Guardant Health, Inc. · NASDAQ:GH
Guardant Health — J.P. Morgan Healthcare Conference 2021
34 slides from Guardant Health's conference presentation, Jan 11, 2021
Slide 1: J.P. Morgan Healthcare Conference January 11, 2021
Exhibit 99.1 J.P. Morgan Healthcare Conference January 11, 2021Exhibit 99.1 J.P. Morgan Healthcare Conference January 11, 2021
Slide 2: Safe Harbor
Safe Harbor Certain statements in this presentation and the accompanying oral commentary are forward-looking statements within the meaning of federal securities laws. These statements relate to future events or Guardant Health, Inc. (the “Company”)’s future results and involve known and unknown risk
Slide 3: Delivering the promise of precision oncology across the continuum of care
Delivering the promise of precision oncology across the continuum of care Therapy Selection Recurrence Monitoring ScreeningDelivering the promise of precision oncology across the continuum of care Therapy Selection Recurrence Monitoring Screening
Slide 4: Informing treatment at all stages of disease progression
Informing treatment at all stages of disease progression JUL-27-2018 FEB-20-2020 JUL-16-2020 AUG-27-2020 OCT-26-2020 EGFR E746_A750del (Exon 19 deletion) TP53 S127F EGFR C797S ARID1A Q456Q NTRK2 L699L Highest Variant EGFR N338N Allele Fraction i 41.2% 0.3% 5.2% 58.3% 0.2% Amplifications not graphed
Slide 5: Guardant Health Liquid Biopsy Platform: $70B+ U.S. market opportunity
Guardant Health Liquid Biopsy Platform 1 Poised to transform cancer management and unlock $70B+ U.S. market opportunity Recurrence Therapy Early Cancer Monitoring Selection Screening 2 ~700K Advanced cancer patients ~15M Early-stage survivors 100M+ Individuals • Comprehensive genomic profiling • Neo
Slide 6: Unlocks multiple dimensions of cancer signals in blood
Guardant Health Liquid Biopsy Platform Unlocks multiple dimensions of cancer signals in blood Somatic Alterations Methylation Fragmentomics Proprietary High- Next-Generation AI-Powered Conversion Biochemistry Sequencing Bioinformatics CCGA 2 – 3x 1000x TAGAT higher conversion reduction in sequencing
Slide 7: Therapy Selection
Therapy SelectionTherapy Selection
Slide 8: Comprehensive Liquid Biopsy Platform for Oncologists
Comprehensive Liquid Biopsy Platform for Oncologists 2 1 First comprehensive liquid biopsy Next-generation to receive FDA approval liquid biopsy assay Approved for genomic profiling across Higher performance all advanced solid tumors Additional HRD genes Approved as a companion diagnostic for osimer
Slide 9: Realizing Liquid Biopsy Market Opportunity Requires Significantly More Than Technology
Realizing Liquid Biopsy Market Opportunity Requires Significantly More Than Technology $6B 2 U.S. Opportunity Operations & Reimbursement Commercial Regulatory Infrastructure • 200M+ Clinical Approval covered lives • 9,000+ Evidence oncologists • FDA approval • Medicare • 60+ pan-cancer • 60+ • CDx 1
Slide 10: Strong Clinical Adoption
Strong Clinical Adoption Test Volume +28% +60% 16,950 +15% 15,257 13,694 13,259 11,875 9,521 Q1 19 Q1 20 Q2 19 Q2 20 Q3 19 Q3 20 10Strong Clinical Adoption Test Volume +28% +60% 16,950 +15% 15,257 13,694 13,259 11,875 9,521 Q1 19 Q1 20 Q2 19 Q2 20 Q3 19 Q3 20 10
Slide 11: Still Early Innings of Adoption in the Advanced Cancer Market
Still Early Innings of Adoption in the Advanced Cancer Market U.S. Test Volume Guardant Penetration 1 of U.S. Market All Other ~4% Colorectal ~5% Breast ~8% Genitourinary ~12% Lung ~13% Q3 20 1. Opportunity is estimated using Kantar’s Patient Metrics and Tx Architecture for 1L treated patients and p
Slide 12: Expanding Clinical Utility of Guardant360
Expanding Clinical Utility of Guardant360 Tumor Molecular Longitudinal Profiling Response Monitoring Use of ctDNA testing at Assess changes in ctDNA during Assess +/- of ctDNA over time diagnosis & progression treatment 2–9 wks. vs. baseline 200 40+ 10+ Total Publications of total pubs of total pubs
Slide 13: Guardant360 Molecular Response Predicts responders earlier than RECIST
Guardant360 Molecular Response Predicts responders on-average 8 weeks earlier than RECIST Robust molecular response data across various treatments and indications PFS (months) Progression Free Survival (PFS) Indication Therapy (ctDNA decreased vs. increased) Pembroluzimab 1 Bladder durvalumab 13.8 v
Slide 14: Comprehensive Product Offerings for Oncologists
Comprehensive Product Offerings for Oncologists 1 2 3 Tissue Existing Challenges 1st Comprehensive Liquid Biopsy Next-Generation to Receive FDA Approval Liquid Biopsy Assay Misses ~15–20% of actionable Industry-leading liquid biopsy Comprehensive, high- alterations performance assay 1 Most validated
Slide 15: Comprehensive Product Offerings for Oncologists: Coming Soon in 2021
Comprehensive Product Offerings for Oncologists 1 2 3 Coming Soon in 2021 Next-Generation 1st Comprehensive Liquid Biopsy Next-Generation to Receive FDA Approval Liquid Biopsy Assay Tissue Assay Industry-leading liquid biopsy Comprehensive, high- Expected to address current performance assay challen
Slide 16: Recurrence Monitoring
Recurrence MonitoringRecurrence Monitoring
Slide 17: LUNAR-1 CRC Data Demonstrates Industry-Leading Performance in Detection of Minimal Residual Disease
LUNAR-1 CRC Data Demonstrates Industry-Leading Performance in the Detection of Minimal Residual Disease 1 Without Need for Tissue Biopsy For recurrence detection with 91% surveillance samples Sensitivity For recurrence detection following 100% completion of definitive therapy Specificity Methylation
Slide 18: Three Interventional LUNAR-1 Trials Launched in 2020
Three Interventional LUNAR-1 Trials Launched in 2020 ACT-3 PEGASUS COBRA Escalation Trial De-Escalation Trial Escalation Trial • ~1,400 resectable stage II colon • 500 stage III colorectal cancer • 140 high-risk colon cancer patients cancer patients suitable for active patients after complete surgic
Slide 19: Launching in Q1 2021
Launching in Q1 2021 The FIRST blood-only liquid biopsy for residual disease detection and recurrence monitoring 7 days Early-stage Plasma only Industry-leading Additional 1 colorectal ctDNA test sensitivity cancer types cancer is with industry- to follow the first leading TAT indication 1. Due to s
Slide 20: Early Cancer Screening
Early Cancer ScreeningEarly Cancer Screening
Slide 21: Screening Compliance Rates in CRC Represents a Significant Unmet Need
Screening Compliance Rates in CRC Represents a Significant Unmet Need % of U.S. adults age 50+ 1 up to date with CRC screening #2 Cause of cancer deaths 80% CDC GOAL 68.8% 67.3% 66.2% 65.2% 1in 3 Adults age 50+ not screened as recommended Age <50 incidence is growing 2012 2014 2016 2018 1. Nov 2019
Slide 22: LUNAR-2 Assay Shows High Sensitivity in Detecting CRC
LUNAR-2 Assay Shows High Sensitivity in Detecting CRC 1 Epigenomic signatures improve sensitivity 97% 90% Epi+ Genomic Genomic Somatic Specificity Sensitivity Methylation Fragmentomics Alterations 88 cancer-free 113 recently age-matched diagnosed colorectal cancer patients cohorts 1. O. Westesson et
Slide 23: ECLIPSE: Enrollment on Track for Completion in 2021
ECLIPSE: Enrollment on Track for Completion in 2021 Regulatory grade study has the potential for enabling FDA approval & CMS coverage LUNAR-2 Blood Test VS Screening Colonoscopy Evaluating performance of LUNAR-2 to detect CRC in average-risk adults Prospective ~10,000 150+ U.S. Trial Individuals Tar
Slide 24: Biopharma
BiopharmaBiopharma
Slide 25: $2B Biopharma Opportunity
$2B Biopharma Opportunity 1,200+ Retrospective Trials Targeted therapy and I-O programs 17% Prospective CDx Trials 130,000+ 15% 56% Patients Commercial 12% 60+ Pharma partners 1 $2 billion of the $6 billion therapy selection market 1. U.S. Market Opportunity (estimate). Sources: SEER; Rebecca L. Sie
Slide 26: Guardant360 Liquid Biopsy Accelerates clinical trial enrollment compared to tissue biopsy
Guardant360 Liquid Biopsy Accelerates clinical trial enrollment compared to tissue biopsy Guardant360 GOZILA ctDNA VS GI-SCREEN Tissue • 3X faster time to screening result (11 vs 33 days) • 2.3X improved enrollment rate (9.5% vs 4.1%) • Similar ORR & PFS Source: Nakamura, Y., Taniguchi, H., Ikeda, M
Slide 27: Pipeline of Announced Guardant360 CDx Indications
Pipeline of Announced Guardant360 CDx Indications Approved Supplemental Supplemental CDx PMA Submitted PMA Submitted Osimertinib Amivantamab Sotorasib Elacestrant 27Pipeline of Announced Guardant360 CDx Indications Approved Supplemental Supplemental CDx PMA Submitted PMA Submitted Osimertinib Amivan
Slide 28: GuardantINFORM
GuardantINFORM Accelerates development of next-generation cancer therapeutics Patient Database with Integrated Clinical 135K+ and Molecular Information 60+ 2,400+ 6,000+ 15,000+ Cancer Types Distinct Cancer Distinct Cancer- Patients with >1 Treatments Related Procedures G360 Test Targeted Drug Devel
Slide 29: International
InternationalInternational
Slide 30: Increasing Global Access to Our Liquid Biopsy Platform
Increasing Global Access to Our Liquid Biopsy Platform • European partner laboratory planned for 2021 at Vall d’Hebron Institute of Oncology, Barcelona • Guardant360 CDx CE Marked, ISO-13485 Certified Europe & ISO-15189 Accredited • 10,000+ patients tested • Guardant360 PMDA submission planned for 1
Slide 31: 2021 & Beyond
2021 & Beyond2021 & Beyond
Slide 32: Guardant Health is Well Capitalized Leading into 2021
Guardant Health is Well Capitalized Leading into 2021 Strong year over year revenue growth ~$2B in cash and securities as of December 31, 2020 +23% +84% +23% $75M $68M $66M $61M $54M $37M Q1 19 Q1 20 Q2 19 Q2 20 Q3 19 Q3 20 32Guardant Health is Well Capitalized Leading into 2021 Strong year over yea
Slide 33: Guardant Health in 2021: Transforming the continuum of cancer care
Guardant Health in 2021 Transforming the continuum of cancer care Screening Recurrence Monitoring Therapy Selection • ECLIPSE registrational trial on track • Launching Guardant Reveal for use • Growing pipeline of Guardant360 for enrollment completion in 2021 in early-stage colorectal cancer CDx app
Slide 34: Guardant
(@) GUARDANT
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