Cerus Corporation · NASDAQ:CERS
Cerus — Investor Presentation (August 2021)
15 slides from Cerus's investor presentation, Aug 4, 2021
Slide 1: Cerus Corporation
Cerus Corporation August 4, 2021 Not to be Reproduced
Slide 2: Forward Looking Statements
Forward Looking Statements The following presentation contains forward-looking statements concerning Cerus’ products, prospects and expected results, including statements relating to Cerus’ 2021 annual product revenue guidance, including Cerus’ expectations of sequential quarterly revenue growth in
Slide 3: Focused on Safeguarding the Blood Supply
Focused on Safeguarding the Blood Supply Our Mission To make the INTERCEPT® Blood System the standard of care in transfusion medicine Pathogen Inactivation/Reduction Market Leader Global sales in >40 countries INTERCEPT® Blood System Red Blood Fibrinogen Platelets Plasma Cells* Complex *In developme
Slide 4: Building Commercial Momentum
Building Commercial Momentum 2020 Highlights 2021 Outlook Full year 2020 Product Revenue Full year 2021 Product Revenue Guidance $91.9 million; +23% year/year $118 million - $122 million* Growth led by growing U.S. adoption of Represents projected year/year growth of INTERCEPT platelets approximatel
Slide 5: Q2:21 Recap
Q2:21 Recap Trailing Twelve Month Product Revenues Q2:21 Highlights • INTERCEPT platelets rapidly becoming $100 preferred choice of U.S. blood centers and hospitals Product Revenue ($ millions) • Robust adoption of INTERCEPT platelets at $50 leading U.S. blood centers, like the American Red Cross, i
Slide 6: Established Moat with Products Addressing Unmet Clinical Needs
Established Moat with Products Addressing Unmet Clinical Needs Concentrated & “Sticky” Customer Base Pathogen Strong Financial Reduction Position Market Leadership Regulatory & Expanding Knowhow Geographically Barriers to Entry Significant Pipeline Opportunities 6 Not to be Reproduced
Slide 7: INTERCEPT Blood System Pathogen Reduction System
INTERCEPT® Blood System Pathogen Reduction System† >9 million estimated INTERCEPT treated platelet and plasma doses globally1* 20 Years of Global Use* >300 Blood Centers >40 Countries, 10 standard of care‡ † Data as of June 30, 2021 1Dose treated estimated for Platelet and Plasma based on the number
Slide 8: Large & Growing Addressable Market Opportunity for INTERCEPT
Large & Growing Addressable Market Opportunity* for INTERCEPT Market Penetration: Current Components: Growth Drivers: Platelets: $0.7B Organic End Market Growth Untapped Today Cerus LTM Current Product Plasma: $0.4B Continued Penetration into Addressable Market Revenue Currently Served Markets $106.
Slide 9: The Road to Potentially Establishing Standard of Care & Beyond
The Road to Potentially Establishing Standard of Care & Beyond Over 3 Decades Developing and Delivering Our “Always On” Technology Across the Globe for Blood Components FDA Draft Guidance 100 Publication includes Pathogen INTERCEPT Reduction 2020 Platelets Option Product Revenue ($ millions) 75 & 20
Slide 10: Global, Growing INTERCEPT Platelet Franchise
Global, Growing INTERCEPT Platelet Franchise Established Leader In EMEA Approaching Standard of Care in the U.S. American Red Cross New York Blood Center Others OneBlood Belgium, France & Switzerland have transitioned to a 100% Versiti INTERCEPT treated platelet supply Vitalent EMEA Product Revenue
Slide 11: INTERCEPT Fibrinogen Complex: Focused Commercial Rollout
INTERCEPT Fibrinogen Complex: Focused Commercial Rollout Initial launch in five states: California Florida Louisiana Texas Wisconsin Product Delivery & Implementation Strong Sales Funnel Underway at Initial in Launch States Sites CMS granted New Technology Add-On Payment for IFC, effective October 1
Slide 12: INTERCEPT Blood System Product Pipeline
INTERCEPT® Blood System Product Pipeline Addresses Significant Global Markets & Product Improvements Phase Phase Reg. Discovery Development Marketing I/II III Review INTERCEPT® Blood System Platelets Plasma Red Cells1,2 EU U.S. Whole Blood3 Therapeutics INTERCEPT Fibrinogen Complex4 U.S. Pathogen Re
Slide 13: Strong & Improving Financial Profile
Strong & Improving Financial Profile Sales Mix Revenue Margins & Cash Flow $130 $118-122 >90% recurring SG&A leverage revenue business† $110 opportunities $91.9 Product Revenue ($ millions) $90 $74.6 Multiple Mature R&D opportunities for $70 $60.9 programs rolling off growth over the next as launche
Slide 14: A leader in the critical field of blood safety and availability
A leader in the critical field of blood safety and availability. Proprietary and proven pathogen reduction technology is an integral part of blood safety policy in the U.S. helping to potentially create a new standard of care in blood safety. An industry leader with the only FDA-approved product for
Slide 15: Cerus Corporation
Cerus Corporation Investor Relations [email protected] (925) 288-6137 Not to be Reproduced