Orthocell Ltd · ASX:OCC
Orthocell — Canaccord Genuity South-West Connect ASX Showcase 2021
29 slides from Orthocell's conference presentation, Oct 28, 2021
Slide 1: Orthocell Presenting at Canaccord Genuity South-West Connect ASX Showcase
Orthocell Presenting at Canaccord Genuity South-West Connect ASX Showcase For personal use only Perth, Australia, 28 October 2021: Regenerative medicine company Orthocell Limited (ASX:OCC, “Orthocell” or the “Company”) is pleased to announce its participation in the Canaccord Genuity South-West Conn
Slide 2: About Orthocell Limited
About Orthocell Limited For personal use only Orthocell is a regenerative medicine company focused on regenerating mobility for patients by developing products for the repair of a variety of soft tissue injuries. Orthocell’s portfolio of products include CelGro®, a collagen medical device which faci
Slide 3: Investor Presentation
For personal use only Investor Presentation Canaccord Genuity South-West Connect ASX Showcase October 2021
Slide 4: Disclaimer
Disclaimer For personal use only 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 b
Slide 5: Key Investment Highlights
Key Investment Highlights For personal use only Orthocell is a regenerative medicine company delivering breakthrough products for the treatment of serious musculoskeletal disorders. Well-funded with $14.6m cash as at September 30, 2021 3
Slide 6: About Orthocell Ltd
About Orthocell Ltd For personal use only Orthocell is a regenerative medicine company delivering breakthrough products that restore mobility and function. CelGro® Ortho-ATI™ Collagen medical device Cell therapy for tendon regeneration • Designed to augment surgical repair of soft tissue • First inj
Slide 7: Significant market opportunity
Significant market opportunity For personal use only At the forefront of a large and growing market opportunity in regenerative medicine in the musculoskeletal space. CelGro® Ortho-ATI® Total addressable market >US$10bn >US$7.7bn >US$17 billion p.a. Driven by rising rate of musculoskeletal disorders
Slide 8: US Strategic Focus
US Strategic Focus For personal use only Advanced product portfolio with near term milestones and emerging pipeline 1 2 1. Approved in the US, AUS and EU 2. Application submitted for AUS approval
Slide 9: Valuation upside
Valuation upside For personal use only Valuation comparison to other medical device and life science companies $1,200m Significant upside potential for OCC $570m $105m Market Capitalisation $105m $570m $1,200m Company Device Autologous Injection and medical device Autologous cell harvesting device S
Slide 10: Ortho-ATI
For personal use only Ortho-ATI ™ Advanced cellular therapy to directly address the root cause of degenerate tendon injury
Slide 11: Chronic tendon injury: significant unmet clinical need
Chronic tendon injury: significant unmet clinical need For personal use only Chronic tendon injury is a common and painful disorder affecting millions of people every year with no effective, non-surgical treatments currently available Significant unmet clinical need Multiple tendon injury sites • Mi
Slide 12: Ortho-ATI: a global clinical first
Ortho-ATI™: a global clinical first For personal use only Injectable cell therapy that returns patients to the workplace, recreational activities and elite sport pain-free, with minimal down-time. Ortho-ATI™ is a novel treatment Two stage, minimally invasive procedure ✓ Breakthrough in regenerative
Slide 13: Ortho-ATI: compelling clinical evidence
Ortho-ATI™ : compelling clinical evidence For personal use only References for the above data, as at June 20 2020 : 1. Ortho-ATI workers compensation study; 2. Ortho-ATI clinical studies; 3. Annual Quality Survey. 11
Slide 14: Ortho-ATI: reducing pain
Ortho-ATI™ : reducing pain For personal use only Ortho-ATI™ treatment provides a meaningful and lasting reduction in pain Clinical studies of Ortho-ATI™ Clinical Study Results 10 8 • Reduction in pain - Patients in clinical studies of Ortho-ATI™ ATI-001 Pain Score for lateral epicondylitis (ATI-001)
Slide 15: Returning to function
Returning to function For personal use only Ortho-ATI™ treatment improves strength and function Clinical studies of Ortho-ATI™ Clinical study results • Long term increases in strength - Average grip strength for patients in clinical study of Ortho-ATI™ for lateral epicondylitis (ATI-001) was 19.85kg
Slide 16: Ortho-ATI: Upcoming US milestones
Ortho-ATI™ : Upcoming US milestones For personal use only Orthocell is focused on completing current clinical studies1 and preparing for US market entry Randomised shoulder tendon clinical study results • First high-quality RCT completed in the Rotator Cuff indication • Results expected in Q4 2021 •
Slide 17: More than a barrier membrane
For personal use only More than a barrier membrane
Slide 18: Striate+ premium dental membrane
Striate+™ premium dental membrane For personal use only • Striate+ is a sterile, resorbable collagen membrane for use in 1. Preparation of repair site. dental bone and tissue regeneration procedures. Defect site is filled with void- filler • Striate+ is designed to protect the bone defect space from
Slide 19: Striate+: better results sooner
Striate+™: better results sooner For personal use only Patients treated using Striate+™ successfully generated enough new bone to stabilise their implants and complete their treatment in approximately 4 months, compared to the 8 months required for standard dental implant treatment1. 1. 1. CG-002 St
Slide 20: Striate+: world class KOL group
Striate+™: world class KOL group For personal use only USA / AUS UK / EU Justin Bonaventure Anthony Feck Kathy Frazar Maria Lopez Howell David Little Marc Nevins Nick Fahey Elaine Halley Céline Higton Louisiana Kentucky Texas Texas Texas Massachusetts Reading Scotland London Sammy Noumbissi John Phi
Slide 21: Striate+: path to partnering
Striate+™: path to partnering For personal use only Executing a strategy to engage high quality partners to manage the distribution and marketing of Striate+™ - 10% market share equates to AU$35M revenue per annum1 Path to partnering Market development activities 1. Orthocell‘s estimate based on 350
Slide 22: Remplir: Revolutionising nerve repair
For personal use only Remplir™ Revolutionising nerve repair
Slide 23: Traditional repair outcomes are suboptimal
Traditional repair outcomes are suboptimal For personal use only Using traditional repair methods for crushed/severed nerves can be ineffective and unpredictable in restoring function to affected limbs. Direct suture Rigid hollow Tension can result tube in buckling and Rigid tubes are misdirection o
Slide 24: Remplir: nerve transfer surgery
Remplir™: nerve transfer surgery For personal use only Remplir is a versatile medical device that can be used to repair, protect and cap nerve injuries to return function to impaired or paralysed muscles. 1 2 Transferring Placing a stay superficial radial suture to oppose to ulnar nerve nerve ends 3
Slide 25: Remplir: compelling long term clinical results
Remplir™: compelling long term clinical results For personal use only Quadriplegic patients regained voluntary muscle movement within 12 months Figure 1 – Recovery of Muscle Power in Patients with Quadriplegia Grade 3 and 4 – voluntary • 75.8% of all nerve repairs (25 of movement with improved 33) i
Slide 26: For personal use only
Meet Adrian Walsh, a 43-year-old father of three who was diagnosed with quadriplegia after he broke his neck in a mountain bike accident in June 2017.
Slide 27: Remplir: nerve repair market opportunity
Remplir™: nerve repair market opportunity For personal use only Remplir’s addressable market in peripheral nerve repair is estimated to be $830M worth more than >US$7.5 billion per year. $948M Orthocell is focused on executing its regulatory program to gain approval in AUS and the US. $5,671M Clinic
Slide 28: Upcoming catalysts
Upcoming catalysts1 For personal use only Ortho-ATI Ortho-ATI v Corticosteroid (RCT) study results 4Q CY2021 Ortho-ATI v Surgery (RCT) rec’t complete (estimate) 1Q CY2022 Striate+ premium periodontal membrane Expand manufacturing capacity 4Q CY2021 First US KOL order 4Q CY2021 Engage US marketing an
Slide 29: Conclusion
Conclusion For personal use only We are interested in working with you. CEO and Managing Director, Paul Anderson Orthocell Limited P: +61 8 9360 2888 E: [email protected] www.orthocell.com.au
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