Adherium Ltd. · ASX:ADR
Adherium — Shareholder Meeting (November 2020)
13 slides from Adherium's shareholder meeting presentation, November 2020
Slide 1: Adherium, a Respiratory eHealth company
Adherium, a Respiratory eHealth company focused on patient adherence, remote monitoring & data management solutions NOVEMBER 2020 right now right time | right product | right strategy | right team* * refer “disclaimer & forward-looking statements” slide herein
Slide 2: Overview & Contents
Overview & Contents Founded in 2001 Listed on the ASX 2015 Adherium, a Respiratory eHealth company focused on patient adherence, remote monitoring & data management solutions for patients, payers & providers Business turnaround & transformation with key lessons learnt Developed Capabilities Connecte
Slide 3: New Highly Qualified Management in Place
right team New Highly Qualified Management in Place James Ward-Lilley Mike Motion Anne Bell Geoff Feakes Jane Lapon Chairman Executive Director & CEO Chief Financial Officer Chief Technical Officer Head of Pricing & Reimbursement - >35 years experience in medical devices & - Qualified as a Chartered
Slide 4: Our Opportunity
adherium Our Opportunity Asthma and COPD is sub-optimally managed Estimated US Estimated US Asthma population COPD population Due to poor adherence & compliance with 25.4m 25.8m PREVELANCE inhaled medications, severe & difficult to treat Asthma & late stage COPD patients 15.8m 12.2m DIAGNOSED experi
Slide 5: US reimbursement for remote patient monitoring
right time US reimbursement for remote patient monitoring Adoption of remote monitoring accelerating due to COVID-19 Global guidelines recommending electronic adherence assessment 1 2 3 Physician sets patient up Physiological data Clinical staff review COVID-19 is accelerating the digitalisation on
Slide 6: Proven technology with strong evidence base
right product Proven technology with strong evidence base Investing to enable physiological measures & extend therapeutic coverage Patient data reporting Payer / Provider online interfaces Reimbursement-compliant reports Billing support & audit trail Sensors attach to inhaled Monitors device activat
Slide 7: Product development and coverage expansion
right product Investing with specialist R&D partner to enhance proven hardware enabling industry leading integration of physiological measurement, simplifying ease of use & increasing coverage from 56% to 80%1 Current Planned CY H2 2020 CY H1 2021 CY H2 2021 Sensors Software Software Sensors Softwar
Slide 8: Focused on patients where adherence matters most
right strategy focused on patients where adherence matters most – severe uncontrolled patients with highest health economic burden ~50%1 children 11m+ 24% ~62%2 adults Asthmatics reported one GINA Step 4-5 or more exacerbations in are uncontrolled 12 months3 treatment Severe Uncontrolled Patients ER
Slide 9: How does Adherium make money?
right strategy How does Adherium make money? Adherium targets recurring revenue Monaghan Revenue HGE Health Revenue from three channel partners & direct sales Sensor sales @ unit Per Patient Per Sensor transfer price Per Month fee Channel Partners Software license for Share of incremental savings pl
Slide 10: Planned Business Road Map
right now Planned Business Road Map 1 CY Q3 2020 – Q1 2021 Initial partner model establishment / proof of concept 2 CY Q2 2021 – Q4 2021 Partner scale up in US with revenue traction 3 CY 2022 Full expansion & platform leverage in US & ex US Validate channel partners Scale up of HGE & Monaghan activi
Slide 11: Multiple drivers of growth beyond initial scope
right now Multiple drivers of growth with current focus & beyond initial geographic, patient & single device scope $100’s millions Monetize Data Population-based usage/risk Beyond Respiratory data across ADDRESSABLE MARKET SIZE co-morbidities, including partnership Use the developed Geographic Expan
Slide 12: Disclaimer & forward-looking statements
Disclaimer & forward-looking statements The material contained herein is of a general nature & has only commercial products & (vi) other risks & uncertainties related to been prepared as a presentation aid. This presentation does the Company’s prospects, assets / products & business strategy. NOT co
Slide 13: Adherium, a Respiratory eHealth company
Adherium, a Respiratory eHealth company focused on patient adherence, remote monitoring & data management solutions NOVEMBER 2020 right now right time | right product | right strategy | right team* * refer “disclaimer & forward-looking statements” slide herein