Microba Life Sciences Limited · ASX:MAP

Microba Life Sciences — Q4 2023 Earnings Presentation

25 slides from Microba Life Sciences's earnings presentation, Jul 26, 2023

  1. Slide 1: Transforming health through the human microbiome

    rsonal use only Transforming health through the human microbiome July 2023

  2. Slide 2: 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

  3. Slide 3: Two core business segments driven by a proprietary databank

    Two core business segments driven by a proprietary databank Services Databank Therapeutics rsonal 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 developing to c

  4. Slide 4: Company Snapshot

    Company Snapshot rsonal 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-leading t

  5. Slide 5: Recent Milestones

    Recent Milestones rsonal use only FIRST DISTRIBUTION AGREEMENT EXPANSION INTO 7 NEW COUNTRIES First agreement executed to deliver Microba’s advanced Signed agreements for Poland, Hungary, Romania, infectious disease test MetaPanelỰinto Australia Croatia, Türkiye, Czech Republic and Brazil PHASE 1 CL

  6. Slide 6: Microbiome Services

    rsonal use only Microbiome Services Driving global revenues and data growth 6

  7. Slide 7: Q4 Financial Highlights – Strong growth in Personal Testing revenue

    Q4 Financial Highlights – Strong growth in Personal Testing revenue rsonal use only Q4 FY23 Revenue versus pcp* H2 FY23 Revenue versus H1 * FY23 Revenue versus FY22 * (A$m) (A$m) (A$m) Growth rate Growth rate Growth rate versus pcp versus pcp versus pcp 3.26 5.42 2.25 15% 21% 52% 4.69 1.86 1.28 2.15

  8. Slide 8: Advanced microbiome testing addressing large markets in healthcare

    Advanced microbiome testing addressing large markets in healthcare Addressable Healthcare Markets rsonal 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? selectiv

  9. Slide 9: Advanced, comprehensive GI testing for chronic GI disorders

    Advanced, comprehensive, GI testing for improved management of chronic GI disorders rsonal use only Large addressable patient population est. >150m ppl Comprehensive GI and microbiome assessment - Diagnostic and investigative gastrointestinal health markers (7 markers) - Diagnostic pathogen and para

  10. Slide 10: Unlocking the power of metagenomics for enteric infections

    Unlocking the power of metagenomics for comprehensive assessment of enteric infections rsonal 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 species - vi

  11. Slide 11: Microba's leading international bench of healthcare partners

    Microba’s leading international bench of healthcare partners rsonal 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 Microba’s He

  12. Slide 12: Significant international distribution expansion for Microba's testing services

    Significant international distribution expansion for Microba’s testing services rsonal use only Leading bench of healthcare partners provides access into 35 countries with 13 now operational Contracted partner/s operational Access to this country through existing distribution partner network 12

  13. Slide 13: Global growth driven through Microba's distribution partner network

    Global growth driven through Microba’s distribution partner network rsonal use only Executing to progressively Partner Success Program Stages move partners through Microba’s partner success program to provide Stage 1 Stage 2 Stage 3 Stage 4 Microba-powered testing Planning & Operationalisation Sales

  14. Slide 14: Microbiome Therapeutics

    rsonal use only Microbiome Therapeutics Developing novel monoclonal microbial cell therapies 14

  15. Slide 15: A therapeutic revolution. Novel, precision microbiome therapeutics

    A therapeutic revolution. Novel, precision microbiome therapeutics rsonal use only Precision Microbiome Therapeutics Innovative Pipeline  Precision microbiome analysis platform delivering  Excellent safety profile unparalleled accuracy, coverage & depth.  Scalable GMP manufacturing for high dose

  16. Slide 16: Repeatable, scalable, data-driven platform discovering monoclonal microbial cell therapies

    Repeatable, scalable, data-driven platform discovering novel monoclonal microbial cell therapies rsonal use only Population Identify AI & Advanced Monoclonal Disease testing groups Biostatistics microbial Models Healthy drug lead Orally administered, healthy Disease human donor derived, monoclonal b

  17. Slide 17: Rapid progress tapping the therapeutic potential of the human microbiome

    Rapid progress tapping the therapeutic potential of the human microbiome for major chronic diseases rsonal use only Inflammatory Bowel Disease Cancer Immunotherapy Autoimmune Diseases PHASE I IN PROCESS PRECLINICAL SCREENING Recently Completed Recently Completed Recently Completed  Phase I HREC app

  18. Slide 18: Inflammatory Bowel Disease program – MAP 315

    Inflammatory Bowel Disease program – MAP 315 Addressing a key gap in existing therapy for UC sufferers rsonal 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 Billion) 1

  19. Slide 19: Immuno-oncology program – Positive first animal data

    Immuno-oncology program – Positive first animal data 1 Human clinical data driven lead candidate discovery 2 Proof of concept achieved in immune checkpoint inhibitor (ICI) refractive mouse model rsonal use only Positive animal efficacy data has been generated for Microba’s immuno-oncology therapeuti

  20. Slide 20: Autoimmune disease program - Positive first in vitro results

    Autoimmune disease program - Positive first in vitro results Building towards biobank of valuable therapeutic assets rsonal use only  Novel high-throughput anaerobic cultivation and screening platform has been established in partnership NYSE: DNA | Market cap $4.7B* | Boston HQ  First results have

  21. Slide 21: The start of a therapeutic revolution

    The start of a therapeutic revolution 1 First Generation 2 Second Generation 3 Next Generation rsonal 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 $106.5

  22. Slide 22: Some recent IBD and microbiome deals

    Some recent IBD and microbiome deals Licensee / Licensor / Date Type Deal size Indication / clinical stage Acquiror Target rsonal use only Apr 2023 Acquisition Total deal size: US$10.8b Ulcerative Colitis (phase 2) Crohn’s disease (phase 2A) Autoimmune diseases (phase I or pre clinical) July 2022 R&

  23. Slide 23: Outlook

    Outlook MICROBA Ajuo asn yeuosia

  24. Slide 24: Upcoming Milestones for 2023

    Upcoming Milestones for 2023 2023 2023 2023 JAN – MAR APR - JUN JUL - DEC rsonal 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 deals

  25. Slide 25: rsonal use only

    rsonal use only Dr Luke Reid Chief Executive Officer luke.reid@microba.com Head Office Level 10, 324 Queen Street Pas quale Rombola Brisbane QLD Australia Chairman pasquale.rombola@microba.com Laboratory Princess Alexandra Hospital Woolloongabba QLD Australia

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