Slide 1: Combating disease through the microbiome: Q4 FY24 Results
rsonal use only Combating disease through the microbiome Q4 FY24 Results ASX: MAP 25 July 2024 Authorised for release by the Board of Directors
Slide 2: 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 3: 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 rsonal use only Gastrointestinal conditions Nervous System Inflammatory conditions >150 BCAAs, TMA, Clinical studies Hexa-lPS Hexa-lPS demonstrating SCFAs Infectious Metabolic that m
Slide 4: 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 rsonal use only • 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
Slide 5: Q4 Results: Financial Highlights
5 rsonal use only Q4 Results Financial Highlights
Slide 6: 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 rsonal use only $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 •
Slide 7: Strong growth in core personal testing revenue
Q4 Financial Highlights 7 Strong growth in Microba’s core personal testing revenue rsonal use only 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 A
Slide 8: Q4 Results: Business Highlights
8 rsonal use only Q4 Results Business Highlights
Slide 9: Recent Milestones & Highlights
Recent Milestones & Highlights 9 TESTING THERAPEUTICS rsonal use only 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 orderi
Slide 10: Growing MetaXplore sales and clinical adoption in Australia
Growing MetaXplore sales 10 and clinical adoption in Australia • 1,835 tests sold during Q4 FY24, rsonal use only 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 register
Slide 11: 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 rsonal use only 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
Slide 12: Preparing for growth in the United Kingdom
Preparing for growth in the United Kingdom 12 • $4.45m in sales generated in H2 FY24. The rsonal use only 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 resour
Slide 13: Therapeutic Development Programs continue to make significant advancements
Therapeutic Development Programs continue 13 to make significant advancements rsonal use only 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 (Ulcera
Slide 14: Microba Diagnostics
14 rsonal use only Microba Diagnostics
Slide 15: Our Diagnostics Vision
15 Our Diagnostics Vision rsonal use only 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 16: Our Diagnostics Focus
16 Our Diagnostics Focus rsonal use only Patients suffering from Gastrointestinal Disease Oncology Neuro Cardiovascular Gastrointestinal Longevity Fertility →
Slide 17: Lower Gastrointestinal Disease a leading cause of healthcare spend
Lower Gastrointestinal Disease 17 a leading cause of healthcare spend $269B3,4 rsonal use only 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 G
Slide 18: 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 rsonal use only 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), 621-62
Slide 19: Addressing the GI symptom challenge
Addressing the GI symptom challenge 19 Microba’s comprehensive diagnostic products Developed with rsonal use only First line Gastrointestinal pathogen test Launched March 2024 For the detection of pathogens causing Stool DNA test. GI symptoms 175 targets. Expertly curated clinical recommendati
Slide 20: Getting answers for patients in need
Getting answers for patients in need 20 Closing the gap on GI symptom diagnosis and treatment rsonal use only 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
Slide 21: Transforming standard of care
Transforming standard of care 21 A paradigm shift rsonal use only “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
Slide 22: Changing lives every day
Changing lives every day rsonal use only 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 ev
Slide 23: Changing lives every day
Changing lives every day rsonal use only 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 personalis
Slide 24: A multi-billion dollar market opportunity
A multi-billion dollar market opportunity 24 Diarrhoea Immuno-compromised 0.7M* patients rsonal use only 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
Slide 25: 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 rsonal use only 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 poc
Slide 26: Microba's Therapeutics
rsonal use only Microba’s Therapeutics
Slide 27: Our Therapeutics Vision
27 Our Therapeutics Vision rsonal use only 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
Slide 28: Our primary Therapeutic Focus
28 Our primary Therapeutic Focus rsonal use only 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 29: Pioneering an Advanced AI/ML Approach for Precision Live Biotherapeutics
29 Microba is Pioneering an Advanced AI/ML Approach For the Development of Next Generation Precision Live Biotherapeutics rsonal use only Target Prediction Disease Relevant Activity Disease Donor Prevalence Isolation Human Data Driven Precision AI & Machine Microbiome Health Data Learning Therapeuti
Slide 30: Microba is a leader in Precision Microbiome Therapeutics
30 Microba is a leader in Precision Microbiome Therapeutics • Precision microbiome analysis rsonal use only Core Discovery Development platform delivering unparalleled Preclinical Phase 1 Phase 2 Program R&D partners accuracy, coverage & depth. Undisclosed • Data driven discovery (LBP) platform util
Slide 31: Autoimmune Program
Autoimmune Program 31 Observed broad and potent immunomodulatory activity Stage 2 Screening – Complete June rsonal use only which is disease relevant 2024 Delivered compelling biological activity enabling selection of 6 lead strains, generating new therapeutic intellectual property assets for the
Slide 32: Oncology Program
Oncology Program 32 Microba’s clinical data and sample set has now grown to over 3,500 patients. OMICO & PrOSPeCT study rsonal use only • >2,500 patient samples collected from the national PrOSPeCT study which is expected to be one of the largest clinical specimen resources with respect to the micro
Slide 33: 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 rsonal use only stimulates mucosal healing (modulation of Patient Study, N = 140 to 200 examining induction of WNT
Slide 34: Therapeutic pipeline & catalysts
rsonal use only Therapeutic pipeline & catalysts
Slide 35: Therapeutic pipeline & catalysts
Therapeutic pipeline & catalysts rsonal use only 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 Anima
Slide 36: Contact
rsonal use only 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 37: Appendix
rsonal use only Appendix 37
Slide 38: 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 rsonal use only If positiv
Slide 39: Two core business segments driven by a world leading technology
Two core business segments driven by a world leading technology 39 World leading microbiome rsonal use only analysis technology Testing Business Proprietary databank Therapeutics Business Next generation gastrointestinal diagnostics Advanced AI and biostatistics powering a diagnostics and Precision
Slide 40: 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 rsonal use only Faecal Doner Derived & FMT Bacterial Consortia Single Strain & Small Molecule FDA approval Nov 30 2022 Vedanta Bioscience