Slide 1: Life Sciences Investor Update
15 JUNE 2023 Life Sciences Investor Update. 1
Slide 2: Upcoming events
Upcoming events. *AGM and life sciences investor update June *H1 results August *IP Group deeptech event September Kiko/McKinsey event TBC *IP Group cleantech event TBC *ESG deep-dive TBC *IP Group 'deeptech' conference (Asia) 2024 *Available to all shareholders 2 © IP GROUP PLC 2023 | LIFE SCIENCES
Slide 3: Investments with impact
Investments Expertise. Deep sector expertise built over many years with impact. Impact. Delivering social and environmental benefits, aligned with SDGs IP Group is a leading investor International group. in breakthrough science and Network of relationships in key territories innovation companies wit
Slide 4: Deep sector expertise with clear focus areas
Tech-enriched future Regenerative future Healthier future DEEP TECH KIKO LIFE SCIENCES Deep sector Applied AI Mobility & transport Understanding disease Current themes expertise Next generation networks Clean power generation Reprogramming cells with clear Human-machine interface Heating & cooling R
Slide 5: Inflection points over the next 12-18 months
Inflection points over the next 12-18 months. Life Technology Cleantech Sciences Revenue growth Technical progress, significant fundraisings Clinical trial progress and new pipeline and revenue growth 5 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 6: Agenda
Agenda. 09:30 09:35 09:45 10:00 Greg Smith Dr Sam Williams Professor Sir Dr Gordon Sanghera Intro Overview of Life Peter Donnelly Q&A Sciences portfolio 6 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 7: Healthcare costs vs time-to-intervention
Healthcare costs vs time-to- COST intervention. TIME 7 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 8: Healthcare costs vs time-to-intervention
Healthcare costs vs time-to- COST REACTIVE intervention. TIME 8 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 9: Risk factors for ASCVD
Risk factors for ASCVD. Gender: Male Female Systolic BP: … mmHg Receiving treatment for Age: … years high blood pressure: No Yes (if SBP > 120mmHg) Race: White or other Diabetes: No Yes Total … mg/dL Smoker No Yes Cholesterol: HDL … mg/dL Cholesterol: Reset Calculate 9 © IP GROUP PLC 2023 | LIFE SCI
Slide 10: Healthcare costs vs time-to-intervention
Healthcare costs vs PROACTIVE time-to- COST intervention. TIME 10 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 11: Life Sciences investment strategy
Life Sciences investment strategy. Understanding Reprogramming Reconditioning Redirecting 11 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 12: Life Sciences investment strategy
Life Sciences investment strategy. Understanding Reprogramming Reconditioning Redirecting 12 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 13: Life Sciences investment strategy
Life Sciences investment strategy. Understanding Reprogramming Reconditioning Redirecting 13 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 14: Life Sciences investment strategy
Life Sciences investment strategy. Understanding Reprogramming Reconditioning Redirecting 14 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 15: Life Sciences investment strategy
Life Sciences investment strategy. Understanding Reprogramming Reconditioning Redirecting 15 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 16: Eight clinical readouts by 2025
Eight clinical readouts by 2025. THERAPEUTICS IP GROUP COMPANY PRE-CLINICAL PHASE 1 PHASE 2 PHASE 3 PORTFOLIO VALUE £m* 18.3 1 18.7 8.3 ONCOLOGY 21.2 12.3 16.1 95.6 2 18.1 INFLAMMATION 3 15.9 2.5 14.7 OTHER 7.8 * Based on valuation of IP Group’s stake in company at 31/12/22, including debt where app
Slide 17: Unlocking Sustainable Personalised Healthcare
Unlocking Sustainable Personalised Healthcare Company Overview © 2023 Genomics plc – CONFIDENTIAL – All Rights Reserved
Slide 18: The next wave of genomics in healthcare
1 New Era of Genomics 2 Pioneering World-Leading Tools 3 Mass Commercialisation The next wave of genomics in healthcare will be for common diseases and will touch huge numbers of people around the world First Wave Next Wave Genetics for Rare Diseases Genomics for Common Diseases Reactive: Aiding Dia
Slide 19: Identifying disease risk better than any other factor
1 New Era of Genomics 2 Pioneering World-Leading Tools 3 Mass Commercialisation Identifying disease risk better than any other factor Genetics is a major risk factor for all the common diseases and cancers Predictive Power of Risk Factors for Breast Cancer For many of these diseases it is the most A
Slide 20: We can now measure genetic risk for common diseases
1 New Era of Genomics 2 Pioneering World-Leading Tools 3 Mass Commercialisation The game-changer: we can now measure genetic risk for common diseases and avoid downstream acute care costs Accurately predicting an individual’s genetic A new set of tools now enables us to capture susceptibility to dis
Slide 21: Genomics plc has the best-performing and broadest polygenic risk offering
1 New Era of Genomics 2 Pioneering World-Leading Tools 3 Mass Commercialisation Genomics plc has the best-performing and broadest polygenic risk offering Commercial Organisations * * Specialist Academic Groups * Performance of PRS as measured by area under the receiver operator curve Source: Genomic
Slide 22: Genomics plc tools are the most powerful in identifying variation in risk
1 New Era of Genomics 2 Pioneering World-Leading Tools 3 Mass Commercialisation Genomics plc tools are the most powerful in identifying variation in risk Multiplier in disease incidence between High/Low Genetic Risk for Ten Selected Common Diseases Prostate Cancer Breast Cancer CAD (men) Type 2 Diab
Slide 23: Commercial opportunities across 3 customer segments
1 New Era of Genomics 2 Pioneering World-Leading Tools 3 Mass Commercialisation Commercial opportunities across 3 customer segments leverage the same underlying technology Enterprise Life Sciences Payers & Providers Double-digit $m contract with US life A Population Health Applications (Requires cli
Slide 24: Successful NHS clinical trial establishes clinical utility
B2B2C Enterprise Payers & Providers Life Sciences Successful NHS clinical trial establishes clinical utility World-first trial, HEART, using Genomics QRISK2 versus CVD IRT risk assessment in cardiovascular disease 832 participants prevention carried out with the NHS Demonstrates successful integrati
Slide 25: Strong support from clinicians, key opinion leaders, and patients
B2B2C Enterprise Payers & Providers Life Sciences Strong support from clinicians, key opinion leaders, and patients “Advances in risk prediction have contributed to the significant fall we’ve seen in cases of heart and circulatory diseases in recent decades. Personalised medicine, including incorpor
Slide 26: World first large scale roll out of genetic risk scores in healthcare
B2B2C Enterprise Payers & Providers Life Sciences World first large scale roll out of genetic risk scores in healthcare Our Future Health (OFH), the flagship UK programme with the NHS to recruit 5M participants over 5 years Genomics will be the exclusive supplier of Genetic Risk Tools in OFH Risk in
Slide 27: Deliver population level risk stratification and clinical benefits
B2B2C Enterprise Payers & Providers Life Sciences Deliver population level risk stratification and clinical benefits Implemented across England for 45 to 65 year olds, we project: Avoid 18,560 CVD 700,000 hidden individuals would be Events identified as high risk for CVD - potentially avoiding 18,56
Slide 28: © 2023 Genomics plc – CONFIDENTIAL – All Rights Reserved
© 2023 Genomics plc – CONFIDENTIAL – All Rights Reserved
Slide 29: Q&A
Q&A 17 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 30: AGM
AGM to start at 11am. 18 © IP GROUP PLC 2023 | LIFE SCIENCES INVESTOR UPDATE
Slide 31: Annual General Meeting
11:00AM 15 JUNE 2023 Annual General Meeting. 19
Slide 32: Resolutions
Resolutions. Receive Report and Accounts for year ended 1. 31 December 2022 11. Re-elect Ms Aedhmar Hynes 2. Approve Directors’ Remuneration Report 12. Re-elect Mr Greg Smith Declare Final Dividend of £0.0076 per share for year ended 3. 31 December 2022 13. Re-elect Dr Elaine Sullivan 4. Re-appoint
Slide 33: Proxy Results
Proxy Results. Votes For Discretion Votes Against Votes Withheld Resolution Votes % Votes % Votes % Votes 1. 751,804,789 99.98 5,210 0.01 23,443 0.01 5,668,073 2. 643,182,974 85.98 5,210 0.01 104,756,327 14.01 9,557,004 3. 757,473,862 99.98 5,210 0.01 12,452 0.01 9,991 4. 752,186,188 99.29 5,210 0.0
Slide 34: Thank you
Thank you. 22 © IP GROUP PLC 2023