Orthocell Ltd · ASX:OCC
Orthocell — Argonaut Biotech Briefing and AusBioInvest 2022
21 slides from Orthocell's conference presentation, Oct 26, 2022
Slide 1: ASX release: Investor Presentation
Investor Presentation For personal use only Perth, Australia; 26 October 2022: Regenerative medicine company Orthocell Limited (ASX:OCC, “Orthocell” or the “Company”) is pleased to release an investor presentation to be delivered at briefings and conferences this week including the Argonaut Biotech
Slide 2: Investor Presentation October 2022
For personal use only Investor Presentation October 2022 1
Slide 3: Disclaimer
Disclaimer For personal use only This presentation prepared by Orthocell Ltd (“Company”) does not constitute, or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy any securities, nor the solicitation of any vote or approval in any jurisdiction, nor shall there be
Slide 4: Key investment highlights
Key investment highlights For personal use only REGENERATING COMMERCIAL MANUFACTURING NEAR-TERM MOBILITY PARTNERS & PATENTS MILESTONES DELIVERING NOVEL GLOBAL LICENCE EXECUTED MANUFACTURING 4Q CY2022 COMMERCIAL BIOLOGICAL PRODUCTS AND AUSTRALIAN FACILITY SCALE UP MILESTONES DISTRIBUTOR IN PLACE COMP
Slide 5: Corporate snapshot
Corporate snapshot For personal use only ASX: OCC TRADING INFORMATION SUBSTANTIAL SHAREHOLDERS Share Price 0.400 Shareholder % 12 month low/high $0.300/$0.580 Founders & Management 15.10% Shares outstanding 197,127,913 Institutions 4.90% Market Capitalisation 75.9M Cash (25 July) 31M With AU$31m cas
Slide 6: US strategic focus
US strategic focus For personal use only Advanced product portfolio with near term milestones and emerging pipeline Clinical US Regulatory Phase Product Application Development Status (CY) Phase Design Trial Implement Trial Approved Engaged BioHorizons - exclusive license and Striate+ 1 manufacturin
Slide 7: More than a barrier membrane
For personal use only MORE THAN A BARRIER MEMBRANE 6
Slide 8: Striate+ premium dental membrane
Striate+ premium dental membrane ™ For personal use only • Striate+ is a sterile, resorbable collagen membrane for use in dental bone and tissue regeneration procedures. • Striate+ is designed to protect the bone defect from ingrowth of gingival tissue, to provide a favourable environment for osteog
Slide 9: Striate+ global exclusive license and manufacturing agreement with BioHorizons
Striate+ global exclusive “ ™️ For personal use only We are very pleased to partner with Orthocell license and manufacturing to offer our valued customers a dental membrane with excellent handling properties and regenerative potential. Striate+™️ will be agreement with BioHorizons a highly complemen
Slide 10: Significant re-rating event
Significant re-rating event For personal use only Unrestricted and non diluting capital • Non diluting payment is free of encumbrances - cash can be used without restrictions. Strong capital position • $31m cash at bank¹ • Well positioned to advance the commercialisation of the US nerve and tendon r
Slide 11: Striate+: path to partnering
Striate+ : path to partnering ™ Executed a strategy to engage a global partner to manage the For personal use only distribution and marketing of Striate+ Clinical data and regulatory approval Successful regenerative medicine-driven product development strategy produced a market leading product appro
Slide 12: Revolutionising nerve repair
For personal use only REVOLUTIONISING NERVE REPAIR 11
Slide 13: Traditional repair outcomes are suboptimal
Traditional repair outcomes are suboptimal For personal use only Direct suture = tension, buckling and can be ineffective and unpredictable in restoring function. Normal Nerve Suture Remplir 12
Slide 14: Remplir – approved in Australia (TGA)
Remplir – approved in Australia (TGA) ™ For personal use only Collagen nerve wrap intended for use in peripheral nerve repair GUIDING PREDICTABLE OUTCOMES IN PERIPHERAL NERVE REPAIR Exceptional handling characteristics Healing microenvironment Mimics epineurium (nerve outer layer) 13
Slide 15: Surgical technique – Remplir assisted coaptation
Surgical technique – Remplir assisted coaptation ™ For personal use only 1 3 Wrapping Remplir around nerve ends to create Isolating a customised donor nerve conduit 2 4 Co-adapting Remplir guides donor and and supports recipient nerve nerve repair 14
Slide 16: Remplir: compelling long term clinical results
Remplir : compelling long ™ “ We are now seeing a consistent return of For personal use only arm and hand function following nerve term clinical results transfer surgery with Remplir. Remplir is increasing the success rate and efficiency of nerve transfer surgery. Patients regained voluntary muscle
Slide 17: Remplir case study
Remplir case study ™ “ The treatment I received to repair my nerve damage has been For personal use only completely life-altering…I have now made a full recovery and am now able to compete tasks unassisted and pain-free giving me back my freedom and independence. Injury - Damien Hall, Remplir patien
Slide 18: Remplir: Australian exclusive marketing and distribution partner
Remplir : Australian exclusive ™ “ I am extremely excited to partner For personal use only with Orthocell to bring their marketing and distribution partner Australian made range of peripheral nerve repair membranes to plastic and orthopaedic surgeons around Australia. At Device Technologies AUS we b
Slide 19: Valuation upside
Valuation upside For personal use only Valuation comparison to other medical device and life science companies. Significant upside potential for OCC. Market Capitalisation $80m $182m $1.16B Company Medical device and autologous Device Autologous cell harvesting device Synthetic scaffold device injec
Slide 20: Upcoming catalysts
Upcoming catalysts¹ For personal use only Striate+™ premium periodontal membrane MDR CE Mark certification 4Q 2022 US and AUS product launch Remplir™ premium nerve wrap Australian reimbursement 4Q 2022 US pre-clinical comparator study US KOL engagement 1Q 2023 OrthoATI™ OrthoATI vs Surgery (RCT) las
Slide 21: Paul Anderson, Co-Founder and Managing Director
For personal use only Co-Founder and Managing Director, Paul Anderson Orthocell Limited P: +61 8 9360 2888 E: paul.anderson@orthocell.com.au orthocell.com 20
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