Transcript
8/2/2019 Bio Sensors Presentation
1/19
8/2/2019 Bio Sensors Presentation
2/19
Who We Are
Biosensors develops, manufactures and markets
innovative medical devices for interventionalcardiology and critical care procedures.
Performance Risk Assessment Conclusion
8/2/2019 Bio Sensors Presentation
3/19
Our Milestones
Performance Risk Assessment Conclusion
1990 Company Founded
2005 Listed on SGX Mainboard
2007 Acquired 50% interest in JWMS
2008 Received CE Mark for BioMatrixLaunched in Europe and Asia
2010 Hony Capital acquired majority stake in Biosesor
2011 Raised S$200 million (Alantis & Ever Union)
Fully acquired JWMS
8/2/2019 Bio Sensors Presentation
4/19
Our Presence
8/2/2019 Bio Sensors Presentation
5/19
More about us Market Capitalisation: S$2.25 billion Major shareholders:
Shandong Weigao
Hony Capital Fidelity Atlantis EverUnion
Total shares issued: 1.717 billion sharesPerformance Risk Assessment Conclusion
8/2/2019 Bio Sensors Presentation
6/19
Management Team
Performance Risk Assessment Conclusion
Yoh Chie Lu, founder and Chairman President of Asia-Pacific division for BOC
Jeffrey Jump & Jack Wang, Co-CEO Over 30 years experience
John E. Shulze, Chief Technical Officer Primary architect of BioMatrix
Ronald H. Ede, Chief Financial Officer
8/2/2019 Bio Sensors Presentation
7/19
Growing DES Industry
Vascular Interventional DevicesMarket
DESOthers76%
Source: Peripheral Vascular & Interventional Cardiology Devices Market (2011 2016)Global Trends & Competitive Analysis Report Code: MD 1752
Introduction Risk Assessment Conclusion
8/2/2019 Bio Sensors Presentation
8/19
Growing DES Industry
0
5
10
15
2011 2016
Revenue Generated for Global DESMarket (US$ Billion)
8.9
13.7
Introduction Risk Assessment Conclusion
Source: Peripheral Vascular & Interventional Cardiology Devices Market (2011 2016)Global Trends & Competitive Analysis Report Code: MD 1752
8/2/2019 Bio Sensors Presentation
9/19
Our Business Model
Introduction Risk Assessment Conclusion
General andAdministrative
Expenses
Research and
Development(R&D)
Otheroperatingexpenses
Sales and Marketing
Expenses
8/2/2019 Bio Sensors Presentation
10/19
Abluminal Coating
Biolimus A9
S-Stent Platform
Biodegradable Polymer
8/2/2019 Bio Sensors Presentation
11/19
The First Biodegradable DES - BioMatrix Strong clinical trial results Access to Chinas emerging market JWMS Next generation of DES- BioFreedom Strategic acquisition for technology development CardioMind Inc. AXXESSTM (Devax, Inc.)
Competitive Edge
Introduction Risk Assessment Conclusion
8/2/2019 Bio Sensors Presentation
12/19
Financial Highlights
Introduction Risk Assessment Conclusion
Revenue
Profit
EPS
ROE
34.79%
34.98%
32.60%
48.42%
8/2/2019 Bio Sensors Presentation
13/19
Liquidity: High
45.19
20.18
9.08
48.11 48.14
37.53
48.11 48.14
37.53
0
10
20
30
40
50
60
2009 2010 2011
GEARING RATIO COMPARISON
BIOSENSORS BOSTON SCIENTIFIC MEDTRONIC
1.06
2.17
5.35
1.52 1.391.72
2.07 2.37 1.92
0.00
1.00
2.00
3.00
4.00
5.00
6.00
2009 2010 2011
CURRENT RATIO COMPARISON
BIOSENSORS BOSTON SCIENTIFIC MEDTRONIC
Introduction Risk Assessment Conclusion
8/2/2019 Bio Sensors Presentation
14/19
ROE Comparison
Introduction Risk Assessment Conclusion
-1.08%
2.16%
11.43%
-8.66% -9.07%
3.88%
15.70%
21.11%19.39%
-15.00%
-10.00%
-5.00%
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
2009 2010 2011
ROE COMPARISON
BIOSENSORS BOSTON SCIENTIFIC MEDTRONIC
8/2/2019 Bio Sensors Presentation
15/19
Profitability and Efficiency
0.5993
0.5101
0.32760.3252 0.3528 0.3580
0.61890.5631
0.5237
0.0000
0.1000
0.2000
0.30000.4000
0.5000
0.6000
0.7000
2009 2010 2011
ASSET TURNOVER RATIOCOMPARISON
BIOSENSORS BOSTON SCIENTIFIC MEDTRONIC
-0.94%
27.59% 27.63%
-13.01% -13.13%
5.79%
14.18%
19.59% 19.43%
-20.00%
-15.00%
-10.00%
-5.00%
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
30.00%
2009 2010 2011
NET PROFIT MARGINCOMPARISON
BIOSENSORS BOSTON SCIENTIFIC MEDTRONIC
Introduction Risk Assessment Conclusion
8/2/2019 Bio Sensors Presentation
16/19
Growth Strategy
Expanding in China JW Medical Service Growing market
Penetrating the United States Largest global DES market
Expanding Product Portfolio
Introduction Risk Assessment Conclusion
8/2/2019 Bio Sensors Presentation
17/19
Risk Assessment Preferred supplier agreements Declining prices of DES Competition from local manufacturers Regulatory Requirement
Introduction Performance Conclusion
8/2/2019 Bio Sensors Presentation
18/19
We make dollars and stents Every 2 seconds someone has a heart attack Access to growing markets
3 Reasons to Invest
Introduction Performance
8/2/2019 Bio Sensors Presentation
19/19
Q&A
top related