Adherium Ltd. · ASX:ADR
Adherium — Shareholder Meeting (November 2018)
16 slides from Adherium's shareholder meeting presentation, Nov 20, 2018
Slide 1: Digital Health Company Focused on Medication Adherence
Digital Health Company Focused on Medication Adherence Company Update AGM 2018
Slide 2: Forward Looking Statement
Forward Looking Statement 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 or the Company), its assets, prospects or
Slide 3: Digital Health Company Focused on Medication Adherence
Digital Health Company Focused on Medication Adherence DATA-DRIVEN PLATFORM ADDRESSES >$10B OPPORTUNITY IN RESPIRATORY DISEASE $ - - $100B+ economic burden from respiratory medication non-adherence 40M+ people in the U.S. diagnosed with asthma or COPD PROVEN CLINICAL EFFICACY & REGULATORY APPROVAL -
Slide 4: Medication Non-Adherence: An Annual $300B+ Problem
Medication Non-Adherence: An Annual $300B+ Problem 3 out of 4 patients do not take medications as directed by their physician Nonadherence leads to poor patient outcomes, disease progression, lost time in school and work ~30% waste in the healthcare system due to increased hospitalizations, ER visit
Slide 5: Chronic Respiratory Disease in the U.S.
Chronic Respiratory Disease in the U.S. ASTHMA COPD Patients Diagnosed Chronic or Severe 25M 15M Economic Burden Economic Burden from Non Adherence from Non Adherence $56B+ $50B+ $100B+ Economic Burden of Avoidable Costs in the U.S. from Non-Adherence to Respiratory Medication Adherium Ltd ©2018 5
Slide 6: Recent Highlights
Recent Highlights • Shipped 27,000 Hailie™ sensors, a 49.1% year-over-year increase Global • Significant increase in commercial rollouts of SmartTurbo™ in Europe and Australia Commercialization • Strong clinical results in peer reviewed journals support more regulatory clearances • Agreement with As
Slide 7: U.S. Payers and Target Customers
U.S. Payers and Target Customers 40M+ Asthma and COPD patients in the U.S. ADDRESSABLE MARKET OPPORTUNITY Uninsured Traditional Payors, Home Health Self-Insured Pharmacies IDNs*, Medicare, Agencies Employers (Top 9) Enterprise Medicaid, Partners and ~1M Patients ~10M Covered Lives ~16M Customers VA,
Slide 8: Number of Subscribers
Aspirational Subscriber Growth / Market Share 1,400,000 6.00% Consumer Number of Subscribers 1,200,000 Self-Insured Employers Market Share Percent 5.00% Home Health Agencies 1,000,000 Large Pharmacies 4.00% Market Share 800,000 3.00% 600,000 2.00% 400,000 Guidance for FY2019 20,000 Subscribers by ye
Slide 9: Sources of Patients
Sources of Patients INDICATIVE UNIT ECONOMICS PER Home Health An IDN Store With Patient Employer Agency Hospital Pharmacy Monthly list subscription fee per unit $9.99 $30.00 $30.00 $30.00 $30.00 Annual revenue per unit $9.99 $12,000 $165,000 $25,054 $9,981 Annual gross margin per unit $4.50 $8,640 $
Slide 10: Enabling Data-Driven Information to Improve Outcomes
Enabling Data-Driven Information to Improve Outcomes Healthcare Patented, Ecosystem Approved Relationships with Enterprise Partners to Sensor support wellness and Compliant with 80% reduce expenses of Rx inhalers on the market today Scalable and Flexible Architecture Data Analysis Cloud-based Real-t
Slide 11: Compelling Clinical Outcomes with Hailie
Compelling Clinical Outcomes with Hailie™ BEHAVIORAL Reduction in Improved adherence in Improved inhaled steroid CHANGE reliever medication use children by use in adults by children 45.4% 180% 59% Reduction in Reduction in asthma- Reduction in RESULTS days of school missed related hospitalization ac
Slide 12: Annual Cost per Asthma Patient in the U.S.
Cost of an Asthma Patient in the U.S. $14,000 Annual Cost per Asthma Patient in the U.S. Prescriptions Hospitalizations Outpatient Visits ER Visits $12,000 $11,324 $53.6B $10,000 $9,180 in Annual Cost Savings $8,000 Hailie reduces the incremental costs of an asthma patient by $2,144 $5,874 per patie
Slide 13: Growth Opportunities
Growth Opportunities • Extend the reach of platform and grow subscriber base across DtC and Enterprise channels Expansion of DtC & • Broaden the dataset to enhance value (tiered level of subscriptions) Enterprise Partners • Grow addressable market through traditional payors, Medicare/Medicaid, VA, e
Slide 14: Proven Leadership Team
Proven Leadership Team Experienced US-based leadership team already established Chairman has successfully brought multiple offshore healthcare companies to the US market Adherium HQ now located in Silicon Valley, anchoring strong commercial team with extensive US-based tech experience Proven track r
Slide 15: Digital Health Company Focused on Medication Adherence
Digital Health Company Focused on Medication Adherence Chronic Disease Platform Validated in Respiratory Disease Large Market Opportunity in 40M patients with Asthma and COPD Respiratory Disease Data-driven platform addressing >$10B market Data-Driven Platform Connects Entire Healthcare Ecosystem Ap
Slide 16: Thank You
THANK YOU adherium d