Anteotech Ltd · ASX:ADO
Anteotech — Anteo Diagnostics — Investor Presentation (March 2012)
16 slides from Anteotech's investor presentation, Mar 30, 2012
Slide 1: Anteo Diagnostics Investor Presentation
For personal use only Anteo Diagnostics (ASX:ADO) Investor Presentation Better Binding - Faster Dr. Geoff Cumming - CEO March 2012
Slide 2: Disclaimer
Disclaimer For personal use only The purpose of the presentation is to provide an update of the business of Anteo Diagnostics (ASX:ADO). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarification. Accordingly, thes
Slide 3: Mix&Go – A Game Changing Technology
Mix&Go™– A Game Changing Technology A snapshot of Mix&Go Technology For personal use only • ADO has developed Mix&Go – a molecular ‘glue’ that significantly improves many pathology tests • Mix&Go is a novel ‘glue’ - like a two sided velcro • Mix&Go technology results in earlier detection of disease
Slide 4: Company Overview
Company Overview For personal use only Strong Leadership: Board and management has a solid track record of developing commercially successful products Business Model: Revenues from product sales, royalties and research and collaboration agreements with diagnostic and other life sciences companies. P
Slide 5: Mix&Go Technology
Mix&Go Technology Without Mix&Go the signal is weak and/or variable For personal use only Without Mix&Go 2xSignal 2xSignal No Signal 1xSignal With Mix&Go 4xSignal 4xSignal 4xSignal 4xSignal Impact of Mix&Go: detect disease earlier = more treatment options
Slide 6: Why is Mix&Go a Game Changer?
Why is Mix&Go a Game Changer? Sensitivity is the key For personal use only Mix&Go enables 10x more sensitive test than existing immunoassays - better sensitivity means earlier detection of disease. A whole new market for high-sensitivity testing awaits with Mix&Go Due to sensitivity limitations, onl
Slide 7: ADO Is Now Building Multiple Pipeline And Licensing Opportunities For Mix&Go
ADO Is Now Building Multiple Pipeline And Licensing Opportunities For Mix&Go For personal use only TESTING SECTOR MARKET PARTICIPANTS MIX&GO™ IN HOUSE IVD (Pathology) Bead manufacturers (eg Dynal, Merck, JSR, Bangs, Chemagen) √√√√ Test manufacturers/suppliers (eg Roche, Beckman, Abbott, DiaSorin, Or
Slide 8: Mix&Go - Commercialisation Strategy
Mix&Go - Commercialisation Strategy For personal use only • ADO has licensed eBioscience to use Mix&Go. They intend to incorporate Mix&Go into their existing FlowCytomix range immediately • ADO to provide ongoing development support to eBio to facilitate rapid uptake of Mix&Go usage and incorporatio
Slide 9: What Could Mix&Go Be Worth?
What Could Mix&Go Be Worth? For personal use only Realistically Addressable Market for ADO* • Research Market $50 M – Protein arrays: $18M – 8% total market for reagents ~ $220M in 2012 – ELISA assays: $32M – 8% of total market for reagents ~ $400M in 2012 • IVD immunoassay Market ~$420M (4% of tota
Slide 10: Other Mix&Go Applications
Other Mix&Go Applications For personal use only • Other (non-human) diagnostic markets – including veterinary and agriculture • Other diagnostic platforms – including biosensors and biochips • Verify product authenticity e.g. LVMH, Bank Notes • Marine anti-fouling – attach biocide to exposed surface
Slide 11: Short-Term Value Drivers
Short-Term Value Drivers For personal use only Research & Development: Currently 2-3 healthcare R&D companies actively considering Mix&Go - short term revenue opportunities as R&D companies take less time on approval processes Major global IVD Players: ADO continues to work closely with many of the
Slide 12: Recent Developments
Recent Developments • Ms. Sandra (Sam) Andersen appointed as Non-Executive Director May 2011 For personal use only • Mr Mark Bouris appointed as Non-Executive Chairman August 2011 • Australian Patent Office has accepted the “Use of Metal Complexes” patent for Mix&Go September 2011 • European Patent
Slide 13: Corporate Structure & Financials
Corporate Structure & Financials For personal use only Share Price (52 Week Range): Net Cash Position (31/12/11): 5 cents to 10.5 cents $5,528,617 Currently around 8.0 cents Market Capitalization: Shareholders: $61 million 3,537 Average Daily Volume: Top 20: 4,039,944 Hold 36.82% issued capital Shar
Slide 14: Top Holdings as at March 2012
ANTEO DIAGNOSTICS LTD Top 20 Holdings as at 27 March 2012 For personal use only Shareholder Name Shares Shareholder Name Shares First Cape Management PTY 77,511,398 Miss Wei Wei Wai 9,328,863 LTD Austcorp No 190 Pty Ltd 32,955,566 Mr Konstantinos Bagiartakis 7,494,755 Nimrod Finance LTD 19,867,574 J
Slide 15: Summary
Summary • Mix&Go is a proven and commercialised technology For personal use only • Mix&Go now targeting an established IVD (pathology) market • Mix&Go being tested by healthcare companies in multiple sectors - pathology (IVD), research, point of care, diagnostics, immunoprecipitation, R&D • Over 80
Slide 16: Contact
Contact For personal use only Dr. Geoff Cumming Chief Executive Officer Anteo Diagnostics Limited Tel: +61 2 8823 3110
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