27 slides from Microba Life Sciences's shareholder meeting presentation, Nov 30, 2023
Slide 1: 2023 AGM Chair's Address and CEO's Presentation
ASX Announcement 30 November 2023 2023 AGM Chair’s Address and CEO’s Presentation Microba Life Sciences Limited (ASX:MAP) ("Microba" or "the Company") is pleased to attach the Chair’s Address and CEO’s Presentation to be delivered at the 2023 Annual General Meeting of Shareholders of the Company to
Slide 2: Chair's Address to Annual General Meeting
30 November 2023 Chair’s Address to Annual General Meeting Welcome to the 2023 AGM of Microba Life Sciences. Professor Ian Frazer has been unable to join today, so Dr. Luke Reid and I will address the meeting. Microba has now entered its second year as a publicly listed company and continues to main
Slide 3: Chair's Address (continued)
30 November 2023 As mentioned earlier, despite the negative performance of the global biotechnology sector in 2023, Microba is well positioned to accelerate growth in FY24 both domestically and in international markets. The Company has strategically positioned itself at the forefront of microbiome t
Slide 4: Transforming health through the human microbiome
For personal use only Transforming health through the human microbiome Microba Annual General Meeting 2023 30 November 2023
Slide 5: Achievements & Upcoming catalysts
| Achievements & Upcoming catalysts Recent Achievements Therapeutic Catalysts Testing Services Catalysts For personal use only • Next generation healthcare test, MetaXplore™ launched in Australia with Inflammatory Bowel Sonic distribution strong uptake Disease Program agreements • First agreement ex
Slide 6: 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 7: Two core business segments driven by a proprietary databank
Two core business segments driven by a proprietary databank Services Databank Therapeutics For personal use only Proprietary databank Data Health Data Insights Customer Novel Testing Therapies Biome Data Microba provides testing Data-driven therapeutics and data analysis for a fee platform developin
Slide 8: Company Snapshot
Company Snapshot For personal 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-lea
Slide 9: Microbiome Services
For personal use only Microbiome Services Driving global revenues and data growth 6
Slide 10: Recent Highlights – Testing Services
| Recent Highlights – Testing Services MetaXplore launch and growth in Australia For personal use only Strong uptake and continued growth of MetaXplore™ sales in Australia following it’s launch. MetaPanel progressing to launch in Australia Microba’s advanced infectious disease testing technology Met
Slide 11: Advanced microbiome testing addressing large markets in healthcare
Advanced microbiome testing addressing large markets in healthcare Addressable Healthcare Markets For personal 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? se
Slide 12: Significant international distribution
Significant international distribution Partners provides access into 35 countries with 16 now operational For personal 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 La
Slide 13: UK Strategic Acquisition
For personal use only | UK Strategic Aquisition 10
Slide 14: Invivo has a strong brand, reputation, and team
| Invivo has a strong brand, reputation, and team • Pioneer in UK microbiome testing services Multiple growth opportunities exist For personal use only • Established a strong brand with healthcare before introducing Microba synergies professionals • Self-funded with positive operating cashflow • Con
Slide 15: Taking a leading position in the UK market
| Taking a leading position in the UK market Invivo together with our Sonic Healthcare partnership provides Microba with deep access to the entire UK healthcare market spanning private practice and the public NHS environment For personal use only UK TARGET HEALTHCARE MARKET 2k Capturing the integrat
Slide 16: Invivo acquisition provides strong UK customer base
| Invivo acquisition provides strong UK customer base FY23 Engaged customer base For personal use only Key metrics 17% penetration into the UK integrative 94% healthcare professional market and well positioned to accelerate growth of revenue 7,300+ tests sold driven by repeat customers# 1,700+ order
Slide 17: 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 For personal 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
Slide 18: Microbiome Therapeutics
For personal use only Microbiome Therapeutics Developing novel monoclonal microbial cell therapies 15
Slide 19: A therapeutic revolution. Novel, precision microbiome therapeutics
A therapeutic revolution. Novel, precision microbiome therapeutics For personal use only Precision Microbiome Therapeutics Innovative Pipeline Precision microbiome analysis platform delivering Excellent safety profile unparalleled accuracy, coverage & depth. Scalable GMP manufacturing for high
Slide 20: Rapid progress tapping the therapeutic potential of the human microbiome
| Rapid progress tapping the therapeutic potential of the human microbiome for major chronic diseases For personal use only Inflammatory Bowel Disease Immuno-Oncology Program Autoimmune Diseases PHASE I IN PROCESS PRECLINICAL SCREENING Recently Completed Recently Completed Recently Completed Phase
Slide 21: Recent Highlights
| Recent Highlights Inflammatory Bowel Disease Program MAP315 Phase I all patients dosed. Positive MOA data generated. For personal use only Dosing and all patient visits successfully completed. Preliminary blinded data indicates that MAP315 is well tolerated. Multi-modal mechanism of action (MOA) d
Slide 22: Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies
Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies For personal use only Population Identify AI & Advanced Monoclonal Disease testing groups Biostatistics microbial Models Healthy drug lead Orally administered, healthy Disease human donor derived, monocl
Slide 23: The start of a therapeutic revolution
The start of a therapeutic revolution 1 First Generation 2 Second Generation 3 Next Generation For personal use only Fecal Doner Derived Bacterial Consortia Single Strain & Small Molecule FDA approval Nov 30 2022 Vedanta Biosciences Feacal doner derived enema Vedanta Biosciences Raises drug product
Slide 24: Executing towards pharmaceutical out-licensing transactions
| Executing towards pharmaceutical out-licensing transactions Recent IBD and microbiome deals For personal use only Licensee / Acquiror Licensor / Target Date Type Deal size Indication / clinical stage Apr 2023 Acquisition Total deal size: US$10.8b Ulcerative Colitis (phase 2) Crohn’s disease (phase
Slide 25: Outlook
For personal use only Outlook 22
Slide 26: Milestones for 2023
Milestones for 2023 2023 2023 2023 JAN – MAR APR - JUN JUL - DEC For personal use only Services Services Services New healthcare product full launch New international distribution deals New country expansion Services Therapeutics - IBD MAP 315 program Services New international distribution deals HR
Slide 27: For personal use only
For personal use only Dr Luke Reid Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Pasquale Rombola Brisbane QLD Australia Chairman pasquale.rombola@microba.com Laboratory Princess Alexandra Hospital Woolloongabba QLD Australia