Vitasora Health Limited · ASX:VHL
Vitasora Health — Investor Presentation (March 2020)
19 slides from Vitasora Health's investor presentation, Mar 17, 2020
Slide 1: A Respiratory eHealth SaaS Company extending patient care beyond the clinic
A Respiratory eHealth SaaS Company extending patient care beyond the clinic.
Slide 2: Transition to Launch Phase
TRANSITION TO LAUNCH PHASE • Strategy Change from Device Manufacturer to eHealth SaaS • Clinical Validation close to publication with 2 more trials in the planning • Wheezo® Production • CE Mark & TGA Approval granted • Cost cuts • New CEO & World Class Team • Transformation in 2020 1
Slide 3: Company Overview
COMPANY OVERVIEW CAPITAL STRUCTURE (ASX:RSH) BOARD OF DIRECTORS MR NICHOLAS SMEDLEY EXECUTIVE CHAIRMAN Market Cap. AU$41M Investment banker and M&A Advisor at UBS and KPMG. Global as of 16 March 2020 M&A transactions ranging from $9BnN defence of WMC Resources through to the investment of $65M into
Slide 4: Asthma in Australia
ASTHMA IN AUSTRALIA • In 2017-18, 2.7 million Australians (11.2%) had asthma.1 • Over 400 Australians die due to asthma each year (most recently, 441 deaths due to asthma in 2017). 2 • Excess SABA use is a reliable predictor of asthma exacerbations3 and deaths.4 • 45.3% have poorly controlled asthma
Slide 5: Asthma is Sub-Optimally Managed
ASTHMA IS SUB-OPTIMALLY MANAGED Personal ongoing monitoring asthma control could help. • There are more than 340M people with asthma in the world and this number is growing. • In an Australian study involving 4,274 patients, 70% of asthmatics who believe they are managing their condition, are not an
Slide 6: Indicative Timeline of Milestones
INDICATIVE TIMELINE OF MILESTONES in calendar 2020 Exacerbation trial commencement AU Pharmacy Partner Announced Pharmacy dist. Agreement with wholesalers AU Pharma Partner Announced Medical Advisory Board Formation Full scale manufacturing Patient/Dr Experience Promotion with partners commences New
Slide 7: eHealth SaaS Strategy
eHEALTH SaaS STRATEGY Building an ongoing annuity stream from App subscription • World Class Respiri team, experienced Chief Clinical Officer leading algorithm development and clinical content, CTO with Silicon Valley pedigree leading app build & data management infrastructure & Respiri competency d
Slide 8: eHealth SaaS Strategy
eHEALTH SaaS STRATEGY Asthma is poorly managed by patients particularly children and the aged • 70% of “treated” asthma sufferers are not aware of their condition (controlled vs uncontrolled). Improving patients’ education around their respiratory health, symptoms & triggers is critical. • Having th
Slide 9: eHealth SaaS Strategy
eHEALTH SaaS STRATEGY Australian focus will optimise resources, cash and tune launch strategy • 1,000 Respiratory Physicians who see about 70 patients per week • Patients are difficult to treat asthmatics • Respiri’s goal is to secure 3 patients/week/physician (<0.5% of patient consultations) = 150,
Slide 10: Pathway to Commercialisation
PATHWAY TO COMMERCIALISATION Accelerating & optimizing launch through partnerships • Newly appointed General Manager of Commercial Operations. Extensive experience in health, successful launches, building teams • Sole 2020 Commercialisation focus is the Australian market. Launch Q4 2020 • Well advan
Slide 11: Clinical Validation
CLINICAL VALIDATION Building credibility with the medical community • Professor Bruce Thompson joined by leaders in respiratory medicine, Professors Frank Thien, Sarath Ranganathan & Greg King on Australian Medical & Scientific Advisory Board • Study 1 Eastern Health (Stethoscope Comparison) near co
Slide 12: Wheezo Production
WHEEZO® PRODUCTION Building Supply Capacity • wheezo® breath sensor manufacturing package complete • Supply chain management – forecasting, planning, procurement, strategic sourcing in progress • First batch of 500 scheduled for production by SRX Dandenong – March/April 2020 • Transfer of production
Slide 13: Transition to Launch Phase
TRANSITION TO LAUNCH PHASE • Strategy Change from Device Manufacturer to eHealth SaaS • Clinical Validation close to publication with 2 more trials in the planning • Wheezo® Production • CE Mark & TGA Approval granted • Cost cuts • New CEO & World Class Team • Transformation in 2020 12
Slide 14: A Breath of Fresh Ideas
A Breath of Fresh Ideas Our Q4 2020 launch will empower patients by making them experts in their asthma 13
Slide 15: Addendum - Proposed Capital Raise
Addendum - Proposed Capital Raise The following additional slides provide: • Vision, Positioning & Planning • Use of funds 14
Slide 16: Strategic Imperatives
STRATEGIC IMPERATIVES KEY ACTIONS RESPIRI VISION, POSITIONING & PLANNING ESTABLISH WHEEZO PROFILE VISION EXTENDING CARE BEYOND THE CLINIC POSITIONING WHEEZO EMPOWERS PATIENTS BY MAKING THEM EXPERTS IN THEIR ASTHMA. HARNESS & MOBILISE SPECIALISTS EDUCATE & ACTIVATE HCPs TARGETTED CONSUMER OUTREACH Ba
Slide 17: Proposed Use of Funds
PROPOSED USE OF FUNDS Wheezo Product Development $0.4 million Clinical Development $0.3 million Manufacturing $0.5 million Sales & marketing $0.5 million Regulatory, general, admin $0.2 million Costs of the offer $0.1 million TOTAL $2.0 million 16
Slide 18: Forward Looking Statements
Forward Looking Statements Certain statements made in this announcement are forward-looking statements. These forward looking statements are not historical facts but rather are based on Respiri’s current expectations, estimates and projections about the industry in which Respiri operates, and its be
Slide 19: Risk Factors
Respiri Limited (The Company) Risk Factors This report identifies some of the major risks associated with an investment in the Company. The risk factors below ought not to be taken as exhaustive of the risks faced by the Company or by investors in the Company. Speculative nature of investment An inv