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BIOXYNE LIMITED Investor Presentation 2018
64594_rns_2018-03-18_38aae247-5a12-4b43-b950-f0ac3ae02208.pdf
Investor Presentation
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Bisyne
Investor update
ASX: BXN
March 2018
Disdaimer
All currency amounts are in A\$ unless otherwise stated.
This presentation has been prepared by Bioxyne Limited ("Company"). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any information provided in connection with it, as financial advice, financial product advice or advice relating to legal, taxation and investment matters.
This presentation is provided expressly on the basis that you will carry out your own independent enguiries into the matters contained in the presentation and make your own independent decisions about the affairs, financial position or prospects of the Company. The Company reserves the right to update, amend or supplement the information at any time in its absolute discretion (without incurring obligation to do so).
Neither the Company, nor its related bodies corporate, officers, their advisers, agents and employees accept any responsibility or liability to any person or entity as to the accuracy, completeness or reasonableness of the information, statements, opinions or matters (express or implied) arising out of, contained in or derived from this presentation or provided in connection with it, or any omission from this presentation, nor as to the attainability of any estimates, forecasts or projections set out in this presentation. Pursuant to the general law (whether for negligence, under statute or otherwise), or any Australian legislation or any other jurisdiction. Any such responsibility or liability is, to the maximum extent permitted by law, expressly disclaimed and excluded. Nothing in this material should be construed as either an offer to sell or a solicitation of an offer to buy or sell securities. It does not include all available information and should not be used in isolation as a basis to invest in the Company.
Forward Looking Statements
This presentation contains reference to certain intentions, expectations, future plans, strategy and prospects of the Company. Those intentions, expectations, future plans, strategy and prospects may or may not be achieved. They are based on certain assumptions, which may not be met or on which views may differ and may be affected by known and unknown risks. The performance and operations of the Company may be influenced by a number of factors, many of which are outside the control of the Company. No representation or warranty, express or implied, is made by the Company, or any of its directors, officers, employees, advisers or agents that any intentions, expectations or plans will be achieved either totally or partially or that any particular rate of return will be achieved.
Given the risks and uncertainties that may cause the Company's actual future results, performance or achievements to be materially different from those expected, planned or intended, recipients should not place undue reliance on these intentions, expectations, future plans, strategy and prospects. The Company does not warrant or represent that the actual results, performance or achievements will be as expected, planned or intended.
Investment highlights
- Bioxyne Limited (ASX: BXN) is a fast-growing Australian listed company, ≘ selling functional foods and probiotics into Asia Pacific markets
- Quality, dairy-based products, developed in Australia and New Zealand ⊜
- $\equiv$ Foundation channel laid through PCC® ingredient sales to Chr. Hansen and Nuskin with around \$2 million in annual sales
- $\equiv$ New growth channel direct sales of proprietary Bioxyne and Bioxyne International products - to deliver growth. New direct sales channel substantially focused on China and South East Asia
- $\equiv$ Experienced Board and Management team CEO, a highly experienced direct sales executive, currently building direct marketing infrastructure and distribution networks
- $\equiv$ 450% share price appreciation over last 12 months, driven by support for change of company strategy and launch of new products into direct sales channel
Our mission: bringing science to wellbeing
Quality products and ingredients
- Bioxyne International
Multi-channel growth strategy
Direct sales channel – China and South East Asia
PCC® Ingredient sales to Chr. Hansen & Nuskin
Affiliate sales and marketing – Australia
Bioxyne'sconsumer health and beauty products
BK18 Dairy Based Food Supplement
Allura – Weight Management for Women
Mymana
BEssence
Progastrim® for gut and immune health
www.bioxyne.com
protract® - For Infants with eczema
Relieves symptoms of moderate to severe eczema in infants. Supports a healthy immune system
PCC® -Bioxyne'spatented probiotic strain
proTract® for Atopic Dermatitis
www.bioxyne.com
Direct sales: Malaysian operations start –Nov 17
Malaysian launch of men's health product, Mustang
Mustang, Bioxyne International's weight management and vitality product for men launched on 28 January 2018 into Malaysian market
Strong interest in Mustang from launch event
Launch drives conversion of initial reseller agreements
Setting up for growth –Direct Sales into SE Asia
Australian affiliate sales commenced - Oct 2017
.
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2014. • Formie, pessoalisti i gand pilate. Odata abe recent vodeb ates taing apointed medica chand program sinetare
| Research Engineering Contact | heeds. Middle Endnes Service. | ||
|---|---|---|---|
| MOLECINE AUS I SHOP : ABOUT | Bisxyne Ringing comments wellowing |
BUSECIDE CAST (S) CL |
Lee Holmes: How I take care of my own gut
Influencer breakfast in 2017 drives interest in and demand for affiliate and wholesale sales of Progastrim®
Affiliate / influencer strategy
Building an army of influencers who are invested in the clinical benefits of Progastrim® and proTract®:
PCC® Ingredient sales
- $\equiv$ PCC® is the active ingredient in existing products distributed globally
- Active ingredient manufactured by industry leader
- $\equiv$ Products manufactured and distributed in USA and Europe via key industry relationships
PCC® is effective in boosting human health
Clinical studies conducted by Bioxyne indicate that PCC® has significant beneficial effects in gut and immune health:
- Reduces the severity and duration of cold and flu symptoms
- Reduces the symptoms of eczema in babies
- Reduces gas, bloating and other gastrointestinal symptoms Boosts general health and wellbeing Boosts the efficacy of the flu vaccine
PCC® patents
| Title | Territory | Patent no. | Status | Priority Date |
|---|---|---|---|---|
| Lactobacillus fermentum |
||||
Corporate overview
| Market data | |
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| ASX ticker | |
| Market cap | |
| Shares on issue | |
| Performance rights for CEO |
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| Performance rights in Trust for distributors |
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| Top 10 shareholders | |||
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| Rank | Holder name | % | |
Share price performance –Nov – Mar 18
Experienced leadership team
Tony Ho: Non-Executive Chairman.
NH Chua: Managing Director.
Patrick Ford: Non-Executive Director
Max Parkin: Executive Director
Guy Robertson: Company Secretary/CFO
Comparables
| A2 | Bellamy's | Wattle Health |
Bubs | Bioxyne | ||
|---|---|---|---|---|---|---|
| Exchange / ticker |
A2M | BAL | WHA | BUB | BXN | |
| Market cap | \$6 billion | \$2 billion | \$224 million | \$354 million | \$57.6 million | |
| Revenue | A\$337 million |
\$240 million | \$621k (1/2 year) |
\$3.2 million (1/2 year) |
\$770k (1/2 year) |
|
| Profit | \$52 million | \$35 million | -\$4 million (1/2 year loss) |
-\$4 million (1/2 year) |
-\$723k (1/2 year loss) |
Life-Space - January 2018 Chinese Acquisition
- China's By-Health announced it would ≘ acquire Melbourne-based, Life-Space Group in Jan 2018
- Deal had an enterprise value of \$690 ≘. million AUD, and Life-Space revenues were reported to be \$71 million in FY17
- Deal marks the latest Chinese acquisition of ≘ an Australian healthcare company, following three years of growing investment demand from China into Australia in healthcare
- Strong demand for attractive assets in the ≘ world's fast-growing consumer market for vitamins, infant formula and supplements
Investment summary
- High growth Australian listed company, selling functional foods and ≘ probiotics into Asia Pacific markets
- Quality, dairy-based products, developed in Australia and New Zealand ⊜
- $\equiv$ Foundation channel laid through PCC® ingredient sales to Chr. Hansen and Nuskin with around \$2 million in annual sales
- $\hat{\equiv}$ New growth channel direct sales of proprietary Bioxyne and Bioxyne International products - to deliver growth. New direct sales channel substantially focused on China and South East Asia
- $\equiv$ Strong news flow expected over coming 6 to 12 months, built around launch into new SE Asian markets
Contacts:
N.H. Chua – Chief Executive Officer + 603 7931 9892
Anthony Ho – Non-Executive Chairman + 61 2 9078 8180
Corporate Office: Suite 506 Level 5, 50 Clarence Street, Sydney NSW 2000 T : +61 2 9078 8180 E : [email protected] W : www.bioxyne.com