Microba Life Sciences Limited · ASX:MAP
Microba Life Sciences — Shareholder Meeting (November 2024)
25 slides from Microba Life Sciences's shareholder meeting presentation, Nov 29, 2024
Slide 1: Annual General Meeting 2024 - CEO's Address & Trading Update
For personal use only At the forefront of microbiome diagnostics & therapeutics Annual General Meeting 2024 CEO’s Address & Trading Update ASX: MAP 29 November 2024 Authorised for release by the CEO & Chair
Slide 2: 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 3: Trading Update
For personal use only Trading Update 3
Slide 4: Trading update
Trading update 4 1) Continued strong growth momentum for MetaXplore in Australia For personal use only - Following record Australian MetaXplore sales in October, this strong growth momentum has continued into November - With 5 weeks remaining, H1FY25 YTD MetaXplore sales are already ahead of H2FY24.
Slide 5: Trading Update - Australia: MetaXplore sales growth accelerates
Trading Update - Australia 5 Australian MetaXplore sales growth momentum continues to accelerate For personal use only Q2FY25 annualised run-rate of 11,000+ MetaXplore 11,000+ 11,000 Annualised Run Rate Continued strong sales growth momentum for MetaXplore. 5,814 Q2FY25 YTD Annualised run 3,564 rate
Slide 6: Trading Update - Australia: 3,500+ MetaXplore tests sold
Trading Update - Australia 6 Australian MetaXplore sales momentum continues to accelerate For personal use only 3,500+ MetaXplore tests sold in H1FY25 YTD MetaXplore Sales 3,500+ Australia Continued strong sales 2,935 growth momentum for MetaXplore. 1,841 With 5 weeks remaining, H1FY25 YTD MetaXplor
Slide 7: Trading Update - Australia: MetaPanel 500+ sales milestone
Trading Update - Australia 7 Australian Testing Business – MetaPanel 500+ sales milestone since launch in March For personal use only 500+ MetaPanel tests sold since launch Surpassed milestone of 500+ MetaPanel Sales 350+ 365 tests sold since launch in Australia March-24 Momentum with ordering clini
Slide 8: Trading Update - United Kingdom
Trading Update – United Kingdom 8 Advancing next growth phase with MetaXplore access MetaXplore first sales & samples received and reports delivered in the UK For personal use only Advancing into next growth phase Appointment of Alaster Stockwell-Jones as Commercial Director, Ex Stryker, GE Healthca
Slide 9: Company snapshot
For personal use only Company snapshot 9
Slide 10: Company snapshot
Company snapshot 10 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 st
Slide 11: Gut microbiome is a critical component of disease
Unequivocal evidence demonstrates that the human gut 11 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/m
Slide 12: Changing the microbiome can change disease outcomes
Changing the microbiome can change disease outcomes 12 >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 H
Slide 13: Our diagnostics vision
13 For personal use only Our diagnostics vision: To combat disease through microbiome health
Slide 14: Our diagnostics focus
14 Our diagnostics focus For personal use only Patients suffering from gastrointestinal disease Gastrointestinal Mental Cardiovascular Oncology Longevity Fertility →
Slide 15: Gastrointestinal Disease: half of patients not getting resolution
Gastrointestinal Disease 15 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 re
Slide 16: Addressing the GI symptom challenge
Addressing the GI symptom challenge 16 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 17: Getting answers for patients in need
Getting answers for patients in need 17 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 18: A multi-billion dollar diagnostics market opportunity
A multi-billion dollar diagnostics market opportunity 18 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 19: Changing lives every day
Changing lives every day 19 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 20: Our therapeutics vision
20 For personal use only Our therapeutics vision To combat disease through microbiome health 20
Slide 21: Our primary therapeutic focus
21 Our primary therapeutic focus For personal use only Clinical: Patients suffering from Inflammatory Bowel Disease Gastrointestinal Autoimmune Oncology Allergy Neuro Cardiovascular → 21
Slide 22: Therapeutic Development Programs continue to advance
22 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 23 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
24 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 / $0.225 clinical adoption Cash Balance (30 Sep 2024) $16.4m United Kingdom - diagnostic
Slide 25: Investor Hub and Contact
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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