Elron Ventures Ltd · TASE:ELRN
Elron Ventures — Elron Electronic Industries — Investor Presentation (August 2013)
25 slides from Elron Ventures's investor presentation, Aug 14, 2013
Slide 1: Investor Presentation / August 2013
Slide 2: Forward-Looking Information
Forward-Looking Information This presentation is for information purposes only. By this presentation, Elron does not intend to solicit offers to purchase its securities and the presentation does not constitute an invitation to receive such offers. Elron may makéimprovements and/or changes in the fea
Slide 3: Q2/13 Highlights
ELRON Q2/13 > HIGHLIGHTS ELRON
Slide 4: Highlights: News
ELRON Q2/13 > HIGHLIGHTS ELRON NEWS GIVEN IMAGING: Record sales during Q2/13- sales amounted to $49.5m, compared with sales of $44.5m in Q2/12, an 11% increase. The PillCam COLON 2 received marketing clearance in Japan. Given Imaging expects reimbursement may become effective during the first half o
Slide 5: Catalysts
ELRON 2013 > CATALYSTS ELRON
Slide 6: Major Group Holdings
ELRON 2013 > CATALYSTS MAJOR GROUP HOLDINGS [Business ‘Shareholdings Elron'sinvestment GlyEN |world leader in Gl medical devices and pioneer |30% iin lof capsule endoscopy (8.43% by RDC) _|NA POCARED. real-time & automated microbiology 9! laboratory system 41% $26m_ DI " treatment of ischemic stroke
Slide 7: BrainsGate
ELRON 2013 > CATALYSTS @ BrainsGate Elron's holding: 30% Founded: 2000 First investment by Elron: 2005 ~$70m have been invested to date, of which ~$21m by Elron Main partners: Johnson & Johnson, Boston Scientific, Pitango, Cipio Partners Device for treating ischemic stroke in 24 hour window post sym
Slide 8: BrainsGate: Why Hours?
CATALYSTS BrainsGate WHY 24 HOURS? tPA (current treatment); SPG stimulation: dissolve clot augment cerebral blood flow + Restores blood flow to the blocked + Electrical stimulation induces blood vessel dilation of cerebral blood vessels, + Due to the temporary interruption in and thus augments blood
Slide 9: Implant and Implantation Site
ELRON 2013 > CATALYSTS BrainsGate IMPLANT AND IMPLANTATION SITE Implant Implantation Implanted patient
Slide 10: Catalysts: BrainsGate clinical trial
ELRON 2013 > CATALYSTS: ELRON In 2010 BrainsGate completed a clinical trial on approximately 300 patients, whose results strengthened the assessment that BrainsGate's treatment has a considerable clinical effect, which is stronger than the effect found in current treatments. Since June 2011, BrainsG
Slide 11: Pocared Diagnostics
ELRON 2013 > CATALYSTS: POCARED Y Diagnostics 7 » Elron's holding: 41% = Founded: 2004 » First investment by Elron: 2007 = _7$64m have been invested to date, of which ~$26m by Elron = Main partner: SCP Vitalife + Real-time and automated microbiology laboratory system, using optical technology = The
Slide 12: Pocared: Diagnosis in Under Minutes
ELRON 2013 > CATALYSTS POCARED ey DIAGNOSIS IN UNDER 20 MINUTES: urine sample cartridge acomplete cartridge carousel move carousel to sample prep module move carousel to optical analyzer module
Slide 13: Catalysts: Pocared FDA trial
ELRON 2013 > CATALYSTS: ELRON In December 2011, the company received CE certification. Pocared commenced urine sample collection for a diagnostic trial to prove the efficacy of its system's first application, UTI diagnosis. The trial is expected to support its planned FDA submission. The diagnostic
Slide 14: Given Imaging
ELRON 2013 > CATALYSTS: ELRON GlyEN IMAGING Market cap - ~$520m (August 2013) Q2/13 revenues - $49.5m ;2012 revenues - $181m Cash and financial assets - ~$130m (as of June 30, 2013) In the United States, Given Imaging completed an 885-patient, multi- center pivotal clinical trial with the PillCam CO
Slide 15: PillCam COLON 2 accuracy
ELRON 2013 > CATALYSTS G ] v EN IMAGING PILLCAM COLON 2: High Accuracy a < > ‘Double Contrast Banu Enema v Low Accuracy Detects Only Cancer & © = direct visuazation I = Racotony,ncrect visual Yon = Init information ‘Sources: http://www guideline.gov/content.aspx?id=14346; http:/ /www.webmd.com/color
Slide 16: 2014+: CartiHeal, Notal Vision, Kyma
ELRON 2014 + CARTIHEAL NOTAL VISION KYMA ELRON
Slide 17: CartiHeal
ELRON 2014+ wy CartiHeal Elron's holding: 24% Founded in 2009; First $7.85m invested in company to date, including $2.5m by Elron. rkin) and Access Medical vestment by Elron in 2012. Other investors include Accelmed (owned by Mot Ventures. Implants for repairing cartilage and osteochondral defects i
Slide 18: CartiHeal implant results post-op
ELRON 2014+ ie e€a 1 day post-op: 6 months post-op: ELRON
Slide 19: Notal Vision
ELRON 2014+ NOTAL VISION™ Elron's holding : 23% Founded in 2000; First investment by Elron in 2003. $27m invested in company to date, including $6.5m by Elron. Remote monitoring of patients at risk of vision loss from AMD. AMD destroys sharp, central vision, necessary for common tasks such as facial
Slide 20: Kyma
ELRON 2014+ Oo + Elron's holding (through RDC): 37% + Founded in 2008; First investment by Elron in 2009. + $7.5m invested in company to date. + Miniature device for the continuous remote monitoring of chronic heart " failure (CHF) patients, inserted beneath the skin or attached to the patient's tor
Slide 21: Q2/13 Financials
ELRON Q2/13 > FINANCIALS ELRON
Slide 22: Financials: Holdings and Market Value
ELRON Q2/13 > FINANCIALS ELRON Public Holdings! (Market value as of Aug. 12,2013) Given Imaging Other holdings T joldings Private Holdings? (Book valueas of June 30,2013) Pocared BrainsGate Jordan Valley Other holdings? Total Private Holdings Financial Assets, net (as of June 30, 2013) Debt (as of J
Slide 23: Looking ahead, Elron should always understand
ELRON Looking ahead, Elron should always understand that the ever evolving changes in the high tech industry will be exponential, and therefore, success will depend on choosing the right niches in the world market in which it can maintain and improve its relative advantage. Mr. Uzia Galil, Elron's f
Slide 24: Elron: The Bottom Line
ELRON ELRON > THE BOTTOM LINE Unique access to Israel's world-class human capital, R&D resources, universities, & scientific institutions An operational holding company with the ability to provide long-term commitment to group companies Strategic alliance with Rafael and access to state of the art m
Slide 25: Visit us at elron.com
visit us at elron.com
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