Dorsavi Ltd. · ASX:DVL
Dorsavi — Investor Presentation (November 2014)
33 slides from Dorsavi's investor presentation, Nov 19, 2014
Slide 1: dorsaVi and the future of wearables
dorsaVi and the future of For personal use only wearables 1 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 2: Who owns the international shipping domain?
Who owns the international shipping domain? For personal use only Maersk Group (135 countries and biggest since 1996) Who owns the search engine domain? Google (revenue for the quarter rose 22% to $16B) Who owns the sporting apparel domain? Nike (revenue for the quarter rose 15% to $8B) Who owns the
Slide 3: Who owns the human movement domain?
For personal use only Who owns the human movement domain? 3 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 4: Drivers for the human movement revolution
Drivers for the human movement revolution For personal use only Technology miniaturisation Big data Society’s passion and insatiable thirst Intelligent consumer for data Remote monitoring Aging population Real time feedback 4 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 5: 40's 50's 60's
For personal use only 40’s 50’s 60’s 5 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 6: 70's 80's 90's 2000-2005
For personal use only 70’s 80’s 90’s 2000 - 2005 6 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 7: 2005-2010 2011-2012 2013-2014
For personal use only 2005 - 2010 2011 - 2012 2013 - 2014 7 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 8: It is not about how far or how fast!
It is not about how far or how fast! For personal use only It is about quality data, can I trust this data? It is about the relevance of that data, does it measure what’s important? It is about early detection, does the data provide profound insights? It is about the efficiency of the data, is it im
Slide 9: What does everyone want?
What does everyone want? For personal use only To be healthy and active for longer (21 forever) This translates into sports: More game time Longer career This translates into the workplace (OHS): Ryan Giggs Safer workplace Most decorated player in English football history Longer career Won 13 Premie
Slide 10: In The Gym Assessment
For personal use only In The Gym Assessment Knee Hamstring Live Training 10 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 11: Knee Control Test - Left leg
For personal use only Knee Control Test - Left leg 11 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 12: Knee Control Test - Right leg
For personal use only Knee Control Test - Right leg 12 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 13: For personal use only
For personal use only 13 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 14: For personal use only
For personal use only 14 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 15: Drivers having low back injuries – How do you reduce risk?
Drivers having low back injuries – How do you reduce risk? For personal use only Options: 1. New driverless trucks (extra $4.5M on a $15M truck) 2. New Truck suspension (premium or standard) - $75,000 per truck across 100 trucks ($7.5M) 3. New gas fitted seats (executive or standard) - $8,000 or $5,
Slide 16: Drivers having low back injuries – How do you reduce risk?
Drivers having low back injuries – How do you reduce risk? For personal use only 1. Driverless truck 2. Truck 3. Gas Fitted seats 4. Tyre pressure 5. Modify suspension Scheduling Z. One option only A. Premium C. Executive E. 10% less G. Break every 1 hour B. Standard D. Standard F. 20% less H. Break
Slide 17: Drivers having low back injuries – How do you reduce risk?
Drivers having low back injuries – How do you reduce risk? For personal use only 1. Driverless truck 2. Truck 3. Gas Fitted seats 4. Tyre pressure 5. Modify suspension Scheduling Z. One option only A. Premium C. Executive E. 10% less G. Break every 1 hour B. Standard D. Standard F. 20% less H. Break
Slide 18: Who will win?
Who will win? For personal use only Identify patterns in big datasets (20,000 datasets of human movement) Normal vs Abnormal vs Elite Clinical trial evidence to show use of data changes behaviour Those who capture IP (many areas of freedom) Those who have regulatory approval Those who keep trade sec
Slide 19: …. those who can combine these skills
…. those who can combine these skills Big data to learn from For personal use only Clinical skills Competitive Edge Sensor expertise Pattern recognition 19 Copyright dorsaVi Ltd 2014. Commercial in Confidence
Slide 20: Business model and pricing
Business model and pricing For personal use only Business Model for ViMove and ViPerform • Licence model $5,000 – 7,500 p.a. per unit + consumables • Value add with personalised web-based exercises • Annuity based revenue • Protocols for patient management are a highly sought after attribute 20 Copy
Slide 21: Why this offering resonates with Large Corporates
Why this offering resonates with Large Corporates For personal use only • Audit Business Model for ViSafe & AWC QMS and work practices to identify problems or potential problems • Project based • Build fee and annuity for & Maintain an AWC Quality –Management work ($5,000 appropriate $20,000 p.a.)Sy
Slide 22: Competitors in the Wearable Sensor Space
Competitors in the Wearable Sensor Space For personal use only “If you want to bring reliability and objectivity to movement assessment, I don’t think there’s anything out there that can touch it.” Steve Wright, Leading Rehab Physiotherapist, English Premier League club “Finally, dorsaVi is giving u
Slide 23: Market Update
Market Update For personal use only • Approved for use in US, • Key revenue driver • Cross code success: Australia, UK/Europe, Canada • Combined service offering with 8 AFL teams, 3 EPL teams and New Zealand Australian Workplace signed • Submission for expanded claim Compliance providing a clear • M
Slide 24: Company Snapshot
Company Snapshot dorsaVi Limited ASX:dvl World first technology using sensors to capture and assess human For personal use only Share price $0.40 movement, enabling many aspects of detailed human movement (issue price 40 and position to be accurately captured, quantified and assessed cents) outside
Slide 25: A Highly Experienced Global Team
A Highly Experienced Global Team Australia Europe United States For personal use only Mark Heaysman Matthew May Zoe Whyatt Tom Doe John Kowalczyk Mike Skorup OH&S Leader National Sales Manager COO Europe Clinical & Sports Specialist President of dorsaVi US Sales Consultant Tanya Reid Darcie Callahan
Slide 26: Chief Marketing Officer – driving global sales and marketing
Chief Marketing Officer –driving global sales and marketing For personal use only • Chief Marketing Officer, Dave Wildermuth, commenced November • More than 29 years of experience in medical device marketing, digital marketing and television • Most recently, Senior Marketing director for Medtronic,
Slide 27: The US Elite Sport Opportunity
The US Elite Sport Opportunity For personal use only Elite sport is the starting point • There are over 600 elite sporting teams in the US • In the major codes there are 32 in the NFL, 30 in the NBA, 30 in the MLB and 30 in the NHL • In discussions with 10 elite teams in various stages across NFL, N
Slide 28: US Sport and ViPerform
US Sport and ViPerform For personal use only The elite sporting sector is important (as it has been elsewhere globally). • Validates the practical element of our data; • Creates brand recognition and marketing opportunities; • Opens up Collegiate programs; • Establishes cash pay opportunities for ev
Slide 29: US Clinical Market Size
US Clinical Market Size For personal use only • 116m people have Chronic Pain which costs $635 billion annually1 • 26 million Americans between 20 and 64 suffer from low back pain2 • It is the leading cause of disability for people under 45 years old3 1,2,3The Institute of Medicine report on Chronic
Slide 30: US Clinical Market Implementation Strategy
US Clinical Market Implementation Strategy For personal use only Medical / Clinical opportunity remains the golden ticket • Extremely large market as it directly links to low back pain • Low back and cervical spine are the two largest pain causing segments • This market will significantly increase w
Slide 31: OH&S Market in the US
OH&S Market in the US For personal use only • Appetite for the dorsaVi OH&S offering is strong in the US • OH&S model is quickly scalable for the US market • OH&S generates revenue quickly with high margins • Initial focus on working with insurers • Clear value proposition: 1. Understand source of i
Slide 32: US OH&S Market Size
US OH&S Market Size For personal use only • The national annual price tag of occupational injuries and illnesses at $250 billion1 • This figure is $31 billion more than the direct and indirect costs of all cancer, $76 billion more than diabetes, and $187 billion more than strokes2 1,2Leigh, JP 2011
Slide 33: US OH&S Market Implementation Strategy
US OH&S Market Implementation Strategy For personal use only • The proposition is clear: • Better decisions based on objective data • Outcomes are efficiently measured • Developing network of consultants for on-site analysis • We are working with PT programs who assess work related injury • Centrali