Conneqt Health Limited · ASX:CQT
Conneqt Health — Investor Presentation (August 2022)
47 slides from Conneqt Health's investor presentation, Aug 18, 2022
Slide 1: CardieX Corporate Presentation August 2022
CardieX Track What Matters Corporate Presentation August 2022
Slide 2: CardieX Vitals
CardieX Track What Matters 2 Targeting the world's largest health market opportunities. CardieX Vitals Market leading central blood pressure technology and IP portfolio. Only Blood Pressure Validated by leading blue-chip customers over 20-years. Devices That Allow Physician Strong product developmen
Slide 3: Group structure: parent, ATCOR and CONNEQT
(ASX:CDX*) Group parent company with principal USA operations and corporate domicile. Key group technology is commercialized by ATCOR for specialized clinical use and by CONNEQT for consumer/health care use in multiple applications. Specialized medical devices for clinical trials, research by academ
Slide 4: Our Focus: World's Largest Health Technology Markets
CardieX Track What Matters 4 Our Focus: 2007 2025 Blood Pressure World’s Monitoring $1.04 Billion $2.5 Billion Largest Health (Fortune Business Insights) (Fortune Business Insights) Technology 2020 2025 Markets Health Wearables $37.1 Billion $104.4 Billion (Grand View Research) (Grand View Research)
Slide 5: Our Focus: Hypertension & Cardiovascular Disease
CardieX Track What Matters 5 Our Focus: Hypertension & Cardiovascular Disease Cardiovascular (CV) #1 disease is the World’s 1.3 billion hypertensives Largest Health Diabetes Markets 578m global diabetics by 2030 Killer Cognitive Health of humans globally1 44m living with Alzheimer’s and dementia Tot
Slide 6: The Problem: World's Biggest Healthcare Crisis
CardieX Track What Matters 6 The Problem: Total Cost of CVD Annually World’s $363B $1.1 Trillion Biggest 2020 2035 Healthcare Crisis People are getting sicker 113M 19M Hypertensives in the USA Heart Disease Deaths Globally while healthcare (50% of US Adults) (1 Every 36 Seconds in USA) costs keep ri
Slide 7: And the healthcare system is to blame
CardieX Track What Matters 7 The current patient journey for hypertension is broken - And the it’s narrowly focused with limited health data and healthcare patient education. system is to Single Diagnostic Focus blame Legacy HCP Technology & Blood Pressure at the Brachial Artery Brachial Blood SYS/D
Slide 8: The Wearable Truth
CardieX Track What Matters 8 The Wearable Truth “Due to validation procedures and accuracy we cannot recommend any existing wearable for use in clinical practice” European Working Group on Hypertension Hypertension Journal - June, 2022
Slide 9: Core Foundations of Our Solutions
CardieX Track What Matters 9 Core Foundations of Our Solutions: Maximizing health impact based on 4 principles. Complete Medical Better Health Insights: Maximum Global Grade Arterial Clinical Validation Health & Financial Where it Matters. Health Data Impact SphygmoCor® “Gold Standard”, Preventative
Slide 10: Our Core Technology - Gold Standard Central Blood Pressure Measurement
CardieX Track What Matters 10 Our Core Technology - "Gold Standard" Central Blood Pressure Measurement. XCEL* Oscar 2 (ABPM)* TicWatch GTH Pro (Consumer) CONNEQT Pulse CONNEQT Band (ATCOR) (ATCOR/SunTech JV) (ATCOR/Mobvoi JV, March 2022) (World First - Nov, 2022 Launch) (World First - Q2, 2023 Launc
Slide 11: Our Core Technology
Our Core Technology 11 SphygmoCor® measures “central blood pressure” and other arterial biometrics at the heart and major organs* providing medical and consumer health parameters not available from traditional blood pressure devices. Sample SphygmoCor® Parameters Central Blood Pressure (SYS/DIA) Bra
Slide 12: Why Central Blood Pressure?
CardieX Track What Matters 12 Medical/Professional Benefits Why Central More precise determination of risk of cardiovascular, hypertension & Multiple "medical grade" arterial Blood related diseases, such as stroke, kidney disease, pre-eclampsia, cognitive health insights beyond traditional blood pre
Slide 13: Central Pressures Improve Prediction of CV Events
CardieX Track What Matters 13 Central Pressures Improve Prediction of CV Events The Strong Heart Study of 3,500 high-risk adults showed In a study of 1,100 patients, central pulse pressure that central pulse pressure was 50% better than brachial was a powerful predictor of major cardiovascular pulse
Slide 14: Application Across Multiple Disease States
CardieX Track What Matters 14 Application “Beyond Blood Pressure” “Beyond Hypertension” Across Our technology extracts data that impacts multiple Multiple disease states beyond hypertension. Disease States Preeclampsia/ Brain & Heart Disease Kidney/Renal Urology/Sexual Gestational Cognitive Health R
Slide 15: Application Across Multiple Device Platforms
CardieX Track What Matters 15 Application Consumer Wearables, Medical Home Health Devices Across & Clinical Care Multiple Device Platforms Peloton Mirror Connected SphygmoCor® Consumer NordicTrack Fitness Devices LifeFitness Hardware Agnostic Health Analytics “Touch Point™” Sony Nintendo Microsoft C
Slide 16: Our Competitive Moat
CardieX Track What Matters 16 Our Robust Patent Portfolio • Extensive patent portfolio covering critical Technology, Process Complexity & Focus • Unreproducible algorithms, software, and Competitive components and applications for cuff process complexity for 20 years. and sensor methods. • Systemati
Slide 17: CONNEQT Band Market Comparables At Scale
CardieX Track What Matters 17 CONNEQT Band Market Comparables At Scale Market Opportunity Market Opportunity Market Opportunity Market Opportunity USD$8.5B+ USD$12B+ USD$7B+ USD$104B+ Arrhythmia Continuous Blood Pulse Oximetry Blood Pressure and Glucose Monitoring Consumables Heart Diagnostics USD$4
Slide 18: Our Operating Companies
CardieX Track What Matters 16 Our Operating Companies Our two operating companies leverage our FDA-cleared and patented SphygmoCor® technology for specialized health market solutions - with separate go-to-market, brand, and sales strategy
Slide 19: Specialist Medical Devices and Data Solutions (B2B)
CardieX Track What Matters 19 Portfolio of company owned & jointly developed products: Specialist Medical Devices and Data XCEL SphygmoCor® Solutions (B2B) Gold standard for central blood pressure measurement Oscar 2 The only physician reimbursable ABPM technology joint collaboration with SunTech me
Slide 20: Our Bluechip Customers
CardieX Track What Matters 20 For clinical trial services related to hypertension, Research and pharmaceutical companies Our Bluechip cardiovascular disease, diabetes and renal disease Customers 8 out of the Top 10 Pharma companies uses SphygmoCor® in their clinical trials. Major IDNs and specialist
Slide 21: A track record of regulatory, reimbursement and commercial successes
CardieX Track What Matters 21 A track record of regulatory, reimbursement 1500+ 9000+ 700+ Gold standard 46 trials conducted 700+ PubMed and commercial technology used in 1500+ sites worldwide with 16 companies on 9000+ patients references successes. CLEARED CLEARED CLEARED CLEARED 2002 2007 2012 20
Slide 22: Biopharma Studies using ATCOR PWA and PWV
CardieX Track What Matters 22 Biopharma Studies using ATCOR PWA and PWV 1,524 sites & 18 46 from 16 with a combined trials companies total of 9,291 subjects for a total of 35,000+ assessments 0 Rheumatoid Arthritis Healthy Subjects Smoking CAD Diabetic Retinopathy Gout Kidney Transplant African Amer
Slide 23: Major Ongoing Trials and Studies
CardieX Track What Matters 23 Ongoing Global Research Major $35K System Revenues Per Site ~ $35,000 250+ Studies Currently in Process Ongoing Trials >75% Net Profit Margins Clinical Trial Sales Pipeline and Studies Per Site ~ >75% $6.9M (Proposal/Closing) $USD6.9M ARTERY Society Andwin Scientific CC
Slide 24: A complete remote patient monitoring, home, and clinical solution
“A complete remote patient monitoring, home, and clinical solution enabling a full spectrum of medical grade arterial diagnostics, driving better patient outcomes and actionable consumer health insights.” “CONNEQT leverages established technology into “world first” new solutions for existing partner
Slide 25: CONNEQT Expands Our Existing Proven Technology Into New Markets
CardieX Track What Matters 25 CONNEQT Expands Our Existing Proven Technology Into Significant New Markets. One Platform – Multiple High-Value Use Cases CONNEQT cloud Health Care Providers Consumers Complete arterial health remote patient Pharma/ monitoring (RPM) Medtech Comprehensive arterial soluti
Slide 26: CONNEQT Ecosystem
CardieX Track What Matters 26 CONNEQT Ecosystem A complete remote patient monitoring, home, and clinical solution. On-Site Testing Remote Monitoring Clinician-Facing Patient-Facing CONNEQT Cloud PULSE Home Use CONNEQT CONNEQT Portal App PULSEMD Professional Use BAND Wrist Wearable
Slide 27: World First Dual Sensor Medical Grade Wearable
CardieX Track What Matters 27 World First Dual Sensor CONNEQT Pulse Medical Grade Wearable World First Consumer CONNEQT Band/VitalWear™ Dual Blood Pressure Monitor
Slide 28: CONNEQT Pulse
CardieX Track What Matters 28 CONNEQT Pulse The Only Remote Patient Monitoring Solution that provides: • Highest Billing Capability for Health Care Providers*. • Complete Arterial Health Screening. • Multiple Disease State Monitoring. • Central Blood Pressure and SphygmoCor® Parameters. Fully HIPPA
Slide 29: Advance Praise for The Pulse
CardieX Track What Matters 29 Advance Praise for The Pulse “ATCOR’s Pulse device has the “ATCOR's “gold standard” blood pressure technology “The Pulse enables healthcare potential to significantly is now being made available to all healthcare practitioners to obtain unique improve treatment decision
Slide 30: CONNEQT Product Launch Schedule
CardieX Track What Matters 30 CONNEQT Product Launch Schedule First FDA-cleared commercial product launch expected to begin late 2022. Additional products ramping throughout 2023 2022 2023 2024 2025 Product Solution H1 H2 H1 H2 H1 H2 H1 H2 Regulatory Regulatory “World-first” dual Submission Approval
Slide 31: How We Make Money
CardieX Track What Matters 31 How We Make Money Exponential new recurring revenue opportunities as products launch and scale. 2022 Q4/2022 H1/2023 2023 Product Sales (XCEL) Consumer Device Sales Premium App Membership New Product Line Subscriptions Revenues (Sales) Technology Licensing App Subscript
Slide 32: World Class Management Team with Track Record of Success
World Class Management Team with Track Record of Success Craig Cooper Jarrod White Mark Gorelick Chief Executive Officer Chief Financial Officer Chief Product Officer Boost Mobile Traverse Accountants Pty Limited Traction Health SoftBank Multiple listed entities PAI Health Saban Capital Performance
Slide 33: Board of Directors
Board of Directors 0 Group CEO Executive Chairman Non-Executive Non-Executive Executive Director, CardieX/CONNEQT Health/ (Independent) Director (Independent) Director Chief Financial Officer ATCOR Medical Craig Cooper Niall Cairns Lesa Musatto R. King Nelson Jarrod White Founding Partner - Softbank
Slide 34: Looking Forward
CardieX Track What Matters 34 Looking Forward • Expand Pharma/clinical trials & research markets. • One new CRO, HCP, & IDN partnership. • Expand licensing and SphygmoCor OEM integrations. Near Term 2022 Goals • One new medical device, connected fitness, and consumer electronics partnership. • Key l
Slide 35: Thanks for Conneqting
Thanks for Conneqting Craig Cooper Niall Cairns Mark Gorelick Jack Seitz Chief Executive Officer Executive Chairman Chief Product Officer Chief Marketing Officer ccooper@cardiex.com nccairns@cardiex.com mgorelick@conneqthealth.com jseitz@conneqthealth.com
Slide 36: A. General Appendices
CardieX 36 A. General Appendices
Slide 37: Cap Table and Top 20 Shareholders
CardieX Track What Matters 37 Cap Table and Top 20 Shareholders CardieX Limited (ASX code: CDX) CardieX Top 20 Shareholders Share Price1 A$0.40 1 C2 VENTURES PTY LIMITED 22,499,394 2 MR PAUL COZZI 6,000,000 Market Capitalisation1, 2 A$44M 3 MR PAUL JOSEPH COZZI 3,997,000 Float3 (75%) A$33M 4 MR DARR
Slide 38: Financial Snapshot
CardieX Track What Matters 38 Financial Snapshot (Full Financial Model and Projections Available Under NDA) CardieX Limited Historical Financial Performance (A$M) Year (June 30) FY19 FY20 FY21 FY22 (6m) Dec21 Revenue 3.9 4.3 5.0 2.12 Growth 10% 17% 1 N/A GM 3.1 3.6 4.1 1.62 GM% 79% 84% 82% 76%2, 3 E
Slide 39: CONNEQT Pulse Parameters
C O N N E QT ™ P U L S E PA R A M E T E R S M E D I C A L PA R A M E T E R S C O N S U M E R H E A LT H PA R A M E T E R S BRACHIAL SYSTOLIC BP ESTIMATED ARTERIAL AGE (ArtyAge™) BRACHIAL DIASTOLIC BP OVERALL HEART HEALTH INDEX (Arty® Score) CENTRAL SYSTOLIC BP 7-DAY BRACHIAL BP AVERAGE BPVARIABILITY
Slide 40: CONNEQT Band Parameters
C O N N E QT ™ B A N D PA R A M E T E R S C L I N I C A L G R A D E H E A LT H PA R A M E T E R S C O N S U M E R H E A LT H PA R A M E T E R S BRACHIAL BLOOD PRESSURE (BBP) CONTINUOUS HEART RATE CENTRAL BLOOD PRESSURE (CBP) RESTING HEART RATE 24-HR BBP+CBP VARIABILITY HEART RATE VARIABILITY (TruHRV
Slide 41: CONNEQT Digital Companions
CardieX Track What Matters 41 CONNEQT Digital Companions For Pulse and CONNEQT Band CONNEQT App CONNEQT Cloud CONNEQT Portal Consumer Physicians, HCP's, and Clinical Partners • Health parameter dashboard with historical view • Secure and private storing and sharing of • Patient management and trends
Slide 42: CONNEQT Use Cases
CardieX Track What Matters 42 CONNEQT Use Cases
Slide 43: Use Case for Pharma/Medtech
CardieX Track What Matters 43 Use Case for Powered by the CONNEQT Cloud, the CONNEQT device and data management system for decentralized clinical trials reduces costs, accelerates patient recruitment, and increases the patient pool. Pharma/ Medtech Physician reviews data on CONNEQT and refines treat
Slide 44: Use Case for Healthcare Providers
CardieX Track What Matters 44 Physician reviews data on CONNEQT Use Case for RPM and refines treatment plan potential payment $ $100 per Healthcare month Providers Patient uploads BP and CBP daily to CONNEQT cloud HCPs Home Helps Providers access Physician recommends RPM to patient Provides loaner P
Slide 45: Consumers/Home Use Case
CardieX Track What Matters 45 Consumers/ CONNEQT Home Use PULSE Home Use Cloud Case Home health monitoring CONNEQT and medical grade Home App wearable for the world’s largest health markets BAND Wrist Wearable Empowering consumers to make better decisions about their health by giving them access to
Slide 46: References
CardieX Track What Matters 46 1. World Health Organization. https://www.who.int/health-topics/ References cardiovascular-diseases/#tab=tab_1 2. Fortune Business Insights. https:// Total Addressable Market www.fortunebusinessinsights.com/industry-reports/blood- and Population Size pressure-monitors-m
Slide 47: Disclaimer
Disclaimer Disclaimer for Presentation - The following disclaimer applies to this presentation (Presentation). This presentation has been prepared by CardieX Limited ACN 113 252234 (Company). Summary information - This Presentation contains summary information about the Company and its subsidiaries