10x Genomics, Inc. · NASDAQ:TXG

10x Genomics — Stifel Virtual Healthcare Conference 2020

43 slides from 10x Genomics's conference presentation, Nov 16, 2020

  1. Slide 1: Serge Saxonov, CEO, Co-Founder

    Serge Saxonov CEO, Co-Founder November 2020

  2. Slide 2: Disclaimer

    Disclaimer Certain statements in this presentation and the accompanying oral commentary are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe har

  3. Slide 3: 10x Today

    10x Today $246M 2019 revenue 68% Yearly revenue growth in 2019 1,990+ Installed instruments $150K+ Consumable pull-through 2,000+ Peer reviewed publications Note: Annual consumable pull-through per instrument as of December 31, 2019. Installed instruments as of June 30, 2020. Peer reviewed publicati

  4. Slide 4: Century of Biology

    Century of Biology © 10X GENOMICS, INC. 2020. 4

  5. Slide 5: Biology is Immensely Complex

    Biology is Immensely Complex 3 billion DNA bases in the genome Each cell with its own epigenetic program Transcribed into tens of thousands of mRNA molecules Each cell with a unique set of expressed genes 40 trillion cells Translated into tens of thousands of proteins Each immune cell with its own u

  6. Slide 6: The Need for High Resolution at Massive Scale

    The Need for High Resolution at Massive Scale Genomics-Led Path to Understanding Human Biology Second Phase First Phase Focus on DNA Expand to address all of biology Compile the ‘parts list’ Understand the parts and of human biology learn how to manipulate them Human Genome Project Genome wide assoc

  7. Slide 7: Gene Expression at the Right Resolution and Scale

    Gene Expression at the Right Resolution and Scale Conventional gene expression Single cell data for thousands of cells tSNE tSNE 2 2 tSNE tSNE 1 1 Note: t-SNE projection of approximately 10,000 mouse brain cells derived from the combined cortex, hippocampus and ventricular zones of embryonic day 18

  8. Slide 8: Major Discoveries Across Life Sciences

    Major Discoveries Across Life Sciences © 10X GENOMICS, INC. 2020. 8

  9. Slide 9: Deep Expertise Across Diverse Disciplines

    Deep Expertise Across Diverse Disciplines Hardware Chemistry Biology Software Data © 10X GENOMICS, INC. 2020. 9

  10. Slide 10: Complete Solutions

    Complete Solutions Instruments Consumables Software © 10X GENOMICS, INC. 2020. 10

  11. Slide 11: Innovation Engine

    Innovation Engine Chromium Connect Next GEM Platform Cell Surface CRISPR Antigen Targeted Gene (v2) High Definition Proteins Profile Specificity Expression Immunology Visium Platform Single Cell High Definition Single Cell Single Cell (v3) Single Cell Single Cell Multiome Gene Expression Immunology

  12. Slide 12: Product Platforms

    Product Platforms Traditional Platforms Chromium Visium . Bulk Single Cell Spatial © 10X GENOMICS, INC. 2020. 12

  13. Slide 13: Chromium Platform: Millions of Parallel Reactions

    Chromium Platform: Millions of Parallel Reactions Sample Chromium Controller Next generation Analysis and and consumables sequencer visualization software Fewer than 25% of customers own a DNA sequencer © 10X GENOMICS, INC. 2020. 13

  14. Slide 14: Mapping T-cell Receptors to Antigens

    Mapping T-cell Receptors to Antigens © 10X GENOMICS, INC. 2020. 14

  15. Slide 15: Visium Platform: Rich Spatial Characterization

    Visium Platform: Rich Spatial Characterization Sample Visium Next generation Analysis and consumables sequencer visualization software Fewer than 25% of customers own a DNA sequencer © 10X GENOMICS, INC. 2020. 15

  16. Slide 16: Software: 10x Cloud

    Software: 10x Cloud Note: 10x Cloud currently available with limited access © 10X GENOMICS, INC. 2020. 16

  17. Slide 17: Third platform: In Situ Analysis

    Third platform: In Situ Analysis Measure and visualize molecules directly in tissue with subcellular resolution 2mm 50μm Example of visualization of 120 genes identified in a mouse Fresh Frozen brain section (10μm thick). Each colored symbol represents a unique targeted RNA. Each panel at different

  18. Slide 18: Acquisitions of ReadCoor and CartaNA

    Acquisitions of ReadCoor and CartaNA Note: Acquisition of CartaNA completed on August 21, 2020. Acquisition of ReadCoor completed on October 13, 2020. © 10X GENOMICS, INC. 2020. 18

  19. Slide 19: Rapid Growth in Publications Across Life Science

    Rapid Growth in Publications Across Life Science 2016 2017 2018 2019 2020 Note: Cumulative publications published based on data generated using our products. Represents cumulative publications per quarter. Data as of November 11, 2020. © 10X GENOMICS, INC. 2020. 19

  20. Slide 20: Replacing the Legacy Toolkit Across Biology

    Replacing the Legacy Toolkit Across Biology © 10X GENOMICS, INC. 2020. 20

  21. Slide 21: Underpenetrated Market: Real-Time PCR Comparison

    Underpenetrated Market: Real-Time PCR Comparison ~50,000 1,993 Real-Time PCR Units Globally Chromium Instruments Large market opportunity Note: 10x estimates for RT-PCR data are based on market research. Chromium instruments sold are as of June 30, 2020. © 10X GENOMICS, INC. 2020. 21

  22. Slide 22: Creating New Markets Across Life Science Research

    Creating New Markets Across Life Science Research Science and tools-based transformation of healthcare Global life science research tools $50B+ Applications where 10x offers immediate alternatives or is complementary $13B We view much of this Adoption within total market high throughput opportunity

  23. Slide 23: Focused and Experienced Commercial Organization

    Focused and Experienced Commercial Organization 97 of the top 100 global research institutions today 19 of top 20 global biopharmaceutical companies today Industry Leadership Named partner Human Cell Atlas and other large projects 1,993 instruments sold as of June 30, 2020 Low customer concentration

  24. Slide 24: Chromium Use Case: University of Pittsburgh

    Chromium Use Case: University of Pittsburgh Single cell genomics core facility supports early adoption One placement has grown to 14 Individual placements are typically shared by several labs with between 2-5 users University of Pittsburgh outsources nearly all of its sequencing to third- party prov

  25. Slide 25: Global Commercial Footprint

    Global Commercial Footprint North America EMEA APAC 55% of revenue 22% of revenue 23% of revenue High touch direct organization of 250+ FTEs with 100+ commissioned sales executives Direct in North America and most EU countries with commercial partners supporting the rest of world Note: Revenue by ge

  26. Slide 26: 950+ Patents Issued or Filed

    950+ Patents Issued or Filed Key Platforms Technologies Chromium Single Cell Visium Spatial In Situ Analysis Partitioning techniques Array designs and fabrication Detection chemistries Barcoding assays Spatial barcoding Gel matrix and clearing Instrumentation and software Sample preparation Instrume

  27. Slide 27: Exceptional Financial Profile

    Exceptional Financial Profile +49% Revenue ($mm) y/y +34% +17% y/y y/y +67% +96% +76% y/y y/y 68% y/y 2019 Revenue growth +97% y/y (23%) y/y +97% y/y +113% y/y +128% y/y 2017 2018 2019 2020 $158k 79% ~84% Instrument pull-through Gross margin Revenue from consumables Note: Annual consumable pull-thro

  28. Slide 28: Toward a Comprehensive View of Biology

    Toward a Comprehensive View of Biology . Note: In Situ platform not commercially available. © 10X GENOMICS, INC. 2020. 28

  29. Slide 29: © 10X GENOMICS, INC. 2020.

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  30. Slide 30: Appendix

    Appendix © 10X GENOMICS, INC. 2020. 30

  31. Slide 31: Targeted Gene Expression

    Targeted Gene Expression ● More flexibility ● More scale ● More applications Single Cell Single Cell Spatial Gene Expression Immune Profiling Gene Expression Note: Targeted single cell gene expression and immune profiling launched in May 2020. Targeted spatial gene expression launched in October 202

  32. Slide 32: Targeted Gene Expression, Built the 10x Way

    Targeted Gene Expression, Built the 10x Way Hybrid capture enrichment for versatile, sensitive, customizable targeting Note: Targeted single cell gene expression and immune profiling launched in May 2020. Targeted spatial gene expression launched in October 2020. © 10X GENOMICS, INC. 2020. 32

  33. Slide 33: Ready-to-use 10x Genomics Content Offering

    Ready-to-use 10x Genomics Content Offering Fixed gene panels with comprehensive content • Tissue specific marker genes • Major signaling pathways • Common biomarkers Human Pan-Cancer Human Gene Signature • Disease targets for drug discovery ~1250 genes ~1140 genes Human Immunology Human Neuroscience

  34. Slide 34: From Discovery to Focused Transcriptomics

    From Discovery to Focused Transcriptomics Targeted product built for 10x assays Increased experimental efficiency Reduced sequencing cost WTA and targeted gene expression from the same cells Expected 80% 80%reduction reduction Core assay compatibility Content and customization © 10X GENOMICS, INC. 2

  35. Slide 35: Chromium Single-cell Multiome ATAC+Gene Expression

    Chromium Single-cell Multiome ATAC+Gene Expression • Deeply characterize cell types and states • Connect regulatory elements and gene activity • Interpret epigenetic profiles using expression markers © 10X GENOMICS, INC. 2020. 35

  36. Slide 36: Unlocking Rules of Epigenetic Programming

    Unlocking Rules of Epigenetic Programming DNA Epigenome RNA Proteins Blueprint Program Output Results Directly linking the program and output from the same cell © 10X GENOMICS, INC. 2020. 36

  37. Slide 37: Unlocking Rules of Epigenetic Programming

    Unlocking Rules of Epigenetic Programming Epigenome RNA DNA Proteins Blueprint Program Output Results Directly linking the program and output from the same cell © 10X GENOMICS, INC. 2020. 37

  38. Slide 38: High Concordance Between the Two Read-Outs

    High Concordance Between the Two Read-Outs GEX ATAC 24,000 PBMCs © 10X GENOMICS, INC. 2020. 38

  39. Slide 39: Dive Deep Where It Matters

    Dive Deep Where It Matters Discover novel disease-specific open chromatin regions ATAC Monocytes 24kb Normal B cells Tumor B cells © 10X GENOMICS, INC. 2020. 39

  40. Slide 40: Visium: Immunohistochemistry with Gene Expression

    Visium: Immunohistochemistry with Gene Expression Immunohistochemistry (IHC) Visium Gene Expression IHC + Visium Gene Expression + = CD3 CD29 DAPI CD3 RNA Selected from a transcriptome Merged Note: Visium spatial gene expression with Immunofluorescence announced in June 2020. © 10X GENOMICS, INC. 20

  41. Slide 41: Visium: Targeted Gene Expression

    Visium: Targeted Gene Expression Whole Transcriptome, Standard Visium Reads per spot: 50,000 Pan-Cancer Panel Reads per spot: 10,000 Note: Targeted spatial gene expression expected launch date in Fall 2020. © 10X GENOMICS, INC. 2020. 41

  42. Slide 42: Visium: FFPE on Spatial Gene Expression

    Visium: FFPE on Spatial Gene Expression FFPE Recently fixed 7-year archival Standard tissue preservation Mouse brain Breast cancer Note: FFPE compatibility for Visium gene expression expected in 1H 2021. © 10X GENOMICS, INC. 2020. 42

  43. Slide 43: Cell Ranger 4.0 Supports Our New Products

    Cell Ranger 4.0 Supports Our New Products Getting to better results faster Targeted Gene Expression Cell Ranger Enhancements • 3’ and 5’ Gene Expression • Up to 4x faster runtime • Multi-sample aggregation • Dual-indexed read support • Support for custom panels © 10X GENOMICS, INC. 2020. 43

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