Oxford Nanopore Technologies Plc · LSE:ONT
Oxford Nanopore Technologies — JP Morgan Healthcare Conference January 2022
27 slides from Oxford Nanopore Technologies's conference presentation, January 2022
Slide 1: The MinION Mk1c: portable, connected sequencing + analysis + screen
“When you can measure what you are speaking about, and express it in numbers, you know something about it; but when you cannot measure it, when you cannot express it in numbers, your knowledge is of a meagre and unsatisfactory kind.” Lord Kelvin THE MINION MK1C: PORTABLE, CONNECTED SEQUENCING + ANAL
Slide 2: Disclaimer
January 2022 | JP Morgan Healthcare conference Disclaimer This presentation has been prepared by Oxford Nanopore Technologies plc (“Oxford Nanopore”) for information purposes only. This presentation may contain statements that are forward-looking, such as statements relating to future uses, quality,
Slide 3: Introduction to Oxford Nanopore Technologies
January 2022 | JP Morgan Healthcare conference Introduction to Oxford Nanopore Technologies Single molecule sensing Relentless, 1 platform Building on DNA/RNA to enable agile innovation Delivering continuous improvement 4 the multi-omics world of tomorrow and intellectual property creation Current i
Slide 4: A Novel, Electronic, Single Molecule Sensing Platform
January 2022 | JP Morgan Healthcare conference A Novel, Electronic, Single Molecule Sensing Platform Our goal: to enable the analysis of anything, by anyone, anywhere Bioelectronics-based Two pillars of innovation: Differentiated sensing technology platform R&D and manufacturing Business Model Broad
Slide 5: Innovation is driven by in-house R&D teams and extensive partnerships
January 2022 | JP Morgan Healthcare conference Innovation is driven by in-house R&D teams and extensive partnerships 2022 Foundational academic License agreements/ research partnerships with academic groups at partners: Professors 28 institutions give breadth and global reach in fundamental nanopore
Slide 6: Journey to today
January 2022 | JP Morgan Healthcare conference Journey to today Investment in foundational IP, platform development, infrastructure, to prepare for rapid growth Foundational R&D, IP ➔ continuous innovation Publications (cumulative) Development, manufacturing 3000 Foothills of commercialisation 2500
Slide 7: Proprietary electronic platform: the foundation for nanopore sensing
January 2022 | JP Morgan Healthcare conference Proprietary electronic platform: the foundation for nanopore sensing Adaptable for multiple analytes: native or amplified DNA/RNA, proteins, small molecules Pipeline of lower MinION PromethION power and higher Flow Cell Flow Cell density flow cells Prot
Slide 8: How nanopore sequencing works
January 2022 | JP Morgan Healthcare conference How nanopore sequencing works: A novel, electronic, single molecule sensing technology https://www.youtube.com/watch?v=RcP85JHLmnI © 2022 Oxford Nanopore Technologies plc. 8 Oxford Nanopore Technologies products are not intended for use for health asses
Slide 9: Information-rich: the most comprehensive genomes
January 2022 | JP Morgan Healthcare conference Information-rich: the most comprehensive genomes Any-length fragments, native DNA/RNA and other features contribute to telomere-to-telomere, rich insights Full biology from a single experiment “We identified 2,855 dark CDS regions across 748 protein-cod
Slide 10: Scalability: sequencing devices that fit the tech to the biological question
January 2022 | JP Morgan Healthcare conference TMO Theoretical maximum output, Gigabases. Assumes system is run for 72 h at 420 bases / second. Actual output varies Gb* according to library type, run conditions, etc. TMO noted may not be available for all applications or all chemistries. Scalability
Slide 11: Upgrades drive performance enhancements, delivered through consumables
January 2022 | JP Morgan Healthcare conference Upgrades drive performance enhancements, delivered through consumables Continuous, simple upgrades for customers without needing to change device 2014 2015 2016 2017 2018 2019 2020 2021 2022 Device releases and upgrades: Device upgrades P2 PromethION Gr
Slide 12: Upgrades drive performance enhancements: sequencing data output per flow cell
January 2022 | JP Morgan Healthcare conference TMO Theoretical maximum output, Gigabases. Assumes system is run for 72 h at 420 bases / second. Actual output varies Gb* according to library type, run conditions, etc. TMO noted may not be available for all applications or all chemistries. Upgrades dr
Slide 13: Upgrades drive performance enhancements: accuracy
January 2022 | JP Morgan Healthcare conference Upgrades drive performance enhancements Accuracy Chemistry and algorithm improvements: raw read accuracy Current products enable: Raw read accuracy 99.3% Duplex accuracy 99.8% Released Dec 2021 Consensus accuracy Q50+ genomes Bacteria, plants. Human at
Slide 14: High-accuracy nanopore sequence for comprehensive genomes: user data
January 2022 | JP Morgan Healthcare conference High-accuracy nanopore sequence for comprehensive genomes: user data 2020/2021: R9.4 already capable of Early Access of Q20+ release (R10.4 & December 2021: Kit 12 & R10.4 for ultra- high-throughput, high accuracy data Kit 12) enables “near perfect asse
Slide 15: Life sciences research: go-to-market approach
January 2022 | JP Morgan Healthcare conference Life sciences research: go-to-market approach Customer categorisation determines opportunity, approach and mode of support Customer Segment Product S3: Commercial approach: Sales teams and deeper technical/application support Users seeking rich data,
Slide 16: Oxford Nanopore technology can address breadth of genomics applications
January 2022 | JP Morgan Healthcare conference Oxford Nanopore technology can address breadth of genomics applications Sequencing market* continues to expand, expected to grow from $4.2 billion in 2020 to $5.8 billion in 2021, and potential for $10s of billions in future applied markets Oxford Nanop
Slide 17: Users: from genomic explorers to democratisers of sequencing
Theoretical maximum output, Gigabases. Assumes system is TMO run for 72 h at 420 bases / second. Actual output varies Gb* according to library type, run conditions, etc. TMO noted may not be available for all applications or all chemistries. Users: from genomic explorers to democratisers of sequenci
Slide 18: Rapid, distributed pathogen sequencing for public health decision making
January 2022 | JP Morgan Healthcare conference Rapid, distributed pathogen sequencing for public health decision making …and beyond public health into potential management of infectious disease Genomic Epidemiology: sequencing can inform public health decisions COVID-19 • Nanopore sequencing used in
Slide 19: Real-time sequencing in cancer research
January 2022 | JP Morgan Healthcare conference Real-time sequencing in cancer research Real-time sequencing capability enables rapid, information-rich insights: Real time brain tumour characterisation, Liquid Biopsy: cfDNA in lung cancer during surgery: Oslo University (short fragments): ISPRO, Ital
Slide 20: Human Genomics: Accessible, accurate, at scale, with richer content
Theoretical maximum output, Gigabases. Assumes system is January 2022 | JP Morgan Healthcare conference TMO run for 72 h at 420 bases / second. Actual output varies Gb* according to library type, run conditions, etc. TMO noted may not be available for all applications or all chemistries. Human Genom
Slide 21: Generating a comprehensive view of the human genome: at scale
January 2022 | JP Morgan Healthcare conference Generating a comprehensive view of the human genome: at scale NIH • Thousands of cancer samples • Characterise SVs & methylation • 4,000 sample Alzheimer study at scale • Sequence through complex • Intention to integrate into rapid repeats clinical care
Slide 22: Translating high-throughput, real-time sequencing into on-demand applications
January 2022 | JP Morgan Healthcare conference Translating high-throughput, real-time sequencing into on-demand applications Exploring: operating mode Translating: same day human WGS, potential for use in critical care Users typically prepare samples, Users can load a single sample across all Sample
Slide 23: Commercial and Manufacturing Operations established for scale-up
January 2022 | JP Morgan Healthcare conference Commercial and Manufacturing Operations established for scale-up Innovation is key to scaling up manufacturing Selling to and supporting customers in > 100 countries MinION Building: flow cell manufacture, operational 2019 Global customer support team A
Slide 24: Revenue growth reflects adoption of nanopore sequencing
January 2022 | JP Morgan Healthcare conference Revenue growth reflects adoption of nanopore sequencing Revenue for fiscal year ended 31 December (£ millions) Above 140 £126 £113.9 120 100 80 60 Above £120 40 £65.5 £52.1 20 £32.5 £13.8 0 2017 2018 2019 2020 2021 PRELIMINARY & Life Science Research To
Slide 25: Innovation strategy for long term growth
January 2022 | JP Morgan Healthcare conference Innovation strategy for long term growth Data digitisation Customer Tech industry Innovation innovation Human health Cloud connectivity Pathogens Compute acceleration Mixed mode electronics Food sustainability Algorithms, ML, AI Environmental Directed e
Slide 26: Analysis of anything by anyone anywhere… towards
January 2022 | JP Morgan Healthcare conference Analysis of anything by anyone anywhere… towards: Fundamental science UNDERSTANDING BIOLOGY SUSTAINABLE FOOD PRODUCTION TheThe Nanopore Nanopore Current investment is poised to support community Community drives Innovates aggressive growth, at a time wh
Slide 27: Thank you
Thank you Oxford Nanopore Technologies, the Wheel icon, EPI2ME, Flongle, GridION, LamPORE, Metrichor, MinION, MinKNOW, Plongle, PromethION, SmidgION, Ubik, and VolTRAX are registered trademarks of Oxford Nanopore Technologies Limited in various countries. All other brands and names are the property
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