Vitura Health Limited · ASX:VIT
Vitura Health — Bell Potter Healthcare Conference 2023
34 slides from Vitura Health's conference presentation, Nov 16, 2023
Slide 1: ASX Announcement: Bell Potter Healthcare Conference
ASX ANNOUNCEMENT BELL POTTER HEALTHCARE CONFERENCE 16 NOVEMBER 2023 Melbourne, Australia – Vitura Health Limited (ASX: VIT) (Vitura and Company) is pleased to release the attached investor presentation which the Company will present online today at the Bell Potter Healthcare Conference. ** ENDS ** F
Slide 2: About Vitura Health Limited
About Vitura Health Limited (ASX:VIT) www.vitura.com.au Vitura Health Limited is diversified digital health business listed on the ASX (ASX:VIT) and, via its wholly owned subsidiaries, operates the following businesses: ● www.burleighheadscannabis.com Burleigh Heads Cannabis - operates the market le
Slide 3: Cannadoc, contact and forward-looking statements
● www.cannadoc.com.au The Company owns 75.5% of Cannadoc Health Pty Ltd, a medicinal cannabis clinic business that undertakes nationwide telehealth consultations with patients seeking access to medicinal cannabis. Authorised by Rodney Cocks, Chief Executive Officer and Executive Director Contact Vit
Slide 4: Bell Potter 2023 Healthcare Conference
For personal use only Bell Potter 2023 Healthcare Conference 16 NOVEMBER 2023 Innovating the delivery of healthcare 1
Slide 5: Investment Highlights and Financial Results
Investment Highlights and Financial Results Digital health platform company with outstanding growth in FY2023, well positioned for FY2024 growth Market leading, profitable and growing digital health company with a deep moat around the CanView business model Profitable, highly cash generative, divide
Slide 6: Financial Performance
For personal use only FINANCIAL PERFORMANCE
Slide 7: Financial Highlights – A record year in FY2023
Financial Highlights – A record year in FY2023 A record year on all metrics, with total Revenue of $117m+ and NPAT of nearly $14m Significant, double and triple figure, growth of all major financial metrics in FY2023 compared to FY2022 For personal use only FY2023 Movement FY2022 Revenue $117.34m 75
Slide 8: Second fully franked 1.0c dividend declared and DRP
Second fully franked 1.0c dividend declared and DRP Based on Vitura’s record FY2023, the Board has resolved to pay a fully franked dividend for the second consecutive year – rewarding shareholders in a very tangible way For personal use only 1.0 cent 1.0c dividend for every share held Dividend Reinv
Slide 9: Significant revenue growth over the full FY2023
Significant revenue growth over the full FY2023 A record full year, with Revenue growing at a Compound Annual Growth Rate of 132% o H2 FY2023 was focused on development and VIT Revenue Analysis by Half Years rollout of the CanView 2.0 platform, positioning For personal use only H1 FY2021 – H2 FY2023
Slide 10: Vision26 - The strategy to deliver sustainable growth
Vision26 - The strategy to deliver sustainable growth Leveraging a successful FY2023, the Board and Executive Leadership Team have developed and implemented Vision26, our 3 year growth strategy with clearly defined strategic priorities for execution For personal use only FY2023 Growth and Operationa
Slide 11: doctorsondemand.com.au
For personal use only doctorsondemand.com.au Vitura Health Limited Bell Potter Healthcare Conference Investor Presentation 16 November 2023 8
Slide 12: Doctors on Demand - a value accretive acquisition
Doctors on Demand - a value accretive acquisition We are excited to have, on 26OCT23, closed the transaction to acquire 100% of Doctors on Demand a nationwide 24/7x365 telehealth platform business with a current consults annual run rate of ~300k consults o Doctors on Demand (DoD) was established in
Slide 13: DoD is a leading nationwide 24/7x365 telehealth business
DoD is a leading nationwide 24/7x365 telehealth business The building blocks of the Doctors of Demand business have evolved over the last 8+ years into a marketing leading telehealth platform consulting to hundreds of thousands of patients For personal use only o DoD was established in 2015 by John
Slide 14: The DoD model - telehealth pricing and consult offerings
The DoD model - telehealth pricing and consult offerings DoD offers a full-service consultation telehealth business model on its sophisticated platform, however, is not currently involved in medications / products for its patients o Consults are available 24 / 7 x 365 For personal use only o All int
Slide 15: Comparable transaction – Wesfarmers/API + InstantScripts
Comparable transaction – Wesfarmers/API + InstantScripts The most significant transaction in the telehealth space in Australia was the purchase of InstantScripts by Wesfarmers business API for $135m in June 2023 For personal use only o Wesfarmer’s wholly owned pharmaceutical distribution business pu
Slide 16: DoD is achieving record financial performance
DoD is achieving record financial perfomance DoD are experiencing record QoQ and MoM growth of revenue, providing a significant platform for growth and resourcing of strategic projects in the business Record Financial Achievements at Acquisition For personal use only As at completion of the transact
Slide 17: These results are driven by significant consult numbers
These results are driven by significant consult numbers Driving these record financial results are significant numbers of B2C and B2B patient numbers, which are also experiencing solid growth Record Operational Achievements at Acquisition For personal use only 120+ Doctors currently treat patients o
Slide 18: We are a growing, profitable, Australian market leader
We are a growing, profitable, Australian market leader As a market leading digital health platform company with financial strength and a large addressable market, Vitura is well positioned for further growth in FY2024 and beyond with our Vision26 strategy o As a digital health platform business, Vit
Slide 19: Appendices - Company Overview
For personal use only Appendices - COMPANY OVERVIEW
Slide 20: We operate at the downstream end of the value chain
We operate at the downstream end of the value chain Vitura Health is focused on the high value, downstream end of the value chain for sustainable long-term growth and profitability – based on our market leading CanView platform For personal use only Cultivation Extraction Manufacturing Finished Prod
Slide 21: What we do – a clear focus on the CanView platform
What we do – a clear focus on the CanView platform Laser focused on the CanView platform, products and our clinic businesses Vitura Health delivers medicinal cannabis prescription, sales and distribution services for prescribers, patients, pharmacies and suppliers throughout Australia via its market
Slide 22: Cortexa Psychedelics JV with PharmAla
Cortexa Psychedelics JV with PharmAla (CSE:MDMA) On 02 May 2023 Vitura Health announced our JV with PharmAla Biotech – Cortexa. Which aims to be a leading supplier of both MDMA and Psilocybin in Australia For personal use only o Vitura Health and Canadian-based PharmAla Biotech o Cortexa will have e
Slide 23: Tech and Distribution JV with Releaf franchise network
Tech and Distribution JV with Releaf franchise network On 16 May 2023 we announced our nationwide JV with Releaf Group – Australia’s Leading National Medical Cannabis Clinical Franchise Network For personal use only o Vitura Health and Australian-based Releaf Group have established o Releaf’s dispen
Slide 24: The CanView platform – an online ecosystem
The CanView platform – an online ecosystem The CanView platform facilitates all aspects of the medicinal cannabis ecosystem for patients, prescribers, pharmacists and suppliers – with clear Network Effects Referred Patient For personal use only Patient books a Prescriber appointment via CanView in p
Slide 25: CanView Overview and Benefits
CanView Overview and Benefits CanView overview and benefits for prescribers, patients, pharmacists and suppliers in the prescription, sale and distribution of medicinal cannabis products Free to use | The platform is free for all users to register and use For personal use only Compliance | Built in
Slide 26: CanView for Patients
CanView for Patients CanView solves multiple problems for patients that were previously impossible, or very difficult to achieve, without the platform – user friendly interface, intuitive functionality, designed with the patient in mind For personal use only The number of Patients on CanView has gro
Slide 27: CanView for Prescribers
CanView for Prescribers CanView allows prescribers to build their practice, makes prescribing streamlined and underpins their compliance obligations for regulators, including AHPRA and the TGA Quarter on quarter the number of Prescribers For personal use only Cumulative prescriber accounts on CanVie
Slide 28: CanView for Pharmacies
CanView for Pharmacies CanView enables pharmacies to build a dispensing business, and based on feedback from pharmacies it saves them time, delivers on compliance obligations and makes dispensing extremely efficient CanView has onboarded more than For personal use only Cumulative pharmacy accounts o
Slide 29: CanView for Suppliers
CanView for Suppliers For suppliers, CanView generates sales, through prescriber scripts. Moreover, rather than waiting for monthly updates, CanView provides suppliers with real time data, transparency and forecasting insight 39 of the leading brands are onboarded on For personal use only CanView, w
Slide 30: Australia's leading brands have partnered with CanView
Australia’s leading brands have partnered with CanView CanView is trusted by Australia’s leading domestic and international brands to sell and distribute the widest range of medicinal cannabis products available, which currently numbers 39 brands For personal use only Highly rigorous process to sele
Slide 31: The Team – Board and Executive
The Team – Board and Executive Strategy and execution focused We have assembled an experienced, commercially-focused team to execute on the Vision26 strategy and create sustainable shareholder value over the long term. Experienced Board combining deep business development, sales, distribution, brand
Slide 32: Disclaimer
For personal use only DISCLAIMER
Slide 33: Disclaimer applying to this Presentation
Disclaimer applying to this Presentation The following disclaimer applies to this presentation (Presentation) You are therefore advised to read this disclaimer carefully before reading or making any other use of this Presentation or any information contained in this Presentation. This Presentation h
Slide 34: Vitura Health Limited contact details
For personal use only VITURA HEALTH LIMITED ASX : VIT www.vitura.com.au info@vitura.com.au 1300 799 491
Vitura Health — Bell Potter Healthcare Conference 2023 on 6ix