Genetic Signatures Ltd. · ASX:GSS
Genetic Signatures — Investor Presentation (November 2019)
21 slides from Genetic Signatures's investor presentation, Nov 7, 2019
Slide 1: Investor Presentation
**DRAFT** Investor Presentation 7 November 2019
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Genetic Signatures Limited (“GSS”). The information contained in this presentation is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. This presentation is propr
Slide 3: Executive summary
Executive summary A specialist molecular diagnostics (MDx) company focused on the commercialisation of its proprietary platform technology, 3baseTM.… Proprietary 3baseTM Strong foothold in the Well funded to enter a Multiple upcoming technology with a strong domestic market backed by rapid phase of
Slide 4: Global market dynamics
Global market dynamics GSS has consistently grown its revenue quarter-on-quarter over the last 4 year and current revenue is derived almost entirely from Australia (~97%) GSS is at the forefront of significant growth EasyScreenTM Kits currently opportunities registered for sale (TGA, CE-IVD): Intern
Slide 5: The 3base technology behind our EasyScreen tests
The 3base™ technology behind our EasyScreenTM tests World-first, proprietary platform technology significantly simplifies genetic detection of microbial organisms in current urine, blood or stool tests 1 3baseTM platform technology converts Benefits for labs / hospitals original 4-base microbial genome
Slide 6: Attractive revenue model
Attractive revenue model Large throughput with predictable orders – Target customers are large throughput pathology groups, hospitals or government run programs. Model validated by strong foothold in the domestic market – Customers secure long-standing contracts with set prices and relatively pred
Slide 7: Significant revenue growth
Significant revenue growth Genetic Signatures has made strong progress on its commercialisation strategy during the year Key FY19 achievements Strong revenue performance in FY19 • Key management and sales team appointments • 97% of FY19 core revenue generated in Australia from Australia 3 products
Slide 8: EasyScreen product portfolio
EasyscreenTM product portfolio 3 products selling in Australia and EU. Major new registrations and product launches imminent in US, AU and EU ESBL & STI / Alphavirus Atypical Enteric Respiratory CPO Genital / Flavivirus Meningitis Respiratory Asia Pacific TGA and CE-IVD in early 2020. First sales to
Slide 9: Powerful evidence of efficacy from clinical trials
Powerful evidence of efficacy from clinical trials Comparative studies confirm superior performance of Genetic Signatures’ technology Clinical trials demonstrate efficacy St Vincent’s Hospital Evaluation Study results1 Conventional Pathogen Methods* EasyScreen™ Evaluation study conducted at Campylob
Slide 10: Executing a global strategy for commercialisation
Executing a global strategy for commercialisation GSS remains focused on growth in 3 major markets 2 Europe: On verge of significant revenue 3 tests CE-IVD Marked for sale in the EU Direct sales in UK, Germany Multiple distributors appointed or to be appointed for other countries Large pipel
Slide 11: Fully funded to execute on commercialisation strategy
Fully funded to execute on commercialisation strategy Following the A$35m placement completed and $2m SPP offered, Genetic Signatures is well positioned to execute on its global expansion strategy Use of funds from capital raising $10m $6m $5m $7.5m $8.5m Expanding global FDA product Funding custome
Slide 12: Asia Pacific
Asia Pacific Commercialisation success in Australia. Further growth via new customers and new products Australian Market Dynamics • Market comprises private centralised labs, government and hospital networks • Private labs dominated by 3 large pathology groups (Sonic, Healius, Australian Clinical La
Slide 13: Europe
Europe European Union and United Kingdom represents ~35% of global molecular diagnostics market1 Market Dynamics • Focus on selling direct in UK & Germany • 85% of testing in UK managed under NHS – mixed between Public Health England labs (7 centralised labs) and hospital trusts • Germany dominated
Slide 14: Americas
Americas North America is the largest market opportunity globally, accounting for an estimated 40% of molecular diagnostics revenue1 Market Dynamics • Est. 5.5m Enteric Protozoan tests p.a in the US • Initial focus on largest 30 “high throughput” centralised labs • Smaller decentralised labs more ac
Slide 15: M&A activity in the diagnostic sector
M&A activity in the diagnostic sector Strong strategic interest from large diagnostic companies in multiplex panels/assays such as GSS’ 3baseTM technology. M&A activity within the sector expected to continue Date 2018 2018 2018 2017 2016 2011 Company Private (NASDAQ:CPHD) (Private) (Private) (NYSE:D
Slide 16: Catalysts and newsflow
Catalysts and newsflow Expected to announce a significant amount of news flow and major catalysts by end of 2020 TGA registration to begin selling STI / Genital Pathogen Kits in Australia – targeting early 2020 TGA registration to begin selling Flavi / Alpha Kits in Australia – targeting early 2
Slide 17: Appendix
Appendix
Slide 18: Corporate summary
Corporate summary Revenue stage healthcare company listed on the ASX Share price (A$) Volume (m) Genetic Signatures Limited (ASX: GSS) 1.6 0.8 A specialist molecular diagnostics company 1.2 0.6 Focused on becoming a global leader in the supply of molecular diagnostic solutions 0.8 0.4 Developing and
Slide 19: Board of Directors have a track record of success
Board of Directors have a track record of success Tony Radford Non executive Director • Significant sales experience • Co-Founder and CEO of Cellestis until acquired by Qiagen for c.A$400m • Proven track record of executing a sales strategy into Europe Phillip Isaacs Non executive director Michael A
Slide 20: Technology - 3Base
Technology - 3Base™ Massive reduction in complexity e.g, a 10 digit number comprised of the numbers 1,2,3 and 4 has 1,048,576 combinations a 10 digit number comprised of the numbers 1, 2 and 3 has 59,049 combinations Reduces complexity by 97% yet maintains or increases accuracy Sufficient
Slide 21: Contact us
Contact us Dr John Melki Peter Manley Genetic Signatures Genetic Signatures Chief Executive Officer Chief Financial Officer P: +61 (0)2 9870 7580 P: +61 (0)2 9870 7580 E: john.melki@geneticsignatures.com E: peter.manley@geneticsignatures.com Visit us www.geneticsignatures.com Follow us on social med
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