Bruker Corporation · NASDAQ:BRKR
Bruker — Jefferies 2022 Global Healthcare Conference
22 slides from Bruker's conference presentation, Jun 9, 2022
Slide 1: Bruker Corporation Jefferies Healthcare Conference Presentation
BRUKER CORPORATION (NASDAQ: BRKR) Bruker Corporation Jefferies Healthcare Conference Presentation June 9, 2022 Frank H. Laukien, President & CEO Justin Ward, Senior Director, Investor Relations & Corporate Development
Slide 2: Safe Harbor Statement
BRUKER CORP ORATI ON Safe Harbor Statement Any statements contained in this presentation which do not describe historical facts may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 193
Slide 3: Q1 2022: Continued Strong Organic Revenue Growth on Solid Demand
Q1 2022 BUSINESS UPDATE Q1 2022: Continued Strong Organic Revenue Growth on Solid Demand for our Differentiated Products and Solutions Q1 2022 Performance Year-over-Year Q1 Financials Revenues [$M] ❖ Organic bookings growth for BSI strong with book-to-bill >1.1 ❖ Revenue increase of $40.3M, or +7.3%
Slide 4: FY 2022 Outlook
FY 2022 GUIDANCE – RAISED ON MAY 4TH, 2022 FY 2022 Outlook Year-over-year FY 2022 Assumptions FY 2022 Guidance ▪ Organic revenue growth +7 to +9%; raised Revenue Growth +5% to +7% +1% from prior guidance ▪ FX revenue headwind approx. -3.5%; vs. -2% prior Non-GAAP Operating Margin +30 bps to +60 bps
Slide 5: Innovation and Multiyear Transformation Delivering Shareholder Value
TRANSFORMATION UPDATE Innovation and Multiyear Transformation Delivering Shareholder Value Accelerated Revenue Growth & Continuing Margin Expansion, With Top-Tier ROIC Revenue Growth Acceleration Significant non-GAAP Operating Non-GAAP EPS DD CAGR Margin expansion, ROIC >20% $2.10 $2.4B 28% ROIC $2.
Slide 6: Premier Provider of High-Performance Scientific Instruments, and Life Science Research & Diagnostic Solutions
Premier Provider of High-Performance Scientific Instruments, and Life Science Research & Diagnostic Solutions Differentiated. Innovative. Entrepreneurial. + Long track record of technological innovation + Culture of disciplined entrepreneurialism + Extensive collaborations with renowned science labs
Slide 7: Our Strategy Focuses on Accelerating Revenue Growth While Continuing to Deliver Margin Expansion
DUAL STRATEGY Our Strategy Focuses on Accelerating Revenue Growth While Continuing to Deliver Sustainable Margin Expansion Project Accelerate 2.0 Operational Excellence + Innovation & growth + Commercial excellence + Significant margin expansion + Product R&D excellence + Expanded large TAMs + Expan
Slide 8: Canopy CellScape with ChipCytometry Technology
BRUKER SP ATIAL BIOLOG Y & SIN G LE -CELL OMICS ON CHIP CYTOME T R Y MICROSCOP Y P LATF ORMS Canopy CellScapeTM with ChipCytometry™ Technology Differentiated Translational Research Performance for Truly Quantitative Results Highest Optical Resolution High Dynamic Range Rapid Analysis Open-Source Ant
Slide 9: Human breast carcinoma
Human breast carcinoma CellScape ChipCytometry image on right shows the single FOV below: CD8 and CD4 are shown to illustrate T cell distribution. CD20 marks B cells and CD56 shows the NK cells in the tissue. pan-Cytokeratin highlights the epithelial cells and CD340(Her2) marks the tumor cells. © 20
Slide 10: MALDI HiPLEX-IHC Adds Targeted Proteins to Unbiased Metabolomics
SP ATIAL MULTIOM ICS ON TIM STOF F LEX P LATF ORM MALDI HiPLEX-IHC Adds Targeted Proteins to Unbiased Metabolomics ❖ MALDI HiPLEX-IHC (Highly Multiplexed Immunohistochemical) utilizes Bruker investment in AmberGen’s MiralysTM antibody- based photocleavable peptide mass tags for breakthrough in multi
Slide 11: Dr. Peggi Angel
SP ATIAL MULTIOM ICS ON BRUKER M ALDI MASS SP EC P LATF ORMS “From the perspective of a lab heavily invested in cellular signaling processes involved with cancer, MALDI HiPLEX-IHC is a game changer allowing integration of mass spectrometry imaging with cell biology. We will be using this technology
Slide 12: Launch of timsTOF HT with Greater Dynamic Range for 4D Proteomics
4 D P ROTEOMICS Launch of timsTOF HT with Greater Dynamic Range to Further Enhance Unbiased, High-Confidence 4D Proteomics™ ❖ 4th-gen TIMS XR optics, 14-bit advanced digitizer More than 100,000 unique peptides ❖ Increased ion capacity for samples loads beyond 400ng identified with 60-minute nLC ❖ Un
Slide 13: Ultra-high sensitivity timsTOF SCP for single-cell proteomics
4D PROTEOMICS Ultra-high sensitivity timsTOF SCP (Single Cell Proteomics) for unbiased, deep single-cell proteomics ▪ Perfectly complements sc-RNA-seq ▪ 3,500 proteins, 25k peptides at 5ng loaded ▪ Mann et al. SCP publication: ~1,500 protein groups quantified in single cells after laser capture micr
Slide 14: New Partners and Novel Applied Markets Solutions for Point-of-Need Mass Spectrometry
AP P LIED MARKETS AN D BIOP H ARM A INITIATIVE Introducing New Partners and Novel Applied Markets Solutions for Point-of-Need (PoN) Mass Spectrometry without Chromatography ▪ IonSense acquired by Bruker in April 2022 ▪ Bruker is now a minority investor (40%) in TOFWERK ▪ >1000 DART ion source instal
Slide 15: MALDI Biotyper Novel Applications and Installed Base Grow Rapidly
M ALDI ID IS THE ‘G OLD -S TAN D AR D’ F OR F AST ID F ROM CULTURES MALDI Biotyper® Novel Applications and Installed Base Grow Rapidly ▪ Leader in microbial identification in clinical setting ▪ Better, faster, more cost-effective ID of bacteria and fungi ▪ Comprehensive species coverage ▪ Near-unive
Slide 16: New multiplex PCR infectious disease assays based on LiquidArray technology
MICROBIOLOGY New multiplex PCR infectious disease assays based on proprietary LiquidArray® technology + New FluoroType® STI PCR assay detects seven major pathogens causing Sexually Transmitted Infections (STIs) LiquidArray® multiplex real-time PCR + New FluoroType® Mycobacteria PCR assay detects the
Slide 17: Compact, Single-Story UHF NMR Magnet – Ascend Evo 1.0 GHz
STRUCTURAL BIOLOGY & BIOPHARMA INITIATIVES Compact, Single-Story UHF NMR Magnet – Ascend Evo 1.0 GHz + 1.0 GHz for single-story labs: Easier siting with significantly reduced footprint, weight and ceiling height New technological marvel provides + Advanced hybrid high temperature superconductor (HTS
Slide 18: Benchtop Fourier 80 FT-NMR Enhanced Capabilities
DEMO CRATI ZI NG NMR Benchtop Fourier 80TM FT-NMR Enhanced Capabilities For Applications in Pharmaceutical and Food Analysis Markets ❖ Next generation, high-performance 80 MHz Fourier Transform Nuclear Magnetic Resonance (FT-NMR) benchtop spectrometer: ▪ Permanent magnet, does not require cryogens.
Slide 19: Recent Acquisition of Optimal Companies – biopharma process analytical technology
V AL UE-ADD ED S O FTWAR E Recent Acquisition of Optimal Companies – a leader in biopharma process analytical technology (PAT) ❖ Award winning software synTQ, interfacing between a wide range of analytical instruments, multi-variate analysis (MVA) packages and With innovative PAT solutions, Pharma m
Slide 20: Faster Growth from Six Expanded High-Growth, High-Margin Initiatives
PROJECT ACCELERATE 2.0 Faster Growth from Six Expanded High-Growth, High-Margin Initiatives Unbiased 4D-Proteomics & Unbiased Epiproteomics, Functional Consumables, Scientific Proteomics & Structural Biology, SCP Software & Aftermarket Multiomics Proteomics, PTMs, multiomic Consumables, assays, serv
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Slide 22: Bruker 2021 Revenue Mix
APPENDIX Bruker 2021 Revenue Mix PROJECT ACCELERATE 2.0 ~54% OF BRUKER 2021 REVENUE + Consumables, Scientific Software & Aftermarket + Unbiased, Deep 4D-Proteomics & Epiproteomics, + Next-gen Nano, Semi & Microelectronics Tools Functional Structural Biology, SCP, Multiomic LBx ~54% + Spatial Biology