Adherium Ltd. · ASX:ADR
Adherium — Non-Deal Roadshow (October 2016)
20 slides from Adherium's roadshow presentation, Oct 26, 2016
Slide 1: Company Update
Announcement COMPANY UPDATE Adherium Limited (Adherium or the Company) (ASX:ADR), a global leader in digital health technologies, is pleased to release a company update presentation which is attached to this announcement. The presentation will be used for a series of non-deal roadshows over the comi
Slide 2: About Adherium
Announcement ABOUT ADHERIUM Adherium (ASX:ADR) is an Australian Securities Exchange listed company which develops, manufactures and supplies digital health technologies which address sub-optimal medication use and improve health outcomes in chronic disease. Adherium operates globally from bases in t
Slide 3: Adherium Company Update October 2016
Adherium® Company Update October 2016
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS Adherium provides valuable exposure to the rapidly growing digital health sector Commercialisation stage digital health company with a clear path to profitability Valuable intellectual property portfolio, with a 15 year investment in one of the world’s largest databases of
Slide 5: Overview: About Adherium
OVERVIEW Adherium is a global provider of digital health solutions focused on growing revenues and market share About Adherium Leading technology for Clinically proven Positioned for growth disease management performance Adherium’s Smartinhaler™ Smartinhaler™ has been supplied Adherium is leveraging
Slide 6: Strategic Vision
STRATEGIC VISION Long term strategy is to become a global leader in digital health solutions Market share growth Grow market share through managed care organisations, payors and new commercial supply agreements Innovation Mission Invest in developing leading next-generation technology and software f
Slide 7: Historical Performance
HISTORICAL PERFORMANCE Adherium’s share price is trading around all-time lows, despite the significant progress since IPO Pre-IPO milestones 2001: Garth Sutherland founds 2008: First Original Equipment 2012: Projects undertaken with 25 August 2015: Adherium in response to his Manufacturing Contract
Slide 8: Corporate
CORPORATE Adherium’s focus on revenue and market share growth in FY17 is enabled by a strong cash balance FY 2016 financial highlights Financial information Total revenue Gross margin Share price (25-Oct-16) A$0.35 Number of shares3 169.0m $2.6m 49.1% Market capitalisation A$59.2m 2015: $2.9m down 1
Slide 9: Board of Directors
BOARD OF DIRECTORS Entrepreneurial founder supported by an experienced Board and management team Independent Non-Executive Chairman Founder of Adherium Thomas Lynch Mr Lynch has extensive capital markets experience and the internationalisation in the healthcare sector. Garth Sutherland He was the ch
Slide 10: The Adherium Team
THE ADHERIUM TEAM Highly credentialed and well-aligned management team with ~8.0% shareholding Garth Sutherland Rob Turnbull Ross Bradding Julia Chambers Nigel Devine Founder & Group Chief Chief Financial Officer Chief Operating Officer Head of Corporate Vice President Executive Officer Development
Slide 11: Adherium's Smartinhaler Platform
ADHERIUM’S SMARTINHALER™ PLATFORM Proprietary technology and databases support a differentiated product range with proven results Adherium’s Smartinhaler™ platform Smartinhaler™ digital health solution Proprietary electronic measurement device for respiratory market Substantial technology advantag
Slide 12: Proprietary Technology
PROPRIETARY TECHNOLOGY Market proven proprietary technology positioning Adherium for scalable growth Robust clinical outcomes data Intellectual property Adherium’s Smartinhaler™ platform is the only product available for the Adherium has a valuable IP portfolio, comprising international digitisation
Slide 13: Market Opportunity
MARKET OPPORTUNITY Adherium is at the forefront of a large unmet market opportunity across multiple verticals Future market opportunities Chronic respiratory disease First target market Adherium is also able to leverage its leadership in respiratory disease, and Adherium first target market is the
Slide 14: Strategy Drivers
STRATEGY DRIVERS The agreement with AstraZeneca highlighted Adherium’s focus on growing market share Partnerships and acquisitions following Adherium-AstraZeneca partnership In July 2015, AstraZeneca (NYSE:AZN) partnered with Adherium AstraZeneca’s partnership with Adherium has changed the marke
Slide 15: AstraZeneca Partnership
ASTRAZENECA PARTNERSHIP Validating technology through initial commercial partnership with AstraZeneca Partnership with AstraZeneca AstraZeneca product development and supply agreement In July 2015, Adherium entered into a long term partnership AstraZeneca currently purchases Adherium’s products th
Slide 16: Commercialisation Strategy
COMMERCIALISATION STRATEGY Commercialisation strategy allows Adherium to capitalise on multiple revenue streams to drive growth Pharmaceutical commercial supply agreements Adherium selling the Smartinhaler™ to global pharmaceutical and medical device companies Increased adherence drives more sales
Slide 17: Pharmaceutical Commercial Supply Agreement Model
PHARMACEUTICAL COMMERCIAL SUPPLY AGREEMENT MODEL Focus on additional agreements, expected to have shorter timelines Pathway to commercialisation with a large pharma company is now well understood: Soft Clearance to Expansion Global Development Clinical trial commercial market major markets deploymen
Slide 18: Payor and Provider Distribution Model
PAYOR AND PROVIDER DISTRIBUTION MODEL Focus on scalable manufacturing and distributor relationships to facilitate global deployment Well positioned to capitalise on the immediate and growing demand from payors and providers Health outcomes Clearance to Multinational Payor and provider Development da
Slide 19: Positioning Adherium for Commercialisation
POSITIONING ADHERIUM FOR COMMERCIALISATION Adherium is now well positioned for rapid commercialisation and growth Future milestones Negotiate and sign agreement with leading global distributor partner Payor/provider roll-out Sign full contract with US hospital network and fully integrate SmartIn
Slide 20: Disclaimer and Forward Looking Statements
DISCLAIMER AND FORWARD LOOKING STATEMENTS The following material is of a general nature and has only been prepared as a presentation aid. This presentation does NOT contain all of the information that may be required for evaluating Adherium Limited ACN 605 352 510 (Adherium® ), its assets, prospects