Ip Group Plc · LSE:IPO
Ip — Investor Day (June 2025)
120 slides from Ip's investor day presentation, June 2025
Slide 1: Capital markets day
Capital markets day. Accelerating the impact of science for a better future
Slide 2: Disclaimer
Disclaimer. The communication of this presentation may be The statements contained in this presentation are made Nothing contained in this presentation shall be deemed restricted by law; it is not intended for distribution to, or as at the date of this presentation. The distribution of this to be a
Slide 3: Agenda
Agenda. Overview, sourcing & Break Cleantech Digital Life Sciences Networking investment strategy 15:00 16:00 16:20 16:40 17:00 17:30 MIKE MOLINARI. DR LEE DR CRAIG GREG SMITH. CEO, IP Group MD Australia, THORNTON. RICHARDSON. IP Group Partner, IP Group Partner, IP Group DR PAUL DR ADNAN DAVID ANNE
Slide 4: Building a scientific innovation investment powerhouse
Building a scientific innovation investment powerhouse. We aim to be the UK’s investment champion focused on scaling deep technologies from our extensive access to world-leading scientific innovation. By addressing the funding needs of the UK’s most innovative opportunities with the most efficient f
Slide 5: IP Group: Investment Case
IP Group: Investment Case. Significant value potential in IP Group well positioned to Attractive shareholder UK science and technology. exploit this. opportunity. 5 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 6: Scientific innovation is the next big growth driver
Scientific innovation is the next big growth driver. CAGR to 2030 $4.6T $2T $2.4T 26.7% 8.4% 6.1% 2030 Global Renewable 2030 Global Digital 2030 Global Pharma market Energy market Transformation market [Grandview Research] [Allied Market Research] [Grandview Research] 6 © IP GROUP PLC 2025 | CAPITAL
Slide 7: The UK is a global leader in research and innovation
The UK is a global leader in research and innovation. UK universities are UK research quality ranks among the best world class in the world 1 Of the world’s most highly cited papers 13% (top 1%) are written in the UK 4 of the 10 top- rated universities in the world… UK university spin-outs are gener
Slide 8: We are the leading platform to access that innovation
We are the leading platform to access that innovation. We play a significant part in UK We have extensive access to UK We pioneered the UK university spinout financing. innovation. commercialisation sector. Manager of university alumni funds: 19% Backing university accelerators. 81% The most active1
Slide 9: The UK has a scale-up funding opportunity
The UK has a scale-up funding opportunity. Capital invested in the UK high tech1 companies since 2014 ($bn) The UK’s science innovation UK investor International investor ecosystem presents ample capital deployment opportunities $16.5bn $15.1bn Time period $13.2bn (2014 – June 2024) c. 10 years 71%
Slide 10: Scale-up funding is key to UK growth
Scale-up funding is key to UK growth. Public and private sectors aligning: Our focus will be Pension Schemes Mansion House on unlocking Bill Accord private-sector investment, Industrial strategy: Build scale through 17 of the largest because 8 growth-driving sectors consolidation and workplace pensi
Slide 11: We back companies from start-up to scale-up
We back companies from start-up to scale-up. INVESTEE COMPANY STAGE Pre-Seed / Seed & Series A Series B & C+ IP Group’s EIS business Private funds managed by IP Group PROPORTION OF CAPITAL Dedicated EIS funds with Permanent balance sheet capital Science & tech scale up capital world class universiti
Slide 12: We have differentiated UK sourcing
We have differentiated UK sourcing. Parkwalk: our specialist EIS business 100+ current £500m AUM portfolio companies Partnered with 15+ year leading UK track record universities £50m+ avg. invested per 20+ Award tax year over wins last 6 years 12 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 13: We have a team with 300+ years of experience
We have a team with 300+ years of experience. 300+ years combined experience 13 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 14: We have a track record of realising value
We have a 54.8x. MoM 74%. IRR track 5 5 Acquired by SnapInc LSE public market for over $500m secondary record of 7.0x. MoM 62%. IRR 1 1 7.0x. MoM 2 48%. IRR 2 realising 4.4x. MoM 63%. IRR value. Acquired by Visa LSE IPO realising £134m 5.6x. MoM 29%. IRR 3 3 5.5x. MoM 28%. IRR 4 4 3.0x. MoM 24%. IRR
Slide 15: We have a deep pipeline of future potential winners
We have a deep pipeline of future potential winners. 7.9p 0.5p 1.2p Note: reflects time since first IP Group investment in company, often largely consistent with time since company formation 15 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 16: Portfolio companies presenting today
Portfolio companies presenting today. MIKE MOLINARI. DR CRAIG DR LEE THORNTON. MD Australia, RICHARDSON. Partner, IP Group IP Group Partner, IP Group DR ADNAN DR PAUL BARRETT. DAVID THORNTON. MEHONIC. Founder & CEO, President & CEO, Founder & CTO, Hysata Genomics Intrinsic 16 © IP GROUP PLC 2025 | C
Slide 17: Portfolio companies exhibiting today
Portfolio companies exhibiting today. #1 AI Agent for unit Creating a scalable, Redefining medical testing complex Java high-density quantum device innovation code at scale computer Medical devices to Personalised, trackable improve surgical 3D sound projection procedure outcomes technology 17 © IP
Slide 18: Anne Dobrée
ANNE DOBRÉE. INVESTOR DIRECTOR 18 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 19: Parkwalk
June 2025 Parkwalk Anne Dobrée, Investment Director
Slide 20: Parkwalk is the UK's most active investor in university spinouts
Parkwalk is the UK’s most active investor in university spinouts Top investors by number of equity deals into spinouts (2015 – 2024) Parkwalk 325 Scottish Enterprise 320 Mercia Ventures 172 Cambridge Enterprise 132 Oxford Science Enterprises (OSE) 127 Future Planet Capital 120 430 IP Group 105 deals
Slide 21: About Parkwalk
About Parkwalk £500m AUM Focused investment strategy Sifted names Deal flow and deployment Parkwalk as one 120+ of the most 15+ year track record current portfolio companies active investors Strong performance: in European tech Sifted Q1 2025 data 70+ exits to date £50m+ £166m+ cash returned avg. in
Slide 22: Deal Flow: Golden Triangle & across the UK
1 2 Deal Flow: 3 4 1 Golden Triangle 5 6 8 & across the UK… 7 8 7 17 9 10 We are national investors 11 12 6 but 10 70% 11 13 14 2 15 20 15 16 4 of our deal flow is from 13 the Golden Triangle 17 18 5 9 14 19 12 3 18 19 20 16 IP GROUP CAPITAL MARKETS DAY 22
Slide 23: Northern Gritstone collaboration
Northern Gritstone collaboration New Fund launching in June 2025 A collaboration between Parkwalk and Northern Gritstone, focusing on deal flow from Leeds, Liverpool, Manchester and Sheffield Universities. This collaboration brings together two of the UK’s leading forces in university commercialisat
Slide 24: UK University Technology
UK University Technology The UK punches above its UK academic successes: weight in R&D…. 4 of the 10 top- rated universities LCDs Graphene IVF MRI Scan in the world… Hull Manchester Cambridge Nottingham In higher education, the UK is a superpower.” Dolly the Sheep DNA Fibre Optics Lithium-ion batter
Slide 25: Tech Transfer Process: from university idea to exit
Tech Transfer Process: from university idea to exit Market + IP Build team University support + Spinout Product Growth & grant funding created development exit Peer & patent Develop idea/ & market roll- Review solution out Research lab University Tech Transfer Team Investment Reducing Technology & T
Slide 26: Investment Pathway: Example companies
Investment Pathway Example companies Company development & growth Parkwalk EIS Funds 26
Slide 27: Deal Flow
Deal Flow Other University TTOs Innovation Funds Existing EIS Portfolio Enterprise Funds Co-investors Knowledge Opportunities Intensive EIS Fund EIS Fund Northern Universities Parkwalk Investment Strategy: Previous Founders/Management Venture Funds Multi faceted due diligence Strong IP in place Free
Slide 28: Investment Examples
Investment Examples AccelerComm Cytora High-performance wireless communication solutions company The future of commercial insurance, powered by Generative AI University: University: Last investment round: $15m, Series B Last investment round: £25m, Series B Parkwalk EIS Funds Co-investors: Swisscom,
Slide 29: Investment Examples
Investment Examples Cambridge GaN Devices Adsilico Energy-efficient GaN based power devices to make greener ‘In silico’ trials solutions utilising virtual patient populations electronics possible University: University: Last investment round: $32m, Series C Last investment round: and more effective
Slide 30: Successful Exits
Successful Exits £166m+ Cash back to investors 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1.3x 16.0x 3.0x 2.4x 3.3x 2.0x 1.1x 6.0x 10.3x 10.0x* 2.4x 14x* IN PROGRESS 6.9x 8.4x 11.1x 12.8x* 1.1x* 7.0x* 3.5x 2.8x 1.3x TBC IN PROGRESS 11.0x* 2.0x* 3.7x* 3.5x TBC 70+ IN PROGRESS 2.4x 2.
Slide 31: Thank you
Thank you IP GROUP CAPITAL MARKETS DAY 31
Slide 32: Mark Reilly
Mark Reilly. Managing Partner 32 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 33: IP Group invests in breakthrough innovation
IP Group invests in breakthrough innovation. Global scope and Differentiated Highly skilled world-changing and defensible and technical impact. technology. founding teams. 33 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 34: Scientific innovation is the next big growth driver
Scientific innovation is the next big growth driver. CAGR to 2030 $4.6T $2T $2.4T 26.7% 8.4% 6.1% 2030 Global Renewable 2030 Global Digital 2030 Global Pharma market Energy market Transformation market [Grandview Research] [Allied Market Research] [Grandview Research] 34 © IP GROUP PLC 2025 | CAPITA
Slide 35: "Significant surge" in innovation investing - McKinsey
“Significant surge” in innovation investing - McKinsey. Europe’s deep tech sector is currently witnessing a significant surge in both innovation and interest, heralding a wave of potential scientific and technological breakthroughs. These developments are building credibility for a vision of Europe
Slide 36: Rapid growth of innovation investing in Europe
Rapid growth of innovation investing in Europe. European Share of Global Innovation Investment (%). +9pp 10 0 0 0 0 0 0 0 0 10 12 15 18 19 0 0 0 0 0 0 25-35 2010 2019 2020 2021 2022 2023 2030 potential 36 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 37: "Significant surge" in innovation investing - McKinsey
“Significant surge” in innovation investing - McKinsey. There are compelling reasons to be optimistic about Europe’s potential to become a powerhouse in the deep tech arena. Although it largely missed out on the growth in consumer technology that reshaped Silicon Valley, Europe nonetheless can build
Slide 38: Better Returns from Innovation Investing - McKinsey
Better Returns from Innovation Investing - McKinsey. Net IRR for Innovation Investing vs Traditional Tech Funds, % 40 30 20 17 10 10 0 -10 -20 Deep Traditional Source: McKinsey & Company 38 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 39: Better Returns from innovation investing - McKinsey
Better Returns from innovation investing - McKinsey. Lower competition. The deep tech sector is less crowded due to high initial investment costs and technical complexity, reducing competitive intensity. Founders with significant technological knowledge. The founders of deep tech ventures are typica
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Slide 41: Test Scores of AI Systems Rising
Test Scores of AI Systems Rising. Test scores of AI systems on various capabilities relative to human performance. Initial performance of AI is set to -100. Human performance is the baseline, set at zero. 20 Reading Comprehension Image Recognition 0 Language Understanding Handwriting Recognition Hum
Slide 42: Humanity's Last Exam (HLE): Accuracy
Humanity’s Last Exam (HLE): Accuracy. 8.80% 7.20% 5.20% 4.80% 3.90% 3.10% GPT-4o Grok-2 Claude 3.5 Gemini 1.5 Pro Gemini 2.0 o1 Sonet Flash Thinking Source: Phan et al., 2025 | Chart: 2025 AI Index report 42 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 43: AI Inference Prices in Falling
AI Inference Prices in Falling. GPT-4-0314 Inference Price ($ per million tokens - log scale) GPT-3.5 10 GPT-4o-2024-05 Claude-3.5-Sonnet-2024-06 1 DeepSeek-V3 0.1 Phi 4 Llama-3.1-Instruct-8B Gemini-1.5-Flash-8B 2022-May 2022-Aug 2022-Dec 2023-Mar 2023-Jun 2023-Oct 2024-Jan 2024-Apr 2024-Jul 2024-No
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Slide 45: LLMs Outperform Doctors
LLMs Outperform Doctors. 100 Diagnosis Score 80 60 40 20 0 GPT-4 Alone. Physician + GPT-4. Physician + Conventional Resources. Source: Goh et al, 2024 | Chart: 2025 AI Index Report 45 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 46: "Health AI Floods the FDA"
“Health AI Floods the FDA”. Number of AI Medical Devices Approved by the FDA, 1995-2023 250 223 200 160 150 129 114 100 80 64 50 26 18 1 1 1 1 1 1 5 2 2 3 3 6 6 0 0 0 0 0 0 0 0 0 Source: FDA, 2024 | Chart: 2025 AI Index report 46 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 47: Oxehealth
2016-09-09 16:46 | on | Oxehealth Turning Cameras Into Health Monitors Non-Patient Volunteer 1 fe
Slide 48: Visionary ventures
visionary ventures
Slide 49: i Pisin lis
——- i Pisin lis
Slide 50: IP Group visionary ventures
ip grou visionet tures
Slide 51: Slide 51
Slide 52: Featurespace
= FEATURE How it works Products Clients Careers About us Newsroom Contact us SPACE Featurespace is the world's leading provider of Adaptive Behavioural Analytics technology for fraud and risk management
Slide 53: Featurespace
FEATURE SPACE
Slide 54: Diffblue
diffblue.
Slide 55: Slide 55
Slide 56: © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
56 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 57: © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
57 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 58: We're at the beginning of two industrywide transitions
We’re at the beginning of two industrywide transitions… [accelerated computing and generative AI] We believe these two trends will drive a doubling of the world's data centre infrastructure installed base in the next five years.“ Jensen Huang, CEO, NVIDIA
Slide 59: AI Has a Significant Carbon Footprint
AI Has a Significant Carbon Footprint. Estimated carbon emissions from training select AI models and real-life activities, 2012-2024. 8930 Air Travel (1 passenger, NY-SF): 0.99 Carbon emissions (Tons of CO2 Equiv.) 8000 Human Life (Avg. 1 year): 5.51 American Life (Avg. 1 year): 18.08 6000 Car Usage
Slide 60: © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Source: IEA 60 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 61: Adoption of Cleantech Perennially Underestimated
Adoption of Cleantech Perennially Underestimated. Global renewable energy, capacity added each year, GW. 700 2024 Forecast 600 500 Actual *Predictions 400 300 200 100 0 2000 10 20 30 40 Includes solar, wind, hydropower, bioenergy, geothermal, and marine. *Existing policies scenarios, lower-end estim
Slide 62: © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
62 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 63: © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
63 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 64: © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
64 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 65: IP Group invests in breakthrough innovation
IP Group invests in breakthrough innovation. Global scope and Differentiated Highly skilled world-changing and defensible and technical impact. technology. founding teams. 65 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 66: Scientific innovation is the next big growth driver
Scientific innovation is the next big growth driver. CAGR to 2030 $4.6T $2T $2.4T 26.7% 8.4% 6.1% 2030 Global Renewable 2030 Global Digital 2030 Global Pharma market Energy market Transformation market [Grandview Research] [Allied Market Research] [Grandview Research] 66 © IP GROUP PLC 2025 | CAPITA
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Slide 68: Coming up
Coming up… 68 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 69: Mike Molinari, Dr Paul Barrett
MIKE MOLINARI. DR PAUL BARRETT. MANAGING DIRECTOR AUSTRALIA FOUNDER & CEO 69 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 70: IP Group Australia
IP Group Australia. We are accessing a sizeable and growing market. Delivering strong portfolio returns. Partnering with leading research universities. Managing significant third-party capital. A$435M 70 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 71: World's Highest Efficiency Electrolysers
World’s Highest Efficiency Electrolysers. Paul Barrett Co-Founder & CEO
Slide 72: Where on Earth is Wollongong?
CONFIDENTIAL Where on Earth is Wollongong? Just a 17,000 km hop; practically the antipode Industrial heritage with great ocean views Wollongong 72
Slide 73: Hysata has all the ingredients to change the world
CONFIDENTIAL Hysata has all the ingredients to change the world Game-Changing Electrolyser Technology 95% system efficiency - 41.5kWh/kg H2 Designed for Hyperscaling Huge Market Pull Right Capital Partners Outstanding Team & Culture 73
Slide 74: From university bench to commercial scale
CONFIDENTIAL From university bench to commercial scale University lab 124m2 office 500m2 workshop 8500m2 facility Spun out 2017-2020 2021 2022 2023 2024 2025 5 employees 26 employees 61 employees 80 employees 110+ employees US$3M US$28M US$111M Seed Series A Series B Fundamental Nature Comms Commerc
Slide 75: Hysata closed an oversubscribed US$111.3M Series B round
CONFIDENTIAL Hysata closed an oversubscribed US$111.3M Series B round in April 2024 Largest ever Series B in Australia’s cleantech history Co-led by Templewater & bp 75
Slide 76: A team of passionate and motivated people
CONFIDENTIAL A team of passionate and motivated people with one common goal 110 people 80% engineers 35% women Gerry Swiegers Scott Daniel Tas Abrahamson Sandermann Leanne Isabella Tom Campey Hysata has recruited talent from top global brands including: Mike Rob Molinari Trezona 76
Slide 77: Electrolysers have been largely unchanged for 100 years
CONFIDENTIAL Electrolysers have been largely unchanged for the past 100 years 165 MW electrolyser operating in Norway, 1931 Electrolysers are the key technology to produce green hydrogen, yet existing tech has been: Inefficient <75% system efficiency; 52.5 kWh/kg Expensive Difficult to scale Until…
Slide 78: Hysata's core technology delivers a giant leap in performance
CONFIDENTIAL Hysata’s core technology delivers a giant leap in performance Reimaged cell architecture delivers high efficiency Published in Nature Communications journal Outstanding Intellectual Property Portfolio Capillary-Fed Electrolysis (CFE) • 95% system efficiency (41.5 kWh/kg) • Already ahead
Slide 79: Transformational efficiency, 20% higher than incumbents
CONFIDENTIAL Transformational efficiency, 20% higher than incumbents Efficiency Gains • 25% less power • 10x less heat rejection Simpler System • 20x less liquid • 50% less metal Economic Advantage • Lower Opex • Lower Capex 79
Slide 80: Creating unmatched value for green hydrogen customers
CONFIDENTIAL Creating unmatched value for green hydrogen customers Example: Renewable energy systems capex savings for the production of 1Mt H2 p.a., USD Incumbent electrolyser Reduction Capital cost Saving 75% efficiency 95% efficiency 52.5 kWh/kg 41.5 kWh/kg (4.72kWh/Nm3) (3.73kWh/Nm3) USD $3B 14
Slide 81: Drastic simplification driving cost savings in Balance of Plant
CONFIDENTIAL Drastic simplification driving cost savings in the Balance of Plant Legen d Illustration of 1 GW 1: Entrance 9: Compressors Green hydrogen plant Approx. Hysata 2: Main building 10: Purification system system boundary 3: Water purification 11: Hydrogen flare 4: HV transformers 12: Heat i
Slide 82: Global green hydrogen is emerging from its dot-com moment
CONFIDENTIAL Global green hydrogen is emerging from its dot-com moment Electrification critical in key sectors No net-zero without green hydrogen Strong global market signals 82
Slide 83: Global customers want Hysata's technology
CONFIDENTIAL Global customers want Hysata’s technology as it unlocks huge value ~10 GW (>US$5B) in conditional orders and capacity Green iron and steel reservation agreements Unit shipped to ACWA Power (Saudi Arabia) Chemical manufacture Maritime and Aviation High-grade industrial heat 83
Slide 84: We are building an era defining company
CONFIDENTIAL We are building an era defining company World-leading 95% Foundational and Powerful commercial Outstanding efficient electrolyser Right capital partners defensible IP traction team & culture system
Slide 85: Dr Lee Thornton, Dr Adnan Mehonic
DR LEE THORNTON. DR ADNAN MEHONIC. PARTNER FOUNDER & CTO 85 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 86: IP Group Deeptech: Investment Strategy
IP Group Deeptech: Investment Strategy. Future Compute. Next-Generation Networks. Future computing systems for complex problem-solving, Next-generation ultra-fast, reliable and secure including analogue, neuromorphic, and quantum. networks to deliver enhanced global connectivity. DIGITAL Human-Machi
Slide 87: Solving the Non-Volatile Memory Problem
® ® Solving the Non-Volatile Memory Problem Adnan Mehonic, CTO CONFIDENTIAL
Slide 88: Intrinsic's Mission
Intrinsic’s Mission Provide ubiquitous non-volatile memory that can be added to any CMOS device at any node in any configuration at no* extra cost A memory that: • Scales beyond embedded flash nodes (<28nm) • Has read speed comparable to SRAM, much faster than embedded Flash • Has higher density tha
Slide 89: Low power systems - the pressing need
Low power systems - the pressing need Demand for AI is exploding – memory is struggling Non-volatile memory (NVM) and advanced to keep up digital logic cannot be integrated Apple Watch exemplifies the problem: This is true for Edge AI as well as for the well- publicised generative AI boom Separate c
Slide 90: Intrinsic's technology – amazingly simple
Intrinsic’s technology – amazingly simple The world’s simplest memory technology The result of 10+ years research at UCL unique SiOx interlayer No fab modifications or new materials needed switching layer Industry first 12nm chip demonstrator Strong patent protection CONFIDENTIAL 90
Slide 91: Deep Fundamental Knowledge & IP Since 2011
Deep Fundamental Knowledge & IP Since 2011 Over a Decade of R&D at UCL and 100+ Scientific Papers resulted in 12 foundation patents Dynamics of Ions Transport and Environmental Effects: Filaments characterisation: • Advanced Materials 28, 7486–7493 (2016). Standard metal interconnect • Nanotechnolog
Slide 92: An Outstanding 1st Product
An Outstanding 1st Product In a different league to Flash • 10x faster read • 100x faster write Flash cannot be embedded at advanced nodes (below 28nm) • 1/100th energy of a two-chip solution (Example at 22nm, 12nm in development) CONFIDENTIAL 92
Slide 93: Well established route to market
Well established route to market Memory Compiler ALIF SEMICONDUCTOR Potential Manufacturing Partners CONFIDENTIAL 93
Slide 94: Intrinsic ReRAM Supercharges MCU Efficiency
Intrinsic ReRAM Supercharges MCU Efficiency MPU device 1/6 system Parallel NOR flash chip • 100 MHz CPU 10 mW power MPU 128 KB SRAM • 64 mW (constant read) • SRAM R/W 2 mW • 100 ns access • SRAM leakage 100 µW 10x memory 8 MB RRAM • Block write/erase • Peripherals 4 mW bandwidth MPU Single chip 8 MB
Slide 95: Intrinsic ReRAM transforms edge AI architectures
Intrinsic ReRAM transforms edge AI architectures 32 MB 1/5 system DRAM power CPU GPU NPU CPU GPU NPU NPU NPU NPU 50x memory bandwidth Shared ReRAM Shared SRAM 32 MB 4 MB L2 Cache DRAM NPU NPU NPU 32 MB • System power: 1.5 W Flash • Several DRAMs needed • System power: 300 mW • Many memory bottleneck
Slide 96: Huge markets in need of better eNVM
Huge markets in need of better eNVM Wearables Autonomous Power Remote & Health Vehicles Management Sensing $388bn $1000bn $375bn $85bn (2030 estimated end-market size) CONFIDENTIAL 96
Slide 97: From Lab to Fab with IMEC Since 2020
From Lab to Fab with IMEC Since 2020 6 Generations of Technology Evolution Proven over 3 Advanced Test Platforms at IMEC Integrated & Tested on Advanced Test Chips Proven Device Performance Under All Relevant Conditions Excellent Device Endurance Robust Thermal Stability Proven Data Retention at 125
Slide 98: 2024: World-leading Bespoke Test Chip on 12nm Process
2024: World-leading Bespoke Test Chip on 12nm Process Leveraging a Partnership with a Top-Tier Foundry *results in Q4 2025 Die: 4000 µm x 3000 µm Process: 12nm Density: ~25Mb/mm2 Small bitcell: 0.0368 µm2 CONFIDENTIAL 98
Slide 99: Extended ReRAM Zone
Current focus: Edge AI with Further Development and Strategic Partnership Aimed at AI Beyond the Edge Extended ReRAM Zone* Data Centre Edge Core ReRAM Zone** Feasibility R&D project underway in Current focus for our collaboration with a core silicon-proven leading cloud service ReRAM technology prov
Slide 100: Team
Team Executives Tech. Team of 15 (mostly PhDs): • Device development • Process engineering • Analog IC Design • Digital IC Design • AI Software • Atomistic Simulations CEO – Zack Deiri CTO, Founder – Adnan Mehonic CSO, Founder – Professor Tony Kenyon Previous positions: Associate Professor UCL Vice
Slide 101: Questions?
intrin|Sijc Questions?
Slide 102: Dr Craig Richardson, David Thornton
DR CRAIG RICHARDSON. DAVID THORNTON. PARTNER PRESIDENT & COO 102
Slide 103: Three Areas of Focus
Three Areas of Focus. Preventive Care Virtual Care Precision Care Innovations focused on avoiding Use of technology to deliver care Tailoring medical care to an illness, detecting disease early remotely to improve access, individual’s unique and promoting well-being. increase efficiency and characte
Slide 104: Three Areas of Focus
Three Areas of Focus. Preventive Care Virtual Care Precision Care 104 © IP GROUP PLC 2025 | CAPITAL MARKETS DAY
Slide 105: Genomics Overview
Genomics Overview 26 June 2025 Genomics Ltd June 2025 © 2025 Genomics – Confidential – All Rights Reserved
Slide 106: Introduction to Genomics
01 Introduction to Genomics
Slide 107: Advancing the industry's deepest understanding of human genetics
Advancing the Oxford University roots 10+ years of leadership industry’s deepest Spun out by world-leading statistical and human geneticists In developing powerful analytical tools & intelligence for genetic data understanding of human genetics Leveraging large-scale genetic data and proprietary Glo
Slide 108: Single core tech platform powers two high-growth verticals
Introduction to Genomics Single core tech platform powers Genomics’ solutions across two high-growth verticals Our core platform, underpinned by the world’s largest genotype–phenotype dataset, powers scalable solutions across Life Sciences and Healthcare Life Sciences Healthcare In Silico Drug Disco
Slide 109: Why PRS? Making invisible risk, visible
Introduction to Genomics Why PRS? Making invisible risk, visible. PRS is enabling the move from an era of Genomic Medicine, We see a future where we can predict and prevent disease where genetics can help to diagnose and help treat rare before it occurs and to deliver more personalised and diseases,
Slide 110: Genomics' Technology
Genomics’ Technology Genetic risk scores will revolutionise how we predict, diagnose, and treat disease Genetic Risk Scores reveal large variations in disease incidence Accurately predicting an individual’s genetic susceptibility to disease Coronary Artery Disease (men) Polygenic risk scores (PRS) c
Slide 111: Genomics for Health & Wellness
02 Genomics for Health & Wellness
Slide 112: Genomics for Health & Wellness
Genomics for Health & Wellness Applying our leading risk scores to deliver personalised and actionable health information Flexible delivery Full-service (registration, home sample collection, lab analysis, results return) or software-only integration with local workflows Absolute risk Combines PRS w
Slide 113: Scaling Health Insights with industry leaders in US and UK
Genomics for Health & Wellness Scaling Health Insights with industry leaders in US and UK US UK Risk reports for 8 diseases Risk reports for 4 diseases Breast Cancer Type 2 Diabetes Breast Cancer Type 2 Diabetes Prostate Cancer Cardiovascular Disease Prostate Cancer Cardiovascular Disease Hypertensi
Slide 114: Genomics for Drug Discovery & Development
03 Genomics for Drug Discovery & Development
Slide 115: Genomics for Drug Discovery & Development
Genomics for Drug Discovery & Development Deep genomics expertise to de-risk strategic decision making and accelerate drug discovery & development Research & discovery Clinical development Target Intelligence Target discovery Trial design Patient stratification Trial rescue Apply causal biology and
Slide 116: Leading tools and harmonised datasets power our SaaS & DaaS offering
Leading tools and harmonised datasets power our SaaS & DaaS Software suite to build powerful integrated data resource Extensive curated & normalised genetic association dataset Sophisticated, proprietary methods to analyse genetic data offering Advanced tools and technologies to SaaS platform underp
Slide 117: High-Level Financials
04 High-Level Financials
Slide 118: High-Level Financials
High-Level Financials Strong commercial momentum and foundations for sustainable growth in place Revenue growth by business segment (£m) 80 £72.4m (projected) 70 60 Healthcare £49.4m Life Sciences Annual revenue (£m) (projected) 50 40 30 £25.0m (budget) 20 £11.2m 10 £5.6m £3.7m 0 2022 2023 2024 2025
Slide 119: Thank you
visionary ventures ip group
Slide 120: Visionary ventures for a future made possible by science
Visionary ventures for a future made possible by science. 2nd Floor, 3 Pancras Square, King’s Cross, London, N1C 4AG Tel: +44 (0) 20 7444 0050 Web: www.ipgroupplc.com © IP GROUP PLC 2024 | STRICTLY PRIVATE AND CONFIDENTIAL 120