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Anteris Technologies Global Corp. Investor Presentation 2012

Mar 1, 2012

33869_rns_2012-03-01_3cb28376-8492-427e-bf17-a1c200ea0141.pdf

Investor Presentation

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March, 2012

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.

  • AHG overview

  • Allied Medical

  • Celxcel

  • Coridon

  • Milestones for 2012

  • Strategy

  • Discussions

Coridon Celxcel

Allied Medical

Allied Healthcare Group

  • Initial investment in 2009

  • Focus on quality science projects in global unmet medical markets

  • Lead by Professor Ian Frazer

  • Heading for Phase I studies in 2012

  • Strong pipeline of projects

  • Regenerative medicine

  • focus

  • Acquired with merger of bioMD

  • Initial product seeking regulatory approval

  • Potential for initial revenues 2013

  • Platform to generate numerous products

  • Established 7 years

  • Profitable business

  • Double digit growth over past 3 years

  • Infusion and cardiac hospital and ambulatory market

  • Existing sales and distribution infrastructure

  • Established in 2003 to build integrated healthcare company

  • Spun-out of Fortescue Metals Group (FMG)

  • Backed by experienced executives and management with a track record in

  • building companies

  • Initially built revenue distribution business

  • CAGR for sales of > 15% for the past 3 years

  • In 2009 made strategic investment into Prof Ian Frazer’s platform vaccine

  • technology targeting global unmet needs

  • Listed on ASX in 3[rd] qtr, 2011 (ASX:AHZ)

  • Acquired the ADAPT[®] platform technology in regenerative medicine via merger

  • with bioMD

  • Raised $2.2M in 3[rd] qtr, 2011

  • Market cap

  • Cash & equivalents

  • Current revenue

  • Employees

$22M $4M $7M 21

  • Shares on issue

660M

Ticker ASX:AHZTop 20 shares 67% holding (The Metals Group P/L) 16.2% holding

  • Increased sales revenue to $7M in last 12 months

  • >15% CAGR sales over the past 24 months

  • Merged with bioMD for platform regenerative medicine technology

  • Positive preclinical and animal model data for HSV-2 vaccine

  • Positive heart valve data for the ADAPT[ ®] program

  • Vaccine program moving towards Phase I study

  • Appointment of Bob Atwill as Celxcel CEO

  • Appointment of Dr Julian Chick as Group COO

Transition

  • Built around platform technologies

  • Supported by world-class scientists and researchers

  • Regenerative medicine programs at approval stage

  • Expanding of ADAPT® products

  • Vaccine programs lead by Professor Ian Frazer

  • Platform for next generation of DNA vaccines

  • Existing sales network

  • Generating $7M in revenue

  • Growing at > 15% CAGR

  • Range of innovative healthcare products and services

  • Platform for distribution of regenerative medicine tissue products

  • Established in 2005

  • Australia-wide business selling innovative medical devices

  • Existing sale and distribution business

  • Extensive infusion and cardiology product range

  • Strengthen in 2010 with the acquisition of Medevco

  • $7M in revenue this year

  • Profitable, growing business

  • Continuing to expand and grow over the next 12 months

  • http://www.alliedmedical.com.au

  • Regenerative medicine focused company

  • Currently $3Bn market and growing

  • Initial focus on proprietary tissue matrix products

  • Currently no similar product available to surgeons on the market

  • Completed > 20 animal studies plus Phase II study in CHD

  • Seeking TGA approval for initial indications within the next 12

  • months

  • Generates revenue with distribution through existing Allied Healthcare Group business

  • Also seeking EU and USA approval

  • Initial approval will generate revenue from first product • Then able to expanded into other products

  • Initial application in Congenital Heart Disease

  • About 8 in 1000 children born with the disease, 50% have surgery

  • Extensive global market potential for the technology

  • Heart valve market

  • 5% to 15% of the population have mitral valve disorder

  • Hernias

  • 20 million procedures annually

    • About 1% require some surgical repair
  • Pelvic floor

  • 200,000 per yr procedures in the US annually

  • Orthopedics

  • > 15 million in the US affected

  • Stem cells

  • Another platform technology

Celxcel pipeline

Therapeutic
area
Product Development Filing and initial market
launch
CHD
Cardiovascular
applications
Abdominal
Surgical
Gynaecological
Surgical
Stem Cell
delivery
Tissue Valves
CardioCel patch for CHD repairs
CardioCel vascular and valve
reconstruction and repairs
Pelvic floor repair
Hernia repair
Orthopaedics
Matrix with stem cells
2
201
CardioCel and ADAPT
2016/1
  • IP protected

  • Easy to use

  • No rinsing procedure required prior to implantation

  • Sterilizes tissue and de-natures biological material

  • Retains tensile strength

  • Easily stored, ready to use product

  • Prevents calcification – major benefit over all existing implant tissue> 90% reduction beyond 12 months

  • No degeneration

  • Clear biocompatibility (NAMSA certified)

  • Potential to incorporate cell therapies

  • Broad range of applications in surgical procedures

==> picture [538 x 325] intentionally omitted <==

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

Current Standard
Treatment
Celxcel
Technology
Result
----- End of picture text -----

Data from 2010 animal study - Neethling et al, 2010, Journal of Heart Valve Disease

  • Established to commercialise the work by Professor Ian Frazer

  • Building a pipeline of immunotherapeutics

  • Potential for both prophylactic and therapeutic uses

  • Based on unique double immune response

  • Unique transdermal delivery

  • Using the Coridon DNA delivery platform

  • Targeting new generation DNA vaccines

  • Initially targeting infectious diseases and cancer

  • Gaining validation e.g. Vical’s Allovectin-7® for metastatic melanoma is showing promise

  • Multi-billion $$$ global markets for vaccines

  • Each program has market potential of >$500M

1. Dermal delivery

  • Simple needle injection

  • Targets immune cells in the dermis

  • Addresses one issue from failed programs (i.e. delivery)

2. Codon optimisation

  • Higher rates of viral protein expression

  • Increased uptake of viral protein by immune cells

  • Primes antibody response

3. Ubiquitin fusion

  • Tags viral proteins to be degraded

  • Results in increased rates of clearance of the viral protein

  • Primes cellular response

4. Combined approaches result in higher protection against the virus

  • Both arms of the immune system armed

  • Not specific to any adjuvant

  • HSV animal studies very positive results

  • 100% viral clearance in animal studies

  • Including clearance from neural ‘reservoirs’

  • Dorsal root ganglia (DRG)

  • The optimised vaccines all protected at the 50 X LD50 and 500 X LD50 challenge levels

  • Protection independent of choice of vector

  • Encouraging ‘sterilising’ immunity results

HSV-2 (Herpes) EBV (Glandular fever) HPV (Cervical 2012 cancer)

  • 1[st] Qtr, 2012

  • Coridon program pipeline update

  • Celxcel animal heart valve study

  • Celxcel ADAPT pelvic floor & hernia animal study results

  • Celxcel 3 year Ph II patient follow up data

  • 2[nd] Qtr,2012

  • Celxcel CardioCel TGA regulatory filing update

  • EU regulatory application for Celxcel’s CardioCel program

  • Coridon Ph I program update

  • 2H, 2012

  • 2011/2012 declared revenue from Allied Medical forecast around $8M+

  • Initiation of Coridon HSV vaccine Phase I study

  • Potential regulatory approval for CardioCel in at least one jurisdiction

  • Building an integrated healthcare company

  • With quality and experienced management

  • Led by Chris Catlow (Chairman) & Lee Rodne (Managing Director)

  • Dr Julian Chick (COO) & Bob Atwill (AHZ Exec. & Celxcel CEO)

  • Aiming to develop and launch a number of products based on the ADAPT® regenerative medicine platform

  • Progress a pipeline of next generation immunotherapeutics

  • Grow business divisions through complementary skill sets

  • Increasing revenue of Allied Healthcare Group

    • Growing to $10Ms in sales from the distribution business

    • $100Ms in potential sales from the Celxcel business

    • $Bns in potential sales from Coridon

  • Leveraging existing sales, marketing and distribution infrastructure

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 Dr Julian Chick, COO Bob Atwill, CEO Celxcel – AHG Executive [email protected] http://www.alliedhealthcaregroup.com.au Australia: +61 (0)8 9266 0100