Natera, Inc. · NASDAQ:NTRA
Natera — 41st Annual J.P. Morgan Healthcare Conference (January 2023)
23 slides from Natera's conference presentation, Jan 10, 2023
Slide 1: Natera, Inc. Investor presentation
Natera, Inc. Investor presentation JPMorgan Healthcare Conference January 10, 2023
Slide 2: Safe harbor statement
Safe harbor statement This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, including statements regarding our market opportunity, our p
Slide 3: A leader in cell-free DNA technology
A leader in cell-free DNA technology 2013 2020 Panorama NIPT launch • A leader in published data across cell-free ONCOLOGY DNA applications • Patent portfolio WOMEN’S HEALTH of 250+ including 100+ issued ORGAN HEALTH 3 Not for reproduction or further distribution.
Slide 4: Rapid innovation and growth
Rapid innovation and growth 2009 2023 Women’s Health Oncology ECD Early cancer detection Organ Health Kidney Heart Lung 4 Not for reproduction or further distribution.
Slide 5: Driven by real world data
Driven by real world data A leader in published data across cell-free DNA applications 77 39 24 Women’s Health Oncology Organ Health peer-reviewed peer-reviewed peer-reviewed publications publications publications >1.3M patients studied 5 Not for reproduction or further distribution.
Slide 6: Significant progress in 2022
Significant progress in 2022 • Processed >2.0M total tests (YOY growth of over 30% growth). Performed >190K oncology tests (an increase of ~150% YOY). • Strong oncology momentum, with >25% of oncologists ordering Signatera in Q4 22; 39 published peer-reviewed studies for Signatera to-date. • Secured
Slide 7: Strong volume growth at scale in 2022
Strong volume growth at scale in 2022 Total processed units (K) >2.0M ~31% 1.6M 53% 28% 1.0M 20% 0.8M 30% 0.7M 0.5M 2017 2018 2019 2020 2021 2022 7 Not for reproduction or further distribution.
Slide 8: Oncology – robust volume growth and commercial traction
Oncology – robust volume growth and commercial traction Signatera and Altera • >25% of US oncologists Annual Unit Volumes have ordered Signatera in Q4 22 with continued >190K growth in new accounts • Growth driven by both new patients and serial testing • Increase in utilization 76K beyond CRC, ahea
Slide 9: Prevalence in early pregnancy
22q prevalence vs. ACOG-recommended conditions 120 High clinical utility for 22q screening: Prevalence in early pregnancy 100 • One of the leading causes of congenital heart defects in the general (cases per 100,000) 80 population 1:1,524 60 • Helps to avoid post-natal diagnostic odyssey – average 4
Slide 10: Microdeletion guideline update by ACMG
Microdeletion guideline update by ACMG SMART publication1 ACMG guideline update – 22q11.2 syndrome2 Only 22q test validated in real-world, multi-site prospective study: Key results • Robust validation with confirmed outcomes in >18,000 patients 22q results exceeded expectations: • High incidence 1/1
Slide 11: Transplant: significant opportunity to help patients
Transplant: significant opportunity to help patients Transplant test TAM (per year) CKD genetics test TAM ~1.2M 37M patients1 Heart, lung, other Kidney 10-15% penetration <1% penetration Total Current Total Current 1. Centers for Disease Control and Prevention: Chronic Kidney Disease in the United S
Slide 12: Updated ISHLT guideline for heart transplant includes the use of dd-cfDNA for surveillance
Updated ISHLT guideline for heart transplant includes the use of dd-cfDNA for surveillance A Updated ISHLT Heart Transplant Guidelines1 • Recent guideline update by ISHLT includes the use of donor-derived cfDNA (dd-cfDNA) testing for surveillance of heart transplant recipients. • ISHLT includes dd-c
Slide 13: Organ Health 2023 key data readouts
Organ Health 2023 key data readouts DTRT Study RenaCARE Study for Prospera Heart for Renasight • NIH-supported, fully-enrolled, prospective, • Real-world, prospective, multi-center multi-center study with >150 heart transplant study to assess clinical utility of the Renasight recipients followed up
Slide 14: Signatera utility in resectable Stage II-IV CRC
Signatera utility in resectable Stage II-IV CRC Estimated opportunity > 1M tests per year Adjuvant treatment Recurrence decision monitoring Most patients are cured by surgery alone Over 85% of relapses caught too late for curative intervention1,2 Use Signatera after surgery to inform the need for ad
Slide 15: Signatera validated to inform treatment decisions in CRC
Signatera validated to inform treatment decisions in CRC Prognostic data Predictive data Circulate Japan ASCO GI 221 • Signatera-positive post surgery: benefit significantly from adjuvant chemo 12M-DFS for MRD-positives 55.5% (HR 8.8-9.4 in high-risk Stage II or III)1 • Signatera-negative post surge
Slide 16: Consistent MRD results validated across multiple tumor types
Consistent MRD results validated across multiple tumor types JAMA ONCOLOGY CLINICAL CANCER RESEARCH NATURE JOURNAL OF CLINICAL ONCOLOGY ,5 Colon1 Breast2 Lung3 Bladder4 1.00 1.00 1.00 1.00 Recurrence-free survival Recurrence-free survival Recurrence-free survival Recurrence-free survival ctDNA negat
Slide 17: Building evidence for Signatera clinical validity and utility
Building evidence for Signatera clinical validity and utility Cumulative growth of Signatera Signatera published indications peer-reviewed publications CRC Melanoma 39 Breast Multiple Myeloma Pan-cancer Gastrointestinal 22 Bladder Head & Neck Lung Pancreatic 7 4 1 1 Esophageal Ovarian 2017 2018 2019
Slide 18: Signatera pan-cancer clinical pipeline
Signatera pan-cancer clinical pipeline Anticipated near term publications Longer term definitive trials Plasma Indication Description Patients time points Phase III CIRCULATE Phase III CIRCULATE Japan (CRC) US (CRC) Gastroesophageal1 Multi center 295 943 Anal2 Multi center 251 817 Phase III CDx Phas
Slide 19: Proven success in achieving Medicare coverage based on evidence generation
Proven success in achieving Medicare coverage based on evidence generation Currently reimbursed indications Estimated future indications Covered by Medicare ~13M 12 Tests per year (M) 9 6 3 ~2.3M 0 Total Source: internal estimates 19 Not for reproduction or further distribution.
Slide 20: Key strengths and investments in oncology
Key strengths and investments in oncology Commercial team • Large, tenured pan-cancer sales and medical affairs team, calling on community and academia • Pan-cancer access ahead of expected broad reimbursement Market access / reimbursement • Broad Medicare coverage with CRC, bladder, pan-cancer IO m
Slide 21: Foundation Medicine and Natera launch early access program for FoundationOne Tracker
Foundation Medicine and Natera launch early access program for FoundationOne®Tracker FoundationOne Tracker • Launched clinical commercial assay through an early access program. Broad availability later in 2023. • Launched IUO assay for use in prospective clinical trials. • Foundation Medicine is res
Slide 22: Well positioned for scale
Well positioned for scale Natera Today Near Future • Established products with strong Multiple large potential catalysts: market positions • Microdeletions guideline inclusion • Signatera colorectal cancer NCCN guideline inclusion • Addressing large unmet clinical needs • Signatera commercial payor
Slide 23: ©2023 Natera, Inc. All Rights Reserved. Not for reproduction or further distribution.
©2023 Natera, Inc. All Rights Reserved. Not for reproduction or further distribution.
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