Vitasora Health Limited · ASX:VHL
Vitasora Health — Investor Presentation (June 2025)
20 slides from Vitasora Health's investor presentation, Jun 2, 2025
Slide 1: Vitasora Health Limited Investor Presentation
For personal use only Vitasora Health Limited (ASX: VHL) Investor Presentation (Previously known as Respiri ) June 2025
Slide 2: Investment Highlights
Investment Highlights Proven Clinical Outcomes Scalability of the Strategic Partnerships in Business Model Place For personal use only Recently established partnerships with Vitasora delivers clinically proven significant U.S. healthcare entities Tech-enabled platform, streamlined outcomes, includin
Slide 3: Business Overview and Key Customers and Partnerships
Business Overview Key Customers and Partnerships For personal use only ~USD$5.5M ~USD$18M NYSE:EVH – USD$860m market cap Largest Healthcare system in Hawaii Run-rate ARR Projected run-rate ARR (H2CY26) 6,500 70,000 Patient Programs Current patient pipeline Part of Tenet Health NYSE: THC - ~USD$15b m
Slide 4: Value-Based Care is the Recognised Goal; Execution the Barrier
Value-Based Care is the Recognised Goal; Execution the Barrier Remote Intervention Breaks it – Vitasora has Built it! Why are costs increasing? Reactive Healthcare Delivery Limited preventative steps are taken once a patient leaves CMS budget increase vs insurer cost growth traditional healthcare se
Slide 5: Vitasora RPM Platform Solution
Vitasora RPM Platform Solution Devices Vitasora Proprietary Patient Management Platform For personal use only EMR Remote clinical Wheezo compatibility services BP Monitor Device/Oximeter Vitasora integrates connected medical devices to seamlessly capture real-time patient data, which is fed into its
Slide 6: What does Vitasora do?
What does Vitasora do? Vitasora has evolved from a respiratory focused connected care company into a full-service care management leader. Vitasora has created a connected care management platform that seamlessly integrates a wide range of medical Making it E-A-S-Y - Unlocking Value with Vitasora’s F
Slide 7: Vitasora's key competitive advantages
Vitasora’s key competitive advantages For personal use only One Stop Shop Full Suite Solution Turnkey implementation Fully integrated virtual Wheezo device Making it E-A-S-Y: no care model differentiator workflow disruption, minimal practice involvement FFS Generates US$600 – Direct partnership with
Slide 8: Proven, Scalable Vitasora Patient Flow
Proven, Scalable Vitasora Patient Flow Patient Eligibility For personal use only Identification and triage of at-risk Provider Visits patients into suitable care pathways, accompanied by the acquisition of At-risk individuals are evaluated essential demographic details. and enrolled in relevant heal
Slide 9: Uniquely Aligned Revenue Models
Uniquely Aligned Revenue Models Value Based Contracts – CMS mandated model Fee For Service (FFS) For personal use only Dr Claims Reimbursement Insurer US$100-$200 Population Health VHL charges mthly fee every Unique Clinic in Cloud member VHL claims US$5-$40 + outcomes based annual Reimbursement bon
Slide 10: Value Based Model Example
Value Based Model Example Example pilot program for 5000 patient value-based arrangement Per Member Per Month Fee Patients in program 5,000 For personal use only Management fee (PMPM) US$20 Yearly management fee per patient US$240 Total Revenue for Vitasora Vitasora calculates that it will only need
Slide 11: Vitasora Patient Programs and Patient Pipeline
Vitasora Patient Programs and Patient Pipeline 1M+ Expected to significantly increase within the next 6 For personal use only months 70,000 Vitasora forecasts 30% conversion into patient programs 6,500 4,063 Patients Patients attributable attributable 2,435 to current to pipeline client base client
Slide 12: Rapidly Expanding Patient Pipeline Through Unique Contractual Arrangements
Rapidly Expanding Patient Pipeline Through Unique Contractual Arrangements Opportunities With Existing Client Base Additional New Clients In Late-Stage Contract Discussions Number of For personal use only CMS Potential Opportunity Medicare / Serves ~94k CMS Medicare Medicaid patients Patients NYSE L
Slide 13: Management outlook for Vitasora
Management outlook for Vitasora Growth from expanding lives covered with existing customers and adding new large scale health care organisations. FY25 H2 CY26 For personal use only 6,500 Patient Programs 30,000 US$5.5m Run-Rate ARR US$18.0m 40 Clients contracted 55 1. Average Orb CY2024 monthly reve
Slide 14: Board and Management
Board and Management For personal use only Nicholas Smedley Marjan Mikel Jonathan Adams Chairman Chief Executive Officer Non-executive Director Jonathan Adams currently serves as an Investment Mr Smedley is an experienced Investment Banker Marjan has been at the helm of Respiri taking it Director at
Slide 15: USA Senior Management
USA Senior Management For personal use only Marjan Mikel Peter Hildebrandt Mat Robie Chief Executive Officer Chief Operations Officer Chief Commercial Officer Over 35 years of strategic leadership across a diverse Over two decades of global business leadership driving Over 20 years of specialised ex
Slide 16: Thank you
For personal use only Thank you Get in touch Marjan Mikel Chief Executive Officer / Managing Director T +61 0408 462 873 E marjan@vitasorahealth.com Vitasora 16
Slide 17: Appendix
For personal use only Appendix 17
Slide 18: Target Customers – Healthcare Providers
Target Customers – Healthcare Providers Target Customers CMS/Health Primary care provider Fund (PCP’s) For personal use only Sets funding that US health insurers requires RPM Hospital systems Healthcare Accountable care organisation Providers (ACO’s) Independent practice association (IPA’s) Key outc
Slide 19: Key Government Body Support for a Solution
Key Government Body Support for a Solution “CMS moves closer to Accountable care goals” “AMA recommends significant expansion of remote care” Summary of announcement Summary of announcement For personal use only CMS has mandated and made substantial progress AMA announced proposed changes to toward
Slide 20: Patient RPM Billing Journey
Patient RPM Billing Journey First Month Monthly For personal use only Additional billing opportunities if the Initial Care Additional Care Additional Care Initial Enrolment Base Monthly RPM patient falls under Management (20 Management Management Chronic Care CPT Code for initial Remote monitoring a