Adherium Ltd. · ASX:ADR
Adherium — EBD Biotech Showcase 2016
40 slides from Adherium's conference presentation, Jan 11, 2016
Slide 1: ASX Announcement: EBD Biotech Showcase Presentation & Corporate Overview
JANUARY 11, 2016 Pages (inc this Page) 40 ASX Market Announcements ASX: ADR ASX Limited ABN For personal use only Level 4 North Tower, Rialto 24 605 352 510 525 Collins Street Company Overview Melbourne VIC 3000 Adherium is a global leader in digital health technologies which address sub optimal med
Slide 2: Adherium Investor Presentation
For personal use only Adherium® Investor Presentation Garth Sutherland, Group CEO January 11, 2016 1
Slide 3: Forward Looking Statement
Forward Looking Statement For personal use only 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, pro
Slide 4: About Adherium
For personal use only About Adherium® Transforming Chronic Disease Management Adherium® designs, develops and manufactures digital health solutions which address sub-optimal medication use in chronic disease Our Vision Our vision is to be the largest global provider of medication use data, empowerin
Slide 5: Leading Digital Health Solutions
For personal use only Leading Digital Health Solutions Adherium’s 1st solution Smartinhaler™, is a digital health solution for inhaled medicines used in the treatment of chronic respiratory diseases Proven in Clinical Trials Smartinhaler™ technology has been supplied to the global clinical trials ma
Slide 6: About Adherium: Three Business Verticals
For personal use only About Adherium® Three Business Verticals 5
Slide 7: Threefold Approach
Threefold Approach For personal use only Three Business Verticals Addressing Major Unmet Market Needs Respiratory • Market dominance with Smartinhaler™ Respiratory • US$34B Annual Preventable US Healthcare Costs US$34B Other Chronic Diseases • New chronic diseases and drug delivery modalities Other
Slide 8: Adherium Threefold Approach
Adherium® Threefold Approach For personal use only Three Business Verticals Addressing Major Unmet Market Needs R E S P I R A T O R Y D A T A O T H E R C H R O N I C D I S E A S E S Description Market Dominance in Chronic Respiratory Disease Management Monetise exponentially growing database (driven
Slide 9: About Smartinhaler
For personal use only About Smartinhaler™ The World’s Broadest Range of Medication Sensors, Software and Data for Chronic Respiratory Disease Management 8
Slide 10: The Market
For personal use only The Market Every Year in the US Asthma and COPD Cause More Than... Asthma causes … COPD causes … 14m 1.5m Doctors visits ED Visits 439,000 699,000 Hospital Stays Hospital Stays US $56B US $50B Cost of Asthma to US Society In the US, Total Cost COPD 9
Slide 11: The Clinical Need
For personal use only The Clincal Need Medication Adherence is a key issue in the treatment of chronic respiratory disease Compelling Clinical Need <50% Children adhere to prescribed treatment plans1 Asthma deaths linked to sub-optimal Inhaled corticosteroid therapies are 34% adherence2 effecting in
Slide 12: The Solution: Adherium Smartinhaler
For personal use only The Solution: Adherium® Smartinhaler™ The broadest range of medication sensors for inhaled medications globally Disease Management Advanced Sensor Technologies Pharmaceutical Brand Solutions Extension Smartinhaler™ provides a sophisticated Advanced sensor technologies that Prov
Slide 13: Smartinhaler
For personal use only Smartinhaler™ Gold standard electronic monitoring of respiratory medication use Globally Proven 63 Clinical Projects Performance Smartinhaler™ technology has been used by 89k Devices organizations around the world for over 10 years International regulatory approvals in place in
Slide 14: Foster et al. (2014)
For personal use only Foster et al. (2014) Inhaler reminders improve adherence with controller treatment in primary care patients with asthma Smartinhaler™ Improves 58.7%↑ Mean adherence Clinical Outcomes 3 randomized control trials have demonstrated 60.7%↓ In severe exacerbations improved adherence
Slide 15: Chan et al. (2015)
For personal use only Chan et al. (2015) The effect of inhaler with ring tones on asthma control and school attendance in children Smartinhaler™ Improves 180%↑ Mean adherence Clinical Outcomes 3 randomized control trials have demonstrated improved adherence using the Smartinhaler™ 67%↓ Baseline asth
Slide 16: Morton et al. (2015 Interim Data)
For personal use only Morton et al. (2015 Interim Data) Randomized control trial to investigate whether electronic adherence monitoring with reminder alarms and feedback can improve clinical outcomes in childhood asthma: Smartinhaler™ Improves Clinical Outcomes 144%↑ Adherence in the Smartinhaler™ g
Slide 17: The Research
For personal use only The Research Burgess et al. (2006). In vitro evaluation of an asthma dosing device: the smart-inhaler Patel et al. (2012) Device Reliability Six-month in vitro validation of a metered-dose inhaler electronic monitoring device: implications for asthma clinical trial use Foster e
Slide 18: Market dominance in respiratory disease
For personal use only Vertical 1 Market dominance in respiratory disease 17
Slide 19: Market Dominance in Respiratory Disease via Smartinhaler
Vertical 1 For personal use only Market Dominance in Respiratory Disease via Smartinhaler™ 18
Slide 20: Channels to Market
Vertical 1 For personal use only Channels to Market 01 02 03 Global Pharma Companies Global MedTech Companies Payers & DMO’s AstraZeneca Market evaluation study in progress with Insurance Agencies multinational client Multiple commercial and development Disease Management Organizations projects unde
Slide 21: AstraZeneca Global Supply And Development Agreement
For personal use only AstraZeneca Global Supply And Development Agreement Long term, global agreement Pharma as a Customer 10 years, worldwide, all AZ affiliates Connected Devices the New Playing Field Supply & Development “ Devices, Software, Data, Innovation, Embedded “ In latest biopharma-med tec
Slide 22: Smartinhaler Commercial Strategy
Other Chrnic Diseases US$34B Vertical 1 For personal use only Smartinhaler™ Commercial Strategy 2015 2016 2017 2018 2019 International Commercialization Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Two new major commercial agreements within 18 months, and then a third thereafter S
Slide 23: Market Leaders Through Innovation and Product Development
Vertical 1 For personal use only Market Leaders Through Innovation and Product Development 01 Smaller, Sleeker, Faster, Better 02 Smartinhaler™ inside Miniaturization, Increased sensors, Embedded solution for blockbuster Industrial design, Greater feature Sets treatments 03 Software & Applications 0
Slide 24: Smartinhaler Technology Strategy
Other Chronic Diseases US$34B Vertical 1 For personal use only Smartinhaler™ Technology Strategy 2015 2016 2017 2018 2019 Next Generation Smartinhaler™ Technology Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 World leading industrial design partners After-Market Smartinhalers Embedde
Slide 25: Monetizing the Data Asset
For personal use only Vertical 2 Monetizing the Data Asset Leveraging the Exponential Growth in Data Generated by Adherium ® Devices Globally 24
Slide 26: Exponential Growth of the Data Asset
For personal use only Vertical 2 Exponential Growth of the Data Asset Adherium’s devices are designed to generate, capture and communicate data. Increasing the number of devices deployed exponentially increases the volume of data collected by Adherium® servers. This data represents an ever broadenin
Slide 27: Monetizing the Data Asset
Vertical 2 For personal use only Monetizing the Data Asset 01 Smartinhaler™ data ownership resides with Adherium® 02 Expand Smartinhaler™ databases through international commercialization Tens of thousands of devices deployed Substantial and rapidly growing globally report data back to our servers r
Slide 28: Beyond Respiratory
For personal use only Vertical 3 Beyond Respiratory Transforming Patient Health in Chronic Disease 27
Slide 29: The Internet of Things and Chronic Disease management
For personal use only Vertical 3 The Internet of Things and Chronic Disease management The cost of healthcare is becoming prohibitive but, there is a digital solution 28
Slide 30: The Internet of Things and Chronic Disease Management
Vertical 3 For personal use only The Internet of Things and Chronic Disease Management 8/10 healthcare dollars are spent Total US Healthcare Savings on chronic disease from Digital Technologies estimated at US$300B+ 54% Americans 50-64 & 27% of The Healthcare Internet of Things Americans older than
Slide 31: Application of Adherium Platform to Other Chronic Diseases
Vertical 3 For personal use only Application of Adherium ® Platform to Other Chronic Diseases 01 02 03 Targeting New Disease Areas Leverage Whole-of-Platform Knowledge Accelerate Commercialization through Partnerships Target new disease areas where annual Leverage whole-of-platform knowledge Leverag
Slide 32: Why Adherium?
For personal use only 29 Why Adherium® ?
Slide 33: Intellectual Property
Intellectual Property For personal use only Globally Registered Innovation T E C H N O L O G Y PAT E N T S TAT U S SmartTurbo2 (incl. Turbu+™) PCT International; national filings to follow, NZ (granted) Communications accessory for a compliance monitor US (granted); EP (pending); NZ (granted) Adhere
Slide 34: Why Adherium? Our capabilities
Medical For personal use only Data Device, Management, App Sensor Design Security & Development & Analytics Why Adherium® ? Development Our capabilities IP Development, Cloud Software, filings and Regulatory Portals & UI management Approvals Volume Technical Internationalization Manufacturing Suppor
Slide 35: In Summary
In Summary For personal use only An Unparalleled Opportunity Electronic monitoring and interventions will become the Revenues will be derived from a number of channels: chronic disease management standard Multinational pharmaceutical & medical technology We have tens of thousands of devices
Slide 36: Corporate and Financial Information
For personal use only Corporate and Financial Information 35
Slide 37: Adherium Trading Summary
Adherium® Trading Summary For personal use only August 2015 Listing through to December 31, 2015 TICKER ADR IPO PRICE A$0.50 Price A$0.65 52-Week High A$0.72 A$ Market Cap A$93.055m 52-Week Low A$0.55 US$ Market Cap US$64.157m Cash in Hand A$30.8m / US$21.4m Shares Outstanding 143,161,230 Fiscal Yea
Slide 38: Adherium Leadership
Adherium® Leadership For personal use only Experienced Team and Board 01 Executive team 02 Board of Directors Garth Sutherland Dr Doug Wilson MB, ChB, PhD, FRACP, FRCPA Founder & Group CEO Chairman Rob Turnbull Jeremy Curnock Cook MA Chief Financial Officer Non Executive Director Bronwyn Le Grice Pr
Slide 39: Our Shareholders
Our Shareholders For personal use only Top 20 Shareholders December 31, 2015 R A N K N A M E % 1. ONE FUNDS MANAGEMENT LIMITED 16.64 2. K ONE W ONE LTD 7.68 3. CITICORP NOMINEES PTY LIMITED 7.63 4. MR GARTH SUTHERLAND 7.06 5. ASTRAZENECA AB 5.64 6. NATIONAL NOMINEES LIMITED 5.60 7. ICE ANGELS NOMINE
Slide 40: Thank you
For personal use only Thank you 39