Genetic Technologies Limited · ASX:GTG
Genetic Technologies — Non-Deal Roadshow (May 2005)
25 slides from Genetic Technologies's roadshow presentation, May 6, 2005
Slide 1: ASX Announcement: US Broker Presentations
fh genetic technologies ASX ANNOUNCEMENT May 6th, 2005 US Broker Presentations Genetic Technologies Limited (ASX:GTG, US OTC: GNTLY) will shortly undertake a number of presentations to US based brokers, fund managers and the US investment community in general. For the general interest of shareholder
Slide 2: Delivering the benefits of the genetic revolution
g Delivering the benefits of the genetic revolution genetic technologies
Slide 3: Genetic Technologies Limited
genetic technologies Genetic Technologies Limited (ASX:GTG, as allCap: GENE) * Is an Australian life sciences company specializing in the field of genetics and genomics. * Founded as GeneType in 1989 on ground breaking research in the field of non-coding or “junk” DNA. + Research resulted in GTG pat
Slide 4: The Increasing Role of Genomics
| genetic technologies ~ The Increasing Role of Genomics * Genomics - the study of genes and their function. + Genetics - “diagnostics of the future.” *« The human genome contains over 30,000 genes, the function of just 10% are currently known. *« Genomic R&D activity increasing due to: — Completion
Slide 5: GTG and the future of Genomics
genetic technologies - GTG and the future of Genomics * The function of genes is determined by coding and non-coding DNA. * Coding DNA was thought to be the sole recipe for determining a cell’s function with non-coding merely accumulated “junk”. * GTG founders determined that non-coding DNA was not
Slide 6: GTG - Business Units
genetic technologies - GTG — Business Units * Licensing * Genetic Testing + Research and Development
Slide 7: Licensing
“genetic technologies Licensing * GTG’s patents have significant strategic and commercial vaiue as the scientific community continues to discover the functions of all genes in the genomes of multi cellular species. * To date, GTG has signed 24 licenses with a value in excess of A$35m including recur
Slide 8: Licensing Process
' Licensing Process + In-house team identifies potential targets. — Current database has over identified 2,000 leads. — 400 “commercially significant targets” * Targets selected — Strategically identified by size, market influence, competitor analysis and synergistic value to GTG. *« Resources deplo
Slide 9: Licensees
Licensees Licensee Country Year Genetic Solutions Pty Limited Australia Nov-01 ‘Sequenom Inc USA Apr-O2 Nanogen inc USA Apr-O2 Perlegen Sciences, inc USA Aug-O2 Myriad Genetics, Inc USA Oct-02 Biotage AB (formerly Pyrosequencing AB) Sweden Mar-O3 Association of Regional and University Pathologists “
Slide 10: Licensing Activity
Licensing Activity 4 <y USA and Canada ¥ 14 Licenses a oa Daz, genetic technologies Europe 2 Licenses a & Mp" Asia Pacific aA 8 Licenses \4 Y v +
Slide 11: Licensing - Legal Update
~ Licensing — Legal Update genetic technologies * Applera Major US biotech with strategic market position (US$6bn market cap). Major success for GTG at the Markman hearing in Sept 04. Only 2 to 3% of cases in the US go to trial post Markman. Recent Court Mediation failed to reach settlement but part
Slide 12: Genetic Testing
genetic technologies ~ Genetic Testing * GTG is Australia’s largest independent DNA testing laboratory performing genetic tests across humans, animals and plants. * Profitability and market share driven by ongoing development of a cost efficient, high speed/high throughput laboratory where similar p
Slide 13: Genetic Testing
_. Paternity Diagnostics Forensics Sports Performance Animals Plants Genetic Testing 1) GTG Laboratory Intellectual Property GTG R&D Licensees
Slide 14: Diagnostics
' Diagnostics * Cancer — Through an alliance with Myriad Genetics Inc, GTG is the only private provider in Australia and New Zealand licensed to offer genetic susceptibility testing using their suite of gene patents for: + Breast Cancer; * Ovarian Cancer; and * Colorectal Cancers. * Epilepsy — Agene
Slide 15: Forensics
genetic technologies - Forensics * GTG’s is Australia’s only accredited private forensics laboratory. * Public funded forensic DNA analysis laboratories have major backlog problems. * Significant political pressure to resolve backlogs. « GTG in discussions with major Australian state police forces a
Slide 16: Sports Gene Test (ACTN3)
genetic technologies - Sports Gene Test™ (“ACTN3”™) * Genetic test indicative of endurance vs. sprint predisposition. + GTG holds worldwide rights to “ACTN3” sports gene test. ¢ Pilot marketing commenced late 2004 to determine market acceptance and size. * ESPN coverage in early 2005. * Marketing an
Slide 17: Animal Testing
~ Animal Testing Animal Dogs Sheep Cattle Horses genetic technologies Opportunity Mandatory proof of pedigree Disease susceptibility Significant area of consumer interest Proof of parentage Herd Improvement Proof of parentage Progress Alliance with ANKC Greyhounds Australasia CYO Project (Hip Dyspla
Slide 18: Research
genetic technologies ~ Research Five major research projects each with significant value: * RareCellect® (Prenatal screening) «* Pathogen Genetics and Genomics Program - PGGP (Livestock parasites) * — ImmunAid (Immune system monitoring for treatment of HIV and now also cancer) * CY O'Connor ERADE (S
Slide 19: RareCellect
genetic technologies RareCellect ® * Detects and isolates fetal cells in maternal blood. * Fetal cells used for prenatal diagnostics (Downs syndrome etc). * Eliminates intrusive and risky screening procedures. * GTG has worldwide patent on technology. * Technology proven in the laboratory. ¢ Multi b
Slide 20: Male Fetal Cell in Maternal Blood
Male Fetal Cell in Maternal Blood * 8% € = =
Slide 21: PGGP
genetic technologies ~ PGGP Traditional Traditionally the host is medicated to destroy the PGGP delivers a compound to the parasite parasite. Side effects to host, consumers of the making it sterile. The host is unaffected. host and the environment.
Slide 22: ImmunAid
genetic technologies ~ ImmunAid Immune Cycle Time + Identifying DNA markers to map immune system response to disease and timing treatments at defined point of immune cycle. * HIV and cancer research trials underway.
Slide 23: Financials
genetic technologies ’ Financials « 6 months ended December 2004 — EBITDA of A$130,246 — Cash on hand of A$10.7m — Net assets of A$32.7m * To 30 April 2005 GTG received a further A$12.8m through exercise of options. Current cash balance in excess of A$20m * Current Market Cap of A$140m. * Shares Out
Slide 24: The Executive Management Team
genetic technologies ' The Executive Management Team Dr Mervyn Jacobson - Executive Chairman - Co-founder of GTG. Professor Deon Venter - Non Executive Director - Overseeing the development and operation of genetic testing program Tom Howitt - Chief Financial Officer Geoff Newing - Corporate Develop
Slide 25: Summary
genetic technologies - Summary * Genomics is reshaping life sciences and medicine. * GTG owns globally patented methods and processes to analyse non-coding DNA, critical in identifying the function and form of genes. * Licenses granted to multi billion dollar US biotechs with others under negotiatio