Quanterix Corporation · NASDAQ:QTRX
Quanterix — Merger or Acquisition (January 2025)
15 slides from Quanterix's merger presentation, Jan 10, 2025
Slide 1: First Integrated Solution for Ultra-Sensitive Detection of Blood and Tissue Based Protein Biomarkers
First Integrated Solution for Ultra- Sensitive Detection of Blood and Tissue Based Protein Biomarkers Uniquely positioned to speed up market development of new diagnostic testing solutions January 10, 2025
Slide 2: Legal Information
Legal Information IMPORTANT ADDITIONAL INFORMATION In connection with the proposed transaction, Quanterix Corporation (“Quanterix” or “QTRX”) will file with the U.S. Securities and Exchange Commission (the “SEC”) a registration statement on Form S-4 (the “registration statement”), which will contain
Slide 3: Legal Information
Legal Information CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS (CONTD.) All forward-looking statements, expressed or implied, included in this presentation are expressly qualified in their entirety by the cautionary statements contained or referred to herein. If one or more events relat
Slide 4: Transaction Overview
Transaction Overview All-stock transaction Consideration AKYA shareholders to receive 0.318x QTRX shares per share of AKYA QTRX shareholders to own ~70% of combined entity Ownership AKYA shareholders to own ~30% of combined entity AKYA will nominate 2 candidates to join QTRX’s Board of Directors, wi
Slide 5: Accelerated Path to Scale and Profitability with Focus on High Growth Markets
Accelerated Path to Scale and Profitability with Focus on High Growth Markets 01 Growth Attractive growth expected in a $5B1 addressable market Combined revenue of ~$220M2 Scale Expected strong double-digit organic revenue growth by 2026 Significant annual cost synergies of ~$40M by end of 2026 Effi
Slide 6: Quanterix Today: Leader in Ultra-Sensitive Biomarker Detection
Quanterix Today Leader in Ultra-Sensitive Biomarker Detection Unmatched Technology $134-138M >1,000 Proven track record of 2024 Revenue Guidance1 Installed Base operating discipline Early penetration 3,100+ 51-55% Publications 2024 Non-GAAP Gross in multi-billion diagnostics Margin1 Guidance CLIA la
Slide 7: Akoya Biosciences: Leading the Spatial Biology Revolution
Akoya Biosciences Leading the Spatial Biology Revolution Established leader with largest install base in market $80-85M ~1,300 Fastest and most robust 2024 Revenue Guidance Installed Base platform for tissue biomarker detection Recurring revenue 1,600+ 59% through reagents, Publications Q1-Q3’24 Non
Slide 8: Continued Execution of Quanterix's Growth Plan
Continued Execution of Quanterix's Growth Plan • Extend lead position in Neurology biomarkers Grow Menu • Launch first of its kind, novel brain-derived and neuro-inflammatory markers • Extracellular Vesicle (EVs) biomarker detection solutions • Enter Immunology with launch of new mid-plex platform •
Slide 9: Immediate Opportunity to Increase Serviceable Addressable Market
Immediate Opportunity to Increase Serviceable Addressable Market + Tissue Addition of cutting-edge spatial biology $5B* Spatial Biology solutions ~1,300 Akoya installed base with focus on capabilities oncology and immunology Technology portfolio addresses customer needs in high growth markets $3B* +
Slide 10: Uniquely positioned to accelerate market development of new liquid biopsy tests
Uniquely positioned to accelerate market development of new liquid biopsy tests … #1 in Spatial #1 in Ultra-Sensitive Phenotyping tools Detection of Biomarkers Transformative Portfolio Track disease progression from tissue to blood … as liquid biopsy is expected to eventually surpass the market siz
Slide 11: Uniting Clinical and Anatomical Pathology
Uniting Clinical and Anatomical Pathology First integrated dashboard harmonizing pathologist toolset Integrated approach from tissue to blood Clinical Anatomical Pathology ✓ Liquid biopsy to tissue of origin ✓ Choosing right treatment Pathology ✓ Monitoring of tumor treatment Tissue discovery transl
Slide 12: Complementary Technology and Service Offerings Expand Commercial Reach
Complementary Technology and Service Offerings Expand Commercial Reach Instruments Assay & Reagents Lab Testing Services Diagnostics HD-X SR-X SP-X LucentAD Complete +90% Sensitivity, & Accuracy Specificity Broad Alzheimer’s Disease Ultra-sensitive SIMOA Catalog and custom CLIA certified lab with wi
Slide 13: Combined Company: Strong Double-Digit Organic Growth by 2026
Combined Company: Strong Double-Digit Organic Growth by 2026 Uniquely positioned to speed market development of new liquid biopsy tests Near-term Growth Drivers Apply consumables product development engine to accelerate growth of new biomarker Menu pairs across tissue and blood. Suite of synergisti
Slide 14: Significant Cost Synergies
Significant Cost Synergies COSTS Cost of Goods Combined reagent manufacturing capabilities / infrastructure to improve overall margins ~$20M ~$40M In first 12 months Annual cost synergies by Integrated commercial organization capable end of 2026 Commercial of cross selling products / solutions into
Slide 15: Uniquely Positioned to Deliver Value
Uniquely Positioned to Deliver Value Creates first integrated Unlocks a high-growth $5B1 addressable Transformative platform of liquid and market across Neurology, Immunology and Portfolio tissue biomarkers Oncology Expanded customer Combined revenue of ~$220M2 High relationships & continuum of solu