Evolus, Inc. Common Stock · NASDAQ:EOLS
Evolus, Inc. Common Stock — Investor Day (May 2019)
64 slides from Evolus, Inc. Common Stock's investor day presentation, May 8, 2019
Slide 1: Evolus Investor & Analyst Day May 2019
Slide 2: Lauren Silvernail
Lauren Silvernail. CHIEF FINANCIAL OFFICER & EVP CORPORATE DEVELOPMENT
Slide 3: Forward Looking Statements
Forward Looking Statements 2 * Mrceineworanrscnansan ee averse asinice meses So6s oe noni atin a eld seid eal ofp deel) Fn accpeiains statements regarding our future results of operations and financial postion; Ee es ecco ce ree eet sree tela ee ra otc eg tere cere whee re oe rte from the nero on ar
Slide 4: Important Safety Information
teers Important Safety Information z IMPORTANT SAFETY INFORMATION FOR JEUVEAU™ (prabotulinumtoxinA-xvfs) JEUVEAU may cause serious side effects that can be life threatening. Get all Relea a tame arbi rye (Notes fo weeks) ata iveson ek LER Problems swallowing, speaking, or breathing, due to weakening
Slide 5: Today's Agenda
Today’s Agenda TIME TOPIC PRESENTER TIME (MINUTES) 9:00am Welcome & Opening. Lauren Silvernail 5 9:05am —_- Performance Beauty: Building a New Category David Moatazedi 25 9:30am Launching #NEWTOX Mike Jafar 30 10:00am TRANSPARENCY Highlights Rui Avelar 15 10:15am —_Expert Exchange Moderated Panel 35
Slide 6: David Moatazedi
David Moatazedi. PRESIDENT & CEO
Slide 7: Our Transformation
Our : : — evolus Transformation @evolus DESIGNED TO COMPETE WITH PERFORMANCE BEAUTY THE MORKFT IFANFR
Slide 8: Key accomplishments: Nasdaq IPO, financing, approvals
yw Nasdaq 1Po NASDAQ: EOLS 4 PREMIUM BRAND 10] sal $100M OF FINANCING ¢ Transparency DATA PUBLICATIONS& PRESENTATIONS wy) PRODUCT AVAILABILITY ¢ Apel OFFICE SPACE = a DIGITAL PLATFORM Health Canada EU Positive CAMP Opinion APPROVALS. Cd J LEADERSHIP Le D) CUSTOMER CENTRICITY
Slide 9: Our Highly Experienced Leadership Team
Our Highly Experienced Leadership Team David Moatazedi Crystal Muilenburg Kurt Knab Lauren Silvernail Rui Avelar, MD. Jeff Plumer Amy Fox Alex Sabad Michael Jafar
Slide 10: Culture by Design
Slide 11: Our Goal
11 OUR GOAL - To make the beauty experience delightful and achievable
Slide 12: Performance Beauty
Performance Beauty ee “Investor Presentation
Slide 13: Jeuveau
a Jeuveau 100 \ C PRODUCT FRICTIONLESS ALTERNATIVE PLATFORM EXPERIENCE 14
Slide 14: Jeuveau
a Jeuveau 100 \ C PRODUCT FRICTIONLESS ALTERNATIVE PLATFORM EXPERIENCE 14
Slide 15: Jeuveau Experience Treatment Index Pricing
Jeuveau” Experience Treatment ( EVOLUS EXPERIENCE INDEX PRICING 15
Slide 16: Michael Jafar
16 Michael Jafar. CHIEF MARKETING OFFICER
Slide 17: So... why now? The consumer mindset has evolved
17 ah first 900KD since Botox” Cosmetic So... why now? the consumer mindset has evolved CA
Slide 18: Introducing nou-veau
Investor Presentation Introducing nou-veau /no6vi/ adjective Modern or up to date. 18
Slide 19: 31K Consumers Surveyed
Slide 20: nad
K Investor Presentation nad gs
Slide 21: Million getting treated each year, consider neurotoxin
aS] fe) 2 million @ to 6 million? 4 (This Year) (next 12 months) Getting treated Consider a EACH YEAR NEUROTOXIN
Slide 22: A Modern Way to Build a Beauty Company
22, A Modern Way to Build a Beauty Company
Slide 23: Brand examples
GilleHte Mercedes-Benz, MARRIOTT
Slide 24: Slide 24
Slide 25: Design to Optimize Experience
prabotulinumtoxinAws, injection Design to Optimize Experience
Slide 26: Beauty Platform for Her and Our Doctors
FOR HER Beauty Platform First of its kind way to interact with this category FOR OUR DOCTORS Platform to define performance and beauty (their way) 26
Slide 27: Market research quotes
Investor Presentation “wit feels more playful than ...less clinical” - NT EXPERIENCED “The image that’s portrayed and conveyed here is more inviting and welcoming than ads I’ve seen” - PROACTIVE ANTI-AGER “Jeuveau™ feels fresher, younger...” - NT USER *Based on Evolus’s Proprietary Market Research,
Slide 28: Jeuveau
Jeuveau™ $610.00 pe viel subtote! Discount 20%) Estimoted Tox Shipping Total VISA Cord Ending in 0241 305000 -$61000 $9520 Free $2695.20
Slide 29: J.E.T. Jeuveau Experience Treatment
J.E.T. Jeuveau”™ Experience Treatment One of the largest experience (( programs to enter this market v Deployed in the next 90 days Reaching 3,000 accounts >) { Designed to accelerate J BP market share eal Investor Presentation
Slide 30: Art of Pricing Profit
Slide 31: Toxin Profitability Under Pressure
Toxin Profitability Under Pressure = 2 El BOTOX” COSMETIC PRICE PER UNIT PATIENT PRICE PER UNIT* RELATIVE PROFIT BY PROCEDURE ~+53% since launch ~+10% $ $s $$ $ss 2002 2018 2002 2018 mn : Toxin Filler Implants Capital SAI ~S6 S17) ~$13 Equipment * Based on a 100 unit vial. Data based on physician di
Slide 32: Transparent Pricing to Profit the Practice
32 TRANSPARENT PRICING TO PROFIT THE PRACTICE a INDEX PRICING soe IMPROVE PROFIT Avon ner nO cneAsE EST. AVG DISCOUNT + 20-25% TO MARKET $24,524.46 JEUVEAU™ pane PREMIUM PRICE BREAK THE BUNDLE
Slide 33: 90 day focus
Slide 34: Thank you
Thank you
Slide 35: Rui Avelar, MD
35 Rui Avelar, MD. CHIEF MEDICAL OFFICER & HEAD OF RESEARCH & DEVELOPMENT
Slide 36: prabotulinumtoxinA-xvfs
otulinumtoxinAvls pra 900 kDa prabotulinumtoxinA Purification method: Crystallization Finishing method: Vacuum dried 0.5 mg 0.9 mg Human Serum salt ‘Albumin State-of-the art manufacturing facility with patented Hi-Pure™ technology
Slide 37: Phase III Studies Phase II Studies
37 & Phase III Studies Phase II Studies Jeuveau ud Single Treatment, 5 Month Studies Repeat Treatment, 1 Year Studies PrabotulinumtoxinA-xvfs Rae ee eect ( I= 330 EV-001, N= 324 EV-002 + Freeze dried formulation + Superiority to placebo + Vacuum dried formulation Europe / Canada EVB-003 US EV-006 +
Slide 38: Phase III US Studies EV-001 and EV-002
Slide 39: Responder rates
90.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Investigator 22Pt Composite Subject Investigator 22Pt Composite Subject Prabotulinum JA+SA Prabotulinum Prabotulinum TA+SA Prabotulinum, 77.5% 67.5% 76.7% 82.5% 70.4% 76.3% 20.0% 67.5% 70.4% 70.0% 60.0% 50.0% 40.0% 20.0% 10.0% 1.2% 0.0% Placebo Pr
Slide 40: Day Responder Rates
Day 120 Responder Rates Day 150 Responder Rates 22 Composite Score 22 Composite Score Prabotulinum Placebo Prabotulinum Placebo 8.3* 13 4.6* ie) p-value’ 0.023 pwalue® 0.047 22 Composite Score 22 Composite Score Prabotulinum Placebo Prabotulinum Placebo 12.4* 0 4.6* ie) p-value” <0.001 pevalue* 0.04
Slide 41: EV-001 and EV-002 responders over time
EV-001 Uplecebo-IA —mPlacebo-S = Srabst IA Pritt A a © aur cia “ego Saas » » © so 0 » » 8 2 7 14 o Ey 10 150/87 Days Post Treatment 100 8 s$83a8 oS 88S EVv-002 mPlacebo-1A miPlacebo-SA_ Prabot IA # Prabot_ -SA 8 50 08 ay 323 Ss 730 734 560 s7se 382 465 405 8 184 181 wal ea 221 2 7 ry 20 20 19 aS0/eT
Slide 42: EV-001 and EV-002 responders over time
508 Ev-001 mPlacebo-IA mPlacebo-SA | Prabot-IA | D Prabot-SA Day 24 Day 30 Days Post Treatment p99 777 629 Day 120 536 50.2 Day 150 EV-002 mPlacebotA mPlacebo-SA Mm Prabet-lA 0D Prabot SA = 941942 . 903, 903 29 904 . 811794 68.7 : 65.2 598 52.3 43 ana] » 2g 107 105 Pe 25 pun ott hd oa | 39 3H Day2 D
Slide 43: Positive Responders on the SSS (%)
Positive Responders on the SSS (%) 14. 45. re) Ev-001 Satisfied @ Very Satisfied 773 70.0 | 90.0 a5 BSB ei Sali | 37 48 | 38 ! : ‘ 7 14 30 90 a Days Post Treatment 0 1s0/ET Ev-002 Satisfied Very Satisfied 916 0 92.4 BB 84.1 74.2 713 55.2 2. BAM 118 r r 80 7.9) 40 78) Zz 7 14 30 90 120 1S0/ET Days Po
Slide 44: Adverse event summary
Placebo Prabotulinum Placebo Prabotulinum All 32.1% 38.2% 26.9% 28.5% Related 13.1% 15.4% 7.7% 9.8% * Ptosis (drug related) + Nodrug related SAEs + EV-001 — eyelid 0.8%, eyebrow 0.4% * Most adverse events were mild * EV-002 — eyelid 1.2%, eyebrow 0.4%
Slide 45: All Treatment Emergent Adverse Events > 1%
All Treatment Emergent Adverse Events > 1% Jeuveau™ Group Higher than Placebo Group Jeuveau™ Treatment Emergent Adverse Events > 1% Headache 76% 9.3% Eyelid Ptosis 0.0% 1.0% Headache 13.3% 11.6% Eyelid Ptosis 0.0% 1.6% URTI 1.4% 2.6% WBC Increase 0.0% 1.2%
Slide 46: Phase III Canada and Europe EVB-003
Slide 47: Canada and Europe Phase III Trial Study Design
Prabotulinumtoxin Canada and Europe Phase III Trial Glabellar Line Study Design Study Design * Multi-center, blinded, randomized, single dose study * N=540, randomized 5:5:1 (Prabot : Onabot : Placebo) Study Population * Subjects 218 years of age + Moderate (GLS=2) to severe (GLS=3) * Glabellar line
Slide 48: Prabotulinumtoxin EU/CA Phase III Trial
Prabotulinumtoxin EU/CA Phase III Trial 48 Glabellar Line Study Design + Primary Endpoint — Aresponder is a subject rated a 0 or 1 at Day 30 by IA using the 4 point GLS scale at maximum frown — Non-inferiority to onabotulinumtoxinA (Botox ® Cosmetic)
Slide 49: Primary endpoint: non-inferiority to Botox
100 87.2 82.8 4.2 , — JeuveauTMn=235 Botoxn=244 Placebo n= 48 PRIMARY ENDPOINT Difference between groups: 44% Lower limit of one-sided 97.5% CI: -1.9% Non-inferiority margin: - 10% Upper Limit of two-sided 95% Cl: 10.8% “10 5 0 5 10
Slide 50: Improvement GLS at Maximum Frown
21 Improvement GLS at Maximum Frown Investigator Assessment *P-Value Placebo vs Jeuveau <0.001 Day2__| 12.20% | 57.00% | 54.2%* Day 150 | 8.30% | 34.40% | 37.7%* Subject Satisfaction 21 Improvement Subject Satisfaction Day30 | 6.30% | 86.60% | 91.3%*
Slide 51: Jeuveau vs Botox Responders: Investigator Assessment
21 Point Respenderson the {lS ae Macimam Frown 545 5za 87 eq Jeuveau™ vs Botox 21 Pt Improvement of GLS at Maximum Frown Investigator Assessment 53 oa9 757mm S78 S15 125 a9
Slide 52: Jeuveau vs Botox: Subject Assessment
Jeuveau™ vs Botox 21 Pt Improvement of GLS at Maximum Frown Subject Assessment soi 901 215 og » 672 g 8 Responders on the 21P0 > 106 Bab 63
Slide 53: Global Aesthetic Improvement Scale: Investigator
21 Point Responders on the imum Frown (6) co Jeuveau™ vs Botox Global Aesthetic Improvement Scale Investigator Assessment 356 282555 as 7 es 1 eu 85 63 ‘ 42 2 | = LT 2 eweauTM MBotox mPlacebo DaysPost Treatment 496
Slide 54: Global Aesthetic Improvement Scale: Subject
1 Point Responders on the Jeuveau™ vs Botox Global Aesthetic Improvement Scale Subject Assessment ee ot 93 Sea 4 716 722 » ss © sas 2 seus 2 i : = % g aoe ia aa | | n 42 42 ° _| | = = 2 “ » Py 1 JeweasTM mBctex mPlacebo Days Post Treatment
Slide 55: Jeuveau vs Botox Subject Satisfaction
Jeuveau™ vs Botox Subject Satisfaction 888 91.5 2 85.2 85.5 80.6 72.2 ey 677 ms 65.8 585 $3.2 as 56.6 ae es > ag ie » a 63 6.3 42 : * | | | = 2 1" 30 30 120 150/67 Jeweau mBotox m Placebo Days Post Treatment
Slide 56: Head to Head
Head to Head Phase III Trial EU and CA ead data points ‘alldas alld ‘alli H i | | AA TET | HAMM LTT
Slide 57: Safety Profile: Adverse Events
Safety Profile: Adverse Events Placebo Onabot Prabot All 32.7% 41.9% 37.6% Related 4.1% 14.6% 15.5%
Slide 58: EM |
Investor Presentation 2 EM | 58
Slide 59: Thank you
Thank you
Slide 60: Expert Exchange
Expert Exchange 60 Dr. Justin Harper Dr. Sarmela Sunder Dr. Sachin Shridharani Jake Laban OWNER & FOUNDER OF JUVLY AESTHETICS FACIAL PLASTIC SURGEON PLASTIC SURGEON CHIEF OPERATING OFFICER, SKIN BY LOVELY a)
Slide 61: The Vision: Transition from Pharma to Beauty
Slide 62: Our Edge - Singular Focus
OUR EDGE - SINGULAR FOCUS EVOLUS PRACTICE THE RIGHT PLATFORM FOR THE FUTURE TO DO LIST - OUR PIPELINE = as TECH 62
Slide 63: What's on your mind?
What’s on your mind? David Moatazedi Lauren Silvernail Rui Avelar, MD Michael Jafar PRESIDENT AND'CEO CFO AND EVP, CHIEF MEDICAL OFFICER CHIEF MARKETING OFFICER CORPORATE DEVEL AND HEAD OF R&D ao.
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64 i) > ne} Investor Presentation