Orthocell Ltd · ASX:OCC
Orthocell — Investor Presentation (November 2017)
34 slides from Orthocell's investor presentation, Nov 21, 2017
Slide 1: Company Update Presentation
Company Update Presentation Perth, Australia 21 November 2017: Regenerative medicine company Orthocell Limited (ASX:OCC, “Orthocell” or the “Company”) is pleased to release an updated company presentation. The presentation outlines Orthocell’s compelling investment highlights and development and com
Slide 2: For more information, please contact / About Orthocell Limited
For more information, please contact: General enquiries Investor and Media enquiries Paul Anderson Ben Walsh Orthocell, Managing Director WE Buchan P: +61 8 9360 2888 P: + 61 411 520 012 E: [email protected] E: [email protected] About Orthocell Limited Orthocell is a regenerative me
Slide 3: Investor Presentation November 2017
Investor Presentation Advancing tissue repair and regeneration November 2017 Paul Anderson Managing Director
Slide 4: Investment highlights
Investment highlights • Significant upside potential driven by Orthocell’s product portfolio and underpinned by recent transactions in the sector • Orthocell’s key products address markets worth more than US$10 billion p.a. • Recently received marketing authorisation of CelGro® collagen scaffold med
Slide 5: Corporate overview
Corporate overview A diversified health care exposure, delivering breakthrough products in regenerative medicine, with treatments along the soft tissue therapy continuum spectrum Share price performance Trading information Share Price (A$) Volume (k) Share price (17-Nov-17) A$0.385 0.60 3,000 Shares
Slide 6: Historical development timeline
Historical development timeline Orthocell is currently at a major inflection point as it accelerates the commercialisation of its key products that have more than 10 years of clinical development and product validation Pre 2015 Key clinical milestones achieved Acquisition of key intellectual 2015
Slide 7: Founders story
Founders story Founders have extensive commercial and scientific experience in regenerative medicine, having previously demonstrated success in developing, commercialising and exiting cell therapy products with Verigen Australia Paul Anderson Professor Ming-Hao Zheng Managing Director Chief Scientif
Slide 8: Orthocell strategy
Orthocell strategy Comprehensive strategy in place across key products to optimise shareholder value Product development and validation Commercialisation Optimised manufacturing Key opinion leaders • Own and operate a manufacturing facility • Drive adoption of products in key target which underpins
Slide 9: Significant market opportunity
Significant market opportunity Orthocell is at the forefront of a large and growing market opportunity in regenerative medicine in the musculoskeletal space where the addressable market is estimated to be in excess of US$10 billion p.a. Key focus markets Other addressable markets3 CelGro® Dental1 Te
Slide 10: Key products and pipeline overview
Key products and pipeline overview Solutions for soft tissue injuries and age related loss of function for regeneration of bone, tendon, nerve and cartilage Soft tissue therapy continuum Cells and growth factors that regenerate Collagen scaffold to support regeneration Ortho-ATI® Legend: Legend: Ten
Slide 11: Key product portfolio
Key product portfolio Diversified multi-product portfolio with exciting R&D development pipeline Stages of development Upcoming Diversified Products Key focus Applications Discovery Pre-clinical Clinical Milestones Comments health care EU KOL1 engagement; EU distribution negotiations; Dental 1Q CY20
Slide 12: CelGro - Product overview
CelGro® - Product overview A superior medical device designed for soft tissue repair, expected to be approved in the near-term for marketing and distribution within the European Union for dental applications What is CelGro® CelGro® - a versatile collagen-based scaffold • CelGro® is a medical scaffol
Slide 13: CelGro - Platform technology
CelGro® - Platform technology CelGro® is a platform technology that supports tissue growth and enables rapid repair, it has demonstrated clinical efficacy and has a clear path to market across multiple applications Multiple applications Bone Tendon Neurological e.g. Dental surgery e.g. Orthopaedic s
Slide 14: CelGro - Key advantages
CelGro® - Key advantages CelGro® boasts superior tissue repair qualities and can be customised to accommodate the specific needs of tissue repair in multiple applications, making it the best in class bioderived scaffold on the market Orthocell’s proprietary SMRTTM manufacturing process method produc
Slide 15: CelGro - Pathway to market
CelGro® - Pathway to market Having received CE Mark approval for dental bone repair, CelGro® can be marketed and sold within the European Union while continuing to expand into other orthopaedic applications Indicative commercialisation pathway (calendar year basis) • The CE Mark approval, for the in
Slide 16: Ortho-ATI - Product overview
Ortho-ATI® - Product overview Ortho-ATI® is a world leading breakthrough in regenerative medicine – a novel, stem cell therapy developed to treat chronic degenerative tendon injuries (tendinopathy/tendonitis), it can be utilised in both surgical and non-surgical applications What is Ortho-ATI® Multi
Slide 17: Ortho-ATI - Key advantages (vs. traditional therapies)
Ortho-ATI® - Key advantages (vs. traditional therapies) Ortho-ATI® is the preferred therapy for degenerative tendon repair because it addresses the underlying pathology, is minimally invasive, cost effective with long term clinical data Comparative advantages to traditional therapies Tenocytes PRP C
Slide 18: Ortho-ATI - Key advantages (vs. stem cell technologies)
Ortho-ATI® - Key advantages (vs. stem cell technologies) Ortho-ATI® is the only clinically proven stem cell therapy that addresses the underlying pathology of tendon damage facilitating tendon regeneration Market positioning against alternative stem cell technologies Tenocytes Dermal Embryonic MSC (
Slide 19: Ortho-ATI - Path to market
Ortho-ATI® - Path to market Market leading product with a validated pathway and attracting the attention of large global partners Clinical validation – Over 450 patient implants with Ortho-ATI ® Collaboration agreement signed in January 2017 Optimise manufacturing capability – GMP-certified/TG
Slide 20: Ortho-ATI - Development pathway
Ortho-ATI® - Development pathway Orthocell is currently focused on completing current clinical studies and continuing strategic discussions Ortho-ATI® development pathway Development pathway overview Stage Purpose Discovery / preclinical • Ortho-ATI® is substantially de-risked from an evidence and m
Slide 21: Ortho-ACI and R&D pipeline
Ortho-ACI® and R&D pipeline Orthocell is undertaking a “capital light” approach to commercialising Ortho-ACI® and developing other pipeline products which represent exciting potential value upside within the regenerative medicine space Orthocell’s foundation product Significant market opportunity Si
Slide 22: Vericel case study highlights Orthocell's valuable portfolio
Vericel case study highlights Orthocell’s valuable portfolio Significant upside potential exists for Orthocell’s product portfolio which addresses a range of tendon, cartilage and soft tissue injuries Upside Vericel’s market capitalisation (US$m) potential 200 Jun 2014 Mar March 2015 2015 Dec 2016 D
Slide 23: Upside potential underpinned by recent transactions
Upside potential underpinned by recent transactions Significant upside potential in Orthocell based on recent transactions executed in the regenerative medicine and medical scaffold sectors Deal date Deal type Licensee/ Acquirer Licensor/ Target Phase Transaction value1 Dec 16 Corporate Commercial U
Slide 24: Rotation Medical case study
Rotation Medical case study The recent US$210m acquisition of Rotation Medical, by Smith & Nephew, demonstrates significant upside potential for Orthocell in the regenerative medicine space Rotation Orthocell Commentary Medical • Orthocell’s CelGro® is a biological medical scaffold to augment the Te
Slide 25: Upcoming catalysts
Upcoming catalysts Significant operational milestones expected over the next year as Orthocell continues to develop its product portfolio 2017 2018 onwards • Recognition of (dental) CE Mark in Hong Kong and Taiwan • Complete other (dental) regulatory applications (i.e. US and Australia) • Dental stu
Slide 26: Appendix
Appendix Board of Directors, IP portfolio and further product slides
Slide 27: Board of Directors
Board of Directors Dr Stewart James Washer Paul Anderson Matthew Callahan Professor Lars Lidgren Mr Qi Xiao Zhou Chairman Managing Director Non-Executive Director Board Member Board Member • 20 years’ CEO and board experience • 20 years’ experience in medical • 20 years’ legal, IP and investment • P
Slide 28: Executive Management Team
Executive Management Team Professor M.H. Zheng Alexander McHenry Nicole Telford Chief Scientific Officer Chief Operating Officer Chief Financial Officer • Inventor of the Orthocell technology with a strong track record • Over 14 years of experience in corporate advisory and • Chartered accountant wi
Slide 29: IP portfolio and strategy
IP portfolio and strategy Orthocell has protected its suite of development products through various patents granted across major jurisdictions, with further applications awaiting grant Overview Patents granted in major global jurisdictions • Orthocell is focused on maintaining patent protection for
Slide 30: CelGro - Clinical trials completed & in progress
CelGro® - Clinical trials completed & in progress Orthocell’s clinical development strategy is designed to increase the probability of achieving regulatory approvals, with significant levels of clinical validation achieved, and optimised manufacturing capabilities in place Study ID Description No. o
Slide 31: Ortho-ATI - Clinical studies completed to date
Ortho-ATI® - Clinical studies completed to date Ortho-ATI® has been significantly de-risked from an evidence based perspective, with clinical efficacy having been demonstrated through numerous clinical trials • NOTE: Patients involved in clinical trials had failed all other treatment alternatives (e
Slide 32: Ortho-ACI - Product overview
Ortho-ACI® - Product overview Gold standard Autologous Chondrocyte Implantation which offers a customised approach to treat articulating cartilage defects • Articular cartilage provides a smooth, lubricated surface for low friction Ortho-ACI® utilises a two-stage surgical process to treat movement o
Slide 33: Ortho-ACI - Market positioning
Ortho-ACI ® - Market positioning Ortho-ACI® has significant competitive advantages to 1st generation ACI techniques and other technologies for the repair and regeneration of articular cartilage Evaluation 3rd Generation Evaluation 3rd Generation 1st Generation ACI Microfracture Criteria Ortho-ACI® C
Slide 34: Disclaimer
Disclaimer This presentation prepared by Orthocell Ltd ("Company") does not constitute, or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy any securities, nor the solicitation of any vote or approval in any jurisdiction, nor shall there be any sale, issue or tr