Abcellera Biologics Inc. · NASDAQ:ABCL
Abcellera Biologics — Jefferies London Healthcare Conference 2023
16 slides from Abcellera Biologics's conference presentation, Nov 14, 2023
Slide 1: Jefferies London Healthcare Conference 2023
ellera BRINGING BETTER MEDICINES TO _ PATIENTS, FASTER Jefferies London Healthcare Conference 2023
Slide 2: Disclaimer
JEFFERIES LONDON HEALTHCARE 2023 COPYRIGHT © AECELLERA ry DISCLAIMER This presentation contains forward-looking statements, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The forward-looking statements. are based on managemen
Slide 3: AbCellera is building an engine that can repeatedly create first-in-class and best-in-class antibody medicines
JEFFERIES LONDON HEALTHCARE 2023 AbCellera is building an engine that can repeatedly _ first-in-class —_—s best-in-class antibody medicines Investments in technological capability can improve the productivity of drug development. Long-term value creation begins with building a great company that can
Slide 4: ~$400B market for antibody medicines
JEFFERIES LONDON HEALTHCARE 2023 COPYRIGHT © AECELLERA ~$400B* market for antibody medicines Drug discovery is complex. The most important drivers for increasing productivity in drug development are new insights into the biology of disease and nove! solutions to challenging problems. Target Clinical
Slide 5: Building a portfolio of deepening stakes in future antibody drugs with 5 approaches
JEFFERIES LONDON HEALTHCARE 2023 Building a portfolio of deepening stakes in future antibody drugs with 5 approaches. PARTNER-INITIATED PROGRAMS TECHNOLOGY DEVELOPMENT 1. Discovery Programs ws 2. Co-Development Programs ee 3. Internal Programs os
Slide 6: Partner-Initiated Programs: Discovery Programs
JEFFERIES LONDON HEALTHCARE 2023 PARTNER-INITIATED PROGRAMS 1. Discovery Programs TARGET SELECTION Partner-initiated Based on novel ideas DEAL TERMS + Upfronts and research fees * Clinical milestones * Single-digit royalties on net sales ws Assemble a large, diversified portfolio with high potential
Slide 7: Partner-Initiated Programs: Co-Development Programs
JEFFERIES LONDON HEALTHCARE 2023 PARTNER-INITIATED PROGRAMS 2. Co-Development Programs pursue opportunities to add more value and take more positions.
Slide 8: Technology Development: Internal Programs
JEFFERIES LONDON HEALTHCARE 2023 TECHNOLOGY DEVELOPMENT 3. Internal Programs T-Cell- Engager ) Platform starts creel 12 ME best-in-class On ae ee. capabilities to generate Platform program starts* first-in-class assets. Pandemic Response Platform 1 start * As of December 31, 2022
Slide 9: Leverage teams & technology to build a diversified portfolio & internal pipeline
JEFFERIES LONDON HEALTHCARE 2023 Leverage teams & technology to build a diversified portfolio & internal pipeline of first-in-class & best-in-class therapeutics. 57” oncology 1 5% neurology 11% immunology 5% ophthalmology 4% infectious disease 55% human health (known) n=81 2% dermatolog G% other 35%
Slide 10: The portfolio is diversified across modalities, partner size, and deal type
JEFFERIES LONDON HEALTHCARE 2023 PYRIGHT © ABCELLERA 10 The portfolio is diversified across modalities, partner REGENERON size, and deal type. 1) Novartis partner-initiated discovery program starts** partners * As of September 30, 2023; t As of December 31, 2022 partner-initiated co- development pro
Slide 11: Deepening portfolio of stakes evidenced by growing royalty rates
m nx o nN wa 4 <x =) x= = a <x wi = z =) a z =) a 7) w 4 wi i a wi = Deepening portfolio of stakes are evidenced by growing royalty rates. Royalty on Net Sales Includes range of royalty and royalty-equivalent rates in each contract, considering sales tiers and step-downs — 5th/ 95th percentile HB in
Slide 12: COVID-19 drug development provides a time-compressed example of program revenue structure
COVID-19 drug development provides a time-compressed example of the revenue structure of a typical program. Royalties in aggregate of (to Dec 31, i 2022);over97%of total = program revenue Approval & commercial milestones Clinical milestones Research fees m nN o Nn wu cH <x =) = = a <x wi = =z ) a z
Slide 13: The first two AbCellera-led programs are advancing into IND-enabling studies
m nN o Nn wu cH <x =) = = a <x wi = =z ) a z ) a 7) wu 4 wi i ra wi = The first two AbCellera-led programs are advancing into IND-enabling studies. MOLECULE ABCL575 ABCL635 TARGET OX40L undisclosed (GPCR orion channel) INDICATION Atopic dermatitis undisclosed POTENTIAL POTENTIAL WTSI ASU AE DIFFEREN
Slide 14: Technology, Pipeline, & Company Building
JEFFERIES LONDON HEALTHCARE 2023 COPYRIGHT © ABCELLERA a 2 TECHNOLOGY, _—_ PIPELINE, 3 & COMPANY BUILDING — PARTNERING PARTNER-LED PROGRAMS Deal quality, not volume + Deeper strategic partnerships that get partners to the clinic Execute on and expand existing strategic partnerships ABCELLERA-LED PRO
Slide 15: With strong liquidity and long cash runway
With strong liquidity and long cash runway AbCellera will continue investing in strategy execution. $200M+ ”m nx o nN wa 4 <x =) x= = a <x wi = z =) a z =) a 7) w 4 wi i a wi = Non-dilutive government funding Stronger engine. Over Highly differentiated end-to-end capabilities for propelling S | IF )
Slide 16: ce. £202 JYWIHLTVSH NOGNOT S3ldddsar
ce. £202 JYWIHLTVSH NOGNOT S3ldddsar 16
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