Anteotech Ltd · ASX:ADO
Anteotech — Anteo Diagnostics — Southern Cross Equities Life Sciences Conference (May 2011)
17 slides from Anteotech's conference presentation, May 26, 2011
Slide 1: Anteo Diagnostics - Better Binding - Faster
For personal use only Southern Cross Equities Life Sciences Conference Anteo Diagnostics (ASX:ADO) Better Binding - Faster Dr. Geoff Cumming - CEO May 2011
Slide 2: Disclaimer
Disclaimer For personal use only The purpose of the presentation is to provide an update of the business of Anteo Diagnostics (ASX:ADO). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarification. Accordingly, thes
Slide 3: Mix&Go – A Game Changing Technology
Mix&Go™ – A Game Changing Technology For personal use only • ADO has developed Mix&Go™ – a molecular ‘glue’ that significantly improves pathology tests • Mix&Go™ is proven and already licensed to two major healthcare companies – Bangs Laboratories and Merck • Immunoassay tests using Mix&Go™ now riva
Slide 4: Company Overview
Company Overview For personal use only Strong Leadership: Management has a solid track record of developing commercially successful products Business Model: Revenues from product sales and royalties with diagnostic and other life sciences companies. Proven Technology Platform: Proprietary technology
Slide 5: Lead Product: Mix&Go
Lead Product: Mix&GoTM For personal use only • Mix&Go™ is a molecular glue – diagnostics, drug manufacturing and drug discovery all benefit from “improved” surface properties – it enables better and earlier disease detection • Mix&Go™ is a novel ‘glue’ - like a two sided velcro • Result of screen on
Slide 6: Mix&Go Technology
Mix&GoTM Technology For personal use only Without Mix&Go™the signal is weak and/or variable. Without Mix&GoTM 2xSignal 2xSignal No Signal 1xSignal With Mix&GoTM 4xSignal 4xSignal 4xSignal 4xSignal Impact of Mix&GoTM: = detect disease earlier = more treatment options
Slide 7: Why is Mix&Go a Game Changer?
Why is Mix&GoTM a Game Changer? For personal use only Sensitivity is the key Mix & Go enables 10x more sensitive test than existing immunoassays - better sensitivity means earlier detection of disease. A whole new market for high-sensitivity testing awaits with Mix&GoTM Due to sensitivity limitation
Slide 8: ADO is now building multiple pipeline and licensing opportunities for Mix&Go
ADO is now building multiple pipeline and For personal use only licensing opportunities for Mix&Go™ TESTING SECTOR MARKET PARTICIPANTS MIX&GO™ IN HOUSE Bead manufacturers (Dynal, Merck, Bangs, √√√√ IVD (Pathology) Seradyn) Test manufacturers/suppliers (Roche, Beckman, √√√ Abbott, Dia Sorin, Ortho, b
Slide 9: Mix&Go - Commercialisation Strategy
Mix&GoTM - Commercialisation Strategy For personal use only • ADO has licensed Bangs Laboratories to use Mix&GoTM on “approved” Bangs manufactured beads – currently two products including its largest selling product • Revenue from sale of Mix&GoTM and royalty on sale of Mix&GoTM treated product • Si
Slide 10: What could Mix&Go be worth?
What could Mix&GoTM be worth? For personal use only Realistically Accessible Market for ADO • Research Market $5-$10M • IVD Market $30-$150M • POC Market $50-$250M • Molecular Diagnostics >$100M • Immunoprecipitation >$100M > $600 million market opportunity for ADO
Slide 11: Other Mix&Go Applications
Other Mix&Go™ Applications For personal use only • Other (non-human) diagnostic markets – including veterinary and agriculture • Other diagnostic platforms – including biosensors and biochips • Verify product authenticity e.g. LVMH, Bank Notes • Marine anti-fouling – attach biocide to exposed surfac
Slide 12: Short term value drivers
Short term value drivers For personal use only Research & Development: Currently 2-3 healthcare R&D companies actively considering Mix&Go™ - short term revenue opportunities as R&D companies take less time on approval processes Major global IVD Players: ADO is currently working on supply agreements
Slide 13: Recent Developments
Recent Developments For personal use only • Bangs launch 2nd product using Mix&Go™ Feb 2011: – Confirms market acceptance of technology gaining traction • $5.9m raised through the exercise of options at 6.5 and 5.5 cents Feb and April 2011 : – 97% of 96.2m options were exercised – 3 years runway • E
Slide 14: Corporate Structure & Financials
Corporate Structure & Financials For personal use only Share Price (52 Week Range): Net Cash Position: 4 cents to 10.5 cents $7,000,000 Currently around 8.5 cents Market Capitalization: Shareholders: $65 million 3,360 Average Daily Volume: Top 20: 15,451,033 Hold 41.15% issued capital Shares on Issu
Slide 15: Top Holdings as at May 2011
ANTEO DIAGNOSTICS LTD Top 20 Holdings as at 20 May 2011 For personal use only Shareholder Name Shares Shareholder Name Shares First Cape Management PTY 77,511,398 Mr Thomas David Cumming 11,000,000 LTD Austcorp No 190 Pty Ltd 32,889,866 HSBC Custody Nominees 11,000,000 (Australia) Nimrod Finance LTD
Slide 16: Summary
Summary For personal use only • Mix&Go™ is a proven and commercialised technology • Mix&Go™ now targeting an established IVD (pathology) market • Mix&Go™ being tested by healthcare companies in multiple sectors - pathology (IVD), research, point of care, diagnostics, immunoprecipitation, R&D • Over
Slide 17: Contact
Contact For personal use only Dr. Geoff Cumming Chief Executive Officer Anteo Diagnostics Limited Tel: +61 2 8823 3110
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