AnteoTech (ADO) Investor presentation summary

Business profile

• Established in 2000 and listed on the ASX in 2006; a proprietary chemical and advanced-materials platform serves life sciences and next-generation batteries.

• Life sciences products serve target markets with ~US$90B in annual sales; operations include laboratories, testing facilities and a pilot plant.

AnteoBind platform

• AnteoBind uses proprietary surface chemistry to bind antibodies and other biomolecules to diagnostic surfaces; AnteoBind NXT is designed to improve assay performance and manufacturing efficiency.

• Stated product benefits include up to 90% lower antibody requirements, up to 45 times higher signal versus traditional chemistries, coating stability over 12 months, and improved compatibility and specificity.

• Applications span lateral flow, CLIA, ELISA and biosensors, including particle conjugation, magnetic bead activation, microplate coating and biomolecule immobilisation on sensor surfaces.

Commercial position

• Signed a five-year, US$1.8M take-or-pay supply agreement with Serum Institute of India in mid-2024; distributor arrangements include Cosmo Bio in Japan and KOMA in South Korea.

• A paid CLIA development program with a major global life sciences company is in progress; sample evaluations and sales-qualified leads span four diagnostic platforms.

• Platform discussions underway: 17 lateral flow, 9 CLIA, 2 ELISA and 3 biosensor organisations; counts may overlap across application categories.

• Commercial priorities are to progress evaluations and pursue supply agreements in lateral flow, CLIA and ELISA, while exploring biosensors and next-generation diagnostics.