Adheris Health Limited · ASX:AHE

Adheris Health — Shareholder Meeting (November 2019)

13 slides from Adheris Health's shareholder meeting presentation, Nov 18, 2019

  1. Slide 1: MedAdvisor FY19 AGM Presentation

    making MedAdvisor FY19 medication manageable AGM Presentation OUR PURPOSE To improve the way patients can manage their medication, empowering them to feel more in control 2 0 1 9 1

  2. Slide 2: Important Notice

    Important Notice making medication manageable This Presentation dated 18 November 2019 and has been prepared by MedAdvisor International Pty Ltd ACN 161 366 589 (MedAdvisor or the Company) for information purposes only. This Presentation is not an offer or invitation to acquire securities in MedAdvi

  3. Slide 3: A defining year for MedAdvisor with significant achievements locally & globally

    making medication A defining year for MedAdvisor with significant manageable achievements locally & globally International agreements have established presence in major markets, with Australia continuing to grow:  US Market entry deal with Adheris Health – potential to support their 26,000 pharmaci

  4. Slide 4: Improving adherence benefits everyone & is a $630B global healthcare problem

    making Improving adherence benefits everyone & is medication manageable a $630B global healthcare problem Pharmacists & Doctors Patients Pharma Companies & Payors* *Healthcare payors vary in each The WHO estimates jurisdictions and adherence to long term include Governments therapies in developed an

  5. Slide 5: The MedAdvisor Connected Platform

    making The MedAdvisor Connected Platform medication manageable Driving improved adherence & health literacy Patient Connectivity Pharmacy Software Pharma & Payor Programs PlusOne Pharmacy Software Health Programs A SaaS platform for pharmacies that MedAdvisor App & Messaging A platform for pharmaceu

  6. Slide 6: Who we work with

    making Who we work with medication manageable Health Care Providers Patients Pharma Companies & Payors Pharmacy Groups Pharmaceutical Companies 6

  7. Slide 7: Building a growing annuity stream from revenue sources in Australia & Globally

    Building a growing annuity stream from making medication manageable revenue sources in Australia & Globally Pharmacists & Doctors Patients Pharma Companies & Payors Community Pharmacy Pharmaceutical Companies PlusOne Pharmacy Software Health Programs • SaaS + Messaging fees MedAdvisor • Set up & per

  8. Slide 8: Significant progress in both existing & new markets

    making medication Significant progress in both manageable existing & new markets Key Milestones Strategic rationale  Sigma – 600+ pharmacies  SaaS revenue base – agreements with 3 out of 4 major  Pay in Advance launched & Medication Delivery deal with Kings pharmacy chains; access to patients for

  9. Slide 9: FY19 Results show significant progress in driving revenue and core EBITDA

    FY19 Results show significant progress in making medication driving revenue and core EBITDA manageable Operating Revenue Revenue per Pharmacy Comments (SaaS & User Based) 3YR CAGR – 37%  Total Operating Revenue for FY19 of 25% 12% $8.2m, 25% growth. 8.2 55% Total Revenue $9.2m 56% 6.6 198% 49%  60

  10. Slide 10: Opex profile reflects strong growing core business, with investment in developing capability

    Opex profile reflects strong growing core business, making medication with investment in developing capability domestically manageable and internationally Gross margin to expenses Comments (Growth and Fixed Opex) 16.3  Profitable core business - exceeding $2.5m EBITDA  All R&D costs are expensed,

  11. Slide 11: FY20 Underlying business performance and cash flow sound with strong momentum in pharmacy

    making FY20 Underlying business performance and cash medication manageable flow sound with strong momentum in pharmacy Underlying SaaS Revenue Performance – post FY20 Q1 operational cash receipts up 9% v FY19 Q4 30 June 2019 before R&D receipt of $0.8m Saas Revenue Indexed to 30 June 2019 FY19 Q3 in

  12. Slide 12: Corporate Overview

    Corporate Overview making medication manageable MedAdvisor Ltd (ASX:MDR) Top Shareholders Shares on Issue (as at 13 November 2019) 1,719m Board & Management ~22% Employee Options (including Read Performance Rights) 43m Regal Funds Management ~7% Fully Diluted 1,762m Other Domestic Institutions ~11%

  13. Slide 13: MedAdvisor Has Attracted a Strong Executive Team

    making MedAdvisor Has Attracted a Strong Executive Team medication manageable Robert Read Victor Kovalev Simon Glover Simon Chamberlain CEO & MD CTO & Head of Product CFO GM Strategy Robert has been CEO of MedAdvisor since July 2015 taking Victor is a senior product engineer has extensive Silicon Si

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