4dmedical Ltd. · ASX:4DX
4dmedical — Bell Potter Healthcare Conference 2022
47 slides from 4dmedical's conference presentation, Nov 8, 2022
Slide 1: The Future of Lung Health
For personal use only The Future of Lung Health Investor Presentation 4DMedical Limited (4DX) Bell Potter Healthcare Conference November 2022
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by 4DMedical Limited (ACN 161 684 831) (Company or 4DMedical). This presentation contains summary information about the Company, its subsidiaries and the entities, businesses and assets they own and operate (Group) and their activi
Slide 3: Accelerating commercial progress
Accelerating commercial progress For personal use only Mar- Jul 22 31 Aug 22 30 Sep 22 19 Oct 22 25 Oct 22 Making Major success Continuing 4DMedical 4DMedical significant as Vanderbilt engagement progress release of progress across ‘burn pit’ trial with legislators, towards full CT LVAS™ in all area
Slide 4: Market opportunity
For personal use only Market opportunity Respiratory diagnostics
Slide 5: Global market opportunity: USD $31.3 billion p.a. global spend
Global market opportunity: USD $31.3 billion p.a. global spend • The market segmentation by the number of procedures. For personal use only Market Opportunity by Country2 Country Spend (USD) Procedures US 13,716M 73.5M X-ray Procedures 253m Others 4,964M 59.8M Germany 2,678M 20.3M Technology Expendi
Slide 6: U.S. market opportunity: Veterans' health in the United States
U.S. market opportunity: Veterans’ health in the United States For personal use only The U.S. PACT Act is set to appropriate USD $280 billion in additional funding over ten years for affected veterans • 3.5 million U.S. troops have been exposed to toxic burn pits since 1991. • Recognition of the imp
Slide 7: Respiratory diagnostics are failing us
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 CT: 1971 Nuclear Medicine: 1971 4DMedical Limited| Investor Presentation | November 2022 7
Slide 8: Respiratory diagnostics are failing us: spirometry
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 1D technology 2D technology Accurate but insensitive Inexpensive, but tells us very 20.9% global market procedures little about airflow 67% market Cost Spirometry: USD $72; Complete PFT: USD $750 CT: 1971 Nucle
Slide 9: Respiratory diagnostics are failing us: X-ray
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 1D technology 2D technology Accurate but insensitive Inexpensive but tells us very 20% market little about airflow 67.05% global market procedures Cost USD $120 (Average estimated) CT: 1971 Nuclear Medicine: 19
Slide 10: Respiratory diagnostics are failing us: CT
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 1D technology 2D technology Accurate but insensitive Inexpensive, but tells us very 20% market little about airflow 67% market Cost USD $525 (Average estimated) Advantages: 3-dimensional scan (can’t miss featur
Slide 11: Respiratory diagnostics are failing us: nuclear medicine
Respiratory diagnostics are failing us For personal use only Spirometry: 1846 X-ray: 1895 1D technology 2D technology Accurate but insensitive Inexpensive, but tells us very 20% market little about airflow 67% market Cost VQ Scan: USD $1,503 (Average estimated) Advantages: Perfusion analysis capabil
Slide 12: Introduction to XV Technology®
Introduction to XV Technology® For personal use only 12
Slide 13: Advantages of existing modalities in a single platform
Advantages of existing modalities in a single platform For personal use only Functional insight Comparable High-detail of spirometry radiation dose resolution at a regional level to X-ray of a CT scan Improved clinical Faster, more efficient Competitive pricing outcomes testing using existing below
Slide 14: Demonstrating clinical application
For personal use only Demonstrating clinical application
Slide 15: Demonstrating clinical utility: Reliability & repeatability
Demonstrating clinical utility: Reliability & repeatability For personal use only Age 30’s Indications Baseline Sex Male Healthy male with no signs of disease Summary • XV LVAS® validated assessment of regional lung function. • XV Technology® proved the reliable repeatability of findings. TV VH VDP
Slide 16: Demonstrating clinical utility: Silicosis
Demonstrating clinical utility: Silicosis For personal use only Age 36 Indications Baseline Sex Male Novel treatment for a Severe Progressive Silicosis related Occupational Lung Disease Summary • At baseline, there are advanced changes of chronic, complicated silicosis as marked by nodular coalescen
Slide 17: Demonstrating clinical utility: COPD
Demonstrating clinical utility: COPD For personal use only Age 60 Indications Baseline Sex Male Prior biologics therapeutic for re-current exacerbation of moderate obstructive lung disease Summary • SOB for further investigation. • At baseline CT was unremarkable. Placed on biologics for history of
Slide 18: Demonstrating clinical utility: Long Covid-19
Demonstrating clinical utility: Long Covid-19 For personal use only Age 52 Indications Baseline Chest CT: Acute COVID- 19 infection Sex Female Long Covid symptoms Summary • Patient hospitalised for COVID-19. • During admission chest CT observed peripheral ground-glass and consolidative pulmonary opa
Slide 19: Demonstrating clinical utility: Assessment of hiatal hernia
Demonstrating clinical utility: Assessment of hiatal hernia For personal use only Age 69 Indications Hiatal Hernia CT scan XV LVAS® scan Sex Female • History of COVID-19 • Gastric esophageal reflux disease • Recurrent chest infections Summary • CT imaging indicated a large hiatal hernia. • XV LVAS®
Slide 20: Commercialisation
For personal use only Commercialisation
Slide 21: Commercialisation: Two pillar strategy
Commercialisation: Two pillar strategy For personal use only Clinical trials Commercial pilots Research partners delivering the body of Physicians gaining familiarity with technology and scientific evidence for clinical use business case for clinical adoption Who Why Who Why • Assess holistic region
Slide 22: Commercialisation: Johns Hopkins COPD trial result
Commercialisation: Johns Hopkins COPD trial result For personal use only • Has the capability of assessing regional ventilation defects, which is critical to optimising therapies. • Is a repeatable lung assessment tool in a cohort of COPD patients. • Illustrates distribution of airflow within the lu
Slide 23: Commercialisation: Burn pit trial results
Commercialisation: Burn pit trial results For personal use only • PDRS is not detectable by Spirometry, X-ray or XV clinical trial outputs displaying ventilation variation CT only via surgical biopsy. HEALTHY DISEASED • 4DMedical’s XV Technology® detects the presence of constrictive bronchiolitis (‘
Slide 24: Progressing clinical trials
Progressing clinical trials For personal use only Completed Studies Imaging Complete Imaging in Progress Pneumonitis Lung Transplant BLVR PH COPD Paediatric CF Cedars Sinai Duke University University of Miami Cleveland Clinic Oregon Health & Johns Hopkins Science University XV LVAS® XV LVAS® XV LVAS
Slide 25: CT LVAS™ product release in Australia
CT LVAS™ product release in Australia For personal use only • CT LVAS™ provides an similar report to XV LVAS® but utilises widely available CT imaging infrastructure (instead of X-ray). • Provides clinicians and patients with the benefits of XV Technology®, significantly growing the accessibility of
Slide 26: Commercialisation: Penetration of Australia has commenced
Commercialisation: Penetration of Australia has commenced For personal use only • Three-year contract signed with Australia’s largest radiology provider I-MED with a 250-site network. • Successfully rolled out the Company’s XV Technology® across nine sites spanning Australia and Tasmania. I-MED • Re
Slide 27: Commercialisation: U.S. growth and opportunities
Commercialisation: U.S. growth and opportunities For personal use only • The PACT Act legislation removes the burden of proof on veterans and provides an additional USD $280 billion to be spent over 10 years. • Ensuring veterans get the care they need includes ensuring that they are screened for tox
Slide 28: Product pipeline
For personal use only Product pipeline
Slide 29: An evolving product pipeline
An evolving product pipeline For personal use only 4DMedical Current product XV LVAS® CT LVAS™ CT:VQ software offering release (ventilation) (ventilation) (ventilation / perfusion) Image acquisition modality X-ray XV Scanner CT (existing hospital & radiology (existing hospital & radiology (4DMedical
Slide 30: An evolving product pipeline
An evolving product pipeline For personal use only • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution 4DMedical software offering Fluoroscopy Computed Tomography XV Scanner (X-ray) (CT) (XVD) Image acquisition modality Ventilation (XV) XV LVAS® CT LVAS™ Rapi
Slide 31: Experienced Team
For personal use only Experienced Team
Slide 32: Board of directors
Board of directors For personal use only Advisory board Dr SAM HUPERT MBBS Advisory Board Member BRUCE RATHIE Dr ANDREAS FOURAS PhD LIL BIANCHI Dr ROBERT A. FIGLIN MD Co-founder and Chief Executive Officer of Pro Non-Executive Chairman Managing Director and Chief Non-Executive Director; Chair, Non-E
Slide 33: Experienced: Executive team
Experienced: Executive team For personal use only Dr ANDREAS FOURAS PhD RACHAEL TENKATEN Dr AIDAN JAMISON PhD NICHOLE MURRAY CEO Chief of Staff Senior Vice President Engineering Vice President Regulatory Affairs & Quality Award-winning aerospace engineer and innovator Aerospace engineer with experie
Slide 34: Executive Summary
For personal use only Executive Summary
Slide 35: Executive Summary
Executive Summary For personal use only • Clinically validated technology: richer diagnostic value, safer, lower cost. • Significant global market with attractive growth opportunities in the core U.S. market. • Top tier relationships: clinical and commercial • Massively scalable SaaS business model.
Slide 36: APPENDICES
For personal use only APPENDICES
Slide 37: Product pipeline (in detail)
For personal use only Product pipeline (in detail)
Slide 38: An evolving product pipeline
An evolving product pipeline For personal use only DISTRIBUTION Modality Fluoroscopy Computed Tomography XV Scanner (X-ray) (CT) (XVD) Ventilation XV LVAS® CT:V Rapid XV LVAS® OFFERING Perfusion X:VQ CT:VQ Rapid VQ • Ventilation refers to airflow into and out of the alveoli. • Perfusion refers to th
Slide 39: An evolving product pipeline
An evolving product pipeline For personal use only 4DMedical Current product XV LVAS® CT LVAS™ CT:VQ software release (ventilation) (ventilation) (ventilation / perfusion) offering Image acquisition modality X-ray XV Scanner CT (existing hospital & radiology (existing hospital & radiology (4DMedical
Slide 40: An evolving product pipeline
An evolving product pipeline • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution For personal use only • 4Dimensional Data • High resolution • Low Dose Image acquisition modality Fluoroscopy Computed Tomography Modality (X-ray) (CT) Ventilation XV LVAS Softwa
Slide 41: An evolving product pipeline
An evolving product pipeline • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution For personal use only • 3Dimensional Data • High accessible • Same output as XV LVAS® Image acquisition modality Fluoroscopy Computed Tomography Modality (X-ray) (CT) Ventilation
Slide 42: An evolving product pipeline
An evolving product pipeline • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution For personal use only • Ventilation and Perfusion • 3Dimensional Data • Highly accessible Image acquisition modality • No contrast required Fluoroscopy Computed Tomography Modali
Slide 43: An evolving product pipeline
An evolving product pipeline • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution For personal use only Image acquisition modality Fluoroscopy Computed Tomography XV Scanner (X-ray) (CT) (XV) Ventilation XV LVAS® CT LVAS™ Rapid XV LVAS® Software offering 1 2 3
Slide 44: An evolving product pipeline
An evolving product pipeline • The simplicity of offering (Ventilation or Perfusion) with the flexibility of distribution For personal use only Image acquisition modality Fluoroscopy Computed Tomography XV Scanner (X-ray) (CT) (XVD) Ventilation XV LVAS® CT LVAS™ Rapid XV LVAS® Software offering Rapi
Slide 45: Product pipeline (in detail)
For personal use only Product pipeline (in detail)
Slide 46: An evolving product pipeline
An evolving product pipeline For personal use only CY2022 CY2023 CY2024 CY2025 Stage Research & Development CT LVAS™ CT:VQ XV Scanner Regulatory & Review CT LVAS™ CT:VQ XV Scanner Commercialisation XV LVAS® CT LVAS™ CT:VQ XV Scanner 4DMedical Limited| Investor Presentation | November 2022 46
Slide 47: The Future of Lung Health
For personal use only The Future of Lung Health Corporate Administration Media Enquiries CFO Company Secretary TCN Simon Glover Melanie Leydin Julia Maguire sglover@4dmedical.com companysecretary@4dmedical.com julia@thecapitalnetwork.com.au