Polynovo Limited · ASX:PNV
Polynovo — Investor Presentation (April 2019)
35 slides from Polynovo's investor presentation, Apr 8, 2019
Slide 1: PolyNovo: A corporate overview
For personal use only PolyNovo A corporate overview New York 8 April 2019 ASX : PNV
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by PolyNovo Limited and is provided for general information purposes only. No party other than PolyNovo has authorised or caused the issue of this document, or takes responsibility for, or makes any statements, representations or u
Slide 3: Why PolyNovo and NovoSorb?
Why PolyNovo and NovoSorb? For personal use only • The Commonwealth Science and Industry Research Organisation (CSIRO) identified the need for a safe, non-toxic and biocompatible polymer to be used as a basis for implantable medical devices • NovoSorb is a polymer (carbamate) that is aromatic cyanat
Slide 4: Why NovoSorb BTM became a dermal scaffold
Why NovoSorb BTM became a dermal scaffold For personal use only The Bali bombings occurred on 12th October 2002 in the tourist district of Kuta on the Indonesian island of Bali. The attack killed 202 people with a further 209 people injured. Many victims suffering horrific burns injuries were airlif
Slide 5: NovoSorb polymer: A unique platform technology
NovoSorb® polymer A unique platform technology For personal use only NovoSorb® • Developed by the CSIRO (Australian Government research) and spun out as PolyNovo. Listed on the ASX 2004. • Unique polymer technology, Carbamate, that is programmable for reabsorbsion rate and product attributes. • Exce
Slide 6: Addressable Markets - Near term
Addressable Markets- Near term For personal use only NovoSorb BTM is currently on sale Drug Elution/ Chronic disease management • Unique biodegradable purely synthetic TBD • Market expansion for the use of dermal scaffolds Breast Augmentation/rec Pipeline development – a platform technology onstruct
Slide 7: Growth and opportunity
Growth and opportunity For personal use only Continued sales & marketing expansion • Well capitalised to accelerate market penetration in the US, building revenues will be reinvested • Aust/NZ/UK/Ireland expanding sales in response to market penetration • Investment in additional resources in sales,
Slide 8: Factory Expansion
Factory Expansion For personal use only • BTM production will remain untouched for the next 12 months • New Factory next door will be purpose built for Hernia, Breast and Shared component manufacturing • Doubles the office space and adds 500sqM of new factory capacity • Design phase in progress • Bu
Slide 9: Our current BTM product is in the regenerative dermal substitute market
Our current BTM product is in the regenerative dermal substitute market For personal use only Full thickness wounds Superficial / chronic wounds 1 A graft of tissue from one location to another of the Full thickness skin grafts are often Nil Autograft same individual's body. employed for full thickn
Slide 10: NovoSorb polymer: A unique platform technology
NovoSorb® polymer A unique platform technology For personal use only Purely synthetic materials – No organic remnants, sensitising proteins, no risk of rejection, no cross species risk, unique market proposition. Key attributes – Excellent biocompatibility and harmless degradants. – Unparalleled ran
Slide 11: How NovoSorb BTM Works
How NovoSorb BTM Works For personal use only NovoSorb BTM applied to a surgically debrided wound bed 1 The wound is ‘physiologically closed’, limiting contraction and risk of infection. NovoSorb BTM fully integrated 2 Full thickness dermis is regenerated within the scaffold/foam. Once fully integrat
Slide 12: How does NovoSorb BTM Dermal Scaffold work
How does NovoSorb BTM Dermal Scaffold work For personal use only The BTM foam breaks up a large wound (marcrowound) into a series of small, interconnected microwounds. The body easily heals microwounds, promoting organized regenerative healing. Normal Healing: The body’s natural Healing with BTM: Th
Slide 13: Foam structure
Foam structure For personal use only • Yellow segments demonstrate what you see in the histopathology- edges of foam structure • Red Circle highlights communicating pores • Yellow circle highlights the cellular chambers of the foam • Blue circle demonstrates the artifact of cutting the foam chambers
Slide 14: BTM integration and structure
BTM integration and structure For personal use only pore strut chamber Chambers in 3 dimensions Uniform tissue above, below and through matrix BTM cell wall structure highlighted within the blue box Page 14 6/04/2019
Slide 15: Clinical App to assist surgeons and their teams
Clinical App to assist surgeons and their teams For personal use only Page 15 6/04/2019
Slide 16: How the APP streamlines Surgical Team work flow
How the APP streamlines Surgical Team work flow For personal use only Page 16 6/04/2019
Slide 17: Free Flap Application
Free Flap Application For personal use only Day 36 - Prior to Day 75 Post NovoSorb delamination BTM, Day 39 Post skin graft 17
Slide 18: NovoSorb BTM current market entries
NovoSorb BTM current market entries For personal use only Europe Middle East ⚫ CE mark expected Q2 2019 ⚫ Israel Sep. 2018 ⚫ UK direct entry ⚫ Saudi Arabia Sep 2018 ⚫ Germany distributor entry mid 2019 India and SE Asia ⚫ Myovatec partner in India ⚫ Launch in selected SE Asian countries from 2019 ⚫
Slide 19: PolyNovo performance highlights
PolyNovo performance highlights For personal use only Sales growth NovoSorb BTM sales FY18 $1.74M NovoSorb BTM sales Half year FY19 - $3.75M 20
Slide 20: Top holders, 30% equity
PolyNovo ASX : PNV For personal use only Top 20 hold 30% Equity Rank Holding as at 28 Feburay 2019 Shares %Equity 1 FIL Investment Management ( Institutional) 22,610,941 3.42% 2 David Kenley - Private 20,412,758 3.09% 3 EFM Asset Management Ltd. ( Institutional) 19,800,000 3.00% 4 Merchant Funds Man
Slide 21: The Board
The Board PNV For personal use only Mr Williams was appointed as a Non-executive Director on 28 February 2014 and Chairman on 13 March 2014. Mr Williams is an experienced Director and investment banker with a proven track record in business development and strategy, as well as in mergers and acquisi
Slide 22: The Board (2)
The Board (2) For personal use only Mr Rathie is an experienced Company Director with a finance and legal background. He practised as a partner in a large legal firm and acted as Senior In-house Counsel to Bell Resources Limited from 1980 to 1985. He studied for his MBA in Geneva and embarked on his
Slide 23: Management
Management For personal use only Mr Brennan was appointed Chief Executive Officer (CEO) of PolyNovo Ltd on 13 February 2015. Mr Brennan has extensive knowledge, exposure and understanding of the health system through his clinical background and commercial exposure with various multinational companie
Slide 24: The Australian Team
For personal use only The Australian Team
Slide 25: The US Team
For personal use only The US Team
Slide 26: BTM Clinical Images
For personal use only BTM Clinical Images Graphic images following
Slide 27: Blanching & Delamination
Blanching & Delamination For personal use only 28
Slide 28: Allows for Staged Grafting
Allows for Staged Grafting For personal use only Note the maturity of this graft 7 days post- application. The mesh spaces are closed. A truly outstanding result. Pt 5 Day 31 post-NovoSorb BTM Pt 5 Day 38 post- NovoSorb BTM Page 29
Slide 29: Necrotising Fasciitis Applications
Necrotising Fasciitis Applications For personal use only Debrided Wound 4 days after skin graft Day 77: full range of movement! 32
Slide 30: Necrotising Fasciitis Application
Necrotising Fasciitis Application For personal use only NovoSorb BTM applied Ready to graft Day 62 post-graft 2 weeks post-graft Fully debrided flank - ribs exposed 33
Slide 31: Necrotising Fasciitis – Anterior Cervical and Upper Thoracic
Necrotising Fasciitis – Anterior Cervical and Upper Thoracic For personal use only 34 Three months post grafting
Slide 32: NovoSorb BTM over tendon
NovoSorb BTM over tendon For personal use only Degloving injury with tendons missing the paratenon. NovoSorb BTM was left on for 9 weeks before grafting. Day 316 35
Slide 33: NovoSorb BTM Moh on Nose
NovoSorb BTM Moh on Nose For personal use only 36
Slide 34: Outcomes
Outcomes For personal use only Pt 1 Day 536 Pt 2 Day 368 Pt 3 Day 312 Pt 4 Day 171 Pt 5 Day 194 37
Slide 35: Outcomes - supple skin, elasticity
Outcomes- supple skin, elasticity For personal use only Day 194 Video Day 369 38