Impedimed Limited · ASX:IPD
Impedimed — Investor Presentation (July 2018)
28 slides from Impedimed's investor presentation, Jul 23, 2018
Slide 1: Investor Presentation
Investor July 2018 Presentation For personal use only Investor Presentation ASX:IPD July 2018 www.impedimed.com
Slide 2: Disclaimer
Investor July 2018 Presentation Disclaimer For personal use only • The material contained in this document is a presentation of general information about the activities of ImpediMed Limited (“ImpediMed”) current as at the date of this presentation. The information is provided in a summary form, does
Slide 3: Forward Looking Statements
Investor July 2018 Presentation Forward Looking Statements For personal use only • Certain statements in this presentation may constitute forward-looking statements or statements about future matters that are based on management’s current expectations and beliefs. The forward-looking statements in t
Slide 4: Investment Highlights
Investor July 2018 Presentation Investment Highlights For personal use only • Cancer Survivorship >US$1.8 Billion p.a. Large and Attractive Markets • Chronic Heart Failure >US$1.0 Billion p.a. • Successfully building high margin subscription business • Highly disruptive non-invasive technology for t
Slide 5: Corporate Overview
Investor July 2018 Presentation Corporate Overview For personal use only Share Register Breakdown • ASX listed (October 2007) • S&P/ASX 300 – added March 2015 77% 21% 2% • Operations in US (San Diego, CA), Australia Institutional Private Founder/Management (Brisbane) and Europe (Greece) (69 total st
Slide 6: Revenue Highlights
Investor July 2018 Presentation Revenue Highlights For personal use only Subscription Business Model Key Stats (AUD $ millions) % A$3,600,000 FY18 Revenue Q3 Q4 Change (Preliminary and unaudited) Change A$3,150,000 Contracted Revenue Pipeline (CRP) $2.0 $3.5 $1.5 75% Total Contract Value (TCV) $0.9
Slide 7: BIS Technology
Investor July 2018 Presentation BIS Technology For personal use only Low Frequency Advantages Current passes around cells • Accurate Fluid • Fast • Sensitive Fat • Non-invasive High Frequency Current passes through cells • Informative Muscle • Actionable • Medically meaningful Bone www.impedimed.com
Slide 8: BIS Provides the Tools for Good Clinical Decision Making
Investor July 2018 Presentation BIS Provides the Tools for Good For personal use only Clinical Decision Making • Historically, it has been difficult to detect and understand the changes happening inside a patient’s body over time • The commonly used measures of weight, blood pressure, and BMI are cr
Slide 9: SOZO - Next Generation BIS Digital Health Platform
Investor July 2018 Presentation SOZO® - Next Generation BIS For personal use only Digital Health Platform L-Dex® for assessing subclinical • Combines the technology of our world renowned unilateral and bilateral lymphoedema scientific and medical devices into a single digital health platform Chronic
Slide 10: Initial Focus on Cancer Survivorship and Chronic Heart Failure
Investor July 2018 Presentation Initial Focus on Cancer Survivorship and For personal use only Chronic Heart Failure Cancer Survivorship Chronic Heart Failure (CHF) • Cancer and its treatments have a huge impact on the • CHF is a progressive disease in which patients body that often affects the qual
Slide 11: Cancer Survivors
Investor July 2018 Presentation For personal use only Cancer Survivors • More than 15 million in the US • 1 in 3 people will develop lymphoedema • Cancer survivors have a 15-fold increased risk of developing heart failure www.impedimed.com 11
Slide 12: L-Dex for the Early Detection of Subclinical Lymphoedema
Investor July 2018 Presentation L-Dex® for the Early Detection of For personal use only Subclinical Lymphoedema Lymphoedema is a leading post-surgical complication for many cancer patients and greatly impacts quality of life. Simple and accurate measurement of fluid in limbs allows early detection a
Slide 13: Drivers for Growth Continue to Expand
Investor July 2018 Presentation Drivers for Growth Continue to Expand For personal use only SOZO®’s predecessor BIS device, the U400, has provided the commercial proof-of-principle, clinical data, and validation of the clinical benefit of monitoring cancer survivors with L-Dex® Clearances in place •
Slide 14: Independent Clinical Evidence Continues to Expand
Investor July 2018 Presentation Independent Clinical Evidence Continues to Expand For personal use only Multiple, independent, investigator-led clinical studies have reported significantly lower rates of clinical grade lymphoedema by monitoring patients with L-Dex® and intervening Percent Number of
Slide 15: PREVENT Trial Pre-specified Interim Analysis
Investor July 2018 Presentation PREVENT Trial — Pre-specified Interim Analysis 12 Month Interim Data from PREVENT Trial For personal use only Patients analysed n = 500 / 1,100 Trial Design • Multi-centre, prospective, randomised controlled trial • 1,100 patients enrolled • Followed for 3 years Trial
Slide 16: Successfully Transitioning to High Margin, High Growth, Subscription Business Model
Investor July 2018 Presentation Successfully Transitioning to High Margin, High Growth, Subscription Business Model For personal use only Pre SOZO® • Had over 120+ hospitals and clinics using L-Dex ® • Previously a capital equipment/disposable business model • These customers testing only small sub-
Slide 17: Centre of Excellence - Example
Investor July 2018 Presentation Centre of Excellence - Example For personal use only Evolution and Acceleration of SOZO® • 6 SOZO® Digital Health Platforms installed across 3 hospitals • Adding 9 SOZO® Digital Health Platforms in the coming months • Developing reporting and protocol adoption metrics
Slide 18: Chronic Heart Failure
Investor July 2018 Presentation For personal use only Chronic Heart Failure • Global pandemic affecting at least 26 million people worldwide • 1 in 5 people over the age of 40 will develop heart failure • Most common cause of hospitalisation of people aged over 65 years • Overall global economic cos
Slide 19: CHF Overview
Investor July 2018 Presentation CHF Overview For personal use only CHF is a chronic, progressive and debilitating condition Among the most expensive diseases for the US Healthcare system US government funding Reducing hospital stay bonuses and assessing 6.5M+ US$31B+ and readmission is a penalties f
Slide 20: Role of SOZO in Optimising Outcomes for CHF Patient Management
Investor July 2018 Presentation Role of SOZO® in Optimising Outcomes for CHF Patient Management For personal use only • Current practice is to monitor CHF patients daily for fluid burden in clinic and at-home • Current monitoring methods have major shortcomings Weight Scale • Inaccurate and rudiment
Slide 21: US CHF Business Model
Investor July 2018 Presentation US CHF Business Model For personal use only Initial focus on Class III CHF Patients Preliminary Estimate of Initial US Addressable Market • Estimated at 25% of US 6.5 million CHF patients • Monitor and manage the disease progression for Class III patients Estimated in
Slide 22: Strong Correlation Between SOZO and CardioMEMS
Investor July 2018 Presentation Strong Correlation Between SOZO® and CardioMEMS For personal use only Case Study • Patient with advanced heart failure, implanted CardioMEMS device, multiple co- morbidities • Changes made in diuretic medication to keep fluid balance stable • Weight, mental acuity, as
Slide 23: Clinical Utility of SOZO to Monitor Patients with Congestive Heart Failure
Investor July 2018 Presentation Clinical Utility of SOZO® to Monitor Patients For personal use only with Congestive Heart Failure Background • Bioimpedance has been used to track fluid changes in the human body for many decades • ImpediMed technology demonstrated to be sensitive to volume changes as
Slide 24: Heart Failure Action Plan
Investor July 2018 Presentation Heart Failure Action Plan For personal use only SOZO® Regulatory Milestones • CE Mark achieved June 2017 • FDA 510(k) clearance for fluid monitoring for CHF achieved December 2017 Clinical Data for Marketing Purposes • Working with world leading institutions on CHF tr
Slide 25: Expected Upcoming News Flow
Investor July 2018 Presentation Expected Upcoming News Flow For personal use only SOZO® and L-Dex® • PREVENT Trial publications • PREVENT educational seminars commence nationally in August • New Independent Abstracts and Presentations of further clinical data supporting L-Dex® • Private payors begin
Slide 26: Appendix
Investor July 2018 Presentation For personal use only Appendix www.impedimed.com 26
Slide 27: Management Team
Investor July 2018 Presentation Management Team For personal use only Deep and Broad Commercialisation Experience Richard Carreon Frank Vicini, MD Morten Vigeland Catherine Kingsford Managing Director and Chief Medical Officer Chief Financial Officer SVP Medical Affairs Chief Executive Officer • Joi
Slide 28: Board of Directors
Investor July 2018 Presentation For personal use only Board of Directors Scott R. Ward Gary Goetzke Robert M. Graham Richard Carreon Judith Downes Donald A. Williams Amit R. Patel MS, BSc Juris Doctorate AO, FAA, FAHMS, MBBS, MD, Managing Director and Non-Executive Director BAcy, CPA MBA, BME Non-Ex