Qiagen N.v. · NYSE:QGEN
Qiagen — Investor Day (November 2016)
16 slides from Qiagen's investor day presentation, Nov 15, 2016
Slide 1: GeneReader NGS System: The world's first truly complete Sample to Insight NGS system
GeneReader NGS System: The world’s first truly complete Sample to Insight NGS system Jonathan Arnold Senior Director, Business Leader for Oncology Franchise, MDx Business Area November 15, 2016 Sample to Insight 1
Slide 2: Disclaimer
Disclaimer Safe Harbor Statement: This presentation contains both historical and forward-looking statements. All statements other than statements of historical fact are, or may be deemed to be forward looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended
Slide 3: QIAGEN well-positioned across all segments of the NGS market
Applied Academia Pharma Testing Molecular Diagnostics GeneReader NGS System Universal NGS Single-cell genomics Whole exome Clinical research Hereditary diseases Gene expression Whole genome Translational medicine Infectious diseases Targeted resequencing Oncology Nucleic acid Nex
Slide 4: Key challenges: labs want solutions to issues preventing NGS promise
Key challenges Fragmented Simple Analyzing Seamless and High Cost- workflow interpreting the data bioinformatics cost effective Labs want solutions to issues preventing them from realizing NGS promise Sample to Insight 2016 Analyst & Investor Day 4
Slide 5: The first complete Sample to Insight NGS solution
GeneReader NGS System: Designed to deliver actionable insights The first complete Sample to Insight NGS solution Sample to Insight 2016 Analyst & Investor Day 5
Slide 6: GeneReader NGS System: Key benefits and unique selling proposition
GeneReader NGS System: Key benefits and unique selling proposition The first truly complete NGS workflow Actionable insights Seamlessly integrated flexible workflow Create relevant reports Delivered by a single vendor you can trust Proven gene panels and bioinformatics Flexibility to fit your
Slide 7: QIAGEN is a true NGS partner willing to share operational risk
Best-in-class consumables pull-through with flexible and transparent pricing models Capital purchase Flexible Price-Per-Insight pricing Reagent rental QIAGEN is a true NGS partner willing to share operational risk Sample to Insight 2016 Analyst & Investor Day 7
Slide 8: Offering everything needed from one vendor for NGS solutions
Nucleic Acid Next- Target Library Data collection & generation Interpretation enrichment preparation analysis extraction sequencing Automation QIAcube QIAgility QIAcube GeneRead Gene QCI QIAcube Reader Quality control RGQ QIAxcel Support GeneRead Assistant Data management GeneRead Link and LIMS Offe
Slide 9: QIAact tumor panels: Based on clinical utility and insights
QIAact tumor panels: Based on clinical utility and insights Drug labels Clinical Trails QIAGEN Knowledge Base Clinical Case Scientific Counts literature Professional guidelines External databases Designed to deliver research-relevant insights Sample to Insight 2016 Analyst & Investor Day 9
Slide 10: Actionable Insight Tumor Panel: Providing actionable insights
Actionable Insight Tumor Panel: Providing actionable insights Targeting solid tumors with Seamless integration with QCI to maximize scale Highest prevalence Greatest need for testing Variants associated with actionable insights Featuring 12 clinically actionable genes KRAS ERBB2 NRAS P
Slide 11: Broadening system capabilities
Broadening system capabilities Expanding range of sample types Liquid biopsy Fresh and frozen tissue Adding test content A T GCA Expand into lung and breast cancer T ACG T Customized panel options expanding in 2017 Enabling CNV and gene fusion detection Improving system capabilities New
Slide 12: GeneReader NGS System roadmap
GeneReader NGS System roadmap Liquid Biopsy New sequencing BRCA expansion CDx Partnerships Reproductive health cfDNA detection chemistry Additional genes Develop assays Develop reproductive Monitoring FFPE health products Lung All-in-One Liquid biopsy CNV, SNV, InDel Gene fusions A
Slide 13: AMP 2016: GeneReader returning to the U.S. with new chemistry
AMP 2016: GeneReader returning to the U.S. with new chemistry Sample to Insight 2016 Analyst & Investor Day 13
Slide 14: New sequencing chemistry performance data
New sequencing chemistry performance data RAS agreement study therascreen PCR and Pyro assays >5% RAS variant allele frequency cutoff + (MT) –(WT) Total + (MT) 13 0 13 GeneReader NGS System –(WT) 0 29 29 Total 13 29 42 Sample KRAS RAS Variant allele frequency (%) no. AA Change therascreen PCR/ Pyro
Slide 15: Targeting a double digit market share in the benchtop oncology NGS segment
Sequencing oncology market by customer 1200 $700-1,000 m 1000 800 600 $350-500 m 400 200 0 2016 2020 Clinical Lab – Routine Dx lab CSP (Comm. Service Prov.) – Reference lab Core Lab – Sample consolidator Individual Lab – Academic Targeting a double digit market share in the benchtop oncology NGS seg
Slide 16: GeneReader value proposition resonating extremely well
GeneReader value proposition resonating extremely well Roadmap to strengthen competitive positioning Leveraging synergies of platform-agnostic solutions and GeneReader NGS System Sample to Insight 2016 Analyst & Investor Day 16