Htg Molecular Diagnostics, Inc. · OTC:HTGMQ
Htg Molecular Diagnostics — Investor Presentation (March 2022)
37 slides from Htg Molecular Diagnostics's investor presentation, Mar 21, 2022
Slide 1: Corporate Overview March 2022
Corporate Overview March 2022 Exhibit 99.1
Slide 2: Forward-looking statements
This presentation contains forward-looking statements that involve substantial risks and uncertainties. All statements, other than statements of historical facts, contained in this presentation, including statements regarding the benefits and capabilities of our transcriptome panel and the timing of
Slide 3: HTG is accelerating precision medicine from diagnosis to treatment
PROPRIETARY AND CONFIDENTIAL 3 HTG is accelerating precision medicine - from diagnosis to treatment - by harnessing the power of transcriptome-wide profiling to drive translational research, clinical diagnostics and targeted therapeutics across a variety of disease areas. Building on more than a dec
Slide 4: HTG Molecular and HTG Therapeutics
PROPRIETARY AND CONFIDENTIAL 4 HTG MOLECULAR HTG THERAPEUTICS PRECISION MEDICINE RNA diagnostic services/tools RNA-targeted small molecule drug discovery
Slide 5: Creating Two Categories of Value: Rx/Dx Hybrid Business Model
Creating Two Categories of Value: Rx/Dx Hybrid Business Model PROPRIETARY AND CONFIDENTIAL 5
Slide 6: The Power of RNA and Gene Expression Profiling in Precision Medicine
The Power of RNA and Gene Expression Profiling (GEP) in Precision Medicine PROPRIETARY AND CONFIDENTIAL 6 RNA Transcriptome DNA Protein Proteome Making Precision Medicine More Precise Genome RNA is what is happening Proteins are the working molecules … but are very difficult to multiplex DNA represe
Slide 7: What Differentiates HTG for RNA Analysis?
What Differentiates HTG for RNA Analysis? PROPRIETARY AND CONFIDENTIAL 7 Faster…easier…higher expected success rate…lower sample requirement SAMPLE FRIENDLY SIMPLIFIED WORKFLOW CUTTING-EDGE PERFORMANCE 5-10x less starting sample required Compatible with both liquid and tissue samples Maintain effect
Slide 8: Profiling Business – Gene Expression Profiling in Three Segments
Profiling Business – Gene Expression Profiling in Three Segments PROPRIETARY AND CONFIDENTIAL 8
Slide 9: EDGESeq Workflow
Data analysis Sequencing Library prep EDGESeq Workflow PROPRIETARY AND CONFIDENTIAL 9 Low Sample Input No RNA / DNA Extraction Simplified Sequencing and Bioinformatics Sequencer Agnostic Illumina Thermo Fisher Scientific HTG Reveal Data Analysis Suite Sample prep Patented and Proprietary Chemistry
Slide 10: Core Business – RNA GEP Market Remains Large and Fast Growing
Core Business – RNA GEP Market Remains Large and Fast Growing PROPRIETARY AND CONFIDENTIAL 10 $0.5B $1.0B $2.0B MARKET SIZE Source - DeciBio
Slide 11: Core Business – Seeing Recovery in Key Metrics
Core Business – Seeing Recovery in Key Metrics PROPRIETARY AND CONFIDENTIAL 11 $2.0M $1.7M $1.7M $2.5M $1.4M $2.1M 88 50 62* Revenue is direct revenue from products and product related services $2.5M $2.9M* * Numbers are preliminary and unaudited
Slide 12: Momentum in Publications Referencing EdgeSeq
Momentum in Publications Referencing EdgeSeq PROPRIETARY AND CONFIDENTIAL 12
Slide 13: HTG human mRNA transcriptome product
PROPRIETARY AND CONFIDENTIAL 13 Provides the mRNA transcriptome with the same value proposition as previous EdgeSeq targeted panels Smaller sample load High success rate with FFPE Simpler workflow Faster turnaround time Easy bioinformatics HTG’s new human mRNA transcriptome product, approximately 20
Slide 14: HTG Transcriptome Panel (HTP) White Papers
PROPRIETARY AND CONFIDENTIAL 14 HTG Transcriptome Panel (HTP) White Papers White paper # 1 (November 2020) demonstrated equivalency to RNASeq White paper # 2 (February 2021) demonstrated superiority to RNASeq White paper # 3 (August 2021) demonstrated final assay configuration superiority to RNASeq
Slide 15: Technical Highlights – HTP System Performance
ASSAY PASS RATE AND SAMPLE REQUIREMENTS vs RNASeq PROPRIETARY AND CONFIDENTIAL 15 Technical Highlights – HTP System Performance * Only 1 sample required 2 sections ** RNA-Seq samples failed to generate sufficient extracted RNA to process samples. HTG works with smaller samples, is less sensitive to
Slide 16: Technical Highlights – HTP Accuracy
HTG SHOWS HIGH ACCURACY vs SPIKED IN CONTROLS AND IS CONCORDANT WITH RNASeq 16 Technical Highlights – HTP Accuracy Comparison of differential expression analysis results between the HTG panel and RNA-Seq for a representative set of breast and colorectal cancer FFPE samples. Log fold change values fo
Slide 17: Market Opportunities
Market Opportunities PROPRIETARY AND CONFIDENTIAL 17 MAJOR DX CONTENT PROVIDERS* MAJOR CANCER CENTERS IN THE US AND EUROPE 72 NCI centers in the US 42 OECI centers in Europe Source – Cancer.gov, OECI.eu * Examples of potential customers
Slide 18: A Decade of Innovation at HTG
FINANCING PROPRIETARY TECHNOLOGY CUSTOMERS/ DISTRIBUTION A Decade of Innovation at HTG PROPRIETARY AND CONFIDENTIAL 18 JULY 2021 Drug Discovery Business Unit Created Whole transcriptome mRNA panel EpiEdge Seq feasibility Immune response panel Mouse mRNA panel Immuno oncology panel Pan B-cell lymphom
Slide 19: RNA profiling: Advanced Medicinal Chemistry Platform
RNA profiling: Advanced Medicinal Chemistry Platform Novel Drug Discovery, a Natural Extension of Our Business PROPRIETARY AND CONFIDENTIAL 19 Leveraging our heritage Adding new technology platforms Enabling a powerful new capability Targeted RNA transcriptomic profiling:
Slide 20: Our Solution: The Value of Early Pre-clinical Insight
OUR SOLUTION The Value of Early Pre-clinical Insight PROPRIETARY AND CONFIDENTIAL 20
Slide 21: Two Big Problems in Clinical Development Persist: Efficacy & Safety
Two Big Problems in Clinical Development Persist: Efficacy & Safety PROPRIETARY AND CONFIDENTIAL 21 <12% of drugs entering clinical trials succeed* Approx $985M per drug approved* * pharma.org … we plan to improve on both. PHASE II PHASE III
Slide 22: RNA Opens Up Huge New Universe of Drug Targets
RNA Opens Up Huge New Universe of Drug Targets PROPRIETARY AND CONFIDENTIAL 22 TODAY’S PROTEIN PARADIGM (After 100 years of drug discovery) POTENTIAL WITH RNA ~70% Non-coding Non-disease related 1.5% ~30% Nature Reviews, August 2018 Could be druggable as mRNA 20x increase in new targets ~20,000 codi
Slide 23: What Differentiates HTG for Drug Discovery?
What Differentiates HTG for Drug Discovery? PROPRIETARY AND CONFIDENTIAL 23 Full RNA profiling…in silico chemistry…primary data driven redesign…de-risked candidates FULL TRANSCRIPTOMIC PROFILING INTEGRATED ML DRIVEN CHEMISTRY CHEMI-TRANSCRIPTOMIC REDESIGN Full miRNA, mRNA and RNA modification profil
Slide 24: Literature on integrating expression profiling into drug development
PROPRIETARY AND CONFIDENTIAL 24 Literature concurs that integrating big data expression profiling can improve therapeutic candidates Early and often transcriptome profiling can disrupt drug development
Slide 25: Innovative Proprietary Technology
Innovative Proprietary Technology HTG Epi- EdgeSeq Epi transcriptome mRNA transcriptome miRNA transcriptome EdgeSeq A Tech Driven Biotech PROPRIETARY AND CONFIDENTIAL 25 Disease state agnostic:
Slide 26: Our Comprehensive RNA Profiling Platform Technology
PROPRIETARY AND CONFIDENTIAL 26 Our Comprehensive RNA Profiling Platform Technology Enabling simultaneous mRNA, miRNA and RNA modification analysis NEW NEW
Slide 27: Advanced Medicinal Chemistry, Powered by Machine Learning
THE PLATFORM THE BENEFITS PROPRIETARY AND CONFIDENTIAL 27 Advanced Medicinal Chemistry, Powered by Machine Learning Streamlining Discovery Then Now Easier to screen and iterate Harder to screen and iterate
Slide 28: HTG Positioned for High Value-add throughout The Process
HTG Positioned for High Value-add throughout The Process PROPRIETARY AND CONFIDENTIAL 28 DRUG DISCOVERY CDx DEVELOPMENT NIH / Academia profiling tools CDx Development profiling tools
Slide 29: HTG Drug Discovery Process – A Deeper Dive
HTG Drug Discovery Process – A Deeper Dive PROPRIETARY AND CONFIDENTIAL 29 Development candidate
Slide 30: HTG CDx Process – A Deeper Dive
HTG CDx Process – A Deeper Dive PROPRIETARY AND CONFIDENTIAL 30 Analyze disease vs normal with mRNA, miRNA, m6A and other modifications. Confirm mechanism Screen for off target and toxicity Using EdgeSeq profiling platform identify responder/non responders of patients via pathway analysis and sub-ty
Slide 31: Differentiated from Traditional and Disruptive Competitors
DATA PLATFORM Differentiated from Traditional and Disruptive Competitors PROPRIETARY AND CONFIDENTIAL 31 DISCOVERY STRATEGIES TRANSCRIPTOMIC PROFILING TECHNOLOGY TRANSCRIPTOMIC PROFILING TECHNOLOGY TRADITIONAL RNA LANDSCAPE DISRUPTOR LANDSCAPE
Slide 32: Proven Team with Rich, Relevant Expertise
Proven Team with Rich, Relevant Expertise PROPRIETARY AND CONFIDENTIAL 32 EXPERTISE RNA profiling Bioinformatics Medicinal chemistry Molecule design Target / pipeline strategy Licensing strategy
Slide 33: Value Milestones
33 Value Milestones PROPRIETARY AND CONFIDENTIAL
Slide 34: PROPRIETARY AND CONFIDENTIAL 34
PROPRIETARY AND CONFIDENTIAL 34
Slide 35: Key Preclinical Comps for HTG Therapeutics
Key Preclinical Comps for HTG Therapeutics* * Cortellis Competitive Intelligence database ; searched only small molecule deals in Cancer and Inflammatory disease indications for which financial terms were disclosed
Slide 36: Summary
PROPRIETARY AND CONFIDENTIAL 36 THERAPEUTICS Deep expertise in RNA translational profiling To understand mechanism of disease Ability to unlock massive drug discovery potential 20x increase in druggable targets Disrupting the paradigm by moving earlier in the process Improving efficacy/safety; reduc
Slide 37: HTG Molecular and HTG Therapeutics
PROPRIETARY AND CONFIDENTIAL 37 HTG MOLECULAR Life science tools and diagnostics based on proprietary transcriptomic technologies and informatics HTG THERAPEUTICS Therapeutic discovery integrating transcriptomic profiling and machine learning guided library construction Leading transcriptomics compa
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