Genetic Signatures Ltd. · ASX:GSS
Genetic Signatures — Investor Presentation (July 2017)
29 slides from Genetic Signatures's investor presentation, July 2017
Slide 1: Investor Update – July 2017
~ Sar = Ee ¢ eS ~ ae PA <i Genetic signatures Investor Update — July 2017
Slide 2: Disclaimer
Disclaimer This presentation was prepared by Genetic Signatures Limited known as “Genetic Signatures“, (“GSS” or “the Company”), in order to discuss its business with various interested parties. This presentation in its entirety has been released to the market via the Australian Securities Exchange
Slide 3: Company Overview
Company Overview § Genetic Signatures Limited (GSS) designs and manufactures proprietary molecular diagnostic (MDx) test solutions for rapid and specific identification of diseases and infections § GSS fully owns its proprietary molecular 3base™ technology with multiple patents issued, expiring in 2
Slide 4: Commercial Progress
Commercial Progress § June quarter Sales revenue growth of 16% on the previous corresponding period § $13.2M cash as of 30 June 2017 § Growing global profile through participation at EU, AU and US industry events coincides with offshore expansion § New sales and marketing appointment supports overal
Slide 5: Product Progress
Product Progress § Successful launch of new 3base™ EasyScreen™ STI detection kit: global addressable STI testing market estimated at US$550M in 2017 § First sale and delivery of beta-release 3base™ EasyScreen™ Flavivirus and Alphavirus detection kit § First product trial of new 3base™ EasyScreen™ Ex
Slide 6: EasyScreen STI Detection Kit Progress
EasyScreen™ STI Detection Kit Progress § Successful launch of 3base™ EasyScreen™ Sexually Transmitted Infection (STI) Detection Kit — simultaneously detects the 12 most commonly encountered STIs and has superior multiple infection detection over existing hospital testing techniques § First commercia
Slide 7: EasyScreen Flavivirus Detection Kit Progress
EasyScreen™ Flavivirus Detection Kit Progress § GSS exhibited at the 27th European Congress of Clinical Microbiology and Infectious Diseases in April — Highlighting the improved detection of Flaviviruses with GSS’ 3base™ technology following a successful Vanuatu Dengue Detection Clinical Trial with
Slide 8: Upcoming Activities
Upcoming Activities § Focus remains on sales growth, product range expansion and market share expansion § New global product trials underway or commencing this quarter § Research and development on new kits and assays continues, including kits for atypical respiratory infections, antibiotic resistan
Slide 9: Corporate Summary
Corporate Summary Financial Information (A$) Top Shareholders % ASX Code GSS Asia Union Investment Pty 35.4% Limited Shares on Issue 104.6M Market Capitalisation $45M Citicorp Nominees Pty Ltd 16.2% Share Price (at market close 25 UBS Nominees Pty Ltd 6.5% $0.43 July 2017) Directors, Management and
Slide 10: Genetic Signatures: Transforming Global Molecular Diagnostics
Genetic Signatures Transforming Global Molecular Diagnostics 10
Slide 11: Genetic Signatures - 3Base Technology
Genetic Signatures - 3Base™ Technology A transformational MDx technology enabling customers to identify a wider array of patient infections § GSS’ 3Base™ platform is a proprietary molecular technique which changes naturally occurring DNA and RNA sequences to reduce sequence variation between subtype
Slide 12: Unique 3Base Technology
Unique 3Base™ Technology § GSS’ unique platform technology converts original 4-base microbial genome to 3-base, thereby reducing complexity in molecular testing § Applicable in testing for infectious diseases and chronic diseases including cancers § The conversion occurs during standard procedures a
Slide 13: Technology - 3Base
Technology - 3Base™ § Massive reduction in complexity § e.g, a 10 digit number comprised of the numbers 1,2,3 and 4 has 1,048,576 combinations § a 10 digit number comprised of the numbers 1,2 and 3 has 59,049 combinations § Reduces complexity by 97% yet maintains or increases accuracy § Sufficient i
Slide 14: Advantages of 3Base Technology
Advantages of 3Base™ Technology Patient Pathology Groups / Government Hospitals § Patients receive more § Cost savings due to § Reduces hospital stays accurate test results decreased time spent through more effective § Faster turn around evaluating samples infection detection time: 4-5 hours vs. 4-5
Slide 15: EasyScreen Testing Kits
EasyScreen™ Testing Kits § First products to market: § 22 gastroenteritis pathogens including viral, bacterial and protozoan § 15 common respiratory infections § 12 common sexually transmitted infections § Being adopted by major hospitals and pathology laboratories for detection of infectious diseas
Slide 16: Case Study: St Vincent's Hospital Gastroenteritis Evaluation
Case Study: St Vincent’s Hospital Evaluation Study on Gastroenteritis - Powerful evidence of efficacy Pathogen Conventional EasyScreen™ § 221 patient samples compared to Methods* traditional culture, microscopy and Campylobacter 7 9 antibody based tests Salmonella 8 9 Shigella 5 6 § Results in 4 hou
Slide 17: Case Study: Evaluation Study on STI Detection Kit
Case Study: Evaluation Study on STI Detection Kit - Results from 846 Specimens Hospital Pathogen detected EasyScreenTM § 846 patient samples compared to Traditional current testing, includes culture, and C. trachomatis 48 31 other molecular tests N. gonorrhoeae 24 27 LGV 1 1* § Identified 503 infect
Slide 18: EasyScreen Products in Development
EasyScreen™ Products in Development § Product expansion will drive revenue and market share growth § Product development pipeline includes tests for: § 2nd generation respiratory virus § Atypical pneumonia § Meningitis § Additional products being readied for sale: § Antibiotic resistance panel § Fla
Slide 19: Global Growth Strategy and Commercial Progress
Global Growth Strategy and Commercial Progress 19
Slide 20: Growing Global Molecular Diagnostics Market
Growing Global Molecular Diagnostics Market § Molecular Diestimatedics (MDx) Market estimated to be US$7.6B in 2017 representing 11% of the overall in vitro Diagnostics (IVD) market of $US69B § MDx market forecast to grow at an above system CAGR of 9.3% exceeding overall IVD market growth as MDx tec
Slide 21: Large Addressable Markets
Large Addressable Markets § GSS’ current diagnostics products and pipeline products account for >50% of microbiology/ virology diagnostics segment § This total addressable market was $US1.1B in 2012 and estimated to be worth US$2.1B by 2017 2017 Estimate of Microbiology/Virology 2017 Estimate of GSS
Slide 22: Regulatory Approvals Now Secured in Large Portion of Global Market
Regulatory Approvals Now Secured in Large Portion of Global Market - Driving Revenue § Full regulatory approval for ~22% of the global market in Gastroenteritis testing, with partial approval (Clinical Concentrators, Analyte 2017 Estimate MDx Market Size by Region (USD) Specific Reagents) in the USA
Slide 23: Significant Offshore Opportunity
Significant Offshore Opportunity § Strong revenue growth in Australia validates commercial potential of products in offshore markets § Full regulatory approval for ~22% of the global market (Australia and Europe) - Enteric products have full CE-IVD approval in Europe which is 10-20x Australian marke
Slide 24: Global Growth Strategy
Global Growth Strategy § Focus on regions with regulatory approvals § Australia, Europe and US = >80% of world market § Extend footprint in both Europe and US § Europe has unique testing and reimbursement strategies – local knowledge is critical § Full distributor model in select countries, with loc
Slide 25: Commercialisation Progress – Australia
Commercialisation Progress – Australia § Major hospital and pathology group customers including St. Vincent’s Sydney and Australian Clinical Labs § New Sales and Marketing Director appointment to support growth § Two new products to be released § Australia forms base for EU and US approvals and rele
Slide 26: Commercialisation Progress - Europe
Commercialisation Progress - Europe § Addressable market of ~US$435M § Western Europe = ~20% global molecular diagnostics market § Expanding team to work with European Director and Distributors § Trials underway and more planned § Full EU regulatory approval for complete enteric suite allows unrestr
Slide 27: Commercialisation Progress – North America
Commercialisation Progress – North America § Up to ~US$1,265M addressable market § US = 50-60% global molecular diagnostics market § Analyte Specific Reagents (specialist sales) launched at largest US microbiology conference § Allows 3Base™ sales to thousands of CLIA-certified laboratories § Trials
Slide 28: Outlook
Outlook Further strong growth expected in FY18 § Launch of regulatory approved products into Australia and EU § ASR product trials planned for the US § Alliances made with leading KOL and health laboratories Progressing significant offshore opportunities § Expect to capture a similar % of sales in E
Slide 29: Contact: John Melki Chief Executive Officer
Contact: John Melki Chief Executive Officer john@geneticsignatures.com www.geneticsignatures.com 29
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