Slide 1: Transforming health through the human microbiome: Q2 FY24 Results
rsonal use only Transforming health through the human microbiome Q2 FY24 Results 30 January 2024
Slide 2: Disclaimer
Disclaimer This presentation (Presentation) has been prepared by Microba Life Sciences Limited (Microba). Summary information - This Presentation contains summary information about Microba and its activities which is current only as at the date of release of this Presentation. Microba may in its abs
Slide 3: Two core business segments driven by a proprietary databank
Two core business segments driven by a proprietary databank Services Databank Therapeutics rsonal use only Proprietary databank Data Insights Health Data Customer Novel Testing Therapies Biome Data Microba provides testing Data-driven therapeutics and data analysis for a fee platform developing to c
Slide 4: Company Snapshot
Company Snapshot rsonal use only Continuous YoY Partnerships with market leaders Large, unique, proprietary revenue growth over incl. Sonic Healthcare (ASX: SHL), microbiome databank 5 years of operations Ginkgo Bioworks (NYSE: DNA), SYNLAB (GR:SYAB) + more 3 key therapeutic programs World-leading t
Slide 5: Recent Milestones
Recent Milestones SUCCESSFUL UK ACQUISITION SUCCESSFUL PHASE I CLINICAL TRIAL 2ND ALLERGY PROGRAM rsonal use only FOR IBD LEAD DRUG CANDIDATE AGREEMENT SIGNED Phase I Clinical Trial of Microba’s lead Agreement signed with IFF (NYSE: IFF) therapeutic candidate MAP 315 to develop novel microbiome-base
Slide 6: Microbiome Services
rsonal use only Microbiome Services Driving global revenues and data growth 6
Slide 7: Q2 Financial Highlights – Strong revenue growth
Q2 Financial Highlights – Strong revenue growth Q2 Revenue growth YoY* rsonal use only • Growth in H1 Revenue growth YoY* MetaXplore (A$m) translating into (A$m) strong sales and 2.19 79% 3.27 52% revenue growth YoY YoY • Major partner SYNLAB, Europe’s 2.15 largest medical 1.22 1.51 119% 2.26 97% di
Slide 8: Advanced microbiome testing addressing large markets in healthcare
Advanced microbiome testing addressing large markets in healthcare Addressable Healthcare Markets rsonal use only Gastrointestinal disorders Gastrointestinal infection Is the microbiome contributing to the patients Does the patient have a pathogen and how can I DGBI and how can they manage? selectiv
Slide 9: Significant international distribution
Significant international distribution Partners provides access into 35 countries with 17 now operational rsonal use only Strategic acquisition unlocking a geographical base and laboratory in the UK, supporting the next phase of Microba’s international growth strategy. Operating Team and/or Laborato
Slide 10: UK Strategic Acquisition
rsonal use only | UK Strategic Acquisition 10
Slide 11: Unlocking the UK market through a targeted acquisition
| Unlocking the UK market through a targeted acquisition Multiple growth opportunities and rsonal use only • UK microbiome company Invivo Clinical acquired in Microba synergies December 2023 • Microba’s MetaXplore test positioned to be • Over 1,700 healthcare professional customers* delivered to Inv
Slide 12: Strengthening Invivo's position in GI microbiome testing
| Strengthening Invivo's position in GI microbiome testing A platform for UK market entry and growth of Microba’s MetaXplore test rsonal use only “From our leading position in market, we expect Microba’s world leading MetaXplore will become the most favoured microbiome test for healthcare 79% profes
Slide 13: Invivo Clinical H1 FY24 sales performance
| Invivo Clinical H1 FY24 sales performance rsonal use only H1 FY24 Key sales metrics $4.39m 49% 4,208 62,527 H1 Sales H1 Gross Margin H1 Tests Sold H1 Supplements Sold United Kingdom Financial Year H1 FY24 runs from 1 April to 31 September 2023. 13
Slide 14: Microbiome Therapeutics
rsonal use only Microbiome Therapeutics Developing novel monoclonal microbial cell therapies
Slide 15: Recent Program Highlights
| Recent Program Highlights Inflammatory Bowel Disease Program rsonal use only MAP315 Phase I completed, product safe and well tolerated. Positive MOA data generated. Trial completed and data confirms that MAP315 is safe and well tolerated. Data also indicates potential engraftment of MAP 315. Multi
Slide 16: Precision Microbiome Therapeutics and Novel Pipeline
Precision Microbiome Therapeutics Novel Pipeline of Microbiome Therapies Precision microbiome analysis platform delivering unparalleled Potent and novel biology mediated by Live Biotherapeutic strategy accuracy, coverage & depth. Scalable GMP manufacturing process rsonal use only Data driven
Slide 17: Pioneering an Advanced AI/ML Approach to Next Generation Precision Live Biotherapeutics
| Microba is Pioneering an Advanced AI/ML Approach to Development Next Generation Precision Live Biotherapeutics rsonal use only Worlds most advanced bioinformatic pipeline for metagenomic microbiome analysis Large human dataset w deep health metadata powering AI/ML* discovery Repeatable pipeline of
Slide 18: Human data driven insights
Human data driven insights rsonal use only Microbiome OA NAFLD RA Databank IBS Asthma Eczema Health Data PS IBD T2D Neurological Disorders and Mental Health Biome Data GORD Lupus Obesity IO CVD Precision Microbiome Therapeutics 18
Slide 19: Big data powered therapeutics from the human microbiome
Big data powered therapeutics from the human microbiome Target Prediction Disease Relevant Activity rsonal use only Disease Donor Prevalence Isolation Human Data Driven Precision AI & Machine Microbiome Health Data Learning Therapeutics Biome Data In Silico Analysis Species Supportive Identification
Slide 20: Therapeutic Pipeline
| Therapeutic Pipeline rsonal use only Development Core Program Discovery R&D Preclinical Phase 1 Phase 2 Phase 3 Partners Undisclosed (LBP) IBD (Ulcerative Colitis) MAP 315 (LBP) Undisclosed Immuno-oncology (LBP) Undisclosed Autoimmune (LBP) • Live Biotherapeutic Product (LBP) 20
Slide 21: Advancing allergy treatment - partnership with IFF
| Advancing allergy treatment - partnership with multi-national probiotics leader IFF Stage 1 complete discovering therapeutic leads rsonal use only Nov 2021 Microba signed a therapeutic partnership with IFF to develop novel treatments for multiple forms of allergy NYSE IFF | Market cap $19.6B* |
Slide 22: Inflammatory Bowel Disease Program
| Inflammatory Bowel Disease Program rsonal use only MAP 315 Proposed Mechanism of Action in IBD Inflammatory Bowel Disease affects more that 6 million people globally. Many of the current therapeutics suffer from poor compliance, undesirable side-effects and achieve low rates of mucosal healing. MA
Slide 23: MAP 315 is safe and well tolerated in a Phase I clinical trial
| MAP 315 is safe and well tolerated in a Phase I clinical trial Phase I Clinical trial of MAP 315 completed in Australia rsonal use only • FDA pre-IND feedback positive • Lead drug candidate MAP 315, demonstrated it is safe and well tolerated at both low and high doses in the Phase I, healthy volun
Slide 24: Oncology Program
| Oncology Program rsonal use only Our Oncology Leads Drive Potent Biology and May Turn Cold Tumours Hot CD3 CD4 CD8 NK1.1 • Little or no increase in T cell infiltrate by ICI only (“responder” mice slightly higher) • MH60 causes higher CD4 and CD8 infiltration • MH62 causes higher CD4 infiltration 2
Slide 25: Autoimmune Program
| Autoimmune Program Significant hit rate and potency observed in primary screens rsonal use only Suppression of Th1 Immune Response Inflammasome Suppression % Inflammasome Activity Microba Leads Suppression % Immune Microba Leads Microba Leads PBMC based immune suppression assay data showing Inflam
Slide 26: Developing the 3rd Generation of Microbiome Therapeutics
Microba is developing the 3rd Generation of Microbiome Therapeutics using a human data driven approach 1 First Generation 2 Second Generation 3 Next Generation rsonal use only Fecal Doner Derived & FMT Bacterial Consortia Single Strain & Small Molecule FDA approval Nov 30 2022 Vedanta Biosciences Fa
Slide 27: Recent IBD and microbiome deals
| Recent IBD and microbiome deals Licensee / Licensor / Target Date Type Deal size Indication / clinical stage Acquiror rsonal use only October 2023 Acquisition Total deal size: US$7.2b Ulcerative Colitis (Phase 2) Apr 2023 Acquisition Total deal size: US$10.8b Ulcerative Colitis (phase 2) Crohn’s d
Slide 28: Outlook
Outlook MICROBA Ajuo asn yeuosia
Slide 29: Upcoming Company Milestones
Upcoming Company Milestones 2023 2023 2024 APR - JUN JUL - DEC JAN - MAR rsonal use only Services Services Services New international distribution deals New country expansion Invivo Clinical integration Therapeutics - IBD MAP 315 program Services Services HREC Approval for Phase I trial First Sonic
Slide 30: Therapeutic program milestone tracking
| Therapeutic program milestone tracking Inflammatory Bowel Disease Immuno-Oncology Program Autoimmune Diseases rsonal use only PHASE I COMPLETE PRECLINICAL STAGE 2 SCREENING Recently Completed Recently Completed Recently Completed Phase I HREC approval Leads discovered Program commenced cGM
Slide 31: Contact
rsonal use only Dr Luke Reid CONTACT Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Brisbane QLD Australia Pasquale Rombola Laboratory Chairman Princess Alexandra Hospital pasquale.rombola@microba.com Woolloongabba QLD Australia Authorised for release by the Boa