Anteotech Ltd · ASX:ADO
Anteotech — Shareholder Meeting (November 2020)
23 slides from Anteotech's shareholder meeting presentation, Nov 12, 2020
Slide 1: Post AGM Update - Presentation (ASX Announcement)
ASX Announcement For personal use only 12 November 2020 POST AGM UPDATE - PRESENTATION AnteoTech Limited (ASX: ADO) (‘AnteoTech’ or ‘the Company’) is pleased to attach a presentation to be made by Chief Executive Officer Derek Thomson at a post AGM webinar. The webinar will be held on Thursday, Nove
Slide 2: AGM Business Update
For personal use only AGM Business Update Derek Thomson – CEO 12th November 2020 1
Slide 3: Disclaimer
Disclaimer For personal use only The purpose of the presentation is to provide an update of the business of AnteoTech Ltd (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, these sl
Slide 4: Agenda
Agenda For personal use only • Business Overview • Life Sciences • Market Outlook • Achievements • COVID-19 Rapid Antigen Test Update • Focus for Next Twelve Months • Questions • Energy • Market Outlook • Energy Strategy • Collaborator Network • Achievements • Development Program • Focus for Next 12
Slide 5: Business Dashboard
Business Dashboard For personal use only $$ Revenues Opportunity Addressable Good Cash IP Position Development Rising Pipeline Markets Position Strengthened Teams Increasing Growing Expanded and Operating at Full Capacity 4
Slide 6: Life Sciences
For personal use only Life Sciences 5
Slide 7: Lateral Flow Market (LFA)
Lateral Flow Market (LFA) LFA Market For personal use only (Without COVID-19) • The global lateral flow assay market was projected to reach USD 8.7 USD $Billions billion by 2023 from USD 7.0 billion in 2019 growing at a CAGR of 7.7% from 2019 to 2023. • However the impact of COVID-19 will alter the
Slide 8: Key Achievements in 2020
Life Sciences Key Achievements in 2020 • ISO 13485 certification For personal use only • Completed Proof of Concept Assay for Detection of Sepsis. Assay • Raw Materials Sales Increase. Development • Completed first OEM AnteoBind™ Activated Particle set of products with IMRA. • Developed Proof of Con
Slide 9: Our Assay Development Differentiator is Very High Sensitivity Detection
Our Assay Development Differentiator is Very High Sensitivity Detection For personal use only • Consistent gentle binding • Very high dynamic signal proven to retain antibody range and intensity. activity. Technology Detection • Consistent and reliable results Method under UV light. • Simple conjuga
Slide 10: Delivery of the AnteoTech COVID-19 Antigen Rapid Test is On Track
Delivery of the AnteoTech COVID-19 Antigen Rapid Test is On Track Time frame: 3-5 months For personal use only Phase 2: Phase 3: Phase 4: Phase 5: Phase 1: Design Design Production Market Feasibility Verification Validation Validation Launch • Phase 1- Completed: Feasibility (demonstrated working pr
Slide 11: The Next Twelve Months will be very Productive for our Life Sciences Business
The Next Twelve Months will be very Productive for our Life Sciences Business For personal use only Assay Development Raw Materials Assay Services • Completion of COVID-19 Antigen • Focus and investment on customer • Approach market from a “problem Rapid Test. knowledge and problem sets. solving” pe
Slide 12: Questions
For personal use only Questions 11
Slide 13: Energy
For personal use only Energy 12
Slide 14: Li ion Battery Market Update 2020
Li ion Battery Market Update 2020 Silicon Based Li ion Batteries are Forecast For personal use only Li ion Battery market to Dominate from 2023 to 2035 USD $Billions Growing in excess of 9% CAGR Li Ion Silicon based Li Ion Solid State Source: “The Solid-State Battery Roadmap”, $100+bn November 2017,
Slide 15: Our Strategy for Energy Focuses on Leveraging IP
Our Strategy for Energy Focuses on Leveraging IP For personal use only Enhanced Li ion Battery International Develop Become a collaborations to applications for materials supplier support the the enhancement to producers of development of of silicon enhanced Lithium silicon composites composites and
Slide 16: Commercialisation roadmap at anode coating level
Commercialisation roadmap at anode coating level VALUE/RETURNuse only Silicon anode system 4th product – Provide licenses to anode system. Silicon active materials $/Wh 3rd product – Partnering for manufacturing Cheaper Advanced binder and distribution. Li ion battery 2nd product – Manufacture and F
Slide 17: Energy Business Collaborator Landscape
Energy Business Collaborator Landscape For personal use only 7 collaborators engaged with silicon composite project 6 collaborators engaged with cross-linker additive project Collaborator ID Company type 1 Battery materials and component manufacturer 2 Battery materials manufacturer (micro-silicon)
Slide 18: Energy Division – Achievements This Year
Energy Division – Achievements This Year For personal use only Industry network Cross-linker additive and adv. binder Silicon active materials • Business development initiative triples • Cross-linker additive (CLA) concept • Two samples of 1st gen composite partner network from 3 to 9. developed. su
Slide 19: 2020/2021 Energy Development Program
2020/2021 Energy Development Program For personal use only Q2 20/21 Q3 20/21 Q4 20/21 Q1 21/22 Cross-linker additive and adv. binder • Matching of CLAs with specific binder chemistries of collaborators. • Fine-tune CLA properties and facilitate process integration with collaborators. • Progress rela
Slide 20: Summary
For personal use only Summary 19
Slide 21: Focus Objectives for the Next Months
Focus Objectives for the Next 12 Months For personal use only • Commercialise the first Point of Care assay – COVID-19 Antigen Rapid Test. • Capitalise on the pipeline of opportunities that surround our capability and profile in the PoC market and in the vaccine industry. • Increase sales from Assay
Slide 22: Questions
For personal use only Questions 21
Slide 23: www.anteotech.com
For personal use only www.anteotech.com 22