Adherium Ltd. · ASX:ADR
Adherium — H1 FY2016 Earnings Presentation
33 slides from Adherium's earnings presentation, Mar 7, 2016
Slide 1: ASX announcement: Interim Consolidated Financial Report – Investor Presentation
March 7, 2016 Pages (inc this Page) 33 For personal use only ASX: ADR ASX Market Announcements ASX Limited ABN Level 4 24 605 352 510 North Tower, Rialto 525 Collins Street Melbourne VIC 3000 Company Overview Adherium is a global leader in digital health technologies which address sub optimal medica
Slide 2: Adherium Investor Presentation March 2016
For personal use only Adherium® Investor Presentation March 2016
Slide 3: Forward Looking Statement
Forward Looking Statement For personal use only The following material is of a general nature and has only been prepared as a presentation aid. This presentation does NOT contain all of the information that may be required for evaluating Adherium Limited ACN 605 352 510 (Adherium® ), its assets, pro
Slide 4: About Adherium: Transforming Chronic Disease Management
For personal use only About Adherium® Transforming Chronic Disease Management Adherium® designs, develops and manufactures digital health solutions which address sub-optimal medication use in chronic disease Our Vision Our vision is to be the largest global provider of medication use data, empowerin
Slide 5: The Solution: Adherium Smartinhaler
For personal use only The Solution: Adherium® Smartinhaler™ The leading range of medication sensors for inhaled medications globally Disease Management Advanced Sensor Pharmaceutical Brand Solutions Technologies Extension Smartinhaler™ provides a Advanced sensor technologies that Provides pharmaceut
Slide 6: Leading Digital Health Solutions
For personal use only Leading Digital Health Solutions Adherium’s 1st solution, Smartinhaler™, is the leading digital health solution for inhaled medicines used in the treatment of chronic respiratory diseases Proven in Clinical Trials Smartinhaler™ technology has been supplied to more than 63 clini
Slide 7: Highlights of the Period
For personal use only Highlights of the Period International Expansion Underway
Slide 8: Key Metrics for the Period to December 2015
REVIEW OF OPERATIONS For personal use only Key Metrics for the Period to 31 December 2015 Devices Sold, primarily commercial supply under 48k AstraZeneca Agreement (71% increase on comparative period 2014) REVIEW OF OPERATIONS Per Device Manufacturing Costs – as manufacturing 32%↓ shifts to commerci
Slide 9: Financial Summary
FINANCIAL SUMMARY Nine Months to 31 December 2016 For personal use only AUD (31 Dec ‘15) Revenue $1,602,000 48,000 devices, majority for commercial Gross profit $769,000 Transfer of volume manufacturing operations to our Asian-based contract manufacturer to achieve ~ 50% margin Research and deve
Slide 10: Normalised Loss After Tax
FINANCIAL SUMMARY Normalised Loss After Tax For personal use only AUD Net loss after tax $3,840,000 Product development costs written off $166,000 Expenses associated with securing the AstraZeneca agreement, the ASX listing and establishment of the $784,000 share register Non-cash fair value/interes
Slide 11: Outlook
For personal use only Outlook International Growth & Expansion
Slide 12: The Expanding Reach of the Smartinhaler Platform
The Expanding Reach of the Smartinhaler™ Platform For personal use only Cumulative Activated Devices (Average Quarterly Growth 59%) 25000 20000 15000 10000 5000 0 30 Jun '14 30 Sep '14 31 Dec '14 30 Jun '15 30 Sep '15 31 Dec '15 31 Mar '14 31 Mar '15 11
Slide 13: Our Clinical Outcomes Data Sets us Apart
Our Clinical Outcomes Data Sets us Apart For personal use only Improved Adherence, Reduced Exacerbations, Reduced use of Steroids & Reliever Medications all point to Healthier Patients Adherence ↑ 59% Adults OUTLOOK 180% Children Clinical Outcomes 67% Severe exacerbations (Adults) ↓ 45% Reliever Med
Slide 14: AstraZeneca Agreement
OUTLOOK For personal use only AstraZeneca Agreement 01 02 03 Expansion of Commercial Multiple Projects Spanning Entire Projects Include Programme Operations Into Major Pharmaceutical Markets Product Development Embedded and external devices for both • Europe new & existing inhalers • North America R
Slide 15: Product Development & Sales Cycle
OUTLOOK Product Development & Sales Cycle For personal use only The pathway to another commercial supply agreement with a large pharma co is well understood: Soft Clearance to Expansion Global Development Clinical Trial Commercial Market Major Markets Deployment Launch Development – Research, develo
Slide 16: Market Leaders Through Innovation and Product Development
OUTLOOK For personal use only Market Leaders Through Innovation and Product Development 01 Innovation & Development under AstraZeneca Agreement 02 Smartinhaler™ inside New devices for AstraZeneca Embedded solution for blockbuster including seeking required regulatory treatments in beta testing withi
Slide 17: Adherium Smartinhaler Platform: Clinical Trials
Adherium Smartinhaler™ Platform For personal use only The most widely used platform for monitoring medication use in the clinical trials market 31 Clinical Projects Underway OUTLOOK Clinical Trials Market 89k Devices to be deployed over the life of these projects > US$30 billion is spent each year o
Slide 18: Current trial sponsors
Adherium Smartinhaler™ Platform For personal use only Current trial sponsors include leaders of research and industry AstraZeneca (Global) GSK (USA) OUTLOOK Philips (UK, USA) Clinical Trials Market University of Western Australia (Australia) The Royal Brompton Hospital (UK) The Clinical Trials Segme
Slide 19: Sales & Marketing | Channels to Market
OUTLOOK For personal use only Sales & Marketing | Channels to Market 01 02 03 Appointment of Industry Leaders Progress Pipeline Opportunities Expand Sales Channels in Sales & Marketing Executive search & recruitment Market evaluation study in progress Payers/ Insurers process underway for experience
Slide 20: A Brave New World
For personal use only A Brave New World The Digitisation of Respiratory Medicine
Slide 21: The Market Need
For personal use only The Market Need Medication Adherence is a key issue facing healthcare providers & pharmaceutical companies <50% Children adhere to prescribed treatment Compelling Clinical Need plans1 Asthma deaths linked to sub-optimal 34% adherence2 In chronic respiratory disease, adherence i
Slide 22: Fast moving M&A and partnering activities
THE DIGITISATION OF RESPIRATORY MEDICATIONS For personal use only Fast moving M&A and partnering activities 01 Astra Zeneca & Adherium 02 Teva & Gecko 03 Novartis & Qualcomm Master Supply and Development Teva acquired Gecko Health Development agreement for an Agreement July 2015 September 2015. embe
Slide 23: Substantial Unmet Needs in Asthma & COPD
MARKET OPPORTUNITY – MANAGED CARE & DISEASE MANAGEMENT For personal use only Substantial Unmet Needs in Asthma & COPD Disease Management market opportunity is enormous 70 million active patients diagnosed 57 million active patients currently receiving treatment 20 million active patients poorly cont
Slide 24: Beyond the Inhaler
For personal use only Beyond the Inhaler New Chronic Diseases | New Drug Delivery Modalities | Monetising Data
Slide 25: The Healthcare Internet of Things
The Healthcare Internet of Things For personal use only Huge opportunity for a new class of healthcare company 8/10 healthcare dollars are spent Total US Healthcare Savings on chronic disease from Digital Technologies estimated at US$300B+ 54% Americans 50-64 & 27% of The Healthcare Internet of Thin
Slide 26: Adherium Threefold Approach
Adherium® Threefold Approach For personal use only Three Business Verticals Addressing Major Unmet Market Needs RESPI R ATO RY D ATA O THER CHRO NI C DI SE AS E S Description Market Dominance in Chronic Respiratory Monetise exponentially growing database Disease Management with Smartinhaler™ (driven
Slide 27: Data: Monetising an Exponentially Growing Data Asset
Data For personal use only Monetising an Exponentially Growing Data Asset 01 Smartinhaler™ data ownership resides with Adherium® 02 Expand Smartinhaler™ databases through international commercialization Tens of thousands of devices deployed Substantial and rapidly growing globally report data back t
Slide 28: New Applications
New Applications For personal use only Application of Adherium ® Platform to Other Chronic Diseases 01 02 03 Targeting New Disease Areas Leverage Whole-of-Platform Knowledge Accelerate Commercialisation through Partnerships Target new disease areas where annual Leverage whole-of-platform knowledge L
Slide 29: Financial & Shareholder Information
For personal use only Financial & Shareholder Information
Slide 30: Adherium Trading Summary
Adherium® Trading Summary For personal use only August 2015 Listing through to February 26, 2016 TICKER ADR IPO PRICE A$0.50 Price A$0.53 52-Week High A$0.72 A$ Market Cap A$75.875m 52-Week Low A$0.475 US$ Market Cap US$55.297m Cash in Hand 31 Dec A$30.8m / US$21.4m Shares Outstanding 143,161,230 Fi
Slide 31: Adherium Leadership
Adherium® Leadership For personal use only Experienced Team and Board 01 Executive team 02 Board of Directors Garth Sutherland Dr Doug Wilson MB, ChB, PhD, FRACP, FRCPA Group Chief Executive Officer Chairman Rob Turnbull Jeremy Curnock Cook MA Chief Financial Officer Non Executive Director Bronwyn L
Slide 32: Our Shareholders
Our Shareholders For personal use only Top 20 Shareholders December 31, 2015 R A N K N A M E % 1. ONE FUNDS MANAGEMENT LIMITED 16.64 2. K ONE W ONE LTD 7.68 3. CITICORP NOMINEES PTY LIMITED 7.63 4. MR GARTH SUTHERLAND 7.06 5. ASTRAZENECA AB 5.64 6. NATIONAL NOMINEES LIMITED 5.60 7. ICE ANGELS NOMINE
Slide 33: Thank You
For personal use only Thank You http://www.adherium.com/investors