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ANTEOTECH LTD — Investor Presentation 2013
Feb 11, 2013
64304_rns_2013-02-11_267728b5-b87f-4a95-92e2-58ccbb928d07.pdf
Investor Presentation
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11February 2013 Company Announcements Office Australian Stock Exchange Level 6, 20 Bridge Street Sydney NSW 2000
NEWSLETTER
Dear Shareholders,
I am giving a presentation at the BIO Investor Conference in New York 11 February 2013 (NAET). The following slides will form the basis of the presentation.
Dr Geoff Cumming CEO Anteo Diagnostics Limited
Anteo Diagnostics Limited ABN 78 090 487 273 Unit 4, 26 Brandl Street, Eight Mile Plains Qld 4113 Phone 07 3219 0085 Fax 07 3219 0553 Email [email protected] Web www.anteodx.com
12/02/2013
Mix&Go[TM] – Binding Biomolecules Better (And Easier)
BIO Investor Conference New York, February 11, 2013 Geoff Cumming, CEO, Anteo Diagnostics
Forward Looking Statement
The purpose of the presentation is to provide an update of the business of Anteo Diagnostics (ASX:ADO). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarification. Accordingly, these slides and the information they contain should be read in conjunction with past and future announcements made by Anteo and should not be relied upon as an independent source of information. Please contact Anteo and/or refer to the Company's website for further information.
The views expressed in this presentation contain information derived from publicly available sources that have not been independently verified. No representation or warranty is made as to the accuracy, completeness or reliability of the information.
Any forward looking statements in this presentation have been prepared on the basis of a number of assumptions which may prove incorrect and the current intentions, plans, expectations and beliefs about future events are subject to risks, uncertainties and other factors, many of which are outside Anteo Diagnostics Ltd’s control. Important factors that could cause actual results to differ materially from assumptions or expectations expressed or implied in this presentation include known and unknown risks. Because actual results could differ materially to assumptions made and Anteo’s current intentions, plans, expectations and beliefs about the future, you are urged to view all forward looking statements contained in this presentation with caution.
This presentation should not be relied on as a recommendation or forecast by Anteo Diagnostics Limited. Nothing in this presentation should be construed as either an offer to sell or a solicitation of an offer to buy or sell shares in any jurisdiction.
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Anteo Diagnostics Overview
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Business Model
Facts at a Glance Revenues from product sales, royalties and research and
collaboration agreements with diagnostic and other life
sciences companies
Listed on the ASX (Australian Securities
Exchange), code: ADO Proven Technology Platform
Market Capitalisation: A$50m Proprietary technology licensed to major international
players with additional deals anticipated
52 week high: 9 cents
Patented Technology
52 week low: 5 cents, currently 6.6 cents
Significant and growing patent portfolio
Shares on Issue: 772,851,591
Shareholders: 3,449 Robust Deal Portfolio
Average Daily Volume :518,392 (past 30 days) Over 80 of the major global names in several distinct
Top 20 : Hold 35.76% issued capital markets and market segments are actively assessing our
process in-house
Directors/Staff: 17.8%
Strong LeadershipBusiness Model
Board and management has proven track record of
developing successful companies and products
Strong Balance Sheet
$4.2 million of cash gives us runway into calendar 2014 on
current burn rate
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Who Wins?
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Laboratory Diagnostics Point-of-Care
Immunoassays
• $8 B (2011)
• $38B (2017 forecast)
• Drivers: price pressure, lack of
qualified staff , need for
immediate information,
decentralization, bedside testing
Rapid Test Products
• Global IVD: $44B (2011)
• Immunoassays: $8.8B (2015 forecast) • $3.7B in 2012
• Drivers: aging population = more tests, higher • Drivers: decentralized testing,
Asian demand, technology innovations broadening applications, direct to
consumer marketing
Novel Diagnostic Systems
• Examples: multiplexed systems,
novel label-free detection
• Drivers: economic – more data per
test, cheaper, novel biomarkers
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Mix&Go Solution
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With Mix&Go
Traditional Chemistry Mix&Go
Better protein attachment means
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Better, more sensitive diagnostic tests
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Lower cost tests
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Faster test development times
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Novel, technically difficult tests can be developed
The Magic: “Molecular Velcro”
- Clusters on metal ions
- Double-sided “molecular Velcro”
- Binds to almost all surfaces
- Binding strong yet gentle
- Simple formulation
- Easy and cheap to manufacture
- Very stable
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“I should have thought of that! It’s brilliant in its simplicity”
- Principal Scientist at large international life science tools provider
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“Mix&Go is so easy to use, it’s surface chemistry without the chemistry!”
- Senior Scientist at top 5 IVD company
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Value Add, Value Capture
Mix&Go Value Add
1 2 3 + 4 5
• Better/cheaper products • Products made possible by M&G • Faster turn around • Easy scale-up
• Better shelf life for • Faster R&D cycle • Lower development • Larger batch sizes
products • Lower R&D cost cost • Less waste
• Improved assay performance
2 3 4 5
Research/ Feasibility Development Scale-Up Regulatory
Discovery
1 1
Component
Suppliers 2 3 Patient
Diagnostic test Sublicensee, Value-add Dx Service Providers
manufacturers partner
Anteo Value Capture
1 2 3
• Technology Access Fees • Technology Access Fees • Reach-through royalties
• Royalties from consumable • Royalties from Dx manufacturers
manufacturers • Milestone payments
• Sales revenues • Milestones and royalties from sublicensing
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Growth Potential
Life Science Research Bioprocessing
Opportunities in: Opportunities in:
• •
Cell/protein separation Large scale separation of
• R&D immunoassays therapeutic proteins
• Immunoprecipitation
Diagnostics
Core Market
• Biomaterials/Blood
banking Opportunities in:
• Medical devices • Screening for novel drugs
Other Opportunities High-Throughput Screening
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Business Model
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Model Characteristics
Licensing
••• Technology Access FeeMilestone PaymentsRoyalties ••• Predictable, long-term revenue streamLittle direct competitionFocus on business development, key account
management
• Royalties on sub-licensee sales • Limited sales and marketing required
Sales
• Faster source of smaller revenues
• Direct and/or through 3rd parties • Sales to well-defined market segments with proven need
• Stand-alone or bundled with • Ability to serve market segments otherwise difficult to
reseller’s product/system reach, e.g. academic users
R&D Collaboration
• Source of limited short term revenues
• FTE reimbursement • Main purpose: support licensing activities when more
• Joint product development customization is needed
licensing • Used to develop optimal processes
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Team
Executive Team
Dr. Geoff Cumming, CEO Dr. Joe Maeji, CSO Dr. Tina Baumgartner,
VP Business Development & Marketing
Board of Directors
Dr. Mark Bouris, Dr. Geoff Cumming Sam Anderson Richard Martin New Board member
Chairman Managing Director Non-Executive Director Executive Director (TBA)
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Contact Information
Thank you very much for your interest in Anteo Diagnostics For more information please contact:
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