Abcellera Biologics Inc. · NASDAQ:ABCL

Abcellera Biologics — J.P. Morgan Healthcare Conference 2023

19 slides from Abcellera Biologics's conference presentation, Jan 11, 2023

  1. Slide 1: Corporate Overview

    CORPORATE OVERVIEW COPYRIGHT © ABCELLERA JP Morgan Healthcare Conference 2023

  2. Slide 2: Disclaimer

    DISCLAIMER This presentation contains forward-looking statements, including These statements involve risks, uncertainties and other factors that may statements made pursuant to the safe harbor provisions of the Private cause actual results, levels of activity, performance, or achievements to be Secu

  3. Slide 3: AbCellera is an antibody discovery engine

    AbCellera is an antibody discovery engine that delivers optimal clinical candidates to the clinic – and to patients – with greater precision and speed. CORPORATE OVERVIEW HYPOTHESIS Investments in technology can improve the productivity of drug development. PHILOSOPHY Long-term value creation begins

  4. Slide 4: Drug development has three steps

    DRUG DEVELOPMENT HAS THREE STEPS. CORPORATE OVERVIEW Target Drug Clinical Identification Discovery Development regulations, technology, science, manufacturing, lab space, talent COPYRIGHT © ABCELLERA 4

  5. Slide 5: Technology can make a big impact on product creation

    TECHNOLOGY CAN MAKE A Peak sales BIG IMPACT ON PRODUCT CREATION. ~$1B Illustrative drug development investment profile: CORPORATE OVERVIEW PoS: >5% Technology intensive COPYRIGHT © ABCELLERA Years since 1y 2y 3y 4y 5y 6y 7y 8y 9y 10y 11y 12y 13y 14y 15y 16y 17y 18y 19y 20y 21y program start Stage of

  6. Slide 6: Strategy #1 and Strategy #2

    STRATEGY #1 Be best in world in antibody therapeutics CORPORATE OVERVIEW from target to the clinic. STRATEGY #2 Build a large and diversified portfolio of stakes in future antibody therapeutics. COPYRIGHT © ABCELLERA 6

  7. Slide 7: Strategy #1: Be best in world in antibody therapeutics

    STRATEGY #1 Be best in world in antibody therapeutics from target to the clinic. CORPORATE OVERVIEW TECHNOLOGY INFRASTRUCTURE from TARGET THE ENGINE to PATIENTS DATA SCIENCE INTEGRATION 2x faster solve the unsolvable COPYRIGHT © ABCELLERA highest quality EXPERTS unprecedented scale 7

  8. Slide 8: Speed: Best-in-world capabilities create value

    SPEED $100M + Billions NPV sales, profit, value by accelerating approval of an by being average antibody drug by 1 year first to market CORPORATE OVERVIEW NEW MARKETS LEVEL THE PLAYING FIELD $100B+ $50M + new market opportunities small biotech savings unlocked by drugging from not having to the undr

  9. Slide 9: Strategy #2: Build a large, diverse portfolio of stakes

    STRATEGY #2 Build a large, diverse portfolio of stakes in future antibody therapies. CORPORATE OVERVIEW PARTNER-INITIATED PROGRAMS TECHNOLOGY-DEVELOPMENT Discovery Co-Development Pre-Partnered Programs Programs Programs COPYRIGHT © ABCELLERA 9

  10. Slide 10: Partner-Initiated Programs: Discovery Programs

    PARTNER-INITIATED PROGRAMS Discovery Programs CORPORATE OVERVIEW TARGET Partner-initiated DEAL TERMS High volume deals with • Upfronts and research fees • Clinical milestones highly diversified • Single-digit royalties on net sales positions and high ROI. COPYRIGHT © ABCELLERA 10

  11. Slide 11: Partner-Initiated Programs: Co-Development Programs

    PARTNER-INITIATED PROGRAMS Co-Development Programs CORPORATE OVERVIEW TARGET Partner-initiated DEAL TERMS • Upfronts, clinical milestones, and royalty position Low volume deals • PLUS option to co-invest in program development to maintain with optionality for concentrated positions. COPYRIGHT © ABCE

  12. Slide 12: Technology-Development: Pre-Partnered Programs

    TECHNOLOGY-DEVELOPMENT Pre-Partnered Programs Untapped market T-Cell opportunity in an area with Engagers a high technical barrier to CORPORATE OVERVIEW Platform entry and a rich target space that includes many targets. High-value, well-validated GPCRs & targets that have been Ion Channels intractab

  13. Slide 13: Pre-Partnered Programs: Pandemic Response

    PRE-PARTNERED PROGRAMS: PANDEMIC RESPONSE bamlanivimab FIRST PRE-PARTNERED PROGRAM IN COVID-19 RESULTED IN TREATMENTS CORPORATE OVERVIEW bebtelovimab FOR ~2.5M PATIENTS Together with our partner, Lilly, new candidate AbCellera co-developed two antibody treatments authorized by the US FDA to treat CO

  14. Slide 14: Portfolio diversified across modalities, partner size, and deal type

    PORTFOLIO DIVERSIFIED ACROSS MODALITIES, PARTNER SIZE, AND DEAL TYPE. CORPORATE OVERVIEW 84 partner-initiated 7 partner-initiated 15 pre-partnered program discovery co-development targets initiated (GPCR, programs programs ion channels and TCE) 38 7 2 COPYRIGHT © ABCELLERA partners molecules in auth

  15. Slide 15: Years building the engine

    10 YEARS BUILDING THE ENGINE. capitalization investments financials ~$800M ~500 ~$860M CORPORATE OVERVIEW in equity raised since 2012 employees across in cash, cash equivalents 4 countries and 3 continents & marketable securities $150M+ in government contracts 640K + sq.ft. of facilities $450M in ac

  16. Slide 16: AbCellera's capital allocation

    2 TECHNOLOGY P R E - PA RT N E R E D P R O G R A M S P E O P L E & P L AT F O R M & COMPANY 3 BUILDING CORPORATE OVERVIEW 1 PARTNERING 3 PA RT N E R E D P R O G R A M S COPYRIGHT © ABCELLERA AbCellera’s capital allocation 16

  17. Slide 17: Technology Infrastructure: AbCellera's competitive moat

    TECHNOLOGY INFRASTRUCTURE THE ENGINE CORPORATE OVERVIEW IT’S BECAUSE DATA SCIENCE INTEGRATION IT’S HARD THAT EXPERTS IT’S VALUABLE & IT’S DEFENSIBLE. COPYRIGHT © ABCELLERA AbCellera’s competitive moat 17

  18. Slide 18: From target to drug

    CORPORATE OVERVIEW This is what’s needed to solve the problem. FROM TARGET TO DRUG COPYRIGHT © ABCELLERA 18

  19. Slide 19: Thank You

    COPYRIGHT © ABCELLERA 19 CORPORATE OVERVIEW THANK YOU

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