Atomo Diagnostics Ltd. · ASX:AT1
Atomo Diagnostics — Bell Potter Healthcare Conference 2021
16 slides from Atomo Diagnostics's conference presentation, Nov 10, 2021
Slide 1: Bell Potter Healthcare Conference
Authorised by John Kelly, Managing Director Atomo Diagnostics Limited 701 – 703 Parramatta Road Leichhardt NSW 2040 Australia For personal use only BELL POTTER HEALTHCARE CONFERENCE Wednesday 10 November 2021 ATOMO ATOMO DIAGNOSTICS DIAGNOSTICS LIMITED|| (ASX: LIMITED (ASX: AT1) AT1)
Slide 2: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by Atomo Diagnostics Limited (“Atomo”) based on communications transmitted or otherwise made available to the recipient in information available as at the date of this presentation. The information in this connection with the oppor
Slide 3: Introduction
INTRODUCTION Atomo Diagnostics Limited (ASX: AT1) is an innovative medical For personal use only device diagnostics company supplying unique, integrated rapid diagnostic test (RDT) devices and finished point-of-care tests to the global market Headquartered in Australia with international operations,
Slide 4: Standard Rapid Test Kits: Off Patent and Complex
STANDARD RAPID TEST KITS: OFF PATENT AND COMPLEX For personal use only Traditional incumbent ‘bits in a box’ Lateral Flow kits • Rapid Lateral flow based technology was commercialised more than 30 years ago and is now broadly off patent • This has resulted in low barriers to entry with many players
Slide 5: Atomo's Solution – Consumer Focused
ATOMO’S SOLUTION – CONSUMER FOCUSED For personal use only Integrating key functionality directly into the cassette delivers significant benefits • Usability delivers best in class user preference • Established reliability and functionality in the field • Removal of the need for add-on accessories •
Slide 6: Atomo's Strategic Focus
ATOMO’S STRATEGIC FOCUS For personal use only ATOMO DIAGNOSTICS LIMITED | (ASX: AT1) 6
Slide 7: Unique Capabilities in POCT
UNIQUE CAPABILITIES IN POCT The intersection between Consumer Medical Devices & Diagnostic Testing For personal use only IP Intensive Less IP Intensive More sales focused Atomo DNA Core Functionality Devices Finished Product Customer Delivery Point-of-Care Self Testing • Blood collection • Galileo •
Slide 8: Existing Products and Customers
EXISTING PRODUCTS AND CUSTOMERS For personal use only PRODUCTS CUSTOMERS/ CHANNELS HIV- Self Test and Professional Iyeza, Owen Mumford (UK/EU) Infectious Mylan/Viatris (LMIC), Australia - Distributors Diseases Tests (HIV, COVID, Others) COVID*- Antigen and Antibody Professional Atomo branded Antigen
Slide 9: Atomo's Infectious Disease Business
Market ATOMO’S INFECTIOUS DISEASE BUSINESS HIV For personal use only HIV COVID-19 COVID Antigen - Australia Atomo has secured supply up to 20 million antigen tests during FY22 & 23. COVID OEM Devices With extended market life, we see some opportunity to supply custom cassettes to leading COVID antig
Slide 10: Rapid Testing in Australia
Market RAPID TESTING IN AUSTRALIA HIV For personal use only • Change in public policy and regulatory positions • Growing support for rapid testing, evidenced by changing public health position from Federal, NSW and VIC Governments and TGA regulations • TGA has commenced process of approving at-home
Slide 11: Co-Development Business
CO-DEVELOPMENT BUSINESS For personal use only GOAL: To become the leading provider of integrated Rapid test devices by leveraging Atomo’s capabilities, IP and know-how by offering Co-Development partners access to Atomo’s platforms and proprietary components Accelerate roll-out of current technologi
Slide 12: Telehealth: Opening New Markets
TELEHEALTH: OPENING NEW MARKETS • COVID-19 has accelerated personalised, predictive and preventive medicine programs For personal use only • Consumer adoption and growth in Telehealth, POCT, OTC and at-home self-testing markets • Telehealth consultations 38x higher than before the pandemic* • Histor
Slide 13: Corporate Profile
CORPORATE PROFILE Key financial details Share price performance For personal use only ASX code AT1 AT1 Share Price 0.4 Share price (05/11/21) $0.25 0.35 Shares on issue 568.6m 0.3 0.25 Options on issue 23.7m 0.2 0.15 Market cap* $142m 0.1 Current cash (30/09/21) $15.2m 0.05 0 *Undiluted Board Member
Slide 14: Key Highlights - FY21
KEY HIGHLIGHTS - FY21 For personal use only • Atomo COVID-19 rapid tests – Added by the TGA to the ARTG in H1 FY21 for supply in Australia. Tests launched in Q2 & Q3 FY21. Circa. 50k, primarily antibody test units sold in 2H FY21. • Regulatory Approval – Atomo devices have now achieved broad regulat
Slide 15: Key Financial Metrics Q1 FY22
KEY FINANCIAL METRICS Q1 FY22 For personal use only Sales $2.4m FY21 Cash receipts $2.2m Sales $6.72m Gross Margin ($m) $3.42m • Cash receipts and revenues: Cash receipts of $2.2m from customers during the quarter, and unaudited revenue of $2.4m • COVID-19 rapid antigen test sales in Australia have
Slide 16: Priorities for FY22
PRIORITIES FOR FY22* For personal use only Capitalising on expanding local COVID-19 opportunities, including launch of a self-test product (subject to TGA approval), and increasing resources to support growing demand across public health and private sector channels as Australia opens up to the world
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