Dorsavi Ltd. · ASX:DVL
Dorsavi — Shareholder Meeting (November 2015)
19 slides from Dorsavi's shareholder meeting presentation, Nov 26, 2015
Slide 1: dorsaVi Ltd – 2015 Annual General Meeting cover letter
For personal use only 26 November 2015 ASX Market Announcements Office ASX Limited 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam dorsaVi Ltd – 2015 Annual General Meeting In accordance with Listing Rule 3.13.3, we attach a copy of the address to be given by the Chairman, Mr Herb Elliott, at the An
Slide 2: Chairman's Opening Address
DORSAVI LTD AGM 26 NOVEMBER 2015 For personal use only CHAIRMAN’S OPENING ADDRESS Good morning ladies and gentlemen. My name is Herb Elliott and I am the Chairman of dorsaVi. It is now 11.00am. This is a properly constituted meeting and a quorum is present. I therefore declare this Annual General Me
Slide 3: Chairman's Address (continued)
of US$455 billion by 2018.1 In addition, according to IBISWorld’s Physical Therapists Market Research Report, the annual growth rate in revenue in the United States for physical therapists (we call them physiotherapists in Australia) is expected to be 6.8% between 2015 and 2020. 2 For personal use o
Slide 4: Chairman's Address (continued)
YourPhysioPlan agreement will allow us to more rapidly scale up our business in the UK and we are pleased to be partnering with a progressive and highly innovative group which has plans to expand its 100-strong clinics to 300 in the coming years. This agreement has the potential to generate For pers
Slide 5: Chairman's Address (conclusion)
On behalf of the Board, I would like to commend CEO Andrew Ronchi and his dedicated team for their tremendous efforts throughout the year. Our success would not be possible without the commitment of all our employees and for that, we thank you. For personal use only Finally to you, our shareholders.
Slide 6: dorsaVi Ltd Annual General Meeting 26th November 2015
For personal use only dorsaVi Ltd Annual General Meeting 26th November 2015
Slide 7: A powerful technology for use in OHS, Clinical and Elite sports
A powerful technology for use in OHS, Clinical and Elite sports For personal use only applications that measures movements. Our products produce objective, easy to interpret data that can be turned into measureable results for patients, athletes and workers. • dorsaVi Ltd (ASX: DVL) listed in Dec 20
Slide 8: 2015 in Review – Highlights from a very strong year
2015 in Review – Highlights from a very strong year For personal use only 1. Launched into the US market (>200 devices globally) 2. Expanded FDA claims for reference to normative data and use of lordosis and posture 3. Enhanced product features (10 modules and 60 second start up time) 4. Launched OH
Slide 9: Launched into the US market
1. Launched into the US market (>200 devices globally) For personal use only 120 devices (Aust) 50 devices (Europe) 30 devices (USA) Aust 24,000 Physios USA UK 284,000 (0.5% Penetration) 48,000 Physios Physical Therapists Immediate target market: > 350,000 Physios (with a greater number of Doctors)
Slide 10: Expanded FDA claims for normative data and posture
2. Expanded FDA claims for normative data and posture For personal use only • First wearable to be cleared by the FDA for human movement & muscle activity analysis (July 2014) • Initial clearance for the assessment of lower back movement and muscle activity • Expanded clearance (May 2015) to include
Slide 11: Enhanced Product Features
3. Enhanced Product Features For personal use only • 3 minute down to 1 min start up time • New modules based on market needs • Optimised on line training videos • Instant metrics on usage and assessments • Fast iteration cycle with 3 software updates • Launched engaging & interactive module for liv
Slide 12: Launched OHS into UK and US (major brands)
4. Launched OHS into UK and US (major brands) For personal use only • UK OHS launch - major brands using the • US OHS launch - major brands using the ViSafe tech for better decisions in complex ViSafe tech for better decisions in complex workplace workplace • Transport for London (TFL), Vinci • Cate
Slide 13: Repeat business & larger contracts with major corporates
5. Repeat business & larger contracts with major corporates For personal use only Copyright dorsaVi Ltd 2015. Commercial in Confidence 4
Slide 14: Signed multiple US elite sports and colleges
6. Signed multiple US elite sports and colleges For personal use only • 3 x NBA teams (Golden State Warriors, LA Lakers & Houston Rockets) • 3 x NFL teams (New England Patriots, Cleveland Browns & New Orleans Saints) • Ohio State & Marquette college teams Copyright dorsaVi Ltd 2015. Commercial in Co
Slide 15: Peer reviewed clinical trial publication shows 40% reduction in pain
7. Peer reviewed clinical trial publication shows 40% reduction in pain For personal use only Peer reviewed publication in May 2015 BMC Musculo Skeletal Journal, (Assc Prof Peter Kent, Denmark) • A multi-center, cluster randomized, placebo- controlled trial • Clinical trial undertaken at 8 sites inc
Slide 16: UK distribution deal – large opportunity to scale
8. UK distribution deal – large opportunity to scale For personal use only • 100 physio clinics in UK and Ireland; plans to grow to 300 within next year • Unique business model: Monthly payment to access ongoing health and wellbeing services incl. physio services • Three year deal includes minimum s
Slide 17: Financial & Investment Overview
Financial & Investment Overview Financial Results For personal use only 1600 dorsaVi Ltd (ASX : DVL) 1400 Share price $0.41 Shares on issue 149,914,616 1200 Market capitalisation $61.5 million 1000 742 Free float 77,693,997 H2 * Sales Revenue 800 H1 $ Thousand 2013 2014 2015 Q1 2016* Q2 600 Q1 Reven
Slide 18: Highlights Q1
Highlights Q1 For personal use only • Signed major clinical group Your Physio Plan (UK) for ViMove, 3 year deal, potential $9M revenue • Repeat & larger contracts with major OHS clients (Crown, Orora, BP, Sodexo) • OHS contracts in UK and US (Caterpillar, Transport for London, Heathrow Airport) • Mu
Slide 19: Upcoming milestones/newsflow
Upcoming milestones/newsflow For personal use only • Long term OHS contracts with major corporates (US, UK & Aust) • Repeat deals with major Insurers • Multiple US elite sports across different codes and colleges • Launch App based sensor into OHS & Clinical market • Publication on Health Economic d