Abcellera Biologics Inc. · NASDAQ:ABCL
Abcellera Biologics — Bloom Burton & Co. Healthcare Investor Conference 2023
19 slides from Abcellera Biologics's conference presentation, Apr 25, 2023
Slide 1: Corporate Overview
CORPORATE OVERVIEW COPYRIGHT © ABCELLERA Bloom Burton & Co. Healthcare Investor Conference 2023
Slide 2: Disclaimer
DISCLAIMER This presentation contains forward-looking statements, including These statements involve risks, uncertainties and other factors that may statements made pursuant to the safe harbor provisions of the Private cause actual results, levels of activity, performance, or achievements to be Secu
Slide 3: AbCellera is an antibody discovery engine
AbCellera is an antibody discovery engine that delivers optimal clinical candidates to the clinic – and to patients – with greater precision and speed. CORPORATE OVERVIEW HYPOTHESIS Investments in technology can improve the productivity of drug development. PHILOSOPHY Long-term value creation begins
Slide 4: Drug development has three steps
DRUG DEVELOPMENT HAS THREE STEPS. CORPORATE OVERVIEW Target Drug Clinical Identification Discovery Development regulations, technology, science, manufacturing, lab space, talent COPYRIGHT © ABCELLERA 4
Slide 5: Technology can make a big impact on product creation
TECHNOLOGY CAN MAKE A Peak sales BIG IMPACT ON PRODUCT CREATION. ~$1B Illustrative drug development investment profile: CORPORATE OVERVIEW POS: >5% Technology intensive COPYRIGHT © ABCELLERA Years since 1y 2y 3y 4y 5y 6y 7y 8y 9y 10y 11y 12y 13y 14y 15y 16y 17y 18y 19y 20y 21y program start Stage of
Slide 6: Strategy #1 and Strategy #2
STRATEGY #1 Be best in world in antibody therapeutics CORPORATE OVERVIEW from target to the clinic. STRATEGY #2 Build a large and diversified portfolio of stakes in future antibody therapeutics. COPYRIGHT © ABCELLERA 6
Slide 7: Strategy #1: Be best in world in antibody therapeutics
STRATEGY #1 Be best in world in antibody therapeutics from target to the clinic. CORPORATE OVERVIEW TECHNOLOGY INFRASTRUCTURE from TARGET THE ENGINE to PATIENTS DATA SCIENCE INTEGRATION 2x faster solve the unsolvable COPYRIGHT © ABCELLERA highest quality EXPERTS unprecedented scale 7
Slide 8: Best-in-world capabilities create value
SPEED $100M + Billions NPV sales, profit, value by accelerating approval of an by being average antibody drug by 1 year first to market CORPORATE OVERVIEW NEW MARKETS LEVEL THE PLAYING FIELD $100B+ $50M + new market opportunities small biotech savings unlocked by drugging from not having to the undr
Slide 9: Strategy #2: Build a large, diverse portfolio of stakes
STRATEGY #2 Build a large, diverse portfolio of stakes in future antibody therapies. CORPORATE OVERVIEW PARTNER-INITIATED PROGRAMS TECHNOLOGY-DEVELOPMENT Discovery Co-Development Pre-Partnered Programs Programs Programs COPYRIGHT © ABCELLERA 9
Slide 10: Partner-initiated programs: Discovery Programs
PARTNER-INITIATED PROGRAMS Discovery Programs CORPORATE OVERVIEW TARGET Partner-initiated DEAL TERMS High volume deals with • Upfronts and research fees • Clinical milestones highly diversified • Single-digit royalties on net sales positions and high ROI. COPYRIGHT © ABCELLERA 10
Slide 11: Partner-initiated programs: Co-Development Programs
PARTNER-INITIATED PROGRAMS Co-Development Programs CORPORATE OVERVIEW TARGET Partner-initiated DEAL TERMS • Upfronts, clinical milestones, and royalty position Low volume deals • PLUS option to co-invest in program development to maintain with optionality for concentrated positions. COPYRIGHT © ABCE
Slide 12: Technology-development: Pre-Partnered Programs
TECHNOLOGY-DEVELOPMENT Pre-Partnered Programs Untapped market T-Cell opportunity in an area with Engagers a high technical barrier to CORPORATE OVERVIEW Platform entry and a rich target space that includes many targets. High-value, well-validated GPCRs & targets that have been Ion Channels intractab
Slide 13: Pre-Partnered Programs: T-Cell Engagers
PRE-PARTNERED PROGRAMS: T-CELL ENGAGERS BRING BEST-IN-CLASS T-CELL ENGAGERS TO THE CLINIC, FASTER strike the hit tumor right balance CORPORATE OVERVIEW targets differentiated from diverse tumor targets commonly used molecules build find the bispecifics right match COPYRIGHT © ABCELLERA clinically va
Slide 14: Portfolio diversified across modalities, partner size, and deal type
PORTFOLIO DIVERSIFIED ACROSS MODALITIES, PARTNER SIZE, AND DEAL TYPE. CORPORATE OVERVIEW 69 partner-initiated 6 partner-initiated 12 pre-partnered program discovery co-development starts (TCE, GPCR, ion program starts* program starts* channel, Covid-19) 40 8 2 COPYRIGHT © ABCELLERA partners molecule
Slide 15: One decade of engine building
ONE DECADE OF ENGINE BUILDING. investments capitalization financials ~500 $800M+ $900M+ CORPORATE OVERVIEW employees across in equity raised since 2012 in total cash, cash 4 countries and 3 continents equivalents & marketable securities 650K + sq.ft. of facilities $150M+ in government contracts $400
Slide 16: AbCellera's capital allocation
2 TECHNOLOGY P R E - PA RT N E R E D P R O G R A M S P E O P L E & P L AT F O R M & COMPANY 3 BUILDING CORPORATE OVERVIEW 1 PARTNERING 3 PA RT N E R E D P R O G R A M S COPYRIGHT © ABCELLERA AbCellera’s capital allocation 16
Slide 17: AbCellera's competitive moat
TECHNOLOGY INFRASTRUCTURE THE ENGINE CORPORATE OVERVIEW IT’S BECAUSE DATA SCIENCE INTEGRATION IT’S HARD THAT EXPERTS IT’S VALUABLE & IT’S DEFENSIBLE. COPYRIGHT © ABCELLERA AbCellera’s competitive moat 17
Slide 18: From target to drug
CORPORATE OVERVIEW This is what’s needed to solve the problem. FROM TARGET TO DRUG COPYRIGHT © ABCELLERA 18
Slide 19: Thank You
19 COPYRIGHT © ABCELLERA CORPORATE OVERVIEW THANK YOU
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