Genetic Technologies Limited · ASX:GTG
Genetic Technologies — Investor Presentation (April 2005)
30 slides from Genetic Technologies's investor presentation, Apr 4, 2005
Slide 1: Delivering the benefits of the genetic revolution
we Delivering the benefits of the genetic revolution
Slide 2: Genetic Technologies Limited (GTG)
genetic technologies f Genetic Technologies Limited (GTG) * Is an Australian life sciences company specialising in the field of genetics and genomics. * Founded as GeneType in 1989 on ground breaking research in the field of non-coding or “junk” DNA. * Research resulted in GTG patenting “gateway” ge
Slide 3: The Increasing Role of Genomics
genetic technologies - The Increasing Role of Genomics *« Genomics - the study of genes and their function. + Genetics - “diagnostics of the future.” *« The human genome contains over 30,000 genes, the function of just 10% are currently known. *« Genomic R&D activity increasing due to: — Completion
Slide 4: GTG and the future of Genomics
genetic technologies f GTG and the future of Genomics * The function of genes is determined by coding and non-coding DNA. + GTG holds worldwide patents over methods of examining non-coding DNA which is linked to the function and analysis of coding DNA. + These patents provide a gateway to both ident
Slide 5: GTG - Business Units
genetic technologies - GTG - Business Units « Licensing * Genetic Testing * Research and Development
Slide 6: Licensing
genetic technologies “ Licensing *« GTG's patents have significant strategic and commercial value as the scientific community continues to discover the functions of all genes in the genomes of multi cellular species. * To date, GTG has signed of 24 licenses with total cash value of over A$35m includ
Slide 7: Licensing Activity
genetic technologies / 616 Licensing Activity EZZ23) Licenses Signed @ Average Value Excludes Research Licenses and Value of IP acquired by GTG
Slide 8: Licensing Process
genetic technologies ' Licensing Process * In-house team identifies potential targets. — Current database has over identified 2,000 leads. — 400 “significant targets” * Targets selected — Strategically identified by size, market influence, competitor analysis and synergistic value to GTG. + Resource
Slide 9: Licensing Market
genetic technologies ff Licensing Market Revenue Nominal upfront license fee Targets Research Institutes Public Hospitals Strategic Value Build credibility Provide intelligence Access to and commercialisation of their IP Small Build credibility Upfront fee (<$1,000,000) Provide intelligence Limited
Slide 10: Licensees
genetic technologies ' Licensees Licensee Country Year Genetic Solutions Pty Limited Australia Nov-0O1 Sequenom Inc USA Apr-02 Nanogen inc ust Apr-O2 Perlegen Sciences, inc USK Aug-O2 Myriad Genetics, Inc USA Oct-02 Biotage AB (formerly Pyrosequencing AB) Sweden Mar-O3 Association of Regional and Un
Slide 11: Licensing Activity
genetic technologies | Licensing Activity ea Europe USA and Canada 2 Licenses 14 Licenses 8 Licenses y
Slide 12: Licensing — Legal Update
i Licensing — Legal Update genetic technologies « Applera Major US biotech with strategic market position (US$6bn market cap). Major success for GTG at the Markman hearing in Sept 04. Only 2 to 3% of cases in the US go to trial post Markman. Recent Court Mediation failed to reach settlement but part
Slide 13: Genetic Testing
genetic technologies ~ Genetic Testing + GTG is Australia’s largest independent DNA testing laboratory performing genetic tests across humans, animals and plants. + Profitability and market share driven by ongoing development of a cost efficient, high speed/high throughput laboratory where similar p
Slide 14: Genetic Testing
genetic technologies ~ Genetic Testing Paternity Diagnostics Forensics Sports Performance Animals Plants Genetic Testing De 4 wnat GTG Laboratory Intellectual Property GTG R&D Licensees
Slide 15: Diagnostics
genetic technologies 7 Diagnostics * Cancer — Through an alliance with Myriad Genetics Inc, GTG is the only private provider in Australia and New Zealand licensed to offer genetic susceptibility testing using their suite of gene patents for: * Breast Cancer; * Ovarian Cancer; and * Colorectal Cancer
Slide 16: Forensics
genetic technologies ’ Forensics « GTG'’s is Australia’s only accredited private forensics laboratory. * Public funded forensic DNA analysis laboratories have major backlog problems. « GTG in discussions with state police forces and governments to have them outsource forensic DNA testing. — Queensla
Slide 17: Lab delays prompt judge to throw out court cases
genetic technologies Lab delays prompt judge to throw out court cases Joel Dultroy, Greg Stolz ‘and Rosemary Odgers: TWO accused drug offenders had their charges thrown out of court after a magistrate ruled the embattled John ‘Tonge Centre had taken too long to carry out scientific tests on evidence
Slide 18: Sports Gene Test (ACTN3)
genetic technologies f Sports Gene Test™ (“ACTN3”™) * Genetic test indicative of endurance vs. sprint predisposition. + GTG holds worldwide rights to “ACTN3” sports gene test. ¢ Pilot marketing commenced late 2004 to determine market acceptance and size. * ESPN coverage in early 2005. * Marketing an
Slide 19: Animal Genetic Testing
1. genetic technologies ~ Animal Genetic Testing + Paternity/pedigree — Stud programs — Commercial breeding — Breed authentication + Disease susceptibility * Trait identification
Slide 20: Animal Testing
~ Animal Testing Animal Dogs Sheep Cattle Horses genetic technologies Opportunity Mandatory proof of pedigree Disease susceptibility Proof of pedigree Herd Improvement Proof of pedigree Progress Alliance with ANKC Greyhounds Australasia CYO Project (Hip Dysplasia) Trial with major merino breeders (A
Slide 21: Research
’ Research genetic technologies Five major research projects each with significant value: RareCellect® (Prenatal screening) Pathogen Genetics and Genomics Program - PGGP (Livestock parasites) ImmunAid (Immune system monitoring for treatment of HIV and now also cancer) CY O’Connor ERADE (Schizophreni
Slide 22: RareCellect
genetic technologies / RareCellect ® * Detects and isolates foetal cells in maternal blood. + Foetal cells used for prenatal diagnostics (Downs syndrome etc). * Eliminates intrusive and risky screening procedures. * GTG has worldwide patent on technology. * Technology proven in the laboratory. * Mul
Slide 23: Foetal Cell
Foetal Cell genetic technologies . @ Male Foetal Cell in Maternal Blood
Slide 24: PGGP
genetic technologies ” pGGP Traditional Traditionally the host is medicated to destroy the PGGP delivers a compound to the parasite parasite. Side effects to host, consumers of the making it sterile. The host is unaffected. host and the environment.
Slide 25: ImmunAid
genetic technologies | ImmunAid Immune Cycle Time * — Identifying DNA markers to map immune system response to disease and timing treatments at defined point of immune cycle. + HIV and cancer trials underway.
Slide 26: Financials
genetic technologies ’ Financials ¢ 6 months ended December 2004 — EBITDA of $130,246 — Cash on hand of $10.8m — Net assets of $32.7m * In March 2005 received $9.8m on exercise of vendor options. Cash position now $18.5m with potentially a further $2.1m before April 2005 expiry date. * Current Marke
Slide 27: NASDAQ Listing
genetic technologies ~ NASDAQ Listing * Level 1 ADR’s currently trading “over the counter” (Code: GNTLY). + Program sponsored by Bank of New York. * Application for admission of ADR's to Small Cap NASDAQ (Level 2) proceeding. * Soon to commence marketing campaign to market makers. * NASDAQ will prov
Slide 28: The Board
genetic technologies f The Board Dr Mervyn Jacobson - Executive Chairman Co-founder of GTG. Fred Bart - Deputy Chairman and Non Executive Director Substantial shareholder, Professor Deon Venter - Non Executive Director Overseeing the development and operation of genetic testing program. Robert Edge
Slide 29: The Senior Management Team
genetic technologies | The Senior Management Team Dr Adrian Hodgson - Director of Science and Chief Operating Officer Tom Howitt - Chief Financial Officer Geoff Newing - Corporate Development and Investor Relations lan Christensen ~ Manager Licensing Sue Lang ~ Media Relations Total Staff Employed 4
Slide 30: Summary
genetic technologies i Summary *« Genomics is reshaping life sciences and medicine. * GTG owns globally patented methods and processes to analyse non-coding DNA, Critical in identifying the function and form of genes. « Licenses granted to multi billion dollar US biotechs with others under negotiati
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