Alex Etlin, PhD Vickie Zhang, PhD(c) Brandon Lujan, MD Luke Lee, MBA

Advanced Retinal Diagnostic Imaging Services

Total Interviews: 101

Age-related Macular Degeneration (AMD)

Age-related Macular Degeneration (AMD)

Advanced Form

Age-related Macular Degeneration (AMD)

Advanced FormEarly Form

Age-related Macular Degeneration (AMD)

Advanced FormEarly Form

Total Available Market$12 billion

Target Market$120 million

How big is the opportunity?

How will it work?Clinician Patients with AMD

ARDIS: Analysis ARDIS: Acquisition

Asymptomatic individuals over age 60

Customer Segments

Asymptomatic individuals (> 60)

Patients with mild AMD

Clinicians

We interviewed > 30 asymptomatic older adults & AMD patients

• Asymptomatic adults don’t care to be imaged

• Most AMD patients would like to be monitored more frequently

We interviewed 40 clinicians

What do clinicians say?

Clinical evidence showing frequent monitoring results in better patient outcomes.

Clinicians don’t think they should pay for our service.

LILLIE MOSADDEGH MD

To get and keep patients,

“you have to provide easy access and financial support so patients don’t have to pay.”

Then patients would want to show up

We learned:Customer segments What do they want?

Asymptomatic individuals

Patients Would like to be monitored frequentlyPrefer easy access to careSome are willing to pay

Clinicians Want to see clinical evidenceDo not want to pay

Who should be our payers?Insurance companies? Pharma companies?

What do insurance companies say?

• Clinical evidence that frequent monitoring leads to better patient outcomes

• Frequent monitoring would reduce overall healthcare costs!

Validation: Early detection of disease progression => decrease cost of treatments

CLINICAL TRIAL

What does industry say?

Industry: Overwhelmed by Data

“We Need insight from

existing clinical data”

To better design what is coming next:

Who to include?What endpoints?

ARDIS: Value-added Analysis

Where do we go from here?

1. Already submitted three analysis proposals

2. How can we build value using other’s data?

3. Perform our own trial and protect insights

Pilot Clinical Data: Frequent Monitoring Matters

San Francisco VA Medical Center

Investment Readiness