Memphasys Ltd · ASX:MEM
Memphasys — Finance News Network Investor Conference, Melbourne 2019
23 slides from Memphasys's conference presentation, Nov 26, 2019
Slide 1: Felix: A unique device to treat male infertility
For personal use only ASX: MEM Felix: A unique device to treat male infertility Presentation for Finance News Network Investor conference, Melbourne, 26 November 2019 Alison Coutts Executive Chairman, Memphasys Limited www.memphasys.com.au 1
Slide 2: Disclaimer
Disclaimer For personal use only This presentation is not and does not form part of any offer, invitation or respective officers, directors, employees and agents, accept no responsibility recommendation in respect of securities. Any decision to buy or sell for any information provided in this presen
Slide 3: Memphasys Value Proposition
Memphasys Value Proposition For personal use only Revolutionary, proven technology for improved IVF treatment Addressing the significant global IVF market – anticipated to grow from ~US$13.7 billion in 2019 to ~$26.4 billion by 20261 First-mover advantage for unique bio separations technology
Slide 4: The Problem: Human IVF
The Problem: Human IVF For personal use only • Human fertility rates in decline • IVF technologies increasingly common but also inefficient • Average of 2.2 IVF cycles before success • IVF increases risk of miscarriage and genetic impairment www.memphasys.com.au 4
Slide 5: The Problem: Current IVF Methods
The Problem: Current IVF Methods For personal use only • No standard method for preparing sperm for IVF • Common techniques are: o Swim-up o Density Gradient Centrifugation (DCG) o Combination of both • Costs between $80 to $100 per cycle • Each method takes 30 minutes or more to complete • Laboriou
Slide 6: The Problem: Male Infertility
The Problem: Male Infertility For personal use only • Infertility affects 1 in 3 men over 40 years old • Poor sperm quality a factor in approx. 50% of infertility cases • Sperm quality rather than quantity is the key concern • No meaningful advances in male sperm preparation treatments since the adv
Slide 7: The Potential: Rapidly Growing Human IVF Market
The Potential: Rapidly Growing Human IVF Market For personal use only Global IVF Services Market Revenue, By End User, 2018 – 2026, Global IVF Services Market Report – Allied www.memphasys.com.au Market Research (April 2019) 7
Slide 8: The Solution: Memphasys Felix Device
The Solution: Memphasys Felix Device For personal use only • A world-first technology to separate best quality sperm with potential to: • Increase the likelihood of pregnancy and live birth • Increase the likelihood of a healthy baby • Non-invasive • Quick, efficient and operator independent (6 minu
Slide 9: For personal use only
For personal use only www.memphasys.com.au 9
Slide 10: How Does the Felix Device Work?
How Does the Felix Device Work? For personal use only • Gentle electric force applied to cartridge sample • Best quality (negatively charged) sperm attracted to positive electrode • Sperm separates through polymer membranes to: o Separate by cell size o Eliminate white cells & other debris www.memph
Slide 11: How Does the Felix Device Work?
How Does the Felix Device Work? For personal use only www.memphasys.com.au 11
Slide 12: Developed With Global Fertility Expert Dr John Aitken
Developed With Global Fertility Expert Dr John Aitken For personal use only “There are already 8 million IVF babies in the world. The technology though has remained unchanged since it was first introduced in the late 70’s and early 80’s. Now is a good time for us to revolutionise the technologies th
Slide 13: Current Activities: KOL Assessment Program
Current Activities: KOL Assessment Program For personal use only • Key Opinion Leaders (KOLs) are international leading centres and laboratories in the IVF industry • Selected for • technical and academic expertise • geographic market positioning • Each organisation has confirmed interest in first a
Slide 14: KOL Assessment Program
KOL Assessment Program For personal use only • Currently 13 KOLs are taking part in in-vitro assessments of the Felix device • In discussions with further high-reputation organisations in strategically important locations www.memphasys.com.au 14
Slide 15: KOL Program Underway
KOL Program Underway For personal use only • Cartridges and consoles for the KOL assessment program in production with devices received by Monash IVF and University of Newcastle ahead of wider rollout • +200 cartridges produced with +2,000 to be delivered in December ‘19 • Provides ready-made potent
Slide 16: Key Milestones
Key Milestones For personal use only Successfully raised $4.2 million to support KOL rollout with cornerstone support from major shareholders Andrew Goodall and prominent thoroughbred breeder and trainer Bob Peters Memphasys in conjunction with UNSW and Newcastle University awarded 3 year A$549,
Slide 17: Pathway to Market
Pathway to Market For personal use only • Commercial sales expected to occur in mid to late 2020, following V&V 1, 2 • Initial commercial pathway to focus on selected countries aligned to the Company’s commercialisation objectives • Countries include: o Japan o India o Canada o Iran o New Zealand 1.
Slide 18: Pathway to Market
Pathway to Market For personal use only Country Fresh IVF cycles in Expected fresh IVF cycles by % growth rate KOL in market (Y/N) 2018 2026 Japan 269,110 699,110 +160% Y India 169,800 489,840 +188% Y Canada 6,360 21,140 +232% Y Iran TBD TBD TBD Y New Zealand 5,300 11,190 +111% N (discussions underw
Slide 19: Corporate Snapshot
Corporate Snapshot For personal use only ASX Code MEM MEM Share Price for YTD CY2019 Share price (as at 25/11/2019) $0.059 Shares on issue 734.08 million Market capitalisation $44 million Cash & Cash Equivalents (as at 25/11/2019) $3.7 million Ownership structure – substantial Mr Andrew Goodall shar
Slide 20: Investment Highlights
Investment Highlights For personal use only Potential to counteract male infertility and disrupt IVF industry International commercial product roll out from mid 2020 (approx. 6-9 months) Significant growing market - predicted to be valued at ~$26.4 billion by 2026 Backed by major industry pa
Slide 21: Appendices: Board of Directors
Appendices: Board of Directors For personal use only Alison Coutts – Executive Chairman Marjan Mikel – Non-Executive Director Former Chair of CSIRO Health Sector Advisory Council Founded Healthy Sleep Solutions, which attracted Resmed (NYSE:RMD) as JV partner Chemical Engineering degree and MBA Co-f
Slide 22: Appendices: Intellectual Property
Appendices: Intellectual Property For personal use only Memphasys and/or Uni Newcastle hold patents relating to: • Specific cell separation technologies • Specific sperm separation technologies1 Patents pending: • Electrophoresis apparatus design for sperm fractionation • Hydrogel membranes 1. Exclu
Slide 23: Thank you
For personal use only Thank you Alison Coutts Executive Chairman, Memphasys Ltd 30-32 Richmond Rd, Homebush NSW 2140 Australia Phone: +612 8415 7300 www.memphasys.com.au 23
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