Oxford Nanopore Technologies Plc · LSE:ONT
Oxford Nanopore Technologies — J.P. Morgan Healthcare Conference 2026
18 slides from Oxford Nanopore Technologies's conference presentation, Jan 12, 2026
Slide 1: Oxford Nanopore: The next chapter of growth in biological analysis
Oxford Nanopore The next chapter of growth in biological analysis J.P. Morgan Healthcare conference 12 January 2026
Slide 2: Disclaimer
2 Disclaimer This presentation has been prepared by Oxford Nanopore Technologies plc (“Oxford Nanopore”) for Oxford Nanopore Technologies products are labelled RUO. Products labelled/branded as Oxford information purposes only and does not constitute an offer of, or solicitation to purchase or Nanop
Slide 3: Our long-term vision is to enable the analysis of anything, by anyone, anywhere
3 Our long-term vision is to enable the analysis of anything, by anyone, anywhere We empower people to explore and answer biological questions with our transformative technology platform Anything Anyone Anywhere Multi-omics analysis of any sample Broader communities from large labs Environments from
Slide 4: A new generation of single molecule sensing
A new generation of single molecule sensing Features address unmet needs: global reach for substantial global opportunity Multi-Omics platform: • Genomics • Epigenetics • Transcriptomics, • Epitranscriptomics Proteomics in development, other molecular sensing possible Validated technology: >20,000 C
Slide 5: Strong FY25 performance; continued outperformance
5 Strong FY25 performance; continued outperformance ~28% 5YR Revenue CAGR FY25 preliminary numbers £223-224m Revenue ~24% CC revenue growth >20% 2020 2021 2022 2023 2024 2025 CC revenue growth delivered in in all regions ( EMEAI, APAC and AMR) >20,000 publications 20000 >70% Cumulative number of pee
Slide 6: Driving above-market growth in our four key markets
6 Driving above-market growth in our four key markets Revenue by customer type end-market1 Applied Industrial ~27% YoY growth Customers utilising sequencing for application in industrial or service setting, e.g. manufacturing or ~12% outsourced Synthetic biology. Applied Research1 markets ~13% Clini
Slide 7: Unique platform benefits driving sustained, above market growth
7 Unique platform benefits driving sustained, above market growth Richer Insights Rapid Accessible & affordable Need for speed from What’s missing matters from Biopharma QC to clinical More communities, discovery to applied markets Dynamic insights with more environments adaptive sampling
Slide 8: Oxford Nanopore resolves richer biological information
8 Oxford Nanopore resolves richer biological information
Slide 9: Refinement of commercial strategy
9 Refinement of commercial strategy Focus on higher priority segments where ONT has high potential to disrupt or differentiate Serviceable Addressable Across four end markets, including multiple With a focus on high-priority Market Opportunity market segments segments for ONT $20-25B $20-25B $20-25B
Slide 10: Partnerships and collaborations: a key strategy to drive growth
10 Partnerships and collaborations: a key strategy to drive growth and optimise solutions for our customers ATCGGTAACCTTGGAA Results Sample Nanopore Tertiary Sample Sample Library Flow Cell Secondary into data Enrichment/ Adapter Sequencing Basecalling Data streaming analysis and collection extracti
Slide 11: Collaborations driving our translational journey
Collaborations driving our translational journey Human & Infectious Disease Discovery Translation Translation Translation Translation science to humans to patients into practice to community Breakthrough Forging new ground Move to specialist Deploy in Next generation research in clinical research ce
Slide 12: Enabling researchers to discover more biology: what's missing matters
12 Enabling researchers to discover more biology: what’s missing matters Unmet research market needs addressable through faster, information-rich, and accessible analyses include: Research $8-10B • Comprehensive DNA and RNA • Translational clinical trials opportunity • Targeted DNA and RNA & diagnos
Slide 13: Richer insights, delivered faster, drive promising clinical applications
13 Richer insights, delivered faster, drive promising clinical applications Unmet clinical market needs addressable through faster, information-rich, and accessible analyses Infectious Disease: Acute infections Clinical include: Oncology: ~$10B Genetic disease: • Tumour profiling, Rapid panels e.g.
Slide 14: In Biopharma QC, slow analyses can be replaced with nanopore assays
14 In Biopharma QC, multiple slow and resource-intense analyses can be replaced with nanopore assays Unmet Biopharma market needs addressable through simpler, information-rich, and accessible analyses include: Biomanufacturing • Characterisation and Qualification of Master & Working cell-banks QC ~$
Slide 15: Innovation to drive trends, product development to drive adoption
15 Innovation to drive trends, product development to drive adoption Delivering growth in 2025 and beyond Frontier Innovations to drive trends Product development to drive adoption New frontiers in DNA modification Enhancing robustness and high performance at scale • Sequence and epigenetic informat
Slide 16: Looking ahead to 2026
16 Looking ahead to 2026: marrying maturing nanopore platforms and workflows with frontier innovation 01 02 03 Increasing output on PromethION for scaled, Maturing products for end-to-end workflows Towards protein sensing: affordable multi-omic genomes and regulated environments accurate peptide ana
Slide 17: Key takeaways
17 Key takeaways 01 02 03 Strong FY25 performance; ~24% Well capitalised to deliver business With strong foundations for CC. Broad based revenue growth goals; ~ £302m cash, cash growth, now moving to next stage delivered across all customer end equivalents and of scaleup. markets, product types and
Slide 18: Thank you
Thank you Oxford Nanopore Technologies, the Wheel icon, AmPORE-TB, ElysION, EPI2ME, Flongle, GridION, MinION, MinKNOW, PromethION, and TraxION are registered trademarks or the subject of trademark applications of Oxford Nanopore Technologies plc in various countries. Information contained herein may
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