Holista Colltech Limited · ASX:HCT
Holista Colltech — Shareholder Meeting (November 2010)
40 slides from Holista Colltech's shareholder meeting presentation, Nov 23, 2010
Slide 1: Looking Back… Moving Forward…
23/11/2010 For personal use only Looking Back… Moving Forward… Rajen. M Holista Colltech (Australia) Lmited 1
Slide 2: We Survived …
23/11/2010 For personal use only We Survived … 2
Slide 3: Agenda
23/11/2010 For personal use only • The global economy • Biotech industry (global) • Biotech industry (Australia) • Biotech industry (Malaysia) • Our M&A 3
Slide 4: Actually, we have got better and stronger …
23/11/2010 For personal use only Actually, we have got better and stronger … 4
Slide 5: The pillars
23/11/2010 For personal use only The 3 pillars • Develop and sell • Share and sell • Invent and sell Pillar One Develop and Sell 5
Slide 6: Our supplement business is very unsexy but …
23/11/2010 For personal use only Our supplement business is very unsexy but … It Keeps Us Going … • Last year – AUD 6 million • Almost doubling the business • Planning a profit 6
Slide 7: And Busy…
23/11/2010 For personal use only And Busy… • Market leadership in several categories ‐ fish oil ‐ probiotics • Launching of new products • Testing the market Pillar Two Share and Sell 7
Slide 8: Man’s Most Mortal Enemy?
23/11/2010 For personal use only Not inherent technology but of high value in terms of science and impact on humanity Man’s Most Mortal Enemy? 8
Slide 9: Mosquito quote
23/11/2010 For personal use only “No animal on Earth has touched so directly and profoundly the lives of so many human beings. For all of history, and all over the globe, she has been a nuisance, a pain, and an angel of death. The mosquito has killed great leaders, decimated armies, and decided the
Slide 10: For personal use only
For personal use only 10 23/11/2010
Slide 11: Trypsin Modifying Oostatic Factor (TMOF)
23/11/2010 For personal use only TRYPSIN MODIFYING OOSTATIC FACTOR (TMOF) 11
Slide 12: TMOF
23/11/2010 For personal use only TMOF • Mosquito enzyme that blocks digestion • Superior larvae control • Possible government tender 12
Slide 13: Wider license exclusivity
23/11/2010 For personal use only Wider license exclusivity ‐ worldwide outside the United States 13
Slide 14: Collagen Business Re-engineered
23/11/2010 For personal use only Pillar Three Invent and Sell Collagen Business Re‐engineered • Change of product focus • Change of market focus • Improving our IP • Further R&D • Internally financed 14
Slide 15: From medical and cosmetic to FOOD
23/11/2010 For personal use only From medical and cosmetic to FOOD 15
Slide 16: Food Grade Collagen
23/11/2010 For personal use only Hydrolysis : 300 kilo dalton molecule chopped 100 times Food Grade Collagen We are going to sell 150 – 300 times more collagen per customer 16
Slide 17: One day versus one year of collagen sales
23/11/2010 For personal use only What we would sell in 1 day in food grade collagen will be equal to a year in what we sell in a 300 days …. Yes … it is 1 day versus 1 year (almost!) in terms of collagen sales 17
Slide 18: 300X More Collagen Per Customer
23/11/2010 For personal use only 300X More Collagen Per Customer The food grade collagen market is in North Asia … 18
Slide 19: Current model
23/11/2010 For personal use only CURRENT MODEL GLOBAL SALES WESTERN AUSTRALIA R & D Production Trading Marketing FEEDSTOCK 19
Slide 20: New business in sheep fat?
23/11/2010 For personal use only New business in sheep fat? 20
Slide 21: What We Achieved?
23/11/2010 For personal use only What We Achieved? • R&D • Prototype – 3 kilo Dalton • Proprietary “Halal” enzyme • Pilot plant • Collagen extraction plant • All necessary approvals • Internal financing 21
Slide 22: Nano Collagen
23/11/2010 For personal use only Nano Collagen • University of Western Australia • Provisional patent • University of Hamdrad • Prototype • True nano molecule • Validation • Toxicity 22
Slide 23: Nano Collagen
23/11/2010 For personal use only Nano Collagen • Liposome encapsulated • Chose layer of skin • Clinical studies • Patent filing 23
Slide 24: Taking Our Herbal Research To New Heights
23/11/2010 For personal use only Taking Our Herbal Research To New Heights INDIAN JOINT VENTURE 24
Slide 25: For personal use only
For personal use only 25 23/11/2010
Slide 26: The “Intelligent” Ingredient business
23/11/2010 For personal use only The “Intelligent” Ingredient business … The 4 “S” Tsunami • Starch • Sugar • Salt • Saturated fats 26
Slide 27: For personal use only
For personal use only 27 23/11/2010
Slide 28: It Keeps Going Up …
23/11/2010 For personal use only It Keeps Going Up … 28
Slide 29: The Growing Problem …
23/11/2010 For personal use only The Growing Problem … 29
Slide 30: Our Ingredient Range
23/11/2010 “By 2012, 20% of the company’s For personal use only revenue will come from the “good for you” foods category” Our Ingredient Range • Natural • Generally regarded as Safe (GRAS) • Test and proven – Oxford University • Patented • Possible “exclusivity” arrangement 30
Slide 31: Three Premier Value Adders
23/11/2010 Presenting For personal use only Three Premier Value Adders • Low GI Formula • Low Fat Chip formula • Low sodium salt substitute The Technology Innovators 31
Slide 32: Low GI Bread Mix
23/11/2010 For personal use only Low GI Bread Mix The GI Concept 32
Slide 33: GI Modification
23/11/2010 For personal use only GI Modification Unique Approach • Asian botanicals • GRAS • 1‐3 % added • No change in bread characteristics • 40% reduction in GI • Reproducible in all bread mixes 33
Slide 34: Low Fat Chips
23/11/2010 For personal use only We The ONLY Company In The World That Can This … Low Fat Chips 34
Slide 35: The Problem
23/11/2010 For personal use only The Problem • The “fat” issue • The “oiliness” issue • Need to throw away “soggy” chips • The “High GI” Issue Our Patent • Asian botanicals • GRAS • Pre‐soak • 39% reduction in fat content • Tested and validated in Oxford 35
Slide 36: Low Sodium Salt
23/11/2010 For personal use only The Problems • Salt in the “next sugar” • Linked to blood pressure and heart disease • Cheap ingredient … “Abundant” • Makes food taste better • Spikes thirst Low Sodium Salt 36
Slide 37: Our Technology
23/11/2010 For personal use only Our Technology 37
Slide 38: The Challenge
23/11/2010 For personal use only The Challenge • Both monovalent atoms • Relatively easy to “switch” • Bitter or “metallic after taste” • Naturally “block” the sodium channels on the tongue Ongoing Research At Oxford 38
Slide 39: Patent Being Written
23/11/2010 For personal use only Patent Being Written 39
Slide 40: Set the vision, chart the direction, execute the plan
23/11/2010 For personal use only Set the vision Chart the direction Execute the plan 40
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