Bio-techne Corp · NASDAQ:TECH

Bio-techne — J.P. Morgan Healthcare Conference 2021

17 slides from Bio-techne's conference presentation, January 2021

  1. Slide 1: Where Science Intersects Innovation

    WHERE SCIENCE INTERSECTS TM INNOVATION Corporate Presentation January 2021

  2. Slide 2: Safe Harbor Cautionary Statements

    S AF E HAR B O R C A U T I O N A R Y S TAT E M E N T S This presentation contains “forward-looking statements” within the meaning of the federal securities laws. Except for historical information contained herein, the statements in this presentation are forward-looking and made pursuant to the safe

  3. Slide 3: Business Overview

    ANTIBODIES PROTEINS BUSINESS 10% 6% 2% INSTRUMENTS SERVICES R OYA LT I E S OVERVIEW PRESIDENT AND CEO Chuck Kummeth AUTOMATED PROTEIN ANALYSIS IMMUNOASSAYS HEADQUARTERS Minneapolis, MN NUMBER OF EMPLOYEES ~2,300 TISSUE PATHOLOGY LIQUID BIOPSY WORLDWIDE PRESENCE 35 Locations FY2020 REVENUES $739M 82

  4. Slide 4: FY20 Revenue by Customer Type & Geography

    F Y 2 0 R E V E N U E B Y C U S TO M E R T Y P E & G E OGR A PH Y $739M 22% 18% OEM 17% ASIA DISTRIBUTORS 23% 57% AMERICAS ACADEMIA 25% EMEA 38% PHARMA/BIOTECH © 2021 Bio-Techne®. All rights reserved. 3

  5. Slide 5: Four Key Strategies for Sustained Growth

    F O U R K E Y S T R AT E G I E S F O R S U S TA I N E D G R O WT H GEOGRAPHIC CORE PRODUCT GAP FILLING M&A C U LT U R E E X PA N S I O N I N N O VAT I O N AND MARKET C R E AT I O N E X PA N S I O N A N D TA L E N T © 2021 Bio-Techne®. All rights reserved. 4

  6. Slide 6: Laying the Foundation for a Sustainable Future

    L AY I N G T H E F O U N D AT I O N F O R A S U S TA I N A B L E F U T U R E E N V I R O N M E N TA L SOCIAL GOVERNANCE • Continual progress toward sustainability at • Diverse and inclusive workplace: • Board membership includes: largest global manufacturing site: • 50% of global workforce are femal

  7. Slide 7: Our Segment Structure

    OUR SEGMENT STRUCTURE PROTEIN SCIENCES DIAGNOSTICS & GENOMICS REAGENT A N A LY I C A L DIAGNOSTIC GENOMICS SOLUTIONS SOLUTIONS REAGENTS Advanced, tissue morphology Develop and manufactures Manual and automated protein Develops and manufactures controls, friendly RNA IN SITU biological reagents used

  8. Slide 8: Protein Sciences

    PROTEIN SCIENCES PROTEINS ANTIBODIES INSTRUMENTS I M M U N O A S S AY S © 2021 Bio-Techne®. All rights reserved. 7

  9. Slide 9: Diagnostics & Genomics

    DIAGNOSTICS & GENOMICS DIAGNOSTIC TISSUE BIOPSY AND LIQUID BIOPSY TEST & REAGENTS S PAT I A L A N A LY S I S D I S C O V E R Y P L AT F O R M © 2021 Bio-Techne®. All rights reserved. 8

  10. Slide 10: Bio-Techne COVID-19 Product Initiatives

    B I O - T E C H N E C O V I D - 1 9 P R O D U C T I N I T I AT I V E S SEROLOGY/ PROTEINS AND M U LT I P L E X I N G R N A s c o p e TM DIAGNOSTICS ANTIBODIES PROBES • Kantaro COVID-SeroKlir semi- • Virus spike proteins (S1, S2 & • Cytokine and pro-inflammatory • Direct visualization of the virus qu

  11. Slide 11: Research Productivity Tools

    RESEARCH PRODUCTIVITY TOOLS SIMPLE WESTERN B I O M A R K E R D I S C O V E R Y T I S S U E PAT H O L O G Y WORKFLOW (ACD) • Hands-free, fully automated • Transcriptomics: • Spatial analysis with single cell western…no gels, no film, no • Gene expression tools for tissue, resolution manual analysis e

  12. Slide 12: Exosome Based Liquid Biopsy

    EXOSOME BASED LIQUID BIOPSY COMPLETE PROFILING OF exoRNA : • PLASMA • PLASMA • SERUM 1) • SERUM 1) • CSF • URINE 2) 2) • SALIVA EXOSOME RELEASE BIOFLUID E X O S O M E I S O L AT I O N BIOMARKER P AT H WAY A N A LY S I S • Active process from living cells, part of • Multiple Biofluids 1) Clinical gra

  13. Slide 13: Cell & Gene Therapy Workflow Solution

    CELL & GENE THERAPY WORKFLOW SOLUTION © 2021 Bio-Techne®. All rights reserved. 12

  14. Slide 14: End Market Breakdown

    E N D M A R K E T B R EA K D OW N MARKET BIO-TECHNE BIO-TECHNE END MARKETS MARKET SIZE GROWTH GROWTH MARKET R AT E R AT E P E N E T R AT I O N PROTEOMIC RESEARCH $ 3B MID-SINGLE 8 % -10 % 10% REAGENTS DIGIT P R O T E I N A N A LY T I C A L $ 2B- $ 3B MID-SINGLE 15%-20% 10% TOOLS DIGIT $ 3B- $ 5B >20

  15. Slide 15: Financial Results Under Current Leadership

    F I NA NC I A L R ESU LTS U ND E R C U R R E NT L EA D E RSH I P ORGANIC REVENUE A D J U S T E D O P E R AT I N G CASH FROM GROWTH INCOME($M) O P E R AT I O N S ( $ M ) 246 205 244 182 239 170 208 144 10% 198 139 9% 137 190 6% 6% 184 124 4% 4% 169 3% 0% $739M $311M FY 2013 FY 2014 FY 2015 FY 2016 FY

  16. Slide 16: Positioned for Strong Financial Performance

    P O SI T I O NE D FO R ST RO NG F I NA NC I A L P E R FO R M A NC E ~$1.5B ~$0.6B REVENUE A D J . O P E R AT I N G INCOME $739M $246M $563M $208M $358M $180M ~40% FY14 FY17 FY20 FY25 FY14 FY17 FY20 FY25 Rev CAGR OM% • Analytical Solutions +15–20% • Analytical Solutions ~30% • Reagent Solutions +5–7%

  17. Slide 17: Thank You

    THANK YOU © 2021 Bio-Techne®. All rights reserved.

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