Slide 1: Q4 FY24 Quarterly Investor Presentation & Webinar
ASX Announcement 25 July 2024 Q4 FY24 Quarterly Investor Presentation & Webinar Microba Life Sciences Limited (ASX: MAP) (“Microba” or the “Company”) is pleased to provide below its Q4 FY24 Investor Presentation and Investor Webinar with CEO Dr Luke Reid and SVP, Therapeutics Prof. Trent Munro prese
Slide 2: Combating disease through the microbiome
Combating disease through the microbiome Q4 FY24 Results ASX: MAP 25 July 2024 Authorised for release by the Board of Directors
Slide 3: Disclaimer
Disclaimer 2 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 a
Slide 4: Human gut microbiome acts systemically and is a critical component of disease
Unequivocal evidence demonstrates the human gut microbiome 3 acts systemically and is a critical component of disease Gastrointestinal conditions Nervous System Inflammatory conditions >150 BCAAs, TMA, Clinical studies Hexa-lPS Hexa-lPS demonstrating SCFAs Infectious Metabolic that microbiome diseas
Slide 5: Microba is a medical diagnostic and clinical stage therapeutics company
Microba is a medical diagnostic and clinical stage therapeutics 4 company unlocking the human microbiome • Microba was founded in late 2017 on world-leading metagenomic microbiome analysis technology • A clear vision for routine use of diagnostic metagenomic testing, and novel drugs developed using
Slide 6: Q4 Results Financial Highlights
5 Q4 Results Financial Highlights
Slide 7: Q4 Financial Highlights
Q4 Financial Highlights 6 Record Sales and Revenue Growth in Australia, First Full Half of Revenue from Invivo Clinical in the United Kingdom $12.09m full year revenue, up 123% YoY | $4.81m Q4 revenue, up 113% YoY Full Year Revenue growth Q4 Revenue growth YoY Q4 Revenue growth QoQ • $4.81m in Q4 FY
Slide 8: Q4 Financial Highlights: core personal testing revenue
Q4 Financial Highlights 7 Strong growth in Microba’s core personal testing revenue Full Year Revenue growth $4.61m in revenue (A$m) from core Microba personal testing, up 4.85 New United Kingdom 50% YoY revenue 50% • Accelerating growth of core personal testing sales and revenue in Australia followi
Slide 9: Q4 Results Business Highlights
8 Q4 Results Business Highlights
Slide 10: Recent Milestones & Highlights
Recent Milestones & Highlights 9 TESTING THERAPEUTICS 1) Record growth for Gastrointestinal Disorder Test, 1) Autoimmune Program MetaXplore, in Australia. Successful completion of world-first - 1,835 tests sold during Q4 FY24, up 71% QoQ. Autoimmune therapeutic discovery - 414 ordering clinicians in
Slide 11: Growing MetaXplore sales and clinical adoption in Australia
Growing MetaXplore sales 10 and clinical adoption in Australia • 1,835 tests sold during Q4 FY24, up 71% QoQ. >5,800 >700 723 2,935 • >300 new clinician accounts registered to access in Q3, now totals >1,700 Tests sold since March 2023 Clinicians have ordered at 30 June 2024 registered 60% Growth Ho
Slide 12: Growing MetaPanel sales, advancing GI pathogen diagnosis in Australia
Growing MetaPanel sales, advancing 11 GI pathogen diagnosis in Australia • Doctor referrals and sales continue to grow monthly across the country, focused around the major east coast states New South Wales, Victoria and Queensland. • 7 clinician launch events held spanning all major states and terri
Slide 13: Preparing for growth in the United Kingdom
Preparing for growth in the United Kingdom 12 • $4.45m in sales generated in H2 FY24. The first full half of Invivo sales and revenue as 1,934 6,615 part of the Microba group. Q4 Tests Sold Tests Sold FY24 • Growth strategy: Stage 0 31,833 125,767 - Bolster sales and marketing resourcing for the UK
Slide 14: Therapeutic Development Programs continue to make significant advancements
Therapeutic Development Programs continue 13 to make significant advancements Core Discovery Preclinical Phase 1 Phase 2 • Autoimmune Program Program R&D - Successful completion of world-first Undisclosed Autoimmune therapeutic discovery IBD (LBP) program with Ginkgo Bioworks (Ulcerative Colitis) MA
Slide 15: Microba Diagnostics
MICROBA Microba Diagnostics
Slide 16: Our Diagnostics Vision
15 Our Diagnostics Vision To combat disease through microbiome health Since 2023, Microba has executed the next step of its journey into a medical diagnostic company at the forefront of the medical application of microbiome testing.
Slide 17: Our Diagnostics Focus
16 Our Diagnostics Focus Patients suffering from Gastrointestinal Disease Oncology Neuro Cardiovascular Gastrointestinal Longevity Fertility →
Slide 18: Lower Gastrointestinal Disease
Lower Gastrointestinal Disease 17 a leading cause of healthcare spend $269B3,4 37,310,000 $209B1 $219B2 Patients presenting annually in the US with lower GI abdominal symptoms* 21,500,000 Pain, bloating, other 15,370,000 Diarrhoea 440,000 IBD Oncology Heart Disease Gastrointestinal Gastrointestinal
Slide 19: Half of patients are not getting a resolution from current standard of care
Half of patients are not getting a resolution 18 from current standard of care 47% → Unresolved 53% Resolved Gordon, J., Miller, G., & Valenti, L. (2015). The management of unresolved gastrointestinal symptoms in Australian general practice. Australian Family Physician, 44(9), 621-623..
Slide 20: Addressing the GI symptom challenge
Addressing the GI symptom challenge 19 Microba’s comprehensive diagnostic products Developed with First line Gastrointestinal pathogen test Launched March 2024 For the detection of pathogens causing Stool DNA test. GI symptoms 175 targets. Expertly curated clinical recommendations for targeted
Slide 21: Getting answers for patients in need
Getting answers for patients in need 20 Closing the gap on GI symptom diagnosis and treatment Out of 100 patients presenting with lower GI symptoms 24% more diagnoses with ** 19% diagnosed with * Standard of Care (PCR +MCS+OCP) * Large pathology company data from 70,000 tests with 19% positive patho
Slide 22: Transforming standard of care
Transforming standard of care 21 A paradigm shift “After the first 4 months using the MetaPanel test, 24% of patients have been diagnosed with a pathogen that would have been undiagnosed or experienced delayed time to diagnosis and resolution. This is a breakthrough in infectious Dr Michael Wehrhahn
Slide 23: Changing lives every day
Changing lives every day 22 “Before completing the MetaXplore test with my practitioner, my health was in MetaXplore constant distress. I looked and felt bloated all the time, to the point of appearing six patient months pregnant. My severe constipation led to bowel movements only every 5-6 days wit
Slide 24: Changing lives every day
Changing lives every day 23 “I have struggled with gastrointestinal symptoms for over half my life. I have MetaXplore tried resolving with many specialists, restrictive eating plans and natural patient therapies. My MetaXplore test this year identified clear problems and a personalised treatment pla
Slide 25: A multi-billion dollar market opportunity
A multi-billion dollar market opportunity 24 Diarrhoea Immuno-compromised 0.7M* patients 35M+ >$15B Non-specific Diarrhoea US patients* Immuno-competent Lower GI symptoms & IBS 14.7M* patients 35.2M* patients US Total Addressable Market** Symptoms in IBD 0.4M* patients Ongoing market analysis with *
Slide 26: Serving patients today and driving to establish a new reimbursed standard of care
Serving patients today and driving to establish 25 a new reimbursed standard of care Out of pocket Reimbursement & Regulatory Evidence Guidelines pay access coverage Driving access today Clinical performance where standard of care validation. has failed. Case studies. Full out of pocket pay. Registr
Slide 27: Microba's Therapeutics
Microba’s Therapeutics
Slide 28: Our Therapeutics Vision
27 Our Therapeutics Vision To combat disease through microbiome health Since 2020, following the establishment of the richest Microbiome data resource in the world, Microba has advanced the discovery and development of novel microbiome therapeutics at the forefront of microbiome drug development. 27
Slide 29: Our primary Therapeutic Focus
28 Our primary Therapeutic Focus Clinical: Patients suffering from Inflammatory Bowel Disease Oncology Neuro Cardiovascular Gastrointestinal Allergy Autoimmune * * * → Preclinical: Patients suffering from autoimmune disease, allergy or undergoing cancer immunotherapy 28
Slide 30: Microba is Pioneering an Advanced AI/ML Approach
29 Microba is Pioneering an Advanced AI/ML Approach For the Development of Next Generation Precision Live Biotherapeutics Target Prediction Disease Relevant Activity Disease Donor Prevalence Isolation Human Data Driven Precision AI & Machine Microbiome Health Data Learning Therapeutics Biome Data In
Slide 31: Microba is a leader in Precision Microbiome Therapeutics
30 Microba is a leader in Precision Microbiome Therapeutics • Precision microbiome analysis Core Discovery Development platform delivering unparalleled Preclinical Phase 1 Phase 2 Program R&D partners accuracy, coverage & depth. Undisclosed • Data driven discovery (LBP) platform utilising one of the
Slide 32: Autoimmune Program
Autoimmune Program 31 Observed broad and potent immunomodulatory activity Stage 2 Screening – Complete June which is disease relevant 2024 Delivered compelling biological activity enabling selection of 6 lead strains, generating new therapeutic intellectual property assets for the Company Data g
Slide 33: Oncology Program
Oncology Program 32 Microba’s clinical data and sample set has now grown to over 3,500 patients. OMICO & PrOSPeCT • >2,500 patient samples collected from the national PrOSPeCT study which is expected to be one of the study largest clinical specimen resources with respect to the microbiome and cancer
Slide 34: Inflammatory Bowel Disease Program: MAP 315
Inflammatory Bowel Disease Program: MAP 315 33 Data supporting MOA Phase II trial readiness Pre-clinical data supports that MAP 315 Study start timing actively being defined - Adaptive stimulates mucosal healing (modulation of Patient Study, N = 140 to 200 examining induction of WNT signaling, resto
Slide 35: Therapeutic pipeline & catalysts
Therapeutic pipeline & catalysts
Slide 36: Therapeutic pipeline & catalysts
Therapeutic pipeline & catalysts Upcoming Development Core Program Discovery R&D Preclinical Phase 1 Phase 2 Milestone Partners Undisclosed (LBP) IBD Phase 2 IND (Ulcerative Colitis) submission MAP 315 (LBP) Lead Undisclosed candidate Immuno-oncology (LBP) selection Undisclosed Animal Autoimmune (LB
Slide 37: Contact
Dr Luke Reid CONTACT Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Brisbane QLD Australia Pasquale Rombola Laboratory Chairman Princess Alexandra Hospital pasquale.rombola@microba.com Woolloongabba QLD Australia
Slide 38: Appendix
MiCROBA 37 Appendix
Slide 39: Patient pathway — Advancing the standard of care for GI symptoms
Patient pathway — Advancing the standard of care for GI symptoms 38 Functional microbiome Colonoscopy for formal Targeted antibiotic and or GI disorder diagnosis IBD or CRC diagnosis DGBI treatment /or with personalised New Microba and treatment treatment plan care pathway If positive If positive Ex
Slide 40: Two core business segments driven by a world leading technology
Two core business segments driven by a world leading technology 39 World leading microbiome analysis technology Testing Business Proprietary databank Therapeutics Business Next generation gastrointestinal diagnostics Advanced AI and biostatistics powering a diagnostics and Precision microbiome thera
Slide 41: Microba is developing the 3rd Generation of Microbiome Therapeutics
Microba is developing the 3rd Generation of Microbiome Therapeutics 40 using a human data driven approach 1 First Generation 2 Second Generation 3 Next Generation Faecal Doner Derived & FMT Bacterial Consortia Single Strain & Small Molecule FDA approval Nov 30 2022 Vedanta Biosciences Faecal doner d