Diasorin S.p.a. · MIL:DIA
Diasorin — Investor Day (October 2011)
13 slides from Diasorin's investor day presentation, Oct 17, 2011
Slide 1: Investor Day
Investor Day MONDAY, OCTOBER 17 Milan
Slide 2: Disclaimer
DISCLAIMER Save where otherwise indicated, the Company is the source of the content of this Presentation. Care has been taken to ensure that the facts stated in this Presentation are accurate, and that the opinions expressed are fair and reasonable. However, no representation or warranty, express or
Slide 3: Opening Remarks
OPENING REMARKS Gustavo Denegri Chairman Carlo Rosa Chief Executive Officer
Slide 4: DiaSorin: Riding a New Business Wave
DIASORIN: RIDING A NEW BUSINESS WAVE • COMPANY PROPOSITION AS A SPECIALTY • NEW R&D PIPELINE IN BOTH LARGE CONSOLIDATED PLAYER IN THE DIAGNOSTIC BUSINESS MARKETS (e.g. IDs) OR MID-SIZE SPECIALTY CLINICAL AREAS (e.g. GI INFECTIONS, CKD) • TECHNOLOGICAL SHIFT FROM ELISA TO CLIA LEVERAGING ON AVAILABLE
Slide 5: DiaSorin History
DIASORIN HISTORY 1968 DiaSorin’s birth as division of Sorin Biomedica SpA 1970-1985 Development of products portfolio with RIA and ELISA technologies 1986-1999 Sorin Biomedica acquires control of Incstar Inc. (US company in the In Vitro Diagnostics market), divests IVD activities in a separate compa
Slide 6: DiaSorin Worldwide Presence
DIASORIN WORLDWIDE PRESENCE INDUSTRIAL SITES SUBSIDIARIES DISTRIBUTORS EUROPE AND MIDDLE EAST ITALY SALUGGIA, GERENZANO* AUSTRIA ISRAEL BOSNIA AND LITHUANIA IRELAND DUBLIN BENELUX ITALY HERZEGOVINA POLAND UK DARTFORD CZECH REPUBLIC PORTUGAL CROATIA ROMANIA GERMANY DIETZENBACH FRANCE SPAIN CYPRUS RUS
Slide 7: In Vitro Diagnostic (IVD) Market
IN VITRO DIAGNOSTIC (IVD) MARKET EACH SEGMENT OF THE IVD MARKET DIFFERS FOR: • Assay technology • Assay automation • Personnel responsibility • Regulatory complexity • Location of the lab in the hospital CLINICAL CHEMISTRY IMMUNOASSAY 21% General markers (Enzymes, electrolytes, etc) Infectious immun
Slide 8: Immunoassay Clinical Areas
IMMUNOASSAY CLINICAL AREAS DIASORIN AIMS TO PLAY AN IMPORTANT ROLE IN A € 7BN MARKET AS AT 2010 BY COMBINING A DIFFERENT STRATEGY APPROACH FOR EVERY CLINICAL AREA IN THE IMMUNOASSAY MARKET AUTOIMMUNITY BONE & ALLERGY MINERAL GI STOOL TESTING 6.4% 9.3% 5.7% INFECTIOUS DRUG MONITORING & OTHERS DISEASE
Slide 9: In Vitro Diagnostic (IVD) Market: Purposes & End-Users
IN VITRO DIAGNOSTIC (IVD) MARKET IVD TESTS ARE MEDICAL DEVICES, PERFORMING DIAGNOSES FROM ASSAYS IN A TEST TUBE, OR IN A CONTROLLED ENVIRONMENT OUTSIDE A LIVING ORGANISM REAGENTS BLOOD PHYSIOLOGICAL/PATHOLOGICAL STATE EXAMINING PROVIDING SAFETY BLOOD SUPPLY INSTRUMENTS SPECIMENS TISSUES INFORMATION
Slide 10: Growth Potential for IVD Market
GROWTH POTENTIAL FOR IVD MARKET Ageing population drives increased diagnostics demand DEMOGRAPHICS Prevalence and incidence increase of certain diseases FOCUS ON Increasing focus by government and other third party payers PREVENTION on diagnostic testing as a mean to decrease healthcare costs, AND D
Slide 11: Immunoassay Technologies
IMMUNOASSAY TECHNOLOGIES FEATURES RIA ELISA CLIA RADIO IMMUNO ASSAY ENZYME LINKED IMMUNOSORBENT ASSAY CHEMILUMINESCENT IMMUNO ASSAY TRACER TECHNOLOGY RADIOACTIVE NON-RADIOACTIVE LUMINESCENT MOLECULAR COLORIMETRIC AUTOMATION N/A BATCH PLATE ANALYZERS CLOSED/DEDICATED ANALYZERS LEVEL OF INTERVENTION R
Slide 12: M&A
M&A TARGET SELLER STRATEGY AND EFFECTS ON BUSINESS TECHNOLOGICAL INVESTMENT RATIONALE AREA BYK SANGTEC ALTANA AG RIGHTS TO LIAISON® PLATFORM COMMERCIAL EXPANSION CLIA (IVD BUSINESS INTEGRATION BETWEEN BIOCHEMISTRY AND 2002 DIVISION) AUTOMATIZATION PRODUCTS MENU EXPANSION COMPANY BRAND ENHANCEMENT MO
Slide 13: Partnerships
PARTNERSHIPS TARGET PARTNER STRATEGY AND EFFECTS ON BUSINESS TECHNOLOGICAL INVESTMENT RATIONALE AREA LIAISON XL STRATEC DEVELOPMENT OF NEW FRONT-LINE INSTRUMENT: CLIENTS BASE ENLARGEMENT CLIA 2005 BIOMEDICAL LIAISON XL SYSTEMS AG LAMP EIKEN CHEMICAL INVESTMENT IN MOALECULAR DIAGNOSTICS: LICENSING AG