Genetic Signatures Ltd. · ASX:GSS

Genetic Signatures — 7th Annual Australian Microcap Investment Conference 2016

34 slides from Genetic Signatures's conference presentation, Oct 18, 2016

  1. Slide 1: Genetic Signatures CEO presentation at the 7th Annual Australian Microcap Investment Conference

    18 October 2016 Markets Announcements Office ASX Limited Exchange Centre 20 Bridge Street SYDNEY NSW 2000 Genetic Signatures CEO presentation at the 7th Annual Australian Microcap Investment Conference  Genetic Signatures to present its global growth strategy for the development and supply of world

  2. Slide 2: About the Conference and Genetic Signatures

    About the Annual Australian Microcap Investment Conference: The Annual Australian Microcap Investment Conference commenced in 2010 and provides an exciting opportunity for the investment community to hear first hand from over 20 of Australia's leading microcap CEO's about their strategy, their busin

  3. Slide 3: Microcap Investor Conference – 2016

    Microcap Investor Conference – 2016 1

  4. Slide 4: Disclaimer

    Disclaimer This presentation was prepared by Genetic Signatures Limited known as “Genetic Signatures“, (“GSS” or “the Company”), in order to discuss its business with various interested parties. This presentation in its entirety has been released to the market via the Australian Securities Exchange

  5. Slide 5: Company Overview

    Company Overview  Genetic Signatures Limited (GSS) designs and manufactures proprietary molecular diagnostic (MDx) test solutions for rapid and specific identification of diseases and infections  GSS fully owns its proprietary molecular 3Base™ technology with multiple patents issued, expiring in 2

  6. Slide 6: Recent Achievements

    Recent Achievements 2000  Strong sales growth, with a 3-year Annual Revenue CAGR of 92% 1800 3yr CAGR of 92%  FY16 revenue of A$1.83M, split ~80% 1600 Gastroenteritis, ~20% Respiratory 1400 specialist sales $Thousands (A$) 1200 Respiratory  Recently completed oversubscribed $15M 1000 capital rais

  7. Slide 7: Corporate Summary

    Corporate Summary Financial Information (A$) Top Shareholders % ASX Code GSS Asia Union Investment Pty Limited 43.1% UBS Nominees Pty Ltd 7.6% Shares on Issue 85.7m DAK Drafting Services Pty Ltd 2.3% Market Capitalisation $47.1m Directors, Management and Advisors 8.0% Share Price (at market close 14

  8. Slide 8: Experienced Board and Management

    Experienced Board and Management Nick Samaras - Non-Executive Chairman BSc (Hons), PhD, MBA, FAIM, FAICD  More than 25 years’ experience in the global life sciences industry, senior executive roles with Applied Biosystems (now part of Thermo Fisher) and Perkin Elmer  NHMRC Research Committee membe

  9. Slide 9: Experienced Board and Management

    Experienced Board and Management Tony Radford, AO - Non-Executive Director BSc (Hons), PhD  A member of the CSIRO team that invented the QuantiFERON method for Cellular Immune based diagnostics  Co-founded the diagnostic company Cellestis Limited which listed on the ASX in 2001  Former CEO of Cel

  10. Slide 10: Genetic Signatures: Transforming Global Molecular Diagnostics

    Genetic Signatures Transforming Global Molecular Diagnostics 8

  11. Slide 11: Genetic Signatures - 3Base Technology

    Genetic Signatures - 3Base™ Technology A transformational MDx technology enabling customers to identify a wider array of patient infections  Genetic Signatures’ 3Base™ platform is a proprietary molecular technique which changes naturally occurring DNA and RNA sequences to reduce sequence variation

  12. Slide 12: Unique 3Base Technology

    Unique 3Base™ Technology  GSS’ unique platform technology converts original 4-base microbial genome to 3-base, thereby reducing complexity in molecular testing  Applicable in testing for infectious diseases and chronic diseases including cancers  The conversion occurs during standard procedures a

  13. Slide 13: Technology - 3Base

    Technology - 3Base™  Massive reduction in complexity  e.g a 10 digit number comprised of the numbers 1,2,3 and 4 has 1,048,576 combinations  a 10 digit number comprised of the numbers 1,2 and 3 has 59,049 combinations  Reduces complexity by 97% yet maintains or increases accuracy  Sufficient in

  14. Slide 14: 3base Simplifying Pathology Testing

    3base™ Simplifying Pathology Testing • Pathology providers strive to Minimise work, Maximise results – Desire to get more results per patient specimen – Thus put more and more primers and probes for more and more diseases in a single tube and sample, to get more answers with less work - multiplexing

  15. Slide 15: EasyScreen Testing Kits

    EasyScreen™ Testing Kits  First Products to Market  22 gastroenteritis pathogens, including viral, bacterial & protozoan  15 of the most common respiratory infections  Being adopted by major hospitals & pathology laboratories for detection of infectious diseases  Deliver a wider array of highly

  16. Slide 16: Case Study: St Vincent's Hospital Evaluation Study

    Case Study: St Vincent’s Hospital Evaluation Study - Powerful evidence of efficacy  221 patient samples compared to Pathogen Conventional EasyScreen™ Methods* traditional culture, microscopy and Campylobacter 7 9 antibody based tests Salmonella 8 9 Shigella 5 6  Results in 4 hours, compared to C.

  17. Slide 17: Customer testimonial from Dr Damien Stark

    “I find that the fast turnaround time and the number of targets tested in the EasyScreen™ assays allow me to more rapidly identify highly infectious agents, potentially stopping the spread to other healthy individuals and thereby saving the health system money.” - Dr Damien Stark, KOL and Senior Mic

  18. Slide 18: EasyScreen Products in Development

    EasyScreen™ Products in Development  Product expansion will drive revenue and market share growth  Product development pipeline includes tests for  2nd generation respiratory virus,  atypical pneumonia,  STIs, with clinical evaluation trial announced in September  Antibiotic resistance panel,

  19. Slide 19: Advantages of 3base Technology

    Advantages of 3base™ Technology Significant benefits to the health system Pathology Groups / Government Patient Hospitals  Patients receive  Cost savings due to  Reduce hospital stays more accurate test decreased time spent through more results evaluating samples effective infection  Faster turn

  20. Slide 20: Global Growth Strategy and Commercial Progress

    Global Growth Strategy and Commercial Progress 18

  21. Slide 21: Large and Growing Global Molecular Diagnostics Market

    Large and Growing Global Molecular Diagnostics Market  Molecular Diagnostics (MDx) Market estimated to be US$7.6B in 2017 representing 11% of the overall in vitro Diagnostics (IVD) market of $US69B  MDx market forecast to grow at an above system CAGR of 9.3% far exceeding the overall IVD market gr

  22. Slide 22: Large addressable markets

    Large addressable markets  Genetic Signatures’ current diagnostics products and pipeline products account for >50% of microbiology/virology diagnostics segment, representing what was a total addressable market of $US1.1B in 2012 and estimated to be worth US$2.1B by 2017 2017 Estimate of Microbiolog

  23. Slide 23: Regulatory approvals already gained in large portion of global market

    Regulatory approvals already gained in large portion of global market - driving revenue  Full regulatory approval for ~22% of the global market in Gastroenteritis testing, with 2017 Estimate MDx Market Size by Region (USD) partial approval (Clinical Concentrators, Analyte Specific Reagents) in the

  24. Slide 24: Significant Offshore Opportunity

    Significant Offshore Opportunity  Strong revenue growth in Australia validates commercial potential of products in offshore markets  Enteric products have CE-IVD approval in Europe which is 10-20x Australian market  Specialist clinical sales of Enteric ASR tests into N. America commencing in FY17

  25. Slide 25: Commercialisation

    6 senetic Signatures Commercialisation

  26. Slide 26: Global Growth Strategy

    Global Growth Strategy  Focus on regions with regulatory approvals  Australia, Europe and US, together >80% of world market  Extend footprint in both Europe and US  Europe has unique testing and reimbursement strategies – local knowledge is critical  Full distributor model in select countries,

  27. Slide 27: Commercialisation Progress - Australia

    Commercialisation Progress - Australia  In market with major hospital and pathology group customers, including St. Vincent’s Sydney and Australian Clinical Labs  Driving strong revenue growth for Australian sales, 92% 3yr CAGR  Revenue split ~ 80% gastroenteritis, 20% respiratory  Revenue accoun

  28. Slide 28: Commercialisation Progress - Australia (Cont)

    Commercialisation Progress - Australia (Cont)  Dedicated R&D labs and network of clinical partners driving new product development  4 EasyScreen™ products for Gastroenteritis have TGA approval  2 more EasyScreen™ kits are being validated for TGA approval  TGA approved manufacturer  dual ISO 900

  29. Slide 29: Commercialisation Progress - Europe

    Commercialisation Progress - Europe • Western European market ~20% of the global molecular diagnostics market Addressable market of ~US$435M  Targeting first significant recurring revenues in FY17  Full distributors appointed in Italy, Israel, Poland and Ireland  Currently setting up trials and a

  30. Slide 30: Commercialisation Progress - Europe

    Commercialisation Progress - Europe  European Director, Sales and Support, appointed, based in the Netherlands  Establishing direct Sales and Support in Europe  Mix of Direct sales and distributors, similar to Cellestis model  Also providing local supporting for the existing European distributio

  31. Slide 31: Commercialisation Progress – North America

    Commercialisation Progress – North America  US market 50-60% of the global molecular diagnostics market  Up to ~US$1,265M addressable market  Anticipate first sales in FY17  Direct sales and support model with established and experienced US team  Early revenue underpinned by US FDA listing for

  32. Slide 32: Commercialisation Progress – North America

    Commercialisation Progress – North America  UCLA evaluation concluded with successful product trial, upcoming publication and progressing to adopt into routine use  First products are being prepared for full FDA approval, allowing unrestricted sales in the US  FDA approval opens pathway to a broa

  33. Slide 33: Outlook

    Outlook Significant progress made during FY16 & further strong growth expected in FY17 • FY16 sales revenues of AU$1.83M , representing a 3 year CAGR of 92% • Launch of specialist products for sale into Australia and prepared for US • Alliances made with leading KOL and health laboratories in the US

  34. Slide 34: Contact: John Melki Chief Executive Officer

    Contact: John Melki Chief Executive Officer john@geneticsignatures.com www.geneticsignatures.com 32

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