Monash Ivf Group Ltd · ASX:MVF

Monash Ivf — Macquarie Australia Conference 2015

16 slides from Monash Ivf's conference presentation, May 7, 2015

  1. Slide 1: Macquarie Australia Conference

    For personal use only MACQUARIE AUSTRALIA CONFERENCE 7 MAY 2015 JAMES THIEDEMAN GROUP CEO & MANAGING DIRECTOR

  2. Slide 2: Disclaimer

    DISCLAIMER For personal use only The presentation has been prepared by Monash IVF Group Limited (ACN 169 302 309) (“MVF”) (including its subsidiaries, affiliates and associated companies) and provides general background information about MVF’s activities as at the date of this presentation. The info

  3. Slide 3: Media quotes on fertility and egg freezing

    For personal use only  “Sex will soon be just for fun not babies” “Sex could become purely recreational by 2050 with large numbers of babies in the Western world born through IVF. Men and women will choose to freeze their eggs and sperm when young before being sterilised”. Prof Carl Djerassi, Inven

  4. Slide 4: Key Features of the ARS Industry

    KEY FEATURES OF THE ARS INDUSTRY For personal use only 1  Assisted Reproductive Services (ARS) market in Australia is an established and growing market that delivers over 60,000 Patient Treatments per year and over 11,000 babies 2  The Assisted Reproductive Services market in Australia has grown a

  5. Slide 5: Drivers of Industry Growth

    DRIVERS OF INDUSTRY GROWTH For personal use only There are a number of key volume and value growth drivers Assisted Reproductive Services market Volume drivers Value drivers 1 Demographic trends 3 Increasing price and range of services  Birth rate and fertility rate  Pricing power given inelastic

  6. Slide 6: Long Term Industry Growth Underpinned by Demographic Trends

    LONG TERM INDUSTRY GROWTH UNDERPINNED BY DEMOGRAPHIC TRENDS For personal use only Growth in key customer age group and increasing maternal age is driving volume growth Growth in key customer age group Increasing maternal age  99% of IVF Cycles undertaken by women aged 25-54 years(1),with the majori

  7. Slide 7: Improved Effectiveness and Greater Social Acceptance

    IMPROVED EFFECTIVENESS AND GREATER SOCIAL ACCEPTANCE For personal use only Increased penetration of Assisted Reproductive Services is reflective of social acceptance and scientific advancements Increasing awareness and social acceptance of Assisted Improving success rates and efficacy of Assisted Re

  8. Slide 8: Overview of Monash IVF Group

    OVERVIEW OF MONASH IVF GROUP For personal use only Monash IVF Group (MVF) is a market leader in the fields of fertility care, womens imaging & diagnostics Core Assisted Reproductive Services Diagnostic and ancillary services Ultrasound  Range of treatments and techniques to assist  Diagnostic and

  9. Slide 9: Strategy and Outlook

    STRATEGY AND OUTLOOK For personal use only Science, • Continue to develop industry leading science and technology technology & • Deliver patients with clinically superior services and increase market penetration patient success • Promote Monash Group’s scientific and clinical excellence with potenti

  10. Slide 10: H1 FY2015 Highlights

    H1 FY2015 HIGHLIGHTS For personal use only Underlying Revenue, NPAT and volume growth in 1H FY2015  Revenues increased $2.7M (4.7%) to $60.3M vs pcp including • International revenues up 24% vs pcp • Monash Ultrasound for Women revenues up 11% vs pcp  NPAT increased $3.4M (45%) to $11.0M vs pcp 

  11. Slide 11: Australian ARS Market Movement

    AUSTRALIAN ARS MARKET MOVEMENT For personal use only  Assisted Reproductive Services Patient Treatment growth in Australian Key Markets1 contracted -0.6%  Prospectus forecast assumed market growth in Patient Treatments of 4.1% based on historical growth trend  Prospectus highlighted market growth

  12. Slide 12: Pricing and Treatment Mix

    PRICING AND TREATMENT MIX For personal use only  Frozen Embryo Transfers (FETs) increased to 39.2% of Patient Treatments for the period  Patient Treatment shift to FETs reflects ongoing change in clinical practice and improvements in FET pregnancy rates  Pre-implantation Genetic Screening/Diagnos

  13. Slide 13: Expanding Domestic Footprint

    EXPANDING DOMESTIC FOOTPRINT For personal use only Acquisitions & New Locations  Next Generation Fertility (Western Sydney, NSW) performed to plan for H1 FY2015, delivering 5% of Group Patient Treatments  Fertility East (acquired in December 2014) is performing to expectations  During the period,

  14. Slide 14: Sydney Ultrasound for Women

    SYDNEY ULTRASOUND FOR WOMEN For personal use only Leading provider of specialist womens imaging in NSW operating 10 practices in the Sydney metropolitan area  The acquisition will complement the existing Monash Ultrasound for Women business in Victoria and Monash IVF Group’s focus on womens health

  15. Slide 15: Summary

    SUMMARY For personal use only  Solid performance for the Group in H1 FY2015 in slightly weaker overall ARS market in Australia  Established a NSW clinic and womens imaging footprint through start up and acquisitions • Sydney Ultrasound for Women will provide a significant lift in scale for the Gro

  16. Slide 16: Questions

    For personal use only 16 QUESTIONS

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