Adherium Ltd. · ASX:ADR
Adherium — Investor Presentation (February 2025)
31 slides from Adherium's investor presentation, February 2025
Slide 1: Revolutionizing Respiratory Care through Intelligent Data
ASX: ADR Revolutionizing Respiratory Care through Intelligent Data February, 2025
Slide 2: Disclaimer and Forward-Looking Statement
Disclaimer and Forward-Looking Statement The material contained herein is of a general nature & has only been prepared as a These risks & uncertainties include, but are not limited to: presentation aid. This presentation does NOT contain all of the information that may be required for evaluating Adh
Slide 3: Presenting Today: Biography
Presenting Today Biography Jeremy Curnock Cook Keven Gessner John Giszczak Non-Executive Director and Acting CEO Senior Vice President / Executive Advisor Director, Business Development ‣ Founder and Managing Director of BioScience ‣ Over 25 years of experience ‣ 18 years of healthcare experience in
Slide 4: Corporate Snapshot
Corporate Snapshot Capital Structure1 ADR ASX Chart2 Share Price $0.012 Shares on Issue 758.6m Cash $0.39m Net Debt $0.67m Market Cap $11.37m Enterprise Value $11.65m Ownership3 Regal Funds 25% Management Pty Ltd • Adherium is the global leader in digital inhaler technology that improves patient adh
Slide 5: Executive Summary
Executive Summary Secured Access to >1M Ground-breaking Technology Market Opportunity of Patients COPD/Asthma Patients ‣ World leading respiratory health technology with Respiratory Diseases is company with over 200,000 devices sold to ‣ Newly signed contracts with leading US Massive date, 15 FDA 51
Slide 6: Signed Partnerships Giving Adherium Access to 1M+ Patients
Proven use-cases in the US showcase belief in the impact of Adherium’s solutions Signed Partnerships Giving Adherium Access to 1M+ Patients Leading US health system with 33 hospitals Largest US allergy and asthma medical Large US allergy medical group and 385 clinics in Utah, Idaho, Colorado, group
Slide 7: Unmet Need: Significant Burden to Health Systems and Respiratory Patients
UNMET NEED: SIGNIFICANT BURDEN TO HEALTH SYSTEMS AND RESPIRATORY PATIENTS FROM PREVENTABLE GAPS IN INHALER TECHNIQUE AND ADHERENCE COPD IS A LEADING CAUSE UP TO 92% OF 80% OF COPD & ASTHMA OF DEATH ASTHMA PATIENTS ASTHMA-RELATED COST $114B GLOBALLY WITH USE THEIR HOSPITALIZATIONS ANNUALLY IN THE 384
Slide 8: Adherium Can Improve Lives, Drive Positive Health Outcomes and Reduce Healthcare Costs
Despite decades of advancement, millions continue to be impacted by asthma and COPD Adherium Can Improve Lives, Drive Positive Health Outcomes and Reduce Healthcare Costs. We will focus on high-cost patients. Asthma $82B1 21M3 American adults 4.9M11 asthma 939,00011 asthma 94,56012 asthma cost on He
Slide 9: Adherium is revolutionizing asthma care with a digital-first respiratory patient monitoring system
World Leading Innovation in Respiratory Care Adherium is revolutionizing asthma care with a digital-first respiratory patient monitoring system HCP decision support tools (SAMD) Data generated from 15 FDA & TGA cleared Smart-Inhalers Future AI Driven Full Stack, Tools to Support Secure Positive Pati
Slide 10: Adherium's Hailie Smartinhalers: Largest global portfolio
Adherium’s Hailie® Smartinhalers: Largest global portfolio 78% of all 65M maintenance inhalers sold in the US in 2023; nearly 60% of 75M rescue inhalers NEW, NEXT GENERATION DIGITAL SENSORS WITH PHYSIOLOGICAL DATA CAPABILITY SUCH AS INHALATION FLOW RATE for Symbicort for Airsupra®/ for Anoro Ellipta
Slide 11: Adherium's Innovative Hailie Technology Is the Most Sophisticated and Widely-Used Digital Platform
Adherium’s Innovative Hailie® Technology Is the Most Sophisticated and Widely-Used Digital Platform of Its Kind Hailie® Smartinhaler Hailie® App Hailie® Portal Bluetooth® enabled Smartinhaler Medication use/Respiratory Flow Health professionals can track sensor fits securely around patient’s data is
Slide 12: The Hailie Smartinhaler drives positive behavior
The Hailie® Smartinhaler drives positive behavior increasing efficiency of healthcare spend and influencing outcomes On-sensor Tracks inhaler Addresses reminders medication use inhaler technique Reminds patients when it is Tracks patient inhaler Captures valuable insights, such as time to take their
Slide 13: AI driven data parameters collected with the Hailie Smartinhaler
AI driven data parameters collected with the Hailie® Smartinhaler go beyond actuation detection to address inspiratory flow and technique Hailie collects and transmits the Extensive range of other Hailie data following physiological parameters: parameters: • Medication actuation event: ▪ Dose loadin
Slide 14: Patient Management Dashboard
Patient Management Dashboard Click to edit patient details Timer logs clinical time Notes tab Prescription and to capture sensor status clinical notes Medication use and Adherence inhalation data Calendar Rescue daily totals 14
Slide 15: Randomized controlled trials demonstrate digital solutions drive adherence and outcomes
Randomized controlled trials have demonstrated that incorporating Adherium’s digital solutions drive maintenance adherence and positively impact outcomes Increase adherence in Increase adherence in Reduction in severe children1 adults2 exacerbations2 Reduction in hospital Peer-reviewed studies using
Slide 16: Revenue Model: Reimbursement Model through Value-Based programs
Revenue Model: Reimbursement Model through Value-Based programs paid by insurers with high growth opportunity (all numbers below in USD) Fee for Service (FFS): RPM and RTM Codes Value-based Programs In total HCPs are paid ~$115 to $153 in initial month; $95 Generates revenue through health insurers
Slide 17: Adherium customer testimonials
Adherium customer testimonials "One of the great struggles has always been: you see a patient in the office and they're not doing well; you make a change in therapy, and you're always left with that question, 'are they really taking their medicine?' And, 'are they taking it correctly?' And I think t
Slide 18: Adherium's RPM Business Model
Adherium’s RPM Provider requests Logistics partnerships Hailie® from EMR specified Hailie to Business patient’s home Notification of successful delivery Model Operational ADR gets ADR Set up Call patient Flow notification > Check insurance patient on to on-board > Determine device Hailie Portal > Tr
Slide 19: New Model Streamlines Process and Eliminates Burden on Customers
New Model Streamlines Process and Eliminates Burden on Customers How Adherium’s New Model Fixes It: What Didn’t Work Well: ‣ Only a monthly charge for active users ‣ Customers paid up front for devices ‣ Adherium sends devices direct to patients’ homes ‣ Customers stored & distributed devices ‣ Adhe
Slide 20: Adherium is undergoing a reorganization to focus on growing patient scale
Adherium is undergoing a reorganization to focus on executing our mission to grow patient scale & our commercial business We are improving our focus and prioritization on driving patient growth and will fund it via efficiencies found in our legacy non-commercial functions. In addition, we have imple
Slide 21: Strategic Roadmap for Growth and Investment
Strategic Roadmap for Growth and Investment 2025 2026 2027 2028 Expansion Scaling RPM Recurring Revenue Global Leadership and Revenue Growth and Partner Programs and AI-driven Scaling and Market Expansion ‣ Partner with health ‣ Partner with payers to ‣ Achieve breakeven ‣ Establish global systems a
Slide 22: Key 2025~2026 Investments to Rapidly Scale Customers and Patient Adoption
Key 2025~2026 Investments to Rapidly Scale Customers and Patient Adoption Onboarding Scaling RPM Predictive Core Product Market Teams Solutions Algorithms and AI Expansion Demonstrations Deploy specialized teams Partner with payers to Enhance AI-driven Expand the Hailie® device Australia to onboard
Slide 23: Management Team
Management Team Jeremy Curnock Cook Keven Gessner Nilesh Ghatpande John Giszczak Luke Allera Daniel Kaplon Non-Executive Director and acting Senior Vice President / Executive Vice President, Engineering Director, Business Development Director, Strategy and Sales Chief Financial Officer CEO Advisor &
Slide 24: Adherium Board
Adherium Board Lou Panaccio Jeremy Curnock Cook Dr. Bill Hunter Bruce McHarrie George Baran Independent Non-Executive Chair Non-Executive Director Independent Non-Executive Independent Non-Executive Non-Executive Director Director Director ‣ Board member of Avita ‣ Founder and Managing Director ‣ Ex
Slide 25: Strong track record of innovation & FDA 510(k) approvals
Strong track record of innovation & FDA 510(k) approvals Originally Founded by a Person with Asthma 2022 2024 2024 Symbicort US RTM New iOS app Ellipta® and GSK’s Partnered with large-scale Launched program Hailie Smartinhaler Reimbursement MDI Hailie Smartinhaler commercial partners with Intermount
Slide 26: Intellectual Property and Global Patent Protection
Intellectual Property and Global Patent Protection Adherium’s Hailie Technology has Registered Designs and Patents Worldwide 73 registered designs 25 registered designs 4 granted utility 4 granted utility patents patents UK/EU US Japan 4 registered designs China 10 registered designs 8 granted utili
Slide 27: Shifting from Reactive to Predictive care: Investing in Predictive Algorithms & AI
“A Predictive Machine Learning Tool for Asthma Exacerbations: Shifting from Reactive Results from a 12-Week, Open-Label Study Using an Electronic Multi-Dose Dry Powder Inhaler with Integrated Sensors” to Predictive care: Lugogo, et al., Journal of Asthma and Allergy 2022:15 1623–1637 Investing in Pr
Slide 28: Behavioral AI, Predictive Algorithms, and SaMD
Leveraging AI to Change the Status Quo in Respiratory Care Behavioral AI, Predictive Algorithms, and SaMD Behavioral AI for Patient Engagement Predictive Algorithms for Software as a Medical Device (SaMD) Analyzes inhaler usage to detect Physician Decision Support Enhancing Precision Care adherence
Slide 29: Data Monetization and AI Opportunity
Data Monetization and AI Opportunity Partnerships with real-world Partnerships with value- evidence studies with based health systems pharmaceutical & payers to improve companies and outcomes and public health reduce costs Hailie® AI Models Smartinhaler Identification of patients for clinical study
Slide 30: Thank You
Thank You
Slide 31: Glossary
CMS Centers for Medicare and Medicaid COPD Chronic Obstructive Pulmonary Disease HCP Health Care Provider IMH Glossary Intermountain Health RPM Remote Patient Monitoring RTM Remote Therapeutic Monitoring SaMD Software as a Medical Device Confidential ©Adherium 2025 31