Polynovo Limited · ASX:PNV
Polynovo — Investor Presentation (September 2015)
23 slides from Polynovo's investor presentation, Sep 1, 2015
Slide 1: Investor Presentation announcement
PolyNovo Limited ABN 96 083 866 862 2/320 Lorimer Street, Port Melbourne VIC 3207 Tel: +61 3 8681 4050 Fax: +61 3 8681 4099 For personal use only 1 September 2015 Investor Presentation PolyNovo Limited’s (ASX:PNV) Chief Executive Officer Mr. Paul Brennan will present to an investor group in Sydney a
Slide 2: Corporate Presentation
For personal use only Corporate Presentation Biodegradable, Regenerative Polymer Technology Changing the Standard of Care Paul Brennan CEO 1
Slide 3: Disclaimer
Disclaimer For personal use only This presentation has been prepared by PolyNovo Limited and is provided for general information purposes only. No party other than PolyNovo has authorised or caused the issue of this document, or takes responsibility for, or makes any statements, representations or u
Slide 4: A Solution to a Surgical Challenge
A Solution to a Surgical Challenge For personal use only o PolyNovo develops Regenerative Devices for reconstructive surgery and tissue repair with our patented biodegradable polymer technology, NovoSorbTM o Technology origins from CSIRO, patented and spun out. o NovoSorb is a family of medical grad
Slide 5: Repair of Surgical Wound - BTM
Repair of Surgical Wound - BTM Current Standard of Care BTM- Innovates the standard For personal use only Note the lack of contracture and even topography with the BTM 4 PolyNovo Limited ASX:PNV
Slide 6: Tendon is free to move (video)
Tendon is free to move For personal use only 5 PolyNovo Limited ASX:PNV Video
Slide 7: BTM for Burns
BTM for Burns For personal use only o BTM offers a reconstruction which produces a result similar to a full thickness graft o When there is not enough donor skin available it allows the wounds to be temporised, creating a neo- dermis while donor sites recover for the harvest of further skin grafts o
Slide 8: Adelaide BTM Burns Trial Patient
Adelaide BTM Burns Trial Patient For personal use only 7 PolyNovo Limited ASX:PNV
Slide 9: Delamination of BTM (video)
Delamination of BTM For personal use only 8 Video PolyNovo Limited ASX:PNV
Slide 10: Bringing NovoSorb BTM to market
Bringing NovoSorb BTM to market We anticipate commercial sales in US Market Early 2016 once 510(k) approved For personal use only o Regulatory paths through clinical trials 1. Achieve 510(k) approval for use in Surgical Wounds anticipated January 2016 2. Establish Clinical trials for FDA PMA approva
Slide 11: BTM 2016 US Sales Opportunity
BTM For personal use only 2016 US Sales Opportunity o All surgically clean wounds o Repair post melanoma, or tissue excision o Free Flap surgical repair o Partial & full thickness burn – skin reconstruction o Diabetic Foot Ulcers o Venous Leg Ulcers o Pressure Injury o Trauma o Reconstructive Surger
Slide 12: How does the BTM work?
How does the BTM work ? For personal use only Full Thickness Burns & Surgical Wounds: 2 stage closure BTM in full thickness burn post surgically debridement. The wound is ‘physiologically closed’ limiting contraction and the risk of infection. BTM fully integrated The sealing membrane can be removed
Slide 13: What makes NovoSorb unique?
What makes NovoSorb unique? For personal use only o Purely synthetic matrix. o No organic remnants, GAGS or other proteins o Competitors are biological based: o Animal sourced: Pig, Cows, Shark, Sheep, Combinations o Human: Cadaver skin, Placenta /Amniotic o Complex manufacturing and expensive to sc
Slide 14: Capabilities
Capabilities For personal use only Key Staff o 2 Full time Regulatory Managers o 1 Full time Principal Scientist o 1 Full time Quality Manager o 2 Production Staff o Office & Administrative support team Facilities o Class 7 Cleanroom for production and product conversion o Dedicated R&D Lab o Dedica
Slide 15: The NovoSorb Foam
The NovoSorb™ Foam For personal use only PolyNovo’s lead products are based around the NovoSorbTM biodegradable foam which has applications as a tissue scaffold in: Developed: o Burn and wound repair o Biodegradable Temporizing Matrix (BTM) o Negative Pressure Wound Therapy o NovoPore negative press
Slide 16: Barriers
Barriers For personal use only o Biodegrades o Proof of full degradation. Clinically proven in free flaps and published in e-Plasty paper. o NovoSorb / BTM delivers a better outcome than current standard of care o Compared to biologic products it is easier to handle, cut and apply o It is resilient
Slide 17: Corporate Overview
Corporate Overview For personal use only Board ASX Code PNV David Williams Chairman Share Price 11.5 cents (27/8/15) Bruce Rathie Non Exec. Issued Shares 418 million David McQuillan Non Exec. Market Cap. $48 million Philip Powell Non Exec. Cash on Hand* $3.5 million Max Johnston Non Exec. Major Shar
Slide 18: Share Price Trend
2 year Share Price Trend For personal use only 2 Year Share Price 0.18 0.16 0.14 0.12 0.10 0.08 0.06 0.04 0.02 0 15 Jul 15 15 15 15 15 15 15 15 15 15 15 15 Jul 15 15 15 15 15 15 15 15 15 15 15 15 Jul 13 Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun 14 Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun 15 13
Slide 19: For personal use only
For personal use only 18
Slide 20: Development through to Commercialisation
Development through to Commercialisation For personal use only o 2004 o 2012 o PolyNovo incorporated ex-CSIRO o NovoPore (NPWT) clinical trial o 2005 o 2013 o Medtronic licence (stent) o First human study (BTM in free flap – Royal Adelaide) o 2006 o Hernia feasibility study (TelaBio) o BTA agreement
Slide 21: Markets
Markets For personal use only o USA will be the first market with Surgical Wound approval, 510(k) o Diabetic Foot Ulcers, Venous Leg Ulcers, Pressure Injuries, Trauma, Reconstructive Surgery (including Burn reconstruction- contractures) o Europe, Australia and others that rely on CE Mark Certificati
Slide 22: Board and Senior Executive
Board and Senior Executive For personal use only David Williams – Chairman David is an experienced Director and Investment Banker with a proven track record in business development and strategy, as well as in corporate initiatives specialising in mergers and acquisitions and capital raising. He poss
Slide 23: Board and Senior Executive (continued)
Board and Senior Executive (continued) For personal use only Philip Powell – Non Executive Director Philip has over 15 years’ experience in investment banking specialising in capital raisings, IPOs, mergers and acquisitions and other successful corporate finance assignments across a diverse range of