Nanosonics Limited · ASX:NAN
Nanosonics — Shareholder Meeting (November 2009)
29 slides from Nanosonics's shareholder meeting presentation, Nov 4, 2009
Slide 1: Nanosonics Limited Annual General Meeting
Nanosonics Limited (ASX:NAN) For personal use only Annual General Meeting 4 November 2009
Slide 2: Chairman's address: Maurie Stang
For personal use only Nanosonics Limited (ASX:NAN) Annual General Meeting Maurie Stang Non-Executive Chairman 4 November 2009
Slide 3: Nanosonics goal statement
Nanosonics For personal use only “At Nanosonics our goal is to safeguard the health and wellbeing of individuals, communities and environments by commercialising a stream of breakthrough disinfection and sterilisation technologies”
Slide 4: Nanosonics in transition
Nanosonics in transition For personal use only
Slide 5: Nanosonics today
Nanosonics today For personal use only 12 months of delivering on commitments 9 TGA approval 9 14 European distribution partners appointed 9 Successfully transitioned from R&D to commercial activity 9 Production commenced 9 Controlled roll out and sales to ANZ and targeted European countries 9 Troph
Slide 6: Nanosonics today
Nanosonics today For personal use only • Nanosonics has today been advised that its Australian distributor has reached an in-principle agreement with a highly regarded Australian organisation for the large-scale roll-out of the Trophon EPR reprocessor. The implementation is likely to commence in Jan
Slide 7: Nanosonics today
For personal use only Nanosonics today
Slide 8: Financials
Financials For personal use only Category Date Amount Total shares on issue @ 3 November 09 196 million Share price @ 3 November 09 A$ 0.51 Market capitalisation @ 3 November 09 A$ 100 million Average trading volume @ 3 November 09 150,000 shares/day Cash on hand* @ 30 September 09 A$ 12.1 million C
Slide 9: The healthcare revolution to P.o.C.
The healthcare revolution to P.o.C. For personal use only •• Aging Aging •• Productivity Productivity population population Minimally Minimally Drives rapid Drives rapid •• Patient Patient •• Increased Increased invasive invasive turnaround of turnaround of throughput throughput elective elective pr
Slide 10: Market opportunity
Market opportunity For personal use only Low Temperature-”Point of Care” Solutions CSSD Market Evolution
Slide 11: Market issues
Market issues For personal use only Scope of the healthcare challenge Golden staph kills 20% of patients Sydney Morning Herald, Monday 5th October Staphylococcus aureus bacteraemias: time to act, The Medical Journal of Australia, October 2009 • Forty per cent of cases of Staphylococcus aureus bacter
Slide 12: Product pipeline
Product pipeline For personal use only Leveraging current platform technologies into a leadership position in low temperature disinfection
Slide 13: Key drivers of shareholder value
Key drivers of shareholder value For personal use only Financial • The company is well positioned for expected growth with Trophon EPR and consumables • Sustainable high margins on Trophon EPR Pipeline • Strong pipeline development • Growing demand for P.o.C. infection control solutions • Establish
Slide 14: CEO address: David Radford
For personal use only Nanosonics Limited (ASX:NAN) Annual General Meeting David Radford Director and CEO 4 November 2009
Slide 15: Our people
Our people For personal use only Board Ron Weinberger David Fisher Maurie Stang David Slack David Radford David Radford CEO Leadership team Arjang Safa Chris Kirste Jarvis Jianhe Chen Ron Grundy Weinberger Manufacturing CFO & Company HR Manager QA Manager GM Innovation & &Supply Chain Secretary Tech
Slide 16: Trophon: a breakthrough in low temperature disinfection
Trophon – a breakthrough in the world of low temperature, point of care disinfection For personal use only
Slide 17: Trophon EPR Competitive advantage
Trophon EPR Competitive advantage For personal use only The only point of care, low temperature, automated ultrasound reprocessor available globally Customer benefits – New standard in high level disinfection – Short operating time • Process time only 7 minutes • Improve workflow Æ more patients – O
Slide 18: End user endorsement of Trophon EPR
End user endorsement of Trophon EPR For personal use only “The Trophon greatly improves our workflow.” Mr David Singe, Radiographer , Maryborough Hospital, Victoria “The Trophon EPR will make the task of disinfecting ultrasound transducers significantly faster, safer and more convenient and it is ea
Slide 19: Commercial availability of Trophon EPR
Commercial availability of Trophon EPR For personal use only • Initial controlled roll-out to Australia, New Zealand and France. • US FDA 510(k) application in process • Japan Ministry of Health submission targeted mid 2010
Slide 20: For personal use only
For personal use only
Slide 21: Distribution strategy
Distribution strategy For personal use only • Dual channel distribution strategy in place – Primary channel dedicated ultrasound distributors appointed in 14 European countries and ANZ – OEMs granted full access across all regions • Attractive margins guaranteeing distributor focus for Trophon EPR a
Slide 22: Roll-out strategy: Australia & New Zealand
Roll-out strategy For personal use only Australia & New Zealand • Product launched • Market opportunity $ 40M • Strong regulatory support • Positive market feedback
Slide 23: Roll-out strategy: Europe
Roll-out strategy For personal use only Europe • Market opportunity $ 420M France • Product introduction • National move banning the use of glutaraldehydes • Positive market feedback Germany & UK • Product launch FY2010 • Nanosonics invited to participate in establishing new national ultrasound stan
Slide 24: Roll-out strategy: US, Canada and Japan
Roll-out strategy For personal use only US & Canada • Market opportunity $ 700M • CDC guidelines recommending use of hydrogen peroxide based product • 510(k) application lodged with US FDA • Negotiations underway with distributors Japan • Market opportunity $500M • Distributors identified • Applicat
Slide 25: Production capacity
Production capacity For personal use only • Current potential 2,000 devices per annum/shift • Move to increase capacity to 8,000 devices per annum expected early 2010 with outsourcing • Current strategy enables continuous supply through inventory management • Mission critical tooling and parts are o
Slide 26: Product development
Product development For personal use only Nanosonics’ platform technologies are transferable and highly scalable to other applications
Slide 27: Product opportunities
Product opportunities For personal use only Leveraging current platform technologies into a leadership position in low temperature disinfection
Slide 28: Summary
Summary For personal use only 9 Significant commercial demand and acceptance for Trophon EPR 9 Global infection control awareness and regulation driving growth opportunities 9 Expected entry to US market in 2010 (pending FDA approval) 9 Manufacturing capability implemented 9 Focus on strong commerci
Slide 29: For personal use only
For personal use only