Revvity, Inc. · NYSE:RVTY
Revvity — 42nd J.P. Morgan Healthcare Conference 2024
17 slides from Revvity's conference presentation, Jan 9, 2024
Slide 1: J.P. Morgan 42nd Healthcare Conference
J.P. Morgan 42nd Healthcare Conference Prahlad Singh Chief Executive Officer January 9, 2024
Slide 2: Safe Harbor
Safe Harbor This presentation contains "forward-looking" statements which are statements relating to future events. These statements include those relating to estimates and projections of future earnings per share, cash flow and revenue growth and other financial results, developments relating to ou
Slide 3: Revvity powers new possibilities for the future of human health
Revvity is a company which powers new possibilities for the future of human health Revolutionizing human Embracing the impossible health at an accelerated to improve lives [vita] [rev] speed 33
Slide 4: Our company profile: global scale with differentiated positioning
Our company profile: global scale with differentiated positioning 2023E Non-Covid Revenue Mix Life Sciences ~47% Consumables, Services, Software ~$2.7B ~80% Expanding the Instruments boundaries of human ~53% ~20% Diagnostics potential through science ~44% ~27% ~29% AMERICAS EMEA APAC Note: Based on
Slide 5: Life Sciences at-a-glance
Life Sciences at-a-glance Pioneering innovation to propel our life sciences customers’ R&D efforts ✓ Reagents (antibodies, oligos) for Select brands and products biomarker analysis $0.7B ✓ Flow-based assays Reagents, Assays, ✓ Cell and gene therapy ~$1.3B & Services ✓ Single-cell applications Flow C
Slide 6: Diagnostics at-a-glance
Diagnostics at-a-glance Leading franchises dedicated to advancing human health Select brands and products ✓ Autoimmune $0.7B ✓ Allergy ImmunoDx ~$1.4B ✓ Infectious disease (e.g., TB) Auto-immune Assays Infectious Disease Assays 2023E Revenue ✓ Newborn screening $0.5B ✓ Maternal and fetal health $35B
Slide 7: Bringing it all together: powering innovation from Research to Reality
Bringing it all together: powering innovation from Research to Reality Helping scientists to discover Enabling labs to help physicians more and translate faster guide patient treatment Clinical Development Screening DISCOVER & Drug Discovery DIAGNOSE Diagnostics DEVELOP Basic Research Monitoring Pro
Slide 8: Revvity's Differentiation
Revvity’s Differentiation 8
Slide 9: Differentiating through our Approach, Products, Positioning
Differentiating through our… Approach Products Positioning 9
Slide 10: Our approach: serving our customers as a strategic partner
Our approach: serving our customers as a strategic partner Strategic partner for… Partnership Spotlight: PIN-POINTTM BASE EDITING TECHNOLOGY Pre-clinical innovation Multiple Customer ✓Licensing ✓Products ✓Services Access Points GMP manufacturing Clinical Pre-clinical Executed first clinical Launched
Slide 11: Our products: specialized offerings that foster scientific innovation
Our products: specialized offerings that foster scientific innovation and positively impact human health Proteogenomics & Product Enhanced Imaging Portfolio Multiomics Reagents Spotlights Quantum GX3 microCT imaging TotalSeqTM solution Scientific Data Management Automated Indirect Automated Newborn
Slide 12: Our positioning: unique portfolio will continue to foster growth
Our positioning: unique portfolio will continue to foster growth and drive attractive profitability profile % of Total ‘23E Growth Profile Portfolio Solutions Included Positioning Revenue ($2.7B) ImmunoDx ✓ Strong recurring revenue mix with accretive margin profiles 60% 9-11% LS Reagents ✓ Cutting-e
Slide 13: Our positioning: unique revenue mix in China drives differentiated performance
Our positioning: unique revenue mix in China drives differentiated performance Our China exposure Strong recovery Recurring driven by ~70% of Dx revenue now revenue from represents >50% of ~40% Life Sciences specialized $2.7B 17% Life Sciences ImmunoDx (e.g., Total ‘23E Revenue China revenue, consis
Slide 14: Looking Ahead
Looking Ahead 14
Slide 15: Key focus areas in 2024
Key focus areas in 2024 Driving CROSS-COMPANY INNOVATION & INNOVATION Despite uncertain building on core growth accelerators demand environments… Capturing COST EFFICIENCIES and EFFICIENCY commercial and operational SYNERGIES through sound execution …carrying momentum into Revvity’s 2nd year Strateg
Slide 16: Differentiated long-term outlook through economic cycles
Differentiated long-term outlook through economic cycles Our outlook for 2025 and beyond: 200 bps 75 DD above market bps / year growth normal market environment assumed to be 4-6% growth Operating Margin Organic Growth Adj. EPS Growth Expansion Formal 2024 guidance to be provided on our upcoming 4Q2
Slide 17: Revvity.com
Revvity.com
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