Mediwound Ltd. · NASDAQ:MDWD
Mediwound — Investor Presentation (July 2022)
12 slides from Mediwound's investor presentation, Jul 12, 2022
Slide 1: Market Landscape Analysis & EscharEx Market Potential
Market Landscape Analysis & EscharEx Market PotentialKevin FengOliver Wyman
Slide 2: Market Research Has Been Comprehensive
In-depth interviews (N=30) with KOLs, community practitioners, payers in US / EU Current & future treatment dynamics Feedback on EscharEx profile and positioning Pharmacoeconomic considerations Web survey (N=200) fielded to quantify the opportunity for modeling (e.g. eligibility rate, tx rate, share
Slide 3: Chronic Wound Patient Journey: Key Sites of Care
Chronic Wound Patient Journey: Key Sites of Care Community patients may see home care nurse before wound is severe enough to be referred to clinic Outpatient Clinic Follow Up: Avg. 1-3X per week; majority receive home care follow up Hospital Inpatient (<15%*) Length of Stay: Avg. 1-2 weeks Treaters:
Slide 4: Debridement is SOC, But Method Is Not Standardized
Debridement is SOC, But Method Is Not Standardized Thorough Patient History Rule out infection, x-ray or culture if needed Assess perfusion / blood flow Assess need for debridement Basic Wound Work-Up Advanced Wound Care Debridement needed (~70% DFUs, ~55% VLUs) Debridement not needed (~30% DFUs, ~4
Slide 5: Triangulation Indicates 1M VLUs and 1.1M DFUs Annually Eligible for Debridement
2022 US DFU Epidemiology Estimate 2022 US VLU Epidemiology Estimate Triangulation Indicates 1M VLUs and 1.1M DFUs Annually Eligible for Debridement 1.1M active DFUs in a given year 70% of DFUs undergo debridement 770K DFUs undergoing debridement in a given year Millions of Patients 1.0M incident pat
Slide 6: VLU Debridement Approach Driven By Site Of Care; Sharp Remains SoC
*Estimates are based on small study (N=12) VLU Debridement Approach Driven By Site Of Care; Sharp Remains SoC Across Wound Care Clinics Current Debridement Practices* Commentary “All DFU / VLU patients get sharp debridement. If they are able to tolerate it, it is probably the most effective debridem
Slide 7: Current Enzymatic Use is Limited, Due to Perception of Low Efficacy and High Cost
Current Enzymatic Use is Limited, Due to Perception of Low Efficacy and High Cost Current Enzymatic SOC Perception Commentary Efficacy Less Favorable More Favorable Safety Less Favorable More Favorable Dosing & Administration Less Favorable More Favorable Cost Less Favorable More Favorable Efficacy:
Slide 8: Unmet need for efficacious and affordable non-sharp alternatives
Physicians note that while sharp is efficacious and affordable, there remain situations where sharp cannot be utilized, driving unmet need for efficacious and affordable non-sharp alternatives: Speed: Ideal product should work faster than current topical modalities, as speed of debridement cited by
Slide 9: EscharEx Perceived As Highly Efficacious, Demonstrating Clear Benefit Over Current Options
EscharEx Perceived As Highly Efficacious, Demonstrating Clear Benefit Over Current Options EscharEx Perception by Attribute Perception of efficacy is extremely favorable, with HCPs immediately noting EscharEx’s faster speed of debridement vs. current agents Primary and secondary clinical endpoints b
Slide 10: Minimal Issues with EscharEx Safety Or Dosing & Administration
Minimal Issues with EscharEx Safety Or Dosing & Administration “My perception wouldn’t change from 5 to 8 applications. I mean current enzymatic treatment, it’s 100 applications, you know. So, they could go to 20 applications, and it still wouldn’t make any difference to me.” –Dermatologist #2 (Non-
Slide 11: HCPs Reported Expansion of Enzymatic Use Drawing From Other Classes
Given Strong Profile of EscharEx, HCPs Reported Expansion of Enzymatic Use Drawing From Other Classes Future Debridement Practices HCPs expect aggressive expansion of enzymatic segment across VLUs & DFUs, with slightly higher use in VLUs given additional barrier that pain poses to sharp use; similar
Slide 12: U.S. Market Opportunity: EscharEx TAM ~$2B
~2.1M VLU and DFU patients eligible for debridement in a given year 55% - 70% Percentage of wounds debrided 43% Percentage debrided by enzymatic methods (Research indicates that EscharEx can expand enzymatic market (~20% debrided by enzymatic methods today) if superior to current enzymatic agent and