Insight Molecular Diagnostics Inc. · NASDAQ:IMDX
Insight Molecular Diagnostics — Oncocyte — Shareholder Meeting (July 2022)
22 slides from Insight Molecular Diagnostics's shareholder meeting presentation, Jul 15, 2022
Slide 1: Driving a Paradigm Shift for Patient Management
Driving a Paradigm Shift for Patient Management Annual Shareholder’s Meeting July 15, 2022
Slide 2: Forward Looking Statement
Forward Looking Statement Any statements that are not historical fact (including, but not limited to statements that contain words such as “will,” “believes,” “plans,” “anticipates,” “expects,” “estimates,” “may,” and similar expressions) are forward-looking statements. These statements include, amo
Slide 3: Our Mission
Our Mission Oncocyte is a precision diagnostics company with a mission to improve patient outcomes by providing personalized insights that inform critical decisions throughout the patient care journey. 3
Slide 4: 2021 Year in Review
2021 Year in Review… OCX is Saving Cancer Patient’s Lives!!! 1134 + Patients Served Patients’ friends, families, and loved ones’ lives touched 118 286 Ordering New Physicians Onboarded added Accounts 4
Slide 5: 4 major products
We are Poised To Deliver on Our Portfolio Promise! 2019/2020 2021 2022 2023+ Acquired technology to Launched DetermaRx, Drive market demand for Drive revenue growth expand portfolio to continued product portfolio, expand indications, across all products, minimize risk of development of portfolio, su
Slide 6: From a One Product Company to a Rich Portfolio in Oncology and Transplant
From a “One Product Company” to a Rich Portfolio in Oncology and Transplant 6
Slide 7: Oncocyte's Determa Platform Strategy
Oncocyte’s Determa Platform Strategy Delivering Precision Diagnostic Information Throughout the Patient Journey Improving Outcomes and Reducing Costs Treatment Decision Patient Monitoring Should I give Should I give Should I give Is the therapy Is the cancer adjuvant chemo? targeted therapy? immunot
Slide 8: Validation Data
2021-22 Progress 11 Validation Studies 1100+ Validation Data TUMOR TYPES: TNBC Patients 6 NSCLC Colorectal Bladder Same algorithm, ICIs Gastric Renal Same threshold Tested: Pembrolizumab Nivolumab Atezolizumab 4 For positivity in Every tumor type Durvalumab 8
Slide 9: Clinical Utility Demonstrated in Multiple Tumor Types
Clinical Utility Demonstrated in Multiple Tumor Types Clinical Validation Data Presented in Immunotherapy Monitoring and Other Applications Lung Ovarian Pancreatic Head and Neck Validated in: 1100+ Against Approved Across Multiple Tumor Immune Checkpoint Patients Types Inhibitors Show n to Predict R
Slide 10: The Emerging Patient Management Paradigm
The Emerging Patient Management Paradigm Adjuvant Therapy Selection Targeted/ Immunotherapy Resistance – Selection Targeting – Therapeutic – Response Monitoring – – Minimal Residual Molecular Disease Remission – BASELINE – TIME Transforming a deadly disease to a chronic disorder via more effective P
Slide 11: Determa Continuum Allows Entry Into Large and Growing Markets
Determa Continuum Allows Entry Into Large and Growing Markets Served M arket Value >$6B of >$10B TAM W hen Portfolio is Fully Reim bursed OCX has IP addressing the cancer screening market Treatment Monitoring $5 B DetermaCNI addresses the $12.1 Billion US market of Monitoring Segments Screening Recu
Slide 12: Oncocyte's VitaGraft Platform Strategy
Oncocyte’s VitaGraft Platform Strategy Delivering Critical Information for Transplant Physicians to Monitor for Early Transplant Rejection Treatment Decision and Patient Monitoring Optimize Reduce unnecessary Monitor high-risk immunosuppressive biopsies, and patients to detect drug dosing with resol
Slide 13: Rejection Monitoring Improves Patient Outcomes
Rejection Monitoring Improves Patient Outcomes Patient Monitoring Menu Answers the most important question with a unique application Is the Organ Being Rejected? • Monitor high-risk patients to detect signs of injury early • Reduce unnecessary biopsies, and resolve • Clinically validated in Kidney,
Slide 14: Transplant Monitoring Tests Will Significantly Expand OCX's Revenue Opportunity
Transplant Monitoring Tests Will Significantly Expand OCX’s Revenue Opportunity Transplants by the numbers • Biomarkers needed to achieve personalized ~39,0001 patients per year (US) immunosuppression and reduce premature graft loss ~316,000 living recipients • Conventional biochemical ~41,0002 pati
Slide 15: VitaGraft Value Creation Roadmap
VitaGraft Value Creation Roadmap 15
Slide 16: Oncocyte 2022 Success Milestones
Oncocyte 2022 Success Milestones Market-focused initiatives to support clinical utility and physician adoption • Full market launch of DetermaIO/Tx Q4 • Registry execution • IO submission to CMS Q3 • Sales execution • Continue IO clinical studies Drive Rx Drive Revenue DetermaIO/ • Closed agreement
Slide 17: Strategy to Ensure Cash Takes Us Into 2024
Strategy to Ensure Cash Takes Us Into 2024 Re-prioritization of investments across portfolio • Completed in Q1 • No further investments in DIO for additional tumor types • Current study spend winds down in Q3 • Current studies required for CMS submission in TNBC, NSCLC and Bladder almost complete •
Slide 18: What Shareholders Should Expect Over Next 6 Quarters
What Shareholders Should Expect Over Next 6 Quarters • Burn expected to trend down over next 6 quarters as investments in DIO, DRx and other portfolio study investments finish up • Precipitous drop in burn planned entering 2023 due to reduction in R&D, Sales and Marketing, and G&A • Anticipated Tran
Slide 19: The Future of OCX is Now
The Future of OCX is Now Proprietary Oncocyte is Tests expected to Expect high-gross margin tests will poised to launch enter drive solid potential 4 Major >6B Served Available Market for future net income growth High-Value Partnerships with global Molecular molecular platform companies expected to
Slide 20: Thank You
KONCOCYTE @ Thank You =
Slide 21: Appendix
Appendix ONCOCYTE Where Tomorrow LIVES
Slide 22: References
References 1. Weiss GJ, Beck J, Braun DP, et al. Tumor Cell-Free DNA Copy Number Instability Predicts Therapeutic Response to Immunotherapy. Clin Cancer Res. 2017;23(17):5074-5081. 2. Schirmer MA, Beck J, Leu M, et al. Cell-Free Plasma DNA for Disease Stratification and Prognosis in Head and Neck Ca