Microba Life Sciences Limited · ASX:MAP
Microba Life Sciences — HealthInvest 2025 Investor Conference
31 slides from Microba Life Sciences's conference presentation, Apr 2, 2025
Slide 1: HealthInvest 2025 Investor Conference Presentation (ASX Announcement)
ASX Announcement 2 April 2025 HealthInvest 2025 Investor Conference Presentation Microba Life Sciences Limited (ASX: MAP) (“Microba”) is pleased to announce that Chief Executive Officer, Dr Luke Reid, will present at the HealthInvest 2025 Investor Conference, taking place today, Wednesday 2 April 20
Slide 2: At the forefront of microbiome diagnostics & therapeutics
For personal use only At the forefront of microbiome diagnostics & therapeutics HealthInvest 2025 Presentation ASX: MAP 2 APRIL 2025 Authorised for release by CEO & Chair
Slide 3: 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 4: The Microbiome Opportunity
3 For personal use only SECTION 1 The Microbiome Opportunity The next frontier in precision healthcare
Slide 5: Chronic diseases remain difficult to diagnose, treat, manage and cure
4 Chronic diseases remain difficult to diagnose, For personal use only treat, manage and cure Gastrointestinal Mental Cardiovascular Cancer Autoimmune Allergy
Slide 6: Chronic diseases represent over 90% of US healthcare spend
5 Chronic diseases collectively represent over 90% of healthcare spend in the US. For personal use only US$4 Trillion Ninety percent of the nation’s US$4.5 trillion in annual health care expenditures are for people with chronic and mental health conditions* Gastrointestinal Mental Cardiovascular Can
Slide 7: The gut microbiome is implicated in all of these conditions
6 The gut microbiome is implicated in all of these conditions. For personal use only 21,000+ Research publications demonstrate a clear link between chronic diseases and the gut microbiome* Gastrointestinal Mental Cardiovascular Cancer Autoimmune Allergy PubMed search terms "gut microbiome/microbiota
Slide 8: Changing the gut microbiome can treat chronic disease
7 Changing the gut microbiome can treat chronic disease. For personal use only 150+ Global clinical studies demonstrate that microbiome modulation can influence disease outcomes and clinical symptoms* Gastrointestinal Mental Cardiovascular Cancer Autoimmune Allergy PubMed search terms "gut microbiom
Slide 9: Combating chronic disease through microbiome diagnostics and therapeutics
Combating chronic disease through microbiome 8 diagnostics and therapeutics $1.4 trillion healthcare disruption opportunity For personal use only Microbiome testing to diagnose and match patients Microbiome therapy to treat with the right treatment chronic diseases $125B Est. TAM $1.3T Est. TAM Mana
Slide 10: Sonic Healthcare partnership testimonial
9 For personal use only “Our partnership with Microba exemplifies our commitment to invest in cutting edge developments in laboratory medicine. We see microbiome testing becoming a key part of pathology over coming years and are excited about the potential of this partnership and the opportunities t
Slide 11: Why Microba?
10 For personal use only SECTION 2 Why Microba? The world's leading clinical Microbiome company
Slide 12: Microba is the world's leading clinical microbiome company
Microba is the world’s leading clinical 11 Microbiome company - proven science & real patient outcomes For personal use only Deep bench of Clear, global & Family of Proprietary Impact and world-class ambitious mutually- technology - growth- leaders vision reinforcing powered oriented businesses flyw
Slide 13: Clear, global and ambitious vision
Clear, global and ambitious vision 12 For personal use only Broad-based Regular testing is Usage of approved Millions of patients acceptance commonplace therapeutics is living healthier lives The microbiome is High quality and routine Microbiome diagnostics recognised by clinically useful Microbiome
Slide 14: Microba's Diagnostics
13 For personal use only SECTION 3 Microba's Diagnostics A vision for improved patient health outcomes at scale
Slide 15: Our diagnostics focus
14 Our diagnostics focus For personal use only Patients suffering from gastrointestinal disease Gastrointestinal Mental Cardiovascular Cancer Autoimmune Allergy → Focusing, and solving this first will then enable us to advance to the next problem
Slide 16: Why Gastrointestinal Disease?
Why Gastrointestinal Disease? 15 Millions of patients affected. Half 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 %
Slide 17: Microba's current comprehensive diagnostic products
Microba’s current comprehensive diagnostic products 16 lead the market in addressing this problem head-on For personal use only First line Gastrointestinal pathogen test Launched March 2024 – Currently sold to Medical Clinicians Diagnosing pathogenic causes Stool DNA test. of GI symptoms 175 tar
Slide 18: Getting answers for patients in need
Getting answers for patients in need 17 Microba’s diagnostic products are closing the gap on GI symptom diagnosis and treatment For personal use only 100% 28% new insights with * 47% 50% ** Unresolved 24% new diagnoses with ** 0% % of patients achieving resolution of gastrointestinal symptoms after
Slide 19: A multi-billion dollar market opportunity
A multi-billion dollar market opportunity 18 For personal use only $25B+ Total Market Size* * Assessment completed with Boston based MedTech specialist consultancy Veranex Inc. Assessment analysed US Medicare claims analysis for target patient populations, extrapolated Private and Medicaid numbers,
Slide 20: Our North Star Metric
For personal use only Our North Star Metric Global impact through 1 million tests
Slide 21: Growing sales and clinical adoption in Australia
Growing sales and clinical adoption in Australia 20 Tests Sold - Australia 5,000 For personal use only 4,000 3,000 2,000 1,000 - H2FY23 H1FY24 H2FY24 H1FY25 MetaXplore Tests Sales MetaPanel Test Sales Australia
Slide 22: Early access MetaXplore adoption in United Kingdom
Early access MetaXplore adoption in United Kingdom 21 Tests Sold – United Kingdom 100 For personal use only 90 80 70 60 50 40 30 20 10 0 Nov-24 Dec-24 Jan-25 Feb-25 March March MTD* - MTD (16th) United Kingdom *March Month-To-Date as at 19 March 2025
Slide 23: Testimonial
Testimonial 22 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 plan. I am gr
Slide 24: Microba's annual revenue growth is accelerating
Microba’s annual revenue growth is accelerating 23 14 123% For personal use only 12.1 12 10 8.0 8 $ Million 6 5.4 4.7 4 3.7 2.9 1.8 2 0.0 - FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 H1FY25
Slide 25: Diagnostics Key Take Home Messages
Diagnostics Key Take Home Messages 24 • The market for this new diagnostic category of microbiome testing is potentially worth more than $100B For personal use only • Our focus today is patients with unresolved GI disease, a $25B market opportunity • 2 world leading products addressing these patient
Slide 26: Microba's Therapeutics
25 For personal use only SECTION 4 Microba’s Therapeutics To combat disease through microbiome health
Slide 27: Our primary therapeutic focus
26 Our primary therapeutic focus For personal use only Clinical: Patients suffering from Inflammatory Bowel Disease Gastrointestinal Autoimmune Oncology Allergy Neuro Cardiovascular → 26
Slide 28: Therapeutic pipeline & catalysts
27 Therapeutic pipeline & catalysts For personal use only Development Core Program Discovery R&D Preclinical Phase 1 Phase 2 Partners MAP 315 Phase 2 IND submission currently (LBP) being compiled IBD (Ulcerative Colitis) Undisclosed (LBP) Pre-clinical biology Undisclosed Immuno-oncology supporting l
Slide 29: Recent IBD Transactions
Recent IBD Transactions 28 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 30: Key areas of focus and Financial Snapshot
Key areas of focus 29 Diagnostics Financial Snapshot ASX Code MAP • For personal use only Australia – continued momentum in diagnostic sales growth and clinical adoption Market capitalisation1 $92m • United Kingdom – accelerating MetaXplore to Shares on issue 447.85m full market access 52-week low /
Slide 31: Join Microba's Interactive Investor Hub
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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