Tali Digital Ltd · ASX:TD1
Tali Digital — Investor Presentation (April 2022)
24 slides from Tali Digital's investor presentation, Apr 6, 2022
Slide 1: ASX Announcement: Investor Presentation
ASX Announcement 6 April 2022 ASX Release Investor Presentation Melbourne, Australia, 6 April 2022: TALi Digital Ltd (ASX: TD1, “TALi” or “the Company”) provides an updated investor presentation. The Board has approved this ASX Announcement. STEPHEN DENARO COMPANY SECRETARY CONTACT Corporate Investo
Slide 2: TALi Digital (ASX: TD1) Investor Presentation
T A L i DIGITAL (ASX: TD1) Investor Presentation April 2022 talidigital.com
Slide 3: Forward-looking statements
Forward-looking statements Certain statements in this announcement are forward-looking statements. Forward-looking statements can generally be identified by the use of words such as “anticipate”, “estimate”, “expect”, “project”, “intend”, “plan”, “believe”, “target”, “may”, “assume” and words of sim
Slide 4: Investment highlights
TA L i Digital Investment highlights. $ Market opportunity Evidence-based A patented platform Clinically validated US$20B global treatment practice A patented platform for cognitive FDA, TG A a n d CE-mark (TALi market opportunity 1 . An evidence-based a n d function assessment, treatment T R A I N
Slide 5: Non-executive board
Non-executive board Sue MacLeman Jefferson Harcourt Dr David Brookes David Williams Non-Executive Chair Non-Executive Director Non-Executive Director Non-Executive Director Sue has more than 30 years’ Mr Harcourt has over 15 years Dr. Brookes has David brings extensive experience as a of experience
Slide 6: Organisation structure
Organisation structure TALi Digital Limited Board Executive Committee Technology Product Research & Finance/ HR / Marketing Team Development Clinical Admin T A Li DIGITAL (A SX: TD1) Investor Presentation | April 2022 | 5
Slide 7: A growing problem for children and families
A growing problem for children and families Childhood in-attention is an under-recognised problem. TALi offers an accessible solution for detection and meaningful assistance through training, at the crucial early-learning phase. An estimated 30% of children Of those, 7-14% in Australia TALi helps em
Slide 8: The brain and cognitive performance
The brain and cognitive performance The concept of neuroplasticity and delivering evidence based digital solutions is at the core of T A L i . Neuroplasticity or brain plasticity is the ability of the brain to modify its connections or re- wire itself. Thus intervention (the earlier the better) ca n
Slide 9: The scale of the global paediatric cognitive opportunity
Target condition: Inattention, A D H D, A S D The scale of the global paediatric cognitive opportunity. 136 million US$20B global 241% increase children drug therapy in prevalence Inattention A D H D (Attention Deficit AS D (Autism Spectrum Disorder) An estimated 136 million children 1 have Hyperact
Slide 10: TALi — proven digital assessment and training
TA L i — proven digital assessment and training A simple, low cost early detection and training platform: “TALi”. Software as a Medical Device (SAMD) delivered by prescription model D E T EC T TRAIN Evidence-based to target neurological Digital training Digital assessment conditions — starting with
Slide 11: The TALi growth strategy
Strategy The TA L i growth strategy. $ $ Licensing deal Milestone and International Beyond A D H D IP portfolio Exclusive US-market royalty payments markets Cognitive applications An IP portfolio that places licensing deal with global Significant expected Progressing additional beyond ADHD. Suitable
Slide 12: Akili Interactive
Akili Interactive Akili is a global leader in digital therapeutics. Private US-based company backed by leading venture capital firms. Flagship product is EndeavourRx ® • Prescription digital treatment to improve attention function in children a g e d 8–12 years Completed a US$160M debt a n d equity
Slide 13: Access to large and growing US market in ADHD treatment
Access to large and growing US market in ADHD treatment Market opportunity • US is largest global market for treatment of A D H D globally 1 • 5 0 % of parents of children with A D H D willing to try 6.1m non-pharmacological treatments 2 children (2-17 years) • H e a l t h ca re p ro v i d e rs n e
Slide 14: Significant milestones and royalty payments
Significant milestones and royalty payments T A L i will be entitled to receive estimated total milestone payments up to AU$51m (US$37.5m) plus royalties. Indicative timeframe N ow F Y 23 F Y 2 3 onwards Additional clinical clearance FDA clearance Future sales/royalties • Clinical development a n d
Slide 15: TALi strategy to leverage US partnership for other revenue opportunities
Additional markets T A L i strategy to leverage US partnership providing foundation for other revenue opportunities. Progressing additional Additional clinical data commercial discussions in to support reimbursement other international markets submission in AU market • Potential regions include Japa
Slide 16: Building diversified revenue base through direct to consumer model in India
Indian partnership strategy (The Times Group) Building diversified revenue base through direct to consumer model in India. Commercial rollout in India TALi entered a n investment agreement a n d a n advertising agreement with Brand Capital Worldwide Inc. (BCI), announced in December 2020. BCI is the
Slide 17: TOI campaign analysis
Indian partnership strategy (The Times Group) TOI campaign analysis PHASE 1 & 2 THROUGH TO NOVEMBER 2021 During 2021, Times Of India (TOI) delivered comprehensive campaigns for TALi's MVP across their Print, Radio, Online and Social networks. CONSIDERATION - Early identification benefits - Advertise
Slide 18: Every Child Deserves an Applause. De tali!
Indian partnership strategy (The Times Group) Every Child Deserves an Applause. De tali! PHASE 3 APRIL 2022 T A Li DIGITAL (A SX: TD1) Investor Presentation | A p r i l 2022 | 1 7
Slide 19: Consumer channel strategy
Refocus on Consumer and HCP model in Australia Consumer channel strategy LAUNCH OF D2C CHANNEL MID 2022 1. Assigning Value to TALi Detect: Parents are already completing Detect on their own CONSIDERATION - Early identification benefits demonstrating interest - Advertise Assessment App 2. Promoting T
Slide 20: Reframing the solution
Refocus on Consumer and HCP model in Australia Reframing the solution Empower Intervene earlier Clinical Outcomes CONSIDERATION - Early identification benefits - Advertise Assessment App ENGAGE - Download Assessment App - Complete Assessment Tali RAGo • School readiness product • Medical Device • Mo
Slide 21: Leveraging our patents to become a key ecosystem participant
IP portfolio Leveraging our patents to become a key ecosystem participant. Canada European Patent Exam requested Convention (and U K ) (21 January 2020) Intention to grant declared (22 July 2021) Japan U SA Patent granted Patent granted (23 October 2020) (14 April 2020) Australia New Zealand Patent
Slide 22: The building blocks of future revenue growth
TA L i growth strategy The building blocks of future revenue growth. $ $ Validate technology Expand application Layer recurring revenues Build international Clinical program in largest market: for attention Diversification: partnerships difficulties Working with global leaders: • Additional data a n
Slide 23: Investment highlights
TA L i Digital Investment highlights. $ Market opportunity Evidence-based A patented platform Clinically validated US$20B global treatment practice A patented platform for cognitive FDA, TG A a n d CE-mark (TALi market opportunity 1 . An evidence-based a n d function assessment, treatment T R A I N
Slide 24: TALi — Personalised game changing experiences to enhance cognitive function and behaviour
TA L i — Personalised game changing experiences to enhance cognitive function and behaviour from any digital device. For further information please contact the TALi Digital team: e. Investors@talidigital.com |p. 1300 082 013 |w. talidigital.com