Genetic Signatures Ltd. · ASX:GSS
Genetic Signatures — Investor Presentation (May 2020)
21 slides from Genetic Signatures's investor presentation, May 28, 2020
Slide 1: Investor presentation
Investor presentation 28 May 2020
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Genetic Signatures Limited (“GSS”). The information contained in this presentation is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. This presentation is propr
Slide 3: A global leader in the supply of molecular diagnostic solutions
A global leader in the supply of molecular diagnostic solutions A specialist molecular diagnostics company Share price (A$) Volume (m) 2.4 3.0 Focused on becoming a global leader in the supply of molecular diagnostic solutions 2.0 2.5 1.6 2.0 Developing and commercialising its proprietary platform t
Slide 4: Investment highlights
Investment highlights Infectious diseases continue to dominate global health threats Competitive advantage underpinned by novel 3baseTM technology Trusted and proven technology with third party validation COVID-19 pandemic creating new opportunities for global expansion Attractive and scalable reven
Slide 5: Significant global problem: infectious diseases continue to dominate the list of global health threats
Significant global problem: infectious diseases continue to dominate the list of global health threats Unprecedented impact of COVID-19 Infectious diseases dominated pandemic in 2020 WHO's List of 2019 Health Threats: Global Influenza pandemic Antimicrobial resistance Ebola and high-threat pathogens
Slide 6: Trusted and proven technology: EasyScreen products built on 3base technology
Trusted and proven technology: EasyScreenTM products built on 3baseTM technology Our Products Transforming molecular diagnostics via streamlined sample processing methods linked to highly multiplexed real-time PCR screening assays. Our automated sample preparation method is suitable for bacterial, p
Slide 7: Competitive advantage: 3base technology creates benefits for multiple key stakeholders
Competitive advantage: Genetic Signatures’ 3baseTM technology creates benefits for multiple key stakeholders qPCR1 detection methodology used, the gold standard for infectious disease diagnosis Rapid time to results, with results processed from 4 hours, for up to 188 specimens Screening for mo
Slide 8: Large addressable market: new regulatory registrations and product launches imminent
Large addressable market: new regulatory registrations and product launches imminent in APAC, EMEA and North America ESBL & STI / Alphavirus Atypical Enteric Respiratory CPO Genital / Flavivirus Meningitis Respiratory Asia Pacific Submissions scheduled for Currently in Currently in EMEA filing this
Slide 9: COVID-19 global pandemic: burden on testing will significantly increase
COVID-19 global pandemic: as countries move towards re- opening, the burden on testing will significantly increase 2 EMEA: • In the UK, 40-50k cumulative deaths are likely to occur by August 2020 with over 100k tests required per day3 • Germany is forecast to see 10k deaths by August and is expectin
Slide 10: COVID-19: a significant near-term opportunity exists
COVID-19: while potential customers have been distracted by the recent outbreak, a significant near-term opportunity exists Introducing the EasyScreenTM SARS-CoV-2 Detection Kit − In January 2020, GSS announced that the EasyScreenTM Respiratory Pathogen targets included an assay for all known corona
Slide 11: Rapid response to COVID-19: progress bringing test kit to international market
Rapid response to COVID-19: Genetic Signatures has made rapid progress in bringing test kit to international market Strongly positioned to test for SARS-CoV-2 EasyScreenTM SARS-CoV-2 Detection Kit update CE-IVD and TGA received – kits can now be Genetic Signatures’ existing sold in Europe and Aust
Slide 12: Growth underpinned by scalable revenue model: attractive unit economics
Growth underpinned by scalable revenue model: attractive unit economics Attractive revenue model Contributing to attractive economics High throughput with predictable orders – Target customers are high throughput pathology groups, hospitals or government run programs 100% customer retention since
Slide 13: Track record of success: year-on-year revenue growth
Track record of success: year-on-year revenue growth with the potential to achieve record revenue in FY20 Key Highlights Revenue (FY17 to Current) 1 Strong revenue growth Achieved 47% core revenue CAGR from FY15-19 1,540 2 1,823 International sales 1,067 Focus on international expansion targeting 69
Slide 14: On track to achieve multiple commercial milestones in 2020
On track to achieve multiple commercial milestones in 2020 that could accelerate revenue growth and international expansion Near term opportunities for − FDA EUA has been submitted for SARS-Cov-2 kit and clearance expected this quarter SARS-CoV-2 − First US customer contract for SARS-CoV-2 product -
Slide 15: Active M&A space: history of consolidation in molecular diagnostics
Active M&A space: a history of consolidation in the molecular diagnostics space with M&A activity expected to continue Date 2020 2018 2018 2018 2017 2016 Target Company (NYSE:QGEN) Private (NASDAQ:CPHD) (Private) (Private) (NYSE:DGX) Acquired by (NYSE:TMO) (NYSE:QGEN) (NYSE:DHR) (ETR:SIE) (NYSE: PKI
Slide 16: Investment highlights
Investment highlights Infectious diseases continue to dominate global health threats: major contributor to global mortality and morbidity dominating WHO’s1 2019 list of health threats and amplified by recent coronavirus outbreak Competitive advantage underpinned by novel 3baseTM technology: resistan
Slide 17: Appendices
Genetic Signatures Transforming Molecular Diagnostics Appendices
Slide 18: Novel proprietary technology: 3base platform underpins the EasyScreen product range
Novel proprietary technology: proprietary 3baseTM platform technology underpins the EasyScreenTM product range Our proprietary 3baseTM solution… …improves workflow and increases throughput 1 3baseTM platform technology converts original EasyScreen™ kits are compatible with 4-base microbial genome to
Slide 19: Board of Directors: proven track records of commercialisation success
Board of Directors: proven track records of commercialisation success across key geographic regions • Significant experience in leading international sales expansions of biotech companies Nick Samaras • Former Managing Director of Applied Biosystems (acquired by ThermoFisher, US$76.8bn market Non-Ex
Slide 20: International management team
International management team: highly skilled researchers and executives bring a broad array of experience and knowledge • One of the pioneers of the bisulphite genomic sequencing protocol with a PhD in Molecular Genetics Dr. Doug Millar • Key inventor on over 30 patents or pending patent applicatio
Slide 21: Contact us
Contact us Dr John Melki Peter Manley Genetic Signatures Genetic Signatures Chief Executive Officer Chief Financial Officer P: +61 (0)2 9870 7580 P: +61 (0)2 9870 7580 E: john.melki@geneticsignatures.com E: peter.manley@geneticsignatures.com Visit us www.geneticsignatures.com Follow us on social med
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