4dmedical Ltd. · ASX:4DX
4dmedical — Goldman Sachs Small/Mid-Cap Healthcare Conference (April 2021)
27 slides from 4dmedical's conference presentation, Apr 21, 2021
Slide 1: Goldman Sachs Small/Mid-Cap Healthcare Conference Investor Presentation
For personal use only Goldman Sachs Small/Mid-Cap Healthcare Conference Investor Presentation 21 April 2021 ASX: 4DX 4DMedical Limited | ACN 161 684 831
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by 4DMedical Limited (ACN 161 684 831) (Company or 4DMedical). This Future performance For personal use only presentation contains summary information about the Company, its subsidiaries and the entities, businesses and This present
Slide 3: Executive summary
Executive summary 4DMedical is a software company creating a step change in the capacity of physicians to diagnose and For personal use only manage patients with lung disease via its four-dimensional lung imaging platform – XV TechnologyTM: • Focused on commercialising our flagship XV Lung Ventilati
Slide 4: Respiratory Diagnostics Market Overview
For personal use only Respiratory Diagnostics Market Overview 4
Slide 5: Global Lung Diagnostics Market
Global Lung Diagnostics Market Existing lung diagnostics are failing us ~US$31 billion total opportunity • Advances in medical diagnostic technology over the last 200 years have delivered For personal use only dramatic benefits whilst advancements in lung diagnostics have stagnated • The current gol
Slide 6: Spirometry & PFT and X-ray technology
Spirometry & PFT X-ray technology Accurate but insensitive Inexpensive, but tells us very little about airflow For personal use only Overview Overview • Invented in 1846 • Invented in 1895 • 1-dimensional technology • 2-dimensional technology • Current benchmark in lung diagnostics • Widely used in
Slide 7: Computed Tomography (CT) and Nuclear medicine
Computed Tomography (CT) Nuclear medicine Sensitive, but expensive and high radiation dose Capability to measure both ventilation and perfusion, but For personal use only has significant limitations Overview • Invented in 1971 Overview • Considered the current gold standard in • Invented in 1963 lun
Slide 8: Introducing XV Technology
For personal use only Introducing XV Technology 8
Slide 9: Overview of XV Technology
Overview of XV Technology™ • XV Technology is 4DMedical’s flagship, patented respiratory imaging For personal use only platform allowing physicians to understand regional air flow in the lung, and identify respiratory deficiencies earlier and with greater sensitivity • Utilising proven mathematical
Slide 10: XV Technology demonstration
XV Technology™ demonstration For personal use only Healthy Lung Diseased Lung Subtle defect Uniform ventilation Compensation Defect 10
Slide 11: XV Technology value proposition
XV Technology™ value proposition For personal use only Superior lung health Non-invasive and fast Earlier diagnosis provides Seamless integration analysis to existing imaging protocol improved patient with radiology modalities (~5 mins) outcomes workstreams Rapid integration (~5 days) Cost effective
Slide 12: Support from key opinion leaders
Support from key opinion leaders For personal use only “4DMedical lung imaging “Overall pulmonary airflow “[4DMedical’s technology] is a “There are many advantages to technology provides a rare measurements do not provide breakthrough in understanding 4DMedical’s technology over existing and excitin
Slide 13: Company Overview
For personal use only 13 Company Overview
Slide 14: Recent milestones & announcements
Recent milestones & announcements A fifteen-year journey from conception to commercialisation For personal use only May 2020 September 2020 December 2020 January 2021 March 2021 Received FDA 510(k) Received TGA Class Secured research Secured first clinical Streamlined access to clearance for XV LVAS
Slide 15: 4DMedical cloud-based workflow
4DMedical cloud-based workflow 2. Patient presents at a hospital or For personal use only private clinic for imaging (XV protocol agnostic to hospital X-ray hardware). 3. Secure PACS to PACS transfer via third-party partner to 4DMedical Cloud on Microsoft Azure. 4. 4DMedical 1. Patient referred prop
Slide 16: Product pipeline
Product pipeline XV LVAS (future improvements) For personal use only • Ongoing investment and improvements to XV LVAS to address future requirements of hospitals (e.g. expanding instrument base) Ventilation Perfusion (VQ) • 4DMedical’s first combination diagnostic tool measuring Ventilation (airflow
Slide 17: Product pipeline – Dedicated XV (XVD) Scanner
Product pipeline – Dedicated XV (XVD) Scanner The world’s first dedicated lung function scanner being developed by 4DMedical-led consortium (AHLI) For personal use only • ALHI was awarded $28.9m of funding by the MRFF Frontier initiative in March 2021, delivered over the next five years • Currently
Slide 18: Commercialisation Strategy
For personal use only Commercialisation Strategy 18
Slide 19: Commercialisation strategy
Commercialisation strategy Two pillars of 4DMedical’s commercialisation strategy to secure market share and scale For personal use only Establishing Securing clinical trials clinical pilots Supported by building out human capital and technological capability across: • Sales & Marketing • Medical & C
Slide 20: Commercialisation strategy: clinical trials and pilots
Commercialisation strategy For personal use only 1 Establishing Clinical Trials 1. 2. 2 Securing Clinical Pilots • Drives adoption by validating specific use-cases for early • Drives adoption by validating end-to-end clinical integration of disease detection, monitoring progression of disease and te
Slide 21: Additional business updates
Additional business updates For personal use only Establishing Sales & Marketing Team Strong Progress On Access & Reimbursement • Recently hired two sales directors in the U.S. and one in • Secured streamlined access to U.S. Department of Defense & Australia to lead teams and drive software sales Ve
Slide 22: Investment summary
Investment summary 1 Founder-led software-as-a-service company, clinically validated to For personal use only provide superior outcomes at a lower cost than incumbent diagnostics 2 Significant addressable market, with attractive growth driver, and regulatory clearance in the U.S. and Australia 3 Est
Slide 23: Appendix
For personal use only 23 Appendix
Slide 24: Technology comparison
Technology comparison For personal use only Spirometry & PFT X-ray (Thoracic) CT (Thoracic) Nuclear Medicine XV LVAS Year technology invented 1846 1895 1971 1963 2012 # of procedures (U.S., p.a.) 12,200,000 49,590,000 10,888,664 778,000 - $ on procedures (U.S., p.a.) US$878 million US$5.95 billion U
Slide 25: 4DMedical Board of Directors and Advisory Board
4DMedical Board of Directors Advisory Board For personal use only Dr. Sam Hupert Advisory Board Member Co-founder and Chief Executive Officer of Bruce Rathie Andreas Fouras PhD Lilian Bianchi Dr Robert A. Figlin Pro Medicus Ltd (PME.ASX) which Chairman, Non-Executive Group Managing Director & Non-Ex
Slide 26: Corporate snapshot
Corporate snapshot Capital structure (ASX: 4DX) Senior Management Team For personal use only Share price (20 April 2021) $1.61 Andreas Fouras Managing Director & CEO Shares on issue 294.4 million Heath Lee Chief Financial Officer Options issued 20.6 million Craige Pendleton-Browne Chief Information
Slide 27: Contacts
Contacts For personal use only Corporate Investor Relations Media Charlene Stahr Simon Hinsley Matthew Wright Company Secretary +61 401 809 653 +61 451 896 420 companysecretary@4dmedical.com shinsley@4dmedical.com matt@nwrcommunications.com.au For more information please visit www.4DMedical.com 27
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