Adheris Health Limited · ASX:AHE
Adheris Health — Investor Presentation (March 2019)
14 slides from Adheris Health's investor presentation, Mar 22, 2019
Slide 1: MedAdvisor Partners with Adheris Health
MedAdvisor Partners with Adheris Health MedAdvisor Expanding Globally 3 Key Markets: Australia, USA and Asia This presentation is designed to be read in conjunction with MedAdvisor’s Half Yearly Results Presentation released on 18 March 2019. 2 0 1 9
Slide 2: Important Notice
making medication Important Notice manageable COMMERCIAL IN CONFIDENCE This Presentation dated 22 March 2019 and has been prepared by MedAdvisor International Pty Ltd ACN 161 366 589 (MedAdvisor or the Company) for information purposes only. This Presentation is not an offer or invitation to acquire
Slide 3: Leveraging strong fundamentals
making Leveraging strong fundamentals medication manageable MedAdvisor has validated the global opportunity with a high margin, recurring revenue SaaS business with +1.1m connected users and +55% of the Australian pharmacy market as customers. MedAdvisor is now leveraging its Australian experience t
Slide 4: International Strategy: 3 ingredients for revenue at scale in any country
making International Strategy: 3 ingredients medication manageable for revenue at scale in any country Recent Investment in Platform has enabled Global Health Services Hub ✓ Improved technology stack for global markets ✓ Lifted internal standards and controls to meet ISO27001 compliance MedAdvisor ✓
Slide 5: International Strategy: Leverage partnerships to connect the 3 core revenue ingredients
making International Strategy: Leverage medication manageable partnerships to connect the 3 core revenue ingredients MOU signed Dec ’18 for a Agreement with 50/50 JV to deliver access Adheris delivers the to up to 156m patients potential to service from 90,000 Pharmacies 197m people via 26,000+ exis
Slide 6: Partnership with Adheris opens US Market through access to 197m & 26,000 pharmacies
making medication manageable Partnership with Adheris opens US Market through access to 197m & 26,000 pharmacies ▪ Through its initial agreement with Adheris, a Syneos Health Company, MDR will work with Adheris to enable the 3 ingredients for MDR expansion; 1. Power digital adherence programs throug
Slide 7: Adheris Health agreement delivers 3 key ingredients for successful market entry for MDR
making Adheris Health agreement delivers medication manageable 3 key ingredients for successful market entry for MDR MDR to generate 1 3 Revenue from Pharma Co’s Program Funders to 1. Program Set Up pay for programs Fees 2. Per Patient per message fees Data Flow to power programs Pharmacies / Drug S
Slide 8: MedAdvisor Welam Team skilled in building this business in the US
making MedAdvisor Welam Team medication manageable skilled in building this business in the US US Key Personnel Mr Keith Kiarsis Mr James Rotsart Mr Lucas Merrow President MedAdvisor-Welam Executive Advisor Executive Advisor • Previously Chief Strategy Officer • Over 20 years senior • Co-Founded Eli
Slide 9: Joint Venture with Zuellig Pharma opens SE Asia market, servicing up to 156m patients
making medication manageable Joint Venture with Zuellig Pharma opens SE Asia market, servicing up to 156m patients ▪ MOU signed Dec ’18 for a 50/50 Joint Venture for 8 markets in SE Asia ▪ Zuellig Pharma is a US$12B p.a. business operating through 13 markets in Asia (excluding China, Japan & India)
Slide 10: Significant potential in the Australian market through building a connected medication network
making medication manageable Significant potential in the Australian market through building a connected medication network Proven business model domestically, with significant opportunity to scale further from existing pharmacy and growing hospital network. Pharmacies using MedAdvisor 3,200+ with o
Slide 11: Australian Revenue Model: SaaS Revenue & User Based (Transactional) Revenue
making medication manageable Australian Revenue Model: SaaS Revenue & User Based (Transactional) Revenue Subscription revenue from ✓ 3,200+ Pharmacies ✓ Monthly subscription fees pharmacy (SaaS) – 65% ✓ Value adding fees User Based revenue – 35% ✓ SMS Revenue Transactional revenue ✓ GP & other trans
Slide 12: Investment Proposition
making Investment Proposition medication manageable MedAdvisor has validated the global opportunity with a high margin, recurring revenue SaaS business with +1.1m connected users and +55% of the Australian pharmacy market as customers. ▪ Australia is <2% of world medicines market and MDR is the most
Slide 13: Investment Proposition (Continued)
making Investment Proposition medication manageable (Continued) ▪ >1.1m connected patients (~10% of potential market) Strong Australian ▪ >55% pharmacy market share 4 Market Position ▪ >$260m of prescriptions ordered through platform from GPs & Patients ▪ Emerging GP proposition High Barriers ▪ Frag
Slide 14: Corporate Overview
making Corporate Overview medication manageable MedAdvisor Ltd (ASX:MDR) Top Shareholders Top Shareholders EBOS (ASX: EBO) 13.6% Shares on Issue (as at 8 Feb 2019) 1,361m Options ($0.03, $0.04 & $0.08 strike prices) 20m Wavey Industries Pty Ltd 12.9% Employee Options (including Read Performance Righ