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Anteris Technologies Global Corp. — AGM Information 2012
Nov 19, 2012
33869_rns_2012-11-19_60174511-70ce-4b6a-a188-cb3852bb09be.pdf
AGM Information
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Allied Healthcare Group
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An integrated healthcare company
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Annual General Meeting
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November, 2012 Mr Lee Rodne Managing Director
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Disclaimer
This presentation is the property of Allied Healthcare Group (AHG). This presentation is not and does not constitute an offer, invitation or recommendation to subscribe for, or purchase any security and neither this presentation nor anything contained in it shall form the basis of any contract or commitment.
This presentation does not constitute an offer or invitation in any jurisdiction anywhere, or to any person to whom, such an offer would be unlawful. This presentation is not intended as an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in the United States or to any person to whom it is unlawful to make such an offer or solicitation.
The securities in the offering have not been, and will not be registered under the US Securities Act.
Reliance should not be placed on the information or opinions contained in this presentation. This presentation does not take into consideration the investment objectives, financial situation or particular needs of any particular investor. Any decision to purchase or subscribe for securities in AHG must be made solely on the basis of the information contained in the public domain and if necessary after seeking appropriate financial advice.
No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, AHG and its affiliates and related bodies corporate, and their respective officers, directors, employees and agents disclaim any liability (including, without limitation, any liabilities arising from fault or negligence) for any loss arising
from any use of this presentation (or its content) or otherwise arising in connection with it.
AHG’s forward-looking statements, intentions, forecasts, prospects, returns, expectations, statements in relation to future matters or other forward looking statement contained in this presentation may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct. There are usually differences between forecast and actual results because events and actual circumstances frequently do not occur as forecast and these differences may be material. They are based on a number of estimates, assumptions that are subject to business, scientific, economic and competitive uncertainties and contingencies, with respect to future business decisions, which are subject to change and, in many cases, are outside the control
of AHG and its directors. Neither AHG nor its directors give any assurance that the forecast performance in the forecasts or any forward-looking statement contained in this presentation will be achieved.
Sales & Distribution
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Profitable & growing business centre
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Infusion, surgery and cardiac hospital markets
Allied Healthcare Group ASX:AHZ
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Existing sales and distribution infrastructure
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Launching CardioCel® in key global markets in 2013
Regenerative Medicine
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Proprietary tissue treatment that solves current
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issues with existing tissue products
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Initial product undergoing regulatory approval
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First revenues 2013 with platform to generate a
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portfolio of regenerative products
R&D
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Next generation DNA vaccines
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Lead by Professor Ian Frazer
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Heading for Phase I studies in 2012/13
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Strong pipeline of projects
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Building an integrated healthcare company
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Recognised and experienced Board & management
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Extensive corporate development, finance, M&A, medtech, therapeutics, sales and licensing experience
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Growing Revenues
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Expanding organically and via products developed in-house focusing on our regenerative medicine platform • Potential for >$100m in sales
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Commercialising pipeline of next generation immunotherapeutics • DNA vaccines from Professor Ian Frazer’s team
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Near-term revenue potential via licensing / partnering
Revenue + Significant value drivers over the next 12 – 36 months
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Year in Review
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CORPORATE
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Strengthened management & board
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Mr Peter Turvey (ex-CSL) joined the board as Non-Executive
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Dr Julian Chick as COO
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Mr Bob Atwill as Regenerative Medicine CEO & Company Executive
SALES & DISTRIBUTION
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Maintained a strong revenue base
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Recently secured Mater Hospital supply agreement
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Revenue on target for $7M+ this financial year
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Growing sales infrastructure in advance of launching CardioCel®
REGENERATIVE MEDICINE
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®
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Lead product CardioCel pending approval in EU & Australia
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Granted early access in Australia / Expecting initial global approvals in 2013
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Initiated heart valve reconstruction study
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Initiated hernia repair study
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Initiated collaboration with CSIRO on stem cell program for heart failure
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R&D – NEXT GENERATION DNA VACCINES
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Initiation of Ian Frazer’s next HPV “Cervical Cancer” program
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HSV program heading into Phase 1 Human studies early 2013
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Collaboration with US based NTC for the delivery vector
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Alliance with VGXI to manufacture Phase I HSV-2 DNA product
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Initial positive results from HPV pre-clinical results
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HPV accelerated through to pre-clinical disease model studies
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156 media hits in 12 months
TV LINKS: - http://www.alliedhealthcaregroup.com.au/News Room/Media
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Top tier media coverage:
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6 x TV news
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Top tier finance news
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(AFR, The Australian)
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Major metro print
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(health and business)
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National and state-based
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radio
http://vimeo.com/52437293 http://vimeo.com/51977479
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- Biotech and science
trade (online and print)
Divisional Overviews
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Sales & Distribution
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Australia/NZ-wide business selling innovative medical devices
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• Extensive infusion and cardiology focused product range
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• Product range exclusively licensed to Allied
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• Established sales & distribution network
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• Profitable, growing business
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• Generating US$7M in sales and growing
Platform to launch “In-House” regenerative tissue products • Significant global revenue growth potential via CardioCel[®] • Pipeline of regenerative medicine products in development
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Launching into global markets in 2013
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1[st] product (medical device) developed by our regenerative medicine
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product development team
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Cardiovascular tissue used to treat & repair heart defects caused by
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Congenital Heart Disease (CHD)
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Currently seeking initial global marketing approval
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Early access granted for initial indications in Australia
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• EU (CE mark) and TGA marketing approval submission lodged
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USA marketing approval submissions early 2013
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CHD is one of the leading causes of deaths in infants in the Western world • Also major issue in children with a high unmet clinical need
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Sales revenue through Allied Healthcare Sales & Distribution
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Expected to remove the need for repeat open heart surgery • Minimising the impact to patient & their family
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Provides a tissue that addresses the requirements of surgeons while addressing problems of existing approved products
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Provides genuine opportunity for normal “regeneration” of heart tissue around tissue ‘scaffold’
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Initial indications in paediatrics for longer-term regeneration of heart tissue and healthier hearts
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Expansion into adult patients
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Initial market paediatric CHD repair & reconstructions • 30,000+ procedures/ year in the US
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Potential for sales in the >$100m
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Received Authorised Prescriber Scheme approval 4[th] Qtr, 2012 • Expecting initial marketing approval 1H, 2013
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Expansion to adult repairs >$1bn market
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Expected revenue increase for Allied to be very significant in coming years • Combined markets > $1bn in sales potential
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Utility in other indications e.g. hernia repair
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As a biological scaffold to grow and deliver stem cells
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Extensive pre-clinical data package completed for a number of indications
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CardioCel [®] Markets
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Expected approval
& launch in 2013
30,000+
procedures a
Leverage off Now in use under
year CE mark Authorised Prescriber
approval Scheme
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Regenerative Medicine Pipeline Focused on Regenerative Medicine and Soft Tissue Repair Products
Regenerative Pipeline
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Therapeutic Filing and initial market
area Product Development launch
CHD CardioCel patch for CHD repairs 2012/13
Cardiovascular CardioCel vascular and valve
2013/14
Applications reconstruction and repairs
Abdominal
Hernia repair 2014/15
Surgical
Gynaecological Pelvic floor repair 2015/16
Surgical Orthopaedics 2016/17
Whole Tissue
CardioCel and ADAPT 2017/18
Valves
Stem Cell
Matrix with stem cells
Delivery
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Commercialising DNA Vaccines with Ian Frazer Preventative & Therapeutic Vaccines
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Progressed the HSV-2 program towards Phase I
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Signed a partnership with US-based NTC for supply of the delivery vector for the vaccine
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Entered into an agreement with VGXI to manufacture the vaccine
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Initiated a program for HPV to develop a therapeutic vaccine
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Successful pre-clinical HPV study data
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Anticipating the Phase I start soon
Multi-billion $$$ global markets for vaccines
Estimated market by 2014 will be $2.7bn and growing* HSV-2 program
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1 in 6 people in the US estimated to be HSV positive
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• Significant market size
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Estimated growth in excess of $6bn with treatment/vaccine available
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No approved vaccine available
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HPV program
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Still many people not using or completing the HPV vaccine therefore need
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~<35% vaccination rate for HPV in the US
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Current HPV vaccines do not treat the disease (people already infected)
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• Estimated at greater than $1bn market potential for therapeutic vaccine
• *BCC Research, DNA Vaccines: Technologies and global market, 2009
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The Year Ahead
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2013 - Transformational Year
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Additional “early access” approvals at key Australian
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cardiac centres for CardioCel[®]
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Initial market approval and global sales of CardioCel[®]
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Expansion of CardioCel[®] beyond initial paediatric market
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Adult heart defects, heart valve repairs, hernia, etc.
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Initiation and initial results from Phase I Herpes virus
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vaccine clinical trial
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Initiation of HPV therapeutic clinical trial with Ian Frazer
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Growing global revenues in key markets
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Thank you
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Allied Healthcare Group An opportunity to invest in a new diversified healthcare company with large growth potential
ASX:AHZ Contact: Mr Lee Rodne Managing Director [email protected] http://www.alliedhealthcaregroup.com.au Australia: +61 8 9266 0100