Optiscan Imaging Limited · ASX:OIL
Optiscan Imaging — Shareholder Meeting (November 2012)
26 slides from Optiscan Imaging's shareholder meeting presentation, Nov 20, 2012
Slide 1: Annual General Meeting
For personal use only Annual General Meeting Notting Hill, VIC, Australia 20 November 2012 1
Slide 2: Review & Update
For personal use only Review & Update Angus Holt – Executive Chairman Annual General Meeting Notting Hill, VIC, Australia 20 November 2012 2
Slide 3: Disclaimer
Disclaimer This presentation has been produced by Optiscan Imaging Limited (“Optiscan”) only and may contain forward-looking statements that For personal use only are based on management’s current expectations, beliefs and assumptions and are subject to a number of risks and uncertainties. The forwa
Slide 4: Pioneers and leaders in live micro imaging technology
For personal use only Pioneers and leaders in live micro imaging technology and systems allowing real time, in-vivo visualisation of tissue at a cellular level leading to improved, earlier, minimally invasive diagnosis and treatment 4
Slide 5: Review & Update
Review & Update For personal use only H1 2012 Delivery of first generation-2 flexible HD endomicroscope H1 2012 First royalties from Pentax re generation-1 March 2012 US CPT codes approved for the use of endomicroscopy in the GI tract May 2012 Delivery of the findings of an international mul
Slide 6: The next months – our objectives
The next 12 months – our objectives For personal use only Further strengthening of personnel infrastructure FDA & CE clearance of Zeiss systems Commencement of commercial sales of regulatory cleared product to Zeiss Entry to the flexible endomicroscopy market with generation 2 Continued sales o
Slide 7: Mission
Optiscan - Mission To provide benefits across the treatment chain: For personal use only • Patients • Physicians • Treatment facilities • Health systems By bringing high quality minimally invasive microscopy to the patient enabling earlier, more accurate and efficient cancer detection, diagnosis and
Slide 8: Mission…a reality in GI
Optiscan – Mission…a reality in GI For personal use only 2nd gen endomicroscope HD definition CCD camera scanner provides fast scanning reveals suspicious areas with and ultra-high definition “virtual stunning clarity biopsies”
Slide 9: Markets /1
Optiscan – Markets /1 An independently assessed annual addressable market of >$1bn within For personal use only the $7bn (5% CAGR) medical endoscopy market Presently addressed or immediately addressable: • Flexible endomicroscopy • >20k procedures to date • >150 systems (Optiscan) installed worldwid
Slide 10: Markets /2
Optiscan – Markets /2 • Rigid endomicroscopy For personal use only • Neurosurgery exclusively partnered with #1 player in the field, Carl Zeiss Meditec • 2 clinical trials complete • Target FDA/CE 2013 • Price inelastic market • Research endomicroscopy • >50 systems installed worldwide • Oncology, n
Slide 11: Future Markets
Optiscan – Future Markets For personal use only • Multiple further near term GI applications • ENT • Ophthalmology • Women’s health – endometriosis, cervical cancer, breast • Prostate (robotic) • Liver • Pancreas • Lung & Pleura • Skin 11
Slide 12: The Technology
For personal use only The Technology
Slide 13: Capabilities
Optiscan - Capabilities For personal use only Strong R&D team and pipeline 50 long life patents and growing ISO 13485 and 9001 accredited Large capacity state of the art manufacturing 13
Slide 14: Trials and Validation
Optiscan – Trials and Validation For personal use only 14
Slide 15: Business Model – towards profitability
Optiscan – Business Model – towards profitability For personal use only Develop world leading microscopy systems for live micro imaging (continuing R&D) Partner with relevant market leaders and leverage their existing and proven marketing and distribution channels Sources of revenue System s
Slide 16: Unlocking the world of Live Micro Imaging (LMI) technology
For personal use only Peter Delaney Director of Technology Annual General Meeting Notting Hill, VIC, Australia 20 November 2012 Unlocking the world of Live Micro Imaging (LMI) technology
Slide 17: The Rise and Rise of Endomicroscopy
The Rise and Rise of Endomicroscopy For personal use only Peer reviewed publications describing clinical use of Optiscan’s technology 400 350 300 250 Reviews 200 Original Studies 150 100 50 0 2007 2008 2009 2010 2011 2012
Slide 18: Recognition - CPT Codes
recognition - CPT Codes For personal use only • CPT – Current Procedural Terminology • Standard method in US for listing medical procedures • Pre-requisites for coding: – that the service/procedure has received approval from the Food and Drug Administration (FDA); – that the suggested procedure/serv
Slide 19: Multicentre trial data unveiled - DDW 2012
Multicentre trial data unveiled - DDW 2012 For personal use only • Multicentre, international randomised controlled study – Barrett’s esophagus – (growing incidence, over 1million procedures per year) – 6 centres, 178 patients – 50% biopsy reduction – 2-fold increase in diagnostic yield – Changed tr
Slide 20: Optiscan's Opportunity
Optiscan’s Opportunity For personal use only • Now well known – high profile in GI • CPT codes (upper GI) in place January 2013 • Level 1 evidence soon to be published • Market development phase coming to conclusion • Case for reimbursement established - key uptake driver • Optimal time for Optiscan
Slide 21: OPTISCAN – at an inflection point
OPTISCAN – at an inflection point For personal use only Strong IP (50 patents) and R&D pipeline Quality accredited – ISO 13485 Significant partner (Zeiss, Pentax) and trial validation Independent competitor comparison trials show Optiscan superior Proven regulatory clearance history since 20
Slide 22: Formalities and Notice of Meeting
For personal use only Formalities and Notice of Meeting Annual General Meeting Notting Hill, VIC, Australia 20 November 2012 22
Slide 23: AGM /1
Optiscan – AGM /1 For personal use only To consider the accounts for the year ended 30 June 2012, together with the reports of the directors and auditors. The company has received proxy votes totalling 45,138,273 shares, representing 28.4% of the issued capital. I declare that the proxies as tabl
Slide 24: AGM /2
Optiscan – AGM /2 For personal use only Resolution 1: That the Remuneration Report included in the Annual Report for the year ended 30 June 2012 be adopted. Of the total proxies received 98.8% representing 44,598,985 shares were in favour of the resolution or appointed the Chairman to vote on th
Slide 25: AGM /3
Optiscan – AGM /3 For personal use only Resolution 2: That Angus Holt, a director retiring by rotation in accordance with the Company's constitution, being eligible and having signified his candidature for the office, be re-elected a director of the Company. Of the total proxies received 99.9% r
Slide 26: AGM /4
Optiscan – AGM /4 For personal use only Resolution 3: That, in accordance with Australian Stock Exchange Listing Rule 7.4, shareholders ratify the issue of 17,831,241 fully paid ordinary shares on the dates and at the prices set out in the explanatory memorandum accompanying the Notice of Meeting
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