Natera, Inc. · NASDAQ:NTRA
Natera — Corporate Update (October 2019)
19 slides from Natera's corporate update, Oct 10, 2019
Slide 1: Natera Inc. Oncology call
Natera Inc. Oncology call October 10, 2019 1 Not for reproduction or further distribution.
Slide 2: Safe harbor statement
Safe harbor statement This presentation contains forward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, including statements regarding the market opportunity, produ
Slide 3: Signatera success to date
Signatera success to date ✓ Published validation studies in 4 cancer types (Nature, JAMA Oncology, etc.) ✓ Completion of 2 additional studies (pan-cancer monitoring and neoadjuvant breast) ✓ FDA breakthrough status ✓ ~25 biopharma partnerships ✓ $50 million partnership with BGI ✓ Draft Medicare loca
Slide 4: Agenda
Agenda ● Signatera overview ● Data presented to date ● Key commercial pathways: ✓ Direct pharma channel ✓ Direct clinical channel ✓ Partnership in China with BGI Genomics ✓ Partnership with Foundation Medicine 4 Not for reproduction or further distribution.
Slide 5: Oncology MRD market opportunity
Oncology MRD market opportunity ctDNA / Liquid biopsy Early Monitoring Therapy detection $15B selection Based on internal company estimates 5 Not for reproduction or further distribution.
Slide 6: Natera's technology designed to analyze cell-free DNA
Natera’s technology designed to analyze cell-free DNA ● 10+ years of Novel experience with molecular Powerful cell free DNA bioinformatics method ● >2 million tests performed Reproductive health Oncology Organ transplant ● Single molecule sensitivity in a tube of blood 6 Not for reproduction or furt
Slide 7: How Signatera works
How Signatera works Sequencing of tumor tissue, Custom design and manufacture Use personalized assay to test to identify unique signature of of personalized mPCR assay for patient’s blood for presence of tumor mutations each patient, targeting the top 16 circulating tumor DNA (ctDNA) clonal mutation
Slide 8: Why personalized and tumor-informed?
Why personalized and tumor-informed? Requirements for effective Personalized, monitoring and MRD assessment tumor-informed Ultra-sensitive detection of small ✓ Enough variants to track 1 traces of tumor DNA ✓ Ultra-deep sequencing at >100,000X NGS coverage Accurate measurement of ✓ Measure only clon
Slide 9: Signatera validated across multiple tumor types
Signatera validated across multiple tumor types JAMA JAMA Clinical Cancer Clinical Cancer Nature Journal of Journal of Oncology Research Nature Clinical Oncology Research Clinical Oncology Oncology Colon1 Breast2 Lung3 Bladder4 88% sensitivity to relapse 89% sensitivity to relapse 92% sensitivity to
Slide 10: Signatera outperforms CT imaging for evaluating response to Keytruda immunotherapy
Signatera outperforms CT imaging for evaluating response to Keytruda immunotherapy Example: H&N cancer Current Mean Tumor Molecules / mL Therapy response evaluated every standard Pseudo-progression 6-12 weeks with CT imaging Target Lesion (% Change) of care Up to 1 in 10 patients experience Complica
Slide 11: ctDNA changes predict outcomes
ctDNA changes predict outcomes ctDNA decrease at 6 weeks correlates ctDNA clearance at any time during with 2x higher survival* treatment correlates with 100% survival* *Survivals are during the follow up period 11 Not for reproduction or further distribution.
Slide 12: Key commercial channels
Key commercial channels Direct channel Clinical Direct channel Pharma 100K+ clinical patients/yr Hiring oncology Pharma 1 million+ genetic Presence 50+ active pharma partners focused sales reps BD reps tests/yr in China Study enrichment, Application Cancer Stage II-III CRC, Offer Signatera Treat on
Slide 13: Direct pharma channel strategy
Direct pharma channel strategy Indications: ● Trial enrichment ● Treatment on molecular recurrence ● Tracking neoantigens ● Therapy effectiveness monitoring 13 Not for reproduction or further distribution.
Slide 14: $50M oncology-focused partnership with BGI
$50M oncology-focused partnership with BGI Benefits to Natera $35 million upfront1 Ongoing royalties Signatera™ distribution $15 million milestones2 on sales in China 1. $35 million upfront to Natera. $6 million prepayment to BGI for sequencing services 2. Delivered upon achievement of key milestone
Slide 15: CMS issues draft local coverage in CRC
CMS issues draft local coverage in CRC • Stage II – III colorectal cancer • Estimated > 1MM tests per year • Use case mirrors CEA testing currently in NCCN guidelines 15 Not for reproduction or further distribution.
Slide 16: Unmet need #1 in CRC: Effective monitoring for relapse
Unmet need #1 in CRC: Effective monitoring for relapse ● 25-30% of patients Avg time to relapse (months)4 Serial testing to detect relapse4 relapse1,2 98%* ● Over 85% of relapses 88% 8.7 months months caught too late for 8.7 lead time 14.2 mos 69% lead time 64% curative surgery1,2 with with Signater
Slide 17: #2: Assessing risk/MRD status before adjuvant chemo
#2: Assessing risk/MRD status before adjuvant chemo ● Most patients are cured with surgery alone # patients treated to benefit one but still receive chemotherapy 11 ● Adjuvant chemo is recommended for patients at high risk of relapse – High-risk patients often missed – Low-risk patients significantl
Slide 18: Enabling a new market with Foundation Medicine
Enabling a new market with Foundation Medicine Tumor sequencing leadership Cell free DNA leadership Personalized tumor monitoring for patients who have had FoundationOne®CDx 100,000+ patients annually receive FMI testing 50+ active biopharma partnerships Expands access for cancer monitoring 18 Not f
Slide 19: ©2019 Natera, Inc. All Rights Reserved.
©2019 Natera, Inc. All Rights Reserved. Not for reproduction or further distribution.