Biome Australia Ltd · ASX:BIO
Biome Australia — Investor Presentation (March 2022)
33 slides from Biome Australia's investor presentation, Mar 9, 2022
Slide 1: Biome Australia Limited Roadshow Presentation
For personal use only Biome Australia Limited Roadshow Presentation MARCH 2022 Commercial in confidence Blair Norfolk, CEO e: blair@activated.co Ilario Faenza, Chair e: ilario@activated.co BIOME AUSTRALIA.COM
Slide 2: Disclaimer
Disclaimer This presentation and the information contained Past performance information included in this The recipient must, and agrees with the For personal use only within it (the “information”) has been prepared presentation is provided for illustrative purposes Company that it will, make its own
Slide 3: Our mission
For personal use only Our mission To prevent disease, improve health outcomes and quality of life, and make our products accessible to all PG.3
Slide 4: About Biome Australia
About Biome Australia For personal use only Biome Australia (ASX: BIO) is focused on becoming a global leader in the complementary medicine industry, offering clinically-proven condition-specific probiotic products fueled by novel clinical research programs to cement and extend the evidence base of
Slide 5: Investment Highlights
Investment Highlights For personal use only Strong financial Widespread Ongoing clinical performance distribution pipeline Record H1 FY22 sales results of Over 2,300 distribution points in Successful results from $1.81m and revenue up 98% in Australia, with sales of Activated independent asthma & ac
Slide 6: Investment Highlights
Investment Highlights For personal use only Business model to World class Leading product deliver continued development partners portfolio growth Community pharmacy, Partnered with La Trobe and 23 products across 3 brands: independent health practitioners Federation Universities to - Activated Probi
Slide 7: Activated Probiotics
Biome DailyTM Biome IBSTM Activated Probiotics DIGESTIVE Probiotic Probiotic HEALTH To help enhance immune To relieve the symptoms of system function and promote medically diagnosed IBS Practitioners & Pharmacies healthy digestion For personal use only Biome Her Biome Prenatal+TM CONSUMER BENEFITS P
Slide 8: Activated Nutrients
Activated Nutrients Top Up Women Multivitamin+ Top Up Men Multivitamin+ A certified organic, vegan A certified organic, Practitioners & Pharmacies daily wholefood nutraceutical vegan daily wholefood For personal use only with essential vitamins from nutraceutical with 45 organic wholefoods essential
Slide 9: AXP
AXP Energy Formula A certified organic and vegan blend of organic wholefoods Direct To Consumer / Direct To For personal use only and wholefood extracts to promote energy production Professionals ATHLETE BENEFITS Certified organic (2 of 3 Products) AXP Power Protein Vegan Clinically trialled recover
Slide 10: Competitive Advantage
For personal use only Competitive Advantage ACTIVATED PROBIOTICS ACTIVATED NUTRIENTS AXP Microencapsulation technology - supports 5x greater survivability of probiotic bacteria Certified organic (8 of 9 Products) Certified organic (2 of 3 Products) Specialised condition-specific probiotics Vegan Cli
Slide 11: IP & Research
IP & Research Products supported by clinical evidence For personal use only 23 products in portfolio and growing • Novel condition-specific probiotic products • 17 proprietary formulations owned by Biome (probiotic and nutraceutical products) • 5 products with exclusive distribution licences from re
Slide 12: Clinical Pipeline
Clinical Pipeline Ongoing clinical development program to drive sales and product development For personal use only PG.12
Slide 13: Clinical pipeline - Indication overview
Clinical pipeline - Indication overview For personal use only BIOME LIFT BIOME KIDS BIOME OSTEO Assissing the efficacy of the Biome Lift™ Analysing the influence of probiotic use Examining the effect of 12-month Probiotic compared to a placebo in on absenteeism and immune health supplementation with
Slide 14: The Market Opportunity - Complementary Medicine
The Market Opportunity - Complementary Medicine For personal use only Biome has an addressable market of $4.6bn in the complementary medicine industry Complementary medicines industry The Australasian probiotic market forecasted to estimated to be worth $5.69b in FY21 grow at a CAGR of 3.8% from 202
Slide 15: The Market Opportunity - Adjunct to Medications
The Market Opportunity - Adjunct to Medications Secondary market with high barrier of entry For personal use only Given the high level of clinical evidence associated with Biome Australia products, Biome Australia has created a secondary market within community pharmacy. When a pharmacist prescribes
Slide 16: Adjunct Medication Opportunities Australia
Adjunct Medication Opportunities Australia Activated Probiotics Product with adjunct opportunities ATC medication category Medication volume July 2020-June 2021 For personal use only within the ATC category Biome Advanced 10M Probiotic Prescriptions To help restore the balance of beneficial gut per
Slide 17: Primary distribution channels
Primary distribution channels Community pharmacy and independent health practitioners For personal use only Australian community pharmacies Specialist retailers - independent health Online Selling practitioners • Community pharmacies are Biome • Activated Nutrients® and Activated X Australia’s core
Slide 18: Australian Distribution Network
Australian Distribution Network For personal use only Biome Australia currently has over 2300 distribution points, including over 1300 community pharmacies. Within its existing distribution network of pharmacy banner groups, it has access to another 650+ community pharmacies. Community Pharmacy Part
Slide 19: Training and Education Driven Promotion
Training and Education Driven Promotion For personal use only Unique Education and Service Sales Model Drives Sales in Australia, UK and NZ Education-focused promotion • The Biome sales team is a mix of practitioner education consultants and territory managers • Practitioner education consultants un
Slide 20: Quarterly Net Sales
Quarterly Net Sales Track record of rapid growth For personal use only 1H22 Sales by Brand 1H22 Net Sales - $1.803m $1,000,000 FY21 Net Sales - $2.32m $800,000 . p.a % 78 +1 $600,000 FY20 Net Sales - $833k $400,000 COVID19 - Impact Activated Probiotics 88.5% ($1.6m) $200,000 Activated Nutrients 11%
Slide 21: Growth strategies
Growth strategies Products supported by clinical evidence For personal use only Immediate term (12 months) • Focus on sales and marketing to improve sell-through to existing customers • Launch “Biome Acne and Biome Baby Probiotic” in H2 2022 – an Acne specific live biotherapeutic and Baby probiotic
Slide 22: Future EU Expansion
Future EU Expansion For personal use only ● Australian and UK practitioner channels and network enables expansion into EU ● Biome Australia intends to grow its European sales over the next 2-5 years by increasing the number of distributors in the United Kingdom, increasing marketing spend and recrui
Slide 23: 1H22 Results - Financial Highlights
1H22 Results - Financial Highlights For personal use only Dec 2020 Dec 2021 $’000 $’000 Comments Sales 910 1,803 Increased by 98.2% Gross Margin 54% 58% Improved by 4% Sales and marketing expenses 1,738 1,880 Increased by 8.2% Corporate & administrative expenses 1,815 1,496 Reduced by 17.6% Reported
Slide 24: Corporate Overview
Corporate Overview The founders hold 13.42% of the Company, escrowed for 24 months until 30 November 2023 For personal use only Key Offer Statistics Major Shareholders on completion of the Offer Existing Shares on issue 199.9m Directors and Management 16.4% Options on issue1 8.1 m Other Staff 3.6% O
Slide 25: Board of Directors
Board of Directors For personal use only DOMINIQUE FISHER ILARIO FAENZA BLAIR NORFOLK Non-Executive Director Chair Managing Director ● Couples her experience in tech driven businesses with ● Over 30 years of corporate and director experience in ● More than 10 years in the pharmaceutical and natural
Slide 26: Senior Management
Senior Management For personal use only DOUGLAS LOH DR. JAROSLAV BOUBLIK REBECCA EDWARDS Chief Financial Officer Chief Science Officer Education Director ● Douglas holds a Bachelor of Economics (Hons) from the ● B.Sc. (Hons) Chemistry, Monash University, in 1981 ● Speaker, writer, educator, and qual
Slide 27: Appendix
Appendix For personal use only Commercial in confidence PG.27
Slide 28: Appendix – Examples of Clinical Research/Publications
Appendix 1 – Examples of Clinical Research/Publications For personal use only Biome Daily Biome Iron Berggren A, Lazou Ahrén I, Larsson N, Önning G. Randomised, double-blind and Hoppe M, Önning G, Berggren A, Hulthén L. Probiotic strain Lactobacillus plantarum placebo-controlled study using new prob
Slide 29: Appendix - Scientific Advisory Board
Appendix 2 - Scientific Advisory Board For personal use only DR JAROSLAV BOUBLIK PhD DR NIKLAS LARSSON PhD DR MARCO PANE Director and Chief Science Officer, Biome Australia Research Director, Probi AB, Sweden Product Development Specialist, Probiotical Healthcare Limited Dr Larsson holds a BSc and a
Slide 30: Appendix - Pharmacy Advisory Board
Appendix 3 - Pharmacy Advisory Board Biome Australia believes in developing a strong partnership with the pharmacy industry to build a business that will deliver substantial For personal use only value and benefits to the pharmacy industry. The Pharmacy Advisory Board was created to advise the Compa
Slide 31: Appendix – Company Specific Risks
Appendix 4 – Company Specific Risks There are specific risks which relate directly to the Company's business and other general risks, many of which are largely beyond the control of the Company and the Directors. The risks identified and summarised below, or other risk factors, may have a material i
Slide 32: Appendix – Company Specific Risks
Appendix 4 – Company Specific Risks ARRANGEMENTS WITH THIRD PARTY COLLABORATORS Biome Australia may pursue collaborative arrangements with life science companies, bio-pharmaceutical companies, academic institutions or other partners there is no assurance any such collaborations will perform and meet
Slide 33: Contact details
For personal use only Contact details: Blair Norfolk, CEO e: blair@activated.co Ilario Faenza, Chair e: ilario@activated.co Websites: biomeaustralia.com activatedprobiotics.com.au activatednutrients.com activatedxperformance.com.au Biome Australia Limited Roadshow Presentation March 2022 Commercial