Microba Life Sciences Limited · ASX:MAP
Microba Life Sciences — Bell Potter Healthcare Conference 2024
25 slides from Microba Life Sciences's conference presentation, Nov 19, 2024
Slide 1: ASX Announcement: Bell Potter Healthcare Conference Presentation
ASX Announcement 19 November 2024 Bell Potter Healthcare Conference Presentation Microba Life Sciences Limited (ASX: MAP) (“Microba”), is pleased to announce that it will present at the Bell Potter Healthcare Conference 2024 today, Tuesday November 19 2024, at 2:00pm AEDT (Sydney/Melbourne) / 1:00pm
Slide 2: At the forefront of microbiome diagnostics & therapeutics
For personal use only At the forefront of microbiome diagnostics & therapeutics Bell Potter Healthcare Conference 2024 ASX: MAP 19 November 2024 Authorised for release by the Chair and the CEO
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: Unequivocal evidence demonstrates the gut microbiome is a critical component of disease
Unequivocal evidence demonstrates that the human gut 3 microbiome is a critical component of disease For personal use only >21,000 Research publications demonstrate a clear link between chronic diseases and the gut microbiome1 1 PubMed search terms "gut microbiome/microbiota" or "stool microbiome/mi
Slide 5: Changing the microbiome can change disease outcomes
Changing the microbiome can change disease outcomes 4 >150 Global clinical studies demonstrate that microbiome modulation For personal use only can influence disease outcomes and clinical symptoms1 Infectious Disease Inflammatory Disease Autoimmune Disease Cancer Mental Health Metabolic Disorders He
Slide 6: Company snapshot
Company snapshot 5 For personal use only TESTING/ Continuous YoY 2 diagnostic products opening a THERAPEUTICS DIAGNOSTICS revenue growth over new category with an estimated 6 years of operations US$15B addressable market in the USA alone World-class team Partnerships with market leaders Clinical sta
Slide 7: Our diagnostics vision
6 For personal use only Our diagnostics vision: To combat disease through microbiome health
Slide 8: Our diagnostics focus
7 Our diagnostics focus For personal use only Patients suffering from gastrointestinal disease Gastrointestinal Mental Cardiovascular Oncology Longevity Fertility →
Slide 9: Gastrointestinal Disease: Half of patients are not getting a resolution
Gastrointestinal Disease 8 Half of patients are not getting a resolution For personal use only 37,310,000 47% Patients presenting annually in the US with lower GI abdominal symptoms* 21,500,000 53% Pain, bloating, other Resolved Unresolved 15,370,000 Diarrhoea 440,000 IBD % of patients achieving res
Slide 10: Addressing the GI symptom challenge
Addressing the GI symptom challenge 9 Microba’s comprehensive diagnostic products For personal use only First line Gastrointestinal pathogen test Launched March 2024 Diagnosing pathogenic causes Stool DNA test. of GI symptoms 175 targets. Expertly curated clinical recommendations for targeted
Slide 11: Getting answers for patients in need
Getting answers for patients in need 10 Closing the gap on GI symptom diagnosis and treatment 100% For personal use only 28% new insights with * 47% 50% ** Unresolved 24% new diagnoses with ** 0% % of patients achieving resolution of gastrointestinal symptoms after 5 years 52% receiving critical new
Slide 12: A multi-billion dollar diagnostics market opportunity
A multi-billion dollar diagnostics market opportunity 11 For personal use only $15B+ USA Total Addressable Market* * Assessment of Medicare claims analysis. Estimated Private and Medicaid numbers extrapolated from Medicare claims analysis completed with Boston based MedTech specialist consultancy Ve
Slide 13: Changing lives every day
Changing lives every day 12 For personal use only “I have struggled with gastrointestinal symptoms for over half my life. I have tried resolving with many specialists, restrictive eating plans and natural therapies. My MetaXplore test this year identified clear problems and a personalised treatment
Slide 14: Our diagnostics traction
13 For personal use only Our diagnostics traction
Slide 15: Growing MetaXplore sales and clinical adoption in Australia
Growing MetaXplore sales 14 and clinical adoption in Australia MetaXplore Test Sales Volume • 1,832 tests sold, up 101% vs PCP. For personal use only MetaXplore Ordering Clinicians 723 2,935 • Strong start to Q2 with October a record sales month 487 • 487 ordering clinicians, up 81% vs PCP 1,841 1,8
Slide 16: MetaPanel sales building across Australia
MetaPanel sales building across Australia 15 • Doctor referrals and sales continuing to build For personal use only monthly across the country, focused around the major east coast states New South Wales, Victoria and Queensland. • Assoc. Prof. Michael Wehrhahn from Douglass Hanly Moir (Sonic Healthc
Slide 17: Transitioning to growth in the United Kingdom
Transitioning to growth in the United Kingdom 16 The fundamental investment thesis of the Invivo Clinical For personal use only acquisition was the ability to accelerate Microba’s entry of it’s world leading MetaXplore test into the United Kingdom through an established team and customer base. The U
Slide 18: Q1 Financial Highlights
Q1 Financial Highlights 17 Record Q1 revenue, strong sales momentum in Australia, primed for UK growth For personal use only Revenue by Quarter $6,000,000 Record Q1 revenue, with MetaXplore adoption and +239% revenue continuing to $5,000,000 accelerate in Australia • offsetting the historical $4,000
Slide 19: Accelerating growth through strategic appointments
Accelerating growth through 18 strategic appointments For personal use only Eric Davis Chris Saad Chief Growth Officer Chief Product Officer
Slide 20: Our therapeutics vision
19 For personal use only Our therapeutics vision To combat disease through microbiome health 19
Slide 21: Our primary therapeutic focus
20 Our primary therapeutic focus For personal use only Clinical: Patients suffering from Inflammatory Bowel Disease Gastrointestinal Autoimmune Oncology Allergy Neuro Cardiovascular → 20
Slide 22: Therapeutic Development Programs continue to advance
21 Therapeutic Development Programs continue to advance For personal use only Core Discovery Preclinical Phase 1 Phase 2 Program R&D • Inflammatory Bowel Disease Program Undisclosed - Advancing MAP315 to Phase 2. (LBP) IBD (Ulcerative • Immuno-Oncology Program Colitis) MAP 315 - Clinical data and sa
Slide 23: Recent IBD Transactions
Recent IBD Transactions 22 Licensee / Licensor / Total Deal Date Deal Type Stage Upfront For personal use only Acquiror Target Value July 2024 Acquisition Phase 2 - US$3.2B active June 2024 License Preclinical $150m US$1.7B October 2023 Acquisition Phase 2 - US$7.2B complete October 2023 License Pha
Slide 24: Key areas of focus and Financial Snapshot
23 Key areas of focus Financial Snapshot ASX Code MAP Diagnostics For personal use only Market capitalisation1 $72m Shares on issue 447.85m Australia - diagnostic sales growth and 52-week low / high1 $0.145 / $0.23 clinical adoption Cash Balance (30 Sep 2024) $16.4m United Kingdom - diagnostic t
Slide 25: Join Microba's interactive Investor Hub
For personal use only JOIN MICROBA’S INTERACTIVE Dr Luke Reid INVESTOR HUB Chief Executive Officer luke.reid@microba.com Visit ir.microba.com/welcome for Microba’s interactive Investor Hub CONTACT Head Office Level 10, 324 Queen Street Brisbane QLD Australia Laboratory Princess Alexandra Hospital Wo
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