Pro Medicus, Ltd. · ASX:PME
Pro Medicus — MicroEquities Rising Stars Conference (July 2014)
20 slides from Pro Medicus's conference presentation, Jul 1, 2014
Slide 1: Pro Medicus Limited (ASX PME)
For personal use only Pro Medicus Limited (ASX PME) Presented by Sam Hupert (CEO)
Slide 2: Company Time Line
Company Time Line For personal use only • Leading provider of SW for Diagnostic Imaging (Radiology) market • Founded in 1983 – “By Drs for Drs”. • Practice Management – billing, scheduling, practice analytics • Promedicus.net – internet transaction based delivery system - 2000. • February 2009 – Acq
Slide 3: Pro Medicus listed company
Pro Medicus (ASX:PME) listed company For personal use only Visage Imaging – wholly owned subsidiary Offices in three continents Total of 70 staff – 40 Software Engineers EU Headquarters / R&D Berlin, Germany US Headquarters San Diego, CA Group Headquarters Melbourne
Slide 4: Product Suite
For personal use only PME Ltd Visage 7 Pro Medicus (RIS) Pro Medicus.net OEM Product Suite Visage RIS
Slide 5: visageimaging.com
For personal use only visageimaging.com
Slide 6: In the beginning…
In the beginning… For personal use only Data sizes 10 Meg to 150Meg
Slide 7: Then there was the web…
Then there was the web… For personal use only Data sizes 30 Meg to 350Meg
Slide 8: Current Imaging Technology
Current Imaging Technology For personal use only • Massive Data explosion • Higher image density - CT leaps from 64 Slices to 256 and now 640 • 3T MRI – over 4 times the dataset of 1.5T • Functional Imaging eg PET scan often > 1.5 to 2 Gig Gigabytes • Digital Breast Tomosynthesis (DBT) files can be
Slide 9: It's better on the server-side…
It’s better on the server-side… For personal use only
Slide 10: Visage Technology
Visage Technology For personal use only • Visage 7.0 – unique thin client technology. • Extremely well positioned in growing US market. • Highly modular solution addresses > 95% of market • Universal viewer • Referrer (clinical) distribution • Teleradiology/Remote reading. • Full 3D PACS
Slide 11: 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 12: What's the Word? - Deconstructed PACS
What’s the Word? - “Deconstructed” PACS, For personal use only VNA use surging – VNA's projected to store 31% of new imaging studies worldwide by 2016 InMedica, May 2012 Of late, imaging IT has been a "barren" field of technology innovation Reiner & McKinley, JDI, June 2012 No single vendor will do
Slide 13: What's the Word? - Deconstructed PACS - VNA
What’s the Word? - “Deconstructed” PACS - VNA For personal use only Radiology Urology Gastroenterology Oncology Cardiology Neurology
Slide 14: What's the Word? - Deconstructed PACS
What’s the Word? - “Deconstructed” PACS For personal use only VNA use surging – VNA's projected to store 31% of new imaging studies worldwide by 2016 InMedica, May 2012 Of late, imaging IT has been a "barren" field of technology innovation Reiner & McKinley, JDI, June 2012 No single vendor will do E
Slide 15: Introducing Visage
For personal use only Introducing Visage 7
Slide 16: Deconstructed PACS Architecture
Deconstructed PACS Architecture For personal use only
Slide 17: North America
North America For personal use only • Worlds biggest market. • Market estimated at > US $1.5 billion/PA • Paradigm Shift towards “Best in breed” or Deconstructed approach • Market fragmented and in process of consolidating. • Visage brand has growing presence. • Know as leader in thin client viewer
Slide 18: North America – Market
North America – Market For personal use only • 3 large deals in the last 12 months • Increasing opportunities for Visage technology. • Pipeline spread across all key market segments: • Enterprise Hospitals • Imaging Centres • Teleradiology/Remote reading groups • Industry consolidation to create fur
Slide 19: Pricing Models
Pricing Models 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 upfront • Goin
Slide 20: Company - Summary
Company -Summary For personal use only • Unique technology • Established “beach head” in world’s largest market • Recurring revenue stream – transaction model ~ $30M in forward contracts and growing • Strong Balance sheet – $15M Cash – no debt • Strong Growth prospects in US and other regions
Pro Medicus — MicroEquities Rising Stars Conference (July 2014) on 6ix