Painchek Ltd · ASX:PCK
Painchek — Shareholder Meeting (November 2022)
24 slides from Painchek's shareholder meeting presentation, Nov 23, 2022
Slide 1: AGM Company Presentation
For personal use only AGM Company Presentation November 2022 Philip Daffas - CEO & Managing Director PA IN CHEK LTD | AS X: P CK 1 |
Slide 2: The Problem
THE PROBLEM For personal use only Pa i n a s s e s s m e n t i s d i ffi c u l t especially for people living with dementia and pre- verbal children Pa i n i s o f t e n u n d e r - d e t e c t e d and under-treated 2 2 |
Slide 3: Our purpose is to give a voice to people who cannot verbalise pain
Our purpose is to give a voice to people who cannot reliably verbalise For personal use only their pain 3 |
Slide 4: The Breadth of the PainChek Global Market Opportunity
T H E B R E A D T H O F T H E PA I N C H E K G L O B A L M A R K E T O P P O RT U N I T Y For personal use only 400M 25- 42% pre-verbal children of hospital beds occupied by people with dementia 57M people living with dementia >150M expected by 2050 1. Ecology Communications Group. www.ecology.com/b
Slide 5: The PainChek Universal App: Quick and Easy Operation
THE PAINCHEK® UNIVERSAL APP: QUICK AND EASY OPERATION A medical device in your pocket: For personal use only Automated facial pain analysis: 3 second video of patient face recognises 9 micro-facial expressions indicative of pain Digital questionnaire checklist: guides the carer in other pain a
Slide 6: Existing Aged Care Customer Contracts
EXISTING AGED CARE CUSTOMER CONTRACTS For personal use only CUSTOMER FEE PAYING LICENCES BEDS / ARR $M 40,000 $1.8 $0.5M $4.2M $1.8 35,000 $1.6 $1.6 $1.5M beds $1.4 30,000 $1.3 $1.2 25,000 beds $1.0 $1.0 20,000 $0.4M $0.8 36,555 $0.8 31,977 beds beds 15,000 $1.8M beds beds 26,501 $0.6 beds 10,000 20
Slide 7: Integration Partners
I N T E G R AT I O N PA R T N E R S – F r o m o n e i n t e g r a t i o n p a r t n e r i n 2018 to 16 in Australia, 7 in UK/EU, 6 in NZ and 2 in North America For personal use only PainChek works with aged care management and Beyond aged care, PainChek partners cover a wide variety medication manag
Slide 8: PainChek Adult Core Market Opportunity
PA I N C H E K A D U LT C O R E M A R K E T O P P O RT U N I T Y For personal use only AGED CARE DEMENTIA MARKET VALUE Aus UK US ROW est TOTAL No. Aged Care Beds 0.22m 0.54m 1.7m 4.5m 6.96m Annual Market Value @ A$4 per bed per A$11m A$26m A$81m A$216m A$334m month CONSUMER HOME CARE DEMENTIA MARKET
Slide 9: PainChek Global Market Strategy
PA I N C H E K G L O B A L M A R K E T S T R AT E G Y For personal use only B U S I N E SS M O D E L TARGET MARKETS/USERS B2B Enterprise: licence • Dementia &/geriatric wards • Hospitals • ER/Post surgical care • Care Homes • Residential & home care providers • Home care • Primary Care Healthcare Pa
Slide 10: UK – Rapid Entry into the Bed Residential Aged Care Market
U K – R A P I D E N T RY I N T O T H E 4 4 0 , 0 0 0 B E D R E S I D E N T I A L AGED CARE MARKET For personal use only “ The greatest achievement to date s a marked decrease in antipsychotic use in those living with dementia. UK market traction Government funded New sales with Care UK Cheryl Baird,
Slide 11: PainChek Helping to Improve Management Outcomes in UK Aged Care Homes
PA I N C H E K H E L P I N G T O I M P R O V E PA I N M A N A G E M E N T OUTCOMES IN U.K. AGED CARE HOMES For personal use only Pain management Medication & QoL improvements improvements • 100% increase in frequency of • 33% reduction of antipsychotic pain assessments drug use (46% stopped use) • 5
Slide 12: Market Partnership Agreement for USA & Canada Aged Care
MARKET PARTNERSHIP AGREEMENT FOR USA & CANADA AGED CARE For personal use only USA – 15,000 nursing homes with 1,700,000 beds Canada – 2,000 care homes with 200,000 beds PainChek to be integrated into Pilots in Canada Q4 CY22, PointClickCare platform USA to commence upon receipt of providing seamless
Slide 13: PainChek's Global Aged Care Market Strategy
PA I N C H E K ’ S G L O B A L A G E D C A R E M A R K E T S T R AT E G Y For personal use only Europe (EU) North America • Targeting RAC beds and • Marketplace Home care dementia Partnership finalized patients in EU with PointClickCare for • Exploring International Japan North America - UK partners
Slide 14: Consequences of Poorly Managed Pain for Hospitalised Dementia Patients
C O N S E Q U E N C E S O F P O O R LY M A N A G E D PA I N F O R H O S P I TA L I S E D D E M E N T I A PAT I E N T S For personal use only Longer hospital stay Increased delirium risk High use of Antipsychotics 18 3.26 54% days times 1. Germossa et al. BMC Nursing (2019) 18:40 https://doi.org/10.1
Slide 15: Partnership with InterSystems Provides the Platform for Global Hospital Market Entry
PA RT N E R S H I P W I T H I N T E R S Y S T E M S P R O V I D E S PA I N C H E K T H E P L AT F O R M F O R G LO B A L H O S P I TA L M A R K E T E N T RY For personal use only • InterSystems – global EMR provider managing more than 1 billion health records • PainChek mobile App to be integrated w
Slide 16: InterSystems TrakCare EMR Around the World
I N T E R S Y S T E M S T R A KC A R E E M R A R O U N D T H E WORLD For personal use only 500+ TrakCare sites around the globe CAMBRIDGE, USA World Headquarters Deployed in 27 countries SYDNEY, AU Serving a patient APAC Regional Headquarters population of 100 million+ 16 |
Slide 17: PainChek in Hospital – Delivering the Fifth Vital Sign
PA I N C H E K I N H O S P I TA L – D E L I V E R I N G T H E F I F T H V I TA L S I G N For personal use only PainChek Integration with Vital Signs monitors and EMR hospital system facilitating Predictive Analytics: • Early warning alert for nurses of a deteriorating patient • Better post surgical
Slide 18: Infant App Regulatory Cleared for Sale in Multiple Markets
INFANT APP REGULATORY CLEARED FOR SALE IN MULTIPLE MARKETS* For personal use only World first facial recognition UK, CE & TGA clearance for Infant PCK infant clinical study technology to assess pre-verbal version achieved Q2 CY21 published in Lancet Digital infant post-procedural pain US market entr
Slide 19: Pre-Verbal Children's Assessment is a Large Global Market Opportunity
P R E -V E R B A L C H I L D R E N ’ S PA I N A SS E SS M E N T I S A L A R G E G LO B A L M A R K E T O P P O RT U N I T Y For personal use only CONSUMER PRE-VERBAL CHILDREN MARKET VALUE Indicative App Price A$10/month Net Revenue A$7/month after app store commissions No. 0-3 year olds Worldwide 40
Slide 20: Corporate Summary
CORPORATE SUMMARY For personal use only Financial information Share price (22 November 2022) A$0.03 Shares on issue 1,296.4m A$38.89 Market capitalisation m Cash (30 September 2022) A$6.9m Unlisted options/performance rights 40.6m Debt Nil Top shareholders % Peters Investments Proprietary Ltd 9.14%
Slide 21: The Team
THE TEAM For personal use only Philip Daffas Prof. Jeff Hughes Andrew Hoggan Iain McAdam CEO & Managing Chief Scientific Head of Operations CFO Director, MBA, BSc Officer PhD, MPS Philip is a highly accomplished global Jeff is a professor in the School of Andy is a Psychologist, management Iain has
Slide 22: The Board
T H E B OA R D For personal use only John Murray Chairman John Murray Philip Daffas Ross Harricks Adam Davey Cynthia Payne Non-Exec Chair CEO & Managing Non-Exec Director Non-Exec Director Non-Exec Director Director 25 years in tech & Philip is a highly Senior global medical Corporate finance 30 yea
Slide 23: PainChek Company Highlights
PA I N C H E K C O M PA N Y H I G H L I G H T S For personal use only PATENT PROTECTED OFFERING PROVEN & DOMINANT MARKET IMPROVING OUTCOMES FOR POSITION IN AU PATIENTS RAPIDLY GROWING ARR WITH UNTAPPED POTENTIAL IN STRONG RETENTION RATE INFANTS/CHILDREN’S MARKET INTERNATIONAL EXPANSION MULTIPLE LARG
Slide 24: Contact
For personal use only CON TA C T P h il i p D affas, C EO & MD phi l ip.daffas@pain c h e k. c om 24 |