10x Genomics, Inc. · NASDAQ:TXG
10x Genomics — 41st Annual J.P. Morgan Healthcare Conference (January 2023)
31 slides from 10x Genomics's conference presentation, Jan 9, 2023
Slide 1: Mastering Biology to Advance Human Health
Mastering Biology to Advance Human Health Serge Saxonov CEO and Co-founder 10x Genomics
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements in this presentation and the accompanying oral commentary are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject
Slide 3: 10x Scale and Impact (as of Q3 2022)
10x Scale and Impact (as of Q3 2022) $500M+ 48% 4,250+ 5-year revenue Last 12-month revenue Instruments Sold CAGR 1,200+ 1,700+ 4,100+ Employees Patents / applications Publications Note: Last 12-month revenue, instruments sold, and publications as of September 30, 2022. Employees and patents and app
Slide 4: Century of Biology
Century of Biology 4
Slide 5: Biology Is Immensely Complex
Biology Is Immensely Complex 40 trillion cells in the human body Each cell with its own set of expressed genes Enormous complexity within each cell Interactions of millions of different molecules and molecular machines Cells form tissues, which form organs Each tissue with a large diversity of cells
Slide 6: Mastering Biology Requires High Resolution and Massive Scale
Mastering Biology Requires High Resolution and Massive Scale Genomics-led path to understanding human biology Next phase Initial focus of Genomics Expand to address Focus on DNA all of biology ● Human Genome Project ● Downstream biological experiments ● Genome wide association studies ● Multiomics ●
Slide 7: Resolution and Scale to Resolve the Complexity of Biology
Resolution and Scale to Resolve the Complexity of Biology Conventional gene expression Single cell data for millions of cells t-SNE2 t-SNE2 t-SNE2 t-SNE1 t-SNE1 © 10X GENOMICS, INC. 2023 7
Slide 8: Complete Solutions
Complete Solutions Instruments Instruments Consumables Consumables Software Software 85% recurring revenue On prem Cloud analysis Xenium On Instrument analysis Note: Recurring revenue represents last twelve-month revenue as of September 30, 2022. © 10X GENOMICS, INC. 2023 8
Slide 9: Deep Expertise Across Diverse Disciplines
Deep Expertise Across Diverse Disciplines Hardware Biology Chemistry Data Software © 10X GENOMICS, INC. 2023 9
Slide 10: Innovation Engine
Innovation Engine 25+ Breakthrough products 1,700+ Patents and applications $1B+ Invested in R&D to date 2022 2021 Xenium Platform 2020 Chromium X Visium CytAssist 2019 Series Chromium 2018 Connect Single Cell Gene Next GEM 10x Cloud Expression Flex 2017 Epigenetics Multiome Visium FFPE 2016 Visium
Slide 11: Proven Capability to Drive Early-Stage Acquisitions from Concept to Commercialization
Proven Capability to Drive Early-Stage Acquisitions from Concept to Commercialization 2018 2018 2020 2021 ATAC & Multiome Visium Platform Xenium Platform BEAM 2018 2019 2022 2022 © 10X GENOMICS, INC. 2023 11
Slide 12: Three Platforms to Resolve Biology's Complexity
Three Platforms to Resolve Biology’s Complexity Chromium Single Cell Visium Spatial Xenium In Situ t-SNE2 12
Slide 13: Chromium Single Cell Platform
Chromium Single Cell Platform Market-Defining Platform ● Catalyzed Single Cell revolution ● Broad menu of assays, analytes and applications ● High performance, quality of data and ease of use ● 4,150+ instruments sold ● Extensive ecosystem of customers, data sets, protocols and papers 2015 2018 2019
Slide 14: Recent Product Additions
Chromium Platform Recent Product Additions Nuclei Isolation Kit BEAM (Barcode Enabled Gene Expression Flex Antigen Mapping) 14
Slide 15: Gene Expression Flex: The New Gold Standard
Chromium Platform Gene Expression Flex: The New Gold Standard Leading Superior New-to-world Performance Scale FFPE Compatibility Flex 3’ v3.1 10x’s most sensitive Multiplex up to 128 samples, Opens up vast archives scRNA-seq assay 1M cells per run for single cell analysis © 10X GENOMICS, INC. 2023 1
Slide 16: Key Development Directions
Chromium Platform Key Development Directions Sample breadth Cell and sample scaling Additional analytes and flexibility and multiomics ● Fixation compatibility with ● Toward all-in $0.01 / cell ● Single cell isoform analysis a wider range of analytes and beyond ● Customizable content - snvs, ● End-t
Slide 17: Visium Spatial Platform
Visium Spatial Platform The Leader in Spatial Discovery ● The only platform for unbiased spatial analysis ● Bridges worlds of histology and genomics ● Used in thousands of customer labs ● 440+ publications and pre-prints ● 2x customer datasets than all other methods 100+ 2020 2020 Spatially Resolved
Slide 18: CytAssist Is the Future of Visium
Visium Platform CytAssist Is the Future of Visium First Visium Instrument - Launched in 2022 Expanding CytAssist Capabilities Fresh Frozen Samples Streamlined Logistics Highest Quality Data GeX + Protein Multiomics Broadest Sample Access Protein RNA © 10X GENOMICS, INC. 2023 18
Slide 19: Key Development Directions
Visium Platform Key Development Directions Resolution Tissue and Additional Analytes Sample Scaling and Multiomics 19
Slide 20: Xenium In Situ Analysis Platform
Xenium In Situ Analysis Platform Built to be the In Situ Spatial Biology Leader ● Highly sensitive and specific ● Class-leading speed and throughput ● Customizable, biologically relevant content panels ● Compatible with standard pathology, including H&E ● Easy-to-run workflow with intuitive analysis
Slide 21: Key Development Directions
Xenium Platform Key Development Directions Additional analytes Plex and throughput Software and insights and multiomics ● Panel and customization ● Substantial increases in panel ● Advanced cell segmentation expansion plexy ● Expanded analysis, visualization, ● Beyond GeX: Isoforms, SNPs ● Greater s
Slide 22: Highly Synergistic Platforms Enable Deepest Biological Insights
Highly Synergistic Platforms Enable Deepest Biological Insights Chromium Single Cell Visium Spatial Xenium In Situ t-SNE2 Shared Technologies • Shared Workflows • Shared Software • Complementary Insights 22
Slide 23: We Fuel Discoveries Across Life Sciences
We Fuel Discoveries Across Life Sciences 4,100+ © 10X GENOMICS, INC. 2023 23
Slide 24: All Tissues Are Heterogeneous and Complex
All Tissues Are Heterogeneous and Complex t-SNE2 © 10X GENOMICS, INC. 2022 24
Slide 25: 10x Products Are Transforming Our Understanding of Disease
10x Products Are Transforming Our Understanding of Disease Cancer Autoimmune Neuroscience Other fields >100 diseases © 10X GENOMICS, INC. 2023 25
Slide 26: Replacing the Legacy Toolkit Across Life Sciences
Replacing the Legacy Toolkit Across Life Sciences Resolution- spatial & cellular insights IF & ISH Flow cytometry IHC High High content imaging & cell based assays PCR/qPCR Low ELISAs Western Bulk Next Gen blots Sequencing Low High Scale of measurements - plexy, number of analytes © 10X GENOMICS, IN
Slide 27: Revolutionizing How Researchers Address Biological Questions
Revolutionizing How Researchers Address Biological Questions $5B $7B $2B $2B Cellular & $16B Genetic molecular Atlassing Translational mechanisms biology Identify cellular & Determine role of Understand functions of Apply biological molecular building genetics in biological specific gene, protein or
Slide 28: Broad Commercial Reach
Broad Commercial Reach Leveraging our Foundation… ~460 170+ 150+ Commercial Commissionable Field and technical employees salesforce support specialists … to Deliver Strong Growth Nurture current Leverage academic Drive cross-platform customers and expand success into synergies the ecosystem pharma g
Slide 29: Virtuous Cycle of Innovation
Virtuous Cycle of Innovation Customer Deep customer success relationships Superior economics Differentiated products in important markets Innovation Amazing Exciting talent technologies & powerful mission © 10X GENOMICS, INC. 2023 29
Slide 30: Key Takeaways
Key Takeaways 10x is built with a long-term mission and ambition to take on biology’s 1 most important challenges and advance human health 2 Our innovation engine is a fundamental differentiator 3 We are in the very early stages of realizing massive market opportunities 10x is an established leader
Slide 31: Thank you
v4 10> GENOMICS Thank you
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