Anteotech Ltd · ASX:ADO
Anteotech — Investor Presentation (March 2022)
27 slides from Anteotech's investor presentation, Mar 10, 2022
Slide 1: AnteoTech Ltd (ASX:ADO) Company Presentation
For personal use only AnteoTech Ltd (ASX:ADO) Company Presentation 10 March 2022
Slide 2: Disclaimer
DISCLAIMER For personal use only Important Information The purpose of the presentation is to provide an update of the business of AnteoTech Ltd (ASX:ADO) (AnteoTech). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or cl
Slide 3: AnteoTech - Today
ANTEOTECH - TODAY AnteoTech is commercialising innovative patented nano-technology – with lucrative revenue opportunities For personal use only across two key growth sectors: Point of Care (POC) diagnostics and Lithium-ion (Li-io) battery market Unique, proprietary nano-polymer Active in growth mark
Slide 4: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only Headquartered in Brisbane, Australia CORPORATE OVERVIEW: As at 4/03/2022 SHARE PRICE & VOLUME (MARCH 2021 – MARCH 2022) ASX code ADO 0.5 40 Cash (as at 31 Dec 2021) $16.61m Market Cap (at $0.18/per share) $397m 0.45 35 52 week low - high ($/share) 0.155 – 0.4
Slide 5: Positioned for Growth
POSITIONED FOR GROWTH A strong internal capability and an expanding network of international distributors, partners and collaborators For personal use only positions AnteoTech for growth. Capability Manufacturing Distribution Strong Scientific Team 32 Million test capacity Growing Distribution Netwo
Slide 6: Point of Care Diagnostics
For personal use only Point of Care Diagnostics
Slide 7: EuGeni - Point of Care Rapid Test Platform
EUGENI – POINT OF CARE RAPID TEST PLATFORM For personal use only EuGeni is an analytical multi-test platform incorporating a fluorescence read, data management and connectivity to associated peripherals enabling efficient Point of Care testing workflow and COVID-19 result reporting. AnteoBind™ Activ
Slide 8: EuGeni - Our Revenue & Growth Strategy
EUGENI – OUR REVENUE & GROWTH STRATEGY Leverage Develop Accelerate For personal use only CY 2022 CY 2023 CY 2024 + • Establish Revenue streams • Grow revenue streams • Maximise product revenues • Establish key advocates for EuGeni • Establish key directly managed • Increase use of test result data G
Slide 9: EuGeni - Point of Care Rapid Diagnostics Achievements to Date
EUGENI – POINT OF CARE RAPID DIAGNOSTICS ACHIEVEMENTS TO DATE For personal use only ✓ Appointed Clinical Research Organisation for ✓ Signed distributors across Europe, European prospective clinical trial for SE Asia & Australia Common List and TGA Requirements ✓ Distributor training and onboarding ✓
Slide 10: The Market Strategy to Leverage EuGeni's Key Attributes
THE MARKET STRATEGY TO LEVERAGE EUGENI’S KEY ATTRIBUTES The immediate goal is to focus on opportunities in Spain, Italy and Greece, to drive revenues by leveraging EuGeni For personal use only key attributes to maximise efficient POC testing and workflow management: • Instrument Read - Provides clea
Slide 11: The Dynamic Market for COVID-19 Rapid Antigen Testing
THE DYNAMIC MARKET FOR COVID-19 RAPID ANTIGEN TESTING Regulatory For personal use only Market Strong demand associated with onset of COVID-19 Regulators are imposing tougher standards in submission variants. Supply difficulties at peak demand times. Number requirements whist operating in markets. of
Slide 12: Types of Trial Activities
TYPES OF TRIAL ACTIVITIES The varying stages of product development require different types of validation studies and clinical trials. For personal use only Completed Currently underway Manufacturing R&D Development Prospective Clinical Trials Transfer / Scale Up Validation studies: Prospective Clin
Slide 13: The Lateral Flow Point of Care Development Journey
THE LATERAL FLOW POINT OF CARE DEVELOPMENT JOURNEY For personal use only Our Development Progression To Date Our Development Journey Ahead Manufacturing Further Expanded Research Prospective Transfer / Scale Regulatory Marketing / Development Clinical Trials Up Approvals Distribution Targeting COVID
Slide 14: EuGeni - Clinical Trial & Regulatory Next Steps
EUGENI – CLINICAL TRIAL & REGULATORY NEXT STEPS The TGA has requested AnteoTech provide additional information to align with the WHO1 and European MDCG2 requirements. For personal use only In addition AnteoTech is preparing to apply for the EU Common List to allow expanded operations in Europe. To m
Slide 15: Global Lateral Flow Addressable Market
GLOBAL LATERAL FLOW ADDRESSABLE MARKET EuGeni platform and tests in development are addressing large and growing markets For personal use only Global POC Diagnostic Market 2028 US$36.211 POC Cancer US$5.2B by 2031 $5.2B2 POC Infectious Diseases $2.2B3 US$2.2B by 2025 POC Cardiac Markers $1.7B4 US$1.
Slide 16: Our Vision - Multiple Tests Multiple Market Segments
OUR VISION - MULTIPLE TESTS MULTIPLE MARKET SEGMENTS * For personal use only The EuGeni platform is designed for point-of-care settings where laboratory resources are limited and time to results is important, the potential test opportunities are broad, with a wide range of end user segments. High Ma
Slide 17: Lithium-Ion Battery Market
For personal use only Lithium-Ion Battery Market
Slide 18: The Global Transition to Renewables and Electric Vehicles
THE GLOBAL TRANSITION TO RENEWABLES AND ELECTRIC VEHICLES For personal use only Transition to renewables and EVs requires extensive battery tech improvements The industry standard material for anodes, graphite, has reached its limits but increasing silicon content in battery anodes equates to higher
Slide 19: The Silicon Solution
THE SILICON SOLUTION Silicon is widely accepted as the “go to” means of increasing an anode’s capacity. For personal use only Lower cost per unit of energy 10x* More energy capacity by weight (3,579mAh/g) 2 3x* More energy capacity by volume (2,194 mAh /cm ) 3 2 stored ($/kWh) The problem with high
Slide 20: Addressing the Silicon Challenge
ADDRESSING THE SILICON CHALLENGE AnteoTech’s IP addresses the main problem with high silicon anodes. For personal use only AnteoTech believes its products are set to become an important element of cell manufacturers’ development roadmap by achieving higher energy battery cells and improving cost eff
Slide 21: The Anode Market is Set for High Growth
THE ANODE MARKET IS SET FOR HIGH GROWTH Anode material demand is projected to grow at CAGR of ~19% between 2020 and 2040 – growing the For personal use only addressable market for AnteoX. 10000 • There is a large growing addressable Global anode demand by market for AnteoX 9000 active material (base
Slide 22: Recent Results - Inhouse Micro Silicon Reference Design with AnteoX
RECENT RESULTS – Inhouse micro silicon reference design with AnteoX For personal use only Full cell batteries using AnteoTech designed silicon dominant anodes (containing ~70% silicon) in two variations: 1) with PAA binder content ( curve) and 2) with AnteoX & PAA Binder ( curve) were tested inhou
Slide 23: AnteoX Value Proposition is Multi-Faceted
ANTEOX VALUE PROPOSITION IS MULTI-FACETED For personal use only Our testing with collaborators demonstrated that the higher the anode capacity target, the more AnteoX helps cycle life >1000 mAh/g – AnteoX provides Anode capacity (mAh/g) impressive improvements in cycle life – Demonstrated ~500-800 m
Slide 24: Where to Next for Our Micro Silicon Anode Prototype
WHERE TO NEXT FOR OUR MICRO SILICON ANODE PROTOTYPE – ACHIEVING COMMERCIAL THRESHOLD For personal use only From our first design achieving 100 cycles we have already now demonstrated ~ 290 cycles at 80%. Our target is to reach the commercial threshold of 500 cycles at 80% capacity retention to engag
Slide 25: Energy Division Focus for CY2022
ENERGY DIVISION FOCUS FOR CY2022 Our focus for 2022 is to develop commercial partnerships, and advance and showcase the high silicon For personal use only content anode design. • Processing trials of AnteoX are underway with 6 organisations that are spread across the Lithium- ion battery value chain
Slide 26: Questions
For personal use only Questions
Slide 27: AnteoTech Ltd Contact Details
For personal use only AnteoTech Ltd (ASX:ADO) Derek Thomson Dr Jack Hamilton Chief Executive Officer Chairman derek.thomson@anteotech.com jack.hamilton@anteotech.com 0419 412 285 0419 916 892 10 March 2022 27