Aroa Biosurgery Ltd · ASX:ARX
Aroa Biosurgery — Investor Presentation (April 2022)
29 slides from Aroa Biosurgery's investor presentation, Apr 26, 2022
Slide 1: Unlocking regenerative healing for everybody
Unlocking regenerative healing for everybody
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation (Presentation) is dated 26 April 2022 and has been prepared by Aroa Biosurgery Ltd, New Zealand company number 1980577, ARBN 638 867 473 (AROA or the Company). Information in this Presentation The information in this Presentation is of a general back
Slide 3: AROA at a Glance
AROA at a Glance Well established high-growth soft tissue regeneration company s 4 NZ$39m! og FY22 product sales 81% higher than FY21 6 patented product families selling in United States >40 Peer Reviewed Publications Unaudited Oe 6) =O 5 million+ AROA products applied in treating patients Gross Mar
Slide 4: Unlocking Regenerative Healing for Everybody
Unlocking Regenerative Healing for Everybody AROA ECM™ technology offers leading regenerative performance at a significantly lower cost than other biologics enabling more patients to have access to the benefits of regenerative healing Price Biologics ‘Regenerative but weak’ AROA Products Regenerativ
Slide 5: AROA ECM - An Ideal Foundation for Regenerative Healing
AROA ECM - An Ideal Foundation for Regenerative Healing Unique Extracellular Matrix (ECM) platform technology derived from ovine forestomach Intestines © Highly vascular o Constantly renewing & growing Laminin Collagen IV Elastin Vascular channels Collagen | & III ———— GAGs, hyaluronic acid, heparin
Slide 6: Substantial Growth Opportunities > $2.5B TAM
Substantial Growth Opportunities > $2.5B' TAM @TELA2® SCIENCE. VALUE. INNOVATION. “es AROA r 1 1 1 ! ! ! 1 ! Complex Wounds Soft Tissue Reconstruction Symphony” Endoform” Endoform’ Antimicrobial Natural OVITEX REINFORCED TISSUE MATRIX Myriad Myriad Matrix Morcells REINFORCED TISSUE MATRIX Total Addr
Slide 7: AROA ECM Evidence To Date 2/7
AROA ECM Evidence To Date 78 18 2/7 PRESENTATIONS/ PUBLICATIONS PRESENTATIONS/ PUBLICATIONS PRESENTATIONS/ PUBLICATIONS Endoform’ Myriad” WITTE REINFORCED TISSUE MATRIX * Advanced ECM technology for ¢ Surgical matrix for dermal and soft © Reinforced bioscaffold for acute and chronic wound healing ti
Slide 8: Myriad Matrix
Myriad Matrix * Suitable for a wide range of reconstructive procedures requiring implant or dermal regeneration * Especially suited to inflammatory soft tissue disorders (e.g. anal fistula, pilonidal sinus, complex chronic wounds, surgical dehiscence, NSTpiea4 * Low rates of surgical complications r
Slide 9: Reinforced Biologic — OviTex/Myriad Ultra
Reinforced Biologic — OviTex/Myriad Ultra™ ¢ Thoughtfully engineered reinforced biologic for abdominal wall repair 150+ ECM proteins known to be important in healing. Natural vascular channels support angioconduction. ¢ Low hernia recurrence reported'*>4 ¢ Low rate of complications, infections repor
Slide 10: Catalysts
Catalysts Post-COVID Improving access, hospital capacity & operating environment, more advanced sales pipeline. OG Clinical Data Myriad Registry (2 publications) Symphony pilot completed Symphony RCT initiated. Enivo pilot study published Endoform VLU study published $_A ood AROA Direct Sales Fully
Slide 11: Unlocking regenerative healing for everybody
Unlocking regenerative healing for everybody TT
Slide 12: Contacts
CONTACTS Simon Hinsley Matt Wright Investor Relations Media m +61 401 809 653 m +61 451 896 420 shinsley@aroabio.com matt@nwrcommunications.com.au Visit our website www.aroabio.com and find us on Linkedin at www.linkedin.com/company/aroa-biosurgery-limited/ 64 Richard Pearse Drive, PO Box 107111, Au
Slide 13: Appendix
Appendix cee OY SS ARROW
Slide 14: Soft Tissue Reconstruction Technologies
Soft Tissue Reconstruction Technologies Biologics and Synthetics have different properties and use cases Absorbable . Synthetics Moderate" Low’? Hernia’? Use Case que selling point Cost & strength?" Cost & strength, absorbed¥ Existing Low to igh 319 Low- spot 22 4 ss Soft tissue Biologics Moderate!7
Slide 15: AROA Product Range
AROA PRODUCT RANGE ADDRESSES A WIDE RANGE OF APPLICATIONS AND LARGE ADDRESSABLE MARKETS US TAM Sales Brand name Use case (USD) Channel Launch oe Stalled complex Mus ond a seni ARCA FYIS Antimicrobial u Ovitex Hernia ED S25 TELA Bio FY'17 Dermal & . : 3 Myriad implantable OSS $200m AROA FY'20 Reconst
Slide 16: Clinically effective wound products
Clinically effective wound products Endoform demonstrates increased wound closure rates at 12 weeks in complex wounds compared to market leading biologics which lowers the cost of treating patients % WOUNDS CLOSED AT 12 WEEKS j AROA Competitors (Tissue Matrix) A tf 1 100 u 90 Better clinical outcome
Slide 17: BRAVO Clinical Study
BRAVO Clinical Study 91 patient multi-centre study with simple and complex ventral hernias in United States Number of patients Number of hernia who completed Product Name Category Hernia recurrencerate" recurrence! follow up Ovitex (Aroa) Reinforced Tissue Matrix Ovitex (Aroa) Reinforced Tissue Matr
Slide 18: Sales Channels
Sales Channels [channel | Products Target Specialties | Call Point Sales Force (FTE) | Commercial Strategy Physicians, Outpatient Endoform WOCN's/RN's, Wound 8 Inside Podiatric Centers Increase Endoform utilization in current customer base through Antimicrobial & Negative Pressure Wound Therapy camp
Slide 19: Endoform Natural and Antimicrobial
Endoform Natural and Antimicrobial A unique “Tissue Matrix” used to “short-cut” healing in complex sae i wounds such as diabetic foot ulcers and venous ulcers ca chai sagerne reg a Diabetic Foot Ulcer ee wat = = . : Endoform Antimicrobial a single layer of Endoform Natural is a single layer of Aroa
Slide 20: OviTex & OviTex PRS
OviTex & OviTex PRS “Reinforced Bioscaffold” which combines layers of the AROA ECM reinforced with polymers for abdominal wall repair (hernia) & soft tissue reinforcement OviTex® Licensed to Tela Bio for Hernia Ovitex® is an abdominal wall reinforcement product comprised of multiple layers of AROA E
Slide 21: Myriad Matrix
Myriad Matrix Engineered ECM containing layers of AROA ECM suitable for soft tissue reconstruction, both dermal repair and surgical implantation Myriad Matrix placement prior to dermal skin graft Myriad Matrix surgical implantation in an armpit post significant tissue excision The AROA ECM” provides
Slide 22: Myriad Morcells
Myriad Morcells A ‘Morcellized Bioscaffold’ suitable for a wide range of dermal reconstruction and complex wound repair procedures * Deliver a bolus of the AROA ECM biology to help kick start & sustain healing * Conforms to optimise contact with irregular wound beds Used in combination Myriad Morcel
Slide 23: Symphony
Symphony “Proliferative Bioscaffold’ for use in patients with severely impaired healing such as Diabetic Foot Ulcers & Venous Leg Ulcers in the outpatient wound care center setting Optimized structure Gentle procesing conserves structure, function and angioconduction Better cell access Porous archit
Slide 24: AROA Product Portfolio
AROA Product Portfolio Products to match wound type, stage & site of care Stabilize Correct Build Organize Hemostasis Inflammation Proliferation Remodelling Wound Closure i Myriad Myriad (+/-) Endoform’ y' y' i lorm Reconstruction Matrix’ Morcells” Natural Operating Room/Physician Office EG) CSc [ac
Slide 25: Manufacturing and Production
25 Manufacturing and Production Well established commercial manufacturing facility Unique process produces a high-quality product e 12 successful Quality inspections since 2014 82 staff in Manufacturing and Quality Assurance 2 Sites — 5100 m2 total manufacturing floor Efficient and low cost e Purpos
Slide 26: Board of Directors
26 Board of Directors AROA has a highly experienced Board with healthcare, operational and financial experience James Mclean Brian Ward Steven Engle Philip McCaw John Pinion John Diddams Chair, Independent Managing Independent Non-Executive Independent Independent Non-Executive Director and CEO Non-
Slide 27: Management team
27 Management team AROA is led by a highly experienced management team with long tenure Brian Ward CEO, Founder BVSc MBA James Agnew CFO BCom LLB Brad Adams VP — Commercial (USA), MHA, BA Simone Von Fircks CoO Dr. Barnaby May cso PhD +13 years with Aroa +25 years in life sciences Commercial leadersh
Slide 28: Appendix 2: Additional Materials
Appendix 2: Additional Materials setete: Se AROA
Slide 29: References
References 1, FitzGerald, J.F. and A.S. Kumar. Biologic versus Synthetic Mesh Reinforcement: What are the Pros and Cons?Clin Colon Rectal Surg, 2014. 27(4): p. 140-8. 2. Anderson, J.M., A. Rodriguez, and D.T. Chang, Foreign body reaction to biomaterials. Semin Immunol, 2008. 20(2): p. 86-100. 3. Cos