kevin hrusovsky chairman amp ceo
play

Kevin Hrusovsky Chairman & CEO January, 2018 Safe Harbor - PowerPoint PPT Presentation

Kevin Hrusovsky Chairman & CEO January, 2018 Safe Harbor Forward-Looking Statements This presentation and the accompanying oral commentary contain forward-looking statements that are based on our beliefs and assumptions and on


  1. Kevin Hrusovsky Chairman & CEO January, 2018

  2. Safe Harbor Forward-Looking Statements This presentation and the accompanying oral commentary contain “forward-looking” statements that are based on our beliefs and assumptions and on information available to us as of the date of this presentation. Forward-looking statements include information concerning our possible or assumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growth opportunities, addressable markets, use of proceeds and the effects of competition. Forward- looking statements include all statements that are not historical facts and can be identified by terms such as “anticipate,” “believe,” “can,” “continue,” “could,” “enable”, “estimate,” “expect,” “intend,” “may,” “might,” “objective,” “ongoing,” “plan,” “predict,” “project,” “potential,” “should,” “will,” or “would,” or the negative of these terms, or other comparable terminology intended to identify statements about the future. We may not actually achieve the plans, intentions or expectations disclosed in our forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties, assumptions and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Except as required by law, we assume no obligation to update these forward-looking statements publicly, or to update the reasons why actual results could differ materially from those anticipated in the forward-looking statements, even if new information becomes available in the future. The Company has filed with the U.S. Securities and Exchange Commission (the “SEC”) a registration statement (including a prospectus) for the offering to which this presentation relates, but such registration statement has not been declared effective. Before you invest, you should read the prospectus in that registration statement, including the Risk Factors set forth therein, and the documents incorporated by reference or filed as exhibits to the registration statement for more complete information about the Company and this offering. You may access these documents for free by visiting EDGAR on the SEC website at www.sec.gov. Alternatively, copies of the preliminary prospectus may be obtained from J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803-9204; Leerink Partners LLC, Attention: Syndicate Department, One Federal Street, 37th Floor, Boston, MA 02110, by telephone at (800) 808-7525, ext. 6132 or by email atsyndicate@leerink.com; or Cowen and Company, LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, Attn: Prospectus Department, or by calling (631) 274-2806 or by faxing (631) 254-7140. 2

  3. Marquis Management, Board and Investors Board Management Kevin Hrusovsky Chairman & CEO Martin Madaus, PhD Chairman & CEO Ortho Clinical Diagnostics Douglas Cole, MD Managing Partner Flagship Pioneering Kevin Hrusovsky Keith L. Crandell Co-Founder & Managing Director ARCH Venture Chairman & CEO John M. Connolly Senior Advisor Bain Capital Ventures David Walt, PhD Founder Quanterix & Illumina, Harvard Co-founder Liberty Lane Partners Paul Meister Marijn Dekkers, PhD Chairman, Unilever, General Electric BOD Joe Driscoll Mark Roskey, PhD David Duffy, PhD CFO Commercial CTO Value Creation – Strong Track Record • IPO 7.5x’s over subscribed; $80 million in bank • Raised $150 million past three years Ernie Orticerio Brian Keane Bruce Bal CD & Finance General Counsel Operations • Rapid Success in Research: 0 - $23M Revenue • 2020 - Diagnostics: New Deals; 750 Trials, PPH Validation Elisabeth Colunio Dan Sikkema, PhD Andreas Jermone, PhD HR Oncology Neurology 3

  4. Disruptive Biomarker Technology Enabling Precision Health Digital Sensitivity Multiple Instrument Formats Possible See Health and Disease Processes Earlier Analog Digital Competition Multiple Target Markets Less Invasive Sample Types vs. Research Diagnostics 1 Blood draw Biopsy Clinical trials 1 Precisionhealth 1 Core Simoa All Relevant Biomarkers Therapeutic Area Focus T echnology Scientific and Customer Validation Oncology Inflammation Infectious Disease DNA RNA Proteins Neurology Cardiology 4 4 1 Subject to receipt of regulatory approvals or clearances which the company has not applied for to date.

  5. Convergence of T echnology and Healthcare Measuring Life’s Variables digital biomarkers analog digital 5

  6. Molecules of Life; Genotype to Phenotype Measuring What Could Not Be Seen Before Molecules of Life 100,000+ proteins 20,000 RNA genes ~1975-1990’s ng/mL ELISA 900x pg/mL ECL ~2000-2013 Cancer Diabetes sensitivity increase fg/mL Quanterix ~2013-present Diet Sleep Exercise Stress Concussions Pollution Drugs Lifestyle Infections Radiation Environmental Factors Affect Health 6

  7. Preventative Healthcare symptoms sickness begins SICK CARE HEALTHCARE biomarker Placement of disease concentration categories is for Biopsy, illustration purposes only spinal tap cancer sick, or other invasive asymptomatic procedures neuro INVASIVENESS cardio infectious disease GOAL blood saliva urine STAGE OF DETECTION healthy I II III IV death biomarker concentration 7

  8. Preventative Healthcare symptoms sickness begins SICK CARE HEALTHCARE biomarker concentration biopsy spinal tap sick, Today asymptomatic Current ~ 205 detection Quanterix limit FDA-approved IA diagnostic tests INVASIVENESS < 1,300 Proteins consistently detected by conventional IA tech >100,000 ~ 10,500 New detection Proteins expressed in the Secreted proteins in limit human body expressed by circulation in human blood blood 20,000 coding human genes saliva urine STAGE OF DETECTION healthy I II III IV death Current biomarker concentration detection limit New detection limit * Represents limit of detection for the leading commercially available IL-2 assay and SIMOA’s limit of detection 0.01 pg/ml* 9.0 pg/ml* of IL-2 for illustrative purposes 8

  9. Illuminating the Continuum from Health to Disease Sensitivity enables researchers to expand into diseases associated with previously undetectable proteins 20 pubs 89 pubs 75 pubs 36 markers 49 markers 95 markers Oncology Neuro Inflammation InfectiousDisease Potential to be highly Potential for diagnosing TNF-α at LoD levels Significant potential to predictive of early stage Alzheimer’s dementia in >100x below reduce the spread of cancer recurrence line with current CSF traditional IAs infectious disease biomarkers 9

  10. Unprecedented Protein Detection Sensitivity Normal clinical range (median) Quanterix LoD comparison Leading ELISA LoD (2.5 SD) 1 Quanterix LoD (2.5 SD) Provider Protein Innotest Ab 42 Innotest Tau IL ‐ 6 Techne TNF ‐ α Techne C ‐ peptide ALPCO Assay IL ‐ 10 Techne INF ‐ α Millipore IL ‐ 17A Genentech Roche/Siemens PSA Ortho p24 Techne IL-5 Average 3000x Concentration, pg/ml Concentration, pg/mL Concentration, pg/mL 10

  11. Applications Oncology Neurology Cardiology ID, Inflammation TOTALS: Other* 9MM 18MM 7MM 15MM ~50MM DEATHS / YR $270B $350B $470B $140B $1.3T WW COST BIOMARKER $6B $9B $25B $38B MARKET * Other includes validation related to inflammation, technology, immunology and others Source: Health Advances analysis, ASCO, NIH, Kaiser Family Foundation, Miller 2011 J Am Coll Cardiol, O’Donoghue 2014 Ann Intern Med, WHO 11

  12. Our Product Portfolio Instruments Assay kits Services HD-1 Analyzer - $175k list SR-X - $75k list Consumables and Ab’s In-house and field based  Launched 2014  Launch 1H’18, Now Q1’18  80 assays kits including  Sample testing and Assay Dev’l homebrew / multiplex  Fully-automated  Reader only  Maintenance, warranties, training  Proprietary disk with 24 arrays  400 samples / shift  Academic, Int’l, Assay Dev’l  CLIA Certification 2H’18  30+ new assays in 2018  HD-X Trade in Q4’18  Multiplexing, smaller samples  Drug Trials for efficacy, toxicity  Portable between instruments and companion diagnostics  Nucleic Acids w/o PCR 12

  13. SR-X Pre-Launch Traction 13

  14. Strategic Roadmap to $38B Market $11B $6B Mammography $4B Core Lab IA Companion Diagnostics POC IA & $2B Molecular MS Monitoring $2B Diagnostics and Health PSA Monitoring $1B Screens Risk/Reward TBI Monitoring $1B $30B Alzheimer’s Diagnosis $1B Pharma Services $1B Pancreatic Cancer Screening and Monitoring & Future Research Research $8B* Today $3B Quanterix today Immediate Near Term (1-3 yrs) Long Term (>3 yrs) *$8B Future Life Science research is inclusive of $3B Life Science Research Today, not net. Also includes pharma services and clinical trials. Note:IA= Immunoassay, IHC = immunohistochemistry, mass spec = mass spectrometry; MS = multiple sclerosis, PSA = prostate-specific antigen, TBI = traumatic brain injury. Source:Health Advances analysis. 14

Recommend


More recommend