Lifemd, Inc. · NASDAQ:LFMD
Lifemd — Immudyne — Investor Presentation (January 2016)
16 slides from Lifemd's investor presentation, Jan 19, 2016
Slide 1: Immudyne Investor Presentation Q1 2016
IMMUDYNE Investor Presentation Q1 2016 www.immudyne.com (OTCQB: IMMD)
Slide 2: Safe Harbor
Safe Harbor This presentation contains “forward-looking statements" within the meaning of the federal securities laws and is intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995, including statements related to the Company's futur
Slide 3: Overview
Overview = ImmuDyne is a biotech company focused on developing & marketing safe and efficacious products based on a proprietary immune-modulator, Beta-1/3,1/6- glucan ™ Clinical evidence demonstrates ability to protect against pathogens, amplify cytotoxic agents treating cancer, and naturally improv
Slide 4: Corporate Highlights
Corporate Highlights 70% top-line growth in 2015; expected profitability in 2016 = Stable cash position and conservative monthly overhead " Large unmet need; $18B U.S. skincare market lacks products that ‘work’ = Product launch in Dec 2015 estimated to result in $10M+ sales run-rate for 2016 v. FY15
Slide 5: What is Beta-1/3,1/6-glucan?
What is Beta-1/3,1/6-glucan? = Beta- 1/3,1/6-glucan (“B-glucan”) is a safe and potent immune modulator derived from the cell wall of Baker’s yeast = Natural polysaccharide that binds to the dectin-1, CR3, and TLR receptors found on immune cells, including natural killer (NK) cells, dendritic cells (
Slide 6: B-glucan Clinically Proven In Skin Applications
B-glucan Clinically Proven In Skin Applications 150-patient study demonstrated statistically-significant (p-value =<0.0005) improvement in skin health (Leung et al.) after 28 and 56 days, respectively = ImmuDyne’s B-glucan was formulated for skincare application topically and applied twice per day =
Slide 7: B-glucan vs. Competition in $18B Skin Market
B-glucan vs. Competition in $18B Skin Market = Popular anti-aging creams rely on synthetic peptides to stimulate skin cells to produce collagen; the clinical benefit is usually not proven. = Botulinum toxin, or Botox ($2.2B, FY’14 sales) injection made by Allergan enhances the appearance of skin by
Slide 8: SGM Delivery Technology
SGM Delivery Technology = SGM is a proprietary natural molecule that enhances delivery of active agents like our B-glucan to an intended target, eg. immune cell receptor, and can be formulated to offer extended-release benefit = We've partnered with BioEC, a leading lab in next-gen cosmetics, to dem
Slide 9: Product Portfolio
Product Portfolio ImmuDyne is developing B-glucan as a natural alternative or adjuvant agent for serious, unmet medical needs in oncology, infectious disease and wound care. Our SGM delivery technology offers the potential for rapid onset action, extended-release and more potent drug activity. Devel
Slide 10: Joint Venture with Inate Scientific
Joint Venture with Inate Scientific = Formed joint venture (JV) with Inate Scientific (“Inate”) in Oct 2015 to market a line of B-glucan-based skincare products direct to consumers = ImmuDyne owns 33.3% of Inate Scientific and has a 51% voting interest in the entity; we may increase our equity stake
Slide 11: Inate Scientific Initial Traction
Inate Scientific Initial Traction = >$175,000 in sales in month 1 beta launch = 2,000 new trial orders/week as of 1/2/2016 = Anticipated net revenue of $100+ per trial order = Projecting 15,000 trial orders/week by Q1 2017 = Intending to launch additional SKU’s and product lines We believe that our
Slide 12: Key Scientific Publications Of B-glucan
Key Scientific Publications Of B-glucan = Immune-Regulating Properties. /mmune-modulatory effects of dietary Yeast Beta- 1,3/1,6-D-glucan (Nutritional Journal, Stier et al) = Adjuvant For Cancer Therapy. Therapeutic potential of various beta-glucan sources in conjunction with anti-tumor monoclonal a
Slide 13: Strong Management & BOD
Strong Management & BOD Mark McLaughlin, President & CEO. Former SVP at Oppenheimer & Co., Lehman Brothers. Led ImmuDyne's commercial build-out, and turn-around to profitable biotech company. Dr. Anthony Bruzzese, Chairman. Radiologist certified by the American Board of Internal Medicine and the Ame
Slide 14: Upcoming Catalysts
Upcoming Catalysts IMMD will see multiple value-creating milestones in 2016: Profitability expected in Q1’16 & Fiscal 2016 Results of Bio-EC study expected to grow raw material sales towards $2M and support Inate JV sales run-rate at $10M in 2016 Inate to launch 2 new B-glucan-based SKUs in Q1’16 Pa
Slide 15: Investment Summary
Investment Summary = Profitable & Growing. Immudyne is profitable and is expected triple digit sales growth in FY2016. = Proprietary & Effective Product. We manufacture, sell and out-license the purest, all natural yeast beta glucan on the market. B-glucan has been proven in thousands of clinical st
Slide 16: Immudyne Investor Contact
IMMUDYNE OTCQB: IMMD Investor Contact: Mark McLaughlin, CEO markmcl@immudyne.com www.immudyne.com 16