Valion Bio, Inc. · NASDAQ:VBIO
Valion Bio — Tivic Health Systems — Investor Presentation (October 2022)
24 slides from Valion Bio's investor presentation, Oct 17, 2022
Slide 1: Electrons as Medicine: Investor Presentation October 2022
Exhibit 99.2 Electrons as Medicine 2022 October I N V E S T O R P R E S E N T A T I O N N A S D A Q : T I V C T I V I C H E A L T H . C O M 1 NASDAQ: TIVC
Slide 2: Forward Looking Statements
F O R W A R D L O O K I N G S T A T E M E N T S This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation may be forward-looking statements. Statements regarding our future results of operations and financial positi
Slide 3: Investment Highlights
T I V I C H E A L T H : F O U N D E D 2 0 1 6 Investment Highlights 2 FDA Clearances Growth company in the emerging area of noninvasive bioelectronic medicine + CE Mark Strong science backing FDA Approved / CE marked, award-winning product for sinus pain, pressure & congestion Extensible platform wi
Slide 4: The Big Idea: Electrons can be used as medicine
THE BIG IDEA The body is an electrochemical system. Electrons can be used as medicine. Bioelectronic medicine treats disease by tuning the electrical signals carried along the neural (nerve) pathways. Bioelectronic medicine “represents a multi-billion-dollar opportunity, … [and has the] potential to
Slide 5: Bioelectronics Trajectory: Moving from implants to non-invasive
B I O E L E C T R O N I C S T R A J E C T O R Y Moving from implants to non-invasive • Bioelectronics historically required implanted, invasive technology • Tivic Health has delivered non-invasive ways to tune neural signals • Non-invasive = Shorter development time, lower risk, broader applicabilit
Slide 6: Tivic Health's First Platform for Non-invasive Nerve Stimulation
T I V I C H E A L T H ’ S F I R S T P L A T F O R M FOR Non-invasive Nerve Stimulation Proprietary Programmable Patented Algorithms Parameters Form Factor detect optimal treatment zones, produce varied biological responses enables low-level electrical current to personalize therapeutic stimulation f
Slide 7: Robust Foundations: Strong Intellectual Property
R O B U S T F O U N D A T I O N S S T R O N G I N T E L L E C T U A L P R O P E R T Y PATENTS PENDING ISSUED PATENTS almost 100 claims 5 18 T H R E E R E G U L A T O R Y C L E A R A N C E S CE 704687 K182025 DEN200006 PEER - R E V I E W E D P U B L I C A T I O N S Double-blind, sham-controlled, rand
Slide 8: Product & Pipeline
P R O D U C T & P I P E L I N E Approved product in market Sinus Pain and Congestion (ClearUP) $8B estimated US market, global opportunity (1) Extensible platform Migraine Headache 39M people in US, 1B people worldwide Postoperative Pain following sinus surgery 600,000 FESS (sinus) surgeries annuall
Slide 9: First Commercial Product in Market: ClearUP
F I R S T C O M M E R C I A L P R O D U C T I N M A R K E T ® ClearUP Clears congestion, stops sinus pain, non-invasively. “Changed my life!“Unbelievable”“Godsend”“Amazing!” • User glides tip along facial skin around cheek, nose, brow (sinus regions) for 5 minutes, twice daily and as needed • Low-le
Slide 10: Market Size: Large Markets, Significant Growth Opportunity
M A R K E T S I Z E Large Markets, Significant Growth Opportunity 2019 2021 CE Mark Secured for International Growth Sinus Pain Moderate to Severe Sinus Pain, Pressure from allergies Congestion from any cause & Congestion from any cause 1 50M monthly allergy sufferers. 200M US adults experience Glob
Slide 11: Competitive Landscape: OTC Drugs Dominate Sinus Care
C O M P E T I T I V E L A N D S C A P E OTC Drugs Dominate Sinus Care 1 … but 90% of sufferers interested in treatments that decrease use of drugs Intranasal Oral & Intranasal Antihistamines Saline Steroids Decongestants • Treat itchiness Irrigation • Not effective for • Powerful drug • Insomnia, ne
Slide 12: Strong Consumer Preference
S T R O N G C O N S U M E R P R E F E R E N C E 1 82% preferred ClearUP to existing treatments • No pills, no sprays, nothing in the nose 2 • No drugs, no significant side effects reported • Use any time, anywhere, whenever and as often as needed (1) Data from a 71-person double-blind, randomized, c
Slide 13: Clinical: Peer-Reviewed Publication, Fast-acting
C L I N I C A L : P E E R - R E V I E W E D P U B L I C A T I O N Fast-acting Double-blind, randomized, sham-controlled trial examined acute response. Reduction in pain and congestion, 10-minutes after first use. Clinically meaningful reduction in pain RESULTS and congestion 10 minutes after use. PU
Slide 14: Clinical: Peer-Reviewed Publication, Continued improvement
C L I N I C A L : P E E R - R E V I E W E D P U B L I C A T I O N Continued improvement with regular use 4-week open-label study showed continued reduction in pain and congestion with daily use; also showed durable effect, relief present at 6 hours after treatment. Continued week-over-week reduction
Slide 15: Clinical: Mechanism of Action
C L I N I C A L : M E C H A N I S M O F A C T I O N Multiple pathways relieve multiple symptoms Pain Congestion Low-level current applied to Activation of sympathetic nerve Trigeminal nerve sensory trigeminal nerves fibers promotes rapid release of Sympathetic nerve 1 markedly reduces pain norepinep
Slide 16: Demand Generation
D E M A N D G E N E R A T I O N Tried-and-true omnichannel, multi-touchpoint approach • Proven model in consumer marketing GENERATE AWARENESS Digital, cable, and CTV video advertising, • Focus for 2022 scaling social media, SEO, content marketing • Consumer engagement part of our DNA BUILD CREDIBILI
Slide 17: Market Development
M A R K E T D E V E L O P M E N T Early traction shows high-growth opportunities in D2C 1 74% of target customers expect to purchase on-line, 65% from manufacturer’s website 2023+: Additional Expedited Early 2022: Channel Growth Development Traction Optimize and scale highest margin channels Opportu
Slide 18: Expanding Our Product Offerings
Expanding Our On October 7, 2022, Tivic entered into a definitive agreement to acquire the Reliefband product line for the treatment of nausea and retching. Product Offerings 99 99 99 99 $ $ $ $ 279 239 139 99 MSRP MSRP MSRP MSRP * Also sold as Reletex P R O D U C T L I N E TIVICHEALTH.COM 1 NASDAQ:
Slide 19: Financials: Operating results
F I N A N C I A L S Operating results Six Months Ended June 30, ($ in thousands) 2022 2021 Revenues $ 956 $ 591 Direct to consumer 905 357 Retail 170 286 Returns & Warranty Reserves (119) (52) Cost of Sales 760 602 Variable 667 463 Fixed 93 139 Gross Profit (Loss) 196 (11) Net loss $ (5,258) $ (2,45
Slide 20: Financials: Single class of shares
F I N A N C I A L S Single class of shares • $9.0M cash at the end of Q2 2022 Common Stock as of July 28, 2022 9,677,734 • No debt Options and warrants 1,557,780 • IPO in November 2021 to broaden investor reach, build consumer engagement and sales infrastructure and broaden product pipeline Fully Di
Slide 21: Experienced, Execution-oriented Leadership Team
Experienced, Execution-oriented Leadership L E A D E R S H I P T E A M Jennifer Ernst Veronica Cai Blake Gurfein Ryan Sabia Chief Executive Officer, Chief Financial Officer, CPA Chief Scientific Officer, Ph.D. Chief Operations Officer 2021 Global sales, marketing, and operations for Co-founder, MBA
Slide 22: Experienced Board of Directors
Experienced Board of Directors I N D E P E N D E N T D I R E C T O R S Sheryle Bolton Karen Drexler Dean Zikria Hult Faculty, Board Chair, Public Board Member, Compensation Global Strategy, J&J, Audit Committee Chair Chair, Nominating & Governance Chair Pfizer, Allergy/Asthma Experienced public comp
Slide 23: Summary
T I V I C H E A L T H Summary FDA-cleared product in high-growth sector. Established Tier 1 channels growing. Large available market. Clinical validation with leading institutions, peer-reviewed publications. Regulatory clearances for both US and international sales. Robust IP portfolio, recently is
Slide 24: Jennifer Ernst, CEO, Tivic Health
Jennifer Ernst CEO, Tivic Health jennifer.ernst@tivichealth.com T I V I C H E A L T H . C O M 24 NASDAQ: TIVC 24
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