Avita Medical, Inc. · NASDAQ:RCEL
Avita Medical — AVITA Therapeutics — Investor Presentation (November 2020)
34 slides from Avita Medical's investor presentation, Nov 11, 2020
Slide 1: AVITA Therapeutics, Inc.
For personal use only AVITA Therapeutics, Inc. Dr. Mike Perry, CEO November 2020
Slide 2: Disclaimer
Disclaimer For personal use only This presentation is made available by AVITA Therapeutics, Inc. (“AVITA”, “the Company”, or “we”). It is intended to provide background information only, and may not be reproduced or redistributed in whole or in part nor may its contents be disclosed to any other per
Slide 3: AVITA Therapeutics: Spray-On Skin
AVITA Therapeutics: Spray-On SkinTM SKIN INJURY For personal use only Spray-On Skin Enables Skin Regeneration • Burns* • Scalds • Soft Tissue • Pediatric • Traumatic Wounds RECELL harnesses the skin’s own regeneration capabilities • Standard of care enabling technology • Donor skin-sparing + activat
Slide 4: PMA Label Expansion & 10,000 Patients Treated Globally
INJURIES PMA Label Expansion & 10,000 Patients Treated Globally Thermal burns, pediatric scald, surgical wounds, For personal use only degloving injuries, accidents, abrasions, Patients Publications & pretibial lacerations (In studies) Presentations 1,281 Burns 121 1st PMA approved burn product in >
Slide 5: Treating Skin Injury is Unchanged for More Than Years
Treating “Skin Injury” is Unchanged for More Than 50 Years For personal use only Split-Thickness Skin Grafts (STSG) are “Medieval” Dermatome skin harvesting from new donor site New (second) donor wound created via skin harvesting KEY SHORTCOMINGS OF STSG • Large donor area required • Multiple comple
Slide 6: Challenges with Split-Thickness Skin Graft Outcomes
Challenges with Split-Thickness Skin Graft Outcomes For personal use only Scarring, functional impairment, pigmentation, infection … Donor Site Infection Risk Donor Site Scarring / Failure to Heal Pigmentation and Discoloration Scarring, Atrophy, Contracture Scarring, re-operations, excessive pain,
Slide 7: RECELL Spray-On Skin Treats 80cm2 of Skin from a 1cm2 Biopsy
RECELL Spray-On Skin™ Treats 80cm2 of Skin from a 1cm2 Biopsy For personal use only Cell Harvesting Device that delivers Spray-On AUTOLOGOUS Skin™ Cells within 30 minutes at the point of care Fresh (non-cultured cells) with the ACTIVATED “free edge healing cascade” Treatment area = 80x donor area DO
Slide 8: RECELL's "Free Edge" Advantage
RECELL’s “Free Edge” Advantage For personal use only Healing Process without RECELL Healing Process with RECELL Free edge limits signaling to wound boundary (i.e. outside → in) Spray-On SkinTM signals from within the wound (i.e. inside → out) • The wound boundary acts as a “free edge” between injure
Slide 9: RECELL Delivers Life-Changing Outcomes
RECELL Delivers Life-Changing Outcomes For personal use only Case Series Presented at 50th Annual ABA Meeting (2018) Treatment Day Day 7 Day 21 3 Months 1 Year 1 Year • Compassionate Use case • Reintroduction of melanocytes resulted Skin + • 12-year-old girl with 2nd-degree facial burn and in an exc
Slide 10: Flexible Treatment Offering – Small Burns & Pigmentation
Flexible Treatment Offering – Small Burns & Pigmentation For personal use only 31-year-old female │ ̴11% TBSA │DPT Face │RECELL® alone Treatment Day 9 Days 2 Months After 7 days of no progressive Day 11, patient was discharged 2 months post-op, patient healing with allograft, Spray-On with 100% re-e
Slide 11: Promote Healing in Challenging Areas
Promote Healing in Challenging Areas For personal use only 40-year-old male │<10% BSA │ DPT Face │ RECELL® alone Treatment Day 1 Week 5 Months After 24 days of no progressive At 1 week, At 5 months, minimal scarring and healing with allograft, Spray-On 95% re-epithelialization consistent pigmentatio
Slide 12: Leveraging Premarket Approval in a Multi-Billion Serviceable Market
Leveraging Premarket Approval* in a Multi-Billion Serviceable Market For personal use only SKIN INJURY SKIN FLAWS / DEFECTS $340M $430M $750M Cell & Gene Vitiligo Therapy • Burns (PMA) • Trauma (IDE) (IDE) • Scalds (IDE) • Lacerations • Pediatrics • Degloving BC Outpatient + 3 IDE registration studi
Slide 13: Skin Injury
For personal use only Skin Injury 12
Slide 14: Skin Injury: Significant Opportunity + Concentrated Target
Skin Injury: Significant Opportunity + Concentrated Target For personal use only FUTURE TARGETS: CURRENT TARGET: + 234 High Volume Trauma Centers 366 High Volume 132 Burn Centers Acute Wound Grafting Sites Burn Centers Burn Centers (Outpatient) High Volume Trauma Centers# Scalds, $40 M Burns, $40 M
Slide 15: Skin Injury Framework
TARGET Skin Injury Framework For personal use only Superficial Wound Superficial Partial Deep Partial Full Thickness Thickness Wound Thickness Wound Wound Wound Depth 1st degree 2nd degree 2nd degree 3rd degree Wound Size 0-9.9%* 10-19.9% 20-29.9% 30-39.9% 40%+ Total Body Surface Area (TBSA) Affecte
Slide 16: 1st Premarket Approval Treatment in Burns in Years
1st Premarket Approval Treatment in Burns in 20 Years Dual multi-center, randomized, controlled premarket approval studies For personal use only Pivotal Trial #1 (101 Patients) Pivotal Trial #2 (31 Patients) RECELL (alone) versus SoC (STSG) in RECELL (with widely expanded graft) versus STSG in Secon
Slide 17: Published Health Economic Savings – Patient & Hospital Benefits
Published Health Economic Savings – Patient & Hospital Benefits For personal use only RECELL Reduces Overall Hospital Costs Transforming Care Reduces costs and accelerates recovery by decreasing the number of painful procedures and length of stay in hospital 30% 35% 35% Reduction in Fewer Cost Lengt
Slide 18: Soft Tissue Grafting is Times Larger Than Burns
Soft Tissue Grafting is 5 Times Larger Than Burns For personal use only Road rash Significant Strong Interest Synergistic with Current Unmet Need In RECELL Commercial Efforts Reduction of donor site 89% of respondents 70% of accounts morbidity and donor in surgeon research currently purchasing Traum
Slide 19: Pediatric Patients
Pediatric Patients A unique subset For personal use only • 30% of burns occur between 1 and 15 years of age ~45% Estimated to be associated with scalds • Scalds frequently present as “indeterminate depth” burns • Skin defects healing > 3 weeks have a much higher rate of hypertrophic scarring • Both
Slide 20: Strong Adoption of the RECELL System
Strong Adoption of the RECELL System* For personal use only PMA Early Commercialization Underway 600 100 90 500 80 70 Procedural Volumes 400 60 Sites 300 50 40 200 30 20 100 10 0 0 Q4 CY18 Q1 CY19 Q2 CY19 Q3 CY19 Q4 CY19 Q1 CY20 Q2 CY20 Q3 CY20 New Sites Total Sites Procedures RECELL System procedur
Slide 21: Skin Flaws / Defects
For personal use only Skin Flaws / Defects 20
Slide 22: 1,000 Vitiligo Patients & Peer-Reviewed Publications Showing Benefits
1,000 Vitiligo Patients & 8 Peer-Reviewed Publications Showing Benefits For personal use only SIGNIFICANT UNMET NEED RECELL VALUE PROPOSITION Up to 2% of the population affected • Over 1,000 vitiligo patients treated internationally with RECELL (~6.5M in the US)* • 8 publications of RECELL in vitili
Slide 23: Significant Opportunity for a Single, Curative Therapy
Significant Opportunity for a Single, Curative Therapy For personal use only FIRST LINE SECOND LINE THIRD LINE 100% Re-pigmentation Observed Medical Management Phototherapy and Laser* Third Line With Topicals* (photobooth, excimer laser) Surgical therapies (Corticosteroids, (skin grafting, suction C
Slide 24: Cell / Gene Therapy
For personal use only Cell / Gene Therapy 23
Slide 25: RECELL in Genetic Skin Defects
RECELL in Genetic Skin Defects For personal use only CURRENT PLATFORM FUTURE PLATFORM RECELL delivers healthy epidermal RECELL as a delivery platform for cells from one part to another… modified epidermal cells … +Gx +Gx Harvest for direct +Gx reintroduction Harvest + Cell Modification +Gx 24 * In t
Slide 26: Exploring Cell-Based Gene Therapy for Epidermolysis Bullosa (EB)
Research Program Exploring Cell-Based Gene Therapy for Epidermolysis Bullosa (EB) For personal use only The Challenge The Opportunity Debilitating Curative Skin fragility, disability, cancer Correct underlying genetic defect Efficient High unmet need Simplify manufacturing, No FDA-approved treatment
Slide 27: Rejuvenation: Sponsored Research to Investigate Telomerase
Research Program Rejuvenation For personal use only Sponsored Research to Investigate Telomerase in Reverse Aging of Skin Cells Skin Rejuvenation* • Telomeres act as molecular clocks for cells and their length decreases over time with age • Telomerase (hTERT) enzyme repairs telomeres • Avita now has
Slide 28: Corporate
For personal use only Corporate 27
Slide 29: COVID-19 Pandemic Update
COVID-19 Pandemic Update For personal use only BURN BUSINESS OPERATIONS STUDIES & SUPPORT …ACROSS GEOGRAPHIES Non-Elective Procedure Employees Field Participation and Support • Patients suffering acute thermal burns • Implemented comprehensive work from • Comprehensive digital and audio require imme
Slide 30: Adapting to Meet the Needs of Patients and Customers
Adapting to Meet the Needs of Patients and Customers For personal use only Live Case Peer-to-Peer Communications Support Interactive Virtual Digital Trainings Promotion Virtual Events Remote Case At Burn Support Conferences 29
Slide 31: Intellectual Property
Intellectual Property For personal use only ROBUST PROTECTION… …ACROSS GEOGRAPHIES Cell Suspension Preparation Technique / Device Canada • Commercial RECELL device, composition of matter, and associated methods of use United States Europe China Cell Suspension And Use Thereof Japan • Method of prepa
Slide 32: Experienced Leadership Team
Experienced Leadership Team For personal use only Dr. Michael S. Perry Erin Liberto Andrew Quick Sean Ekins Donna Shiroma CEO CCO CTO V.P. of Finance General Counsel >30 years 17 years 25 years 19 years 20 years experience experience experience experience experience Affiliations: Affiliations: Affil
Slide 33: AVITA Therapeutics: Spray-On Skin
AVITA Therapeutics: Spray-On SkinTM SKIN INJURY For personal use only Spray-On Skin Enables Skin Regeneration • Burns* • Scalds • Soft Tissue • Pediatric • Traumatic Wounds RECELL harnesses the skin’s own regeneration capabilities • Standard of care enabling technology • Donor skin-sparing + activat
Slide 34: Thank you for your kind attention
For personal use only Thank you for your kind attention 33
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