Adherium Ltd. · ASX:ADR
Adherium — Shareholder Meeting (November 2017)
14 slides from Adherium's shareholder meeting presentation, Nov 29, 2017
Slide 1: Adherium Limited Annual General Meeting
Adherium Limited Annual General Meeting 29 November 2017
Slide 2: CEO presentation
CEO presentation Arik Anderson Adherium Ltd © 2017 2
Slide 3: Vision
Vision Adherium will maximize our enterprise value by becoming the adherence company in Digital Health through employing device data to ensure proper patient use of medication, resulting in: • reducing costs of healthcare, • enhancing comprehensive care, • and improving the quality of patients’ live
Slide 4: The Adherium Solution
The Adherium Solution Physical device IT infrastructure Data analysis Cloud‐based Payer/provider data review Physical device (e.g., SmartinhalerTM) Other • Linked to cloud • Audio & visual Automatic network User app Patient feedback reminder connection Result: Interactive patient care for the 21st c
Slide 5: Accelerated Growth
Company Development OEM Pharma Accelerated Growth Product Development Distribution Agreement - Commercialization Platform Development Signed AstraZeneca Support AstraZeneca global Company Formation Distribution Agreement expansion Accelerated Growth 1st Commercial Intellectual Property Launch Direct
Slide 6: Market Opportunities for Asthma and COPD
Market Opportunities for Asthma and COPD Healthcare Economic Burden of Asthma Adherium’s Clinically Proven Outcomes Patients Economic Burden More patients achieving 80% 3.4x adherence to preventative medication1 Worldwide 334M US$ 100B+ 5x Reduction in asthma-related hospitalization1 U.S. 25M US$ 56
Slide 7: Sale Strategies
Sale Strategies Aggressive commercialization strategy focuses on building from the OEM channel, leveraging Direct to Consumer channel to grow active user number, creating a market pull to Payer while developing undeniable healthcare economic data. The FY18 sales strategy priorities are listed below
Slide 8: AstraZeneca Partnership
AstraZeneca Partnership OEM DTC P4P Pharma partnerships… … leading to partnership User Commercial roll-out Acquisition bringing users to the platform ✓ First commercial agreement in the market More users more data ✓ Over 100,000 devices sold To support Pay for Performance ✓ Multiple market and pro
Slide 9: FY17 Summary – Investing for growth
FY17 Summary – Investing for growth 12 months to 15 months to Change % on comparable June 30, 2017 June 30, 2016 period basis Revenue $2.3m $2.6m 12% increase Gross profit $1.2m $1.3m 13% increase 49% margin 49% margin Other income (grants and interest) $1.0m $0.9m 50% increase Operating expenses $1
Slide 10: Operational Review
Operational Review ✓ Delivered 18,000 connected devices in the year, compared with 30,000 in the 15 months to June 2016 (prior year included initial market launch volume from AZ). Total devices sold now exceed 100,000. ✓ Sales highlights related to: • AstraZeneca’s deployments of Adherium’s SmartTur
Slide 11: FY18 Guidance and Mid-Quarter Projections
FY18 Guidance and Mid-Quarter Projections FY18 Goals Progress AZ Ship a minimum of 25,000 Devices Projected to ship over 12,500 devices by 31‐Dec‐2017 Obtain FDA 510(k) clearance to market SmartTouch for Received FDA clearance in September 2017 Symbicort pMDI in the USA Expand Adherium's offering
Slide 12: Summary
Summary Adherium’s transition from being an R&D and Clinically based company to a commercially focused company is making excellent progress The AstraZeneca commercial business is growing and tracking to Adherium’s projections. We are reaffirming our FY18 guidance. Our Q2 revenue will exceed A$2.0M f
Slide 13: Forward Looking Statement
Forward Looking Statement The following material is of a general nature and has only been prepared as a presentation aid. This presentation does NOT contain all of the information that may be required for evaluating Adherium Limited ACN 605 352 510 (Adherium® ), its assets, prospects or potential op
Slide 14: Thank You
Thank You Adherium Ltd © 2017 14