Aroa Biosurgery Ltd · ASX:ARX
Aroa Biosurgery — Shareholder Meeting (July 2024)
21 slides from Aroa Biosurgery's shareholder meeting presentation, Jul 23, 2024
Slide 1: Aroa Biosurgery (ARX) AGM
For personal use only Aroa Biosurgery (ARX) | AGM UNLOCKING REGENERATIVE HEALING FOR EVERYBODY
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only This presentation (Presentation) is dated 23 July 2024 and has been prepared by announcements lodged with ASX and should rely solely on their own judgement, Aroa Biosurgery Ltd, New Zealand company number 1980577, ARBN 638 867 473 review and anal
Slide 3: Clinical Evidence Update
For personal use only Clinical Evidence Update Barnaby May, PhD Chief Scientific Officer, Aroa Biosurgery Limited
Slide 4: Evidence to Date
CLINICAL EVIDENCE UPDATE Evidence to Date For personal use only 83 peer-reviewed 01 publications >156 conference 02 proceedings 3476 published 03 patients(1) 1. AROA Biosurgery Limited, data on file
Slide 5: Highlights from the Evidence
CLINICAL EVIDENCE UPDATE Highlights from the Evidence For personal use only Authentic Volumetric Resilient and Complexity Fill Persistent AROA ECM provides an Provides immediate Persists in the defect ideal balance of biology & coverage and rapid despite contamination structure to support tissue gra
Slide 6: Volumetric Fill
VOLUMETRIC FILL Provides immediate coverage and rapid For personal use only granulation tissue to protect exposed structures TYPE OF SAMPLE TIME TO TISSUE REFERENCE DEFECTS DEFECT SIZE SIZE COVERAGE/FILL (WEEKS) Cormican et al.(1) Traumatic 217.3±77.9 cm2 13 3.3±1.3 w Taarea et al.(2) Open abdomen 1
Slide 7: Resilient and Persistent
RESILIENT AND PERSISTENT Persists in the defect despite contamination and inflammation For personal use only TYPE OF CDC CONTAMINATION SAMPLE INFECTION REFERENCE DEFECTS SCORE SIZE RATE Cormican et al.(1) Traumatic Grade II & III 13 0% Taarea et al.(2) Open abdomen Grade II 3 0% Bosque et al.(3) Low
Slide 8: Resilient and Persistent: Enables cost-effective utilization
RESILIENT AND PERSISTENT Enables cost-effective utilization For personal use only TYPE OF CDC CONTAMINATION SAMPLE MEDIAN NUMBER OF REFERENCE DEFECTS SCORE SIZE PRODUCT APPLICATIONS Cormican et al.(1) Traumatic Grade II & III 13 1.2 Taarea et al.(2) Open abdomen Grade II 3 1.0 Bosque et al.(3) Lower
Slide 9: Highlights to expect for FY25
EVIDENCE Highlights to expect for FY25 For personal use only Myriad in complex lower extremity 01 reconstruction (prospective) N=130 02 Myriad in trauma reconstruction (prospective) N~40-50 Endoform Real World Evidence – Venous 03 Leg Ulcers (retrospective comparative) N~2000 Symphony diabetic foot
Slide 10: CEO and Managing Director's Report
For personal use only CEO and Managing Director’s Report
Slide 11: Myriad Sales
SALES Myriad Sales For personal use only 01 Top priority >70% YoY 02 Momentum Growth 16 03 Large volumetric defects 14 12 04 Compelling clinical data 10 05 Disruptive Value US$M 8 6 MYRIAD US$ 14M 4 2 TOTAL ADDRESSABLE 0 MARKET FY20 FY21 FY22 FY23 FY24 US$ 730M
Slide 12: TELA Bio Sales
SALES TELA Bio Sales For personal use only 01 Key partnership 40% YoY Growth 02 Hernia & breast portfolio 70 03 Momentum 04 60 Compelling clinical data 50 40 05 Disruptive value US$m 30 OVITEX 20 US$ 63M 10 TOTAL ADDRESSABLE 0 MARKET FY20 FY21 FY22 FY23 FY24 US$ 1.9B
Slide 13: Why AROA wins...
For personal use only AROA BIOSURGERY | AGM Why AROA wins...
Slide 14: AROA's Competitive Advantage: Value
AROA'S COMPETITIVE ADVANTAGE Value For personal use only 01 Improved clinical outcomes 02 Low complication rates 03 Fewer applications 04 Shorter length of stay 05 Reduced product cost
Slide 15: AROA's Competitive Advantage: Product portfolio
AROA'S COMPETITIVE ADVANTAGE Product portfolio For personal use only 01 AROA ECM scope 02 Unique technical capabilities 03 Complementary Enivo platform
Slide 16: AROA's Competitive Advantage: Commercial leverage
AROA'S COMPETITIVE ADVANTAGE Commercial leverage For personal use only 01 Knowledge & experience 02 Agile & adaptable 03 Energy & drive 04 GPOs / IDNs
Slide 17: AROA's Competitive Advantage: Low cost of goods
AROA'S COMPETITIVE ADVANTAGE Low cost of goods For personal use only 01 High margin manufacturing 02 Continuous improvement 03 Scalable modular process
Slide 18: Winning
Winning = For personal use only + value + product portfolio + commercial leverage + low cost of goods
Slide 19: AROA Growth: Financial outlook
AROA GROWTH Financial outlook1 FY24 FY25 GUIDANCE For personal use only Product Product Revenue NZ$ Revenue NZ$ 69 80-87 01 Myriad & OviTex drive growth MILLION (YoY growth MILLION ~25% CAGR 19 – 24%) 02 Gross margin improves Product Product Gross Margin Gross Margin 03 Sales operating leverage 85%
Slide 20: Questions & Answers
For personal use only AROA BIOSURGERY | AGM Questions & Answers
Slide 21: Thank you for attending
Thank you For personal use only for attending JAMES AGNEW investor@aroa.com VISIT www.aroa.com www.linkedin.com/company /aroa-biosurgery-limited/ 64 Richard Pearse Drive, Auckland 2022, New Zealand PO Box 107111, Auckland Airport, Auckland 2150, New Zealand