Adherium Ltd. · ASX:ADR
Adherium — Shareholder Meeting (November 2023)
18 slides from Adherium's shareholder meeting presentation, Nov 30, 2023
Slide 1: Leading respiratory eHealth - Annual General Meeting
Leading respiratory eHealth Annual General Meeting 30 November 2023
Slide 2: Disclaimer and Forward-Looking Statement
DISCLAIMER AND FORWARD-LOOKING STATEMENT The material contained herein is of a general nature & has only been These risks & uncertainties include, but are not limited to: prepared as a presentation aid. This presentation does NOT contain all of i. the possible delays in & the outcome of product deve
Slide 3: Why Invest
WHY INVEST TARGETING LARGE SCALE COMMERCIAL • Targeting large strategic partnerships to quickly scale PARTNERSHIPS • Multiple B2B2C channels: hospitals, medical groups and insurance payors CLEAR, NEAR-TERM PATHWAY TO CASH POSITIVE • First remote patient monitoring revenues in FY23 • Objectives to ca
Slide 4: Key Differentiators
KEY DIFFERENTIATORS Regulatory Only FDA 510(k) Clinically Improves adherence by cleared flow rate 180% in children and 59% approvals Validated in adults sensor on market Reduced severe UK, EU and Australia exacerbations by 61% in adults Extensive clinical evidence US 51M patient Hailie sensors can b
Slide 5: Improving health outcomes and quality of life for patients
Improving health outcomes and quality of life for patients ©Adherium 2023
Slide 6: Unique Value Proposition
UNIQUE VALUE PROPOSITION Established US Medicare, Medicaid and private PATIENT TESTIMONIAL insurance reimbursement “Our 8 year-old daughter had two exacerbations in the year environment Doctors get paid for remote patient before we started using Hailie. monitoring We’ve been using Hailie for nearly
Slide 7: Revenue Streams
REVENUE STREAMS TARGETING US$15-$30/PER PATIENT PER MONTH Upfront revenue 1 Sensor sales Revenue inflow when patients onboarded Adherium owns device generated 2 + data – future AI data science Data fees revenue source Providers and insurers pay a recurring subscription fee Recurring for data and pla
Slide 8: Targeted Sales Channels
TARGETED SALES CHANNELS Priority: Large scale corporations which include networked hospital, outpatient and insurance services PAYORS MEDICAL GROUPS HOSPITAL SYSTEMS Large scale medical groups Large US hospital networks, e.g. • US private insurers providing outpatient care • Commercial • Self-insure
Slide 9: Near Term Cash Flow Positive
NEAR TERM CASH FLOW POSITIVE Allergy Partners • Largest US allergy & asthma practice based in North Carolina • Over 300,000 patients across 130 sites in 20 states • First patients onboarded Sep’23 • Hailie platform deployed to enable scaling SENTA Partners • Major premier medical asthma & allergy sp
Slide 10: Targeting Broad US Penetration to Scale
TARGETING BROAD US PENETRATION TO SCALE Prospects/In Decision 1,067 Hospitals and 16,152 Sites of care Confidential ©Adherium 2023 10
Slide 11: Business Development Pipeline
BUSINESS DEVELOPMENT PIPELINE ~600 US health systems & medical groups With ~13.5% of health systems in the US contacted, large market still untapped 81 prospective targets contacted Increasing sales and service staff 46 multiple meetings FY24 objective: sign 3 healthcare systems & medical groups 8 i
Slide 12: Looking Ahead
LOOKING AHEAD ESTABLISHED & MARKET LEADING • Hailie system clinically validated & regulatory approved TECH • Drug agnostic sensors have broad market coverage • Only FDA 510(k) approved next gen inhalation flow rate sensor on market NEAR TERM CASH FLOW POSITIVE • Revenue from sale of sensors and data
Slide 13: Appendices
Appendices References and data links available upon request Confidential ©Adherium 2022 13
Slide 14: Highly Experienced Leadership Team
HIGHLY EXPERIENCED LEADERSHIP TEAM Rick Legleiter Francis White Keven Gessner Chris Leigh-Lancaster Tara Creaven-Capasso Daniel Kaplon Chief Executive Officer Vice President, Global Executive VP – Advisor VP Product & Technology Vice President, Quality, Chief Financial Officer Business Development R
Slide 15: Board: Proven Commercial, Clinical and Technical Leadership
BOARD: PROVEN COMMERCIAL, CLINICAL AND TECHNICAL LEADERSHIP Lou Panaccio Jeremy Curnock Cook George Baran Bruce McHarrie William Hunter Independent Independent Non-Executive Director Independent Independent Non-Executive Chair Non-Executive Director Non-Executive Director Non-Executive Director • Mr
Slide 16: Extensive Hailie Technology Clinical Validation
EXTENSIVE HAILIE TECHNOLOGY CLINICAL VALIDATION Hailie technology referenced in >100 Hailie sensors Across have been validation six independent used in 42 studies independent peer-reviewed publications involving > 13,000 patients. >97% clinical trials designed on overthe to assess 13,000 adultsof ac
Slide 17: Hailie sensor portfolio with US FDA 510(k) clearances, UK MHRA & AU TGA approval
Hailie sensor portfolio with US FDA 510(k) clearances, UK MHRA & AU TGA approval New, next generation sensors with adherencee and physiological data capability such as inhalation flow rate for Anoro® Ellipta® / Arnuity® Ellipta® / for Advair® HFA / for ProAir® HFA / for Symbicort® HFA Breo® Ellipta®
Slide 18: Clinical Data and Trial References
Clinical Data and Trial References 1 Ruvuna L, Sood A. Epidemiology of chronic obstructive pulmonary disease. Clin Chest Med. 2020;41:315–27. 2 WHO Factsheet Asthma 2020 3 Most Recent National Asthma Data CDC - Prevalence & ER visits, October 2022 4 AZ Epidemiology data update Feb 2020 5 AAFA - Tips