Allmed Solutions Ltd. · TASE:ALMD
Allmed Solutions — Allium Medical Solutions — Investor Presentation (March 2020)
35 slides from Allmed Solutions's investor presentation, March 2020
Slide 1: Allium Medical Solutions Company Presentation
Allium Medical Solutions Ltd . Minimally Invasive Maximum Results COMPANY PRESENTATION March 2020
Slide 2: Forward Looking Information
Forward Looking Information This presentation contains forward-looking information that involves risks and uncertainties. This forward looking Forward-Looking includes, alia, forecasts, goals, and assumptions. The forward-information is based on our current subjective expectations and beliefs which
Slide 3: About the Company
About the Company What is “allium”? The first catheters were used as early as 3,000 Allium Medical Solutions Ltd. is a publicly traded BCE to relieve painful urinary retention. company (TASE: ALMD) that develops, manufactures In ancient times, many materials were used to and markets minimally invasi
Slide 4: About the Company
About the Company •Targeting some of the largest markets and unmet needs in medicine today •Company’s strategy: taking products to market and cooperating with leading players •Flexible financial and operating structure •Unique company knowhow – strong IP position •Highly experienced and committed US
Slide 5: Management Team
About the Company > Management Team The Allium team includes veterans of the medical device industry and distinguished KOLs. Ariel Rubashkin Ziv Kalfon Shay Arotchas Benjamin Spenser Erez Keinan Eitan Hod Orly Baror Gal CEO Allevetix GM Allium Stents GM TruLeaf GM CFO VP QA & RA Allevetix & Stents V
Slide 6: Our Portfolio: Subsidiaries
About the Company > Our Portfolio Allium Medical Solutions > Subsidiaries Each product line operates under a separate subsidiary to provide a flexible financial and operational structure. 01 02 03 04 Allium Stents Allevetix TruLeaf ProCatid (Formerly Gardia) Nitinol fully polymer- Gastroduodenal imp
Slide 7: Platform | Product Stage
Allium Medical Group of Companies Platform | Product Stage We identify huge unmet clinical needs, bring innovative minimally invasive solutions to market and seek cooperation with leading players Embolic Protection Solutions Urological Stents for treating strictures in the urology tract Endoscopic S
Slide 8: Allium Urology Solutions
Allium Urology Solutions Allium Ltd. develops, manufactures and sells innovative long-term minimally invasive implants to treat urinary tract obstructions
Slide 9: Our Product Portfolio
Allium Portfolio > Our Product Portfolio Allium offers three main categories of urinary stents. Ureteral Stents Provides full lumen opening, with specially designed edges to prevent inflammation Prostatic Stents Patented triangular-shaped stent perfectly fits the anatomy of enlarged prostate Bulbar
Slide 10: Our Products
Allium Portfolio > Our Products Allium has developed a range of stents for the treatment of urinary tract obstructions. Allium’s stents are the only CE-approved, self-expanding urology stents that can remain in place for a period of 3 years. Optimal design fits the target placement site Easy and saf
Slide 11: Main Product Advantages
Allium Portfolio > Main Product Advantages Simple Immediate Relief of Procedure Symptoms Procedure performed in minutes; hospital and Immediate return to daily life outpatient clinic settings Bloodless & Proven Painless Safety Minimally invasive procedure No serious adverse events Improved Quality o
Slide 12: Stent Market Trends & Opportunity
About the Stent Market > Trends & Opportunity The shift from surgery, medications and short-term solutions to minimally invasive solutions is driving activity in the market. Enlarged prostate affects nearly all men as they age4. Prostatic Stents1 | Enlarged prostate (BPH*) market Global therapeutics
Slide 13: Prostatic Market Opportunity
About the Stent Market > Prostatic Market Opportunity Major Players A growth market. Major players are looking for minimally invasive options to meet the need for less-invasive procedures that reduce complications and lower health care costs. Teleflex acquires NeoTract Olympus invests in Medi-tate,
Slide 14: Allium Stents Key Achievements
Allium Stents > Key Achievements Clinical & Commercial Activities Production Scalability & Cost • Over 20,000 successful stent placements in • Scalable in-house manufacturing and unique know-how, low- procedures performed around the globe production cost • Consistent revenue growth: Regulatory & Pat
Slide 15: TruLeaf Medical
TruLeaf Medical Innovative Solutions for Percutaneous Mitral Valve Replacement 15
Slide 16: TruLeaf's Approach
TruLeaf’s Approach TruLeaf Medical Ltd. is engaged in the development of a minimally invasive Transcatheter Mitral Valve Replacement (TMVR) device. TruLeaf bypasses the cluster of technical and clinical problems by taking a distinct, nonconventional, proprietary and novel approach. We combine two si
Slide 17: TruLeaf Feasibility Proof
About TruLeaf Medical - Feasibility proof Conclusion: 1 2 3 4 5 Concept proven Animal Docking TruLeaf Follow-up Animal preparation station valve period sacrifice implantation implantation The Docking Station solution Trans-septal Atrial Cage / docking station implantation followed by a prosthetic va
Slide 18: TruLeaf Market Opportunity
About TruLeaf Medical – Market Opportunity Market Opportunity An estimated four million people only in the United States have significant (>2+) mitral valve regurgitation, with an annual Mitral Regurgitation 2009 U.S. Prevalence incidence of 250,000 newly diagnosed patients. Total MR Patients 1,2 4,
Slide 19: TMVR Recent Transactions
TMVR recent transactions Market Opportunity • Increased M&A activity with multiple purchases • High valuations for early stage companies Acquirer Date Acquiree Terms / valuation Phase Method Edwards July 2015 CardiAQ $350M cash + $50M M.S. IDE for early Percutaneous feasibility study. Plans to initi
Slide 20: TruLeaf Key Achievements
About TruLeaf Medical - Key Achievements The implanted valve is a “one size fits all“ • Established a team of leading engineers and physicians in the space • A unique trans-septal approach (versus transapical) We control the • Demonstrated POC in sheep and pigs docking station size • Strong IP portf
Slide 21: Allevetix Medical Ltd.
Allevetix Medical Ltd. Innovative Implant for Type II Diabetes and Obesity
Slide 22: About Allevetix
About Allevetix Allevetix Medical is targeting two of the largest markets and unmet needs in medicine today Innovative, simple and easy to use endoscopic implant to treat Type II Diabetes and Obesity The implant proved its safety in an initial human study
Slide 23: The Problem: Obesity and Type II Diabetes
The Problem Obesity Type II Diabetes Diabetes Type II Obese Population Population A Global Epidemic: Direct annual 80% of obese patients global cost of Over 650M Obese adults and Over 381M children diabetes exceeds are diabetic with Obesity $827 billion. *Global Report on Diabetes, WHO 2016
Slide 24: Unmet Needs: Treatment Gap
Unmet Needs Treatment Gap: Effective & Low risk treatment Effectiveness Gastric BypassSurgery Despite its many risks and Diet & Exercise • Simple procedure disadvantages, the Gastric surgery is the current gold • Highly Effective but Medication • Easy recovery standard in treating DT2 only if practi
Slide 25: NobiX: Alternative to Bypass Surgery
NobiX – An Innovative Alternative to Bypass Surgery ▪ NobiX is inserted endoscopically and can be removed at any time ▪ The implant is anchored by an innovative proprietary design ▪ NobiX is safe and reversible ▪ The implant mimics the clinical benefits of the Bypass surgery (see video demonstration
Slide 26: Clinical Study Results
Clinical Study Results First-in-Man study main end points: Proof of implant and procedure safety over a period of 3 months indwelling time implantation and a month follow-up with good feedback from the physicians Clinical Achievements*: • Three months indwelling time demonstrated Average Weight loss
Slide 27: Value Proposition for Physician and Patient
Value Proposition for the Physician and Patient ✓ • Immediate results • Endoscopic procedure and completely reversible – easy and saferemoval • Does not interfere with normal gut functioning and does not require lifestyle changes • Significantly lower costs than surgery For the • Short recovery time
Slide 28: Allevetix Key Achievements
Allevetix - Key Achievements • Long-term big animal study • Successful completion of FIM trial Global • Strong IP portfolio Global Type II • Supported by the SIIRD Obese Diabetes • Won phase I for the European non-dilutive development grant; Population Population phase II to be submitted • Establish
Slide 29: ProCatid Medical
ProCatid Medical Formerly known as Gardia Next-Generation Embolic Protection System (EPS) 29
Slide 30: ProCatid Key Achievements
ProCatid Medical - Key Achievements ProCatid (formerly WIRION) is a distal EPS comprised of an independent filter unit that can be delivered, locked, and deployed anywhere on any commercially marketed 0.014” guidewire throughout an entire minimally invasive interventional procedure. ProCatid Medical
Slide 31: Main Terms of CSI Transaction
About ProCatid Medical – Main Terms of CSI Transaction On August 5, 2019 the Company entered into an Asset Purchase Agreement with Cardiovascular Systems Inc. (NASDAQ: CSII), a leading medical device company, engaged in the field of vascular and coronary diseases, for the acquisition of Gardia's cer
Slide 32: ProCatid Carotid Indication
About ProCatid – Carotid Indication According to the agreement, Gardia received, a perpetual, exclusive, royalty-free, sublicensable license to use all of the intellectual property relating to the WIRIONTM product, including the associated FDA approval, when used for the carotid indication for the p
Slide 33: Major Milestones for the Next 12 Months
Allium Medical - Major Milestones for the next 12 months Allium Stents • Organic revenue growth and margins expansion • Expand global market reach - obtaining regulatory approvals and sales initiation in additional markets • Signing major distribution agreements in new territories (including Japan)
Slide 34: Three Years Financial Results
Three years financial results (NIS in thousands) 2017 2018 2019 Revenues 7,703 9,279 11,147 - Total revenues are up by 20% Year over YoY change, % 5% 20% 20% Year (incorporating EndoFast shut- COGS 5,687 6,099 6,917 down & Gardia’s transaction). Allium Gross Profit 2,016 3,180 4,230 product line is
Slide 35: Thank you!
Thank you!
Allium Medical Solutions — Investor Presentation (March 2020) on 6ix