Impedimed Limited · ASX:IPD
Impedimed — Shareholder Meeting (October 2018)
27 slides from Impedimed's shareholder meeting presentation, Oct 17, 2018
Slide 1: Annual General Meeting
Annual General Meeting For personal use only AGM October 2018 Investor Presentation ASX:IPD October 2018 Annual General Meeting www.impedimed.com
Slide 2: Disclaimer
Annual General Meeting Disclaimer For personal use only AGM October 2018 • 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 fo
Slide 3: Forward Looking Statements
Annual General Meeting AGM October 2018 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 stateme
Slide 4: Investment Highlights
Annual General Meeting Investment Highlights For personal use only AGM October 2018 • Cancer Survivorship >US$1.8 Billion annually Large and Attractive Markets • Chronic Heart Failure >US$1.0 Billion annually • Successfully building high margin SaaS subscription business • Highly disruptive non-inva
Slide 5: Major Achievements Last Months
Annual General Meeting Major For personal use only Achievements Last 12 Months AGM October 2018 Growing Body of Clinical Evidence Strengthens BIS Value Proposition • Lymphoedema • PREVENT Lymphoedema Trial Top-line Results • 95% reduction in the progression to clinical grade lymphoedema • Bioimpedan
Slide 6: Corporate Overview
Annual General Meeting Corporate Overview For personal use only AGM October 2018 Share Register Breakdown • ASX listed (October 2007) 23% 75% 2% • Operations in US (San Diego, CA), Australia Institutional Private Founder/Management (Brisbane) and Europe (Greece) (70 total staff) Substantial Sharehol
Slide 7: Business Highlights
Annual General Meeting Business Highlights For personal use only October 2018 AGM Key Stats (AUD $ Millions) (Preliminary and unaudited) Q4 FY18 Q1 FY19 Change % Change A$4,800,000 SaaS Business Model FY18 Revenue Contracted Revenue Pipeline (CRP) $3.5 $4.7 $1.2 34% A$4,200,000 Total Contract Value
Slide 8: BIS Technology is Non-invasive, and provides Fast, Accurate and Medically Meaningful Information
Annual General Meeting AGM October 2018 BIS Technology is Non-invasive, and provides Fast, Accurate For personal use only and Medically Meaningful Information Low Frequency Advantages Current passes around cells • Accurate Fluid • Fast • Sensitive • Non-invasive Fat High Frequency • Informative Curr
Slide 9: SOZO - Next Generation BIS Digital Health Platform
Investor Presentation AGM October 2018 SOZO® - Next Generation BIS Digital Health Platform For personal use only • SOZO® has the potential to change health care by identifying early onset of disease states both in the clinic and at home, • L-Dex® for assessing sub-clinical unilateral and bilateral l
Slide 10: Initial Focus on Cancer Survivorship and Chronic Heart Failure
Annual General Meeting AGM October 2018 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 affect t
Slide 11: Cancer Survivors
Annual General Meeting For personal use only AGM October 2018 Cancer Survivors • More than 15.5 million in the US • More than 5 million patients suffering from persistent cancer related lymphoedema • 1 in 3 people will develop lymphoedema • Cancer survivors have a 15-fold increased risk of developin
Slide 12: L-Dex for the Early Detection of Subclinical Lymphoedema
Annual General Meeting AGM October 2018 L-Dex® for the Early Detection of Subclinical Lymphoedema For personal use only 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 det
Slide 13: PREVENT Trial — Pre-specified Interim Analysis
Annual General Meeting AGM October 2018 PREVENT Trial — Pre-specified Interim Analysis For personal use only Trial Design • Multi-centre, prospective, randomised controlled trial 12 Month Interim Data from PREVENT Trial Patients n = 500 / 1,100 • 1,100 patients enrolled analyzed • Followed for 3 yea
Slide 14: Independent Clinical Evidence Continues to Expand
Annual General Meeting October 2018 AGM Independent Clinical Evidence Continues to Expand For personal use only The North American market for compression therapy is estimated at over US$1 Billion, a 75% reduction in lymphoedema has the potential to create a favourable impact throughout the medical s
Slide 15: SOZO Worldwide Customer Base
Annual General Meeting For personal use only SOZO® Worldwide Customer Base AGM October 2018 SOZO® Adoption Accelerating Impact 6,500 SOZO® Patient Tests by Quarter • 114 SOZO® customers • Large cancer institutions contracting for greater number of devices (4:1) • 71 U400 customers converted • 43 new
Slide 16: New Centre of Excellence
Annual General Meeting AGM October 2018 New Centre of Excellence For personal use only The University of Kansas Cancer Center Evolution and Acceleration of SOZO® • Ranked as one of the nation’s leading cancer • 5 SOZO® Digital Health Platforms installed at two centres for eight years in a row (US Ne
Slide 17: Establishing SOZO as Standard of Care
Annual General Meeting AGM October 2018 Establishing SOZO® as Standard of Care For personal use only PREVENT Trial Update Awareness Campaign • Interim results under peer review • Physicians • Submitted to key cancer publication • Presentation of PREVENT data at key medical congresses and physician t
Slide 18: Chronic Heart Failure
Annual General Meeting For personal use only AGM October 2018 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 65 years and older • Overall global econ
Slide 19: CHF Overview
Annual General Meeting CHF Overview For personal use only AGM October 2018 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 pen
Slide 20: Role of SOZO in Optimising Outcomes for CHF Patient Management
Annual General Meeting AGM October 2018 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
Slide 21: US CHF Business Model
Annual General Meeting US CHF Business Model For personal use only AGM October 2018 Initial Focus on Class III CHF Patients • Estimated at 25% of US 6.5 million CHF patients Preliminary Estimate of Initial US Addressable Market • Monitor and manage the disease progression for Class III patients SOZO
Slide 22: SOZO Non-invasively Correlates to CardioMEMS at a Fraction of the Cost
Annual General Meeting AGM October 2018 SOZO® Non-invasively Correlates to CardioMEMS™ at a For personal use only Fraction of the Cost Case Study • Patient with advanced heart failure, ™ implanted CardioMEMS™ device, multiple co-morbidities • Changes made in diuretic medication to ™ keep fluid balan
Slide 23: Heart Failure Action Plan
Annual General Meeting Heart Failure Action Plan For personal use only AGM October 2018 SOZO® Regulatory Milestones • CE Mark achieved June 2017 • FDA 510(k) clearance for fluid monitoring of patients living with CHF achieved December 2017 Clinical Data for Marketing Purposes • Working with world le
Slide 24: Expected Milestones and Upcoming News Flow
Annual General Meeting AGM October 2018 Expected Milestones and Upcoming News Flow For personal use only SOZO® for Cancer • PREVENT Trial interim results published • PREVENT educational seminars expanded • PREVENT Trial — additional publications • NCCN Guidelines® — The addition of a formal testing
Slide 25: Appendix
Annual General Meeting For personal use only AGM October 2018 Appendix www.impedimed.com 25
Slide 26: Management Team
Annual General Meeting For personal use only October 2018 AGM Richard Carreon Management Team Deep and Broad Commercialisation Experience Frank Vicini, MD Morten Vigeland Catherine Kingsford Managing Director and Chief Medical Officer Chief Financial Officer SVP Medical Affairs Chief Executive Offic
Slide 27: Board of Directors
Annual General Meeting For personal use only AGM October 2018 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, BM