10x Genomics, Inc. · NASDAQ:TXG
10x Genomics — BofA Securities 2021 Virtual Healthcare Conference
33 slides from 10x Genomics's conference presentation, May 12, 2021
Slide 1: Mastering Biology to Advance Human Health
Mastering Biology to Advance Human Health May 2021 Investor Presentation Serge Saxonov CEO, Co-Founder
Slide 2: Disclaimer
Disclaimer Certain statements in this presentation and the accompanying oral commentary are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe har
Slide 3: 10x Genomics Today
10x Genomics Today 2,400+ Installed instruments $150K+ Consumable pull-through 1,100 Patents and applications 2,500+ Publications Note: Installed instruments as of December 31, 2020. Consumable pull-through before Covid-19 impact. Consumable pull-through totaled $148,000, $158,000, $124,000 for the
Slide 4: Major Discoveries Across Life Sciences
Major Discoveries Across Life Sciences © 10X GENOMICS, INC. 2021 4
Slide 5: New Products Shipped in 2020
New Products Shipped in 2020 Chromium Chromium Chromium Chromium Multiome Connect Targeted Gene Expression Immune Profiling V2 ATAC + Gene Expression Visium Gene Expression Cell Ranger 5.0 Visium with Immunofluorescence Loupe Browser 5.0 Targeted Gene Expression © 10X GENOMICS, INC. 2021 5
Slide 6: Foundation for a Third Platform: In Situ Analysis
Foundation for a Third Platform: In Situ Analysis 110+ Enabling Patents Key Technological Advances Talent and Expertise Note: Acquisition of CartaNA completed on August 21, 2020. Acquisition of ReadCoor completed on October 13, 2020. © 10X GENOMICS, INC. 2021 6
Slide 7: 10x Genomics Global Presence
10x Genomics Global Presence ~50% Sales outside the US 100/100 Top research institutions 20/20 Top global pharmaceutical companies Broad Adoption No direct customer >5% revenue 320+ Commercial Employees 85+ Support Scientists Note: Customer concentration and non-US revenue as of March 31, 2021. Top
Slide 8: Century of Biology
Century of Biology © 10X GENOMICS, INC. 2021 8
Slide 9: Deep Expertise Across Diverse Disciplines
Deep Expertise Across Diverse Disciplines Hardware Chemistry Biology Software Data © 10X GENOMICS, INC. 2021 9
Slide 10: Complete Solutions
Complete Solutions Instruments Consumables Software © 10X GENOMICS, INC. 2021 10
Slide 11: All Tissues are Heterogeneous and Complex
All Tissues are Heterogeneous and Complex © 10X GENOMICS, INC. 2021 11
Slide 12: Gene Expression at the Right Resolution and Scale
Gene Expression at the Right Resolution and Scale Conventional gene expression Single cell data for thousands of cells t-SNE2 t-SNE2 t-SNE1 t-SNE1 Note: t-SNE projection of approximately 10,000 mouse brain cells derived from the combined cortex, hippocampus and ventricular zones of embryonic day 18
Slide 13: Three Product Platforms
Three Product Platforms Chromium Single Cell Visium Spatial In Situ Discovery Translational Clinical NGS Integrated Microscopy © 10X GENOMICS, INC. 2021 13
Slide 14: Replacing the Legacy Toolkit Across Biology
Replacing the Legacy Toolkit Across Biology RNA T- and B-Cell Receptors Gene expression Immune cell profiling • Microarrays • Bulk RNA-Seq • Flow cytometry • qPCR / PCR • ISH • NGS methods CRISPR Screening Chromatin CRISPR functional genomics Epigenomics • Liquid handlers • ChIP and NGS-based method
Slide 15: Growing Opportunity in Life Science Research
Growing Opportunity in Life Science Research Science and tools-based transformation of healthcare Global life science research tools $60B $15B Applications where 10x Genomics offers immediate alternatives or is complementary Note: Approximately $15 billion market opportunity includes market for next
Slide 16: Expanding Opportunities Beyond Research Tools
Expanding Opportunities Beyond Research Tools Science and tools-based transformation of healthcare Global life science research tools $60B $15B $10B Applications where 10x Genomics Downstream clinical offers immediate alternatives applications for In Situ analysis or is complementary Note: Approxima
Slide 17: Chromium Single Cell Platform
Chromium Single Cell Platform 2020 Single Cell Multiome, Total Seq C 2019 Single Cell ATAC 2018 Single Cell Immune Profiling 2017 Single Cell Gene Expression 2015 Gemcode 2018 2019 Single Cell Genomics Single Cell Multimodal Omics © 10X GENOMICS, INC. 2021 17
Slide 18: New Products for Broader Single Cell Adoption
New Products for Broader Single Cell Adoption Address Solve Sample Enable Deliver Affordability Preparation Easier New Challenges Bottlenecks Informatics Capabilities © 10X GENOMICS, INC. 2021 18
Slide 19: Gene Expression Targeting
Gene Expression Targeting Fixed gene panels with comprehensive content Targeted Custom Panel Designer Human Pan-Cancer Human Gene Signature Human Immunology Human Neuroscience © 10X GENOMICS, INC. 2021 19
Slide 20: Multiplexing Samples
Multiplexing Samples CellPlex Kit Launched Q1 2021 Labeling Pooling Analysis Samples Labeling Four Pooled Samples on One Channel © 10X GENOMICS, INC. 2021 20
Slide 21: Enabling Pilot and Smaller Experiments
Enabling Pilot and Smaller Experiments Low Throughput Kit Launched Q2 2021 • Reduces startup cost for single experiment • Enables proof of concept before scaling • Interrogates up to 1,000 cells/sample © 10X GENOMICS, INC. 2021 21
Slide 22: Unlocking More Samples for Single Cell
Unlocking More Samples for Single Cell Fixed RNA Profiling Kit Coming 2H 2021 • Allows fixation at the point of tissue collection • Improves sample prep, collection and processing • Unlocks large sample cohorts • Offers whole transcriptome and targeting © 10X GENOMICS, INC. 2021 22
Slide 23: 10x Cloud
10x Cloud © 10X GENOMICS, INC. 2021 23
Slide 24: JPM 2020: Making 1M Cell Experiments Routine
JPM 2020: Making 1M Cell Experiments Routine Cells per Routine Experiment 10,000,000 Pre-10x Genomics 10x Genomics cells © 10X GENOMICS, INC. 2021 24
Slide 25: New High Throughput Instrument
New High Throughput Instrument Chromium X Coming 2H 2021 Making 1 million cell experiments routine © 10X GENOMICS, INC. 2021 25
Slide 26: New Products for Broader Single Cell Adoption
New Products for Broader Single Cell Adoption Affordability Sample Preparation Informatics Capabilities Targeted GeX Fixed RNA 10x Cloud Chromium X ↓ all-in cost up to 30% Profiling Kit Software as a Service 1M cell experiments Access to CellPlex Kit fixed samples ↓ all-in cost by ~60% Low Throughpu
Slide 27: Visium Spatial Platform
Visium Spatial Platform 2020 Visium Spatial Gene Expression 2020 Spatially Resolved Transcriptomics © 10X GENOMICS, INC. 2021 27
Slide 28: The Challenge of FFPE Samples
The Challenge of FFPE Samples Standard Visium Fresh Frozen FFPE tissue preservation degrades RNA Gene sensitivity Standard Visium with FFPE Reads per spot Note: Internally generated data using mouse brain tissue slices and 10x products. Dotted line represents extrapolated data. “FFPE” - Formalin-fix
Slide 29: Enabling True Discovery on FFPE
Enabling True Discovery on FFPE Visium for FFPE Coming Q2 2021 • High sensitivity • Whole transcriptome • Full coverage of tissue sample • Simultaneous co-detection of proteins • Non-polyA based chemistry © 10X GENOMICS, INC. 2021 29
Slide 30: Solving the Challenge of FFPE
Solving the Challenge of FFPE Standard Visium Fresh Frozen FFPE tissue preservation Visium for FFPE degrades RNA Gene sensitivity Standard Visium with FFPE Reads per spot Note: Internally generated data using mouse brain tissue slices and 10x commercial or in development products. Dotted line repres
Slide 31: Unlocking More Samples for Spatial
Unlocking More Samples for Spatial Visium CytAssist Coming 1H 2022 Pre-mounted Tissue Slide Visium Slide with RNA from Pre-mounted Tissue Visium Slide Accessing archived and pre-mounted samples © 10X GENOMICS, INC. 2021 31
Slide 32: Visium at Single Cell Resolution
Visium at Single Cell Resolution Visium HD Coming 1H 2022 First Generation Visium Visium HD Resolution 4x Resolution 1,500x Note: Resolution defined as number of spots per unit area. © 10X GENOMICS, INC. 2021 32
Slide 33: © 10X GENOMICS, INC. 2021
© 10X GENOMICS, INC. 2021 33
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