Inoviq Ltd · ASX:IIQ
Inoviq — Investor Presentation (April 2024)
27 slides from Inoviq's investor presentation, April 2024
Slide 1: Investor update
Investor update April 2024 Next-generation diagnostics and therapeutics ASX: IIQ
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation has been prepared by INOVIQ Limited (“INOVIQ” or the “Company”) Actual results, performance or achievements could be significantly different from those based on information available to it as at the date of this presentation. This presentation expres
Slide 3: INOVIQ strategic focus | Next-generation diagnostics and therapeutics
INOVIQ strategic focus | Next-generation diagnostics and therapeutics Exosome platform Breast Cancer • Underpins portfolio of exosome research tools, diagnostics and therapeutics Therapeutics ✓ Best-in-class exosome isolation products in-market and US$55.3b4 generating revenue to fund pipeline ✓ Dev
Slide 4: Business model | Research tools, diagnostics and therapeutics for cancer
Business model | Research tools, diagnostics and therapeutics for cancer Core technologies Exosome platform Proprietary exosome isolation technology for research, diagnostics and therapeutics SubB2M technology Novel technology for enhanced cancer diagnosis Business segments Research tools Diagnostic
Slide 5: Corporate history
Corporate history Transformed from single-asset medtech to multi-asset biotech with next generation exosome platform < 2019 2020 2021 2022 2023 2024 University of Queensland SubB2M test Proof of Concept High-Throughput EXO-NET system SubB2M/CA15-3 test detects 19% collaboration to develop BARD1 tech
Slide 6: Products & pipeline | Multi-stage diagnostics and therapeutics pipeline
Products & pipeline | Multi-stage diagnostics and therapeutics pipeline TECHNOLOGY RESEARCH TOOLS INDICATION USE RESEARCH VERIFICATION VALIDATION IN-MARKET Exosomes EXO-NET Multiple Pan-EV Capture RUO Exosomes NEURO-NET Neurology Brain Derived-EV Capture RUO Exosomes TEXO-NET Oncology Tumour Derived
Slide 7: Exosome platform
Exosome platform “Exosomes … could become Research Tools the next frontier in Diagnostics biotherapeutics” Vice President, Lonza Therapeutics “Exosome technology is becoming a mega-trend in the market” CEO, ExoCoBio 7
Slide 8: Exosomes | Significant diagnostic and therapeutic potential
Exosomes | Significant diagnostic and therapeutic potential • Exosomes are released by all cells and perform key roles in intercellular communication, immune regulation and disease progression: DNA ➢ Exosomes carry molecular cargo (DNA, RNA, proteins and lipids) that act as RNA cell messengers or bi
Slide 9: EXO-NET | Exosome isolation products in-market and generating revenue
EXO-NET® | Exosome isolation products in-market and generating revenue • Best-in-class EXO-NET pan-exosome capture (research use only) tool in-market EXO-NET and generating revenue PAN-EXOSOME CAPTURE • Enables biomarker discovery and diagnostic development • Offers speed, efficiency and scalability
Slide 10: EXO-NET | Global supply and distribution agreement with Promega
EXO-NET | Global supply and distribution agreement with Promega Supply and distribution agreement for EXO-NET products worldwide1 Apr 2024 Leading provider of innovative technologies, tools and technical support to the global life sciences industry. Based in US and generating revenues of >US$700m. E
Slide 11: EXO-NET | Other commercial partnerships driving revenue
EXO-NET | Other commercial partnerships driving revenue Sep 2023 Licence agreement for provision of EXO-NET services in US2 Leading Contract Diagnostics Organisation based in US. Agreement to use EXO-NET to provide diagnostics development services to its biotech and pharma customers. Dec 2023 Collab
Slide 12: EXO-NET | Customers and capabilities
EXO-NET | Customers and capabilities Generating revenue from EXO-NET product sales and services directly and via global partners Global co-marketing agreement with Promega Intending to out-license EXO-NET for commercial Corporation expected to accelerate revenues from diagnostic applications to big
Slide 13: Lead exosome diagnostic | Ovarian Cancer screening test
Lead exosome diagnostic | Ovarian Cancer screening test • #8 cancer in women & deadliest gynaecological cancer • 314k new cases of ovarian cancer worldwide pa1 Development Path Ovarian Cancer • 0.25% of population has Hereditary Breast and Ovarian Cancer syndrome2 Feasibility Completed • No approved
Slide 14: Exosome therapeutics for solid tumours in development
Exosome therapeutics for solid tumours in development Engineered Exosome Isolation & Enrichment • INOVIQ is developing weaponised exosomes engineered to target and treat 150 4×10 9 number of particles total protein (ug) solid tumours CAR-NK cells release 100 3×10 9 weaponized exosomes • Utilises pro
Slide 15: SubB2M cancer diagnostics
SubB2M cancer diagnostics SubB2M tests for detection and monitoring of cancer neuraminic acid (neu5Gc) 15
Slide 16: SubB2M tests for Cancer Monitoring
SubB2M tests for Cancer Monitoring INOVIQ is developing solutions for non-invasive, earlier and more accurate tests for cancer monitoring US$6.1b Breast and Ovarian Cancer diagnostics market Breast Cancer Ovarian Cancer • #1 cancer in women • #8 cancer in women, deadliest gynaecological cancer • 2.3
Slide 17: SubB2M Breast Cancer clinical data | Outperformed leading CA15-3 test
SubB2M Breast Cancer clinical data | Outperformed leading CA15-3 test Clinical Validation Study (2023)1 | detected all stages SubB2M CA15-3 vs Leading Existing Test Retrospective, case-control, clinical validation study (n=483) Breast Cancer SubB2M Roche ✓ Demonstrated SubB2M CA15-3 test detected br
Slide 18: Path-to-Market for SubB2M Breast & Ovarian Cancer monitoring tests
Path-to-Market for SubB2M Breast & Ovarian Cancer monitoring tests • SubB2M BC monitoring study Activity CY2024 CY2025 CY2026 successfully completed Feb-24 Assay Development • Engagement with potential US clinical Analytical validation laboratory partners to commercialise as Clinical validation (I-I
Slide 19: Summary and catalysts
Summary and catalysts jo WTS 4 & os Rae —_ é ST 4 ¥ y =INOVIQ
Slide 20: Summary | Positioned for growth
Summary | Positioned for growth Financial information (ASX:IIQ) $ Ordinary shares1 92,018,702 Exosome Disruptive Products Unlisted options1 8,955,756 powered technology in market 52-week H/L1 A$0.94-0.47 Next-gen exosome Proprietary exosome Exosome research tools Share price1 A$0.605 solutions for e
Slide 21: Future milestones
Future milestones CY 2024 CY 2025 ✓ EXO-NET Supply & Distribution Agreement with Promega ⚫ Commence development and validation of exosome ⚫ Agreement with Pharma/Biotech for development of Exosome program diagnostic for early detection of Alzheimer’s Disease exosome diagnostic ⚫ Commence analytical
Slide 22: Appendices
Appendices 4 “ SS ras ‘ _ ise ST 4 a =INOVIQ
Slide 23: Board & management
Board & management DAVID WILLIAMS DR GEOFF CUMMING MAX JOHNSTON PHILIP POWELL Non-Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director Experienced biotechnology director and Healthcare and biotechnology director with Healthcare industry director and Healthcare indu
Slide 24: EXO-NET | Competitor comparison to other exosome isolation methods
EXO-NET | Competitor comparison to other exosome isolation methods EXO-NET Method Immuno- Phospholipid- Size Ultra- Charge Precipitation Advantage affinity affinity Exclusion centrifugation Speed +++ +++ +++ ++ +++ + Cost-Effectivness +++ +++ ++ ++ ++ ++ Scalability High High High Med Manual Manual
Slide 25: Market Potential for Breast and Ovarian Cancer diagnostics
Market Potential for Breast and Ovarian Cancer diagnostics Breast cancer diagnostics market Key Assumptions Relevant population Total Addressable Market (US$) Eligible Laboratory Test Selling Price (US$) $150 2 Prevalence Screening Screening 4 Market Population Incidence 2 3 3 Monitoring Monitoring
Slide 26: Diagnostic deals & financings for liquid biopsy platforms
Diagnostic deals & financings for liquid biopsy platforms Acquiror / Licensee Target / Licensor Date Type Deal Size (USD) Indication US$300m upfront plus 2023 Acquisition future performance milestones ctDNA liquid biopsy technology platform of up to $150m US$450m upfront plus 2022 Acquistion future
Slide 27: Therapeutic deals for exosome & cell therapies
Therapeutic deals for exosome & cell therapies Acquiror / Licensee Target / Licensor Date Type Deal Size (USD) Indication / Clinical Stage US$1.2b incl. $1,000m upfront and $200m in Next-gen autologous CAR-T platform with Phase 2023 Acquisition milestones 1b oncology & autoimmune assets Exosome tech