Veracyte, Inc. · NASDAQ:VCYT
Veracyte — Investor Presentation (October 2019)
17 slides from Veracyte's investor presentation, Oct 22, 2019
Slide 1: ANSWERS Nasal Swab Classifier Investor Presentation
ANSWERS Nasal Swab Classifier Investor Presentation October 22, 2019
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains statements that are not historical and that are based on our beliefs and assumptions and on information currently available to us. These statements constitute forward-looking statements within the meaning of the Safe Harbor provisions of the Priv
Slide 3: We are a leading genomic diagnostics company transforming care
We are a leading genomic diagnostics company transforming care throughout the patient journey. ® Veracyte, Inc. All rights reserved. October 22, 2019 3
Slide 4: Founded with a mission to improve diagnostic accuracy
Diagnosis Thyroid WHERE WE STARTED Founded with a mission to improve diagnostic accuracy Lung Cancer ILD/IPF ® Veracyte, Inc. All rights reserved. October 22, 2019 4
Slide 5: Expanding to advance early detection and inform treatment decisions
Early Detection Diagnosis Treatment RET NTRK BRAF WHERE WE’RE GOING Expanding to EGFR ALK advance early detection and NTRK inform treatment Nasal Swab ROS1 RET Classifier decisions MUC5B TOLLIP ® Veracyte, Inc. All rights reserved. October 22, 2019 5
Slide 6: Early detection and improved diagnosis are key to saving lives
LUNG CANCER Early detection and improved diagnosis are key to saving lives 781,631 Liver cancer 1.76m 626,679 Diagnosis Breast cancer Lung Cancer is the 63% Survival 5% Survival deadliest cancer Early Stage (1) Late Stage (1) U.S. and globally 782,687 Detection Detection Stomach cancer (1) Sources:
Slide 7: Risk assessment & diagnostic approach
nasal swab classifier PATIENT FLOW Risk assessment & diagnostic approach Patients with suspicious nodules* are sent to Pulmonologist for workup 10m Eligible for Lung Cancer Screening Low Dose CT(1) 1.6m Incidentally detected No objective, consistent Costly, risky surgery Insufficient follow-up by im
Slide 8: Risk assessment & diagnostic approach could standardize guidelines
nasal swab classifier PATIENT FLOW Risk assessment & diagnostic approach could standardize guidelines Patients with suspicious nodules* High Risk are sent to Pulmonologist for workup > 94% specificity 10m Send patient directly to Surgery and/or Treatment Eligible for Lung Cancer Intermediate Risk Sc
Slide 9: Nasal Swab Classifier Market Potential
Nasal Swab Classifier Market Potential (in Billions) $2.0 $3.9 Billion Estimated up to $4 billion in 2019 $1.9 Based on pricing ranging from $800 - $2,500 U.S nasal swab classifier EU nasal swab classifier ® Veracyte, Inc. All rights reserved. October 22, 2019 9
Slide 10: Nasal swab classifier for early lung cancer detection
PIPELINE HIGHLIGHT Nasal swab classifier for early lung cancer detection Strategic Collaboration Accelerates Lung Cancer Pipeline and Expands Market Opportunity Exposures such as smoking leads to genomic alterations throughout the airway Leveraging field of injury science, the Percepta GSC detects l
Slide 11: Nasal Swab Classifier Development Methodology
• Swab samples of the nasal epithelium were prospectively collected during the AEGIS I and II clinical trials from current and former smokers with suspected lung cancer lesions found on chest CT. Nasal Swab • Patients were followed for up to one year until a final diagnosis of lung cancer Classifier
Slide 12: AEGIS I & II Clinical Cohort Diversity
AEGIS I & II Clinical Cohort Diversity Training/Independent test set demographic information Training Set: 411 patients Independent Test Set: 261 patients Category Sub-category Benign Malignant Category Sub_category Benign Malignant N=411 85 326 N=261 57 204 Sex Male 51 210 Sex Male 38 131 Female 34
Slide 13: Nasal Swab Classifier combines clinical and genomic features
Deep Machine Learning Nasal Swab Extensive Classifier Clinical Cohorts combines clinical and genomic Age, pack years, Genomic smoking Penalized logistic features years quit, nodule index, 998 genes regression with main effects length, infiltrate, and interaction terms RNA Whole-Transcriptome Genomic
Slide 14: Initial independent test set performance with one cut-off classifier
nasal swab classifier Initial independent test set performance using the one cut-off nasal classifier achieved high sensitivity to classify >40% of benign nodules as Low Risk without missing cancers Intermediate and high risk Deep Machine Learning Conduct Diagnostic Biopsy or surgery: Bronch, TTNA,
Slide 15: Subsequent test set performance with two cut-off classifier
nasal swab classifier Subsequent independent test set performance using the two cut-off nasal classifier achieved the added benefit of high specificity to classify >40% of malignant nodules as High Risk Incoming Suspicious Nodules Sensitivity Specificity All (N=261 50.0% [42.9-57.1] 94.7% [85.4-98.9
Slide 16: Classifier performance modeled at 25% cancer prevalence
nasal swab classifier The nasal classifier performance was then modeled on a population with 25% cancer prevalence, mimicking the intended use population Please remove the orange proportion line and orange proportion y axis legend on both graphs Classification as Low Risk with a specified cut-off Cl
Slide 17: First non-invasive test could improve risk-stratification of lung nodule patients
nasal swab classifier PATIENT FLOW First non-invasive nasal swab classifier has the potential to significantly improve risk-stratification and diagnostic work-up of lung nodule patients Patients with suspicious nodules* High Risk are sent to Pulmonologist for workup > 94% specificity Send patient di