Slide 1: Q4 FY23 Quarterly Investor Presentation
ASX Announcement 27 July 2023 Q4 FY23 Quarterly Investor Presentation Microba Life Sciences Limited (ASX: MAP) (“Microba” or the “Company”) is pleased to provide its Q4 FY23 Investor Presentation to be delivered at the Quarterly Investor Webinar held with CEO Dr Luke Reid and SVP, Therapeutics Prof
Slide 2: Transforming health through the human microbiome
Transforming health through the human microbiome July 2023
Slide 3: Disclaimer
Disclaimer 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 abs
Slide 4: Two core business segments driven by a proprietary databank
Two core business segments driven by a proprietary databank Services Databank Therapeutics Proprietary databank Data Health Data Insights Customer Novel Testing Therapies Biome Data Microba provides testing Data-driven therapeutics and data analysis for a fee platform developing to clinicians, consu
Slide 5: Company Snapshot
Company Snapshot Continuous YoY Partnerships with market leaders Large, unique, proprietary revenue growth over incl. Sonic Healthcare (ASX: SHL), microbiome databank 5 years of operations Ginkgo Bioworks (NYSE: DNA), SYNLAB (GR:SYAB) + more 3 key therapeutic programs World-leading technology Global
Slide 6: Recent Milestones
Recent Milestones FIRST DISTRIBUTION AGREEMENT EXPANSION INTO 7 NEW COUNTRIES First agreement executed to deliver Microba’s advanced Signed agreements for Poland, Hungary, Romania, infectious disease test MetaPanelỰinto Australia Croatia, Türkiye, Czech Republic and Brazil PHASE 1 CLINICAL TRIAL COM
Slide 7: Microbiome Services Driving global revenues and data growth
Microbiome Services Driving global revenues and data growth 6
Slide 8: Q4 Financial Highlights – Strong growth in Personal Testing revenue
Q4 Financial Highlights – Strong growth in Personal Testing revenue Q4 FY23 Revenue versus pcp* H2 FY23 Revenue versus H1 * FY23 Revenue versus FY22 * (A$m) (A$m) (A$m) Growth rate Growth rate Growth rate versus pcp versus pcp versus pcp 3.26 5.42 2.25 15% 21% 52% 4.69 1.86 1.28 2.15 3.07 35% 1.89 2
Slide 9: Advanced microbiome testing addressing large markets in healthcare
Advanced microbiome testing addressing large markets in healthcare Addressable Healthcare Markets Gastrointestinal disorders Gastrointestinal infection Is the microbiome contributing to the patients Does the patient have a pathogen and how can I DGBI and how can they manage? selectively treat it? 15
Slide 10: Advanced, comprehensive, GI testing for improved management of chronic GI disorders
Advanced, comprehensive, GI testing for improved management of chronic GI disorders Large addressable patient population est. >150m ppl Comprehensive GI and microbiome assessment - Diagnostic and investigative gastrointestinal health markers (7 markers) - Diagnostic pathogen and parasite detection (
Slide 11: Unlocking the power of metagenomics for comprehensive assessment of enteric infections
Unlocking the power of metagenomics for comprehensive assessment of enteric infections High risk and immunocompromised initial patient population >16m Most comprehensive GI infectious disease test available spanning a comprehensive set of targets: - multi-domain pathogen species - virulence factors
Slide 12: Microba's leading international bench of healthcare partners
Microba’s leading international bench of healthcare partners $9.3bn Revenue $5.8bn Revenue Partnership: UK, Germany, Leading GI Diagnostics in US Raised USD $800m Partnership: Europe Belgium, Australia, US, Partnership: US Partnership: GCC Region & LATAM NZ & Switzerland Microba’s Healthcare & Patho
Slide 13: Significant international distribution expansion for Microba's testing services
Significant international distribution expansion for Microba’s testing services Leading bench of healthcare partners provides access into 35 countries with 13 now operational Contracted partner/s operational Access to this country through existing distribution partner network 12
Slide 14: Global growth driven through Microba's distribution partner network
Global growth driven through Microba’s distribution partner network Executing to progressively Partner Success Program Stages move partners through Microba’s partner success program to provide Stage 1 Stage 2 Stage 3 Stage 4 Microba-powered testing Planning & Operationalisation Sales & Marketing Exe
Slide 15: Microbiome Therapeutics
Microbiome Therapeutics Developing novel monoclonal microbial cell therapies 14
Slide 16: A therapeutic revolution. Novel, precision microbiome therapeutics
A therapeutic revolution. Novel, precision microbiome therapeutics Precision Microbiome Therapeutics Innovative Pipeline Precision microbiome analysis platform delivering Excellent safety profile unparalleled accuracy, coverage & depth. Scalable GMP manufacturing for high dose oral delivery
Slide 17: Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies
Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies Population Identify AI & Advanced Monoclonal Disease testing groups Biostatistics microbial Models Healthy drug lead Orally administered, healthy Disease human donor derived, monoclonal bacterial cell dr
Slide 18: Rapid progress tapping the therapeutic potential of the human microbiome
Rapid progress tapping the therapeutic potential of the human microbiome for major chronic diseases Inflammatory Bowel Disease Cancer Immunotherapy Autoimmune Diseases PHASE I IN PROCESS PRECLINICAL SCREENING Recently Completed Recently Completed Recently Completed Phase I HREC approval Leads di
Slide 19: Inflammatory Bowel Disease program – MAP 315
Inflammatory Bowel Disease program – MAP 315 Addressing a key gap in existing therapy for UC sufferers Ulcerative Colitis Addressable Ulcerative Colitis Therapeutic Patient Population1 Global Market Size2 MAP 315 has the potential to (% of total) Mild Moderate Severe ($USD Billion) 10.8 provide nove
Slide 20: Immuno-oncology program – Positive first animal data
Immuno-oncology program – Positive first animal data 1 Human clinical data driven lead candidate discovery 2 Proof of concept achieved in immune checkpoint inhibitor (ICI) refractive mouse model Positive animal efficacy data has been generated for Microba’s immuno-oncology therapeutic leads. A signi
Slide 21: Autoimmune disease program - Positive first in vitro results
Autoimmune disease program - Positive first in vitro results Building towards biobank of valuable therapeutic assets Novel high-throughput anaerobic cultivation and screening platform has been established in partnership NYSE: DNA | Market cap $4.7B* | Boston HQ First results have been delivered
Slide 22: The start of a therapeutic revolution
The start of a therapeutic revolution 1 First Generation 2 Second Generation 3 Next Generation Fecal Doner Derived Bacterial Consortia Single Strain & Small Molecule FDA approval Nov 30 2022 Vedanta Biosciences Feacal doner derived enema Vedanta Biosciences Raises drug product $106.5M in Funding MAP
Slide 23: Some recent IBD and microbiome deals
Some recent IBD and microbiome deals Licensee / Licensor / Date Type Deal size Indication / clinical stage Acquiror Target Apr 2023 Acquisition Total deal size: US$10.8b Ulcerative Colitis (phase 2) Crohn’s disease (phase 2A) Autoimmune diseases (phase I or pre clinical) July 2022 R&D Total deal siz
Slide 24: Outlook
Outlook MiCROBA
Slide 25: Upcoming Milestones for 2023
Upcoming Milestones for 2023 2023 2023 2023 JAN – MAR APR - JUN JUL - DEC Services Services Services New healthcare product full launch New international distribution deals New country expansion Services Therapeutics - IBD MAP 315 program Services New international distribution deals HREC Approval f
Slide 26: Dr Luke Reid
Dr Luke Reid Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Pas quale Rombola Brisbane QLD Australia Chairman pasquale.rombola@microba.com Laboratory Princess Alexandra Hospital Woolloongabba QLD Australia