Bionano Genomics, Inc. · NASDAQ:BNGO
Bionano Genomics — Investor Presentation (January 2021)
22 slides from Bionano Genomics's investor presentation, Jan 7, 2021
Slide 1: Corporate Overview
January 2021R. Erik Holmlin, CEOChris Stewart, CFO Corporate Overview
Slide 2: Legal Disclaimer
Legal DisclaimerThis presentation contains forward-looking statements. Forward-looking statements describe future expectations, plans, results or strategies and are generally preceded by terms such as “may,” “will,” “should,” “could,” “would,” “expects,” “plans,” “anticipates,” “believes,” “estimate
Slide 3: Creating a Market Leader in Cytogenomics
Creating a Market Leader in Cytogenomics
Slide 4: The Diagnostic Journey Often Ends in Frustration and Premature Death
The Diagnostic Journey Often Ends in Frustration, Disappointment and Premature Death Because the Current Tools are Insufficient Constitutional Genetic DiseasesNeuro-developmental disorders (NDDs) occur at a rate of 1 in 6A substantial fraction (50 – 70%) of test results are negativeWithout a definit
Slide 5: Better Tools are Needed Because Genome Variations Are Not All the Same
Better Tools are Needed Because the Genome Variations that Cause Disease Are Not All the Same! Insertion Deletion Translocation Inversion Repeat Expansion Single NucleotidePolymorphisms(SNPs)1 base pair (bp) StructuralVariations(SVs)100s bp to Millions bp AneuploidyFull Chromosomes
Slide 6: Sequencers Cannot Reliably Detect Structural Variations
Sequencers Cannot Reliably Detect Structural Variations 1 to 100s base pairs (bp) 100s bp to Millions bp Insertion Deletion Repeats Translocation Inversion Sequencers can detect these Sequencers are BLIND to these ONLY Saphyr detects these large SVs that cause disease* ✓ SNPs to Small Structural Var
Slide 7: Cytogenetics & Cytogenomics are the Current Paradigm in Testing for SVs
ACMG, AMP, AAN, AAP recommend KT/FISH/CMA/Frag-X as the standard of care for constitutional disordersWHO/NCCN/NCI/NHS recommend KT/FISH/CMA as standard of care for hematologic malignancies. Cytogenetics & Cytogenomics are the Current Paradigm in Testing for SVs Cytogenetics means the detection of ch
Slide 8: The Cytogenetics Workflow is a Nightmare!
The Cytogenetics Workflow is a Nightmare! Based on the Cyto worklow at NHS Lothian, Edinburgh Scotland,per Dr. Eddy Maher
Slide 9: Saphyr offers an Alternative to Traditional Cyto Methods
Saphyr offers an Alternative to Traditional Cyto Methods by Offering a One-Stop-Shop for Detecting all SVs Recommended by Medical Guidelines
Slide 10: We Estimate our Market Opportunity to be $2.6B – $3.8B
We Estimate our Market Opportunity to be $2.6B – $3.8B Based on Selling As Many as 10,000 Saphyr Systems CYTOGENETICS(Digital Cytogenetics) 2,500+ cytogenetics labs worldwide $0.5B-$0.6B Estimated revenues $0.2B-$0.4B Estimated annual recurring revenues DISCOVERY RESEARCH(Complement Sequencing) 7,00
Slide 11: Bionano is Alone in Addressing SVs and Digital Cytogenetics
We Believe Bionano is Alone in Addressing SVs and Digital Cytogenetics Comprehensive SVs+ Digital Cyto Single Cell Analysis SNPs Exomes WGS TranscriptomeRNA SEQ Spatial Analysis DNA RNA
Slide 12: Studies Show 100% Concordance with the Standard of Care Methods
Studies Show 100% Concordance with the Standard of Care Methods BIONANO FOUND ALL clinically reported variants detected by Karyotype, FISH and Chromosomal Microarray NO OTHER TECH has been shown, in a single assay, to deliver results of all 3 traditional technologies
Slide 13: US Thought Leaders Recommend Saphyr as an Alternative to Karyotyping in AML
Consortium of US Thought Leaders Recommend Saphyr as an Alternative to Karyotyping in AML
Slide 14: Case Study: Saphyr Found the SV Responsible in Pediatric Genetic Disease
Case Study: Saphyr Found the SV that Was Responsible, Helping Solve This Case in Pediatric Genetic Disease Chromosome 15 Chromosome X 410 kbp duplication/insertion Destroys normal function of the DMD Saphyr detected a 410kbp duplication & insertion in the DMD gene which provided a definitive molecul
Slide 15: UCSF & Children's Hospital of Oakland Study
UCSF & Children’s Hospital of Oakland Study – Largest study of Dx Yield - Shows Saphyr can Diagnose Additional 18% of Undiagnosed Patients
Slide 16: Bionano Data are Proving Essential in Advancing Discovery Research
Bionano Data are Proving to be Essential in Advancing Discovery Research ALS Resolved mosaic repeat expansions Alzheimer’s DiseaseIdentified deletions in CR1 Leukemia In 12 patients, found dozens of novel genes with recurring structural variants Hepatocellular CarcinomaIdentified Hep B Virus inserti
Slide 17: Saphyr in the Search for COVID-19 Risk Markers
Saphyr will be used to identify variants in host genomes that influence COVID-19 response, severity, progression and drug response First study in Wuhan with Bionano service provider GrandOmics is underway European study involving University of Hannover genomic epidemiologists launched March 2020 CHI
Slide 18: Acquired Lineagen, a Leader in Pediatric Neurodevelopmental Diagnostics
In August 2020, We Acquired the Diagnostics Service Provider, Lineagen, a Leader in Diagnostic Services for Pediatric Neurodevelopmental Disorders FROM ONE BUCCAL SWAB . . . Multiple revenue streamsCLIA-certified LDTs and servicesPersonalized, easy-to-understand results Genetic counseling and clinic
Slide 19: Lineagen Adds Revenue & Accelerates Clinical Adoption of Saphyr
Lineagen Adds Revenue & Accelerates Clinical Adoption of Saphyr ESSENTIAL COMPONENTS FOR BUILDING REIMBURSED DX MENU ON SAPHYR Trained billing specialists lay groundwork for reimbursement of Saphyr LDTs COMBINING PRODUCT-AND SERVICE-BASED BUSINESSES Proprietary database from Toronto Sick Kids Hospit
Slide 20: 2020 Corporate Highlights
2020 Corporate Highlights Q1 Q2 Q3 Q4 Landmark Publication: Concordance with Cyto in Leukemias Initiated COVID-19 Host Genome Studies 5694 19 Increased Throughput/output Presentations Saphyr Shipped83 installed New Go to Market – Bionano Data CentricServices, Reagent Rentals & Capital Purchase Conso
Slide 21: Experienced Management Team and Board
Experienced Management Team and Board Albert Luderer, PhDCEO – Integrated Dx David Barker, PhDChairman of Bionano; former CSO of Illumina Yvonne Linney, PhDFounder – Linney BioConsulting Erik Holmlin, PhDPresident, CEO & Board Member Mark OldakowskiChief Operating Officer Christopher TwomeyFormer CF
Slide 22: Thank You
Thank You Contact:R. Erik HolmlinCEOeholmlin@bionanogenomics.com Chris StewartCFOcstewart@bionanogenomics.com
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