Conneqt Health Limited · ASX:CQT
Conneqt Health — Investor Presentation (September 2023)
31 slides from Conneqt Health's investor presentation, Sep 29, 2023
Slide 1: Biomarker technologies for cardiovascular health
Biomarker technologies for cardiovascular health CORPORATE PRESENTATION 29 September 2023
Slide 2: Disclaimer
Disclaimer Disclaimer for Presentation — The following disclaimer applies to this presentation (Presentation). This presentation has been prepared by CardieX Limited ACN 113 252 234 (Company). Summary Information — This Presentation contains summary information about the Company and its subsidiaries
Slide 3: Corporate Overview
3 Corporate Overview • ASX listed MedTech (ASX:CDX). • US corporate based. • Developer of non-invasive vascular biomarker technologies. • Creating a new standard of care and prevention for CVD. • Capital raise to accelerate go-to-market strategy for multiple world-first technologies. • Largest share
Slide 4: Investment Thesis
4 Investment Unique opportunity to own a significant health & diagnostic category for digital vascular biomarkers. Thesis Connected medical devices targeting a $293 billion market opportunity* from multiple revenue streams. Immeasurable Pioneering arterial health technology used by customers Global
Slide 5: What Are Vascular Biomarkers?
5 What Are Vascular Biomarkers? Peripheral Pulse Pressure Central Aortic Pulse Pressure and Arterial Measurements Stiffness Measurements 1871 Accessible to all 1950 Limited pressure metrics Complete pressure metrics Invasive ICU/Hospitals Only "Biomarker" A measurement used to monitor /ˈbīōˌmärkər/
Slide 6: We Invented Non-invasive Vascular Biomarker Devices
6 We Invented Non-invasive Vascular Biomarker Devices Dr. Michael O’Rourke 1990 ATCOR Founder Pulse & Band Complete pressure metrics 2002 2023 Complete pressure Non-invasive metrics Limited Accessibility Non-invasive Cost Accessible to all XCEL & Oscar 2
Slide 7: A $1 Trillion+ Problem
7 A $1 Trillion+ Total Cost of Cardiovascular Disease (CVD) Annually* Problem $363B $1.1 Trillion 2020 2035 Cardiovascular (CV) #1 disease is the 113M 19M Hypertensives in the USA Heart Disease Deaths Globally Killer of humans globally (50% of US Adults) (1 Every 36 Seconds in USA) 33% 38% Incidence
Slide 8: Our Solution
8 Our Solution SphygmoCor Vascular Biomarker Technology ® Central Pulse XCEL* Pressure Subendocardial Not available Viability Ratio (SEVR) from traditional blood pressure monitors Central Blood Oscar 2* Pressure (ABPM) CONNEQT PULSE* SphygmoCor We non-invasively biomarkers represent capture arterial
Slide 9: A Complete Ecosystem of Vascular Biomarker Solutions
9 A Complete Ecosystem of Vascular Biomarker Solutions Hospitals Remote Patient Monitoring Health Care Clinical Trials Providers Specialist & Pharma* Clinicians XCEL & Oscar 2** Pulse & Band Research Home Health *ATCOR provides on-site devices and data management solutions. CONNEQT provides devices
Slide 10: Application Across Multiple Disease States
10 Application Across Multiple “Beyond Blood Pressure” “Beyond Hypertension” Disease States Our technology extracts data that impacts multiple disease states beyond hypertension. Preeclampsia/ Brain & Heart Disease Kidney/Renal Urology/Sexual Gestational Cognitive Health Risk & Stroke Disease Health
Slide 11: Our Vascular Biomarkers in Practice: A New Standard of Care
11 Our Vascular Biomarkers in Practice: A New Standard of Care More predictive of future Vascular stiffness precedes the cardiovascular events than development of hypertension standard brachial blood pressure. allowing earlier intervention. Early identification and prevention of vascular disease Mul
Slide 12: Central Blood Pressure Studies “Highlights Reel”
12 Central Blood Pressure Studies “Highlights Reel” “Central blood pressures have been shown to correlate more strongly with vascular disease than do routine peripheral blood pressure measurements.” Cleveland Clinic “In a study of 1100 patients central pulse pressure “In a study of 3,500 high risk a
Slide 13: Central pressure measurement is essential
13 “Central pressure measurement is essential because you don't die from an “arm attack” you die from a “heart attack”.” J. Cockcroft M.D Professor of Cardiology, Heart Research Institute
Slide 14: Our Current Customer Base
14 Our Current Customer Base Pharma/Biotech Clinical Research Organizations XCEL Oscar 2 (ABPM) Academic Researchers $ Sale | Data Services | Lease | Licensing Specialist Healthcare Practices 250+ research programs have used SphygmoCor biomarkers.* 6 Continents / 34 Countries 4000+ Installs All "US
Slide 15: Our Bluechip Customers
15 Research and pharmaceutical Our Bluechip For clinical trial services related to hypertension, companies cardiovascular disease, diabetes and renal disease Customers 8 out of the Top 10 Pharma companies uses SphygmoCor® in their clinical trials. Major IDNs and specialist Cardiology, Nephrology and
Slide 16: Our Clinical Trial Business
16 Our Clinical Trial Business $56B TATM Our “Total Addressable Trials Market” 9,684 trials encompassing 17,586,144 patients** ~$35,000 *Based on trial design of 1,816 patients per trial, 11 subjects per System Revenues Per Site study site, and 1 XCEL per site. ~86% Net Trial Profit Margins $1.1B SA
Slide 17: Major Ongoing Trials and Studies
17 Major Ongoing 120+ Research Studies in Process Using Our 46 Clinical Trials Trials and Studies Technology To Date UK NHS Andwin Trial CARTESIAN Study Heart Failure Panacea Trial 2022 initiated trial between World's largest study on & Kidney Disease Assessment of vascular Andwin Scientific, Syneos
Slide 18: Other Users of SphygmoCor Technology
18 Other Users of SphygmoCor® Technology Research and Major IDNs Medical and pharmaceutical and specialist consumer companies physician practices device licensing For clinical trial services related to Cardiology, Nephrology,and Cardiology, Nephrology and Licensing of algorithms and sale of hyperten
Slide 19: Our Growth Strategy
19 2025 Our Growth Strategy From specialist clinician & research to value based cardiovascular healthcare at scale. Broad/Mass Market $$$ Medicare Advantage Managed Medicaid 2024 $$ Employees/Commercial Groups Managed Primary Care / HMOs / ACOs / IDNs Life Insurance Risk Management Licensing Concier
Slide 20: Growth Fueled by New Products and Solutions
20 Growth Fueled by New Products and Solutions World-first Vascular Biometrics Monitor April/2023 World-first Dual-Sensor Arterial Health Wearable Anticipated FDA clearance Q1/24
Slide 21: World First Dual-Sensor Medical Grade Wearable
21 World First Dual-Sensor Medical Grade Wearable • Patent-pending side-sensor. • Dual health/fitness + vascular biometrics. • Medical grade (on anticipated FDA clearance). Anticipated FDA clearance Q1/24
Slide 22: Continuing Technology Validation
22 Continuing Technology Validation The award recognizes the achievements of innovative health The National Institutes of Health has awarded CardieX $415K tech companies that are dramatically improving healthcare to accelerate the development of our arterial health monitoring through the use of tech
Slide 23: Significantly Expanding Our Market Opportunity
23 Significantly Expanding Our Market Opportunity Remote Health Decentralized Patient Monitoring Wearables Clinical Trials $175B $104B $14B 2027 2027 2026 (Markets and Markets) (Grand View Research) (Medi-Tech Insights) https://www.marketsandmarkets.com/Market-Reports/remote-patient- https://www.blo
Slide 24: Our Cloud-based Arterial Health Ecosystem (2023/24 Launch)
24 Our Cloud-based Arterial Health Ecosystem (2023/24 Launch) Personalized, Fully Consumer Clinical Customizable Arterial Health Insights • General Consumer • Clinician-Facing • Patient-Facing • Decentralized Trials • Research Participant Home Use CONNEQT Professional Use Data Cloud Physician Portal
Slide 25: Customer Acquisition Playbook
25 Customer Acquisition Playbook Conferences Presentation Customer Success & Keynotes Generate Online Webinars & Email Account Management Increase awareness & increase Nurture Campaigns (Farmers) revenue & market share mindshare Digital Advertising & Field Sales Account-based Marketing (Hunters) Dem
Slide 26: Go-To-Market activities since FDA Clearance
26 Go-To-Market activities since FDA Clearance Leveraging industry, clinician, healthcare, and KOL channels 2023 25 27 4 6 APR APR MAY MAY International Maternal MedTech Innovator Virtual Presented to Maternal- Hemodynamics Workshop - Pitch. Presented Pulse at the Fetal Medicine physicians Cambridge
Slide 27: 2023/24 Anticipated Product Launch Schedule
27 2023/24 Anticipated Product Launch Schedule 2023 2024 Product Solution H1 H2 H1 H2 FDA Pre-Launch & Commercial Connected Launch CONNEQT Clearance GTM Planning vascular PULSE biometric monitor. Gen. 1 Design & Development Commercial CONNEQT Launch CONNEQT app APP Remote patient Commercial CONNEQT
Slide 28: Competition
28 Competition Digital Vascular Biomarkers Blood Pressure Cuff Wearable
Slide 29: Our Competitive Moat
29 Our Robust sensor patent portfolio Competitive World class engineering team Moat Industry leading sector expertise Established presence, market validation, and Technology, process complexity category focus give us a & category focus competitive stronghold. 20+ years of research & development Only
Slide 30: Looking Ahead (6-12 months)
30 Looking Ahead (6-12 months) • Multiple new product launch, partnership, and • Strong revenue growth from our Clinical Trial sales opportunities. Solutions group. • Launch of brand, education, and demand • New clinical trial contracts and expansion of generation campaigns for CONNEQT. existing tri
Slide 31: To Summarize
31 To Summarize • Opportunity to be “category • Immediate near term opportunities leader” in worlds largest health show strong initial market traction. market. • Quantifiable success metrics (Resmed, DexCom, Masimo). (devices deployed (sale/lease), • Micro-cap valuation - unique entry subscription r
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