Orasure Technologies, Inc. · NASDAQ:OSUR
Orasure Technologies — JPMorgan Health Care Conference 2019
21 slides from Orasure Technologies's conference presentation, Jan 4, 2019
Slide 1: OraSure Technologies JPMorgan Health Care Conference
OraSure Technologies JPMorgan Health Care Conference January 10, 2019 Exhibit 99.3
Slide 2: Forward-Looking Statements
CONFIDENTIAL Forward-Looking Statements These slides and the associated presentation contain certain forward-looking statements, including statements with respect to revenues, earnings, technology, new products, product performance, markets, clinical development, regulatory filings and approvals, an
Slide 3: Investment Rationale
Investment Rationale Industry leader in DNA/RNA sample self-collection, stabilization and preparation products and rapid point-of-care infectious disease testing. Multiple growth drivers, many in early stages of uptake and market growth: Leadership position in molecular sample collection/stabilizati
Slide 4: Strategic Growth Pillars
Strategic Growth Pillars CONFIDENTIAL
Slide 5: History of Developing Infectious Disease Solutions
History of Developing Infectious Disease Solutions CONFIDENTIAL Proven and reliable lateral flow platform Rapid testing is vital to maximize linkage to care for infected patients Ideal solution for low resource settings 2004 2010 2002 2012 2015 2016 2018 Lateral Flow Platform
Slide 6: HIV Self-Test
HIV Self-Test Global Health Problem: 36.9M living with HIV Estimated that only 75% of people with HIV know their status Majority of undiagnosed have limited or no access to health services Opportunity/Drivers: Gates Foundation charitable support agreement for international HIV self testing breaks do
Slide 7: HIV Self Test Market Opportunity
HIV Self Test Market Opportunity Leaders in Global HIV Testing OraQuick HIV Self Test Growth Self-test interest ranging from smaller pilot programs to higher volume screening programs in over 40 countries Global HIV self test volumes are expected to grow to an estimated 16M by the end of 2020 – UNIT
Slide 8: Hepatitis C
Hepatitis C Global Health Problem: Globally, an estimated 71M people have chronic Hepatitis C infection Approximately 399,000 people die each year from HCV An estimated 3.5M people in the US have chronic HCV with an estimated 41,200 new infections in 2016 The majority of HCV infections remain undiag
Slide 9: Molecular – A History of Innovation
2004 2011 2005 2008 2014 2016 2018 600 series Molecular – A History of Innovation CONFIDENTIAL All-in-one, easy, reliable and non-invasive collection High quality DNA and RNA Ambient temperature stability Compatible with high throughput automation Strong IP Strong revenue growth Note: DX products ar
Slide 10: Building blocks for better informed health and wellness
Building blocks for better informed health and wellness End-to-end quality in sampling, services, and bioinformatics S A M P L E S URINE BLOOD GUT ORAL OTHER SKIN Informing Health, Wellness, Infectious Disease, Chronic Disease, and Cancer VAGINAL Multiomics Paving the Way to the New Health Paradigm
Slide 11: Improving the Method of Sample Collection
Improving the Method of Sample Collection Anytime, anywhere, anyone sampling All-in-one, easy, reliable and non-invasive assisted and self-collection CONFIDENTIAL Growth coming from existing customers and increased demand from emerging genetic testing offerings and large studies The only FDA 510(k)
Slide 12: Key Enabler for Personal Genomics
Key Enabler for Personal Genomics November 2017 – Announced multi-year $143M supply agreement for OrageneŸDx to a leading consumer genomics customer, with minimum annual purchase requirements. CONFIDENTIAL DNA Genotek “has done for DNA collection what Google did for Web searches: made it ridiculousl
Slide 13: Molecular Revenue Growth
Molecular Revenue Growth CONFIDENTIAL
Slide 14: Microbiome Impact to Healthcare
Microbiome Impact to Healthcare The microbiome is believed to influence many diseases and biological processes Gastrointestinal diseases, Type 1&2 Diabetes, skin conditions, the urinary tract, women’s health and neonatal health It provides a means of intercepting disease and personalizing treatments
Slide 15: Establishing the New "Gold Standard"
Establishing the New “Gold Standard” CONFIDENTIAL “Stabilization of biological samples is crucial for accurate analysis of microbiome data …… provides a robust, reproducible workflow that enables standardized global collection, storage, and analysis of stool for microbiome studies” “…“The Biobank fo
Slide 16: From sample to solution: Multiomics end-to-end solutions
Research Diagnostic Direct-to-Consumer Pharma Curiosity Market Opportunities Informing Health, Wellness, Infectious Disease, Chronic Disease, and Cancer High Quality Lab Services From sample to solution: Tools & Services to transform optimal data into health insights Sample Extract & Process Analyze
Slide 17: Business Development Strategy
Business Development Strategy CONFIDENTIAL Strong cash position with no debt Enhance the Company’s long-term growth and profitability profile Provide attractive returns for our stockholders going forward Identify opportunities to license technology or acquire products or companies that complement or
Slide 18: Strategic Rationale: Colli-Pee (Novosanis) Acquisition
Strategic Rationale: Colli-Pee technology serves high-growth markets including liquid biopsy and STI diagnostics where OraSure can leverage its existing intellectual property, and brand and market expertise to deliver even more value to existing, and new, Molecular customers Privately held, Belgium-
Slide 19: CoreBiome Acquisition
CoreBiome leverages OraSure’s leadership position in microbiome sample collection with end-to-end laboratory services that include sample processing, sequencing, and bioinformatics Sample Extract & Process Analyze Data Action Results Powering systems biology services with CoreBiome Strategic rationa
Slide 20: Key Takeaways
Key Takeaways Significant growth opportunities exist in – consumer genomics, microbiome and systems biology, eradication programs for HIV and HCV. We will leverage our experience in tools, services and diagnostics: Core saliva genomics business remains central to our overall molecular strategy, and
Slide 21: Summary
Summary Novosanis and CoreBiome acquisitions are initial results for Business Development strategy Innovation-focused corporate growth strategy Early stages of several revenue growth drivers Growing and diversified product portfolio Robust manufacturing capacity for lead products Strong capital stru
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