Microba Life Sciences Limited · ASX:MAP
Microba Life Sciences — Investor Presentation (January 2025)
40 slides from Microba Life Sciences's investor presentation, Jan 29, 2025
Slide 1: Q2 FY25 Quarterly Investor Presentation & Webinar
ASX Announcement 29 January 2025 Q2 FY25 Quarterly Investor Presentation & Webinar Microba Life Sciences Limited (ASX: MAP) (“Microba” or the “Company”) is pleased to provide below its Q2 FY25 Investor Presentation and Investor Webinar with CEO Dr Luke Reid presenting. Quarterly Investor Presentatio
Slide 2: At the forefront of microbiome diagnostics & therapeutics
At the forefront of microbiome diagnostics & therapeutics Q2 FY25 Results ASX: MAP 29 JANUARY 2025 Authorised for release by the Board of Directors
Slide 3: Disclaimer
Disclaimer 2 This presentation (Presentation) has been prepared by Microba Life Sciences Limited (Microba). Summary information - This Presentation contains summary information about Microba and its activities which is current only as at the date of release of this Presentation. Microba may in its a
Slide 4: Q2 FY25 Results Financial Highlights
3 Q2 FY25 Results Financial Highlights
Slide 5: Q2 Financial Highlights
Q2 Financial Highlights 4 Significant growth in revenue and cash receipts on PCP Group Q2 Revenue of $4.43m (+ 102% vs PCP) | Q2 Cash Receipts $3.87m (+109% vs PCP) Q2 Revenue Q2 Cash Receipts (A$m) “We continue to see positive (A$m) sales momentum for our testing +102% +109% business led by MetaXpl
Slide 6: Q2 Financial Highlights: Australian Testing Business
Q2 Financial Highlights 5 Australian Testing Business – MetaXplore sales momentum continues to accelerate 2,560 MetaXplore tests sold (+195% vs PCP) | 544 MetaXplore Ordering Clinicians (+105% vs PCP) | 286 MetaPanel tests sold Tests Sold - Australia • Australia: Continued strong sales 5,000 momentu
Slide 7: Q2 Financial Highlights: UK Business
Q2 Financial Highlights 6 UK Business – transitioning to new testing growth phase 32,833 supplements sold (+8% vs PCP) | 1,504 tests sold (-11% vs PCP) | 722 ordering clinicians (-7% vs PCP) Supplement Sales - UK Test Sales - UK • Supplement sales remain 35,000 2,500 robust • Testing business contin
Slide 8: Q2 Financial Highlights
Q2 Financial Highlights 7 Strong Q2 revenue, continued strong sales momentum in Australia, UK growth underway • Strong Q2 revenue, up 102% +102% on PCP, with continuing 6,000,000 MetaXplore adoption and revenue to growth in 5,000,000 Australia. • Record November and strong 4,000,000 December sales m
Slide 9: Q2 FY25 Results Business Highlights
8 Q2 FY25 Results Business Highlights
Slide 10: Recent Milestones & Highlights
Recent Milestones & Highlights 9 TESTING THERAPEUTICS 1) Australia: Continued strong momentum in sales for To realise the value of the Company’s MetaXplore. therapeutic assets, the Company is - 2,560 tests sold, up 195% vs PCP continuing to be active in a range of non- - 544 ordering clinicians, up
Slide 11: Growing MetaXplore sales and clinical adoption in Australia
Growing MetaXplore sales 10 and clinical adoption in Australia • Q2 - 2,560 tests sold, up 195% vs PCP MetaXplore Test Sales Volume MetaXplore All Time Ordering Clinicians 4392 • Q2 - 544 ordering clinicians, up 105% vs PCP 1045 • Underpinned by growth in both ordering clinicians and orders per clin
Slide 12: Growing MetaPanel sales and clinical adoption in Australia
Growing MetaPanel sales 11 and clinical adoption in Australia MetaPanel Test Sales Volume • 236 tests sold in the quarter and 575 since launch. 420 • Surpassed a milestone of +500 MetaPanel tests sold since launch in Q2 FY25 Q2 236 • December sales delivered a record month, January has been a strong
Slide 13: Transitioning to new testing growth phase in the UK
Transitioning to new testing growth phase in the UK 12 The fundamental investment thesis of the Invivo Clinical acquisition was the ability to accelerate Microba’s entry of it’s world leading MetaXplore test into the United Kingdom through an established team and customer base. The UK market demand
Slide 14: Therapeutic Development Programs continue to advance
Therapeutic Development Programs 13 continue to advance Core Discovery • Inflammatory Bowel Disease Program Preclinical Phase 1 Phase 2 Program R&D - Advancing MAP315 to Phase 2. Undisclosed • Immuno-Oncology Program (LBP) IBD - Clinical data and sample set grown to (Ulcerative Colitis) >5,500 patie
Slide 15: Key areas of focus
Key areas of focus 14 Financial Snapshot ASX Code MAP Diagnostics Market capitalisation1 $143m • Australia – continued momentum in Shares on issue 447.85m diagnostic sales growth and clinical adoption 52-week low / high1 $0.145 / $0.325 • United Kingdom – accelerating MetaXplore to Cash Balance (31
Slide 16: Company snapshot
MICROBA 15 Company snapshot
Slide 17: >21,000 Research publications
Unequivocal evidence demonstrates that the human gut 16 microbiome is a critical component of disease >21,000 Research publications demonstrate a clear link between chronic diseases and the gut microbiome1 1 PubMed search terms "gut microbiome/microbiota" or "stool microbiome/microbiota" or "faecal
Slide 18: Changing the microbiome can change disease outcomes
Changing the microbiome can change disease outcomes 17 >150 Global clinical studies demonstrate that microbiome modulation can influence disease outcomes and clinical symptoms1 Infectious Disease Inflammatory Disease Autoimmune Disease Cancer Mental Health Metabolic Disorders Heart Disease Neurodege
Slide 19: Company snapshot
Company snapshot 18 TESTING/ Continuous YoY 2 diagnostic products opening a THERAPEUTICS DIAGNOSTICS revenue growth over new category with an estimated 6 years of operations US $15B global addressable market World-class team Partnerships with market leaders Clinical stage therapeutic incl. Sonic Hea
Slide 20: Microba Diagnostics
MICROBA Microba Diagnostics
Slide 21: Our diagnostics vision
20 Our diagnostics vision: To combat disease through microbiome health
Slide 22: Our diagnostics focus
21 Our diagnostics focus Patients suffering from gastrointestinal disease Gastrointestinal Mental Cardiovascular Oncology Longevity Fertility →
Slide 23: Gastrointestinal Disease
Gastrointestinal Disease 22 Half of patients are not getting a resolution 37,310,000 47% Patients presenting annually in the US with lower GI abdominal symptoms* 21,500,000 53% Pain, bloating, other Resolved Unresolved 15,370,000 Diarrhoea 440,000 IBD % of patients achieving resolution of gastrointe
Slide 24: Addressing the GI symptom challenge
Addressing the GI symptom challenge 23 Microba’s comprehensive diagnostic products First line Gastrointestinal pathogen test Launched March 2024 Diagnosing pathogenic causes Stool DNA test. of GI symptoms 175 targets. Expertly curated clinical recommendations for targeted treatment. Second lin
Slide 25: 52% receiving critical new diagnoses and treatment
Getting answers for patients in need 24 Closing the gap on GI symptom diagnosis and treatment 100% 28% new insights with * 47% 50% ** Unresolved 24% new diagnoses with ** 0% % of patients achieving resolution of gastrointestinal symptoms after 5 years 52% receiving critical new diagnoses and treatme
Slide 26: A multi-billion dollar market opportunity $15B+
A multi-billion dollar market opportunity 25 $15B+ US Total Addressable Market* * Assessment of Medicare claims analysis. Estimated Private and Medicaid numbers extrapolated from Medicare claims analysis completed with Boston based MedTech specialist consultancy Veranex Inc. Assumes minimum revenue
Slide 27: Transforming standard of care
Transforming standard of care 26 A paradigm shift “After the first 4 months using the MetaPanel test, 24% of patients have been diagnosed with a pathogen that would have been undiagnosed or experienced delayed time to diagnosis and resolution. This is a breakthrough in infectious Dr Michael Wehrhahn
Slide 28: Changing lives every day
Changing lives every day 27 “Before completing the MetaXplore test with my practitioner, my health was in MetaXplore constant distress. I looked and felt bloated all the time, to the point of appearing six patient months pregnant. My severe constipation led to bowel movements only every 5-6 days wit
Slide 29: Changing lives every day
Changing lives every day 28 “I have struggled with gastrointestinal symptoms for over half my life. I have MetaXplore tried resolving with many specialists, restrictive eating plans and natural patient therapies. My MetaXplore test this year identified clear problems and a personalised treatment pla
Slide 30: Microba Therapeutics
Microba Therapeutics
Slide 31: Our Therapeutics Vision
30 Our Therapeutics Vision To combat disease through microbiome health 30
Slide 32: Our primary therapeutic focus
31 Our primary therapeutic focus Clinical: Patients suffering from Inflammatory Bowel Disease Gastrointestinal Autoimmune Oncology Allergy Neuro Cardiovascular → 31
Slide 33: Microba is Pioneering an Advanced AI/ML Approach
32 Microba is Pioneering an Advanced AI/ML Approach For the Development of Next Generation Precision Live Biotherapeutics Target Prediction Disease Relevant Activity Disease Donor Prevalence Isolation Human Data Driven Precision AI & Machine Microbiome Health Data Learning Therapeutics Biome Data In
Slide 34: Therapeutic pipeline & catalysts
33 Therapeutic pipeline & catalysts Development Core Program Discovery R&D Preclinical Phase 1 Phase 2 Partners MAP 315 Phase 2 IND submission currently (LBP) being compiled IBD (Ulcerative Colitis) Undisclosed (LBP) Pre-clinical biology Undisclosed Immuno-oncology supporting lead (LBP) candidate se
Slide 35: Recent IBD Transactions
34 Recent IBD Transactions Licensee / Licensor / Total Deal Date Deal Type Stage Upfront Acquiror Target Value July 2024 Acquisition Phase 2 - US$3.2B active June 2024 License Preclinical $150m US$1.7B October 2023 Acquisition Phase 2 - US$7.2B complete October 2023 License Phase 2b $500m US$1.5B ac
Slide 36: Contact
Dr Luke Reid CONTACT Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Brisbane QLD Australia Pasquale Rombola Laboratory Chairman Princess Alexandra Hospital pasquale.rombola@microba.com Woolloongabba QLD Australia
Slide 37: Appendix
MICROBA 6 Appendix
Slide 38: Patient pathway — Advancing the standard of care for GI symptoms
Patient pathway — Advancing the standard of care for GI symptoms 37 Functional microbiome Colonoscopy for formal Targeted antibiotic and or GI disorder diagnosis IBD or CRC diagnosis DGBI treatment /or with personalised New Microba and treatment treatment plan care pathway If positive If positive Ex
Slide 39: Two core business segments driven by a world leading technology
Two core business segments driven by a world leading technology 38 World leading microbiome analysis technology Testing Business Proprietary databank Therapeutics Business Next generation gastrointestinal diagnostics Advanced AI and biostatistics powering a diagnostics and Precision microbiome thera
Slide 40: Microba is developing the 3rd Generation of Microbiome Therapeutics
Microba is developing the 3rd Generation of Microbiome 39 Therapeutics using a human data driven approach 1 First Generation 2 Second Generation 3 Next Generation Faecal Doner Derived & FMT Bacterial Consortia Single Strain & Small Molecule FDA approval Nov 30 2022 Vedanta Biosciences Faecal doner d
Microba Life Sciences — Investor Presentation (January 2025) on 6ix