Impedimed Limited · ASX:IPD
Impedimed — Investor Presentation (October 2021)
21 slides from Impedimed's investor presentation, Oct 21, 2021
Slide 1: Investor Presentation – SOZO Digital Health, October 2021
INVESTOR PRESENTATION For personal use only ® SOZO Digital Health OCTOBER 2021 Platform Technology Transformation Adoption Affirmation Growth
Slide 2: Disclaimer Forward Looking Statements
Disclaimer Forward Looking Statements For personal use only • The material contained in this document is a presentation of general information about the • Certain statements in this presentation may constitute forward-looking statements or activities of ImpediMed Limited (“ImpediMed”) current as at
Slide 3: Our Transformation
Our Transformation Medical Device Connected Digital Health Platform For personal use only U400 BIS Device SOZO Platform U400 Cancer Population^ SOZO® Cancer Population^ • ~20 Minute Test • Less than 30 Second Test • Trained Nurse/Therapist • Medical Assistant • Standalone Device • Connected Device •
Slide 4: ImpediMed's Technology
ImpediMed’s Technology . Using Bioimpedance Spectroscopy (BIS), SOZO non-invasively measures, monitors and manages fluid status and tissue composition For personal use only Inferred Measures of Fluid SOZO Directly Measures Fluid Bioimpedance Spectroscopy (BIS) Imaging Low Frequency Current passes ar
Slide 5: Comprehensive Data
Comprehensive Data SOZO® measures and tracks critical patient data For personal use only • L-Dex® lymphoedema index • HF-DexTM heart failure index • Total body water • Protein and minerals • Extracellular fluid • Basal metabolic rate • Intracellular fluid • Phase angle • Skeletal muscle mass • Body
Slide 6: Connected Digital Health Platform
Connected Digital Health Platform Test patients at any location and allows data access and sharing across the entire healthcare system For personal use only Cloud Access Scalable Test patients at any location Add and move test locations and immediately review without any additional software results
Slide 7: SOZO Digital Health Platform Device, Multiple Applications
® SOZO Digital Health Platform 1 Device, Multiple Applications For personal use only Lymphoedema FDA Clearance, CE Mark Heart Failure FDA Clearance, CE Mark End Stage Renal Disease** CE Mark Protein Calorie Malnutrition FDA Clearance, CE Mark Body Composition FDA Clearance, CE Mark Bone Density^ Ven
Slide 8: Platform Technology, Transforming Care: Three Large Addressable Markets
Platform Technology, Transforming Care: Initial Focus on Three Large Addressable Markets For personal use only Oncology Heart Failure Lymphoedema Protein Calorie Malnutrition^ Fluid Overload Dehydration Protein Calorie Malnutrition^ A$700+ million A$1+ billion Renal Failure Fluid Overload Protein En
Slide 9: Markets Significantly Overlap
Markets Significantly Overlap • Cardiovascular disease is the leading cause of death For personal use only among people on dialysis with kidney disease • Dialysis patients experience high rates of mortality, driven largely by an exceptionally high rate of cardiovascular related mortality Heart • Com
Slide 10: Strong Adoption, Validated Technology
Strong Adoption, Validated Technology 770+ 375+ SOZO Devices in SOZO Devices in For personal use only Core Business Clinical Business 34 2 international drug studies involving 375+ sites in 28 countries evaluating fluid volumes (heart failure & renal failure patients) Proprietary, do not reproduce,
Slide 11: Q4 FY 2021 SOZO Revenue and Patient Tests
® Q4 FY 2021 SOZO Revenue and Patient Tests SOZO Revenue Patient Tests To-Date For personal use only (Excluding Legacy) (261,000+ on File) $2,300,000 38,000 $10m+ Annual Revenue Run Rate 30,400 $1,725,000 $2.3m 22,800 SOZO Revenue $1,150,000 +109% YOY 15,200 ✓ RECORD QUARTER $575,000 37,000+ 7,600 P
Slide 12: Oncology
Oncology For personal use only • 1.8m newly diagnosed cancer cases per year in the US • 1 in 3 at risk cancer survivors will develop secondary lymphoedema • Lymphoedema costs the US healthcare system ~$7 bn p.a. Stage 1 – Pitting Edema Stage 2 - Irreversible Stage 3 - Elephantiasis 30 - 85% at risk
Slide 13: PREVENT Trial Successful, Statistically Significant
PREVENT Trial Successful, Statistically Significant For personal use only Key to a significant acceleration of near-term results Consistent Reduction in Lymphoedema Progression Study after Study • PREVENT Trial met primary end point and reached statistical significance • Results demonstrate that BIS
Slide 14: Growth Drivers: Reimbursement & NCCN Guidelines
Growth Drivers: Reimbursement & NCCN Guidelines® For personal use only Reimbursement NCCN® • PREVENT randomised control trial the key to reimbursement • NCCN Submission upon PREVENT publication and accelerating growth • Current NCCN submission covering the Meta-Analysis and • PREVENT delivers clear
Slide 15: Heart Failure
Heart Failure For personal use only HF Patients by Classification • Affecting at least 26 million people worldwide 6.5 Million • Costs US healthcare system estimated $31 billion annually Class I Class IV 5% 35% • Estimated 6.5 million Americans live with heart failure • 1 in 5 people over the age of
Slide 16: HF-Dex Fluid Analysis for Heart Failure
HF-Dex™ Fluid Analysis for Heart Failure SOZO® Heart Failure Patient Output For personal use only • Assessment of fluid burden is critical to the management of Heart Failure patients • Current methods of determining fluid levels are either inaccurate or invasive and expensive • SOZO gives clinicians
Slide 17: Renal Failure
Renal Failure For personal use only CE Mark obtained, US Regulatory strategy currently being formulated • There are in excess of 450,000 US dialysis patients receiving treatment three times a week for about four hours • Unhealthy kidneys are no longer properly removing wastes and extra fluid from th
Slide 18: Renal Failure Market: Attractive Market Dynamics
Renal Failure Market: Attractive Market Dynamics For personal use only • Very attractive concentrated market • Two companies caring for 85% of ESRD patients • Both operate more than 2,500 dialysis clinics each and together treat in excess of 400,000 ESRD patients • ImpediMed received FDA Breakthroug
Slide 19: SOZO and Dry Weight for Renal Failure
® SOZO and Dry Weight for Renal Failure ImpediMed believes SOZO can provide a reliable scientific way of calculating dry weight For personal use only Breakthrough Designation • ImpediMed received FDA Breakthrough Device Designation for Renal Application • To be granted breakthrough designation, you
Slide 20: Key Highlights and Takeaways
Key Highlights and Takeaways For personal use only • Transformation to Connected Digital Health Platform complete • $10m annual revenue run rate with strong growth despite COVID-19 headwinds • Multiple applications addressing significant health care needs • Inflection point, with 3 focus areas set t
Slide 21: Contact Details
For personal use only Contact Details Investor Relations Mike Bassett mbassett@impedimed.com +61 407 431 432 www.impedimed.com