10x Genomics, Inc. · NASDAQ:TXG
10x Genomics — J.P. Morgan Healthcare Conference 2022
30 slides from 10x Genomics's conference presentation, Jan 10, 2022
Slide 1: Mastering Biology to Advance Human Health
Mastering Biology to Advance Human Health Serge Saxonov, CEO and Co-founder © 10X GENOMICS, INC. 2022. 1
Slide 2: Disclaimer
Disclaimer Certain statements in this presentation and the accompanying oral commentary are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe har
Slide 3: Century of Biology
Century of Biology © 10X GENOMICS, INC. 2022 3
Slide 4: Biology is Immensely Complex
Biology is Immensely Complex 3 billion DNA bases in the genome Each cell with its own epigenetic program Transcribed into tens of thousands of mRNA molecules Each cell with a unique set of expressed genes Translated into tens of thousands of proteins Each immune cell with its own unique antibody 4 ©
Slide 5: Resolution and Scale to Resolve the Complexity of Biology
Resolution and Scale to Resolve the Complexity of Biology Conventional gene expression Single cell data for thousands of cells t-SNE2 t-SNE2 t-SNE2 a t-SNE1 t-SNE1 © 10X GENOMICS, INC. 2022 5 5
Slide 6: Deep Expertise Across Diverse Disciplines
Deep Expertise Across Diverse Disciplines Hardware Biology Chemistry Data Software © 10X GENOMICS, INC. 2022 6
Slide 7: Innovation Engine
Innovation Engine Breakthrough Patents Invested in research products and applications and development 7 awards 5 consecutive years Note: Breakthrough products, patents and applications, and investment numbers as of 12/31/2021. © 10X GENOMICS, INC. 2022 7 7
Slide 8: Complete Solutions
Complete Solutions Instruments Consumables Software On prem Cloud analysis © 10X GENOMICS, INC. 2022 8
Slide 9: Global Scale and Commercial Reach
Global Scale and Commercial Reach Global Commercial Team 400+ commercial employees 120+ technical support scientists Scalable Operations Manufacturing facilities in California and Singapore Integrated Research & Development R&D sites in California, Sweden, and Singapore ~50% Sales outside the US Not
Slide 10: 10x Genomics Impact
10x Genomics Impact $500M+ Annual revenue run rate 3,500+ Instruments sold 750,000+ Reactions sold 3,250+ Publications Note: Annual revenue run rate calculated based off of revenue for the quarter ended September 30, 2021 totaling $125.3 million. Installed instruments and publications as of December
Slide 11: We Fuel Discoveries Across Life Sciences
We Fuel Discoveries Across Life Sciences © 10X GENOMICS, INC. 2022 11 11
Slide 12: All Tissues are Heterogeneous and Complex
All Tissues are Heterogeneous and Complex © 10X GENOMICS, INC. 2022 12
Slide 13: Elucidating the Biology of Neurodegeneration
Elucidating the Biology of Neurodegeneration © 10X GENOMICS, INC. 2022 13
Slide 14: Understanding Autoimmunity and Autoimmune Therapies
Understanding Autoimmunity and Autoimmune Therapies © 10X GENOMICS, INC. 2022 14
Slide 15: Understanding and Fighting Cancer
Understanding and Fighting Cancer © 10X GENOMICS, INC. 2022 15
Slide 16: Powerful Discoveries Drive Funding Growth
Powerful Discoveries Drive Funding Growth Our customers’ NIH Customers spent less than CAGR of single cell funding growth rate is 1/6th of their NIH tools NIH research grants >2x the NIH average budget on 10x Genomics from 2018-2021 Note: Customers’ NIH funding growth rates based on company estimate
Slide 17: Just the Beginning of the Academic Opportunity
Just the Beginning of the Academic Opportunity 90,000+ US researchers applied for NIH funding 50,000+ 100,000+ Additional Academic Labs: US researchers performing experiments where single cell and spatial are relevant • International • Government institutions <2,500 • Private institutions Active US
Slide 18: Single Cell Adoption in Biotech and Pharma
Single Cell Adoption in Biotech and Pharma Novel target identification Biomarker discovery Response tracking in trial subjects Antibody discovery Cell response to therapies Patient stratification Cell therapy characterization Therapy method of action Biomarker correlation studies CRISPR-based screen
Slide 19: Our Three Platforms
Our Three Platforms Chromium Single Cell Visium Spatial In Situ © 10X GENOMICS, INC. 2022 19 19
Slide 20: Chromium Single Cell Platform
Chromium Single Cell Platform Advancing ‘Single Cell for All’ Vision: • Launched the Chromium X Series • Launched CellPlex and LT Kits • Launched 10x Cloud Analysis 2021 Chromium X 2020 Single Cell Multiome, Total Seq C 2019 Single Cell ATAC 2018 Single Cell Immune Profiling 2017 Single Cell Gene Ex
Slide 21: Challenge of Working with Fresh Tissue
Challenge of Working with Fresh Tissue Maintaining cell viability from collection to processing presents significant logistical challenges for many researchers Sample Single Cell Pathology Transport Cell Prep Collection Analysis © 10X GENOMICS, INC. 2022 21
Slide 22: New Kit to Enable Analysis of Fixed Tissue
New Kit to Enable Analysis of Fixed Tissue • Novel highly sensitive chemistry • Whole transcriptome • Fixation at the point of tissue collection • Streamlined sample multiplexing • Enables distributed sample collection The Fixed RNA Profiling Kit Expected in mid-2022 © 10X GENOMICS, INC. 2022 22
Slide 23: Antibody and T-cell Receptor Discovery at Massive Scale
Antibody and T-cell Receptor Discovery at Massive Scale BEAM-Ab BEAM-T Expected in 2H 2022 Expected in 2H 2022 Single experiment on SARS-CoV-2 screened: 4M+ B-cells in less than a week to yield Find optimal T Cells for 55 human broadly neutralizing antibodies with pM affinity hyper-personalized canc
Slide 24: Visium Spatial Platform
Visium Spatial Platform Advancing Spatial Biology Leadership: • Launched Visium for FFPE • Added dedicated tissue experts to support adoption • Nearly tripled publications and pre-prints 185+ 2020 Visium Publications Spatial Gene and pre-prints Expression 2020 Spatially Resolved Transcriptomics 24 ©
Slide 25: Comprehensive Visium Product Pipeline
Comprehensive Visium Product Pipeline Visium Gene and Protein Expression Visium CytAssist Visium HD More analytes More samples More resolution © 10X GENOMICS, INC. 2022 25
Slide 26: Separate Worlds of Histology and Genomics
Separate Worlds of Histology and Genomics Histology vs. Molecular Biology Sample: Tissue blocks Cells and nucleic acids Expertise: Tissue handling Sample and library prep Primary tools: Glass slides and microscopes NGS, PCR, arrays and gels © 10X GENOMICS, INC. 2022 26
Slide 27: Bridging the Worlds of Histology and Genomics
Bridging the Worlds of Histology and Genomics • Transfer molecules from pre-mounted standard glass slides to Visium slides • Adapt Visium to pre-existing histology workflows with simplified sample handling • Expand access to tissue blocks and archived samples • Broaden opportunities for studying dis
Slide 28: Foundation for our In Situ Analysis Platform
Foundation for our In Situ Analysis Platform 175+ enabling in situ patents and applications Leading Cartana-based In Situ Service Advances in hardware, chemistry and software © 10X GENOMICS, INC. 2022 28
Slide 29: Xenium
Xenium In Situ Platform Single molecule RNA and protein High-throughput FFPE and fresh frozen Pre-designed and custom panels Subcellular resolution Suite of robust analysis tools Technology Access expected in 2022 Commercial Availability expected in 2023 29
Slide 30: Thank You
Thank You 10X GENOMICS, 10X, CHROMIUM, VISIUM, and XENIUM are the trademarks or registered trademarks of 10x Genomics, Inc. 10x and other parties may also have trademark rights in other terms used herein. 30
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