Slide 1: Q2 FY25 Results
rsonal use only At the forefront of microbiome diagnostics & therapeutics Q2 FY25 Results ASX: MAP 29 JANUARY 2025 Authorised for release by the Board of Directors
Slide 2: Disclaimer
Disclaimer 2 This presentation (Presentation) has been prepared by Microba Life Sciences Limited (Microba). Summary information - This Presentation contains summary information about Microba and its activities which is current only as at the date of release of this Presentation. Microba may in its a
Slide 3: Financial Highlights
3 rsonal use only Q2 FY25 Results Financial Highlights
Slide 4: Q2 Financial Highlights
Q2 Financial Highlights 4 Significant growth in revenue and cash receipts on PCP rsonal use only Group Q2 Revenue of $4.43m (+ 102% vs PCP) | Q2 Cash Receipts $3.87m (+109% vs PCP) Q2 Revenue Q2 Cash Receipts (A$m) “We continue to see positive (A$m) sales momentum for our testing +102% +109% busines
Slide 5: Australian Testing Business – MetaXplore sales momentum
Q2 Financial Highlights 5 Australian Testing Business – MetaXplore sales momentum continues to accelerate rsonal use only 2,560 MetaXplore tests sold (+195% vs PCP) | 544 MetaXplore Ordering Clinicians (+105% vs PCP) | 286 MetaPanel tests sold Tests Sold - Australia • Australia: Continued strong sal
Slide 6: UK Business – transitioning to new testing growth phase
Q2 Financial Highlights 6 UK Business – transitioning to new testing growth phase rsonal use only 32,833 supplements sold (+8% vs PCP) | 1,504 tests sold (-11% vs PCP) | 722 ordering clinicians (-7% vs PCP) Supplement Sales - UK Test Sales - UK • Supplement sales remain 35,000 2,500 robust • Testing
Slide 7: Strong Q2 revenue, continued sales momentum
Q2 Financial Highlights 7 Strong Q2 revenue, continued strong sales momentum in Australia, UK growth underway rsonal use only • Strong Q2 revenue, up 102% +102% on PCP, with continuing 6,000,000 MetaXplore adoption and revenue to growth in 5,000,000 Australia. • Record November and strong 4,000,000
Slide 8: Business Highlights
8 rsonal use only Q2 FY25 Results Business Highlights
Slide 9: Recent Milestones & Highlights
Recent Milestones & Highlights 9 TESTING THERAPEUTICS rsonal use only 1) Australia: Continued strong momentum in sales for To realise the value of the Company’s MetaXplore. therapeutic assets, the Company is - 2,560 tests sold, up 195% vs PCP continuing to be active in a range of non- - 544 ordering
Slide 10: Growing MetaXplore sales and clinical adoption in Australia
Growing MetaXplore sales 10 and clinical adoption in Australia • Q2 - 2,560 tests sold, up 195% vs PCP rsonal use only MetaXplore Test Sales Volume MetaXplore All Time Ordering Clinicians 4392 • Q2 - 544 ordering clinicians, up 105% vs PCP 1045 • Underpinned by growth in both ordering clinicians and
Slide 11: Growing MetaPanel sales and clinical adoption in Australia
Growing MetaPanel sales 11 and clinical adoption in Australia • 236 tests sold in the quarter and 575 since rsonal use only MetaPanel Test Sales Volume launch. 420 • Surpassed a milestone of +500 MetaPanel tests sold since launch in Q2 FY25 Q2 236 • December sales delivered a record month, January h
Slide 12: Transitioning to new testing growth phase in the UK
Transitioning to new testing growth phase in the UK 12 The fundamental investment thesis of the Invivo Clinical rsonal use only acquisition was the ability to accelerate Microba’s entry of it’s world leading MetaXplore test into the United Kingdom through an established team and customer base. The U
Slide 13: Therapeutic Development Programs continue to advance
Therapeutic Development Programs 13 continue to advance rsonal use only Core Discovery • Inflammatory Bowel Disease Program Preclinical Phase 1 Phase 2 Program R&D - Advancing MAP315 to Phase 2. Undisclosed • Immuno-Oncology Program (LBP) IBD - Clinical data and sample set grown to (Ulcerative Colit
Slide 14: Key areas of focus / Financial Snapshot
Key areas of focus 14 Financial Snapshot ASX Code MAP Diagnostics rsonal use only Market capitalisation1 $143m • Australia – continued momentum in Shares on issue 447.85m diagnostic sales growth and clinical adoption 52-week low / high1 $0.145 / $0.325 • United Kingdom – accelerating MetaXplore to C
Slide 15: Company snapshot
15 rsonal use only Company snapshot
Slide 16: Gut microbiome is a critical component of disease
Unequivocal evidence demonstrates that the human gut 16 microbiome is a critical component of disease rsonal use only >21,000 Research publications demonstrate a clear link between chronic diseases and the gut microbiome1 1 PubMed search terms "gut microbiome/microbiota" or "stool microbiome/microbi
Slide 17: Changing the microbiome can change disease outcomes
Changing the microbiome can change disease outcomes 17 >150 Global clinical studies demonstrate that microbiome modulation rsonal use only can influence disease outcomes and clinical symptoms1 Infectious Disease Inflammatory Disease Autoimmune Disease Cancer Mental Health Metabolic Disorders Heart D
Slide 18: Company snapshot
Company snapshot rsonal use only 18 TESTING/ Continuous YoY 2 diagnostic products opening a THERAPEUTICS DIAGNOSTICS revenue growth over new category with an estimated 6 years of operations US $15B global addressable market World-class team Partnerships with market leaders Clinical stage therapeutic
Slide 19: Microba Diagnostics
19 rsonal use only Microba Diagnostics
Slide 20: Our diagnostics vision
20 rsonal use only Our diagnostics vision: To combat disease through microbiome health
Slide 21: Our diagnostics focus
21 Our diagnostics focus rsonal use only Patients suffering from gastrointestinal disease Gastrointestinal Mental Cardiovascular Oncology Longevity Fertility →
Slide 22: Gastrointestinal Disease: half of patients not getting resolution
Gastrointestinal Disease 22 Half of patients are not getting a resolution rsonal use only 37,310,000 47% Patients presenting annually in the US with lower GI abdominal symptoms* 21,500,000 53% Pain, bloating, other Resolved Unresolved 15,370,000 Diarrhoea 440,000 IBD % of patients achieving resoluti
Slide 23: Addressing the GI symptom challenge
Addressing the GI symptom challenge 23 Microba’s comprehensive diagnostic products rsonal use only First line Gastrointestinal pathogen test Launched March 2024 Diagnosing pathogenic causes Stool DNA test. of GI symptoms 175 targets. Expertly curated clinical recommendations for targeted treat
Slide 24: Getting answers for patients in need
Getting answers for patients in need 24 Closing the gap on GI symptom diagnosis and treatment 100% rsonal use only 28% new insights with * 47% 50% ** Unresolved 24% new diagnoses with ** 0% % of patients achieving resolution of gastrointestinal symptoms after 5 years 52% receiving critical new diagn
Slide 25: A multi-billion dollar market opportunity
A multi-billion dollar market opportunity rsonal use only 25 $15B+ US Total Addressable Market* * Assessment of Medicare claims analysis. Estimated Private and Medicaid numbers extrapolated from Medicare claims analysis completed with Boston based MedTech specialist consultancy Veranex Inc. Assumes
Slide 26: Transforming standard of care
Transforming standard of care 26 A paradigm shift rsonal use only “After the first 4 months using the MetaPanel test, 24% of patients have been diagnosed with a pathogen that would have been undiagnosed or experienced delayed time to diagnosis and resolution. This is a breakthrough in infectious Dr
Slide 27: Changing lives every day
Changing lives every day rsonal use only 27 “Before completing the MetaXplore test with my practitioner, my health was in MetaXplore constant distress. I looked and felt bloated all the time, to the point of appearing six patient months pregnant. My severe constipation led to bowel movements only ev
Slide 28: Changing lives every day
Changing lives every day rsonal use only 28 “I have struggled with gastrointestinal symptoms for over half my life. I have MetaXplore tried resolving with many specialists, restrictive eating plans and natural patient therapies. My MetaXplore test this year identified clear problems and a personalis
Slide 29: Microba Therapeutics
rsonal use only Microba Therapeutics
Slide 30: Our Therapeutics Vision
30 rsonal use only Our Therapeutics Vision To combat disease through microbiome health 30
Slide 31: Our primary therapeutic focus
31 Our primary therapeutic focus rsonal use only Clinical: Patients suffering from Inflammatory Bowel Disease Gastrointestinal Autoimmune Oncology Allergy Neuro Cardiovascular → 31
Slide 32: Pioneering an Advanced AI/ML Approach for Precision Live Biotherapeutics
32 Microba is Pioneering an Advanced AI/ML Approach For the Development of Next Generation Precision Live Biotherapeutics rsonal use only Target Prediction Disease Relevant Activity Disease Donor Prevalence Isolation Human Data Driven Precision AI & Machine Microbiome Health Data Learning Therapeuti
Slide 33: Therapeutic pipeline & catalysts
33 Therapeutic pipeline & catalysts rsonal use only Development Core Program Discovery R&D Preclinical Phase 1 Phase 2 Partners MAP 315 Phase 2 IND submission currently (LBP) being compiled IBD (Ulcerative Colitis) Undisclosed (LBP) Pre-clinical biology Undisclosed Immuno-oncology supporting lead (L
Slide 34: Recent IBD Transactions
34 Recent IBD Transactions Licensee / Licensor / Total Deal Date Deal Type Stage Upfront rsonal use only Acquiror Target Value July 2024 Acquisition Phase 2 - US$3.2B active June 2024 License Preclinical $150m US$1.7B October 2023 Acquisition Phase 2 - US$7.2B complete October 2023 License Phase 2b
Slide 35: Contact
rsonal use only Dr Luke Reid CONTACT Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Brisbane QLD Australia Pasquale Rombola Laboratory Chairman Princess Alexandra Hospital pasquale.rombola@microba.com Woolloongabba QLD Australia
Slide 36: Appendix
rsonal use only Appendix 36
Slide 37: Patient pathway — Advancing the standard of care for GI symptoms
Patient pathway — Advancing the standard of care for GI symptoms 37 Functional microbiome Colonoscopy for formal Targeted antibiotic and or GI disorder diagnosis IBD or CRC diagnosis DGBI treatment /or with personalised New Microba and treatment treatment plan rsonal use only care pathway If positiv
Slide 38: Two core business segments driven by a world leading technology
Two core business segments driven by a world leading technology 38 World leading microbiome rsonal use only analysis technology Testing Business Proprietary databank Therapeutics Business Next generation gastrointestinal diagnostics Advanced AI and biostatistics powering a diagnostics and Precision
Slide 39: 3rd Generation of Microbiome Therapeutics
Microba is developing the 3rd Generation of Microbiome 39 Therapeutics using a human data driven approach 1 First Generation 2 Second Generation 3 Next Generation rsonal use only Faecal Doner Derived & FMT Bacterial Consortia Single Strain & Small Molecule FDA approval Nov 30 2022 Vedanta Bioscience