Bioventix PLC · LSE:BVXP
Bioventix — Investor Presentation (March 2021)
11 slides from Bioventix's investor presentation, Mar 29, 2021
Slide 1: Bioventix Presentation: 29 March 2021
1 Bioventix Presentation: 29 March 2021 ▪General commentary notes will appear in blue dialogue boxes ▪Comments specifically relating to the COVID-19 pandemic will appear in pink boxes
Slide 2: Contents
2 Contents 1. Bioventix, antibodies and blood testing 2. Business dynamics and revenue continuity 3. Interim unaudited financial results for 2H.2020 4. Research news 5. Facilities upgrade 6. Shareholders and Directors 7. Conclusions and outlook
Slide 3: Automated Blood Testing
3 Automated Blood Testing ▪Bioventix creates and manufactures sheep ▪Patient diagnostic pathways have been affected by the monoclonal antibodies (SMAs). Customers COVID-19 pandemic due to a combination of hospital incorporate these antibodies in reagent packs resource allocation and patient behaviou
Slide 4: Antibodies & Business Dynamics
4 Antibodies & Business Dynamics ▪Projects can be internally driven or sponsored by customers +1 year Prototype test Old test 2-4 years = 3-5 years total ▪Bioventix takes about 1 year to create new antibodies ▪Even for established diagnostics, customers take 2-4 years to prototype tests, conduct fie
Slide 5: Sales of Bioventix Antibodies
5 Sales of Bioventix Antibodies ▪The impact of the pandemic on the diagnostics market has varied around the world Thyroid function Fertility Chest pain; heart attack Vitamin D (thyroxine, T3) (testo, estrogens) (troponin) ▪Vitamin D sales grew ▪Fertility and thyroid tests are linked to ▪Bioventix tr
Slide 6: Key Financials
6 Key Financials £ (‘000) Year to ½ year to ½ year to 30.6.20 30.12.19 30.12.20 Sales 10,313 5,099 5,165 (+1.3%) P/(L) before tax 8,225 4,097 3,718 (-9%) P/(L) after tax 7,202 3,428 3,098 (-10%) Period-end cash 8,076 5,530 5,844 Total regular dividend per share (p) 88 Split between Spring/Autumn 36/
Slide 7: Research News
7 Research News ▪ We hope to conduct a field trial at a Pollution UK industrial site during 2H.2021 using exposure test a lateral flow device coupled to a phone-app reader system ▪ A new “sandwich” format for THC could offer advantages for saliva THC Sandwich testing. Initial early customer response
Slide 8: Bioventix (Farnham)
8 Bioventix (Farnham) ▪14 staff (12 FTEs) in a Bioventix-owned property ▪Purification and testing ▪Manufacturing and research activity in the lab has been largely unaffected by the ▪cell culture incubators pandemic. Staff response was excellent ▪The recent investments in facilities and equipment wil
Slide 9: Selected Shareholder Base
9 Selected Shareholder Base Institution Shares % (1000s) Sanford DeLand (Castlefield) 1,040 20.0 Liontrust 499 9.6 Canaccord (Hargreave Hale) 447 8.6 Peter Harrison 417 8.0 Gresham House (Livingbridge) 249 4.8 Schroder Investment Management 150 2.9 Hargreaves Lansdown Fund Managers 122 2.3 Danske Ba
Slide 10: Bioventix Directors
10 Bioventix Directors ▪Peter Harrison, CEO ▪Ian Nicholson, Chairman ▪>30 years experience of ▪>30 years experience of antibody technology at commercial development Celltech, KS Biomedix & within biotechnology Bioventix including Amersham, Celltech, Chroma, Clinigen & Consort Medical ▪Bruce Hiscock,
Slide 11: Conclusions and Outlook
11 Conclusions and Outlook ▪ The financial performance for 2H.2020 was relatively flat as hospital diagnostic pathways continued to be affected by the pandemic ▪ Despite the progress of the vaccine initiatives, the timing of a complete return to global normality remains difficult to predict ▪ The tr