Gelesis Holdings, Inc. · OTC:GLSHQ
Gelesis — Investor Presentation (January 2023)
20 slides from Gelesis's investor presentation, Jan 9, 2023
Slide 1: Gelesis, Makers of Plenity
GELESIS Makers of Plenity: GELESIS
Slide 2: Forward Looking Statements
Forward Looking Statements Certain statements, estimates, targets and projections in this presentation may constitute "forw ard-looking statements" w ithin the meaning of the federal securities law s. The w ords "anticipate," "believe," continue," "could," "estimate," "expect," "intend," "may," "mig
Slide 3: Changing the Lives of Millions of People Struggling with Excess Weight
Changing the Lives of Millions of People Struggling with Excess Weight Plenity is our FDA-cleared weight management product Since we launched Plenity Rx, we have helped 185,000 people and generated $36.8M of revenue* We now plan to multiply our impact with a potential OTC / non-Rx launch * Cumulativ
Slide 4: Majority of Americans Want to Lose <40 Pounds
Majority of Americans Want to Lose <40 Pounds1 Most of Them Don’t Want / Qualify for & Can’t Afford Rx Drugs US Population2 47M 50M 33M 23M 19M BMI 25-27 BMI 27-30 BMI 30-35 BMI 35-40 BMI >40 Diet & exercise Hope to lose 10-40 pounds don’t work Label Covers >150M Americans of which 61million interes
Slide 5: To Impact Millions Who are Waiting, the Ideal Weight Loss Product Should Be
To Impact Millions Who are Waiting, the Ideal Weight Loss Product Should Be 1. Safe 2. Effective 3. Affordable & Easy & Proven & Accessible To date, other weight loss products or services have fallen short 5
Slide 6: Meet Plenity: FDA Cleared, Clinically Proven & Well Tolerated
Meet Plenity: FDA Cleared, Clinically Proven & Well Tolerated Designed to make you Feel Fuller, Eat Less, and Lose Weight 1. Safety 2. Effective 3. Affordable & Ease & Proven & Accessible Safety: Effectiveness: 6 out Affordable: Costs Unprecedented of 10 people in our $1.75 per dose and safety profi
Slide 7: Safety & Ease
Safety & Ease Plenity Breakthrough Technology is the Only Superabsorbent Hydrogel Made Entirely from Naturally Derived Building Blocks Within minutes, the capsules dissolve and form a large volume of small non-aggregating gel pieces, with Cucumber composition & firmness similar to ingested raw veget
Slide 8: Safety & Ease: Feel Fuller Throughout the Day with Less Food
Safety & Ease: Feel Fuller Throughout the Day with Less Food Not Absorbed, Not Habit Forming, Induces Satiety and Weight Loss by Increasing the Volume and Firmness of the Ingested Meals without any Additional Calories Capsules taken Create small Gel pieces Increasing the Not absorbed & with water ge
Slide 9: Effective & Proven
Effective & Proven Robust Efficacy and Safety in Clinical Trials and the Real World Responders Super Responders Adults achieving 5% or greater weight loss Adults achieving 10% or greater weight loss in only 24 weeks in only 24 weeks 6 out of 26% were “super-responders” to Plenity, losing on average
Slide 10: Effective & Proven: Strong Sales Growth from Consumer Awareness Marketing
Effective & Proven Strong Sales Growth from Consumer Awareness Marketing What We Have Proven Quarterly Revenues and Gross Margin 66% Decrease Commercial-scale Ability to obtain customers in Marketing $10,000 Manufacturing 75% 185k new customers since launch Begins $8,000 60% Product message resonate
Slide 11: Effective & Proven …with High Consumer Satisfaction
Effective & Proven …with High Consumer Satisfaction 11
Slide 12: Affordable & Accessible: Plenity OTC Advantages over Rx
Affordable & Accessible Plenity OTC Advantages over Rx 2X Larger Addressable Market 26M targeted population for Rx vs. 65M for OTC 1 Anticipated Significant Reduction in Single digit purchase rate 2 as Rx vs 30% for e- CAC commerce benchmark (anticipated) 3 Limited to only Rx channels vs. multiple a
Slide 13: Plenity OTC: Why Now?
Plenity OTC: Why Now? Accumulated safety record with >185,000 people. Unprecedented real-world safety and tolerability consistent with the clinical studies Customers want easy access: ~98% drop off from Rx website1. Many also prefer the privacy and control of their weight loss journey Growing intere
Slide 14: OTC Makes the Purchase Process Simpler and Easier
OTC Makes the Purchase Process Simpler and Easier Only 3 Steps Without Need for Medical Data or Photos... Rx steps required by consumer: OTC steps required by consumer: 20+ min process ~1 min process 1 Starts online visit 5 Provides credit card info 1 Clicks “buy Plenity” 2 Begins questionnaire 6 Dr
Slide 15: >2X Larger Target Population
>2X Larger Target Population OTC target consumer starts earlier on in the weight loss journey Rx Plenity Target Audience OTC Plenity Target Audience Americans with Americans with 160M overweight or 160M overweight obesity or obesity 18+, HHI>$40K, 18+, HHI>$40K, 90M 90M BMI 25-40 BMI 25-40 Currently
Slide 16: New Distribution Opportunities as OTC Drive Broader Access
New Distribution Opportunities as OTC Drive Broader Access Current Distribution Limited to Telehealth & Traditional Prescribing E-commerce Partnerships / Non-traditional Brick & Mortar • Myplenity.com • Healthcare Professionals: Physicians, • Retail pharmacies • Telehealth (non-Rx) registered dietit
Slide 17: Strategic Focus Over Next 12 Months
Strategic Focus Over Next 12 Months By Switching to OTC, Gelesis Aims to Make Plenity a Blockbuster Over Time Access: Transformational Profitability: Improve margins while Reach: Continue to change in go-to-market strategy driving towards profitability within 2 expand global footprint driving effici
Slide 18: Team with Deep Entrepreneurial, Operational & Industry Experience
Team with Deep Entrepreneurial, Operational & Industry Experience Key Hires in 2023: CBO & Commercial OTC Lead Yishai Zohar David Pass Elaine Chiquette Elliot Maltz Joy Bauer, MS, RDN, Alessandro Sannino CEO & Founder Chief Commercial Chief Scientific Officer Chief Financial Officer CDN Ph.D., Head
Slide 19: Backed by Top Clinical and Consumer Advisors
Backed by Top Clinical and Consumer Advisors Clinical Advisors Consumer Advisors Louis J. Aronne, Ken Fujioka, James Hill, Elon Boms Jane Wildman Clayton Kathryn M.D., FACP M.D. Ph.D. Investor & Advisor Board Member Christopher Cavanaugh Scientific Advisor Scientific Advisor Scientific Advisor • Co-
Slide 20: Investment Highlights for Large Upside Opportunity
Investment Highlights for Large Upside Opportunity 1. Safety 2. Effective 3. Affordable & Ease & Proven & Accessible Safety: Unprecedented Effectiveness: 6 out of Affordable: Costs safety profile as 10 people in our FDA $1.75 per dose and demonstrated in our clinical trials lost an can be purchased
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