Orthocell Ltd · ASX:OCC
Orthocell — Euroz Hartleys Healthcare Conference (July 2022)
27 slides from Orthocell's conference presentation, Jul 27, 2022
Slide 1: Updated Investor Presentation (ASX cover announcement)
Updated Investor Presentation For personal use only Perth, Australia; 27 July 2022: Regenerative medicine company Orthocell Limited (ASX:OCC, “Orthocell” or the “Company”) is pleased to release an updated investor presentation being used for the Euroz Hartley’s Healthcare Conference and a number of
Slide 2: Investor Presentation July 2022
For personal use only Investor Presentation July 2022 1
Slide 3: Disclaimer
Disclaimer For personal use only 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
Slide 4: Key investment highlights
Key investment highlights Orthocell is a regenerative medicine company delivering breakthrough products For personal use only for the treatment of serious musculoskeletal disorders. Striate+ global exclusive license and manufacturing agreement with BioHorizons. Strengthens the balance sheet, validat
Slide 5: Corporate Snapshot
Corporate Snapshot For personal use only ASX: OCC TRADING INFORMATION SHARE PRICE PERFORMANCE Share Price 0.385 12 month low/high $0.300/$0.580 Shares outstanding 197,127,913 Market Capitalisation 75.9M Cash (25 July, 2022) 31M Debt (25 July, 2022) Nil Enterprise Value 44.9M SUBSTANTIAL SHAREHOLDERS
Slide 6: About Orthocell Ltd
About Orthocell Ltd For personal use only Orthocell is a regenerative medicine company delivering breakthrough products that restore mobility and function. CelGro™ OrthoATI ™ Medical device for bone and Cell therapy for tendon soft tissue reconstruction regeneration • Designed to augment surgical re
Slide 7: Significant market opportunity
Significant For personal use only CelGro™ market opportunity >US$10bn At the forefront of a large and growing market opportunity in OrthoATI™ regenerative medicine in the >US$7.7bn musculoskeletal space. Driven by rising rate of Total Addressable musculoskeletal disorders Market and demand for effic
Slide 8: US Strategic Focus
US Strategic Focus For personal use only Advanced product portfolio with near term milestones and emerging pipeline Clinical US Regulatory Phase Product Application Development Upcoming Catalysts Phase Design Trial Implement Trial Approved Engaged BioHorizons - exclusive license Striate+ 1 and manuf
Slide 9: Valuation upside
Valuation upside For personal use only Valuation comparison to other medical device and life science companies. Significant upside potential for OCC. Market Capitalisation $80m $200m $1B Company Autologous injectable therapy Device Autologous cell harvesting device Synthetic scaffold device and medi
Slide 10: More than a barrier membrane
For personal use only MORE THAN A BARRIER MEMBRANE 9
Slide 11: Striate+ premium dental membrane
Striate+ premium dental membrane ™ For personal use only • Striate+ is a sterile, resorbable collagen membrane for use in dental bone and tissue regeneration procedures. • Striate+ is designed to protect the bone defect from ingrowth of gingival tissue, to provide a favourable environment for osteog
Slide 12: Striate+ global exclusive license and manufacturing agreement with BioHorizons
Striate+™️ global exclusive For personal use only “ We are very pleased to partner with Orthocell license and manufacturing to offer our valued customers a dental membrane with excellent handling properties and regenerative potential. Striate+™️ will be agreement with BioHorizons a highly complement
Slide 13: Significant re-rating event
Significant re-rating event For personal use only Unrestricted and non diluting capital • Non diluting payment is free of encumbrances - cash can be used without restrictions . Strong capital position • $31m cash at bank¹ • Well positioned to advance the commercialisation of the US nerve and tendon
Slide 14: Striate+: path to partnering
Striate+ : path to partnering ™ Executed a strategy to engage a global partner to manage the For personal use only distribution and marketing of Striate+ Clinical data and regulatory approval Successful regenerative medicine-driven product development strategy produced a market leading product appro
Slide 15: Revolutionising nerve repair
For personal use only REVOLUTIONISING NERVE REPAIR 14
Slide 16: Traditional repair outcomes are suboptimal
Traditional repair outcomes are suboptimal For personal use only Direct suture = tension, buckling and can be ineffective and unpredictable in restoring function. Normal Nerve Suture Remplir 15
Slide 17: Remplir – Approved in Australia (TGA)
Remplir – Approved in Australia (TGA) ™ For personal use only Collagen nerve wrap intended for use in peripheral nerve repair GUIDING PREDICTABLE OUTCOMES IN PERIPHERAL NERVE REPAIR Proven biocompatibility Exceptional handling characteristics Provides a bioactive chamber 15
Slide 18: Surgical technique – Remplir assisted coaptation
Surgical technique – Remplir assisted coaptation ™ For personal use only 1 3 Wrapping Remplir around nerve ends to create Isolating a customised donor nerve conduit 2 4 Co-adapting Remplir guides donor and and supports recipient nerve nerve repair 17
Slide 19: Remplir: compelling long term clinical results
Remplir : compelling long ™ “ We are now seeing a consistent return of For personal use only arm and hand function following nerve term clinical results transfer surgery with Remplir. Remplir is increasing the success rate and efficiency of nerve transfer surgery. Patients regained voluntary muscle
Slide 20: Remplir: peripheral nerve repair market
Remplir : peripheral nerve ™ For personal use only repair market Peripheral nerve repair Remplir’s addressable market in peripheral Quadriplegics >$20M nerve repair is estimated to be worth more than AUS US$7.5 billion¹ per year. $50M US Nerve Repair Market Peripheral nerve repair Orthocell is execu
Slide 21: Advanced cellular therapy for chronic tendon injury
For personal use only ADVANCED CELLULAR THERAPY FOR CHRONIC TENDON INJURY 20
Slide 22: OrthoATI: a global clinical first
OrthoATI : a global clinical first ™ For personal use only Injectable cell therapy returns patients to work, recreation and elite sport, pain-free. OrthoATI is a novel treatment Two stage, minimally invasive procedure • Breakthrough in regenerative medicine directly addressing the root cause of inju
Slide 23: OrthoATI – US Rotator Cuff addressable market
OrthoATI – US Rotator Cuff addressable market ™ For personal use only OrthoATI is at the forefront of a large and growing market opportunity where the addressable market is estimated to be >US$4.8bn p.a. ~333m ~6.7m p.a. ~0.67m p.a. ~0.48m p.a. >US$4.8bn US population RC tendinopathy Chronic patient
Slide 24: OrthoATI RCT study results
OrthoATI RCT study results ™ For personal use only OrthoATI is significantly more effective than steroid injection for treatment of rotator cuff tendinopathy with intrasubstance tendon tear ¥¥ 100 ¥ 10 ** *p=0.006 9 *p=0.002 80 * **p=0.026 8 **p=0.047 ¥p=0.012 7 ¥p=0.010 * VAS pain score 60 ¥¥p<0.00
Slide 25: OrthoATI – next steps
OrthoATI – next steps ™ For personal use only Clinical program can now be initiated in the US with manufacturing scale up and commercial support • Advancing next interaction with FDA to approve clinical development plan and secure Regenerative Medicine Advanced Therapy (RMAT) Designation to accelera
Slide 26: Upcoming Catalysts
Upcoming Catalysts¹ For personal use only Striate+™ premium periodontal membrane Global product launch 2022 Remplir™ premium nerve wrap Engage AUS marketing and distribution partner/s 3Q 2022 FDA pre-submission Australian market reimbursement 4Q 2022 OrthoATI™ OrthoATI v Corticosteroid (RCT) cross o
Slide 27: Paul Anderson, Co-Founder and Managing Director
For personal use only Co-Founder and Managing Director, Paul Anderson Orthocell Limited P: +61 8 9360 2888 E: paul.anderson@orthocell.com.au orthocell.com.au 26
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