Cerus Corporation · NASDAQ:CERS
Cerus — Investor Presentation (January 2022)
13 slides from Cerus's investor presentation, Jan 10, 2022
Slide 1: Cerus Corporation
Cerus Corporation January 10, 2022
Slide 2: Forward Looking Statements & Preliminary Product Revenue Results
Forward Looking Statements & Preliminary Product Revenue Results Except for the historical statements contained herein, this presentation contains forward-looking statements concerning Cerus’ products, prospects and expected results, including statements relating to Cerus’ 2022 annual product revenu
Slide 3: Focused on Safeguarding the Blood Supply
Focused on Safeguarding the Blood Supply To make the INTERCEPT® Blood System the Our Mission standard of care in transfusion medicine Pathogen Inactivation/Reduction Market Leader with ~20 years in the market Our Reach Global sales in >40 countries Cumulative kit sales for >10 million INTERCEPT trea
Slide 4: Preliminary Q4:21 and Full Year 2021 Results
Preliminary Q4:21 and Full Year 2021 Results Quarterly Product Revenue Annual Product Revenue Commercial Adoption Accelerating 2017 – 2021E CAGR >30% $45 $140 +42% $40 $120 Product Revenues ($ millions) Product Revenues ($ millions) $35 $100 +23% $30 $80 +23% $25 +40% $20 $60 +17% $15 $40 $10 $20 $5
Slide 5: Strong Market Position on Several Fronts
Strong Market Position on Several Fronts Geographic Expansion Improving Financial Position Deep Pipeline “Sticky” Customers Decades of Significant Real-World Data Accelerating Path Opportunities in Pathogen R&D Efforts to to Potential Concentrated Expand Portfolio & Untapped Markets Reduction Expert
Slide 6: Large & Growing Addressable Market Opportunity for INTERCEPT
Large & Growing Addressable Market Opportunity* for INTERCEPT $5.0B Commercially Available INTERCEPT Products $1.3B $0.7B >$300MM $130.9MM† Cerus 2021 Fibrinogen Plasma Platelets Red Blood Cells^ Product Revenue Complex‡ >$2.3B Global Market Opportunity for Current Product Portfolio Today; >$7B with
Slide 7: 2021: Accelerated U.S. INTERCEPT Platelet Adoption
2021: Accelerated U.S. INTERCEPT Platelet Adoption Cerus Product Revenue by Geography Cerus North America Product Revenue 2017 2021E* 150 2% 2% 120 Product Revenue ($ millions) 15% 90 83% 46% 52% 60 30 North America EMEA ROW North America EMEA ROW 0 2017 2018 2019 2020 2021E* Secured market leadersh
Slide 8: 2022: Driving Sustainable Double-Digit Growth, Led by INTERCEPT Platelets
2022: Driving Sustainable Double-Digit Growth, Led by INTERCEPT Platelets 2022 Product Revenue Guidance $157-164 million* +20-25% vs. 2021 preliminary revenue Key 2022 Priorities Extend leadership Continue initial Scaling Execute on Move towards in U.S. & EMEA launch of IFC across manufacturing focu
Slide 9: Future Expansion of INTERCEPT's Global Reach
Future Expansion of INTERCEPT’s Global Reach INTERCEPT Blood System for Platelets & Plasma Extend leadership Expand into new Introduce next- in current markets markets (e.g., China) generation products INTERCEPT Fibrinogen Complex Generation of real-world Penetration across the US Targeted OUS expan
Slide 10: INTERCEPT Fibrinogen Complex: Initial U.S. Rollout Continues in 2022
INTERCEPT Fibrinogen Complex: Initial U.S. Rollout Continues in 2022 • Approved for treatment and control of bleeding, including massive hemorrhage, associated with fibrinogen deficiency • First IFC revenue recognized in Q3:21 • Received New Technology Add-On Payment, effective Oct. 1, 2021 • Positi
Slide 11: Attractive Financial Profile
Attractive Financial Profile Durable Revenue Growth >90% recurring revenue business† Economies of Scale Working with partners to ramp production and improve product cost profile SG&A Leverage Commercial infrastructure supports global market penetration Focused R&D Investments Robust pipeline focused
Slide 12: Financially disciplined – demonstrating operating leverage
A global leader in the critical field of blood safety and availability. Proprietary and proven pathogen reduction technology is an integral part of blood safety policy in the U.S. helping to potentially create a new standard of care in blood safety. An industry leader with the only FDA-approved prod
Slide 13: Cerus Corporation
Cerus Corporation Investor Relations IR@cerus.com (925) 288-6137 Not to be Reproduced