Microba Life Sciences Limited · ASX:MAP
Microba Life Sciences — Investor Presentation (November 2023)
32 slides from Microba Life Sciences's investor presentation, Nov 6, 2023
Slide 1: ASX Announcement: Investor Presentation
ASX Announcement 6 November 2023 Investor Presentation Microba Life Sciences Limited (ASX: MAP) (“Microba” or the “Company”), is pleased to provide a copy of the presentation that Microba Chief Executive Officer Dr Luke Reid will present to a range of investor audiences across the United Kingdom fro
Slide 2: Transforming health through the human microbiome
For personal use only Transforming health through the human microbiome November 2023
Slide 3: Disclaimer
Disclaimer 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 abs
Slide 4: Two core business segments driven by a proprietary databank
Two core business segments driven by a proprietary databank Services Databank Therapeutics For personal use only Proprietary databank Data Health Data Insights Customer Novel Testing Therapies Biome Data Microba provides testing Data-driven therapeutics and data analysis for a fee platform developin
Slide 5: Company Snapshot
Company Snapshot For personal use only Continuous YoY Partnerships with market leaders Large, unique, proprietary revenue growth over incl. Sonic Healthcare (ASX: SHL), microbiome databank 5 years of operations Ginkgo Bioworks (NYSE: DNA), SYNLAB (GR:SYAB) + more 3 key therapeutic programs World-lea
Slide 6: Microbiome Services
For personal use only Microbiome Services Driving global revenues and data growth 5
Slide 7: Q1 FY24 Highlights – Testing Services
| Q1 FY24 Highlights – Testing Services MetaPanel progressing 65% Growth in to launch in Australia For personal use only personal testing Microba’s advanced infectious disease testing technology MetaPanel™ Execution of Microba’s Testing Services growth strategy saw 62% and 72% progressing to launch
Slide 8: Advanced microbiome testing addressing large markets in healthcare
Advanced microbiome testing addressing large markets in healthcare Addressable Healthcare Markets For personal use only Gastrointestinal disorders Gastrointestinal infection Is the microbiome contributing to the patients Does the patient have a pathogen and how can I DGBI and how can they manage? se
Slide 9: Advanced, comprehensive GI testing for chronic GI disorders
Advanced, comprehensive, GI testing for improved management of chronic GI disorders For personal use only Large addressable patient population est. >150m ppl Comprehensive GI and microbiome assessment - Diagnostic and investigative gastrointestinal health markers (7 markers) - Diagnostic pathogen an
Slide 10: Unlocking the power of metagenomics for assessment of enteric infections
Unlocking the power of metagenomics for comprehensive assessment of enteric infections For personal use only High risk and immunocompromised initial patient population >16m Most comprehensive GI infectious disease test available spanning a comprehensive set of targets: - multi-domain pathogen specie
Slide 11: Microba's leading international bench of healthcare partners
Microba’s leading international bench of healthcare partners For personal use only $9.3bn Revenue $5.8bn Revenue Partnership: UK, Germany, Leading GI Diagnostics in US Raised USD $800m Partnership: Europe Belgium, Australia, US, Partnership: US Partnership: GCC Region & LATAM NZ & Switzerland Microb
Slide 12: Significant international distribution
Significant international distribution Partners provides access into 35 countries with 14 now operational For personal use only Strategic acquisition unlocking a geographical base and laboratory in the UK, supporting the next phase of Microba’s international growth strategy. Operating Team and/or La
Slide 13: UK Strategic Acquisition
For personal use only | UK Strategic Aquisition 12
Slide 14: Taking a leading position in the UK market
| Taking a leading position in the UK market Invivo together with our Sonic Healthcare partnership provides Microba with deep access to the entire UK healthcare market spanning private practice and the public NHS environment For personal use only UK TARGET HEALTHCARE MARKET 2k Capturing the integrat
Slide 15: Invivo acquisition provides strong UK customer base
| Invivo acquisition provides strong UK customer base FY23 Engaged customer base For personal use only Key metrics 17% penetration into the UK integrative 94% healthcare professional market and well positioned to accelerate growth of revenue 7,300+ tests sold driven by repeat customers# 1,700+ order
Slide 16: Strengthening Invivo's position in GI microbiome testing
| Strengthening Invivo's position in GI microbiome testing A platform for UK market entry and growth of Microba’s MetaXplore™ test For personal use only “From our leading position in market, we expect Microba’s world leading MetaXplore™ will become the most favoured microbiome test for healthcare 79
Slide 17: Microbiome Therapeutics
For personal use only Microbiome Therapeutics Developing novel monoclonal microbial cell therapies 16
Slide 18: Q1 FY24 Highlights – Therapeutics
| Q1 FY24 Highlights – Therapeutics Inflammatory Bowel Disease Program For personal use only MAP315 Phase I all patients dosed. Positive MOA data generated. Dosing and all patient visits successfully completed. Preliminary blinded data indicates that MAP315 is well tolerated. Multi-modal mechanism o
Slide 19: A therapeutic revolution. Novel, precision microbiome therapeutics
A therapeutic revolution. Novel, precision microbiome therapeutics For personal use only Precision Microbiome Therapeutics Innovative Pipeline Precision microbiome analysis platform delivering Excellent safety profile unparalleled accuracy, coverage & depth. Scalable GMP manufacturing for high
Slide 20: Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies
Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies For personal use only Population Identify AI & Advanced Monoclonal Disease testing groups Biostatistics microbial Models Healthy drug lead Orally administered, healthy Disease human donor derived, monocl
Slide 21: Rapid progress tapping the therapeutic potential of the human microbiome
| Rapid progress tapping the therapeutic potential of the human microbiome for major chronic diseases For personal use only Inflammatory Bowel Disease Immuno-Oncology Program Autoimmune Diseases PHASE I IN PROCESS PRECLINICAL SCREENING Recently Completed Recently Completed Recently Completed Phase
Slide 22: Inflammatory Bowel Disease program – MAP315
Inflammatory Bowel Disease program – MAP 315 Addressing a key gap in existing therapy for UC sufferers For personal use only Ulcerative Colitis Addressable Ulcerative Colitis Therapeutic Patient Population1 Global Market Size2 MAP 315 has the potential to (% of total) Mild Moderate Severe ($USD Bill
Slide 23: Immuno-oncology program – Positive animal data
Immuno-oncology program – Positive animal data 1 Human clinical data driven lead candidate 2 Proof of concept achieved in immune checkpoint For personal use only discovery inhibitor (ICI) refractive mouse model Positive animal efficacy data has been generated for Microba’s immuno-oncology therapeuti
Slide 24: Autoimmune disease program – Primary screening 50% complete
Autoimmune disease program – Primary screening 50% complete Building towards biobank of valuable therapeutic assets For personal use only Novel high-throughput anaerobic cultivation and screening platform has been established in partnership and all Microba strains transferred NYSE: DNA | Market ca
Slide 25: The start of a therapeutic revolution
The start of a therapeutic revolution 1 First Generation 2 Second Generation 3 Next Generation For personal use only Fecal Doner Derived Bacterial Consortia Single Strain & Small Molecule FDA approval Nov 30 2022 Vedanta Biosciences Feacal doner derived enema Vedanta Biosciences Raises drug product
Slide 26: Executing towards pharmaceutical out-licensing transactions
| Executing towards pharmaceutical out-licensing transactions Recent IBD and microbiome deals For personal use only Licensee / Acquiror Licensor / Target Date Type Deal size Indication / clinical stage Apr 2023 Acquisition Total deal size: US$10.8b Ulcerative Colitis (phase 2) Crohn’s disease (phase
Slide 27: Outlook
For personal use only Outlook 26
Slide 28: Upcoming Milestones for 2023
Upcoming Milestones for 2023 2023 2023 2023 JAN – MAR APR - JUN JUL - DEC For personal use only Services Services Services New healthcare product full launch New international distribution deals New country expansion Services Therapeutics - IBD MAP 315 program Services New international distribution
Slide 29: For personal use only
For personal use only Dr Luke Reid Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Pasquale Rombola Brisbane QLD Australia Chairman pasquale.rombola@microba.com Laboratory Princess Alexandra Hospital Woolloongabba QLD Australia
Slide 30: Appendix: Additional Invivo Details
For personal use only Appendix Additional Invivo Details 29
Slide 31: Multi body site testing portfolio with targeted interventions
| Multi body site testing portfolio with targeted interventions Microbiome Opportunity to accelerate with Microba’s Targeted Supporting intervention For personal use only tests range market leading testing technology interventions from test results Range spans Targeted products Gastrointestinal, sup
Slide 32: Invivo has a strong brand, reputation, and team
| Invivo has a strong brand, reputation, and team • Pioneer in UK microbiome testing services Multiple growth opportunities exist For personal use only • Established a strong brand with healthcare before introducing Microba synergies professionals • Self-funded with positive operating cashflow • Con
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