Anagenics Limited · ASX:AN1
Anagenics — Cellmid — Shareholder Meeting (November 2018)
18 slides from Anagenics's shareholder meeting presentation, Nov 8, 2018
Slide 1: Annual General Meeting
Annual General Meeting 8 November 2018 ASX: CDY
Slide 2: Focus on market growth and midkine value
Focused on the market growth, channel and sales growth of flagship, clinically proven products in Asia, USA and Australia “I feel younger, you know, Continue to extract value from the midkine drug development and patent portfolio; recent preclinical results add value creation opportunities like in m
Slide 3: Company Overview
COMPANY OVERVIEW Cellmid has three wholly owned subsidiaries operating in two distinct business segments. CONSUMER HEALTH PRE-CLINICAL THERAPEUTIC ASSETS ADVANGEN Anti-aging functional cosmetics and consumer health products for hair, face and wellbeing. Product range includes and KINERA LYRAMID Midk
Slide 4: Year in Review
CELLMID © YEAR IN REVIEW
Slide 5: FY2018 – Strong Momentum and Progress
FY2018 – STRONG MOMENTUM AND PROGRESS Jul 2017 Aug 2017 Aug 2017 Aug 2017 Oct 2017 Nature Publication Cellmid receives Cellmid secures US consumer study First concept store for Cellmid’s Chinese import premium US retail completed open in Tokyo, midkine in cancer permits for Japanese channel for évol
Slide 6: FY2018 – Progress Against Priorities
FY2018 – PROGRESS AGAINST PRIORITIES Foundations laid for significant expansion across new markets, channels and products to build multiple long term sustainable revenue in future years 1.Drive growth through geographic and product expansion New Products Launched Progress évolis® Professional Austra
Slide 7: Financial Performance – FY2018
FINANCIAL PERFORMANCE – FY2018 Year FY2018 FY2017 (A$’M) (A$’M) Change FY2018 commentary: Consumer health revenue 5.62 4.49 Up 26% • Revenue and other income growth of 23% driven by strong performance of consumer R&D tax and grants 1.06 0.83 Up 27% sales division Total revenue & other income 6.83 5.
Slide 8: Business Overview by Geography
BUSINESS OVERVIEW BY GEOGRAPHY 8
Slide 9: Australia
AUSTRALIA Growth drivers in progress • Launched évolis® PROFESSIONAL range in pharmacies and beauty retailers and continue roll out through FY2019 • Launched Fillerina® in select pharmacies in October 2018, continue through FY2019 • Dry shampoo, mask, eye lash growth and eye brow growth products in
Slide 10: Japan Highlights
JAPAN HIGHLIGHTS Growth drivers in progress • Continue to market through television shopping channel QVC Japan, providing exposure to 26 million households. • Ginza store increasing turnover, strong demand from visiting Chinese tourists • Continue to supply Japanese products to China (Huana Likang a
Slide 11: USA Highlights
USA HIGHLIGHTS Growth drivers in progress • Premium retail partnerships with with Neiman Marcus, Soft Surroundings and Bloomingdales are expanding and market penetration increasing into the 2,500 US premium retail stores • Continue comprehensive PR program with a social and digital campaign reaching
Slide 12: China
CHINA Growth drivers in progress • Exclusive five-year agreement signed in May 2018 with Fukangren Bio-Pharm Tech. Co. Ltd for the distribution of évolis® lotions and shampoos to over 500 pharmacies, associated hospitals and clinics in China. The agreement is spilt into two key stages: • a 12 month
Slide 13: Lyramid & Kinera: Midkine in therapy
Lyramid & Kinera Midkine in therapy 13
Slide 14: Objectives for Lyramid & Kinera
OBJECTIVES FOR LYRAMID & KINERA Complete pre-clinical studies • Clinical indications will be assessed on the strength of pre-clinical evidence during FY2019 • Continue to focus on capital preservation - partnerships are the preferred strategic approach to pursue clinical development phase Complete p
Slide 15: Progress and priorities
CELLMID © Progress and priorities
Slide 16: Progress and Priorities in FY2019
PROGRESS AND PRIORITIES IN FY2019 Momentum has continued in Q1 Revive & Lift Spray Non-comedogenic dry • Customer receipts up 100% to $2.01M, consumer health sales up 50% to shampoo, effortlessly refreshes hair without clogging hair $1.55M follicles. • Fillerina® launched in Australia • Product in 1
Slide 17: Investment Highlights – In Summary
INVESTMENT HIGHLIGHTS – IN SUMMARY Proprietary, Exposure to the fast Existing distribution Highly experienced High growth phase Midkine drug clinically validated growth anti-aging networks in board and with new product portfolio products that segment of the Australia, Japan, management team rollout
Slide 18: Disclaimer
DISCLAIMER Forward looking statements This presentation contains forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks that may cause the actual results, performance or achievements of Cellmid to be materially different from the state