RMS Medical Products 24 Carpenter Road Chester, NY

Transcription

1 RMS Medical Products 24 Carpenter Road Chester, NY June 2018 Investor Presentation OTCQX: REPR Investor Relations CG Capital Repro Med Systems OTCQX: REPR

2 Forward Looking Statements RMS Medical Products is the This presentation contains forward-looking statements that involve risks and uncertainties, including but not limited to those related to the growth of the home infusion market and the Company's compounded annual growth rate (CAGR). Actual results and events may differ significantly from results and events discussed in the forward-looking statements. Factors that might cause or contribute to such differences include, but are not limited to, economic and business conditions, trends and events around the world and in the markets in which RMS operates, competitive pressure, customer acceptance of new products, changes in medical reimbursement regulations, regulatory approvals for new products, foreign regulations governing medical devices, and those discussed in our Transition Report on Form 10-K for the fiscal year ended December 31, We undertake no obligation to update publicly this presentation or any forward-looking statements to reflect new information, events, or circumstances after the hereof. Repro Med Systems OTCQX: REPR 2

3 Company Highlights Profitable Revenue Growth First Quarter Annual Medical device innovator, focused on home and specialty infusion solutions $3.6M $4.0M $12.4M $15.4M Flagship FREEDOM60 Integrated Infusion System, cleared for both SCIg & IV antibiotics - safe for in-home use Generating profitable revenue growth $0.1M $0.4M $0.8M 1Q17 1Q18 ($0.2)M Revenue Net Income Repro Med Systems OTCQX: REPR 3

4 $15.9B 2014 Global home infusion market, growing at a 9% CAGR to $26.7B by 2020 Market Opportunity $1.3B 2016 North American market for subcutaneous IG (SCIg), growing at a 14% CAGR from $500M U.S. Home Infusion Equipment Market (2018), growing more than 10% annually Sources: Transparency Market Research, US CDC, NIH, Grand View Research, MSD Healthcare Solutions, Immune Deficiency Foundation, Management Estimates Repro Repro Med Med Systems Systems OTCQX: OTCQX: REPR REPR 4

5 About PIDD There are approximately 270,000* PIDD patients in the U.S. *Source: Population Prevalence of Diagnosed Primary Immunodeficiency Diseases in the United States, J. M. Boyle & R. H. Buckley Primary Immunodeficiency Disease (PIDD) is a group of more than 350 chronic disorders in which part of the body s immune system is missing or functions improperly. Patients with PIDD commonly have an increased susceptibility to infection. The increased vulnerability to infection may include repeated and unusually severe infections Source: Repro Repro Med Med Systems Systems OTCQX: OTCQX: REPR REPR 5

6 About Immunoglobulin Therapy Immunoglobulin (Ig) is the fraction of blood plasma which contains immunoglobulins or antibodies and is commonly prescribed to PIDD patients Ig replacement therapy is generally administered either intravenously (IVIg), or subcutaneously (SCIg) IVIg infusions are usually given every three or four weeks SCIg infusions may be given as often as daily, weekly, or as infrequently as every three to four weeks Source: Repro Repro Med Med Systems Systems OTCQX: OTCQX: REPR REPR 6

7 RMS Infusion System Integrated system approach creates exceptional patient outcomes Repro Med Systems OTCQX: REPR 7

8 RMS Infusion System Advantages FREEDOM60 integrated infusion system FDA cleared The only system that satisfies both subcutaneous & intravenous* needs Reduces need to stock multiple systems, fewer SKU s Only 1 system to learn & train Safety, Reliability & Consistency *e.g. immunoglobulins (Hizentra, Cuvitru, Gammagard Liquid ) and antibiotics (meropenem, Ertapenem, Oxacillin, Tobramycin) Repro Med Systems OTCQX: REPR 8

9 Sales & Distribution Our direct sales force calls on specialty infusion providers, like Coram, to detail the products and establish purchase patterns Our direct sales force also calls on distributors, like MSD, to support fulfillment and supply chain We drive physician and patient awareness through social media and clinical support We collaborate with pharmaceutical company partners, like CSL Behring, to bring new indications to the market Repro Med Systems OTCQX: REPR 9

10 Financials Profitable Revenue Growth First Quarter Annual ($000 s) Three Months Ended March 31, 2018 Three Months Ended March 31, 2017 $4.0M $15.4M Revenue $4,033 $3,638 $3.6M $12.4M Gross Profit $2,466 $2,102 Gross Margin 61.1% 57.8% Operating Profit $501 $206 Net Income $403 $127 $0.1M $0.4M $0.8M ($0.2)M 1Q17 1Q Revenue Net Income Repro Med Systems OTCQX: REPR 10

11 Selected Financial Data As of 3/31/18 Cash $4.0 Million No Debt 38M shares outstanding Management and directors own 48% Repro Med Systems OTCQX: REPR 11

12 Continued development and penetration of U.S. SCIg for PIDD through improved sales and marketing Key Drivers Creating closer relationships with specialty providers Growth of the home care market Cost-effective for patient and payer Overall benefits for health system Patient demand for specialty infusion therapy opening new opportunities Partnerships with pharmaceutical companies for new therapeutics Repro Repro Med Med Systems Systems OTCQX: OTCQX: REPR REPR 12

13 Building Partnership with 360 Degree Support Some of our partners in home infusion Patient videos Live in-servicing Logistics support Clinical expertise Custom programs Nurse training tools Pharmacy training tools Improving patient outcomes Product innovation & quality Repro Repro Med Med Systems Systems OTCQX: OTCQX: REPR REPR 13

14 Expanding Markets & Future Growth SCIg for PIDD SCIg for Secondary Immuno Deficiency SCIg for Neuromodulation Antibiotics New Monoclonal antibodies New Subcutaneous medications, including Hydration Other Subcutaneous applications: desferal, Feiba, etc. Repro Repro Med Med Systems Systems OTCQX: OTCQX: REPR REPR 14

15 Summary Medical device innovator, focused on home and specialty infusion solutions Flagship FREEDOM60 Integrated Infusion System, approved for both SCIg & IV antibiotics - safe for in-home use Generating profitable revenue growth Numerous growth opportunities including deeper partnerships, macro trends and new products Repro Med Systems OTCQX: REPR 15

16 RMS Medical Products 24 Carpenter Road Chester, NY June 2018 Investor Presentation OTCQX: REPR Investor Relations CG Capital Repro Med Systems OTCQX: REPR