Curvebeam Ai Ltd. · ASX:CVB
Curvebeam Ai — Investor Presentation (July 2024)
29 slides from Curvebeam Ai's investor presentation, Jul 15, 2024
Slide 1: ASX Announcement: Updated Investor Presentation
ASX ANNOUNCEMENT ASX: CVB 15 July 2024 Updated Investor Presentation Melbourne, Australia & Hatfield, Pennsylvania: CurveBeam AI Limited (ASX: CVB) releases the attached presentation to be delivered to investors and analysts today. Release approved by the Board of Directors. For personal use only Ab
Slide 2: Investor Presentation July 2024
For personal use only INVESTOR PRESENTATION July 2024
Slide 3: Disclaimer
DISCLAIMER For personal use only Introduction Recipient agrees that if it proceeds further with its investigations, consideration or evaluation of investing in THIS DOCUMENT IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, CurveBeam it will not in any way rely upon this document
Slide 4: Highlights
DRAFT CURVEBEAM AI IS A MEDICAL DEVICE INVESTMENT COMPANY FOCUSED ON COMMERCIALISING WEIGHT BEARING CT SCANNERS & AI SAAS HIGHLIGHTS SOLUTIONS For personal use only • First to market, bilateral weight bearing CT scans First to market • Enhanced HiRiseTM CT provides in-office high-resolution 3D scans
Slide 5: Executive Summary
E X E C U T I V E S U M M A RY CurveBeam AI is a medical device company focused on commercialising weight bearing CT scanners • Weight Bearing CT (WBCT) provides 3D scans of joints under weight, enabling visualisation and assessment of condition under weight For personal use only Products & solution
Slide 6: Company Overview
For personal use only 01 C O M PA N Y O V E RV I E W 5 INVESTOR PRESENTATION
Slide 7: CurveBeam AI CT Devices & AI Output
C U RV E B E A M A I C T D E V I C E S & A I O U T P U T CurveBeam AI has a range of CT imaging devices with visualisation applications in orthopaedics and bone health For personal use only STRAXCORP – KEY POINTS ORTHOPAEDIC VISUALISATION & PLANNING BONE HEALTH CLINICAL AIDS What do we do? Addressin
Slide 8: CurveBeam Technology Platform Overview
C U RV E B E A M T E C H N O L O G Y P L AT F O R M O V E RV I E W CurveBeam AI has regulatory clearances for WBCT devices in-market, including the new Enhanced HiRiseTM – CVB targeting first automated BMD report for surgical planning for mid 2025 REGULATORY/ US MARKET GROSS REVENUE For personal use
Slide 9: Weight Bearing CT
For personal use only 02 WEIGHT BEARING CT 8 INVESTOR PRESENTATION
Slide 10: Weight Bearing CT Overview
DRAFT WEIGHT BEARING CT OVERVIEW ✓ Quicker and easier to scan than traditional CT and MRI, ✓ Radiation dose lower than traditional CT – up to 66% less than with faster image acquisition time traditional CT For personal use only ✓ High resolution and 3D visualisation enables ✓ Smaller and lower-cost
Slide 11: HiRise in Action (Video)
DRAFT HIRISE IN ACTION (VIDEO) For personal use only 10 I N V E S T O R P R E S E N T A T I O N
Slide 12: AI Modules Will Target Subscription Based SaaS
DRAFT A I M O D U L E S W I L L TA R G E T S U B S C R I P T I O N B A S E D S A A S For personal use only CubeVue AutoMetrics aims to reduce hours of surgeon time for pre-surgical planning to a scan available in 15 minutes APPLICATIONS THE PROBLEM THE SOLUTION • Suspected hip, knee and • Orthopaedi
Slide 13: Strong Investment Proposition for Surgeons
STRONG INVESTMENT PROPOSITION FOR SURGEONS For personal use only Targeting existing reimbursement codes - creates an attractive financial model • The average Medicare reimbursement rate for scans of the lower extremity CPT code relevant to the HiRise , pedCAT and LineUP was US$138.77 per scan in 202
Slide 14: Regulatory & Reimbursement Overview
R E G U L ATO RY & R E I M B U R S E M E N T O V E RV I E W Over 10 years of regulatory and clinical development and clearances underpin CurveBeam AI’s industry leading position For personal use only • FDA cleared, CE Marked and ARTG listed for HiRise - allows sales of HiRise in key markets – e.g. U
Slide 15: Stryker & Partnerships
For personal use only 03 S T RY K E R F & A PA R T N E R S H I P 14 I N V E S T O R P R E S E N T A T I O N
Slide 16: Stryker Foot & Ankle Co-Marketing & Distribution
STRYKER FOOT & ANKLE CO-MARKETING & DISTRIBUTION US PARTNERSHIP US F&A division has access to 500 reps and 40 regional Sales Managers For personal use only STRYKER CORPORATION (NYSE:SYK) BACKGROUND • Leading Orthopaedics & Spine multinational (NYSE) (MC circa US$130B) • CurveBeam AI agreement is wit
Slide 17: Commercialisation Strategies
For personal use only 04 C O M M E R C I A L I S AT I O N S T R AT E G Y 16 I N V E S T O R P R E S E N T A T I O N
Slide 18: Large Market Opportunity & Adoption by Leading Customers
LARGE MARKET OPPORTUNITY & ADOPTION BY L E A D I N G C U S TO M E R S Potential US Addressable Market ~17,000+ potential Customers3 Examples For personal use only installations (WBCT scanners only)1 (A$bn)2 • Mayo Clinics (all 3 major locations) Hospital Based • NYU Langone Health A$3.4bn • Medium t
Slide 19: BMD and OssView Overview
An over 60 yr old fracture patient suspected of fragility fracture goes to FLS – non-osteoporosis – Impact or F AWS B M D A N D O S S V I E W O V E RV I E W AI SaaS solutions for CT scans – an automated BMD result for surgical planning Step 1 Step 2 Step 3 Over 60 yr old fragility fracture patient w
Slide 20: Two Business Models
TWO BUSINESS MODELS Existing reimbursement codes/coverage targeted to drive both business models For personal use only 1. Present HiRise CT Business Model • Stryker sells HiRise for US$410,000 (circa A$645,000) Daily patient volume through a USA group surgeon office • CurveBeam AI transfers HiRise t
Slide 21: Land & Expand Commercialisation Strategy
L A N D & E X PA N D C O M M E R C I A L I S AT I O N S T R AT E G Y Over 170 first & second-generation installations worldwide, CurveBeam AI is well placed to upgrade its global install base For personal use only NORTH AMERICA EUROPE • ~17,000+ potential installations Operations HQ (Penn.) 8 Distri
Slide 22: FY Quarterly Purchase Orders
F Y 2 4 Q U A R T E R LY P U R C H A S E O R D E R S CurveBeam AI LineUp and PedCat WBCT devices are no longer available - stock is now sold For personal use only Global WBCT purchase orders 10 7 6 4 4 3 3 3 3 3 0 0 FY24 Q1 FY24 Q2 FY24 Q3 FY 24 Q4 Total orders HiRIse LineUp/PedCat 21
Slide 23: Next Generation WBCT Platform: SkyRise
For personal use only Next Generation WBCT Platform: SKYRISE TM • SkyRise targets scans for dynamic structural detail about spinal alignment, joint orientation and supporting muscles. With future bone density & microstructure measures for better planning • AI will target vertebrae with anatomical la
Slide 24: Experienced Board and Management
For personal use only 05 EXPERIENCED BOARD AND MANAGEMENT 23 I N V E S T O R P R E S E N T A T I O N
Slide 25: Experienced Board
EXPERIENCED BOARD For personal use only ROBERT LILLEY GREGORY BROWN ARUN SINGH HASHAN DE SILVA KATE ROBB Non-Executive Chairman, Chief Executive Officer, Executive Director, COO, CTO- Non-Executive Director, Non-Executive Director BA (Yale) B.app.Sc, MBA CT, US president BSc (Medicine), MCom, CFA BB
Slide 26: Senior Management
SENIOR MANAGEMENT For personal use only URA P AUCKLAND YU PENG S. TURNER DEAN VINTI SINGH CFO, Company Secretary CTO-AI, BSc & PhD Chief Sales Officer Vice President of Marketing, • B.Bus, G.Dip Company • Over 15 years’ experience in • 45 years of experience in BA (Journalism), MBA Secretarial Pract
Slide 27: Near Term Catalysts
For personal use only 06 N E A R T E R M C ATA LY S T S 26 I N V E S T O R P R E S E N T A T I O N
Slide 28: Milestones Over the Next Months
M I L E S TO N E S O V E R T H E N E X T 2 4 M O N T H S For personal use only 510(k) FDA clearance for the Pre meeting on CVB BMD with Launch Autometrics FDA Clearance for BMD SaaS Enhanced HiRise, submitted FDA, and then conducting the SaaS model module Jun-24 under special 510(k) agreed clinical
Slide 29: Thank You
For personal use only THANK YOU