Emv Capital Plc · LSE:EMVC

Emv Capital — Vortex BioSciences — Investor Day (June 2016)

32 slides from Emv Capital's investor day presentation, Jun 14, 2016

  1. Slide 1: Working to beat cancer

    2nd Annual Capital Markets Day Gene Walther CEO, Vortex BioSciences, Inc. Working to beat cancer

  2. Slide 2: Capital Markets Day

    Capital Markets Day June 14, 2016

  3. Slide 3: Cancer Moonshot 2020

    ‘Cancer MoonShot 2020 Cancer Moon Shot Program Can we systematically harness the full potential of today’s technology, major conceptual advances and our critical mass and collaborative networks to more rapidly drive progress in the field?

  4. Slide 4: A next generation CTC enrichment technology

    A next generation CTC enrichment technology 3

  5. Slide 5: Topics

    Topics • Company Overview • Market Need • Vortex Solution • Competitive Landscape • Soft Launch – AACR • Summary 4

  6. Slide 6: Executive Summary

    Executive Summary • Research tools and diagnostics company developing a novel liquid biopsy technology that could revolutionize cancer research, drug development, diagnosis, monitoring and treatment • $22B liquid biopsy diagnostic market opportunity* • >$8B cancer research market opportunity** • Pat

  7. Slide 7: The Company

    The Company • Formed in 2012 based on research done by PECASE (Presidential Early Career Award for Science and Engineering) winner Dino Di Carlo at UCLA • Late stage development phase • Exciting R&D presents near-term growth opportunities in the rapidly growing liquid biopsy market • Building a pipe

  8. Slide 8: Leadership team

    Leadership team Gene Elodie Steve Bob Walther, MBA Sollier-Christen, Ph.D Crouse, MBA Englert CEO CSO & VP R&D CCO VP Manufacturing • President Chiron/Novartis • Ph.D Microfluidics • SVP FreeSlate • Abbott Laboratories Diagnostics • UCLA, Stanford • Director BioRad • Biomedtrics • CEO Gentura Dx • I

  9. Slide 9: CTC potential

    CTC potential $8B Research market by 2020+ $22B Clinical market by 2020* Drug Development Cancer Diagnostic Cancer Monitoring Cancer Research Personalized Medicine CTC Analysis (Viability, Purity, CTC Enumeration (Efficiency, Cost) Automation) • Early Stage Diagnosis • Cancer Research • Patient Prog

  10. Slide 10: Vortex captures circulating tumor cells…

    Vortex captures circulating tumor cells… Circulating tumor cells (CTCs) detach from a solid Challenges to CTC isolation tumor and enter the blood stream playing a crucial role in • Extremely rare: 1-100 CTCs per mL of blood cancer metastasis. • Other cells: millions of WBCs and billions of RBCs per

  11. Slide 11: The promise has not been realized yet

    The promise has not been realized yet • CTC enrichment technologies available today are limited by – Complex sample processing – Long processing time – Reliance on cell surface proteins for isolation – Low sample purity – Dilute output volumes that require additional cell concentration steps. – Poor

  12. Slide 12: The right tools support achieving clinical validation

    The right tools support achieving clinical validation CTC collection CTCs high in purity unbiased by molecular supporting sensitive, characteristics accurate analysis 10-50% of CTCs are EPCAM - Clinical Minimal manual Success Unaltered by labels or intervention and reagents and easily integration wi

  13. Slide 13: Introducing VTX-1

    Introducing VTX-1 Isolate intact, label free CTCs from whole blood in <1 hour 12

  14. Slide 14: VTX-1 Technology

    VTX-1 Technology Cell trapping enabled by inertial lift forces and microscale vortices. [1] Sollier, E. et al. Lab on a chip 14, 63–77 (2014). [2] Che, J. et al., Oncotarget (2016). 13

  15. Slide 15: Technology Animation

    Technology Animation Fa I oe MEE pm mi PEN gol, Sets —, aa a 2 — Vortex 14 BIOSCIENCES

  16. Slide 16: The CTC market is crowded

    The CTC market is crowded • To our knowledge, as for today: 34 CTC companies. • Principle: affinity-based (17), Imaging (7), filtration (5), active forces (1), size based microfluidics (4). Size Based Microfluidics Active Forces Affinity Based Filtration Imaging 15

  17. Slide 17: Critical market requirements to achieve leadership

    Critical market requirements to achieve leadership Category Requirement Cell recovery >60% Cell recovery variability Standard deviation of <10% Cell purity performance The average WBCs/mL will be <80 WBCs/mL Processing time for 7.5 mLs of blood processed for 1 Processing time cycle will be <1.5 hour

  18. Slide 18: VTX-1 Workflow

    VTX-1L Workflow TT 10°? CTCs = UJ EE] SX Lé <hr 10°? CTCs 0-2 5 10° eee ©) Load @ Insert @ Automated ® Collect 1O02 eee whole blood cartridge processing CTCs es | Clinical Applications v v v Y — Genetic Analysis In Vitro Culture & & Mutation Tests Live Cell Assays DIDL 2 —== Patient Diagnostics & Dr

  19. Slide 19: Genomic Analysis

    Genomic Analysis Genomic analysis is expected to be the primary method of liquid biopsy characterization and cancer diagnosis. Vortex’s Value Vortex rapidly enriches CTCs with high efficiency and purity, capturing intact CTCs for immediate downstream genomic analysis. - Higher DNA/RNA yields can be

  20. Slide 20: Cell Culture/CDX/Live Cell Assays

    Cell Culture/CDX/Live Cell Assays Cell culture and CDX models allow scientists and clinicians to explore potential treatments before administering them to the patient. Vortex’s Value Vortex enriches intact CTCs with high efficiency, enabling immediate cell culturing or CDX creation. - The fast, gent

  21. Slide 21: Enumeration/IHC/FISH

    Enumeration/IHC/FISH CTC enumeration has been shown to have both prognostic and diagnostic potential. IHC and FISH align well with some existing companion diagnostics and will continue to be a valuable tool. Vortex’s Value Vortex reproducibly enriches CTCs with high purity, capturing CTCs directly o

  22. Slide 22: Protein Analysis

    Protein Analysis Protein expression levels can be used as a stratifying assay for many potential treatments. While genomic analysis is favored, actual protein expression will be most appropriate for some drug targets. Vortex’s Value Vortex rapidly enriches CTCs with high efficiency and high purity,

  23. Slide 23: VTX-1 Advantages

    VTX-1 Advantages Other CTC Enrichment Systems Method of CTC Non-contact, label free Affinity or size based filters separation micro-vortices Upfront sample prep None required RBC lysis, buffy coat collection, affinity incubation Sample processing time 1 – 1.5 hour 2-6 hours after pre- for 7.5mL bloo

  24. Slide 24: Broad Interest in Vortex

    Broad Interest in Vortex THE UNIVERSITY OF TEXAS BOM Mbaneson conpechvante Gato Center Baylor College of Medicine @ CHAMPIONS a RESEARCH ONCOLOGY ae eeeee a SOS00 : 4 = Memorial Sloan-Kettering BES) MASSACHUSETTS 2 SE = Cancer Center NG GENERAL HOSPITAL SX The Jackson 4 Abrisuto The Best Cancer Care

  25. Slide 25: Scientists like Vortex's technology

    Scientists/Researchers like the approach Rapid No Pre- Processing Processing Time Scientists like Simplicity = High Purity Vortex’s Reproducible technology Easy Flexibility of Analytics the System 24

  26. Slide 26: CTCs complement ctDNA analysis

    CTCs complement ctDNA analysis ctDNA Provides Tremendous Value High sensitivity for most cancers with large amounts in the blood Simplicity with direct DNA extraction from the blood However, CTCs Offer Many Advantages Allows for Provides Real Provides Protein, RNA Time Analysis Heterogeneity and Gen

  27. Slide 27: Trends are driving renewed interest in CTCs

    Trends are driving renewed interest in CTCs Mutations found in the primary and secondary tumors sometimes show up in only CTC or ctDNA Stopping metastasis (and understanding mechanisms of metastasis) vs killing the tumor is becoming a key area for future therapeutics Interest in heterogeneity of dis

  28. Slide 28: VTX-1 Commercial Launch 1H 2017

    VTX-1 Commercial Launch 1H 2017 Key Dates Soft Research Market Launch, April 2016 Global Commercial Launch, 1H 2017 Instrument price pricing study to determine pricing Cartridge price pricing study to determine pricing Target GP % Key Gener8 selected as contract manufacturer for Partnerships VTX-1 S

  29. Slide 29: Product Timeline

    Product Timeline CTC Enrichment Platforms VTX-n 2016 2017 2018 2019 2020 2020+ Capture of intact CTCs VTX-1 System Integration EPFL SRA RUO Commercial Product Flexible CTC Collection Capture of intact CTCs RUO Commercial Product VTX-2 SRA - EPFL Vortex Development Label-free Enumeration Clinical Tri

  30. Slide 30: Summary

    Summary • Vortex Biosciences is well positioned to capture a significant share of the evolving liquid biopsy research market • Strong interest from a broad selection of customers • CTCs are complementary with ctDNA and have large potential in the diagnostic market • Investing in next generation tech

  31. Slide 31: The leader in CTC enrichment technologies

    The leader in CTC enrichment technologies, a critical component of Moonshot 2020 16

  32. Slide 32: Questions?

    Questions? 31

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