Pro Medicus, Ltd. · ASX:PME
Pro Medicus — Shareholder Meeting (November 2013)
31 slides from Pro Medicus's shareholder meeting presentation, Nov 22, 2013
Slide 1: AGM November 2013
For personal use only AGM November 2013
Slide 2: Chairman's Address
For personal use only AGM November 2013 Chairman’s Address
Slide 3: Chairman's Address to AGM: Welcome and Introduction
PRO MEDICUS LIMITED Chairman’s Address to AGM 22 November 2013 WELCOME AND INTRODUCTION For personal use only Ladies and Gentlemen, On behalf of my fellow Directors I would like to welcome you to the Annual General Meeting of Pro Medicus Limited and thank you for taking the time to be with us. My na
Slide 4: Chairman's Report: Overview
CHAIRMAN’S REPORT Overview The financial results for the 2013 financial year recorded a very healthy profit. For personal use only However a closer reading of the financial statements indicates that the profit from continuing operations before tax (absent of profits from the Amira business and impai
Slide 5: Company's Share Price and Dividend Policy
Company’s share price Since the announcement of the second major Visage sale in the US on 21 October, the share price has recorded a significant increase. We recognize that whilst share prices will fluctuate for a variety of reasons they are in general an indication of future For personal use only e
Slide 6: CEO Presentation
For personal use only AGM November 2013 CEO Presentation
Slide 7: FY-13 in Review
FY-13 in Review For personal use only • Revenue in line with FY2012 • Increased spend on “Coral” rollout • Successful sale of Amira • Company remains debt free • Cash reserves ~ $14M (as of 30/6/13) • Total dividend 2c Share FF • Strongest balance sheet in company’s history
Slide 8: Product Suite
For personal use only PME Ltd Pro Medicus Visage Visage 7 Pro Medicus (RIS) Pro Medicus.net OEM Product Suite Coral (RIS)
Slide 9: Pro Medicus RIS
Pro Medicus RIS For personal use only • Historically mainstay of the Australian business • Full migration path to Coral • All existing users to transition to new platform • promedicus.net steady despite highly competitive market
Slide 10: Coral – Everything is New
Coral – Everything is New For personal use only
Slide 11: New Technology Platform "Coral"
New Technology Platform “Coral” For personal use only • Latest in technology –Google like search. • Integrated Rules and Workflow engines • Highly scalable – designed for the largest groups • Deployable as “App” • Extremely bandwidth efficient • Very modular – adaptable to many markets
Slide 12: Milestones – New Technology Platform
Milestones – New Technology Platform For personal use only • Commercially released and implemented • Speed of product development has increased • Technology is leading edge • Feedback from customers positive • New clients - in combination with Visage • Will reposition company as leader in field • 12
Slide 13: Visage Technology
For personal use only Visage Technology
Slide 14: Milestones - Visage
Milestones - Visage For personal use only • Significant ongoing Product Development • Continues to lead field in functionality and performance • Visage Referrer Access Gateway • Visage “Ease” - iPad and iPhone • Excels with new technologies eg Breast Tomosynthesis
Slide 15: Milestones – Visage EASE Mobile
Milestones – Visage “EASE” Mobile For personal use only • Incredibly fast mobile access • Leading edge functionality • Uses existing Visage infrastructure • Extremely scalable • Significant differentiator to referrer community Visage EASE – 1Phone/iPad App
Slide 16: Milestones – Visage EASE Mobile
Milestones – Visage “EASE” Mobile For personal use only Visage EASE – 1Phone/iPad App
Slide 17: North America
North America For personal use only • Worlds biggest market. • Market for PACS estimated at ~ US $1.2Billion/PA • Moving towards “Best in breed” approach • Market fragmented and in process of consolidating. • Visage brand has growing presence. • Know as leader in thin client viewer & 3D PACS technol
Slide 18: North America – Market
North America – Market For personal use only • 2 Significant deals in the last 6 months • Number of new opportunities for Visage technology. • Leads spread across all key market segments: • Enterprise Hospitals • Imaging Centres • Teleradiology/Remote reading groups • Industry consolidation to creat
Slide 19: Pricing Models – Pay per View
Pricing Models – Pay per View For personal use only • Pay per View gaining increasing acceptance. • Alternative to capital model • Used in recent US contracts • Starting to be adopted in Australia • Upside as client examination volumes grow • Revenue spread more evenly over length of contract – less
Slide 20: North America – vRad
For personal use only North America – vRad
Slide 21: North America – vRad: Pivotal Deal for Visage
North America – vRad For personal use only • Pivotal Deal for Visage 7 • Largest radiology group in North America • Over 400 Radiologists doing > 7M Exams/year • RG2 technology platform – Visage major component. • Transaction based model - significant upside • Puts Visage “On Map” for large sites in
Slide 22: VISN pro¢medicus
VISN 23 pro¢medicus OUR SUPPORT. YOUR SUCCESS.
Slide 23: VISN
VISN 23 For personal use only • US $4M deal over 5 Years • Revenue to start this FY. • 1st US Government contract • New market segment • Opens opportunities for more VA/Military contracts • Increases footprint and awareness in US
Slide 24: RSNA 2013
For personal use only RSNA 2013
Slide 25: visageimaging.com
For personal use only visageimaging.com
Slide 26: Australian – Management
Australian – Management For personal use only • Danny Tauber – General Manger Australia • Previously Chief Operations Manager • Has been with the company over 20 years. • Positive impact on customer services • Supervising team for Coral roll out in Australia
Slide 27: US – Management
US – Management For personal use only • Brad Levin – General Manger & Global Head of Marketing • Joined August 2011 • Industry veteran with excellent track record. • Having positive impact • Will lead team at RSNA conference
Slide 28: European – Management – Malte Westerhoff
European – Management – Malte Westerhoff For personal use only • Co Founder and co-developer of Visage platform • General Manger of European Operations • Leads team of 38 people • Globally in charge of Visage & Coral
Slide 29: European – Management – Detlev Stalling
European – Management – Detlev Stalling For personal use only • Co Founder and co-developer of Visage platform • Head of R&D • Heads strong development team • Works with both Visage and Coral R&D
Slide 30: Into the Future
Into the Future For personal use only • Visage to continue to build on base in North America & Australia • Coral to ramp up over next 12 months • Leverage 2 leading edge technologies • Penetrate broader range of market segments • Pay per view - increase recurring revenue base • Revenue increase to d
Slide 31: AGM November 2013
For personal use only AGM November 2013