Polynovo Limited · ASX:PNV
Polynovo — J.P. Morgan Healthcare Conference 2023
14 slides from Polynovo's conference presentation, Jan 11, 2023
Slide 1: JP Morgan Healthcare Conference
For personal use only JP Morgan Healthcare Conference Healing. Redefined. January 11, 2023
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by PolyNovo Limited and is provided for general information purposes only. No party other than PolyNovo has authorised or caused the issue of this document, or takes responsibility for, or makes any statements, representations or u
Slide 3: Genius technology, underserved market, capital efficient growth and scaling
For personal use only Genius technology Underserved market Capital efficient Growth and Scaling 3
Slide 4: Innovation driven out of frustration with the Existing Standard of Care
Innovation driven out of frustration with the Existing Standard of Care The Bali bombing killed 202, critically injured 209. Australian For personal use only survivors were repatriated to major Burns units for treatment. Large, delayed and colonized wounds required dermal substitutes, 2002 but the p
Slide 5: Innovating and Disrupting US $2.4 B Advanced Skin Substitute Market
Innovating and Disrupting US $2.4 B Advanced Skin Substitute Market Advanced Skin Substitutes and tissue regeneration solutions are needed globally. Many products in this category are fraught with issues around tissue origin, complex supply chain and manufacturing, regulatory For personal use only C
Slide 6: NovoSorb: Simple. Elegant. Transformative
NovoSorb®: Simple. Elegant. Transformative For personal use only Macro to Micro wounds: • 100% synthetic, maintains integrity over time and resistant to NovoSorb BTM’s matrix organizes a large wound shear forces. (macrowound) into a series of interconnected small wounds • Clinically shown to be robu
Slide 7: Disciplined Scaling of Geographic Expansion
Disciplined Scaling of Geographic Expansion Yielding Strong Business Results and Redefining the Standard of Care For personal use only Europe India • Becoming standard of care in UK and • Established PolyNovo, India in 2022 Germany China* • Global #2 medical device market Japan* • Global #3 medical
Slide 8: Accelerating Momentum, post Covid
Accelerating Momentum, post Covid Track record delivering YoY revenue growth For personal use only Replicating successful expansion in new geographies globally +43% $29.3m +32% +55% $20.5m +111% $15.6m +67% vs. Q1 FY22 $10.1m $9.4m $4.8m FY18A FY19A FY20A FY21A FY22A Q1 FY23A US business profitable
Slide 9: Successful Capital Raise in Nov 22, to Support Global Growth
Successful Capital Raise of A$ 53 MM in Nov 22, to Support Global Growth For personal use only 01 Geographic expansion 02 New indications for NovoSorb 03 New products 04 Capacity expansion to satisfy growth • Core markets (Australia, US) to • NovoSorb BTM is already a leader • Investing in R&D capab
Slide 10: NovoSorb Will Disrupt Several Attractive Addressable Markets
NovoSorb® Will Disrupt Several Attractive Addressable Markets For personal use only POLYNOVO FOCUS OPEN TO ALLIANCES Trauma (Degloving) Hernia/other Global incidence: reconstruction 78.2 MM Global procedures: 8.9 MM TAM: TAM: $2.3 B $3.6 B TAM: $1 B Breast reconstruction TAM: TAM: Global procedures:
Slide 11: Global Strategy on a Page
Global Strategy on a Page: Focused on Burns & Trauma – open to alliances in adjacencies For personal use only PolyNovo Focus LEAD GROW DEVELOP SEED Burns and Trauma US, entering Japan, China Alliance Potential Hernia, Abdominal Wall Reconstruction Intensive Care Acute Care Acute Care, Outpatient Acu
Slide 12: Scaling Advanced Skin Substitutes and Soft Tissue Regeneration Platform of Choice
For personal use only Scaling Advanced Skin Substitutes and Soft Tissue Regeneration Platform of Choice 14
Slide 13: Patient story
For personal use only Patient story: https://vimeo.com/777351297
Slide 14: Thank you
For personal use only Thank you