Quanterix Corporation · NASDAQ:QTRX
Quanterix — J.P. Morgan Healthcare Conference 2023
25 slides from Quanterix's conference presentation, January 2023
Slide 1: J.P. Morgan Healthcare Conference 2023
„ Masoud Toloue, CEO J.P. Morgan Healthcare Conference 2023
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "expect," "plan," "anticipate," "estimate," "intend" and similar expressions (as well as other words or expression
Slide 3: Ultrasensitive biomarker detection to transform the future of healthcare
OUR MISSION Ultrasensitive biomarker detection to transform the future of healthcare (1) INSTRUMENTS ACCELERATOR Placements (2) Projects (2) GEOGRAPHY CUSTOMER NA 60% Academia 55% BIOMARKERS PUBLICATIONS Europe 30% Pharma / CROs 45% Cumulative (2) Cumulative (2) Asia 10% (1) FY2021 actuals $105M (ex
Slide 4: Key Messages
Key Messages Our unmatched Simoa technology is a key competitive advantage for continued market leadership We are early in penetration of a $75B discovery to diagnostics proteomics market opportunity Our strategy is to deliver novel biomarker detection to unlock proteomics research and translate tho
Slide 5: Single Molecule Array Technology (Simoa)
Single Molecule Array Technology (Simoa) Analog Digital Traditional ELISA assay Millions of molecules needed to reach detection limit SUBSTRATE 0 pM 10 pM 0 aM 3.5 aM 350 aM 3.5 fM 5
Slide 6: Proteome is dynamic and closest to clinical actionability
Proteome is dynamic and closest to clinical actionability Simoa sensitivity allows digital detection of proteins and their isoforms PROTEIN 1M+ Protein isoforms 20,000 200,000 genes RNA transcripts Simoa sensitivity enables… Less invasive, smaller sample New biomarkers & protein isoforms Multiplexin
Slide 7: Discovery to Diagnostics
Portfolio of 80% instruments and reagents, 20% laboratory services DISCOVERY TO DIAGNOSTICS Discovery Clinical Trials Diagnostics • Feature both bead assay • Contract research services • Enabling the future of Therapeutics for and planar array technology through Simoa Accelerator Laboratory Neurodeg
Slide 8: Our sensitivity enables discovery and Dx
ELISA ng/mL Democratize SIMOA; one in every research lab Other protein Our sensitivity pg/mL detection 900x Sensitivity technology increase fg/mL Simoa Today enables discovery and Dx Early disease Simoa innovation detection 8
Slide 9: Transforming Medicine with Digital Biomarkers
Simoa Technology Transforming Medicine with Digital Biomarkers H E A LT H Y S TAG E O F I N T E R V E N T I O N L AT E D I S E A S E Non-invasive Invasive Blood-based Simoa Neuro Assays CSF & PET Imaging 9
Slide 10: Proteomics Value Chain
Proteomics Value Chain Plexity Plexity Plexity Plexity 100+ 1-50 1-10 1-3 • Relevant • Early Detection • Home, less invasive • Early Detection Proteins • Multiplex • Early Detection • Quantitative / Precise • Quantitative / Precise • Quantitative / Precise • Home, Less Invasive *Source: SVB Leerink
Slide 11: Proteomics Landscape
Discovery Translational Research / Drug Trials Diagnostics • Which markers • Sample in - results out • Multi-site testing • High analytical and • High multiplex automation • Greater sensitivity clinical Sensitivity • Sensitivity to detect early needed in future • High precision • Low sensitivity in
Slide 12: Under penetrated in a large and expanding research market
Under penetrated in a large and expanding research market Blood Vessels Immune System Heart Lungs Digestive System Kidneys Liver Reproductive Organs Systemic Inflammation 6% of NIH budget used to reflect Neuro 12
Slide 13: Simoa; in every research lab
Simoa; in every research lab Therapeutic Area Expansion $20B Proteomics Research Inclusive of all therapeutic areas • Growth into new applications and biomarker assays to capture 90% of research market outside of neurology Neurology Applications Increased Sensitivity $2B <10% of NIH budget and pharm
Slide 14: Upcoming Neuro Decade
Upcoming Neuro Decade Blood based biomarkers ushering in a new generation of neuro health assessment and monitoring FDA approves first Alz Drugs Alz blood Alz drug monitoring based Dx test blood test FDA approval of Tx FDA approval of Alz therapy Anti-Tau FDA for MCI & early Alz cognitively unimpair
Slide 15: Non-invasive Blood-based Simoa Assays
Non-invasive Blood-based Simoa Assays 15
Slide 16: Clinical trial engagement
Clinical trial engagement Non-invasive biomarker measurements empower pre- and post-market clinical trials Donanemab JNJ-6373365 Lecanemab Ranibizumab Patisiran Phase 2 Phase 2 Phase 3 Phase 4 Phase 3 Simoa based Simoa based Simoa pTau181, Simoa based Simoa NfL assay pTau217 pTau217+ GFAP, NfL VEGF
Slide 17: Simoa p-Tau test; biomarker endpoint on Leqembi label
Simoa p-Tau 181 test; biomarker endpoint on Leqembi label 10 mg/kg Leqembi every two weeks reduced mean plasma pTau-181 24% from baseline in 79 weeks, a highly significant decrease. 10 mg/kg every two weeks Amyloid Beta PET Composite SUVR N=44 N=98 Mean baseline 1.373 1.402 Adjusted mean change from
Slide 18: Alzheimer's treatment workflow
Alzheimer’s treatment workflow Blood biomarkers can streamline clinical workflows and broaden access to treatment Today: Blood biomarkers reduce Confirm amyloid pathology number of un-necessary PET scans Treatment & PET screen Monitoring Blood Referral for Cognitive biomarker memory concerns Assessm
Slide 19: Strength in neurology enables access to large markets
Strength in neurology enables Existing biomarker menu has potential to provide access to large markets TAM $8B TAM $2B TAM $0.5B Triage Diagnosis Disease Monitoring Diagnosis Activity Screening Monitoring Treatment After drug approval* Response Baselining *Future TAM opportunity in neurology 19
Slide 20: NfL CLIA blood test expands access to brain health biomarker
NfL CLIA blood test expands access to brain health biomarker NfL in serum validated as a CLIA Laboratory Developed Test (LDT) (>100 publications) 20
Slide 21: NfL: Driving biomarker discoveries to research, to trials and Dx
Driving biomarker discoveries to research, to trials and Dx NfL (>100 publications) 21
Slide 22: Building a menu of blood biomarker LDTs to serve a broader market
Building a menu of blood biomarker LDTs to serve a broader market..... ….....leading conversion of neuro biomarkers into diagnostics LDT Blood-Based Neuro Biomarker Menu Clinical Research Ptau181 CLIA LDT (launched Q3 2022) • Prospective studies • Clinical utility studies NfL CLIA LDT Clinical Care
Slide 23: Transformation Elements
Two quarters into our transformation to democratize Simoa in research markets and unlock clinical and diagnostic TAM Transformation Elements • Strategic review completed Q3 2022 • Enable rapidly emerging proteomic market • Six quarter assay redevelopment • Profitable Growth • New innovation to democ
Slide 24: Leader in proteomics, positioning ourselves to accelerate
Leader in proteomics, positioning Most Sensitive Protein ourselves to Measurements in Blood Strong IP protection Adding Accelerants Translational Leader accelerate faster FDA - BTD pTau181, NfL LDT implementation Pharma / KOL partnerships Sample to Answer Platform Rapid TAT, Global footprint New Con
Slide 25: Key take aways
Key take aways Continue to lead by delivering sample to answer product portfolio, uniquely detecting difficult to measure protein isoforms and transforming them into biomarkers. Therapeutic area expansion to provide Simoa sensitivity to all proteomics researchers; until there is at least one platfor