Orthocell Ltd · ASX:OCC
Orthocell — Investor Presentation (October 2017)
34 slides from Orthocell's investor presentation, Oct 17, 2017
Slide 1: Company Update Presentation
For personal use only Company Update Presentation Perth, Australia; 17th October 2017: Regenerative medicine company Orthocell Limited (ASX:OCC, “Orthocell” or the “Company”) is pleased to release a company update presentation. The presentation outlines Orthocell’s compelling investment highlights a
Slide 2: Contact and About Orthocell Limited
For more information, please contact: General enquiries Investor and Media enquiries For personal use only Paul Anderson Ben Walsh Orthocell, Managing Director WE Buchan P: +61 8 9360 2888 P: + 61 411 520 012 E: paulanderson@orthocell.com.au E: bwalsh@buchanwe.com.au About Orthocell Limited Orthocel
Slide 3: Investor Presentation: Advancing tissue repair and regeneration
For personal use only Investor Presentation Advancing tissue repair and regeneration October 2017 Paul Anderson Managing Director
Slide 4: Investment highlights
Investment highlights For personal use only • Significant upside potential driven by Orthocell’s product portfolio and underpinned by recent transactions in the sector • Orthocell’s key products address markets worth more than US$10 billion p.a. • Marketing authorisation of CelGro® collagen scaffold
Slide 5: Vericel case study highlights Orthocell's valuable portfolio
Vericel case study highlights Orthocell’s valuable portfolio For personal use only Significant upside potential exists for Orthocell’s product portfolio which addresses a range of tendon, cartilage and soft tissue injuries Upside Vericel’s market capitalisation (US$m) potential 200 Jun 2014 Mar Marc
Slide 6: Upside potential underpinned by recent transactions
Upside potential underpinned by recent transactions Significant upside potential in Orthocell based on recent transactions executed in the regenerative medicine and medical For personal use only scaffold sectors Deal date Deal type Licensee/ Acquirer Licensor/ Target Phase Transaction value1 Dec 16
Slide 7: Corporate overview
Corporate overview A diversified health care exposure, delivering breakthrough products in regenerative medicine, with treatments along the For personal use only soft tissue therapy continuum spectrum Share price performance Trading information Share Price (A$) Volume (k) Share price (16-Oct-17) A$0
Slide 8: Historical development timeline
Historical development timeline Orthocell is currently at a major inflection point as it accelerates the commercialisation of its key products that have more For personal use only than 10 years of clinical development and product validation Pre 2015 Key clinical milestones achieved ✓ Acquisition of
Slide 9: Founders story
Founders story Founders have extensive commercial and scientific experience in regenerative medicine, having previously demonstrated For personal use only success in developing, commercialising and exiting cell therapy products with Verigen Australia Paul Anderson Professor Ming-Hao Zheng Managing D
Slide 10: Orthocell strategy
Orthocell strategy Comprehensive strategy in place across key products to optimise shareholder value For personal use only Product development and validation Commercialisation Optimised manufacturing Key opinion leaders • Own and operate a manufacturing facility • Drive adoption of products in key t
Slide 11: Significant market opportunity
Significant market opportunity Orthocell is at the forefront of a large and growing market opportunity in regenerative medicine in the musculoskeletal For personal use only space where the addressable market is estimated to be in excess of US$10 billion p.a. Key focus markets Other addressable marke
Slide 12: Key products and pipeline overview
Key products and pipeline overview Solutions for soft tissue injuries and age related loss of function for regeneration of bone, tendon, nerve and cartilage For personal use only Soft tissue therapy continuum Cells and growth factors that regenerate Collagen scaffold to support regeneration Ortho-AT
Slide 13: Key product portfolio
Key product portfolio Diversified multi-product portfolio with exciting R&D development pipeline For personal use only Diversified Stages of development health care Upcoming Products Key focus Applications Discovery Pre-clinical Clinical Milestones Comments Dental 4Q CY2017 CE Mark (EU) approval to
Slide 14: CelGro - Product overview
CelGro® - Product overview A superior medical device designed for soft tissue repair, expected to be approved in the near-term for marketing and For personal use only distribution within the European Union for dental applications What is CelGro® CelGro® - a versatile collagen-based scaffold • CelGro
Slide 15: CelGro - Platform technology
CelGro® - Platform technology CelGro® is a platform technology that supports tissue growth and enables rapid repair, it has demonstrated clinical efficacy For personal use only and has a clear path to market across multiple applications Multiple applications Bone Tendon Neurological e.g. Dental surg
Slide 16: CelGro - Key advantages
CelGro® - Key advantages CelGro® boasts superior tissue repair qualities and can be customised to accommodate the specific needs of tissue repair in For personal use only multiple applications, making it the best in class bioderived scaffold on the market Orthocell’s proprietary SMRT TM manufacturin
Slide 17: CelGro - Pathway to market
CelGro® - Pathway to market Upon receipt of CE Mark approval for dental bone repair, CelGro® can be marketed and sold within the European Union For personal use only while continuing to expand into other orthopaedic applications Indicative commercialisation pathway (calendar year basis) • Attaining
Slide 18: CelGro - Development pathway
CelGro® - Development pathway CelGro® as a medical device, has a clear development pathway to market which is subject to a faster and less costly For personal use only regulatory approval process than what is faced by pharmaceutical products Gaining regulatory approval for medical devices and CelGro
Slide 19: Ortho-ATI - Product overview
Ortho-ATI® - Product overview Ortho-ATI® is a world leading breakthrough in regenerative medicine – a novel, stem cell therapy developed to treat chronic For personal use only degenerative tendon injuries (tendinopathy/tendonitis), it can be utilised in both surgical and non-surgical applications Wh
Slide 20: Ortho-ATI - Key advantages (vs. traditional therapies)
Ortho-ATI® - Key advantages (vs. traditional therapies) Ortho-ATI® is the preferred therapy for degenerative tendon repair because it addresses the underlying pathology, is For personal use only minimally invasive, cost effective with long term clinical data Comparative advantages to traditional the
Slide 21: Ortho-ATI - Key advantages (vs. stem cell technologies)
Ortho-ATI® - Key advantages (vs. stem cell technologies) Ortho-ATI® is the only clinically proven stem cell therapy that addresses the underlying pathology of tendon damage For personal use only facilitating tendon regeneration Market positioning against alternative stem cell technologies Tenocytes
Slide 22: Ortho-ATI - Path to market
Ortho-ATI® - Path to market Market leading product with a validated pathway and attracting the attention of large global partners For personal use only ✓ Clinical validation – Over 450 patient implants with Ortho-ATI ® ✓ Collaboration agreement signed in January 2017 ✓ Optimise manufacturing capabil
Slide 23: Ortho-ATI - Development pathway
Ortho-ATI® - Development pathway Orthocell is currently focused on completing current clinical studies and continuing strategic discussions For personal use only Ortho-ATI® development pathway Development pathway overview Stage Purpose Discovery / preclinical • Ortho-ATI® is substantially de-risked
Slide 24: Ortho-ACI and R&D pipeline
Ortho-ACI® and R&D pipeline Orthocell is undertaking a “capital light” approach to commercialising Ortho-ACI® and developing other pipeline products For personal use only which represent exciting potential value upside within the regenerative medicine space Orthocell’s foundation product Significant
Slide 25: Upcoming catalysts
Upcoming catalysts Significant operational milestones expected over the next year as Orthocell continues to develop its product portfolio For personal use only 2017 2018 onwards • Recognition of (dental) CE Mark in Hong Kong and Taiwan • CE Mark market authorisation for dental bone and • Complete ot
Slide 26: Appendix
For personal use only Appendix Board of Directors, IP portfolio and further product slides
Slide 27: Board of Directors
Board of Directors For personal use only Dr Stewart James Washer Paul Anderson Matthew Callahan Professor Lars Lidgren Mr Qi Xiao Zhou Chairman Managing Director Non-Executive Director Board Member Board Member • 20 years’ CEO and board experience • 20 years’ experience in medical • 20 years’ legal,
Slide 28: Executive Management Team
Executive Management Team For personal use only Professor M.H. Zheng Alexander McHenry Nicole Telford Chief Scientific Officer Chief Operating Officer Chief Financial Officer • Inventor of the Orthocell technology with a strong track record • Over 14 years of experience in corporate advisory and • C
Slide 29: IP portfolio and strategy
IP portfolio and strategy Orthocell has protected its suite of development products through various patents granted across major jurisdictions, with For personal use only further applications awaiting grant Overview Patents granted in major global jurisdictions • Orthocell is focused on maintaining
Slide 30: CelGro - Clinical trials completed & in progress
CelGro® - Clinical trials completed & in progress Orthocell’s clinical development strategy is designed to increase the probability of achieving regulatory approvals, with For personal use only significant levels of clinical validation achieved, and optimised manufacturing capabilities in place Stud
Slide 31: Ortho-ATI - Clinical studies completed to date
Ortho-ATI® - Clinical studies completed to date Ortho-ATI® has been significantly de-risked from an evidence based perspective, with clinical efficacy having been For personal use only demonstrated through numerous clinical trials • NOTE: Patients involved in clinical trials had failed all other tre
Slide 32: Ortho-ACI - Product overview
Ortho-ACI® - Product overview Gold standard Autologous Chondrocyte Implantation which offers a customised approach to treat articulating cartilage For personal use only defects • Articular cartilage provides a smooth, lubricated surface for low friction Ortho-ACI® utilises a two-stage surgical proce
Slide 33: Ortho-ACI - Market positioning
Ortho-ACI ® - Market positioning Ortho-ACI® has significant competitive advantages to 1st generation ACI techniques and other technologies for the repair For personal use only and regeneration of articular cartilage Evaluation 3rd Generation Evaluation 3rd Generation 1st Generation ACI Microfracture
Slide 34: Disclaimer
Disclaimer For personal use only This presentation prepared by Orthocell Ltd ("Company") does not constitute, or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy any securities, nor the solicitation of any vote or approval in any jurisdiction, nor shall there be