8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

January 7, 2013

Date of Report (Date of earliest event reported)

BIOLASE, INC.

(Exact name of registrant as specified in its charter)

Delaware	000-19627	87-0442441
(State of Incorporation)	(Commission File Number)	(IRS Employer Identification Number)

4 Cromwell

Irvine, California 92618

(Address of principal executive offices) (Zip Code)

(949) 361-1200

(Registrant’s telephone number, including area code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Item 7.01 Regulation FD Disclosure.

On January 7, 2013, Frederick Furry, Chief Operating Officer and Chief Financial Officer of Biolase, Inc. (the “Company”) will deliver a presentation at the Sidoti Annual NY Micro Cap Conference that will include a written communication comprised of slides. The slides from the presentation are attached hereto as Exhibit 99.1, and are hereby incorporated by reference.

A copy of the slides will be available for viewing and download at http://www.biolase.com/investors for thirty days.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

99.1 Presentation material from the Sidoti Annual NY Micro Cap Conference, dated January 7, 2013.

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	BIOLASE, INC.
Date: January 7, 2013	By:	/s/ Federico Pignatelli
		Federico Pignatelli
		Chairman and Chief Executive Officer

3

Exhibit Index

Exhibit No.	Description
99.1	Presentation material from the Sidoti Annual NY Micro Cap Conference, dated January 7, 2013.

4

EX-99.1

Fred Furry, COO & CFO

January 7, 2013

Nasdaq: BIOL

PAGE

1

EXHIBIT 99.1

This presentation may contain forward-looking statements that are based on our current expectations, estimates

and projections about our industry as well as management’s beliefs and assumptions. Words such as “anticipates,”

“expects,”

“intends,”

“plans,”

“believes,”

“seeks,”

“estimates,”

“may,”

“will,”

and variations of these words or similar

expressions are intended to identify forward-looking statements. These statements include projections about our

future earnings and margins and speak only as of the date hereof. Such statements are based upon the information

available to us now and are subject to change. We will not necessarily inform you of such changes. These

statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions

that are difficult to predict. Therefore our actual results could differ materially and adversely from those expressed in

any forward-looking statements as a result of various factors. The important

factors which could cause actual results

to differ materially from those in the forward-looking statements include, among others, a downturn or leveling

off of

demand for our products due to the availability and pricing of competing products and technologies, adverse

international market or political conditions, a domestic economic recession, the volume and pricing of product sales,

our ability to control costs, intellectual property disputes, the effects of natural disasters and other events beyond our

control and other factors including those detailed in BIOLASE’s filings with the Securities and Exchange

Commission including its prior filings on Form 10-K and 10-Q.

PAGE

2

Safe Harbor Statement

•

We are a biomedical company focused on developing, manufacturing, and selling

dental lasers using our revolutionary, proprietary WaterLase technology.

•

We also market and distribute:

–

dental imaging equipment,

–

intra-oral scanners, and

–

other products designed for dental & medical procedures.

•

Net revenue of $49M in 2011; up 87% over 2010.

•

Projecting net revenue >$18M for Q4 and  gross revenue >$57.4M for 2012.

BIOLASE Company Overview

PAGE 3

–

up 34% over adjusted net revenues of $43M in 2011, which excludes prepaid purchase

orders to Schein totaling $5.9M.  2012 gross revenue excludes $1.1M inventory

repurchase in Q2.

Step

Technology

BIOLASE Product Offering

Diagnose and establish

treatment protocol

3D cone beam imaging

•

NewTom

(QR/Cefla)

•

DaVinci

Imaging

(Cefla)

Treatment: all tissue surgical

device

WaterLase

•

WaterLase iPlus

•

WaterLase MDX

•

WaterLase MD Turbo

Treatment: soft tissue

surgical device

Diode laser

•

EPIC

10

diode

laser

•

iLase

portable, battery operated diode

laser

Impression taking for crowns

Digital

•

TRIOS

intra-oral scanner (3Shape)

PAGE 4

BIOLASE’s Total Technology Solution

•

WaterLase is a biological method to cut tissue.

•

Water molecules within tissue absorb the laser energy from

the WaterLase, expand, and vaporize, which causes a

biological ablation of the tissue.

–

There is very little trauma or bleeding,

–

No heat or vibration are generated, and

–

Causes little or no pain.

–

Significantly reduces cross contamination.

WaterLase All-Tissue Lasers

PAGE 5

•

Extensive patent protection.

How It Works: WaterLase High Speed Cutting

PAGE 6

WaterLase Side by Side with Drill

PAGE

7

WaterLase Soft Tissue Lingual Frenectomy

PAGE

8

WaterLase Atraumatic Pediatric Tooth Extraction

The WaterLase

aiming beam 

does not cut the

tissue or generate

heat.  The tissue

is cut biologically,

with little or no

pain, when the

laser energizes

water at the

molecular level.

PAGE 9

176,000

dentists

in

US

&

Canada.

1.2M+ dentists in 134 countries.

–

rapid

growth

in

emerging

economies

e.g. China, India & Indonesia.

Current market penetration.

–

approx. 5.0% of dental practices in US.

–

approx. 1.5% worldwide.

Each incremental 1% market penetration equals over $600M revenue.

Dental laser market opportunity is in excess of $50B.

BIOLASE’s Market Opportunity

1

American Dental Association. 

2

World Federation of Dentistry. 

PAGE 10

Est. total global market

BIOLASE systems sold worldwide 1998-present

20,000+

1,200,000

1

2

Dominant Market Position

Hard-tissue Dental Laser Market

Total Dental Laser Market

80%

45%

BIOLASE Market Share

PAGE 11

EPIC 10 total diode solution

–

regulatory clearance late Q3 (EU) & early Q4 (US) 2012.

–

cleared for 3 unique uses:

Soft Tissue Surgery,

Whitening,

Pain Therapy.

iLase

–

portable diode laser.

–

no foot pedal, power cord, or external controls.

Diode Soft-Tissue Dental Lasers

PAGE 12

TRIOS intra-oral

scanner and cart:

–

digital impression

taking.

–

handheld scanner,

operator's control

cart, and software.

–

North American

distribution

agreement

through Aug 2017.

In-Licensed Products

NewTom and Cefla

3D cone beam

imaging products:

–

medical grade

imaging

technology.

–

less cost, less

radiation exposure.

–

U.S. & Canada

distribution

agreement through

Feb 2015.

PAGE 13

PAGE 14

•

291 patents issued & pending.

•

70% are related to WaterLase technology & medical lasers.

Extensive Patent Portfolio

Issued &

Active

Pending

Total

U.S.

81

52

133

International

81

77

158

Total

162

129

291

Returned to direct sales model in North America in August 2010.

Currently consists of 47-person team:

–

37 direct outside sales.

–

10 inside sales representatives and lead generators.

Targeted plans for 42-45 outside reps and 12-15 inside reps.

Global sales offices:

–

Current: Irvine, CA (USA), Floss (Germany), Madrid (Spain),Shanghai (China),

and Mumbai (India).

–

Planned: Dubai (UAE) and Rio de Janero (Brazil).

Sales and Marketing

PAGE 15

Gross Revenue and Influencers

Launched

Cefla’s NewTom

Cone Beam

Imaging products

Introduced iLase™

hand-held soft-

tissue diode laser

Introduced DaVinci

Imaging™

products

Launched

WaterLase

®

iPlus™

all-tissue laser

Launched 3Shape’s

TRIOS™

intra-oral

scanner

CE Mark & FDA

clearance for EPIC 10

F. Pignatelli becomes

Chairman and CEO;

Ended exclusive  global

distribution agreement

with Henry Schein, Inc.

Introduced

WaterLase

®

MDX™

all-

tissue lasers

PAGE 16

$4.4

$5.9

$6.2

$9.7

$10.6

$12.1

$13.1

$13.2

$12.3

$13.3

$13.8

>$18M

$0.0

$5.0

$10.0

$15.0

$20.0

Q1 '10

Q3 '10

Q4 '10

Q1 '11

Q2 '11

Q3 '11

Q4 '11

Q1 '12

Q2 '12

Q3 '12

Q4 '12

Q2 '10

Gross Revenue Trend Analysis

(1)  Represents gross revenue for Q2 2012, which does not reflect $1.1 million inventory repurchase from Henry Schein, Inc.

(2)  Estimated revenue guidance of >$18M for Q4 2012, last revised January 7, 2013.

PAGE 17

$-

$5

$10

$15

$20

Q4 2010

Q1 2011

Q2 2011

Q3 2011

Q4 2011

Q1 2012

Q2 2012 (1)

Q3 2012

Q4 2012 (2)

Royalties

Other

Imaging

Diodes

WaterLase

•

Continued adoption of core laser products.

–

The WaterLase product line, particularly the iPlus, has demonstrated a solid

growth trend over the past 8 quarters.

–

Significant demad for our EPIC 10 diode soft tissue laser.

•

Growth of Imaging Division (cone beam and cad-cam).

•

Additional new product introductions based on our core technologies.

–

Two

510(k) submissions currently under FDA review.

–

Three additional submissions planned to be filed in near term.

–

More submissions planned for later in 2013.

•

Expand into new markets beyond dentistry.

Growth Strategy

PAGE 18

•

Ongoing growth in core WaterLase sales and trend of adoption.

•

High demand for our new EPIC 10 soft tissue diode laser.

•

Recent & planned new product introductions.

–

EPIC 10 & TRIOS introduced second half of 2012.

–

Additional product launches based on core technologies planned for 2013 and

beyond.

•

Strong IP protection with additional patents pending.

•

Addressing $50B dental laser market opportunity.

–

Large market with little competition for all-tissue lasers.

–

Significant opportunities for WaterLase in other medical markets.

•

Improved financial position.

Investment Considerations

PAGE 19

PAGE 20

•

Over 180 employees worldwide.

•

Sales offices in Floss (Germany), Madrid (Spain),

Shanghai (China), and Mumbai (India); expansion

planned in Dubai (UAE), and Rio de Janero (Brazil).

•

Floss also has service and manufacturing capabilities.

BIOLASE Europe in Floss, Germany

•

Corporate HQ: Irvine, California.

•

57,000 sq. ft. facility houses finance &

administrative, sales, marketing, customer care,

training, manufacturing, and R&D.

•

Can accommodate growth to $250 million.

BIOLASE Today

BIOLASE Corporate Headquarters in Irvine, California

Fred Furry

COO & CFO, BIOLASE, Inc.

949.226.8124

ffurry@biolase.net

PAGE

21

Lisa Wilson

President, In-Site Communications, Inc.

212.759.3929

lwilson@insitecony.com