Impedimed Limited · ASX:IPD
Impedimed — Investor Presentation (March 2017)
24 slides from Impedimed's investor presentation, Mar 27, 2017
Slide 1: Investor Presentation
For personal use only Investor Presentation ASX:IPD March 2017
Slide 2: Disclaimer
For personal use only • The material contained in this document is a presentation of general information about the activities of ImpediMed Limited (“ImpediMed”) current as at the date of this presentation. The information is provided in a summary form, does not purport to be complete and should not
Slide 3: Forward Looking Statements
For personal use only Forward • Certain statements in this presentation may constitute forward-looking statements or statements about future matters that are based on management’s current expectations and Looking beliefs. The forward-looking statements in this release include statements regarding th
Slide 4: Investment Summary
For personal use only Investment Summary Proven, Proprietary Technology, IPD’s Bioimpedance Spectroscopy (BIS) • Provides a simple, accurate, non-invasive system for precisely measuring and monitoring tissue composition and fluid status Next Generation Platform Technology • SOZO™ is the world’s firs
Slide 5: Corporate Overview
For personal use only Corporate Overview ASX listed (October 2007) Management Change July 2012 SHARE PRICE PERFORMANCE S&P/ASX 300 – added March 2015 Operations in US (San Diego, CA and Bloomington, MN), Australia (Brisbane) and Europe (Greece) (79 staff) Market capitalisation ~AU$266M (~375M shares
Slide 6: Bioimpedance Spectroscopy (BIS) Technology
For personal use only Bioimpedance Spectroscopy (BIS) Technology BIS Technology Advantages • Simple and sophisticated method for measuring Low Frequency fluid and tissue composition Fluid • Rapid, non-invasive and highly accurate • IPD’s full frequency spectrum approach Unique Spectra provides the m
Slide 7: Game Changing Technology
For personal use only Game Changing Technology • Uniquely simple for easy patient and clinician use: Simple and – Reduces testing time from tens of minutes to mere seconds – No need for an examination room Sophisticated – No gel backed electrodes Tool for – No need for a patient to be lying down – D
Slide 8: Cancer Survivors
For personal use only Cancer Survivors
Slide 9: L-Dex for the Early Detection of Lymphoedema
For personal use only L-Dex® for the Early Detection of Lymphoedema Lymphoedema is a leading post-surgical complication for many breast cancer patients and greatly impacts quality of life Simple and accurate measurement of fluid in limbs allows early detection and intervention • Cancer treatment can
Slide 10: Commercialisation of L-Dex Accelerating
For personal use only Commercialisation Successful Targeted Launch to Major US Cancer Centres of L-Dex® • 72 multi-disciplinary cancer centres utilising L-Dex® in their high risk breast cancer programs Accelerating • Integrating L-Dex® into clinical work flow practices and systems Clear Drivers for
Slide 11: Lymphoedema Post Approval Trial to Drive Private Payors
Lymphoedema Post Approval Trial For personal use only to Drive Private Payors Post Approval Trial Data Drives Private Payors Enabling Broad Adoption by Cancer Centres Patient Enrolment IPD’s Post Approval Trial is Nearing Full Enrolment • 1,100 patient trial with 3 years follow-up • ~875 patients en
Slide 12: Chronic Heart Failure
For personal use only Heart Failure Chronic
Slide 13: Chronic Heart Failure: Large and Compelling Opportunity
Chronic Heart Failure For personal use only Large and Compelling Opportunity Chronic Heart Failure (CHF) CHF is Among the Most Expensive Diseases for • Is a chronic, progressive condition in which the heart Medicare muscle is unable to pump enough blood through to • Estimated 5.7 million people in t
Slide 14: Strong Economic Drivers for Improved CHF Patient Management
Strong Economic Drivers (Incentives and Penalties) For personal use only for Improved CHF Patient Management Chronic Care Quality Measures Hospital Readmission Reduction • Key Centers for Medicare and Medicaid Services Plan (HRRP) (CMS) chronic care quality measurement programs • Relative measures -
Slide 15: Current Heart Failure Monitoring Methods
Current Heart Failure Monitoring Methods For personal use only Inaccurate or Invasive and Expensive • Assessment of fluid burden is critical to the • Current monitoring methods have major shortcomings management of CHF patients – Weight Scale - inaccurate, unable to distinguish – Current practice is
Slide 16: Role of BIS (SOZO) in Optimising Outcomes for CHF Patients
Role of our BIS (SOZO™) in Optimising Outcomes For personal use only for CHF Patients • Class III/IV HF patients account for the majority of the annual HF readmission • Reducing readmissions has a profound impact on the CHF Trial Focus cost of care • Our BIS technology (SOZO™) targeted to be used as
Slide 17: Heart Failure Program Progress Towards Commercialisation in EU and US
Heart Failure Program Making Rapid Progress Towards For personal use only Commercialisation in EU and US SOZOTM Regulatory Preparations • Passed quality, safety and accuracy testing for notified bodies • Cybersecurity assessment and testing underway • Submitting for SOZOTM FDA 510(k) clearance and o
Slide 18: Anticipated CHF Business Model
For personal use only CHF Anticipated CHF Business Model Business • Initial focus on Class III CHF patients – Estimated at 25% of US 5.7 million CHF patients Model – Monitor and manage the disease progression for Class III patients • Initially establish SOZOTM CHF program in key clinics – Baseline r
Slide 19: Expected News Flow Next Months
For personal use only Expected Next 12 Months News L-Dex® adoption and revenue growth • CE Mark and FDA clearance for SOZO™ Flow • First data from post-approval trial • Private payors to begin coverage of L-Dex® enabling broad adoption • Double customer base across top tier cancer centres • Expand L
Slide 20: Appendix
For personal use only Appendix
Slide 21: Management Team Has Deep and Broad Commercialisation Experience
Management Team Has Deep For personal use only and Broad Commercialisation Experience Richard Carreon Frank Vicini, MD Morten Vigeland David Adams Ann Holder Catherine Kingsford Dennis Schlaht Managing Director and Chief Medical Officer Chief Financial Officer SVP Ventures, SVP General SVP Medical A
Slide 22: Board of Directors
For personal use only Board of Directors Cherrell Hirst AO Gary Goetzke Scott R. Ward Richard Carreon Donald A. Williams Amit R. Patel FTSE, MBBS, BEdSt, Juris Doctorate MS, BSc Managing Director and BAcy, CPA MBA, BME D.Univ (Hon), FAICD Non-Executive Director Non-Executive Director Chief Executive
Slide 23: US Advisory Board Members and Clinical Research Team
For personal use only US Advisory Board Members and Clinical Research Team World Paul Friedman, MD - Vice Chair, Department of Cardiovascular Medicine, Medical Renowned Director, Remote Monitoring, Mayo Clinic Roy Small, MD FACC, FSCAI - Medical Director of Clinical Research, Lancaster Medical Gener
Slide 24: Financials
For the Six Months Ended 31 December (Unaudited) For personal use only Financials YTD ONCOLOGY REVENUE (000’s) CASH BALANCE (000’s) MARKET CAP (millions) $2,000 $74,000 $400 $1,500 $55,500 $300 $1,000 $37,000 $200 $500 $18,500 $100 $‐ $‐ $0 FY12 FY13 FY14 FY15 FY16 FY17 FY12 FY13 FY14 FY15 FY16 FY17