Invest in Good Health, Tuesday 25th May 2021, 5.30pm - 9.30pm
From our MelloMonday feedback, 35% of our investor group requested an evening focusing on Healthcare, wishing to see companies within the Healthcare Sector and their particular investment case.
This event looks at various aspects of the Healthcare sector including new therapeutics. The webinar will provide a broad range of topics with a panel session to cover all these options and assessing the risks and opportunities now open to investors.
We have a fantastic line up for our investors to include the listed companies as detailed below. The evening will include the latest insights and analysis from investment managers, research professionals, analysts and experienced investors.
Programme for the evening
5.30 pm Mello Welcome with Edmund Shing
5.35 pm Company presentation by International Biotechnology Trust
6.10 pm Company presentation by Inspiration Healthcare
6.40 pm Charity Pledge by Tim Grattan – New IPO Arecor
6.50 pm Company presentation by Diaceutics
7.20 pm A guide to broker research with Rob Mundy of Research Tree
7.30 pm Company presentation by ANGLE plc
8.00 pm Charity Pledge by Melwin Mehta – Shield Therapeutics (STX)
8.10 pm Company presentation by Polarean Imaging
8.40 pm Company presentation by NetScientific plc
9.10 pm Healthcare Sector Review from Edmund Shing and Charity Pledge – Circassia (CIR)
Company Presentation – NetScientific plc
NetScientific Plc is a holding company, that invests in, develops, commercialises and realises shareholder value in life sciences/healthcare, sustainability and technology companies, which offer significant growth potential in predominately the UK and USA, as well as globally.
The Group leverages trans-Atlantic relationships and global opportunities to deliver shareholder value. NetScientific looks to maximise shareholder returns through focused execution of its investment strategy with current portfolio companies, and targeted investments in existing and new investments.
NetScientific develops a customized investment and realisation strategy for its portfolio companies by adding value through management, incubation, advisory services and fund-raising support.
The group facilitates the companies it works with, to access the right type of funding, proactive management support and resources specific to their sector, stage of development and available opportunities.
Dr Ilian Iliev, Chief Executive Officer
Ilian founded EMV Capital (EMVC), a corporate finance and VC investment firm acquired by NetScientific in August 2020. EMVC is a London-based investor in the industrial sustainability, industrials and healthcare sectors. EMVC’s investments in Europe, Israel and the US cover a range of technologies including robotics and AI, machine learning, materials science, IoT, advanced engineering, power electronics and medical devices. Ilian spun-out EMV Capital out of EcoMachines Ventures, which he co-founded in 2013. Prior to that he co-founded and was CEO of CambridgeIP Ltd (2006-2012), which he built into a leading market and technology business intelligence provider in the UK. He is a Board member at a number of Net Scientific and EMVC portfolio companies, including PDS Biotechnology Inc., Glycotest Inc., Sofant Technologies, Pointgrab, Q-Bot, Wanda Health, and also serves as Executive Chairman at Vortex Biosciences Inc. Ilian holds a PhD from Cambridge University ’s Judge Business School, focused on Venture Capital business models in emerging economies, Mcom in Economics, and BA in Politics, Economics and International Relations from the University of Witwatersrand, South Afirca. He has published widely on entrepreneurship, venture capital, and market trends in energy and healthcare, and has won awards for academic excellence.
John Clarkson, Executive Chairman
John is an experienced business professional and qualified accountant, who had a successful early career working in various financial, audit and management positions in the UK and overseas. John then completed a full time MBA at Cranfield University, before moving into management consultancy with Deloitte Haskins + Sells. There he provided a range of business and consultancy services to various public & private sectors organisations and blue-chip clients. He established a management strategy/ performance improvement service and founded a construction, real estate and project management group. John was partner in charge of the developing services consultancy division in Coopers Deloitte (now PWC). He left the firm to create a private hotel group in North America, but then took on the role of vice chairman of Laura Ashley Inc. based out of Boston, USA, with a worldwide remit for restructuring, cost reduction and business turnaround. John brings many years of commercial expertise in leadership roles, including that of CEO, Chairman and Non-Executive Director. He has been a member of a number of business and professional groups and has written articles and undertaken speaking engagements in both the UK and Europe. John is a Fellow of the Association of Chartered Certified Accountants, a qualified Public Finance Accountant, a Fellow of the Institute of Consulting and Chartered Manager. He is an active investor in start-ups, high-tech and growing businesses, where he has been involved in strategy development, fundraising, contract negotiations, remuneration and corporate governance arrangements.
Company Presentation – ANGLE plc
ANGLE plc (AIM:AGL) is a world-leading liquid biopsy company that has developed pioneering products and services in cancer diagnostics using a simple blood test. ANGLE’s patent protected platforms include the Parsortix® system, a marker independent circulating tumour cell (CTC) technology that captures and harvests cancer cells shed by the tumour into the blood, and HyCEAD™ a downstream analysis system for highly sensitive analysis of DNA, RNA and proteins. ANGLE believes that analysis of CTCs allows the complete picture of the cancer to be understood as it captures intact living cells that can provide DNA, RNA or protein information.
It is estimated that as many as one in two people will get cancer during their lifetime (CRUK), with cancer responsible for an estimated 10 million deaths globally in 2020. The number of cancer cases is growing rapidly with 50% increase in cases expected over the next two decades.
ANGLE is building a differentiated position as a global leader in the emerging liquid biopsy market offering a unique product-based solution in addition to the traditional laboratory service-based approach, accelerating the widespread adoption of the Parsortix system. Frost & Sullivan and Cowen have estimated that the liquid biopsy market will be worth $100 billion and up to $130 billion per annum respectively in the US alone.
Andrew Newland, Chief Executive
MA Engineering from Cambridge, Chartered Accountant.
Over 30 years setting up, leading and building technology-based businesses; Over 20 years specialist medtech; Over 11 years liquid biopsy
Ian Griffiths, Finance Director
BSc Mathematics with Management Applications and Chartered Accountant.
Over 30 years in finance and technology-based businesses; Over 11 years liquid biopsy.
Company Presentation – Inspiration Healthcare Group plc
Inspiration Healthcare (AIM: IHC) is a global provider of medical technology for use in critical care & operating theatres with a focus on neonatal care. The Company provides high-quality, innovative products to patients around the world which help to improve patient outcomes, and it actively invests in innovative product opportunities and disruptive technologies.
The Group currently consists of three companies: Inspiration Healthcare Ltd, SLE Ltd and Viomedex Ltd and under these brands the Group sells neonatal intensive care and operating theatre equipment around the world through a network of distributors into over 75 countries. Products range from highly sophisticated capital equipment through to single use disposables all of which can help improve outcomes of extremely sick patients.
In the UK and Ireland the Group offers direct sales for most of its products supported by Technical Service offering on site and return to base repair and maintenance along with 24/7 emergency hire of equipment and long term lease arrangements for its own brand products. The Group also acts as a distributor for 3rd party companies that wish to access the UK and the Republic of Ireland’s health systems using the Group’s sales and service expertise and knowledge of these healthcare providers. The therapy areas in which we distribute products such as Infusion, Respiratory and Developmental Care add value to our product portfolio.
The Group invests in growth through its Research and Development function holding numerous patents on its technology and has strong links with academic Key Opinion Leaders around the world and supports clinical research in the field of neonatal intensive care.
Neil Campbell, Chief Executive Officer
In 2003, Neil became CEO and founding partner of Inspiration Healthcare Limited, leading them through the reverse acquisition of Inditherm plc and onto AIM in June 2015. Neil has spent 29 years in the Medical Device industry. Neil has had an extensive career in medical devices in international sales and marketing in neonatal intensive care and operating theatre products, as well as having direct sales experience, in the UK and Australia. Neil has previously also been a Director of Neuroprotexeon Ltd a drug / device development company and currently is an advisor to the Infant Centre (the Irish perinatal research centre) in Cork. Neil has a degree in Engineering Technology and a Diploma in International Trade.
Jon Ballard, Chief Financial Officer
Jon Ballard FCA joined Inspiration Healthcare as Group Financial Controller in June 2017 and was appointed as Chief Financial Officer in July 2020. A Chartered Accountant, Jon has over 20 years’ experience in both practice and industry across a range of businesses from SMEs to Listed Companies, of which the previous seven have been within the Medical Device industry. Jon previously worked for CR Bard within the UK business. Jon has a degree in Physiology from the University of Bristol.
Company Presentation – Polarean Imaging plc
Polarean is a lung imaging company, with an investigational diagnostic technology using hyperpolarized xenon-129 gas to enhance MRI. Our technology offers a new, non-invasive means of imaging pulmonary physiology and function to assess early diagnosis, disease progression and therapeutic response. Hyperpolarized xenon is used with MRI to enable 3-dimensional lung imaging in a single 10-second breath-hold procedure. Functional imaging without radiation exposure enables longitudinal monitoring of patients with pulmonary-vascular, obstructive, or fibrotic lung disease.
Richard Hullihen – Chief Executive Officer
Mr Hullihen has over 30 years of experience in medical imaging with GEC-Picker International, Marconi Medical Systems, m2m imaging (founded by Amphion Innovations) and now Polarean. His career started at GEC-Picker International in the formation of their CT and MRI businesses, holding key positions in engineering and programme management before moving into corporate business development and strategic planning. He also set up joint ventures in Japan for the production of MRI
systems. Mr Hullihen led the acquisition of Instrumentarium’s MRI business and was then Director of Development for the parent organisation, leading enterprise wide strategic planning and representing the medical business at the corporate level in Marconi Medical Systems. That led to the start-up of Marconi’s healthcare informatics business where Mr Hullihen was Vice President and General Manager. Mr Hullihen then became the CEO of m2m, specialising in the development of high performance
cryogenic and superconducting RF coils for magnetic resonance systems. The subsequent merger between m2m and Polarean in 2017 resulted in My Hullihen becoming CEO of Polarean Imaging, ahead of its AIM IPO in 2018. Mr Hullihen holds a BSc in electrical engineering from Western Michigan University and an MBA from Case Western Reserve University.
Charles (‘Chuck’) Fremont Osborne Jr – Chief Financial Officer
Chuck joined Polarean in April 2019 as Chief Financial Officer (“CFO”). He was previously at Innocrin Pharmaceuticals Inc (“Innocrin”), a privately held oncology therapeutics company where he was CFO since 2015. Prior to his role at Innocrin, Chuck was CFO of Scynexis Inc, a publicly traded anti-infective company between 2003 and 2015. Chuck holds a Bachelor of Science degree in Business Administration, with a Concentration in Accounting, from University of North Carolina. He is a Certified Public Accountant and began his accounting career at Deloittie & Touche in 1988.
Company Presentation – Diaceutics
Diaceutics is a diagnostic commercialisation company which services the global pharmaceutical industry. It has established a suite of data-driven products and implementation services powered by the data held in its proprietary database. Its products and services are focused on optimising its clients’ strategies for the development and launch of precision medicines and specifically, the diagnostic testing required to guide selection of such medicines. The Group currently provides services to 20 of the 30 largest global pharmaceutical companies.
Peter Keeling, CEO
Peter has over 33 years’ experience as a leader, entrepreneur and strategist in the pharmaceutical industry. He has led international companies and teams with a focus on novel business models and product launches, including therapies, diagnostics and FMCG products. Peter founded and has led Diaceutics from its inception in 2005 to become a leader in precision testing commercialisation which currently supports the go to market biomarker programmes for the world’s largest pharmaceutical companies. Peter has published several peer reviewed papers on precision medicine and is a respected speaker at precision medicine events around the world.
Phillip White, CFO
Philip has over 15 years’ management and financial experience, and has been Chief Financial Officer of Diaceutics since 2011.
Prior to joining Diaceutics, Philip was involved in developing Asian supply chains, export expansion into EU and growth by acquisition, successfully integrating two key corporate acquisitions. Philip has in the past been a long term board member of a UK charity. He has responsibility for all financial and risk management operations and works with the executive management team to develop and implement strategies across the organisation.
Company Presentation – IBT
International Biotechnology Trust plc (www.ibtplc.com) offers investors access to the fast-growing biotechnology sector through an actively managed, diversified fund. Its lead investment managers at SV Health Investors are scientifically trained with over 35 years of experience in this specialist sector between them. They are supported by over 50 specialist biotech investment professionals at SV Health Investors in London and Boston. As well as investing in a wide-ranging portfolio of global quoted biotechnology stocks, International Biotechnology Trust includes a small allocation to otherwise inaccessible earlier stage unquoted investments predominantly via one of SV’s venture funds. These investments have the potential to deliver additional returns over the long term. Excellent management teams, unique innovative products and strong potential for outperformance are the key criteria for inclusion in IBT’s diversified portfolio of assets.
Ailsa Craig, Lead Investment Manager
Ailsa joined SV Health Investors in November 2006, where she is part of the public markets focused team. Ailsa was appointed as Joint Lead Investment Manager of the Trust in March 2021.
Marek Poszepczynski, Lead Investment Manager
Marek joined SV Health Investors in 2013, working as a portfolio manager for IBT. Marek was appointed Joint Lead Investment Manager of the Trust in March 2021.
Lucy Costa Duarte, Head of Investor Relations
Lucy has served as Head of Investor Relations for IBT since 2016.
Prior to this, Lucy spent 13 years in Equity Capital Markets at Schroders and then Citi, specialising in IPOs and follow-on equity issuance for companies from the emerging markets of Europe, the Middle East and Africa. She holds a BA in Modern Languages (Russian/German) from Durham University.