Thorney Technologies Limited · ASX:TEK
Thorney Technologies — Visioneering Technologies — Thorney Investment Forum 2019
15 slides from Thorney Technologies's conference presentation, Nov 20, 2019
Slide 1: Thorney Investment Forum – Company Presentations
Thorney Technologies Ltd ABN 66 096 782 188 ASX Announcement: 20 November 2019 ASX Code: TEK For personal use only THORNEY INVESTMENT FORUM – COMPANY PRESENTATIONS Please find attached a company presentation from Visioneering Technologies, Inc. [ASX:VTI] being presented at today’s Thorney Investment
Slide 2: Investor Presentation – Visioneering Technologies Inc.
INVESTOR PRESENTATION CEO, Dr Stephen Snowdy, PhD/MBA For personal use only November 2019 Visioneering Technologies Inc. ASX: VTI
Slide 3: Legal information
Legal information For personal use only The material contained in this document is a presentation of general information about the activities of Visioneering Technologies, Inc. (“VTI”, or “Visioneering”) current as at the date of this presentation. The information is provided in a summary form, does
Slide 4: Market overview
Market overview For personal use only VTI sells patented revolutionary daily disposable contact lenses that address two underserved populations: Paediatric myopia: Nearsightedness in children • Affects one-third of children in US and 80-90% of children in many Asian nations • Sufferers are at high l
Slide 5: Strong growth in users and revenue
Strong growth in users and revenue use only $1,600 • 1H19 Net Revenue double compared to 1H18 Active Accounts $1,400 2,000 Net Revenue • 3Q19 Cash receipts up 30% qoq and 47% over pcp Revenue US$1,000s $1,200 ForNetpersonal 1,500 • 3Q19 Net Revenue up 25% qoq and Active Accounts $1,000 39% over pcp
Slide 6: The presbyopia addressable market in the US
The presbyopia addressable market in the US For personal use only • Most people first notice symptoms between 40-45 years old and the condition worsens with age • In the US alone, the addressable market is estimated at US$3.4 billion per annum: US Presbyopia Addressable Market 152 million 99 million
Slide 7: Benefits of NaturalVue Contact Lenses in over-45 adults
Benefits of NaturalVue Contact Lenses in over-45 adults For personal use only Superior clinical performance • Currently marketed MF contact lenses require multiple • The NaturalVue MF contact lens solves the near vision visits (up to 6) to achieve a successful fit a majority of the problem time1 • S
Slide 8: World-wide markets for pediatric myopia control
World-wide markets for pediatric myopia control For personal use only Geography Addressable Market Entry Date Clearance (US$) United States $2-4B 1Q 2016 Myopia Australia/NZ $0.3B 4Q 2018 MPC Nordics $0.3B 4Q 2018 MPC United Kingdom $0.6B 1Q 2019 MPC Canada $0.4B 3Q 2019 Est MPC Hong Kong $0.1B 4Q 2
Slide 9: Paediatric myopia and myopia progression
Paediatric myopia and myopia progression For personal use only Estimated prevalence of myopia in young adults1 • Paediatric myopia is nearsightedness that develops in 100% early childhood, causing blurred distance vision. It is caused by eye growing too long from front to back. 75% • A child’s myopi
Slide 10: Data for NaturalVue MF in myopia progression
Data for NaturalVue MF in myopia progression For personal use only At an international meeting of optometrists in Annualized myopia progression in January, the 2019 Global Specialty Lens children wearing NaturalVue MF Symposium, practitioners presented data on Refractive Error Change children wearin
Slide 11: VTI at forefront of amplified industry interest in myopia
VTI at forefront of amplified industry interest in myopia For personal use only Alcon Global Myopia Awareness Coalition (GMAC) • Recently IPO’d/spun out of Novartis and called out myopia • This is a coalition of the largest eye care companies to control as an area of market expansion opportunity for
Slide 12: Strategic partnership: Signed with Menicon Ltd
Strategic partnership: Signed with Menicon Ltd For personal use only • Menicon Co., Ltd. is Japan's first and largest contact lens manufacturer founded by Mr Kyoichi Tanaka in 1951, and is now represented in over 80 countries with US$700M annualized revenue • Menicon launched new myopia control bran
Slide 13: International growth initiatives
International growth initiatives For personal use only Regulatory clearances • VTI has gained regulatory clearances in Europe, Hong Kong, New Zealand and Australia • We have just received notification of clearance in Singapore • Canada clearance expected early 2020 Distribution partnerships • Natura
Slide 14: Australian media exposure: 2019 broadcast highlights
Australian media exposure: 2019 broadcast highlights For personal use only Today Show Australia | January 2019 Interview with Optometrist, Dr Jim Kokkinakis, discussing screen time being a major contributor to shortsightedness, which causes conditions such as myopia to significantly develop. 10 News
Slide 15: Investor enquiries
Visioneering Technologies, Inc (ASX:VTI) For personal use only Investor enquiries investors@vtivision.com www.vtivisioninvestors.com Media enquiries Julia Maguire The Capital Network P: +61 419 815 386 julia@thecapitalnetwork.com.au Visioneering Technologies Inc. (ASX:VTI) | Investor Presentation -
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