Nanologica Ab · OMXSTO:NICA
Nanologica Ab — Investor Presentation (November 2024)
17 slides from Nanologica Ab's investor presentation, November 2024
Slide 1: Better and cheaper medicine to a larger number of patients
BETTER AND CHEAPER MEDICINE TO A L A R G E R N U M B E R O F PAT I E N T S
Slide 2: The Nanologica Mission
T HE N A N O LO GI C A M I S S I O N Through an expertise in chromatography, Nanologica aims to reduce manufacturing costs for medicines such as insulin and GLP-1 analogues, to enable more patients around the world having access to vital treatments for diabetes and obesity.
Slide 3: Nanologica – a world-leader within nanoporous silica
N A N O LO G I C A – A WO R L D - L E A D E R WI T H I N N A N O P O RO U S S I L I C A Nanologica in brief Global focus on strategically important markets • Swedish life science tools company, developing, manufacturing, and selling advanced consumables to pharmaceutical producers. • One of the worl
Slide 4: Five reasons to invest in Nanologica
F I V E R E A S O N S TO I N V E S T I N N A N O L O G I C A Nanologica supplies advanced consumables to pharmaceutical manufacturers on a global and growing 1 A fast-growing market for the purification of protein and peptide drugs, such as insulin and GLP-1 analogues. The market is market insensiti
Slide 5: Main product based on in-house developed silica technology
M A I N P R O D U CT B A S E D O N I N - H O U S E D E V E LO P E D S I L I C A T EC H N O LO GY Porous particles enables Proprietary Controlled particle size and Smooth surface enhances large surface area manufacturing size distribution product performance for high efficiency Nanologica is a world-
Slide 6: Insulin case study: world-leading purification results with NLAB Saga
I N S U L I N C A S E S T U D Y : W O R L D - L E A D I N G P U R I F I C A T I O N R E S U LT S W I T H N L A B S A G A ® Recombinant human insulin manufacturing NLAB Saga® for preparative chromatography Nanologica offers value-adding solutions to the Crude insulin of 75% purity is Approved insulin
Slide 7: Insulin case study: excellent performance compared to competitors
I N S U L I N C A S E ST U DY: E XC E L L E N T P E R FO R M A N C E C O M PA R E D TO C O M P E T I TO R S Outstanding productivity by NLAB Saga® Durability in line with market leader 99.50% 120 99.2% insulin purity threshold 98.56% 98.82% 100 % of initial efficiency, toluen 97.08% 80 60 C8 C8 C8 C
Slide 8: Insulin case study: product superiority generates cost savings
I N S U L I N C A S E S T U DY: P R O D U C T S U P E R I O R I T Y G E N E R AT E S C O S T S AV I N G S Lower purification cost per kilogram insulin, USD Unique characteristics enables cost savings 10 000 Labour Yield loss Patient insulin cost/year, USD Solvent Silica Cost savings in the manufactu
Slide 9: Growing market with recurring demand for insulin doses
GROWING MARKET WITH RECURRING DEMAND FOR INSULIN DOSES A massive insulin drugs market The diabetes population is rapidly increasing Estimated insulin drugs market size, USDbn Number of diabetes patients, # 33 69m 174m 2045E 27 36m 61m 141m 2045E 2045E Europe, 32m 2021 China, 2021 USA, 2021 210m 2045
Slide 10: Global GLP-1 market growing rapidly due to increased usage as weight loss treatment
G L O B A L G L P - 1 M A R K E T G R O W I N G R A P I D LY D U E TO I N C R E A S E D U S A G E A S W E I G H T L O S S T R E AT M E N T Global GLP-1 receptor agonist market size Obesity is an ongoing epidemic Estimated GLP-1 receptor agonist market size, USDbn Number of obese adults, # 56 180m 17
Slide 11: The silica market is expected to grow 50% by 2030
T H E S I L I C A M A R K E T I S E X P E CT E D TO G R O W 5 0 % BY 2 0 3 0 Strong growth trajectory for silica applications… …with significant capacity whitespace in the market Estimated silica market size, USDm Estimated silica capacity 120 80 2023E 2030E Estimated silica capacity Estimated silic
Slide 12: Attractive oligopoly market driven by megatrends
A T T R A C T I V E O L I G O P O LY M A R K E T D R I V E N B Y M E G A T R E N D S Key market attractions High barriers to entry leaves few active competitors Massive insulin market of USD 27bn, 2023E GLP-1 market growing rapidly due to increased usage as weight loss treatment Strong growth trajec
Slide 13: Large-scale production line in place
LARGE-SCALE PRODUCTION LINE IN PLACE Production capacity in place to deliver on approved and incoming orders Large scale production line at UK manufacturer. Factory is GMP1) certified and production line has multi-ton scale capacity. Nanologica has full control of the entire manufacturing proces
Slide 14: Experienced management team
EXPERIENCED MANAGEMENT TEAM ANDREAS BHAGWANI ÅSA BERGSTRÖM CEO (2011) COO (2024) Co-founder and board member of several companies within Extensive experience from Recipharm in various roles such as treatment of diabetes and obesity, including Sigrid Therapeutics Director Global Sustainability, Site
Slide 15: Board of directors
EXPERIENCED MANAGEMENT TEAM GISELA SITBON THOMAS ELDERED Chairman (Board member 2012, Chairman 2014) Board member (2021) Business coach in the life science sector. Board member in several Co-founder and former CEO of Recipharm. Operational chairman of life science companies. Flerie Invest AB. Chairm
Slide 16: Overview of shareholders
OVERVIEW OF SHAREHOLDERS 45.2% owned by board, management and co-workers Shareholder September 30, 2024 Shares, # Shares, % Flerie Invest AB (Thomas Eldered) 17,298,113 39.2 Swedbank Robur Microcap 2,515,914 5.7 Konstakademien 2,129,110 4.8 Vega Bianca AB (Andreas Bhagwani) 2,017,264 4.6 Avanza Pens
Slide 17: IR@nanologica.com
(8) NANOLOGICA IR@NANOLOGICA .COM