For personal use only - asx.com.au · 6 Business Area 1: The IVD Market o The global in vitro...
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Nanotechnology for Improvements in Healthcare, Energy & Beyond Geoff Cumming, CEO (ASX:ADO) For personal use only
Transcript of For personal use only - asx.com.au · 6 Business Area 1: The IVD Market o The global in vitro...
Nanotechnology forImprovements inHealthcare,Energy & BeyondGeoff Cumming, CEO (ASX:ADO)
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Forward Looking StatementRefer to the Company's website for further information. The views expressed in this presentation containinformation derived from publicly available sources that have not been independently verified. No representation orwarranty is made as to the accuracy, completeness or reliability of the information.
Any forward looking statements in this presentation have been prepared on the basis of a number of assumptionswhich may prove incorrect and the current intentions, plans, expectations and beliefs about future events aresubject to risks, uncertainties and other factors, many of which are outside Anteo the presentation is toprovide an update of the business of Anteo Diagnostics (ASX:ADO).
These slides have been prepared as a presentation aid only and the information they contain may require furtherexplanation and/or clarification. Accordingly, these slides and the information they contain should be read inconjunction with past and future announcements made by Anteo and should not be relied upon as an independentsource of information. Please contact Anteo with any questions.
Important factors that could cause actual results to duffer materially from assumptions or expectations expressedor implied in this presentation include known and unknown risks. Because actual results could differ materially toassumptions made and Anteo’s current intentions, plans, expectations and beliefs about the future, you are urgedto view all forward looking statements contained in this presentation with caution.
This presentation should not be relied on as a recommendation or forecast by Anteo Diagnostics Limited. Nothingin this presentation should be construed as either an offer to sell or a solicitation of an offer to buy or sell shares inany jurisdiction.
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What is Nanotechnology?
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o 1/100,000th of the diameter of a hair
o Nanotechnology is manipulation ofmatter at the molecular scale
o Inspired by nature, nanoscaletechnology is a new field of chemistrythat:
o Saves the use of rawmaterials
o Saves the use of energy andwater
o Reduces greenhouse gasesand hazardous waste
o Nanoglue: Anteo’s core technologyoperates at the molecular scaleF
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Anteo: Who We Are
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Inside One of Anteo ‘s State-of-the-Art Labs
o Our patented Nanoglue binds materials together
o Our primary focus is applications of our Nanoglue in the In VitroDiagnostic (IVD) and Life Science (LS) markets
o Improves outcomes with biological and synthetic materials
o The versatility and need for our Nanoglue technology has created3 secondary areas of business:
o Bioseparationso Medical Deviceso Batteries
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Anteo: What We Do
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o Bind biological molecules to synthetic surfaces
o Increase their functionality
o Increase stability and reproducibility
o Simplify procedures
o Reduce handling time and costs
o Stabilise material interactions to increase their functionality/capacity
Anteo’s patented nanotechnology is providing powerful tools thatare
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Business Area 1: The IVD Market
o The global in vitro diagnostics (IVD) market is growing robustly,despite economic and industry challenges
o Double the rate of the global pharmaceutical industry
o The market will remain buoyant due to the recent success of cost-saving companion diagnostics tests and personalised medicine
o $47.27 billion in revenue in 2013
o $62.63 billion estimated revenue by 2017 ($15bn accessible)
Source: Frost & Sullivan’s Analysis of the Global In Vitro Diagnostics Market 2014
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How Does Our Nanotechnology Work in IVD/LS?
o Mix&Go™ - the name of our healthcare Nanoglue family
o Utilises coordination chemistry (rather than covalent chemistry orpassive binding) for gentle and secure multipoint binding ofbiomolecules to synthetic surfaces
o Ease of use, increased antibody functionality and decreasedbackground interference
o Greater sensitivity of tests, reducing costs to manufacture andsupporting the earlier detection of disease
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IVD/LS Market Revenue Generation: Process
The Stages of a Revenue Generating Partnership
o Sell a ‘teaser’ product
o Anteo assess each partnership and the support that is required -charges fees proportional to time and challenge of the task
o Amount of revenue generated pre launch: $20,000 - $500,000+per project
o At market launch stage, Anteo begins to generate royalty or supplyrevenuesF
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Adoption of Mix&Go In The IVD/LS Markets
o Licensing - (Merck KGaA, Affymetrix, Bangs Laboratories)
o Co-development of products through partnerships (BBI, IMRA,POC1 plus a number of global life science and veterinary companiesworldwide)
o Product Sales - Mix&Go Reagents, Coupling and Activation Kits arebeing sold and used globally
o Distribution - Veritas Corporation recently signed an agreementfor exclusive distribution rights in Japan
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Business Area 2: Bioseparations
o A variation of use for Mix&Go Nanoglue family
o $6 billion market by 2018*
o Applications
o Blood purification - Blood banks and sample pre-treatment fordiagnostic testing (patent filed)
o Protein purification
o Drug manufacturing – Therapeutic antibodies
o Current position – Undertaking a collaborative project with aglobal life science company that is extending an existing Anteoproduct to deliver a proprietary Bioseparations product
*Source www.biopharma-reporter.com
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Business Area 3: Medical Devices
o Using variations of our Nanoglue
o Attaching biomolecules to synthetic surfaces
o $52 billion implantable medical device market*
o Partnership with Cook Medical Australia
o Partnership with University of Queenslandexploring In Vivo usage
o Expecting to file patents in the near future
*Source: Freedonia Group
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Business Area 4: Batteries
o A variation of our Nanoglue
o Stabilisation of existing and newmaterials
o Li-Ion market estimated at $30billion pa, increasing to $50 billionpa in 2018*
*Source: Avicenne, Roland Berger, October 2012; Takeshita 2010
o Key Sectors: Automotive, mobile phones, tablets, laptops, digitalcameras, power tools, toys, other portable electronic devices, anddefense
o Key Drivers: Cost, size, weight, power, capacity, charge rate
o Market Situation: Continuing demand for higher energies withreduced cost/weight/sizeF
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Anteo Battery vs Conventional Battery
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ANTEO Conventional Graphite Li-ion batery
Relative Capacity
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ANTEO Conventional Graphite Li-ion batery
Relative Charge/DischargeRate
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Batteries Developed Using Anteo’s Nanotechnology
Anteo nanotechnology can:
o Increase the capacity of batteries
Gives lighter and smaller batteries
o Improve the efficiency of charge/discharge
Increased runtime per charge
o Batteries will charge faster
Shorter waiting time to charge
o More cycles per battery
Increased battery life
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Anteo: Drop In Technology For Manufacturing Batteries
Drop in Anteotechnology at thisstage of the batterymanufacturingprocess
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Vast Potential of Anteo’s Nanotechnology
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Anteo Board of Directors
Mark BourisNon-ExecutiveChairman
Geoff CummingCEO, ExecutiveDirector
Richard MartinCFO, ExecutiveDirector
Sandra (Sam)AndersenNon-ExecutiveDirector
John HurrellNon-ExecutiveDirector
Joe MaejiChiefScientificOfficer
CharlieHuangHead of NewTechnologies
Josh SoldoVP ScientificAffairs
Rachel de lasHerasHead ofCommercialDevelopment
Shaun CooperHead ofProduction
TinaBaumgartnerVP BusinessDevelopment
Management Team
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Group Snapshot
o Anteo is actively generating revenue through licensing and co-development of products in the in vitro diagnostics space
o Funding may be required for battery developments and a potentialacquisition
o Current funds enable Anteo to continue core business for 2 years inabsence of additional revenue
Major ShareholdersFirst Cape Mgt Pty Ltd 13.3%
Nimrod Finance Ltd 2.4%
Dr Geoff Cumming 2.1%
CorporateASX ADO
Cash $5.7M
Market Cap. $79M
Av Daily Volume (30 d) 1,413,606
52 week high/low $0.24/$0.08
Shares on issue 844.8M
Top 20 29%
Directors/Staff 16%For
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