2 Bionics Certificate Investment Case ➢ Innovations in the fields of medicine, artificial intelligence, robotics and sensors are finally giving a new life to medical technologies and are making human enhancement a reality ➢ Bionics, which is taking on human body dysfunctions and disabilities and, more globally, helping improve the wellness and lifespan of the world population, benefits from long-term drivers: ✓ an ageing world population and a shortage of donated organs ✓ major technology breakthroughs leading to an impressive product pipeline ✓ an improving outlook for the reimbursement of bionic devices by insurers or health agencies ➢ Bionics is not only about next-gen prosthetics, it also covers artificial organs, wearable devices, surgical and medical robots, synthetic biology, biotechnology and artificial intelligence Bionics Certificate details ✓ Issuing bank: Natixis, Calculation agent: Natixis SA ✓ ISIN: XS1317063912 ✓ Currency: USD ✓ Fees: 1.65% management fee + 15% performance fee, high water mark ✓ Bloomberg ticker: NXSRBION
3 Bionics Certificate
4 Bionics Certificate Bionics Is The Merger Between Biology And Electronics Fixing our body dysfunctions Leveraging on Life mechanisms ➢ Replacing limbs and organs ➢ Using them for specific purposes Seconding humans Improving health ➢ Monitoring metabolism ➢ In particular for surgery
5 Bionics Certificate Elderly Population Increasing Exponentially ➢ According to the UN, the population aged 60 years or over will grow from 962M in 2017 to 2.1Bn in 2050 , while the population >80 years old will grow from 137M to 425M ➢ The bulk of the growth comes from Asia : 66% growth of people >60 years old
6 Bionics Certificate We Are Living Longer But Not Necessarily Better >120k people 1.3 billion 466 million in the US are About 15% of people are people have waiting for the global visually disabling lifesaving population impaired hearing loss organ has a disability transplants Source: AtonRa Partners, WHO
7 Bionics Certificate When Moore’s Law Comes To The Labs ➢ Medical technology innovations are made possible thanks to advances in: Precision Sugery Artificial Chips intelligence Genomics Genetic Modification Virtual Reality Crowdsourcing Nanotechnology 4D Printing ➢ Research is performed on extending Moore’s Law by optimizing chip technology ➢ Quantum computing will further extend Moore’s law exponentially
8 Bionics Certificate Health Coverage Of Bionic Devices Has Been An issue… ➢ The price of bionic devices has been unsurprisingly high until now (between $50,000 and $150,000 for an eye or limb device and surgery) ➢ Encouragingly, coverage by Medicare in the US seems to be heading in the right direction … But Likely To Gradually Expand As Benefits Outweigh Declining Costs ➢ Declining costs and social welfare : a major catalyst for expanded health coverage ✓ some of the technologies used will mature over the years and become less costly ✓ a bionic device can allow people to keep working and return to work more quickly
9 Bionics Certificate Bionics Expected To Grow At A Fast pace A $113B MARKET BY 2023 CAGR 17-23 Exoskeletons ($2.8B) 45.2% Synthetic Biology ($37.2B) 27.7% AtonRâ Medical Robots ($17.6B) 22% Bionics Wearable Medical Devices ($14.4B) 18.3% Artificial Organs & Bionics ($38.7B) 9% Healthcare 3D printing ($2.5B) 7.5% MedTech ($522B) 5.6% Source: Grand View Research, Marketsandmarkets, Mordor Intelligence, Chief Observer, Infoholic
10 Bionics Certificate The Bionic Man Is Now A Reality Bionic Limbs Exoskeletons Bionic Hearts Bionic Ears Bionic Eyes Bionic Brains
11 Bionics Certificate Synthetic Biology: Making The Impossible Possible ➢ Synthetic biology is the engineering of biology: the synthesis of complex, biologically based systems which display functions that do not exist in nature ➢ While products that utilize synthetic biology are yet to be commercialized, this market is set to literally explode in the next few years driven by demand for improved drugs and vaccines ➢ Key constraints are mostly ethics and bio-security/safety , as synthetic biology can be misused
12 Bionics Certificate Medical Robots – New Means For Better Medicine ➢ Surgical robots : console, surgical arms, monitoring systems ➢ Telemedicine Robots ➢ Artificial Intelligence applications for diagnosis, monitoring or learning new surgical procedures ➢ Rehabilitation robots , exoskeletons ➢ Robots working in sterile IV (intravenous) preparation rooms .
13 Bionics Certificate Artificial Organs Turning Into Everyday Wearable Devices ➢ The first artificial organ was designed in 1943 to replace a deficient kidney: a dialyzer BIONIC BODY PARTS ➢ Today, 60-70% of human body functionalities can be artificially performed as demonstrated by Frank, the bionic man Bertolt Meyer designed in 2013
14 Bionics Certificate Medical Wearable Devices: An Important Link In The Chain Diagnostic Diagnostics Home Healthcare Telehealth Therapeutics MiniMed 670G: closed loop The Bionic Pancreas: a fully The Zephyr BioPatch: a FDA- system that self-adjusts to autonomous, dual-hormone system cleared small device monitoring maintain the sugar level in range the vital signs
15 Bionics Certificate The Advent Of Brain-Connected Prosthetics Prosthetics are now on their way to offering real limb replacement… ➢ ➢ A cochlear implant does the work of damaged parts of the inner ear… ➢ A bionic eye complements impaired retinas… ➢ Sensors deliver electrical signals to the nervous system, enabling the brain to feel / hear / see
16 Bionics Certificate Benefits vs. Risks Increased accuracy Safety checks
17 Disclaimer This report has been produced by the organizational unit responsible for investment research (Research unit) of AtonRâ Partners and sent to you by the company sales representatives. As an internationally active company, AtonRâ Partners SA may be subject to a number of provisions in drawing up and distributing its investment research documents. These regulations include the Directives on the Independence of Financial Research issued by the Swiss Bankers Association. Although AtonRâ Partners SA believes that the information provided in this document is based on reliable sources, it cannot assume responsibility for the quality, correctness, timeliness or completeness of the information contained in this report. The information contained in these publications is exclusively intended for a client base consisting of professionals or qualified investors. It is sent to you by way of information and cannot be divulged to a third party without the prior consent of AtonRâ Partners. While all reasonable effort has been made to ensure that the information contained is not untrue or misleading at the time of publication, no representation is made as to its accuracy or completeness and it should not be relied upon as such. Past performance is not indicative or a guarantee of future results. Investment losses may occur, and investors could lose some or all of their investment. Any indices cited herein are provided only as examples of general market performance and no index is directly comparable to the past or future performance of the Certificate. It should not be assumed that the Certificate will invest in any specific securities that comprise any index, nor should it be understood to mean that there is a correlation between the Certificate’s returns and any index returns. Any material provided to you is intended only for discussion purposes and is not intended as an offer or solicitation with respect to the purchase or sale of any security and should not be relied upon by you in evaluating the merits of investing in any securities.
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