Microba Life Sciences Limited · ASX:MAP

Microba Life Sciences — Q3 2023 Earnings Presentation

25 slides from Microba Life Sciences's earnings presentation, Apr 19, 2023

  1. Slide 1: Transforming health through the human microbiome

    or personal use only Transforming health through the human microbiome 20 April 2023 | Authorised for release by the CEO & Chairman

  2. Slide 2: Disclaimer

    Disclaimer 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 abs

  3. Slide 3: Two core business segments driven by a proprietary databank

    Two core business segments driven by a proprietary databank or personal use only Services Databank Therapeutics Proprietary databank Data Insights Health Data Customer Novel Testing Biome Data Therapies Microba provides testing Data-driven therapeutics and data analysis for a fee Driving discovery o

  4. Slide 4: Company Snapshot

    Company Snapshot or personal use only Continuous YoY Partnerships with market leaders Large, unique, proprietary revenue growth over incl. Sonic Healthcare (ASX: SHL), microbiome databank 5 years of operations Ginkgo Bioworks (NYSE: DNA), SYNLAB (GR:SYAB) + more 3 key therapeutic programs World-lead

  5. Slide 5: Recent Milestones

    Recent Milestones or personal use only EXPANSION INTO 6 NEW COUNTRIES NEXT GEN HEALTHCARE TESTING LAUNCHED Signed and operational in Poland, Hungary, Romania, New MetaXplore™ test range launched to healthcare Croatia, Türkiye and Czech Republic professionals with strong initial uptake ETHICS APPOVAL

  6. Slide 6: Microbiome Services

    or personal use only Microbiome Services Driving global revenues and data growth 6

  7. Slide 7: Q3 Financial Highlights – Strong growth in Personal Testing revenue

    Q3 Financial Highlights – Strong growth in Personal Testing revenue or personal use only Q3 FY23 Revenue versus pcp* FY23 YTD Revenue versus pcp* (A$m) (A$m) Growth rate Growth rate versus pcp versus pcp 3.16 1.01 61% 2.83 12% 1.79 16% 0.63 0.61 48% 1.54 0.41 1.28 1.37 6% 0.40 86% 0.21 Q3 FY22 Q3 FY

  8. Slide 8: Microba's leading international bench of healthcare partners

    Microba’s leading international bench of healthcare partners or personal use only $9.3bn Revenue $5.8bn Revenue Partnership: UK, Germany, Leading GI Diagnostics in US Raised USD $800m Partnership: Europe Belgium, Australia, US, Partnership: US Partnership: GCC Region & LATAM NZ & Switzerland Microba

  9. Slide 9: Significant international distribution expansion for Microba's testing services

    Significant international distribution expansion for Microba’s testing services or personal use only Leading bench of healthcare partners provides access into 35 countries with 13 now operational Contracted partner/s operational Access to this country through existing distribution partner network 9

  10. Slide 10: Strong growth in operational countries

    Strong growth in operational countries # Distributors # Countries Operational or personal use only FY23 operational Launch & Early Major Market Further Country country target COVID-19 Period now exceeded Adopters Partnerships Expansion 18 Operational 16 countries up from 4 to 13 14 year to date. 12

  11. Slide 11: Global growth driven through Microba's distribution partner network

    Global growth driven through Microba’s distribution partner network or personal use only Executing to progressively move Partner Success Program Stages partners through Microba’s partner success program to Stage 1 Stage 2 Stage 3 Stage 4 provide Microba- Planning & Operationalisation Sales & Marketi

  12. Slide 12: Next Generation microbiome testing product range launched in Australia

    Next Generation microbiome testing product range launched in Australia to healthcare professionals or personal use only Large addressable market >30% of the population suffer from a disorder of gut‐brain interaction (DGBI) related to the bowel1 >20% of the population is estimated to suffer from a ch

  13. Slide 13: Positive uptake of new MetaXplore healthcare test

    Positive uptake of new MetaXplore™ healthcare test with Australian healthcare professionals or personal use only In the first 7 weeks following launch: Over 300 healthcare professionals from across Australia registered for referral access Initial patient referral and sales volumes have exceeded inte

  14. Slide 14: Microbiome Therapeutics

    or personal use only Microbiome Therapeutics Developing novel monoclonal microbial cell therapies 14

  15. Slide 15: A therapeutic revolution. Novel, precision microbiome therapeutics

    A therapeutic revolution. Novel, precision microbiome therapeutics or personal use only Precision Microbiome Therapeutics Innovative Pipeline  Precision microbiome analysis platform delivering  Excellent safety profile unparalleled accuracy, coverage & depth.  Scalable GMP manufacturing for high

  16. Slide 16: Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies

    Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies or personal use only Monoclonal Population Identify AI & Advanced Disease microbial testing groups Biostatistics Models drug lead Healthy Orally administered, healthy Disease human donor derived, monoclo

  17. Slide 17: Rapid progress tapping the therapeutic potential of the human microbiome

    Rapid progress tapping the therapeutic potential of the human microbiome for major chronic diseases or personal use only Inflammatory Bowel Disease Cancer Immunotherapy Autoimmune Diseases PROGRESSING TO PHASE I PRECLINICAL SCREENING Recently Completed Recently Completed Recently Completed  Manufac

  18. Slide 18: Inflammatory Bowel Disease program – MAP 315

    Inflammatory Bowel Disease program – MAP 315 Addressing a key gap in existing therapy for UC sufferers or personal use only Ulcerative Colitis Addressable Ulcerative Colitis Therapeutic Patient Population1 Global Market Size2 MAP 315 has the potential to (% of total) Mild Moderate Severe ($USD Billi

  19. Slide 19: Immuno-oncology program – Positive first animal data

    Immuno-oncology program – Positive first animal data for Cancer Program or personal use only Positive animal efficacy data has been generated for Microba’s immuno-oncology therapeutic leads. A significant reduction in tumour size was observed in combination with immune checkpoint inhibitor (ICI) tre

  20. Slide 20: Autoimmune disease program - Positive first in vitro results

    Autoimmune disease program - Positive first in vitro results or personal use only Positive first results building towards biobank of valuable therapeutic assets  Novel high-throughput anaerobic cultivation and screening NYSE: DNA | Market cap $2.5B* | Boston HQ platform has been established in part

  21. Slide 21: The start of a therapeutic revolution

    The start of a therapeutic revolution or personal use only APPROVED 30 Nov 2022 Faecal donor derived enema drug product RECENT FDA APPROVAL HAS CLEARED THE PATH TO MARKET 26 April PDUFA date for FOR LIVE MICROBIOME DRUGS, anticipated FDA approval Faecal donor derived oral A NEW MODALITY. capsule dru

  22. Slide 22: Some recent IBD and microbiome deals

    Some recent IBD and microbiome deals Licensee / Licensor / Indication / clinical Date Type Deal size Acquiror Target stage or personal use only Apr 2023 Acquisition Total deal size: US$10.8b Ulcerative Colitis (phase 2) (pending) Crohn’s disease (phase 2A) Autoimmune diseases (phase I or pre clinica

  23. Slide 23: Outlook

    or personal use only Outlook 23

  24. Slide 24: Upcoming Milestones for 2023

    Upcoming Milestones for 2023 2023 2023 2023 or personal use only JAN – MAR APR - JUN JUL - DEC Services Services Services New healthcare product full launch New international distribution deals New country expansion Services Therapeutics - IBD MAP 315 program Services New international distribution

  25. Slide 25: Contact

    Contact or personal use only Dr Luke Reid Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Brisbane QLD Australia Pasquale Rombola Laboratory Princess Alexandra Hospital Chairman Woolloongabba QLD Australia pasquale.rombola@microba.com

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