Avita Medical, Inc. · NASDAQ:RCEL
Avita Medical — AVITA Therapeutics — Investor Presentation (August 2020)
34 slides from Avita Medical's investor presentation, Aug 28, 2020
Slide 1: AVITA Therapeutics
A Therapeutics ir. Mike Perry, CEO em 2020
Slide 2: Disclaimer
Disclaimer This presentation is made available by AVITA Therapeutics, Inc. "AVITA’, the Company’, or "we")Itis intended to provide background informaton only, and may not be reproduced or redistributed in whole orn part nor may ts contents be disciosed to any other person ‘This presentation may incl
Slide 3: AVITA Therapeutics: Spray-On Skin
AVITA Therapeutics: Spray-On Skin™ + Soft Tissue + Traumatic Wounds Spray-On Skin Enables Skin Regeneration RECELL harnesses the si 's own regeneration capabili + Standard of care enabling technology + Donor skin-sparing + activated mechanism + point-of-care + Deep scientific and clinical pedigree +
Slide 4: PMA Label Expansion & 10,000 Patients Treated Globally
PMA Label Expansion & 10,000 Patients Treated Globally nds ers rants, Patients nstudes) 4201 Bums 12 @, aA apron cca >20 ‘Acommon goa: Yay? RECELL Eull skin restoration 163 Non-Healing 40 (Re-epthelialization Destiskad Wounds (OFU, VLU) and re-pigmentation) 481 Defects/Vitiigo 39 408 Acute Wounds 15
Slide 5: Treating Skin Injury is Unchanged for More Than Years
Treating “Skin Injury” is Unchanged for More Than 50 Years Dermatome skin harvesting from naw donor ste New (sec 1) donor wound created via skin harvesting KEY SHORTCOMINGS OF STSG Large donor area required Multiple complex, costly, surgical procedures Pain associated with donor site Risk of infecti
Slide 6: Challenges with Split-Thickness Skin Graft Outcomes
Challenges with Split-Thickness Skin Graft Outcomes Scarring, functional impairment, pigmentation, infection Donor Site Infection Risk Donor Site Scarring / Failure to Heal Pigmentation and Discoloration ‘Scarring, Atrophy, Contracture 7 . Scarring, re-operations, excessive pain, infection, contract
Slide 7: RECELL Spray-On Skin Treats 80cm² of Skin from a 1cm² Biopsy
RECELL Spray-On Skin™ Treats 80cm? of Skin from a 1cm? Biopsy Cll Harvesting Device that delivers Spray-On ‘Skin™ Cells within 30 minutes atthe point ofeare 4 RECELL’ ) AUTOLOGOUS Fresh (non-cultured celts) with th ACTIVATED —) Sreceage healing cascade” ‘Treatment area = 80x donor area DONOR SPARING
Slide 8: RECELL's Free Edge Advantage
RECELL’s “Free Edge” Advantage Healing Process RECELL Healing Process RECELL Free edge limits signaling to wound Boundary (outside In) ‘Spray-On Skin™sgnals rom within the wound (inside-out) + The wound boundary acts as 2 "ree edge” between injured and + RECELL uses the pationts skin to create a cel
Slide 9: RECELL Delivers Life-Changing Outcomes
RECELL Delivers Life-Changing Outcomes ose 4 deh Treatment ay ay? ay 2 Reintroduction of melanocytes resulted in an excellent cosmetic outcome No facial contracture release surgery required Discharged in 24 days Compassionate Use case ‘12.year-old girl with 2nd-degree facial burn and widespread 3rd-
Slide 10: Flexible Treatment Offering — Small Burns & Pigmentation
Flexible Treatment Offering — Small Burns & Pigmentation Day 1, patent was discharged 2 months postop, paint with 100% reepthelatzation and ‘continued t show ro signe of fection or ‘eplgmenttion os ciecicame
Slide 11: Promote Healing in Challenging Areas
Promote Healing in Challenging Areas 1 Week (ALT ook, ‘ncaa wahalagatt Spray-On 95% reepithelaization ‘shin Cols wore applied ‘occured ALS months, minimal scaring and Consistent pigmentation were seen spite an anatomical callnging 3760 =
Slide 12: Leveraging Premarket Approval in a Multi-Billion Serviceable Market
Leveraging Premarket Approval* in a Multi-Billion Serviceable Market SKIN INJURY $340M + Trauma (IDE)| ‘Uaeerations *Degloving 9 Q r BC Outpatient + HiVolume Trauma Centers? Burn Centers (BC) avita SKIN FLAWS / DEFECTS $750M Cell & Gene Therapy Vitiligo (IDE) 3 IDEs for registration studies in pedia
Slide 13: Skin Injury
Skin Injury avita .
Slide 14: Skin Injury: Significant Opportunity + Concentrated Target
Skin Injury: Significant Opportunity + Concentrated Target rurure racers: Dy CURRENT TARGET: 132 Burn Centers + 234 High Volume Trauma Centers 366 High Volume sy 44 ‘Acute Wound y Grafting Sites ——— {uate BURNS TRAUMA $34oM $430M Large Bums Trauma Skin Grafts, Small Burns Degloving, Bus ScaldsiPedia
Slide 15: RECELL Target: Skin Injury Framework
“¥ RECELL’ TARGET Skin Injury Framework ‘Superticil Wound ‘Superficial Baad ssn Pactal EulThickness ‘Thekness Wound ‘leks Wound Wound hula LLZ. « LA 4 ‘Wound Depth e189 ert saa09% om “otal Bay SuTace Area (VASA) Alteted avita ee a ©
Slide 16: 1st Premarket Approval Treatment in Burns in 20 Years
Moan Donor Area (en?) 1st Premarket Approval Treatment in Burns in 20 Years Dual multi-center, randomized, controlled premarket approval studies Pivotal Trial #1 (101 Patients) ee Pivotal Trial #2 (31 Patients) RECELL (alone) versus SoC (STSG) in RECELL (with widely expanded graf) versus STSGin Seco
Slide 17: Published Health Economic Savings — Patient & Hospital Benefits
Adar Published Health Economic Savings — Patient & Hospital Benefits p RECELL Reduces Overall Hospital Costs Transforming Care Reduces costs and accelerates recovery by decreasing the numberof painful procedures and length of stay in hospital zy ) eet tos) REGELCioca burn coter sath 20 patents et pa
Slide 18: Soft Tissue Grafting
Soft Tissue Grafting Road rash Traumatic Wounds latrogenic (Surgically generated) Skin cancer Abrasions HOOO® 5 Times Larger Than Burns Significant Strong Interest Unmet Need In RECELL Synergistic with Current ‘Commercial Efforts Reduction of donor site 89% of respondents 70% of accounts ‘morbidity
Slide 19: Pediatric Patients
Pediatric Patients A unique subset 30% of burns occur between 1 and 15 years of age ~46% Estimated to be associated with scalds Scalds frequently present as “indeterminate depth’ burns Skin defects healing > 3 weeks have @ much higher rate of hypertrophic scarring Both painful donor sites and autogr
Slide 20: Strong Adoption of the RECELL System
Strong Adoption of the RECELL System* Pua | | Early Commerdialzeton Underway el Rew = e RECELL System procedural growth since PMA avita
Slide 21: Skin Flaws / Defects
Skin Flaws / Defects avita .
Slide 22: 1,000 Vitiligo Patients & Peer-Reviewed Publications Showing Benefits
1,000 Vitiligo Patients & 8 Peer-Reviewed Publications Showing Benefits SIGNIFICANT UNMET NEED RECELL VALUE PROPOSITION Up to 2% of the population affected * Over 4,000 vitligo patients treated internationally wihRECELL (65M in the US)* + 8 publications of RECELL in vitiligo with positive outcomes +
Slide 23: Significant Opportunity for a Single, Curative Therapy
Significant Opportunity for a Single, Curative Therapy FIRST LINE ‘Medical Management Phototherapy and Laser’ ‘With Topicals” (Coticosteroids, CCalcineurin inhibitors) + 2ireatments per ‘week for 3-6 months + Limited efficacy + Poor patient ‘compliance + Potential skin trophy Potential cancer risk S
Slide 24: Meaningful Experience in Chronic (Non-healing) Wounds
Meaningful Experience in Chronic (Non-healing) Wounds THE OPPORTUNITY RECELL VALUE PROPOSITION ‘Chronic wounds (e.g. VLUs) filto RESET Gat toa 291 80% ofthe time : ick starts healing by providing healthy ui dealt. phenotype single skin eos ety to the wounded Falure to heal eads to pain, exudate(VLU)
Slide 25: Cell / Gene Therapy
Cell / Gene Therapy avita .
Slide 26: RECELL in Genetic Skin Defects
RECELL in Genetic Skin Defects a. >> > RECELL delivers healthy epidermal RECELL as a delivery platform for ‘cells from one part to another... ‘modified epidermal cells...
Slide 27: Exploring Cell-Based Gene Therapy for Epidermolysis Bullosa (EB)
Hoy Exploring Cell-Based Gene Therapy for Epidermolysis Bullosa (EB) Debittating Curative Skin tagity, sabi, cancer Correct unceriing goneti dest High unmet need pariah No FDA aproved raiment shorten ne to Westent Rare Aesthetic ~2.8 permiion in be US ‘Scares hating Cost burden Durable ‘care of $204
Slide 28: RECELL Well-Suited to Rejuvenation
RECELL Well-Suited to Rejuvenation + Americans spend >$16.5B in aesthetic procedures annually ‘+ >3M aesthetic procedures per year (US) aimed to improve skin tightness, texture & evenness in skin tone + Consumers desire superior results over current offerings with a single treatment Avita is in late
Slide 29: Corporate
Corporate
Slide 30: COVID-19 Pandemic Update
COVID-19 Pandemic Update BURN BUSINESS. STUDIES & SUPPORT Noninv Peete Ene FaldPoripaten a spp Fabcuineceyscinterntoane || 0 kesnaranterepcneane rattan ||| - cargoes auniace Toeoeteen eae omiooloea oy maa popentnpanenet - Ginpocearn arts ard + Tarlo esr va «alee spit arson eT Sct + Manufacturing uni
Slide 31: Adapting to Meet the Needs of Patients and Customers
Adapting to Meet the Needs of Patients and Customers aoe) ‘Communications ‘Support Interactive Virtual Digital Trainings Promotion Virtual Events At Burn Conferences Remote Case Support avita °
Slide 32: Intellectual Property
Intellectual Property Cell Suspension Preparation Technique / Device + Commercial RECELL device, composition of ‘matter, and associated methods of use Cell Suspension And Use Thereof ‘+ Method of preparing cell suspension with ‘exogenous agent to promote wound healing ‘Method And Composition for Epi
Slide 33: Experienced Leadership Team
Experienced Leadership Team — — ses wSeeook oe Wovarnis HéartWere" Speehfc ATP ¢PDL Foe eonove orem men een KPMG
Slide 34: AVITA Therapeutics: Spray-On Skin
AVITA Therapeutics: Spray-On Skin™ + Soft Tissue + Traumatic Wounds Spray-On Skin Enables Skin Regeneration RECELL harnesses the si 's own regeneration capabili + Standard of care enabling technology + Donor skin-sparing + activated mechanism + point-of-care + Deep scientific and clinical pedigree +
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