10x Genomics, Inc. · NASDAQ:TXG
10x Genomics — 44th Annual J.P. Morgan Healthcare Conference (January 2026)
28 slides from 10x Genomics's conference presentation, Jan 12, 2026
Slide 1: 44th Annual J.P. Morgan Healthcare Conference
44th Annual J.P. Morgan Healthcare Conference Serge Saxonov CEO and Co-founder January 12, 2026
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 the Private Securities Litigation Reform Act of 1995 as contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E o
Slide 3: Preliminary 2025 Results
Preliminary 2025 Results ~$599M ~$166M $520M+ Full-Year 2025 Revenue Q4 2025 Revenue Year-End 2025 excl. $44M related to Cash Balance patent litigation settlements Solid Execution Despite a Challenging Environment Chromium consumables reactions growth Launched multiple new products across platforms
Slide 4: Our Mission
Our Mission Accelerate the mastery of biology to advance human health © 10X GENOMICS, INC. 2026 4
Slide 5: Biology Is Immensely Complex
Biology Is Immensely Complex And needs to be measured at large scale and high resolution Enormous complexity within each cell Interactions of millions of different molecules and molecular machines 40 trillion cells in the human body Each cell contains its own set of expressed genes Cells form tissue
Slide 6: The 10x Innovation Engine
The 10x Innovation Engine HARDWARE 3 Category-Defining Platforms 35+ BIOLOGY CHEMISTRY Major Products Launched Over the Last 10 Years DATA SOFTWARE 2,700+ Patents and Applications © 10X GENOMICS, INC. 2026 6
Slide 7: Biology Can Only Be Understood at the Cellular Level
Biology Can Only Be Understood at the Cellular Level Single Cell Analysis Compile the parts list of human biology Spatial Analysis Understand how the parts Bulk Analysis fit together Measure mixtures which misses underlying biology © 10X GENOMICS, INC. 2026 7
Slide 8: 10x Is Powering the Single Cell and Spatial Revolutions
10x Is Powering the Single Cell and Spatial Revolutions Single Cell | $6B SAM Spatial | $7B SAM Chromium Xenium Visium Instruments, consumables and software to measure biology at large scale and unprecedented resolution Note: Market opportunity based on third-party analysis and management estimates.
Slide 9: Scaled Infrastructure to Support Customers Around the World
Scaled Infrastructure to Support Customers Around the World Dedicated and Deep in-field specialized sales team expertise 200+ commissionable salesforce 160+ technical specialists Large ecosystem of users Manufacturing Best-in-class customer capabilities built to scale service and support Global oper
Slide 10: Fueling Discoveries Across Life Sciences
Fueling Discoveries Across Life Sciences 10,000+ CUSTOMER PAPERS in high-impact journals © 10X GENOMICS, INC. 2026 10
Slide 11: Chromium: Powering the Next Generation of Single Cell
Chromium: Powering the Next Generation of Single Cell • Catalyzed single cell revolution • Best performance, data quality and ease of use • Largest ecosystem of researchers and service providers • Broadest menu of assays and applications • Transformational product launches setting a new standard for
Slide 12: The Apex of Single Cell: Chromium Flex
The Apex of Single Cell: Chromium Flex Exceptional Performance Only chemistry compatible with FFPE and fixed blood “The new 384-plex Flex assay from 10x Genomics is a game changer — enabling the profiling of millions of cells at a fraction of the cost.” Scale Peter Skene, PhD Plate-based throughput,
Slide 13: Leading the Spatial Revolution
Leading the Spatial Revolution • Largest ecosystem with the most widely adopted platforms • Highest performance and undisputed leader in numerous bake-offs • Simplest workflow and robust protocols, streamlining samples to insights 1,500+ 1,000+ Cumulative Spatial Spatial Publications in Instruments
Slide 14: Product Development Imperatives to Drive Growth
Product Development Imperatives to Drive Growth Measure More Biology Simplify Workflows Lower Cost ● More analytes, applications ● Workflow robustness, ● Lower cost per cell, tissue area, and multiomics experimental logistics sample, experiment and project ● Higher resolution, sensitivity ● Sample p
Slide 15: Mastering Biology with 10x and AI
Mastering Biology with 10x and AI Large-Scale Data Molecules, Cells, Tissues 10x Experiments AI Models Accelerate Understanding of biology • Creation of new medicines • Development of new diagnostics © 10X GENOMICS, INC. 2026 15
Slide 16: Virtual Cells Are The Next Frontier of AI and Biology
Virtual Cells Are The Next Frontier of AI and Biology Virtual Cell Is an AI Foundation Model Single cell Spatial transcriptomics transcriptomics Single cell Single cell epigenetics perturbations Single cell Virtual proteomics Spatial proteomics cell The Silicon Cell–AI cell models could Other Modali
Slide 17: Large-Scale Perturbation Data Fuels Virtual Biology Models
Large-Scale Perturbation Data Fuels Virtual Biology Models Organoid + Deep learning CRISPR screen Single cell capture Single cell phenotype intercellular genetics ● Scalable approach for understanding gene function, mapping “We now envision a regulatory networks and determining causality Perturbatio
Slide 18: 10x Uniquely Delivers the Best Data for Virtual Biology
10x Uniquely Delivers the Best Data for Virtual Biology Select Partners Building on 10x Genomics Data Massive Scale Billions of cells to train and validate AI models Robustness "We're leveraging 10x Genomics' Flex v2 platform to Consistent, reproducible performance across sequence hundreds of millio
Slide 19: Partnership With Cancer Research Institute: Building a Discovery Engine
Partnership With Cancer Research Institute: Building a Discovery Engine to Advance Immuno-Oncology With AI • AI-ready immuno-oncology data engine powered by 10x • Generating high-resolution molecular data from 20,000+ “Now, with 10x Genomics, we’re samples across leading immuno-oncology labs further
Slide 20: Translational Research Is a Key Growth Driver in Single Cell and Spatial
Translational Research Is a Key Growth Driver in Single Cell and Spatial Large Opportunity Study of clinical sample cohorts to discover drug targets and signatures that inform diagnostics, prognostics and therapy selection Utilizes large numbers of high-value samples The Time is Now Growing unmet ne
Slide 21: 10x Toolset Built and Optimized for Translational Research
10x Toolset Built and Optimized for Translational Research Performance in Archival Samples Robust, Reproducible Assays ✓ Obtain high-quality data from ✓ Highly-sensitive probe-based FFPE chemistry ✓ Conduct retrospective studies ✓ Low false positive rate from with archival sample 2-sided probe desig
Slide 22: Powering Translational Studies
Powering Translational Studies Just Announced Investigating the use of peripheral scRNA-seq Pan-cancer spatial atlas mapping tumor– Collaboration to build the world’s largest single as a minimally invasive alternative for immune communication across cell dataset derived from a single cohort of blood
Slide 23: Value Across the Drug Development Continuum
Value Across the Drug Development Continuum DISCOVERY STAGES PRECLINICAL CLINICAL POST MARKET Hit Discovery Hit-to-Lead Target Target Preclinical Clinical Trials Clinical Trials Post-Market & Assay & Lead Identification Validation Development Phase 1 & 2 Phase 3 Surveillance Development Optimization
Slide 24: Building on 10x Success to Advance Future Diagnostic Applications
Building on 10x Success to Advance Future Diagnostic Applications Customer-Driven Path 10x-Driven Path Continue to support customers with Embark on 10x-led clinical evidence translational research and development generation and diagnostic test of future clinical applications implementation in the hi
Slide 25: Oncology Therapy Selection With Spatial and Single Cell Tumor Tissue Profiling
Oncology Therapy Selection With Spatial and Single Cell Tumor Tissue Profiling Patient 10x Genomics Technologies Clinical Report Spatial biology Xenium Gene & Protein Expression Identification of cell drug target surface targets on tumor cells tumor ● HER2 positive cell ● CLDN18.2 negative ● TROP2 n
Slide 26: Precision Medicine for Autoimmune Disease Using Blood Single Cell Monitoring
Precision Medicine for Autoimmune Disease Using Blood Single Cell Monitoring state/activity Disease Patient course Single cell Start TNF- Single cell Single cell Start IL-6- Single cell Start Pathway analysis & analysis inhibitor analysis analysis inhibitor analysis JAK inhibitor treatment plan TNF
Slide 27: Key Academic Collaborations for Novel Diagnostics Development
Key Academic Collaborations for Novel Diagnostics Development in Cancer and Autoimmune Disease Identify biomarkers linked to treatment response Single cell profiling of peripheral blood to map for the next generation of cancer therapies and immune signatures across 1,000 patients, define a clinical
Slide 28: Key Takeaways
Key Takeaways 1 10x is the leader at the nexus of foundational technologies and large markets 2 Innovation engine and leadership drive sustained competitive differentiation 3 Multiple pillars of robust growth ahead with expansion opportunities in mainstream biology research, AI-driven science and tr
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