Vitasora Health Limited · ASX:VHL
Vitasora Health — Investor Presentation (July 2022)
20 slides from Vitasora Health's investor presentation, Jul 15, 2022
Slide 1: A Medical Devices & SaaS Company
A Medical Devices & SaaS Company DELIVERING REMOTE PATIENT MONITORING (RPM) SOLUTIONS NOW 15th July 2022 Marjan Mikel (RESPIRI CEO) Respiri Limited (ASX:RSH)
Slide 2: Forward Looking
Forward Looking Certain statements made in this announcement are forward-looking statements. These forward-looking statements are not historical facts but rather are based on Respiri’s current expectations, estimates and projections about the industry in which Respiri operates, and its beliefs and a
Slide 3: Forward Looking
Certain statements made in this announcement are forward-looking statements. These forward-looking statements are not historical facts but rather are based on Respiri’s current expectations, estimates and projections about the industry in which Respiri operates, and its beliefs and assumptions. Word
Slide 4: Company Overview
Company Overview CAPITAL STRUCTURE (ASX:RSH) MAJOR SHAREHOLDERS: 14th July 2022 Proven wheeze detection IP wheezo® Citicorp Nominees Pty Ltd 3.70% Regulatory FDA/CE/TGA Netwealth Investments Ltd Super Services A/C 2.78% Indication Wheeze detection Peter Karl Braun 2.19% USA addressable RPM market ~U
Slide 5: Our Mission Our Vision
Our Mission To improve asthma management by extending care beyond the clinic C O M P A N Y S A A S Our Vision & D E V I C E S A world without the challenges of asthma M E D I C A L A
Slide 6: Executive Summary
Executive Summary Attractive USA Proven & Unique Robust Business Market Dynamic Wheezo Technology Model • 8% of Americans have asthma • Wheeze is indicative of significantly • Bespoke model through world reduced lung function class RPM provider partners • RPM is reimbursed in the USA • Proven wheeze
Slide 7: Respiratory Disorder Is A Huge Burden To The Healthcare Systems Globally, USA Included
Respiratory Disorder Is A Huge Burden To The Healthcare Systems Globally, USA Included Current RPM Solutions Asthma control test, subjective relying on patient self. Assessment unreliable. Current gold standard. Digital spirometry devices. Extremely difficult for patients to use in supervised enviro
Slide 8: Easy to use Wheezo
Easy to use Wheezo Wheeze Detection The device easily records breath sounds over 30 seconds to be analysed in the app for the presence of wheeze Algorithm: 5% Wheeze rate Equates to clinically significant wheeze.1-3 Wheeze-rate measurements continually in excess of 5% should be considered indicative
Slide 9: Integrate wheeze detection technology into established Remote Patient Monitoring Programs
Integrate wheeze detection technology into established Remote Patient Monitoring Programs Secure Cloud Storage PATIENTS HEALTHCARE PROVIDERS wheezo® respiriTM app RPM Platform Healthcare Breath sensor Patient-user interface & Clinical Staff Organizations FDA Cleared (510k, K202062) Algorithm detects
Slide 10: How It Works
Wheezo® algorithm analyses the breath recording spectrogram to detect wheeze Figure A A shows the amplitude of the recording and eight breath cycles can be seen as the waxing and waning of the sound amplitude. wheeze wheeze wheeze wheeze wheeze wheeze wheeze wheeze Figure B Shows the spectrogram of
Slide 11: Wheezo Clinical Evidence & Plan
Wheezo Clinical Evidence & Plan Studies To Date • Respiri algorithm has been extensively studied for 20 years in USA, EU, UK, Israel. • Melbourne Box Hill Hospital study data. Improved algorithm, as good as specialist with a stethoscope • Finalising clinical paper with Dr Mark Levy (GINA Director in
Slide 12: Milestones: USA Commercialisation Strategy
USA Commercialisation Strategy Delivered In Progress Next Provenapprovals Regulatory & Unique and market Physician end user/Payor Engagement with readiness. Wheezo9 months Completed Technology ahead of RPM partners Embed into standard of Care schedule • Engage Hospitals & Physicians: • Hospitals tre
Slide 13: CMS Reimbursement Opportunity RPM & Also Chronic Care Management
Centres For Medicare & Medicaid Services (CMS) Reimbursement Opportunity RPM & Also Chronic Care Management (CCM) A US patient generates up to 5 x the annual revenue of an Australian patient, with little or no out of pocket expense, unlike Australia. RPM CPT Value Descriptor Code US$ Provider sets p
Slide 14: USA A Unique Reimbursed Market
USA A Unique Reimbursed Market RPM partner buys wheezo devices from RSH ~USD50-USD60 RPM RESPIRI PARTNER (RSH) Distributor Manufacturer RPM partner pays RSH monthly per patient fee ~USD5-USD20 RPM partner Delivers RPM device and service to patient C O M P A N Y PHYSICIAN S A A S Physician claims PAT
Slide 15: USA Critical Success Factors
USA Critical Success RPM Providers with established Factors relationships & experience RPM REIMBURSEMENT • Centres for Medicare & Medicaid Services (CMS) reimburse RPM across all of USA • RPM reimbursement is mandated in 28 US states Access Telehealth, RAMP requiring private payors to cover RPM. Mos
Slide 16: Manufacturing
Manufacturing Inventory built to meet USA uptake in demand in the short to 1 medium term. Australian inventory to be redirected. ~20K wheezos on hand C O M P A N Y Wheezo 4.0 to meet COGS objectives of <AUD $50 or USD 2 $35/device. S A A S Semi-conductor/ chip issue impacting all sectors has been 3
Slide 17: USA Is Company Defining. We Are Well Placed & Ahead Of Schedule
USA Is Company Defining. We Are Well Placed & Ahead Of Schedule • Huge, physician led and reimbursed market • Best in Class RPM partners excited by wheezo RPM opportunity and annuity remuneration aligned to Respiri • Wheezo very well received by payors and physicians • 1st patient reimbursed wheezo
Slide 18: Forward Looking Statements
Forward Looking Statements Certain statements made in this announcement are forward-looking statements. These forward-looking statements are not historical facts but rather are based on Respiri’s current expectations, estimates and projections about the industry in which Respiri operates, and its be
Slide 19: Respiri Limited Risk Factors
This report identifies some of the major risks associated with an investment in the Company. The risk factors below ought not to be taken as exhaustive of the risks faced by the Company or by investors in the Company. Speculative nature of investment: An investment in Shares of the Company should be
Slide 20: Thank You.
Thank You. Marjan Mikel, CEO Marjan@respiri.co +61 408 462 873 This presentation has been approved by the Board of Respiri Limited