Merchavia Holdings And Investments Ltd · TASE:MRHL
Merchavia Holdings And Investments — Investor Presentation (May 2020)
52 slides from Merchavia Holdings And Investments's investor presentation, May 2020
Slide 1: Presentation for Investors – May 2020
Merchavia Holdings and Investments Ltd. Presentation for Investors – May 2020 1
Slide 2: A Forward-Looking Information
A Forward-Looking Information This presentation was prepared for summary and convenience only and is not intended to replace the need to review the reports issued by the Company to the public. Full and comprehensive information regarding the Company and its business can be found in the periodic and
Slide 3: Business card
MERCHAVIA destin Life §
Slide 4: Business card | Merchavia
Business card | Merchavia An investment company specializing in investing in life science companies. The company has a strategic partnership with the innovation arm of the leading medical center in US - Cleveland Clinic. The company invested in companies targeted to markets which are estimated in bi
Slide 5: Investment Strategy
Investment Strategy • Targeting investments in companies with significant market potential. • Emphasis on investments with a horizon of significant value increase in 18 months. • Preference is given to investment in companies related to Cleveland Clinic. • Applying a risk management process by the c
Slide 6: The Board of Directors
The Board of Directors Erez Alroy Ephraim Gerlitz Ilan Goldstein Has served as director of SHL Manages the Goldstein family’s business Holder of a controlling interest in the company, Telemedicine since its establishment. dealings in Israel. Holds senior positions, certified lawyer (USA) with 40 yea
Slide 7: Members of the Scientific Advisory Committee
Members of the Scientific Advisory Committee Eldad Yassur Dr. Arnon Chait | USA Elhanan Streit | IL CEO of ARROW Israel. Arrow Electronics is Founder and CEO of Cleveland Diagnostics, Active in investments for several decades, a leading global distribution company that Inc. Has over 25 years of expe
Slide 8: Our Vision
Our Vision To make advanced medical technologies accessible through a public investment arm in Israel for the world's leading medical technologies 8
Slide 9: Our uniqueness
Our uniqueness Breakthrough innovation Professionalism Global networking A deep understanding The most innovative of the medical medical centers business world in the world 9
Slide 10: How the investment is carried out?
How the investment is carried out? Discussion at the Detailed due diligence Finding a company or Convening of the level of the Initial due performed by venture in Israel or Scientific Advisory Board of directors Company's diligence consultants and/or globally Committee management Cleveland Clinic 10
Slide 11: Portfolio
[Portfolio CD»x Pe cardiacsense (i RMDY Cleveland Diagnostics A EA Juventas
Slide 12: First Exit Significant Milestone
First Exit Significant Milestone In October 2019 RMDY finalized a merger agreement with OptimizeRx (NYSE: OPRX) whose shares are traded on the NASDAQ. OptimizeRx is a recognized leader in bridging the communication gap between pharma and providers with its digital health messaging platform. The deal
Slide 13: CDx
CDx Invest in Life
Slide 14: About the company
About the company An innovative and proven diagnostic technology platform intended for the diagnosis of cancer in the early stages using blood tests. A breakthrough technology that Innovative blood test for detects a change in the structure prostate cancer of the protein linked to diseases (differen
Slide 15: The investment
The investment 7.03% In February 2015 Merchavia invested $1 million according to CDx value of $10 million. In March 2020, CDx completed raising $7.5 million at a value of $65 million pre money. Merchavia currently holds approximately 7.03% on a fully dilution basis. 15
Slide 16: Clinical status
Clinical status Multi-center clinical trial in the US, led by Dr. Eric Klein, head of the Glickman Urological & Kidney Institute at the Cleveland Clinic, medical center, who is considered a leading global expert in the field. The trial itself and the extension trial, which included more then 800 mal
Slide 17: Manufacturing costs
Manufacturing costs Low kit production cost (few dollars per unit) The test is also a technological platform for breast cancer, Lung cancer, Alzheimer's disease and more.... A tremendous potential to change the structure of the market The possibility of replacing the existing test (PSA) and lead a m
Slide 18: Significant milestone
Significant milestone The FDA has labeled IsoPSA as a "Breakthrough Device Designation". FDA Breakthrough Device designation is granted to novel medical devices that have the potential to provide more effective treatment or diagnosis of life-threatening or irreversibly debilitating diseases or condi
Slide 19: The Huge Potential
The Huge Potential CDx develops on the basis of this breakthrough technology additional tests for breast cancer, lung cancer and other disease diagnosis. Each of these markets is a multi-billion dollar market 19
Slide 20: Near Term Goals
Near Term Goals • IsoPSA FDA approval- in submittal process to FDA. • CMS reimbursement. • IsoPSA test available through CDx own lab and external labs. • Platform demonstration via additional tests in breast and lung cancers. 20
Slide 21: CardiacSense
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Slide 22: About the company
About the company CardiacSense is a digital health company that has developed best-in class, wearable sensor technology with the sensetivity and specificity required for medical diagnosis and monitoring. The Watch The Wristband The Clip The Chip 22
Slide 23: The Technology
The Technology UPG (Ultra photoplethysmoography) sensor, unique optics improve signal-to-noise and power consumption.(single charge 4 days operating time). CardiacSense Sensor 23
Slide 24: Focus
Focus The initial focus is on monitoring and detection of atrial fibrilation. Several other near-term applications are in development, including monitoring of other arrythmias and vital signs such as blood pressure, respiratory rate, and oxygen saturation. 24
Slide 25: The investment
6.16 % The investment In June 2017 Merchavia invested $0.5 million in the company according to company value of $6 million. In December 2019 Cardiacsense started a continuous raise at a company value of $35 million. Merchavia currently holds approximately 6.16 % on a fully dilution basis. 25
Slide 26: Clinical status
Clinical status An initial clinical trial in A preliminary clinical trial (Sourasky A pivotal clinical trial (Sourasky medical patients suffering from medical center) conducted in center, Rambam medical center, Sheba atrial fibrillation was March 2019, included 24 subjects, medical center) conducted
Slide 27: Market Opportunity Atrial Fibrillation Detection
Market Opportunity Atrial Fibrillation Detection 12 10 X5 $B €B The cost of AF- The cost of AF- Long term monitoring AF increases the risk of stroke by 5x and related strokes related strokes is the only known stroke severity by 5x (in the U.S.) (in Europe) effective solution for heart arrhythmias So
Slide 28: Commercial status
Commercial status Deals signed with distributors Country Smartwatch Units Total Purchase Commitment Argentina 6,500 1.5M$ Turkey 16,500 3.7M$ South Africa 32,500 7.5M$ Australia 32,500 7.5M$ Uruguay 5,250 1.2M$ Spain Portugal and Andorra 24,000 5.55M$ Chile 9,000 2M$ Total 126,250 28.95M$ See report
Slide 29: Near Term Goals
Near Term Goals 1. FDA and CE clearence for AF detection by the end of Q3 2020. 2. Batch of 3,000 watch units ready to market by the end of 2020. 3. Completion of a clinical trials in the fields of Respiratory rate by the end of 2020. 4. Completion of a clinical trial in the field of continuous bloo
Slide 30: TrainPain
g MERCHAVIA Invest in Life Former name G4P TrainPain DIGITAL THERAPY FOR CHRONIC PAIN 30
Slide 31: About The Company
About The Company TrainPain develops an interactive and adaptive Digital treatment for chronic pain through gaming. The medical technological approach is based on a perception known in the literature, according to which the nervous system is particularly sensitive in chronic pain patients, and by tr
Slide 32: Neuroplasticity Training Platform
Neuroplasticity Training Platform WHAT'S INVOLVED? Small tactile stimulators worn on the body for 15 minute daily training session. Patients pays attention to body sensations to solve video game based puzzle. Stimulator QUANTIFY SENSORY PERCEPTION As patient plays the video games, the app assesses h
Slide 33: Regulatory Strategy
Regulatory Strategy PHASE 1 PHASE 2 • Early launch under FDA • After clinical trials, pursue wellness exemption FDA de novo pathway to pathway. Use indirect allow for stronger medical medical claims (“reduce claims (“disease impact of chronic pain”) treatment”). TrainPain 33
Slide 34: The Investment
The Investment 5.7% TrainPain In October 2018 Merchavia signed an investment agreement in the amount of NIS 600,000. Merchavia currently holds approximately 5.7% on a fully diluted basis. TrainPain 34
Slide 35: Near Term Goals
Near Term Goals TrainPain’s work plan for the next year during the incubator period includes, inter alia: 1. Clinical validation- clinical study to prove efficacy. 2. After clinical validation series A round for executing the commercialization and regulatory strategy. TrainPain 35
Slide 36: EfA
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Slide 37: About the company
About the company EFA develops RevDx- a device that is used as a portable diagnostic laboratory to perform CBC (complete blood count) and other Hematologic tests. CBC is the most requested test wordwide and physician’s “best practice”. Helps diagnosing infectious diseases, hematological malignancies
Slide 38: The Technology
The Technology The developed system is a combination of several technological elements: 1. A disposable chip that can prepare the blood sample as required by laboratory microscopy tests. 2. A portable electro-optical device with a unique microscopy solution that can perform automatic microscopy and
Slide 39: Addressing the Covid-19 pandemic challenges
Addressing the Covid-19 pandemic challenges Fever case management at the community During these challenging times, diagnosis of fever baring diseases is even more complicated for health services: ü The spread of the COVID-19 virus as a possible cause for a fever condition. ü The risk of not diagnosi
Slide 40: The investment
The investment 9.09% In March 2019 Merchavia signed an investment agreement in the amount of 1 million NIS to be made in four installments, with immediate payment of 300,000 NIS and 3 payments in accordance with milestones. Merchavia currently holds approximately 9.09% on a fully diluted basis. 40
Slide 41: Achievements and Milestones
Achievements and Milestones EFA’s achievments after a single year in the incubator includes: Ø EFA proved the microscopy-based effectiveness including the cell counting and differential algorithm. Ø EFA finalized the patented unique sampling disposable chip. Ø EFA filed 2 major patents in 10 countri
Slide 42: Veoli
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Slide 43: About the company
About the company VEOLI aims to redefine medical cannabis delivery by migrating novel technologies developed for the pharma industry to the cannabis space. Veoli develops a unique rechargeable electrical cannabis inhaler device, the device utilizes mechanical energy only, produce an accurate dosage,
Slide 44: The Veoli Solution
THE VEOLI SOLUTION End-to-End Personalized Cannabis Inhalation Treatment • Monitoring and accurate dosing VEOLI APP • Online support • Electronic verification ensuring authorized usage - capsule type & dose per user • The Most Effective Bioavailability TELE- VEOLI DEVICE MONITORING SOLUTION VEOLI CA
Slide 45: Go-to-Market & Business Model
GO-TO-MARKET & BUSINESS MODEL • VEOLI will collaborate with strategic partners, per territory, on their existing brands, as well as new products and indications VEOLI will handle the tech transfer required for manufacturing in relevant territories. • Two revenue streams VEOLI CAPSULE • One-time sale
Slide 46: The investment
The investment 20% In March 2019 Merchavia signed an investment agreement in the amount of $400,000. Merchavia currently holds approximately 20% on a fully diluted basis. 46
Slide 47: Milestones
Milestones Veoli’s work plan for the next year includes, inter alia: 1. Adaptation of the existing drug delivery system to cannabis Emulsion. 2. Conducting clinical trials to prove pharmacokinetics (effect of the substance on the body) and efficiency. 3. Closing working tested prototype in final des
Slide 48: Juventas Therapeutics
Juventas Therapeutics Juventas Therapeutics is a private, clinical stage biotechnology company developing novel non-viral gene therapies that activate natural processes to repair the body. Product candidate JVS-100 is a non-viral gene therapy that expresses stromal cell-derived factor -1, or SDF-1,
Slide 49: Milestones
Milestones Milestones plan for the next year includes, inter alia: 1. Astellas execution of the option to Acquire JVS-100 Gene Therapy Program from Juventas. 2. Entering into Phase 2b clinical trials on the treatment of fecal incontinence. 49
Slide 50: Upcoming events in the companies over the next 18 months
Meeting sales targets for the end of 2020 and 2021. Upcoming events in the companies over the next 18 months 1. Initiation of marketing of ISOPSA. 2. FDA approval for ISOPSA test. 1. Adaptation of the 1. Completion of 3. Progress in the development of another With regard to the existing drug the dev
Slide 51: CDx ISRAEL
CDx ISRAEL In April 2020 Merchavia has signed MOU with CDx Subject to the signing of a binding agreement, CDx will grant Merchavia exclusive rights for marketing and sales of the unique diagnostic test, IsoPSA, for the diagnosis of prostate cancer in Israel and other different geographical locations
Slide 52: Thank you
Merchavia Holdings and Investments Ltd. Presentation for Investors Thank you 52
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