Anteris Technologies Global Corp. — AGM Information 2013

Nov 19, 2013

The image part with relationship ID rId2 was not found in the file.

AGM PRESENTATION 20 NOVEMBER 2013 Mr Lee Rodne, CEO

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

www.admedus.com

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 forwardlooking statement contained in this presentation will be achieved.

1

www.admedus.com

PRESENTATION OVERVIEW

� Company overview

• The past 12 months

• The next 12 months

• Admedus Ltd

2

www.admedus.com

COMPANY OVERVIEW

==> picture [721 x 78] intentionally omitted <==

----- Start of picture text -----

Sales & Marketing
•
Profitable & growing business center
•
Infusion surgery and cardiac hospital markets
•
Existing sales and distribution infrastructure
----- End of picture text -----

==> picture [721 x 79] intentionally omitted <==

----- Start of picture text -----

•
Launching CardioCel in global markets in 2013/14
Admedus
ASX: AHZ Regenerative Medicine
•
Based on proprietary tissue treatment
----- End of picture text -----

==> picture [721 x 78] intentionally omitted <==

----- Start of picture text -----

•
Initial product seeking global approvals
• Initial revenues 2013
•
Platform to generate portfolio of products
----- End of picture text -----

==> picture [721 x 78] intentionally omitted <==

----- Start of picture text -----

Immunotherapies
•
Developing therapeutic vaccines
•
Lead by Professor Ian Frazer
•
Phase I underway
•
Strong pipeline of projects
----- End of picture text -----

3

www.admedus.com

COMPANY STRATEGY & VALUE PROPOSITION

Strategy remains the same: Building an integrated healthcare company

• Recognised and experienced Board & management

• Extensive corporate development, finance, M&A, medtech, therapeutics, sales and licensing experience

Growing Revenues

• Expanding infusion portfolio organically and via products developed in-house from our regenerative medicine platform

• EU approval for CardioCel

• Sales across the group up 15%

Commercialising a pipeline of next generation vaccines

• Immunotherapies with Professor Ian Frazer’s team

• Revenue + Significant value drivers over the next 12 – 36 months

4

www.admedus.com

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

Year in Review

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

5

www.admedus.com

CORPORATE HIGHLIGHTS

• Achieved all defined milestones

• Raised $15M

• Strong cash position for moving forward

• Established global operations and strengthened Executive & Sales Management teams in Europe and the US

• Recognised by industry as Australia’s Emerging Company of the year

• $1.9M Commercialisation Australia grant for the launch of CardioCel

• Increased - market capitalisation and daily volumes

6

www.admedus.com

SALES HIGHLIGHTS

• Increased sales by 15% over the period to reach $7.4M

• Awarded 5 year tender in Townsville worth over $2M to implement hospital wide infusion management system

• Established Key Opinion Leader groups in Europe and the US in preparation for CardioCel launch

• Increasing number of surgeons in Australia gaining access to CardioCel under the Authorised Prescriber Scheme (special access program)

• Launched CardioCel in Europe with initial sales in 2013

• � 80 patients successfully implanted with CardioCel in Australia

7

www.admedus.com

REGENERATIVE MEDICINE HIGHLIGHTS

• European CE mark approval and initial sales in Europe

• 5 year data showing no calcification in children implanted with CardioCel

• Successful heart valve reconstruction study showing strong levels of regenerative properties of CardioCel’s benefits in heart valve reconstructions

• Key CardioCel data presented and published internationally

• Further benefits of ADAPT tissue for stem cells

• Submission of the 510(K) to the FDA for marketing approval in the US

• Positive pre-clinical hernia repair data

8

www.admedus.com

IMMUNOTHERAPY PROGRAM HIGHLIGHTS

• Positive pre-clinical data for HPV vaccine program

• Initiation of the HSV immunotherapy Phase I study

• Increased investment to a majority holding into the technology

• International presentations and publications

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

9

www.admedus.com

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

The Year Ahead

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

10

www.admedus.com

Going Global with CardioCel

==> picture [324 x 301] intentionally omitted <==

==> picture [262 x 301] intentionally omitted <==

www.admedus.com

11

WHY IS CARDIOCEL IMPORTANT ?

• Provides a tissue that addresses the requirements of surgeons while overcoming problems of existing approved products

• Has shown strong regeneration of normal heart tissue with no calcification

• Expected to remove the need for repeat open heart surgery and minimises the impact on patients & their families

• Potential in both paediatric and adult heart surgery markets

==> picture [721 x 78] intentionally omitted <==

12

www.admedus.com

2014 – GROWING GLOBALLY

• Continued revenue growth in key markets

• Expansion of CardioCel at key European Centres

• Initial US marketing approval and launch for CardioCel

• � Expansion of CardioCel beyond CHD / Paediatric Market � Heart valves, vessel reconstructions, etc

• Results from Phase 1 Herpes Virus vaccine clinical trial

• � Further development of HPV therapeutic vaccine with Prof Frazer and preparations for Phase 1 study

• Continue building a global healthcare company with growing revenues and making a positive difference to patient lives

13

www.admedus.com

COMPANY SUMMARY

� Ticker ASX:AHZ

� Employees

35

• Market cap

$207M

• Cash & equivalents $11M

• Current revenue

$7.4M

• Top 20 shares

37% holding

14

www.admedus.com

A NEW NAME

A CLEAR IDENTITY

==> picture [488 x 23] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [488 x 21] intentionally omitted <==

15

www.admedus.com

GOING GLOBAL!

==> picture [721 x 78] intentionally omitted <==

• Dedicated to strategic growth

• Committed to innovation

� A business with global potential

==> picture [721 x 78] intentionally omitted <==

16

www.admedus.com

ADMEDUS HISTORY

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [10 x 7] intentionally omitted <==

----- Start of picture text -----

17
----- End of picture text -----

www.admedus.com

BRAND COLLATERAL

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

18

www.admedus.com

KEEPING THE KEY ELEMENTS

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

www.admedus.com

19

BOLD AND STRONG

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

20

www.admedus.com

WITH A TAG LINE

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

21

www.admedus.com

INSTANTLY RECOGNISABLE

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [10 x 7] intentionally omitted <==

----- Start of picture text -----

22
----- End of picture text -----

==> picture [88 x 8] intentionally omitted <==

----- Start of picture text -----

www.admedus.com
----- End of picture text -----

OUR DIVISIONAL IMAGE

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

www.admedus.com

23

PACKAGING

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

www.admedus.com

24

THANK YOU

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 79] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

==> picture [721 x 78] intentionally omitted <==

25

www.admedus.com