Mindwalk Holdings Corp. · NASDAQ:HYFT
Mindwalk — ImmunoPrecise Antibodies — FY2023 Earnings Presentation
20 slides from Mindwalk's earnings presentation, Jul 7, 2023
Slide 1: Fiscal Year 2023 Earnings Presentation
Fiscal Year 2023 Earnings Presentation July 7, 2023 | ipatherapeutics.com | NASDAQ: IPA, TSXV: IPA
Slide 2: Disclosures
Disclosures Disclaimer This presentation is not, & nothing in it should be construed as, an offer, invitation or recommendation in respect of ImmunoPrecise Antibodies Ltd. (the “Company”) securities, or an offer, invitation or recommendation to sell, or solicitation of an offer to buy, the facilitie
Slide 3: Fiscal Year 2023 Business Update
Fiscal Year 2023 Q4 Earnings Call Fiscal Year 2023 Business Update ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodies LTD. All rights reserved. IPA is a trademark of ImmunoPrecise Antibodies LTD. BioStrand is an independently operating subsidiary of BioStrand, BV. LENSai and HYFTS ar
Slide 4: Overall Takeaways
Fiscal Year 2023 Q4 Earnings Call Overall Takeaways • Strong momentum: continued record revenue for 2023 fiscal year-end and hit highest record for quarter in Q4 • Record breaking sales orders – 3.5 million in June FY2024 The HUB of • Talem Therapeutics enters into exclusive research collaboration a
Slide 5: Record revenue achieved
Fiscal Year 2023 Q4 Earnings Call Spotlight on business Sales highlights Record revenue achieved • Sales efforts • Shifting discovery paradigm • Results ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodies LTD. All rights reserved. IPA is a trademark of ImmunoPrecise Antibodies LTD. Bi
Slide 6: Antibody discovery signed sales orders by month
Fiscal Year 2023 Q4 Earnings Call Antibody discovery signed sales orders by month anti
Slide 7: Conventional discovery screening funnel vs IPA's integrated solution
IPA’s integrated solution: Early in silico optimization enables effective triaging Seamlessly integrated with high quality wet lab for downstream characterization Conventional discovery IPA’s in silico-driven, integrated screening funnel Ab discovery/development Low Wet lab cycle • Fully integrated,
Slide 8: In silico discovery
Fiscal Year 2023 Q4 Earnings Call Spotlight on business Business development highlights In silico discovery • Business development activities • Results • Astellas • BriaCell • Other ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodies LTD. All rights reserved. IPA is a trademark of Imm
Slide 9: Advancing the combination of wet lab + in silico
Fiscal Year 2023 Q4 Earnings Call Spotlight on business Scientific advancements Advancing the combination of wet lab + in silico • Expansion of single B cell-based antibody discovery: VHHs • Phage display with expanded sequence output ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodie
Slide 10: Talem Pipeline
Fiscal Year 2023 Q4 Earnings Call Talem update Talem Pipeline Program/Target Indication Status Vascular pathologies, in particular Lead candidate selection of potential first- and best-in-class TATX-021 (ALK1) • Diabetic retinopathy molecules from prioritized endogenous target binders • Pulmonary ar
Slide 11: Strong Momentum
Fiscal Year 2023 Q4 Earnings Call Spotlight on business Operational Updates Strong Momentum IPA has dedicated years to building a strong foundation for leading innovation. Our commitment to bringing together cutting-edge technologies and delivering high- quality products to our clients has been a dr
Slide 12: LENSai and HYFTs – Powerful patented AI technology
Fiscal Year 2023 Q4 Earnings Call Powerful patented AI technology LENSai™ and HYFTs® – In Silico Discovery + Data Management Solutions ir.ipatherapeutics.com | NASDAQ:IPA
Slide 13: Market snapshot Data Management
Fiscal Year 2023 Q4 Earnings Call Market snapshot Data Management Big data in healthcare Industries Product market prediction1 segmentation Pharma In silico discovery Pharma Large 105.73 B (human/ research veterinary) institutions CAGR 13,85% Small Large Biotech Agriculture AI accelerated Data 32.9
Slide 14: Fiscal Year 2023 Financial Update
Fiscal Year 2023 Q4 Earnings Call Fiscal Year 2023 Financial Update ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodies LTD. All rights reserved. IPA is a trademark of ImmunoPrecise Antibodies LTD. BioStrand is an independently operating subsidiary of BioStrand, BV. LENSai and HYFTS a
Slide 15: Trends in Revenue and Gross Profit
Fiscal Year 2023 Q4 Earnings Call Trends in Revenue and Gross Profit Revenue 20665 Gross Profit 19364 17912 11538 10983 11563 Year Ended Year Ended Year Ended April 30, 2021 April 30, 2022 April 30, 2023 Ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodies LTD. All rights reserved. IPA
Slide 16: Changes in Operating Expenses
Fiscal Year 2023 Q4 Earnings Call Changes in Operating Expenses Ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodies LTD. All rights reserved. IPA is a trademark of ImmunoPrecise Antibodies LTD. BioStrand is an independently operating subsidiary of BioStrand, BV. LENSai and HYFTS are t
Slide 17: Changes in Other Income (Expense)
Fiscal Year 2023 Q4 Earnings Call Changes in Other Income (Expense) Ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodies LTD. All rights reserved. IPA is a trademark of ImmunoPrecise Antibodies LTD. BioStrand is an independently operating subsidiary of BioStrand, BV. LENSai and HYFTS a
Slide 18: Changes in Net Loss
Fiscal Year 2023 Q4 Earnings Call Changes in Net Loss Ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise Antibodies LTD. All rights reserved. IPA is a trademark of ImmunoPrecise Antibodies LTD. BioStrand is an independently operating subsidiary of BioStrand, BV. LENSai and HYFTS are trademarks
Slide 19: Changes in Cash Balance
Fiscal Year 2023 Q4 Earnings Call Changes in Cash Balance April 30, 2023 8366 April 30, 2022 29965 $740 ($621) ($1,967) ($19,833) Cash used in Cash used in Cash used in Effect of FX Operating Activities Investing Activities Investing Financing Ir.ipatherapeutics.com | NASDAQ:IPA ©2023 ImmunoPrecise
Slide 20: Fiscal Year 2023 Earnings Call
Fiscal Year 2023 Earnings Call July 7, 2023 | ipatherapeutics.com | NASDAQ: IPA, TSXV: IPA
ImmunoPrecise Antibodies — FY2023 Earnings Presentation on 6ix