Avivagen, Inc. · OTC:VIVXF
Avivagen — Investor Presentation (2020)
24 slides from Avivagen's investor presentation, 2020
Slide 1: Fall 2020
VIV:TSXV VIVXF:OTCQB FALL 2020 1
Slide 2: Forward Looking Statement
Forward Looking Statement This presentation includes certain forward-looking statements that are based upon current expectations of management, which involve risks and uncertainties associated with the business of Avivagen Inc. and the environment in which the business operates. Any statements conta
Slide 3: Investment Summary
Investment Summary Addressing one of the world’s largest health problems: antibiotic resistance – at the source Attractive Business Model: once the customer adopts, we are fully integrated with a recurring, increasing revenue model Accelerating sales growth in the livestock market: ramp up with exis
Slide 4: What Makes OxC-beta Different?
What Makes OxC-beta™ Different? What it is: • A breakthrough, patent protected health support product This could be What it does: like the • Supports Immune Defenses while also discovery of a • Reducing Inflammation new vitamin Why it matters: • Supports optimal health of all living beings • Accessi
Slide 5: Targeting Three Distinct Markets
Targeting Three Distinct Markets OxC-beta™ OxC-beta™ OxC-beta™ For For For Livestock Companion Animal Human Health (rapid growth phase) (recently launched) (coming soon) 201 • Each Vertical Represents a Large, Global Market • Strong patent protection 5
Slide 6: Up to 80% of All Antibiotics are Used as AGPs
UP TO 80% Of all Antibiotics are used as AGPs* 2006-10 2017 2019 2020 EU-wide ban on FDA bans use of Chick-Fil-A China all AGP’s antibiotics considered reaches 5- year announces “medically important” for goal to go NAE country-wide ban animal weight gain of AGP’s by July 2020 *AGPs are antibiotic gr
Slide 7: Antibiotic Resistance is a Global Threat
Antibiotic Resistance is a Global Threat 2M Infections Antibiotic resistance has potential to 700,000 $100T create more Deaths AMR could cost the economic damage globe up to $100 Trillion by 2050 than the 2008 $10k–$40k financial crisis More per hospital stay Massive Health and Economic Implications
Slide 8: Livestock Feed Market
Livestock Feed Market 8
Slide 9: Proven Efficacy – Again and Again
Proven Efficacy – Again and Again • Reduced bacteria • Reduced somatic cell count • Increased protein content of milk 40+ Clinical and Field trials • Improved gut health • Reduced E.coli • Better maternal, piglet health • Improved performance • Reduced C. perfringens • Improved performance Strong Co
Slide 10: Supporting Expansion of Approved Markets
Supporting Expansion of Approved Markets Tonnes per 1B year of feedstock “Approved” and “In Progress” >50% covers more than 50% of our total addressable market Approved In progress 10
Slide 11: Proven Economics – Customers Adopting
Proven Economics à Customers Adopting Benefits of OxC-beta: • Replace AGPs without losing Cost of OxC-beta: performance • Comparable to antibiotics (AGPs) • Outperforms other alternatives • Competitive to other alternatives • Effectiveness • Consistency • +ve impact on overall health Strong Competit
Slide 12: Customer Adoption Case Study - Philippines
Customer Adoption Case Study - Philippines UNAHCO PURCHASES OF OXC-BETA ™ UNAHCO: wholly-owned feed and Kgs veterinary subsidiary of Unilab Inc., the biggest pharma in the Philippines. 5000 OxC-beta™ in Kg 4000 4000 3000 Orders started small to try the product and 3000 test with customers 2000 2000
Slide 13: Customer Adoption Case Study – Mexico
Customer Adoption Case Study – Mexico Melder is a mid-sized, integrated animal health PURCHASES OF OXC-BETA™ nutrition company in Mexico Kgs After trying a test batch – to get used to the product – Melder ran their own studies 12000 10000 OxC-beta™ in Kg Profound results: improved milk quality, 1000
Slide 14: Recent Global Developments
Recent Global Developments MEXICO: Rapid ramp to 10 tonne purchase order with Melder Other producers are already starting to use the product; purchasing expected to follow a similar path BRAZIL: 3rd largest livestock feed market in the world, approved June 2020, distribution agreement with Look Chem
Slide 15: Strategic Growth Plan for Livestock Market
Strategic Growth Plan for Livestock Market 1 Capitalize on current partnerships, with commercial and research field trials on-going Driving Market 2 Gain regulatory approval in additional countries Share and Revenue Growth 3 Add distribution deals in approved markets 15
Slide 16: Competitive Landscape
COMPETITIVE LANDSCAPE Probiotics/Prebiotics: • Mixed efficacy, storage requirements OxC-beta™ Essential Oils: Represents a • Old Technology, mixed efficacy, Next Generation compliance difficulties Antibiotic Alternative Zinc Oxide: • Environmental issues, banned in many countries 16
Slide 17: Companion Animal Market
ch Be. Companion Animal MaKe WIV. Avivagen
Slide 18: OxC-Beta for Companion Animal
OxC-Beta™ for Companion Animal North America • Sales on Amazon • JV with Mimi’s Rock (TSXV:MIMI) • First health chews sales in Taiwan in 2019 China, Taiwan & • First sale to pet food manufacturer in Mexico Taiwan in 2020 • First health chews sales in Chinese market in 2019 • First health chews sales
Slide 19: Human Health Market
Human Health Market > WIV. Avivagen
Slide 20: Human Wellness, Nutraceutical Opportunity
Human Wellness, Nutraceutical Opportunity Accelerating launch plans of a human health supplement Will be part of an established, strong brand Vast Global Opportunity Launching soon on Amazon 20
Slide 21: Capital Markets Information
Capital Markets Information Institutional Fund Ownership: VIV on TSXV Bloom Burton Shares outstanding: 41.8M Market capitalization: $18.6M Cash: $1.2M* *As at July 31, 2020; burn decreasing with sales ramp Recent Price: $0.45 per share 21
Slide 22: Experienced Management & Board
Experienced Management & Board Kym Anthony Paul Mesburis CEO Director Jeffrey Kraws Dr. Graham Burton Chairman Director Aubrey Dan David Hankinson Director Director Industry Specific Knowledge and Success 22
Slide 23: Investment Summary
Investment Summary Addressing one of the world’s largest health problems: antibiotic resistance – at the source Attractive Business Model: once the customer adopts, we are fully integrated with a recurring, increasing revenue model Accelerating sales growth in the livestock market: ramp up with exis
Slide 24: Investor Presentation • Fall 2020
Investor Presentation • Fall 2020 24