
Slide 11: Licensing: Upbeat Outlook for this Year
Licensing: Upbeat Outlook f is Year * 1,700 infringing parties available in database — Many more years of available licensing * USA expanded contact with more parties — Large settlement expected soon * Renewed strategy in EU leveraging all our advisors’ expertise and experience — New suits against d
Slide 12: Non-US Businesses Remain Steady
Non-US Businesses Remain Steady + Australian sales 98% of budget * New or renewed contacts: * Paternity * Forensics * Canine * Expanded distribution private paternity * Initial launch BREVAGen * National media Ch7
Slide 13: Company performance for 2011/12 period
Company performance for 2011/12 period * CLIA registration 49/50 states ¢ BREVAGen launched, sales growing, pleasing reimbursement ¢ Licensing moving ahead strongly ¢ Australia operations solid
Slide 14: Recent US and Australian Media
Recent US and Australian Media BREVA Media Coverage May - October 2012
Slide 15: Thank You
Thank You Dr Paul D R MacLeman CEO Genetic Technologies Ltd Phone +613 8412 7000 Email info@gtglabs.com
Genetic Technologies — Shareholder Meeting (November 2012) on 6ix