Sonic Healthcare Limited · ASX:SHL
Sonic Healthcare — Investor Presentation (November 2022)
17 slides from Sonic Healthcare's investor presentation, Nov 29, 2022
Slide 1: Sonic Healthcare Strategic Investment & Commercial Partnership
Sonic Healthcare Strategic Investment & Commercial Partnership Investor Briefing November 2022 | Authorised for release by the CEO & Chairman
Slide 2: Disclaimer
Disclaimer This presentation (Presentation) has been prepared by Microba Life Sciences Limited (Microba). Summary information - This Presentation contains summary information about Microba and its activities which is current only as at the date of release of this Presentation. Microba may in its abs
Slide 3: Advancing microbiome therapeutics and testing into the hands of clinicians and patients, globally
“Advancing microbiome therapeutics and testing into the hands of clinicians and patients, globally” 3
Slide 4: A globally respected leader
A globally respected leader $16B market cap Employs more Sonic Healthcare is one of Generated - second largest than 41,000 the world's largest medical healthcare revenue of $9.3B diagnostics companies in FY22 people globally company on ASX 4
Slide 5: Sonic Strategic Investment & Commercial Partnership
Sonic Strategic Investment & Commercial Partnership Shares to be Post transaction Sonic is investing $17.8m into Microba acquired at $0.26. pro-forma, cash to acquire a 19.99% stake A 25% premium balance increase to 5 day VWAP to $43.8m* Strategic distribution Global network Sonic will secure rights
Slide 6: Sonic Strategic Partnership – Executing on strategy
Sonic Strategic Partnership – Executing on strategy 6
Slide 7: Leading bench of healthcare and pathology partners
Leading bench of healthcare and pathology partners set to deliver Microba’s testing into major healthcare markets globally $9.3bn Revenue $5.8bn Revenue Partnership: UK, Germany, Leading GI Diagnostics in US Raised USD $800m Partnership: Europe Belgium, Australia, US, Partnership: US Partnership: GC
Slide 8: Significant international distribution
Significant international distribution expansion for Microba’s testing services Access into 35 countries Operations only activated in 5 of 35 countries Significant growth prospects ahead Coloured map depicts countries with binding distribution terms, and additional countries planned for SYNLAB 8
Slide 9: Accelerating expansion and adoption
Accelerating expansion and adoption # Distributors # Countries Operational Leading bench Launch & Early Major Market Further Country of healthcare COVID-19 Period partners provides Adopters Partnerships Expansion 12 access into 35 countries 10 Staged rollout to be executed to 8 ensure market 8 succe
Slide 10: Dr Colin Goldschmidt – CEO Sonic Healthcare
“Our partnership with Microba exemplifies our commitment to invest in cutting edge developments in laboratory medicine. We see microbiome testing becoming a key part of pathology over coming years and are excited about the potential of this partnership and the opportunities that Microba's technology
Slide 11: Sonic partnership set to drive Microba's testing
Sonic partnership set to drive Microba's testing deeper into primary and specialist care IFM Infectious Gastroenterology Primary Care Disease 145 million patients, globally 11
Slide 12: New strategic shareholder – Providing strength
New strategic shareholder – Providing strength 12
Slide 13: Sonic strategic stake aligns both companies
Sonic strategic stake aligns both companies and accelerates Microba’s therapeutics and testing • Ordinary shares • Priced at 26c - a 25% premium 19.99% to the 5 day VWAP equity stake Microba to significantly • Raising $17.8m in new capital for the company advance its microbiome therapeutics and test
Slide 14: New funding further accelerates Microba's therapeutics and testing
New funding further accelerates Microba’s therapeutics and testing into routine healthcare Accessibility of novel therapies drives deeper adoption of testing $43.8m cash at bank providing balance sheet strength* Proprietary $ $ Support the databank Investment in international Data Insights Therapeut
Slide 15: Microba's platform for growth
Microba’s platform for growth • Microba has an excellent platform Global testing for continued growth. “This partnership is a positive business with development and another major • The leadership provided by our partners validation point for Microba” leading partners will guide Microba to a dominant
Slide 16: Dr Luke Reid – CEO Microba
“Sonic is globally respected for its leadership in delivering trusted medical diagnostic services, and our partnership deeply aligns the interests of both companies to bring microbiome testing and therapeutics into the hands of clinicians and patients globally to improve standard of care” Dr Luke Re
Slide 17: Contact
Contact Dr Luke Reid Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Brisbane QLD Australia Pasquale Rombola Laboratory Princess Alexandra Hospital Chairman Woolloongabba QLD Australia pasquale.rombola@microba.com
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