Orthocell Ltd · ASX:OCC
Orthocell — Investor Presentation (October 2019)
22 slides from Orthocell's investor presentation, October 2019
Slide 1: Investor Presentation October 2019
Investor Presentation October 2019
Slide 2: Regenerative medicine
Regenerative medicine What is regenerative Why is regenerative What is Orthocell‘s position medicine? medicine a promising field? in this space? A new field of medicine seeking Ageing population and rising Orthocell is a world leading to repair injured or diseased rate of musculoskeletal regenerativ
Slide 3: Executive team
Executive team Experienced Board with prior success commercialising regenerative medicine Dr Stewart James Washer Paul Anderson Matthew Callahan Professor Lars Lidgren Mr Qi Xiao Zhou Chairman Managing Director Strategic Adviser Board Member Board Member • 20+ years’ CEO and • 20+ years’ • Developed
Slide 4: Innovative products
Innovative products Orthocell is a regenerative medicine company delivering breakthrough products that restore mobility and function • Bone, tendon and nerve repair CelGro® • Approved for sale in Europe1 • US 510k submission Q4 2019 Tissue reconstruction platform medical device • Patent-protected in
Slide 5: CelGro®
CelGro® A unique collagen medical device that augments tissue repair and regeneration
Slide 6: CelGro®: strategic focus
CelGro® : strategic focus Orthocell is driving market entry for bone repair, leveraging EU approval to accelerate introduction of the tendon and nerve indications Product 1 Product 2 Product 3 US$1bn US$1.4bn US$2bn Addressable Addressable Addressable market1 market1 market1,2 Bone Tendon & Nerve re
Slide 7: CelGro®: Superior bone regeneration
CelGro®: Superior bone regeneration Establishing CelGro® as the best in class membrane for bone and soft tissue repair in the significant and growing global market CelGro®: a true regenerative medicine scaffold Illustrative example Superior tissue repair unique regenerative Defect Site - insuffici
Slide 8: CelGro®: bone regeneration market opportunity >US$0.6bn p.a.
CelGro®: bone regeneration market opportunity Very favourable market dynamics Superior clinical performance (QT Score1) No recent product innovation to the Up to 26% better dental market globally quality newly 4.56 formed bone Existing products have inferior 3.46 functionality and handling 3.00 char
Slide 9: CelGro®: path to partnering
CelGro®: path to partnering Optimised and scalable manufacturing in place, regulatory approval achieved and brand ambassadors appointed. Orthocell is well placed to execute on its partnering strategy. Brand Ambassadors Marketing data Roll out KOL-lead clinician Generate supplementary advocacy progra
Slide 10: CelGro®: nerve repair market opportunity
CelGro®: nerve repair market opportunity Very favourable market dynamics: Traditional repair outcomes are suboptimal: Millions of people suffer from Direct suture peripheral nerve injury as a result of Tension can result in buckling and misdirection of motor vehicle, sporting or work- regenerati
Slide 11: CelGro®: revolutionising nerve repair
CelGro®: revolutionising nerve repair CelGro®: the solution for optimal tensionless repair Very favourable market dynamics: 1. Peripheral Nerve 2. Preparation of Repair 3. CelGro® guides and 4. Nerve Healing Injury Site supports nerve repair Healed nerve restores Crushed peripheral nerve CelGro® is
Slide 12: CelGro®: Positive CelGro® nerve regeneration interim results
CelGro®: Positive CelGro® nerve regeneration interim results Patients regain muscle function in affected limbs following CelGro® nerve regeneration treatment First patients complete nerve regeneration trial: 96% of nerve repairs restored voluntary movement to previously paralysed muscles 86% of
Slide 13: Ortho-ATI®
Ortho-ATI® Advanced cellular therapy that directly addresses the root cause of degenerate tendon injury
Slide 14: Ortho-ATI®: non-surgical solution for chronic tendon repair
Ortho-ATI®: non-surgical solution for chronic tendon repair Advanced cellular therapy that directly addresses the root cause of degenerate tendon injury Ortho-ATI® overview Two stage, minimally invasive procedure • Breakthrough in regenerative medicine • Novel, cell therapy to treat chronic Healthy
Slide 15: Ortho-ATI®: research collaboration
Ortho-ATI®: research collaboration Orthocell is focused on completing current clinical studies and preparing for US market entry Key factors in attracting Ortho-ATI®research collaboration Significant clinical validation - published clinical data in American Journal of Sports Medicine and 500+ pati
Slide 16: Next steps
Next steps (A ortho:cell ‘advancing tissue repair & regeneration
Slide 17: Regenerative medicine case study: PolyNovo
Regenerative medicine case study: PolyNovo Orthocell is well positioned to deliver significant shareholder upside in the near term Growth drivers: Price (A$) 2.50 12,000 • CelGro® gaining traction in key markets • A$1.5B market capitalisation • Achieving US approval for CelGro® (ASX:PNV) 10,000 2.00
Slide 18: Upcoming catalysts
Upcoming catalysts CelGro® - Dental Roll out European advocacy program Ongoing Australian market authorisation 1Q CY2020 US market authorisation 3Q CY2020 CelGro® - Tendon and Nerve Approval to commence FDA study 4Q CY2019 CE Mark (EU) submission 4Q CY2019 TGA (AUS) submission 1Q CY2020 Ortho-ATI® I
Slide 19: Corporate overview
Corporate overview Orthocell is a regenerative medicine company delivering breakthrough products that restore mobility and function Share price performance Trading information 0.80 20,000 Share price (25-Oct-19) A$0.54 0.70 Shares on issue1 154.7m 0.60 15,000 Market capitalisation ~A$84m Cash (as at
Slide 20: Key investment highlights
Key investment highlights Significant upside Significant market interest Addressable markets worth >US$12bn p.a. De-risked product portfolio Substantial clinical data CE Mark achieved for CelGro® in EU Validated manufacturing process GMP-certified and TGA-licensed manufacturing capabilities Credenti
Slide 21: Disclaimer
Disclaimer This presentation prepared by Orthocell Ltd ("Company") does not constitute, or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy any securities, nor the solicitation of any vote or approval in any jurisdiction, nor shall there be any sale, issue or tr
Slide 22: Contact us
Contact us Paul Anderson Visit us Orthocell Limited www. orthocell.com.au Follow us on social media Founder and Managing Director P: +61 8 9360 2888 E: paulanderson@orthocell.com.au 23 Orthocell investor update