10x Genomics, Inc. · NASDAQ:TXG
10x Genomics — 43rd Annual J.P. Morgan Healthcare Conference (January 2025)
26 slides from 10x Genomics's conference presentation, Jan 13, 2025
Slide 1: 43rd Annual J.P. Morgan Healthcare Conference
43rd Annual J.P. Morgan Healthcare Conference Serge Saxonov CEO and Co-founder January 13, 2025
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements in this presentation and the accompanying oral commentary are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 as contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E o
Slide 3: Our Mission
Our Mission Accelerate the mastery of biology to advance human health © 10X GENOMICS, INC. 2025 3
Slide 4: Biology Is Immensely Complex
Biology Is Immensely Complex And needs to be measured at large scale and high resolution Enormous complexity within each cell Interactions of millions of different molecules and molecular machines 40 trillion cells in the human body Each cell contains its own set of expressed genes Cells form tissue
Slide 5: Biology Can Only Be Understood at the Cellular Level
Biology Can Only Be Understood at the Cellular Level Single Cell Analysis Compile the parts list of human biology Spatial Analysis Bulk Analysis Understand how the Measure mixtures which misses underlying biology parts fit together © 10X GENOMICS, INC. 2025 5
Slide 6: 10x Is Powering the Single Cell and Spatial Revolutions
10x Is Powering the Single Cell and Spatial Revolutions Single Cell Spatial Chromium Visium Xenium Instruments, consumables and software to measure biology at large scale and unprecedented resolution © 10X GENOMICS, INC. 2025 6
Slide 7: Proven Innovation Engine
GEM-X — Single cell — Spatial Proven Innovation Engine Visium HD Xenium 5K Xenium Panels Automation Capabilities Flex + 30+ Major Products ~2,600 Patents and Applications Xenium Platform Visium CytAssist Proteins Visium + Proteins Chromium X Single Cell Series Gene Expression 10x Cloud Flex Chromium
Slide 8: Broad Commercial Reach Scaled for Growth
Broad Commercial Reach Scaled for Growth Robust customer service Dedicated and and support specialized sales team 98% Customer Satisfaction Score 200+ commissionable salesforce Strong customer partnerships ~10,000 customer papers Deep in-field expertise in high-impact journals 180+ technical and app
Slide 9: Scaled Operations to Deliver High Quality Globally
Scaled Operations to Deliver High Quality Globally Scaled Global Operations to Support the Full Range of Customer Segments High Quality Business Continuity ● ISO9001; pursuing ISO13485 ● Cross-functional product development process with R&D Leiden Global Distribution Pleasanton Consistency Taiwan ●
Slide 10: Preliminary 2024 Results
Preliminary 2024 Results Year of Transition ~$611M ~$493M ✓ Launched multiple major products redefining all three platforms with Total 2024 Revenue Consumables Xenium Prime 5K, Visium HD and Chromium Revenue GEM-X architecture ✓ Reduced single cell pricing with new 1,050+ ~$393M products to unlock e
Slide 11: Replacing the Legacy Toolkit Across Life Sciences
Replacing the Legacy Toolkit Across Life Sciences Resolution: spatial & cellular insights IF & Flow ISH cytometry IHC High High-content imaging & cell-based assays PCR/qPCR Low ELISAs Western Bulk next-gen blots sequencing Low High Scale of measurements: plexy, number of analytes © 10X GENOMICS, INC
Slide 12: Fueling Discoveries Across Life Sciences
Fueling Discoveries Across Life Sciences ~10,000 customer papers in high-impact journals +40% growth year over year
Slide 13: Large Opportunity in Life Science Research
Large Opportunity in Life Science Research A $13B Serviceable Addressable Market Today Future Growth Drivers Expansion in mainstream biology 1 ~80% of current customers self-identify as “early adopters or innovators” Expansion in translational research 2 FFPE and fixation compatibility particularly
Slide 14: Gold Standard in Single Cell
Gold Standard in Single Cell Category-Defining Chromium Platform ● Catalyzed Single Cell revolution ● Broad menu of assays, analytes and applications ● Best performance, data quality and ease of use ● Accessible cost at any scale ● Extensive ecosystem of customers, datasets, protocols and papers ● U
Slide 15: 2024 Single Cell Product Launches
2024 Single Cell Product Launches Setting a New Standard for Scale and Performance. At Lower Cost. New Products Major New Capabilities Whole Blood Fixation GEM-X Universal 3’ On-Chip Multiplexing for 3’ and 5’ Fixation for Universal 3’ and 5’ GEM-X Universal 5’ Chromium Xo Intracellular Protein GEM-
Slide 16: Leading the Spatial Revolution
Leading the Spatial Revolution Rapidly Growing Visium and Xenium Platforms ● Bringing together the worlds of histology and genomics ● Versatile: whole transcriptome, targeted, fully custom, protein and RNA ● 8 independent Xenium benchmarking studies: superior performance in sensitivity, specificity,
Slide 17: 2024 Spatial Product Launches
2024 Spatial Product Launches Delivering Higher Resolution, Much Larger Plex and More Applications “2024 marks a watershed moment in spatial transcriptomics with the Visium HD arrival of Xenium 5K and Visium HD – technologies that have Whole transcriptome analysis at single cell-scale transformed ou
Slide 18: 10x Platforms Produce Complementary Data
10x Platforms Produce Complementary Data Visium Chromium Product Ecosystem Xenium © 10X GENOMICS, INC. 2025 18
Slide 19: Future Product Development Directions
Future Product Development Directions Measure More Biology Improve End-to-End Workflows Lower Cost ● More analytes, applications ● Workflow robustness, experimental ● Lower cost per cell, tissue area, and multiomics logistics sample, experiment and project ● Higher resolution, sensitivity ● Sample p
Slide 20: New, Specialized Sales Organization to Drive Growth at Scale
New, Specialized Sales Organization to Drive Growth at Scale Capital Equipment Expertise Accelerate Xenium adoption New Customer Acquisition Expand the ecosystem Drive growth through new applications, Customer Utilization and Expansion larger scale and routine use Pharma and Biotech Expertise Delive
Slide 21: Translational Cohort Studies
Translational Cohort Studies Evaluating thousands of tumor and Spatial multiomics dataset from ~7,000 Mapping 50 million human cells from immune samples to find biomarkers of patients for the identification of new 10,000 people to identify unique genomic progression from early precursor conditions d
Slide 22: Utility Across the Drug Development Continuum
Utility Across the Drug Development Continuum Discovery Stages Preclinical Clinical Post Market (2–5 Years) (1–3 Years) (3–7 Years) (Many Years) Hit Discovery Hit-to-Lead Target Target Preclinical Clinical Trials Clinical Trials Post-Market & Assay & Lead Identification Validation Development Phase
Slide 23: Large-Scale CRISPR Screens
Large-Scale CRISPR Screens Functional Genomics at Scale Exponential Growth in Publications “We now envision a Perturbation Massively Parallel CRISPR-Based Genetic Perturbation Screening at Single-Cell Resolution Cell Atlas as a generative causal foundation model to unify human cell biology.” Spatial
Slide 24: Mastering Biology with 10x and AI
Mastering Biology with 10x and AI Large-Scale Data Molecules, Cells, Tissues AI Models 10x Experiments Accelerate Understanding of biology • Creation of new medicines • Development of new diagnostics © 10X GENOMICS, INC. 2025 24
Slide 25: Key Takeaways
Key Takeaways 1 10x is the leader at the nexus of foundational technologies and large markets 2 Innovation engine and leadership drive sustained competitive differentiation Multiple pillars of robust growth ahead with expansion opportunities in mainstream 3 biology research, translational applicatio
Slide 26: Thank You
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