Investor Presentation November 2017

Transcription

1 Investor Presentation November

2 DISCLAIMER The material contained in this document is a presentation of general information about the proposed activities of Microba Pty Ltd as at the date of this presentation. The information is provided in a summary form, does not purport to be complete and should not be relied upon. This presentation does not take into account the investment objectives, financial position or needs of any particular investor. Independent advice should be sought before making any investment decision. Inclusion of any information or data in this presentation does not imply any medical advice, recommendation or warranty. The information provided is not a substitute for the advice of an appropriate health professional. You should consult your health professional for advice. To the extent permitted by law, no responsibility for any loss arising in any way from anyone acting or refraining to act as a result of this presentation or its contents is accepted by Microba or any of its officers, employees or agents and no representation or warranty, express or implied, as to the accuracy or completeness of any of the information in this presentation is given. The information in this presentation is subject to change and unless required by law, Microba assumes no obligation to update this presentation or its contents for any matter arising or coming to Microba s notice after the date of this presentation. This presentation contains forward looking statements and comments about future events, which reflect Microba s intent, belief or expectation as at the date of this presentation. Forward looking statements involve inherent known and unknown risks, uncertainties and contingencies, both general and specific, many of which are beyond Microba s control, and there is a risk that such predictions, forecasts, projections and other forward looking statements will not be achieved. Forward looking statements are provided as a general guide only and should not be relied on as an indication, representation or guarantee of future performance. The contents of this presentation are confidential and may not be disclosed or used for any purpose other than as authorised by Microba. Unauthorised use or disclosure may give rise to significant loss to Microba. 2

3 OVERVIEW Microba is a cutting edge human gut microbiome analysis company which uses genomics to provide actionable insights into the gut microbiome. We will be the first company to offer Whole Genome Sequencing (WGS) to the public at an accessible price point. Microba will build the world s largest whole genome database of Human Gut Microbiome. This data will facilitate development of new therapeutics and personalised medicine. 3

4 BACKGROUND Founders refine Whole Genome Sequencing (WGS) for the Gut Microbiome at UQ Founders develop bioinformatics pipeline and end user reports containing actionable insights 2017 Founders complete successful Beta test with 250 participants 4

5 WHY OUR SOLUTION IS SUPERIOR We have two of the world s leading experts in microbiome analysis They have been working together for almost 20 years Pioneered methods for analysing genome-level data Published some of the highest impacting papers in the field Prof Phil Hugenholtz They expect that in the next 5-10 years, screening your microbiome will become clinically proven and commonplace; they have the expertise to be the leaders in this field Most other microbiome profiling companies use outdated sequencing technology because they do not have the expertise to cost effectively process and analyse genome-level data Prof Gene Tyson 5

6 WHOLE GENOME SEQUENCING (WGS) faecal swab microbial DNA Competitors: 16S rrna gene amplicon sequencing Microba: Whole Genome Sequencing Identifies known bacterial groups Illumina sequencing PCR amplification Illumina sequencing Identifies all* microbial species + gene function 6

7 BENEFITS OF WGS Species/strain level detection of microorganisms Ability to identify bacteria, archaea, viruses, fungi, protists Functional potential Antibiotic resistance detection Degradation of different types of fibre, protein and lactose Production of short chain fatty acids, vitamins, neurotransmitters Production of key compounds linked to health (e.g. trimethylamine) 7

8 KEY INSIGHTS GENERATED Overall Gut Health Score Beneficial Bacteria + Dietary Suggestions Pathogens and Harmful Bacteria Food Digestion Insights Capacity of microbiome to break down food components Probiotic Panel Antibiotic Resistance Are your probiotics detected? 8

9 NEAR FUTURE CAPABILITY The Whole Picture Relative abundance of fungi, parasites, and viruses in addition to bacteria, archaea Health Indicators Capacity of microbiome to produce compounds linked to health/disease Fibre Digestion Ability of microbiome to break down specific types of fibre Lactose digestion Capacity of microbiome to break down lactose 9

10 FEATURED ON ABC S CATALYST Two part series The Gut Revolution October 2017 Available on ABC I-View 10

11 WEBSITE SUBSCRIPTIONS 11

12 WHO IS INTERESTED IN MICROBA? The Unwell IBS (18% of people) IBD Diabetics Overweight Medical Professionals Gastroenterologists Allied Health GP s Worried Well Health Conscious Consumers Athletes Clinical Trials Research Institutes Pharmaceutical Companies Clinical Research Organisations 12

13 CORE SERVICE OFFERING 1. Order Microbiome Kit through website 2. Receive Gut Microbiome Kit 3. Use swab on toilet paper to collect sample 4. Receive your Microbiome Results online 13

14 REPORTS ARE ONLINE AND INTERACTIVE 14

15 HEALTHCARE PRACTITIONERS 15

16 THE PRECEDENT Ubiome US based competitor which raised $15.5M USD on >$100m valuation 23 and Me In the past 5 years the precedent has been established for Business to Consumer marketing of health services Human Microbiome Institute Large pharmaceutical companies are demonstrating a commitment to the human microbiome 16

17 BUSINESS MODEL 1. Gut Microbiome Pathology Business to consumer sampling Deliver actionable insights to clients which leads to improvements in patient health 2. Gut Microbiome Therapeutics Develop Database of Microbiome Data Create Diagnostic Tool using sampling process & database insights Culture Microorganisms for Probiotics use Partner with Pharmaceutical Companies for therapeutic development 17

18 VALUE INFLECTION POINTS Identification of microorganisms suitable for use in probiotics leading to a partnering deal 1 Start 2 Diagnostic Tool developed using data captured from thousands of samples Pharmaceutical partnering deal to alter individuals gut microbiome to the necessary state to alleviate conditions. 3 18

19 MILESTONES January 2017: Microba Pty Ltd is incorporated October 2017: Microba acquires Whole Genome Sequencing Gut Microbiome Testing Capability from UQ November 2017: Microba launches Series A Capital Raise March 2018: Microba launches services to the public 19

20 BOARD OF DIRECTORS Prof Phil Hugenholtz Prof Gene Tyson Vern Wills Pasquale Rombola Prof Ian Frazer Director Director Chairman Director Director Director, Australian Centre for Ecogenomics Australian Laureate Fellow Deputy Director, Australian Centre for Ecogenomics Managing Director and CEO, Site Group International Former start-ups: Go Talk Ltd, Dark Blue Sea Ltd Morgan Stanley 12 years Deutsche Bank 7 years AU, UK, Asia Former Chairman, Helix Resources Ltd Inventor of Gardasil Founding CEO and Director of Research, Translational Research Institute 20

21 MANAGEMENT TEAM Adam Skarshewski Software Developer Blake Wills Chief Executive Officer Dr. Alena Pribyl Science Communication Dr. Ben Woodcroft Bioinformatician Dr. Nicola Angel Sequencing Manager Dr. David Wood Lead Bioinformatician Josh Daly Bioinformatician

22 Blake Wills CEO microba.com STARTUP X 22