Bionano Genomics, Inc. · NASDAQ:BNGO
Bionano Genomics — Q4 2020 Earnings Presentation
16 slides from Bionano Genomics's earnings presentation, Mar 23, 2021
Slide 1: Q4 YE 2020 Webcast & Call
March 23, 2021 Q4 YE 2020 Webcast & Call
Slide 2: Legal Disclaimer
2 Legal Disclaimer This presentation contains forward-looking statements. Forward-looking statements describe future expectations, plans, results or strategies and are generally preceded by terms such as “may,” “will,” “should,” “could,” “would,” “expects,” “plans,” “anticipates,” “believes,” “estim
Slide 3: 2020: A Momentum-Building Year for Bionano
3 2020: A Momentum-Building Year for Bionano Q1 Q2 Q3 Q4 Landmark Publication: Concordance with Cyto in Leukemias Initiated COVID-19 Host Genome Studies 5 19 Increased Throughput/output Presentations Saphyr Shipped 83 installed New Go to Market – Bionano Data Centric Services, Reagent Rentals & Capi
Slide 4: Validated System Utility with Benchmarking, Scientific Publication and Clinical Adoption
4 Validated System Utility with Benchmarking, Scientific Publication and Clinical Adoption EHA Library. Stevens-Kroef M. 06/12/20; 294288; EP369
Slide 5: Bionano Data are Proving to be Essential in Advancing Discovery Research
5 Bionano Data are Proving to be Essential in Advancing Discovery Research ALS Resolved mosaic repeat expansions Alzheimer’s Disease Identified deletions in CR1 Leukemia In 12 patients, found dozens of novel genes with recurring structural variants Hepatocellular Carcinoma Identified Hep B Virus ins
Slide 6: Structural Variation Matters!
6 SV refers to changes in location, orientation and the amount of functional elements in the genome … Structural Variation Matters! Translocation Inversion Deletion Insertion Repeat Expansion SV analysis is first line patient management according to Medical Guidelines FSHD, Rare Genetic Disease: Uni
Slide 7: UCSF & Children's Hospital of Oakland Study – Largest study of Dx Yield
7 UCSF & Children’s Hospital of Oakland Study – Largest study of Dx Yield - Shows Saphyr can Diagnose Additional 18% of Undiagnosed Patients
Slide 8: Advanced and Optimized the Performance of the Saphyr System
8 Advanced and Optimized the Performance of the Saphyr System for Adoption in Labs to Support Development of Clinical Assays and LDTs
Slide 9: Four Large Clinical Studies Getting Underway to Support Penetration of Target Markets
9 Four Large Clinical Studies Getting Underway to Support Penetration of our Target Markets & Support 3rd Party Reimbursement C on st itu tio na l - P re na ta l •Constitutional – Prenatal •Amnio & CVS •Goal to replace CMA and detect balanced SVs •Illustrate HOW Saphyr can help with NIPT + and no-ca
Slide 10: Lineagen Adds Revenue & Accelerates Clinical Adoption of Saphyr
10 Lineagen Adds Revenue & Accelerates Clinical Adoption of Saphyr ESSENTIAL COMPONENTS FOR BUILDING REIMBURSED DX MENU ON SAPHYR Trained billing specialists lay groundwork for reimbursement of Saphyr LDTs COMBINING PRODUCT- AND SERVICE-BASED BUSINESSES Proprietary database from Toronto Sick Kids Ho
Slide 11: Financial Overview
Financial Overview Chris Stewart CFO cstewart@bionanogenomics.com
Slide 12: Q4 and YE 2020 – Financial Results
12 Q4 and YE 2020 – Financial Results Q4 2020 Key Financial Highlights • Grew installed base to 97 at YE 2020 • Grew Q4 2020 revenues by 43% to $4.0M • YE 2020 cash balance of $38.4M Strong cash position to begin 2021 with $335M raised in Q1 Year Ended December 31, 2020 2019 Revenue: Product revenue
Slide 13: Summary
Summary R. Erik Holmlin CEO eholmlin@bionanogenomics.com
Slide 14: Key Anticipated Milestones Expected to Drive Value for BNGO
14 • Commercial release of prenatal assays for Saphyr and expansion of Saphyr’s menu of pediatric assays Key Anticipated Milestones Expected to Drive Value for BNGO 3Q • Accreditation of Saphyr based LDTs for ALL & FSHD in certain EU markets 2Q 4Q • Interim publication of results from pediatric clin
Slide 15: Genomics has been Disrupting Healthcare; SV Analysis is Next Disruption
15 NGS Microarray Genome Structure Analysis Molecular Diagnostics & Personalized Medicine Targeted Therapies Immuno Oncology CRISPR Gene Editing Consumer Genomics Genomics has been Disrupting Healthcare and Creating Substantial Value over the Last 20 Years. We Believe SV Analysis is Next Disruption
Slide 16: Questions & Answers
Questions & Answers Contact: R. Erik Holmlin CEO eholmlin@bionanogenomics.com Chris Stewart CFO cstewart@bionanogenomics.com