Alcidion Group Limited · ASX:ALC
Alcidion — Non-Deal Roadshow (February 2020)
27 slides from Alcidion's roadshow presentation, Feb 11, 2020
Slide 1: Investor roadshow presentation and business update
11 February 2020 Australian Securities Exchange 20 Bridge Street, Sydney NSW 2000 Investor roadshow presentation and business update Melbourne, Victoria – Alcidion Group Limited (ASX: ALC) today advises it has released the attached investor presentation and business update, which will be presented t
Slide 2: About Alcidion
experience, Alcidion brings together the very best in technology and market knowledge to deliver solutions that make healthcare better for everyone. www.alcidion.com © Alcidion Group Limited 2020. Alcidion, MKM Health, Miya, Patientrack and Smartpage are registered trademarks. All other brands and p
Slide 3: Investor Presentation: Leading the digital transformation of healthcare
Investor Presentation Leading the digital transformation of healthcare Kate Quirke, Group Managing Director February 2020
Slide 4: Challenges facing healthcare providers
Challenges facing healthcare providers Healthcare providers must adopt technology to improve patient outcomes and deliver efficiencies to meet demand Big single solution EMR is not the answer - care team productivity can drop by 20-30% Demographic Industry Rising Cost Trends Challenges and Risk Cost
Slide 5: Global market for clinical decision support systems to grow rapidly
Global market for clinical decision support systems to grow rapidly GLOBAL FORECAST GROWTH OF THE CDSS Clinical decision support systems (CDSS) provide clinicians and staff with timely information at the point of care, to help inform MARKET decisions about patient care $2.9 $2.8 • CDSS market to ris
Slide 6: Our Solution
@, ALCIDION Our Solution
Slide 7: Our unique technology platform
Our unique technology platform The problem with an EMR • EMR systems were designed as data repositories & do not support scalable real-time Clinical Decision Support (CDS) & automation that can improve clinical productivity • While EMRs have improved many aspects of clinical care, they have also tak
Slide 8: Our solutions improve the delivery of healthcare
Our solutions improve the delivery of healthcare Management Operational Patient Flow & Clinical Clinical Clinician Dashboards Dashboards Access Documentation Communication Mobility Secure Consolidates Real-time Patient status Observations & messaging Streamlined real-time data overview & summarising
Slide 9: Introducing Miya MEMRe: Mobile EMR + CDSS
Introducing Miya MEMRe: Mobile EMR + CDSS • First locally developed fully-mobile EMR solution, offering the full benefits of Miya Precision on mobile devices • CDS risk rated information – clinicians can quickly see emerging risk as well as outstanding tasks • All information accessible within a few
Slide 10: Product demonstration
rs ALCIDION Product demonstration
Slide 11: Capitalising on a significant market opportunity
Capitalising on a significant market opportunity
Slide 12: Heavy investment in digital health across all markets
Heavy investment in digital health across all markets 10
Slide 13: The UK is a large market opportunity
The UK is a large market opportunity Current state of play Total market potential for all products and • Early adopter of new technology, less EMR services over 5 years penetration, hybrid approach, including best of breed • Favourable operating environment post-election, with investments promised b
Slide 14: UK growth strategy
UK growth strategy Current market presence Key reference sites Expansion strategy • Scale up marketing function and sales force 17 NHS Trusts across the UK region, with new GM 35 hospitals appointed in Q2 and several planned sales staff appointments 145,000 • Dual strategy – leapfrog integrated EMR
Slide 15: Australia – ready for expansion
Australia – ready for expansion Current state of play Total market potential for all products and • EMR penetration in public sector is high: 60-70% services over 5 years of hospitals (beds) covered by part or all EMR • Hospital spending rising by 4.2% per annum • Market for clinical decision suppor
Slide 16: Australia growth strategy
Australia growth strategy Current market presence Key reference sites Expansion strategy • Add value to existing EMR investment 23 customers through mobile EMR and clinical decision 94 hospitals support • Offer alternative to EMR by interoperability 63,000 and enhance ‘best of breed’ • Use results f
Slide 17: NZ market leader in patient observations, solid base for growth
NZ market leader in patient observations, solid base for growth Current state of play Total market potential for all products and • Best of breed more commonly used over services over 5 years integrated EMR • Patientrack clear market leader for patient observations in South Island District Health $7
Slide 18: New Zealand growth strategy
New Zealand growth strategy Current market presence Key reference sites Expansion strategy • Offer an alternative to an integrated EMR 12 District Health Boards • Provide the base for an interoperability 28 hospitals platform to support their best of breed approach 10,000 • Scale up marketing and sa
Slide 19: Investing to accelerate growth
Investing to accelerate growth
Slide 20: $16.2m raised to accelerate growth and strategic expansion
$16.2m raised to accelerate growth and strategic expansion • Successful institutional placement in November 2019, bringing several new cornerstone investors onboard • Funds to be invested in sales and marketing and on scaling the business to capitalise on a rapidly improving global market for digita
Slide 21: Investment in growth and expansion underway in Q2
Investment in growth and expansion underway in Q2 Alcidion made a solid start to FY2020 with strong sales and several investments made to scale up the business. MARKETING & SALES PRODUCT DEVELOPMENT STRATEGIC EXPANSION • Appointment of UK General • Developments to keep • Initial exploratory work for
Slide 22: Financial Performance
@, ALCIDION Financial Performance
Slide 23: Q2 FY2020 highlights
Q2 FY2020 highlights $15.4M revenue already contracted to be recognised in FY2020 • $15.4M revenue currently able to be recognised in FY2020 (vs $16.9M total FY2020 Revenue Contracted as at H1 ($M) revenue for FY2019); Total sold revenue of $37.2M out to FY2025 • Recurring revenue in Q2 FY2020 incre
Slide 24: Q3 Business update
Q3 Business update CONTRACT WINS CONTINUED UK INVESTMENT PLANNED INVESTMENT IN • Two contracts signed in PLANNED IN H2 GROUP INFRASTRUCTURE January 2020 with Calvary • Miya MEMRe to launch in the • Staff appointments planned in Health Care and eHealth NSW, UK, will be showcased with H2 to support on
Slide 25: Well-placed to be a leader in digital transformation of healthcare
Well-placed to be a leader in digital transformation of healthcare • Healthcare providers globally are turning to smart technology to improve patient outcomes and productivity • Proven product suite with recent enhancement: ‘Miya MEMRe’ • Market opportunity across three existing markets exceeds $1 b
Slide 26: Disclaimer
Disclaimer This presentation has been prepared by Alcidion Group Limited (‘Alcidion’). The information in this presentation is of a general nature and does not purport to be complete, nor does it contain all the information which would be required in a prospectus prepared in accordance with the requ
Slide 27: Contacts
Contacts Kyahn Williamson Group Head: Corporate and Investor Communication WE Communications Kwilliamson@we-worldwide.com +61 401 018 828 Justin Lewis Managing Director Henslow jlewis@henslow.com +61 439 162 369 25