Slide 1: Q3 FY23 Quarterly Investor Presentation
ASX Announcement 20 April 2023 Q3 FY23 Quarterly Investor Presentation Microba Life Sciences Limited (ASX: MAP) (“Microba” or the “Company”) is pleased to provide its Q3 FY23 Investor Presentation to be delivered at the Quarterly Investor Webinar held today with CEO Dr Luke Reid at 10:30am AEST. Pre
Slide 2: Transforming health through the human microbiome
Transforming health through the human microbiome 20 April 2023 | Authorised for release by the CEO & Chairman
Slide 3: Disclaimer
Disclaimer This presentation (Presentation) has been prepared by Microba Life Sciences Limited (Microba). Summary information - This Presentation contains summary information about Microba and its activities which is current only as at the date of release of this Presentation. Microba may in its abs
Slide 4: Two core business segments driven by a proprietary databank
Two core business segments driven by a proprietary databank Services Databank Therapeutics Proprietary databank Data Insights Health Data Customer Novel Testing Biome Data Therapies Microba provides testing Data-driven therapeutics and data analysis for a fee Driving discovery of novel platform deve
Slide 5: Company Snapshot
Company Snapshot Continuous YoY Partnerships with market leaders Large, unique, proprietary revenue growth over incl. Sonic Healthcare (ASX: SHL), microbiome databank 5 years of operations Ginkgo Bioworks (NYSE: DNA), SYNLAB (GR:SYAB) + more 3 key therapeutic programs World-leading technology Global
Slide 6: Recent Milestones
Recent Milestones EXPANSION INTO 6 NEW COUNTRIES NEXT GEN HEALTHCARE TESTING LAUNCHED Signed and operational in Poland, Hungary, Romania, New MetaXplore™ test range launched to healthcare Croatia, Türkiye and Czech Republic professionals with strong initial uptake ETHICS APPOVAL TO COMMENCE PHASE I
Slide 7: Microbiome Services
Microbiome Services Driving global revenues and data growth 6
Slide 8: Q3 Financial Highlights – Strong growth in Personal Testing revenue
Q3 Financial Highlights – Strong growth in Personal Testing revenue Q3 FY23 Revenue versus pcp* FY23 YTD Revenue versus pcp* (A$m) (A$m) Growth rate Growth rate versus pcp versus pcp 3.16 1.01 61% 2.83 12% 1.79 16% 0.63 0.61 48% 1.54 0.41 1.28 1.37 6% 0.40 86% 0.21 Q3 FY22 Q3 FY23 Jul 21-Mar 22 Jul
Slide 9: Microba's leading international bench of healthcare partners
Microba’s leading international bench of healthcare partners $9.3bn Revenue $5.8bn Revenue Partnership: UK, Germany, Leading GI Diagnostics in US Raised USD $800m Partnership: Europe Belgium, Australia, US, Partnership: US Partnership: GCC Region & LATAM NZ & Switzerland Microba’s Healthcare & Patho
Slide 10: Significant international distribution expansion for Microba's testing services
Significant international distribution expansion for Microba’s testing services Leading bench of healthcare partners provides access into 35 countries with 13 now operational Contracted partner/s operational Access to this country through existing distribution partner network 9
Slide 11: Strong growth in operational countries
Strong growth in operational countries # Distributors # Countries Operational FY23 operational Launch & Early Major Market Further Country country target COVID-19 Period now exceeded Adopters Partnerships Expansion 18 Operational 16 countries up from 4 to 13 14 year to date. 12 13 10 Sonic Healthcar
Slide 12: Global growth driven through Microba's distribution partner network
Global growth driven through Microba’s distribution partner network Executing to progressively move Partner Success Program Stages partners through Microba’s partner success program to Stage 1 Stage 2 Stage 3 Stage 4 provide Microba- Planning & Operationalisation Sales & Marketing Execution powered
Slide 13: Next Generation microbiome testing product range launched in Australia
Next Generation microbiome testing product range launched in Australia to healthcare professionals Large addressable market >30% of the population suffer from a disorder of gut‐brain interaction (DGBI) related to the bowel1 >20% of the population is estimated to suffer from a chronic health issue wh
Slide 14: Positive uptake of new MetaXplore healthcare test
Positive uptake of new MetaXplore™ healthcare test with Australian healthcare professionals In the first 7 weeks following launch: Over 300 healthcare professionals from across Australia registered for referral access Initial patient referral and sales volumes have exceeded internal expectations 12
Slide 15: Microbiome Therapeutics
Microbiome Therapeutics Developing novel monoclonal microbial cell therapies 14
Slide 16: A therapeutic revolution. Novel, precision microbiome therapeutics
A therapeutic revolution. Novel, precision microbiome therapeutics Precision Microbiome Therapeutics Innovative Pipeline Precision microbiome analysis platform delivering Excellent safety profile unparalleled accuracy, coverage & depth. Scalable GMP manufacturing for high dose oral delivery
Slide 17: Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies
Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies Monoclonal Population Identify AI & Advanced Disease microbial testing groups Biostatistics Models drug lead Healthy Orally administered, healthy Disease human donor derived, monoclonal bacterial cell dr
Slide 18: Rapid progress tapping the therapeutic potential of the human microbiome
Rapid progress tapping the therapeutic potential of the human microbiome for major chronic diseases Inflammatory Bowel Disease Cancer Immunotherapy Autoimmune Diseases PROGRESSING TO PHASE I PRECLINICAL SCREENING Recently Completed Recently Completed Recently Completed Manufacturing scale up Lea
Slide 19: Inflammatory Bowel Disease program – MAP 315
Inflammatory Bowel Disease program – MAP 315 Addressing a key gap in existing therapy for UC sufferers Ulcerative Colitis Addressable Ulcerative Colitis Therapeutic Patient Population1 Global Market Size2 MAP 315 has the potential to (% of total) Mild Moderate Severe ($USD Billion) 10.8 provide nove
Slide 20: Immuno-oncology program – Positive first animal data for Cancer Program
Immuno-oncology program – Positive first animal data for Cancer Program Positive animal efficacy data has been generated for Microba’s immuno-oncology therapeutic leads. A significant reduction in tumour size was observed in combination with immune checkpoint inhibitor (ICI) treatment in a mouse mod
Slide 21: Autoimmune disease program - Positive first in vitro results
Autoimmune disease program - Positive first in vitro results Positive first results building towards biobank of valuable therapeutic assets Novel high-throughput anaerobic cultivation and screening NYSE: DNA | Market cap $2.5B* | Boston HQ platform has been established in partnership First resul
Slide 22: The start of a therapeutic revolution
The start of a therapeutic revolution APPROVED 30 Nov 2022 Faecal donor derived enema drug product RECENT FDA APPROVAL HAS CLEARED THE PATH TO MARKET 26 April PDUFA date for FOR LIVE MICROBIOME DRUGS, anticipated FDA approval Faecal donor derived oral A NEW MODALITY. capsule drug product First Gener
Slide 23: Some recent IBD and microbiome deals
Some recent IBD and microbiome deals Licensee / Licensor / Indication / clinical Date Type Deal size Acquiror Target stage Apr 2023 Acquisition Total deal size: US$10.8b Ulcerative Colitis (phase 2) (pending) Crohn’s disease (phase 2A) Autoimmune diseases (phase I or pre clinical) July 2022 R&D Tota
Slide 24: Outlook
Outlook MiCROBA
Slide 25: Upcoming Milestones for 2023
Upcoming Milestones for 2023 2023 2023 2023 JAN – MAR APR - JUN JUL - DEC Services Services Services New healthcare product full launch New international distribution deals New country expansion Services Therapeutics - IBD MAP 315 program Services New international distribution deals HREC Approval f
Slide 26: Contact
Contact Dr Luke Reid Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Brisbane QLD Australia Pasquale Rombola Laboratory Princess Alexandra Hospital Chairman Woolloongabba QLD Australia pasquale.rombola@microba.com