Slide 1: Genetic Technologies Limited
Ay technologies GENETIC TECHNOLOGIES LIMITED (GENE:NASDAQ, GTG:ASX) June 2011
Slide 2: Forward Looking Statements
technologies Forward Looking Statements oe. This presentation may contain forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934 with respect to the financial condition, results and business achievem
Slide 3: Introduction
Introduction ve dere techncoges Currently in the 2™ year of a 5 year strategy to build a global cancer diagnostics business BREVAGen™ is the first product in this expansion = June 2011 launch in US = Breast cancer risk test — buccal (cheek) swab = 80%+ gross margins and $600m pa addressable US marke
Slide 4: Investment Snapshot
Investment Snapshot ee. = Strong execution record: Clear focus on cancer diagnostics growth Demonstrated M&A capability Cash flow +ve and profitable H1 due to increased revenues and cost reductions Achievement of Australia’s first CLIA certification Establishment of US sales and marketing infrastruc
Slide 5: Established Genetic Testing Business
Established Genetic Testing Business ae = Dominant market positions PacRim = Globally accredited laboratory = Experience producing & selling genetic tests = Oncology testing Australia, Asia & EU = Contracted provider to NSW Police Force for volume crime forensic testing = 50+% market share Aust/NZ p
Slide 6: Licensing: Non-Dilutive Funding Source
ines Licensing: Non-Dilutive Funding Source a = Non-coding DNA patent estate is one of GTG’s core assets = $65m+ licensing revenue received to date = 9 Licenses granted FY2011 to date for total $14.2m = Contracted annuity stream of $7m in total to 2015 = Foundational patent families protecting the u
Slide 7: Industry Scope and Available Markets
Industry Scope and Available Markets a “179 INTRON SEQUENCE ANALYSIS AGRIGENETICS TRAIT SELECTION NON-CODING PATENTS Equipment Pharma steM Seno SEQUENCING watt EQUIPMENT esearch 150M. GE “179 Licensed 762 Licensed unlicensed
Slide 8: Patent Assertion Program
Patent Assertion Program ee. IP assertion program with off balance sheet funding Sheridan Ross in Denver driving legals 1% suit filed Feb 2010 = All9 parties settled prior to trial for total of over $5 million 24 suit filed Jan 2011 monsanro ff SLabCorp GBD Pier ssimat Hearn = All but one party in s
Slide 9: Cancer Diagnostics Focus
Cancer Diagnostics Focus = New technologies driving personalized medicine & extending lives = Molecular diagnosis of cancer is most attractive segment of diagnostics industry = Focused market & efficient sales process = Accelerating growth forecast next 4 years = US & EU market exposure via BREVAGen
Slide 10: Portfolio Strategy
Portfolio Strategy ee DIFFERENTIAL. THERAPY THERAPY RISKASSESSMENT SCREENING iio STAGING PROGNOSIS ae eae Tr ies” Le on a = Amlatrsk shore chance Dothavecancer Has nycancer Howl my Whatisthebest_——Ismytretment’_ Has my cancer den “Tigran spread? cancerprogtess?.—therapyforme?—— working?) come back?
Slide 11: BREVAGen™
BREVAGen™ = Novel, validated test for non-familial breast cancer risk = USS600m per annum market opportunity = Attractive gross margin - buccal swab = Preparing to launch in 8 US territories Q2 cyi1 ‘> P orevace = High profile Key Opinion Leaders involved < = Experts at Stanford, Sloane-Kettering, o
Slide 12: BREVAGen™: What does it Mean Clinically?
BREVAGen™: What does it Mean Clinically? we = BREVAGen™ test classifies a woman’s 5 year & lifetime risk of non-familial breast cancer, the commonest variety = Test combines population risk factors with 7 genetic biomarkers (SNPs) to give an integrated, individual breast cancer risk assessment = Sup
Slide 13: The BREVAGen™ GWAS studies
The BREVAGen™ GWAS studies Stage (1) 266,722 SNPs Used to tag common variants across the genome Genotyped: 408 breast cancer cases 400 controls Stage (2) 12,711 SNPs (approx 5% of those typed in stage (1)) Genotyped: 3,990 invasive breast cancer cases 3,916 controls Stage (3) BOSNPS Genotyped: 21,86
Slide 14: BREVAGen™ performance for risk prediction
BREVAGen™ performance for risk prediction we Mealiffe ME, et al., Assessment of Clinical Validity of a Breast Cancer Risk Model Combining Genetic and Clinical Information; (2010). Journal of the National Cancer Institute 102: 1-10. * BREVAGen™ risk reclassification results from 3,000 patient clinica
Slide 15: BREVAGen™ Fits Into Existing ASCO & ACS Guidelines
€ s a e € & s = 2 = 3 S a BREVAGen™ — Fits Into Existing ASCO & ACS # Breast Cancer Management Guidelines Invasive breast cancer BREVAGen” ~ Avoid unnecessary Rx ) cancer 20% ~ War ~ > [Abonmaiesie p> = en > D : won ml A Annual mammograms aaa) | Normal i596 vv SERM Rx eg Tamoxifen Normal Tissue 1.6m
Slide 16: Genetics of Breast Cancer Risk
Genetics of Breast Cancer Risk ee. = Genes can either be detected as: = Mutations (such as BRCA) or = Single nucleotide polymorphisms (such as those in BREVAGen™), indicating a higher breast cancer risk cea Eee 80% Hereditary (BRCA market) 5% = BRCA testing sales are $300m+ pa yet the vast majority
Slide 17: Target Patient Groups
Target Patient Groups Target market build I nitial target market 1,521 High Value MD/OBGYNs with high numbers of BRCA patient tests identified 80-90% of BRCA results are negative, 200-300k patients pa Second target market Third target market 1m atypical biopsy patients pa 1.6m breast biopsies in tot
Slide 18: National View of the Initial Territories
National View of the 8 Initial Territories ee. Selected on the basis of: = CLIA status - Reimbursement ease - Patient clustering
Slide 19: BREVAGen™ Rest of World
BREVAGen™ Rest of World ee. technologies = Substantial additional opportunities exist in Europe and PacRim = Some re-calibration of algorithm needed for European populations = Status of existing dossier would enable reasonably rapid CE marking once label claim adjusted = Assessment of initial EU tar
Slide 20: Established Facilities
Established Facilities Phenogen Sciences Inc Charlotte, North Carolina, USA Sales & marketing, customer support, reimbursement mgt and sample accessioning. ye Genetic Technologies Ltd Fitzroy, VIC, Australia Technical & corporate support and globally accredited sample processing. CLIA certified.
Slide 21: Competitors
Competitors ve ‘genetic lechrologet = deCODE (Iceland) = Launched in October 2008 by deCODE Genetics, no validation = deCODE Breast Cancer test assesses risk based on 7 common SNPs, ordered only via MDs. Price = $1,650 = Emerged from Chapter 11 in April 2010 as a private company — no US presence sin
Slide 22: Execution Capability & Monitoring
Execution Capability & Monitoring we echnologies = Quantitative Strategic Risk Register allows monitoring, measurement and reporting of key success factors Developed with assistance from Marsh Risk Consulting = Items tracked and managed include: KOL development Medical marketing success factors Lice
Slide 23: Benchmarking and Key Success Factors
Benchmarking and Key Success Factors = Benchmarking against more advanced peers: CLIA approval ¥ Pharmacoeconomic analysis “ Consistent with treatment guidelines Vv KOL’s and speaker programs V Reimbursement ¥ ne a a Pipeline General characteristics: = Focused product range = Women’s health =~ Molec
Slide 24: Management Expertise
Management Expertise Dr. Paul Macleman 7 CEO enantio erate deqrosio, bhp 20 yoas of exprtse in public Co. governance and capital raising commercalization and investment banking experience and expertise Dr. David Sparing WP Corporate Development General Manager, USA Specialist in Intellectual ‘Twice
Slide 25: Product Portfolio
Product Portfolio we Target Discovery Clinical Regulatory and Validation tad Launch and Selection Studies or CLIA Release Marker a Launch Ciaim Validation Utility Planning Edension Studies & ‘Studies Publication ERCAHNPCCISCNTA (EUP2cin) BREVAGEN KRASIBRAFIEGFR (FPFE) Terr (reusing)
Slide 26: Portfolio Revenue Growth
technologies Portfolio Revenue Growth ve = BREVAGen™ the first" Collaboration with multi- global product in the national pharmaco cancer diagnostics strategy = Followed by introduction of generic theranostic markers late Y1 . . Blood based = Y2 introduction of seus che blood based G2 } mBREVAGen pro
Slide 27: M&A
M&A a we = GTG acquired and integrated BREVAGen™ as a market ready asset 2010 = MDx assets are currently cheaper to buy than make = Actively assessing new late stage/on-market product acquisitions. Seeking: = On or close to market assets = Similar sales channels and marketing synergies to GTG’s exis
Slide 28: Financial Snapshot Mar 2011
Financial Snapshot Mar 2011 Financials (9 months to Mar 31) (AUD millions) 2011 2010 Revenue 16.1 6.2 Operations* 3.3 4.2 Licensing 128 2.0 Net income / (loss) 2.9 (6.5) Cash 7.2 41 *After divestments ** Employee options only ***Following divestment $750k revenues Sales ASm - 5 years Operations >) L
Slide 29: Summary
Summary we genetic fechnologes = GTG to launch world’s first validated test for non- familial breast cancer risk = BREVAGen™ has attractive CoGS & rapid payback = Target market is global, characterized & large = US sales, marketing & reimbursement infrastructure established = GTG has a sound base of
Slide 30: Contact Details
Contact Details nl Dr Paul D R MacLeman CEO Genetic Technologies Limited Direct Phone +613 8412 7025 Cell +61 419 401 445 (Aust.) (980) 253 4340 (US) Email paul.macleman@gtglabs.com 30