Anteris Technologies Global Corp. — AGM Information 2014

Nov 13, 2014

Admedus Limited 2014 Annual General Meeting Friday 14[th] November

Mr Lee Rodne | Chief Executive Officer

0

www.admedus.com

Disclaimer

This presentation is the property of Admedus Limited (AHZ). 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 AHZ 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, AHZ 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.

AHZ’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 AHZ and its directors. Neither AHZ 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.

1

www.admedus.com

Presentation Overview

==> picture [146 x 98] intentionally omitted <==

==> picture [143 x 100] intentionally omitted <==

==> picture [138 x 100] intentionally omitted <==

==> picture [147 x 98] intentionally omitted <==

==> picture [148 x 99] intentionally omitted <==

• Company overview

• The past 12 months

• The next 12 months

• Admedus Ltd

2

www.admedus.com

Admedus Business Overview

==> picture [656 x 70] intentionally omitted <==

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

ADMEDUS ASX: AHZ
----- End of picture text -----

ADMEDUS

ADMEDUS ADMEDUS

ADMEDUS

==> picture [164 x 234] intentionally omitted <==

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

•
Growing revenues of
the group’s portfolio
•
Infusion, surgery and
cardiac hospital
markets
•
Existing sales and
distribution
infrastructure
•
Launching CardioCel [®]
in key markets in
2014/2015
----- End of picture text -----

==> picture [164 x 234] intentionally omitted <==

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

•
Product Development
based on proprietary
tissue treatment
(ADAPT [®] )
•
Initial product
“CardioCel [®] cleared
for sale in the US,
Canada and Europe
and seeking
regulatory approvals
in other jurisdictions
•
Platform to generate
portfolio of
regenerative products
----- End of picture text -----

==> picture [165 x 234] intentionally omitted <==

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

• State of the art
biomanufacturing
facility
•
Focus on scale up
manufacturing of
CardioCel [®]
• Infrastructure to
manufacture
additional products
----- End of picture text -----

==> picture [165 x 234] intentionally omitted <==

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

•
Next generation
immunotherapies
•
Lead by Professor
Ian Frazer
• Positive results from
PH I HSV-2 results
progressing into
Phase IIa study
•
Progressing HPV
therapeutic into Ph I
study
----- End of picture text -----

3

www.admedus.com

Company Summary

• Ticker

• Employees

• Market cap

• Cash & equivalents

• Current revenue

• Top 20 shares

ASX:AHZ

73+ $151M $14.4M

$7.9M

33% holding

4

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, med-tech, therapeutics, sales and licensing experience

Growing Revenues

• Expanding organically (Infusion products) and via products developed in-house from our regenerative medicine platform

• Sales across the group up 7%

• EU, US and Canadian approval for CardioCel[®]

Commercialising a pipeline of next generation vaccines

• Immunotherapies with Professor Ian Frazer’s team

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

5

www.admedus.com

Year in Review

www.admedus.com

Corporate Highlights

• Achieved all defined milestones

• Strong cash position moving forward

• Strengthened global operations and Sales / Medical teams in Europe and the US

• Recognised by industry with Australian Excellence Award

• Corporate name change to Admedus Limited

7

www.admedus.com

Sales Highlights

• Increased sales by 7% over the period to reach $7.9M

• CardioCel[®]

• Growing number of centres for in Europe and the US with initial sales in 2013/14 financial year

• Over 20 European centres and over 15 US centres have CardioCel

• • Strengthened Key Opinion Leader groups in Europe and the US in line with CardioCel[®] launch

• Increasing number of surgeons in Australia gaining access to CardioCel[®] under the Authorised Prescriber Scheme (special

• access programme)

• Over 225 patients successfully implanted with CardioCel[®] in Australia

8

www.admedus.com

INCREASING NUMBER OF CARDIOCEL[® ] CENTRES

==> picture [557 x 343] intentionally omitted <==

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

Number of centres using CardioCel® globally over
the past 2 years
Singapore
50 Special
Access
45
40 Initial Initial
1 [st]
EU US
35 centre
sales sales
30 under
APS
25
20
15
10
5
0
----- End of picture text -----

9

www.admedus.com

Regenerative Medicine Highlights

• European CE mark approval and 510(K) clearance with the FDA

• Licensing approval in Canada

• Six year data showing no calcification implanted with CardioCel[®]

• Further benefits of ADAPT[®] tissue for stem cells

• Key CardioCel[®] data presented and published internationally

10

www.admedus.com

Admedus Attends EACTS in Milan

==> picture [356 x 268] intentionally omitted <==

==> picture [356 x 268] intentionally omitted <==

11

www.admedus.com

Bio-Manufacturing

• Acquired Bio-Manufacturing facility

• Admedus team worked hard to achieve facility accreditation

• Production at the facility is underway

• Now shipping CardioCel[® ] to customers in Europe and the US

12

www.admedus.com

Immunotherapy Program Highlights

• Encouraging results from the Herpes therapeutic vaccine Phase 1 study

• Positive pre-clinical data for HPV vaccine program

• HPV vaccine trials progressing towards Phase I

• Increased investment to a majority holding into the technology

==> picture [206 x 144] intentionally omitted <==

==> picture [215 x 143] intentionally omitted <==

==> picture [214 x 143] intentionally omitted <==

13

www.admedus.com

The Year Ahead

www.admedus.com

2015 – Expanding Globally

• Continued revenue growth in key markets

• Expansion of CardioCel[®] across key US, European, Canadian and Singaporean centres

• Additional regulatory approvals for CardioCel in additional jurisdictions

• Expansion of the group’s regenerative product pipeline including in heart valves, vessel reconstructions, etc

• Initiation of the Phase 2 Herpes therapeutic vaccine trial

• Progress the HPV therapeutic vaccine with Professor Frazer towards a Phase I trial

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

15

www.admedus.com

A Global Healthcare Company

==> picture [146 x 98] intentionally omitted <==

==> picture [144 x 100] intentionally omitted <==

==> picture [138 x 100] intentionally omitted <==

==> picture [147 x 98] intentionally omitted <==

==> picture [148 x 99] intentionally omitted <==

 Dedicated to strategic growth

 Committed to innovation

• A business with global potential

www.admedus.com

A Global Healthcare Company

==> picture [240 x 48] intentionally omitted <==

==> picture [123 x 107] intentionally omitted <==

==> picture [243 x 81] intentionally omitted <==

Thank You Lee Rodne Chief Executive Officer

www.admedus.com