Anteotech Ltd · ASX:ADO
Anteotech — Shareholder Meeting (November 2021)
21 slides from Anteotech's shareholder meeting presentation, Nov 11, 2021
Slide 1: AGM Chair's Address and CEO's presentation
ASX Announcement For personal use only 11 November 2021 AGM Chair’s Address and CEO’s presentation AnteoTech Ltd (ASX: ADO) (“AnteoTech” or “the Company”) is pleased to provide a copy of the Chairman’s address together with the CEO’s presentation to the Annual General Meeting (AGM) of AnteoTech, to
Slide 2: Chair's Address
Chair’s Address AnteoTech Ltd For personal use only Annual General Meeting 11 November 2021 As we meet today, again unfortunately in a virtual format, I think we are all hopeful that we appear to be close to the end of the first phase of the pandemic here in Australia. Life and business are opening
Slide 3: Chair's Address (continued)
our presence in Europe and South East Asia, we expect to enter the US market in 2022, on the back of the Multiplex COVID/ Flu test and work on the market entry plan is well underway. My comments have focused on our accelerated strategy of moving up the value chain to be an For personal use only assa
Slide 4: Chair's Address: board and advisory boards
We have strengthened our board through the year with the addition of Ms Glenda McLoughlin and Dr. Katherine Woodthorpe, and we look forward to their contribution to the journey ahead. In addition, we were pleased to announce the establishment of our two new advisory boards, with Professor Paul Young
Slide 5: CEO Presentation - Annual General Meeting
For personal use only AnteoTech Ltd (ASX:ADO) CEO Presentation - Annual General Meeting 11 November 2021
Slide 6: Disclaimer
DISCLAIMER For personal use only Important Information The purpose of the presentation is to provide an update of the business of AnteoTech Ltd (ASX:ADO) (AnteoTech). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or cl
Slide 7: Agenda
For personal use only Agenda 1. Welcome 2. Life Science 3. Energy 4. Q&A
Slide 8: AnteoTech - Today
ANTEOTECH - TODAY AnteoTech is commercialising innovative patented technology – with revenue opportunity across two key growth sectors: For personal use only Point of Care (POC) diagnostics and Lithium-ion battery market Unique, proprietary nano-polymer technology • Proven product AnteoBind in marke
Slide 9: EuGeni - Our Revenue & Growth Strategy
EUGENI – OUR REVENUE & GROWTH STRATEGY* For personal use only Leverage Develop Accelerate CY 2022 CY 2023 CY 2024 + • Grow Revenue Streams • Maximise Product Revenues • Establish Revenue Flow • Establish key directly managed • Drive margins Grow Target • Establish key advocates of EuGeni accounts •
Slide 10: Global Lateral Flow Addressable Market
GLOBAL LATERAL FLOW ADDRESSABLE MARKET AnteoTech’s EuGeni platform and series of tests is addressing large and growing markets For personal use only Global Lateral Flow1 market is expected to $11.5B1 reach US$11.5B 2026 Global COVID - 19 RAT Market2 Market currently $5B $5B2 US COVID - 19 RAT Market
Slide 11: Positioned for Growth
POSITIONED FOR GROWTH We have strong internal capability and an expanding network of international distributors, partners and collaborators For personal use only positioning AnteoTech for growth. Capability Manufacturing Distribution Strong Scientific Team 32 Million test capacity Growing Distributi
Slide 12: CY22 - Revenue Generation Approach
CY22 – REVENUE GENERATION APPROACH Business team will drive sales and marketing processes to sell to target segments. Execution via our global For personal use only distribution network. 4. Maximise Revenues • Drive segment based marketing 1. Increase Market Footprint and sales processes into Levera
Slide 13: CY22/23 - Target Geographies
CY22/23 – TARGET GEOGRAPHIES Sales in Europe, Asia and USA are anticipated to underpin the majority of revenues in CY2022/23. For personal use only EUA regulatory pathway available. Strong demand for Existing and growing COVID-19 screening distribution network. Major market for Strong market for hos
Slide 14: Sepsis - Test Launch Early CY2022
SEPSIS – TEST LAUNCH EARLY CY2022 Market analysis highlights development of rapid diagnostic/POC techniques for early sepsis diagnosis and the development of For personal use only novel biomarkers for sepsis diagnosis are two emerging areas of opportunity. • 2017 there were 48.9 million cases and 11
Slide 15: Case Study - Pharmacy Segment - Italy
CASE STUDY – PHARMACY SEGMENT - ITALY For personal use only • Italy has a population of 60 million people and is one of the most visited countries in the world. • There are more than 18,000 mainly privately owned pharmacy chains which have recently received approval to facilitate COVID-19 testing. •
Slide 16: Energy
For personal use only Energy
Slide 17: The Anode Market Is Set for High Growth
THE ANODE MARKET IS SET FOR HIGH GROWTH Anode material demand is projected to grow at CAGR of ~19% between 2020 and 2040 – growing the For personal use only addressable market for AnteoX. 10000 • There is a large growing addressable Global anode demand by market for AnteoX 9000 active material (base
Slide 18: Our Story Is About Our IP & Capability
OUR STORY IS ABOUT OUR IP & CAPABILITY The competencies that we have built over the past years allows us to leverage our understanding of binder and cross-linker For personal use only chemistries to create advanced binder solutions. What we have demonstrated • AnteoX can significantly uplift the per
Slide 19: Seizing the Opportunity
SEIZING THE OPPORTUNITY For personal use only The combination of our competency in the Li Ion Battery development, our ability to optimise binder, silicon material properties and to create effective anode design provide us with the opportunity to move up the battery development value chain. 1. We ar
Slide 20: Energy Division Focus for CY2022
ENERGY DIVISION FOCUS FOR CY2022 Our focus for 2022 is to develop commercial partnerships, and advance and showcase the high silicon For personal use only content anode design. • Target first processing trials of AnteoX and convert to commercial agreement. • Leverage AnteoTech know how to build high
Slide 21: Questions
For personal use only Questions