Scientists enabling Healthcare™ INVESTOR PRESENTATION JUNE 2020
Forward-Looking Statements Except for historical information, the matters discussed herein may be considered "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. Such statements include declarations regarding the intent, belief or current expectations of the Company and its management, including those related to cash flow, gross margins, revenues, and expenses are dependent on a number of factors outside of the control of the company including, inter alia, the markets for the Company’s products and services, costs of goods and services, other expenses, government regulations, litigations, and general business conditions. See Risk Factors in the Company’s Form 10 -K for the fiscal year ended July 31, 2019. Investors are cautioned that any such forward-looking statements are not guarantees of future performance and involve a number of risks and uncertainties that could materially affect actual results. The Company disclaims any obligations to update any forward-looking statement as a result of developments occurring after the date of this presentation.
Our Mission Through a connection with the market, provide advanced biotechnology solutions to the global healthcare community as affordable, flexible, quality products and services. ENZ (NYSE) $81M (FY19 Revenue) 445 Global Employees operating in 9 countries 450+ Patents and Patent Applications Global Headquarters in NY with a worldwide distribution network Product manufactured under GMP guidelines Clinical services performed at NYS DOH regulated, CAP, CLIA certified facility
Our History Over 40 years of Improving Healthcare through Innovative Technology
Markets We Serve Across the drug development pipeline – from basic research, drug discovery and process optimization through to diagnostics and therapeutics – Enzo provides solutions. Drug Discovery Drug Development Diagnostics & Delivery Toxicology Clinical Chemistry Immunohistochemistry Cancer Metabolism Bioprocess Molecular Diagnostics Oncology Epigenetics Neurology Vaccine Development Immunology Pathology Immunology Infectious Disease Animal Care Microbiology Genetics
Leadership Team World Class Management
Investment Highlights Full spectrum of capabilities across Pioneers in global products Capitalizing Labeling & Delivering market: on industry Unique vertical Detection – significant cost integration conceptual tailwinds From reduction to the Actively Strategically enables innovation, amid addressing Extensive, positioned for Genome to market while innovation and product design, tremendous Whole Cell – maintaining COVID-19 innovative substantial disruption within manufacturing, demand for Transforming healthy from multiple intellectual growth and product sales, molecular the healthcare angles property estate value creation the market margins market service delivery diagnostics
Our Unique Structure An Integrated Diagnostics Company Invent. Develop. Validate.
Advantages of Vertical Integration
Tremendous Demand for Molecular Diagnostics Molecular Diagnostics Market Opportunity Annual TAM ($ million) $8 $7.1 $7 $6.5 HCV $7 HBV $6.0 $6 $5.6 HIV $6 $5.2 HSV $4.9 $5 HPV $4.6 $5 BV CT/NG $4 Women's Health $4 Infectious… $3 2012 2013 2014 2015 2016 2017 2018 $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 Global North America • Molecular diagnostics (MDx) is only a small segment within the ~$170 billion clinical lab market where Enzo sells its overall diagnostics offering • Thousands of labs in the U.S. can be enabled with MDx technologies but lack capability, and today’s MDx technologies are expensive • Closed systems, high-cost reagents dominate the segment • Require specially trained medical technologists • Inexpensive open systems lack content due to IP barriers
Affordable Solutions for Growing Market Pressure Enzo’s affordable products and services, relying on their unique integrated structure, reduces cost of goods layering, thereby combating low reimbursement rates Technology Product Clinical & IP Development Validation & Scale
Enzo is Challenging the Norm to Create Economic Value Open System Solution: Enzo’s Molecular Diagnostics Platform
ADDRESSING COVID-19 FROM MULTIPLE ANGLES
Complete, Affordable Solutions for COVID-19 Enzo is well-equipped to provide the testing, processing and detection/analytics for this large and growing market Virus Detection IgG/IgM/IgA Immunity Inflammation Therapy Serological “antibody” ELISA test that relies Proprietary Molecular Promising proprietary on a cytokine storm Diagnostic Kits offer diagnostic testing drug candidate for panel for monitoring improved scale, utilizing ELISA prevention or throughput, and sensitivity treatment CMS reimbursement CMS reimbursement of of $42 per analyte per $100 per test test Patent issued for SK1-I
Virus Detection Virus Detection SARS-CoV- 2 Detection with GENFLEX™ Platform
IgG/IgM/IgA Immunity IgG/IgM/IgA Immunity SARS-CoV-2 Immunity Detection • Immunoglobulin G (IgG)/ Immunoglobulin M (IgM)/ Immunoglobulin A (IgA) ELISA (enzyme-linked immunosorbent assay) plates for detecting and quantifying antibodies to identify individuals who were infected, with or without symptoms • Unlike many competitor assays, differentiates between immunoglobulin, allowing clinicians to identify the different stages of infection • Test performed in clinical lab using common lab workflow • Demonstrates high specificity and high sensitivity detection • Turnaround time 24 hours; accurate and economical results • Easily scalable
Virus Detection COVID-19 Detection Swab Test Complemented by Immunity Test Provides a View of Disease Progression IgG/IgM/IgA Immunity The presence of IgM and IgG antibodies coupled with RT-PCR results demonstrate the possible clinical scenarios that can be encountered. Combining molecular and serological testing can increase the understanding of COVID-19 diagnosis.
Inflammation Inflammation Cytokine Storm Immunoassay for Inflammation Monitoring • Commercialization of full inflammation panel including detection of Interleukin 6 (IL-6) levels to enable administration of immunosuppressant to treat Coronavirus patients demonstrating hyper immune response • Enzo 96-well ELISA plate test is performed in a clinical lab using common lab workflow • Turnaround time is 24 hours and results are accurate and economical • Easily scalable
Therapy Therapy Monitoring and Possible Treatment with SK1-I • Potential Use of Drug Candidate SK1-I for Prevention and/or Treatment of Cytokine Release Syndrome and Respiratory Failure • Therapeutic studies based on a promising proprietary drug candidate (SK1-I) which may have potential in the treatment of COVID-19 • Drug has already demonstrated immunosuppressant response in a recognized, chemically-induced animal model of Lupus and has previously passed preliminary toxicology studies • FDA approval of existing proprietary product garnering interest as potential treatment for COVID-19 • U.S. Patent issued
POSITIONED FOR SUCCESS THROUGH FOCUSED ADVANCEMENT OF ESTABLISHED TECHNOLOGIES AND PLATFORMS
Our Assets Applying our capabilities to provide affordable patient care within key diagnostic segments
Full Service Clinical Lab Enzo Clinical Labs performs 99% of all testing on site, operating 24/7
Full Service Clinical Lab Full Services and Accreditations • Enzo Clinical Labs performs 99% of all testing on site, operating 24/7 • Enzo technology validated for use in high volume clinical testing by a qualified on-site LDT team • STAT Lab Capabilities • Extensive courier route within the Northeast • Field technical staff for client education • All technical staff are NYS Clinical Laboratory Licensed Technologists • Licensure in all 50 states • In network with national and local insurance companies • (e.g., United Healthcare, Aetna, Cigna, BCBS, Fidelis) • EMR integration capabilities Laboratory Accreditations include:
Global Sales and Service Structure Supporting our Brand Globally • Global PhD field team to support customer’s technical needs • Global customer service team, communicating in multiple languages • Constant customer interaction and education through on-site visits, as well as social media • Thousands of products, developed from dozens of technologies, and spanning hundreds of applications • Products and platforms cited in thousands of research publications
Life Sciences Reagents, Kits, and Services Providing solutions to researchers, drug and diagnostic developers, and clinicians across the globe ENZO Headquarters & Clinical Lab Production EU Sales Offices NY BE, CH, DE, FR, UK 12 Distributors EU Logistics, CH Product Manufacturing, MI covering APAC 9 Direct Sales Offices & 45 Distributors for a Sales & Technical Support in Local Languages 2 Logistics Centers with same-day Global Shipping Capabilities
FINANCIAL PROFILE
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