Evolus, Inc. Common Stock · NASDAQ:EOLS
Evolus, Inc. Common Stock — Investor Presentation (January 2020)
20 slides from Evolus, Inc. Common Stock's investor presentation, Jan 10, 2020
Slide 1: Our Goal - Beauty Experience Delightful and Achievable
OUR GOAL - beauty experience delightful and achievable
Slide 2: Forward Looking Statements
Forward Looking Statements ‘Special Note Regarding Forward-Looking Statements ‘This presentation contains forward-looking statements. Allstatements other than statements of historical foctsconteined i this presentation, including statements ‘ore subject to rsks ond uncertainties thot could cause act
Slide 3: Important Safety Information
Important Safety Information IMPORTANT SAFETY INFORMATION FOR JEUVEAU ® (prabotulinumtoxinA-xvfs) JEUVEAU may cause serious side effects that can be life threatening. Get Br a epee aire pete een en eee Problems swallowing, specking, or breathing, due to weakening of associated muscles, can be severe
Slide 4: Evolus is Performance Beauty
Evolus is Performance Beauty Experienced Management Team Large Market Opportunity Unique Frictionless Digital Platform Accelerating Market Growth Largest Categoryin Medical Aesthetics, ‘ur Fete Personalization t Seale $2.08 $1.48 si.28 Exclusive Aesthetic Only Focus Investor Prosentation
Slide 5: Singularity of Focus
Singularity of Focus OTHERS 2017E 2018E 2019E 2022E Focused on multiple Exclusively for aesthetics Therapeutic areas
Slide 6: Our Highly Experienced Leadership Team
Our Highly Experienced Leadership Team David Moatazedi Lauren Silvernail Rui Avelar, MD Michael Jafar Jeff Plumer Kurt Knab Crystal Muilenburg Amy Fox Alex Sabad STR HADES N OFFICER CHIEF MARKETING OFFICER iCE PRESIDEN ICE PRESIDEN ICE PRESIDENT, CORPORA ICE PRESIDEN RESIDENT,
Slide 7: Purification method: Crystallization
Purification method: Crystallization enim Finishing method: Vacuum dried Me 900 kDa 0.5 mg 0.9 mg prabotulinumtoxinA Human Serum salt Albumin State-of-the art manufacturing facility with patented Hi-Pure™ technology
Slide 8: Jeuveau Global Clinical Program
Jeuveau® (PrabotulinumtoxinA-xvfs) 4 Global Clinical Program CLINICAL PROGRAM Phase III Studies Phase II Studies Single Treatment, 5 Month Studies Repeat Treatment, I Year Studies US EV-001 and EV-002 US EV-004 + Two identical Phase Ill studies + N= 362 + N=330 EV-001, N= 324 EV-002 + Freeze dried f
Slide 9: Jeuveau Head to Head Phase III Trial
Jeuveau® Head to Head Phase III Trial Europe & Canada Primary Endpoint Responder Rate Day 30 { GLS = 0 or lat Maximum Frown Investigator Assessment | | | 7 i | 1 100 82.8 SUBJECT SATISFACTION GLS IMPROVEMENT. GLOBAL AESTHETIC IMPROVEMENT SCALE : aa i iz i) i i i : o pu —— o GLS IMPROVEMENT GLOBAL AE
Slide 10: Placebo Onabot Prabot
Placebo Onabot Prabot All 32.7% 41.9% 37.6% Related 41% 14.6% 15.5% 10
Slide 11: Differentiated Marketing Driving High Consumer Engagement
Differentiated Marketing Driving High Consumer Engagement >380M Media Impressions Jeuveau® High Patient Satisfaction! Premium beauty brand Launched to consumers through a high impact, modern and fresh marketing approach driven through customer accounts and social media. Overall Satisfaction with Lik
Slide 12: J.E.T. Catapulted Jeuveau to the #3 Unit Share Position
aE J.E.T. Catapulted Jeuveau to the #3 Unit Share Position J J.E.T. Accounts Drove >80% of 2019 Revenue eno Experience reatment Broad Adoption by HCPs and Patients! Attracted New Patients Broad Distribution of Patients Across Age Groups JET. Survey? Participants go >5, OOO Accounts envoiies aa ’ 39%
Slide 13: Purchasing Accounts, Re-order Rates, Quarterly 2019 Net Revenue
Purchasing Accounts! Re-order Rates? Quarterly 2019 Net Revenue? >3,500 56% $18.5M - $19.5M4 $13.3M >2,000 aes 12% >350 $2.3M Q2 Q3 a4 Q2 Q3 Q4 Established broad base of accounts in 2019 Re-orders represent an increasing portion of revenue mix Strong quarterly sequential growth
Slide 14: What We Built in 2019; 2020: Building a Digital First Consumer Brand
WHAT WE BUILT IN 2019 2020: BUILDING A DIGITAL FIRST CONSUMER BRAND : a4 lain Amodern launch Value based consumer NEWTOX oT loyalty program x pur) Compelling programs Differentiated customer ay ig prog $75 OFF ls DAY loyalty program * ., 2° Digital Foundation Consumer Branding ase we
Slide 15: Millennial Growth Strategy
Slide 16: Our Future: Personalization at Scale
Our Future: Personalization at Scale ‘Over 5k Practices — ‘Consumer Loyalty Investor Presentation ae Sie, Ein tear ou ‘S 1 2 hf ‘ 7 4 H 1 PLATFORM i Customer 4 1 CUSTOMER fi eyalty. iN 6 ™ f a fl xe oO Lead Generation 16
Slide 17: The Right Platform for the Future
The Right Platform for the Future TO DO LIST Our Pipeline OUR GOAL Achieve #2 unit market share position in the U.S. within 24 months of launch EVOLUS PRACTICE Investor Presentation TECH 7
Slide 18: Financials
Slide 19: Strong 2019 Financial Performance
Strong 2019 Fi nan cia | Jeuveau® Net Revenue $2.3 $13.2 Gross Margin N% 72% Pe rfo r mM (e| n ce GAAP Operating Expense! $37.6 $34.6 Non-GAAP Operating Expense! $32.9 $29.1 Net Loss $37.6 $27.0 * Q4 2019 Preliminary Estimated Net Revenue of between Cash, cash equivalents and short-term investments
Slide 20: GAAP to Non-GAAP Reconciliation
GAAP to Evolus has presented Non-GAAP Operating Expense which is calculated as GAAP Operating Expense excluding: (i) stock-based compensation expense, (i the revaluation of contingent royalty obligations, and (ii) depreciation and amortization. Management believes that non-GAAP Operating Expense is