AbCellera Biologics Inc. · NASDAQ:ABCL

AbCellera Biologics — Investor Presentation (February 2022)

34 slides from AbCellera Biologics's investor presentation, February 2022

Slide 2: Disclaimer
DISCLAIMER This presentation contains forward-looking statements, including These statements involve risks, uncertainties and other factors that may statements made pursuant to the safe harbor provisions of the Private cause actual results, levels of activity, performance, or achievements to be CORP
Slide 3: Strong Portfolio & Balance Sheet: Corporate Highlights
STRONG 35 155 PORTFOLIO DISCOVERY partners cumulative programs under contract & BALANCE 69 $754M SHEET PROGRAMS started in cash, cash equivalents & marketable securities 5 $44M COPYRIGHT © ABCELLERA C O R P O R AT E H I G H L I G H TS MOLECULES in accounts & AS OF SEPTEMBER 30, 2021 in the clinic ac
Slide 4: The Problem, Our Solution
THE PROBLEM OUR SOLUTION LIMITED TECHNOLOGIES & FRAGMENTED APPROACHES BRING BETTER CORPORATE OVERVIEW can’t keep pace with antibody next 50 antibodies took ANTIBODIES TO drug discovery. 6 years PATIENTS, FASTER. first 50 antibodies approved by FDA took We deliver lead candidates in less time and wit
Slide 5: We Had a Bold Vision
WE HAD A BOLD VISION team CORPORATE OVERVIEW To build the most technologically advanced antibody discovery engine with INTEGRATION OF TEAMS & technology facilities TECHNOLOGIES COPYRIGHT © ABCELLERA AT SCALE 5
Slide 6: Years of Expertise, Where We Are Now
10 YEARS OF EXPERTISE (founded in 2012) CORPORATE OVERVIEW WHERE WE ARE NOW $100Ms IN TECH DEVELOPMENT & ACQUISITIONS WE PROVIDE + PARTNERS WITH 500K SQ.FT. OF FACILITIES (total lab, office, & manufacturing spaces by 2024) THE COMPETITIVE COPYRIGHT © ABCELLERA EDGE THEY NEED. + 380 EMPLOYEES 6
Slide 7: Where We're Going
WHERE WE’RE GOING FORWARD INTEGRATION TO ACCELERATE DRUG DEVELOPMENT. CORPORATE OVERVIEW AbCellera Development Partner Development 2012-2021: Antibody Discovery 2021-2024: Preclinical to IND Phase 1, 2, 3, Approval Tech Stack 1 2 3 4 5 Expansion into GMP / CMC Manufacturing SOURCE SEARCH DECODE ANAL
Slide 8: Partnering with the Best Drug Developers of All Sizes
D I S C L O S E D P A RT N E R S H I P S PARTNERING WITH THE BEST DRUG DEVELOPERS OF ALL SIZES. CORPORATE OVERVIEW We forge partnerships with large cap pharmaceutical companies, biotechnology companies of all sizes, and non-profit and government organizations through flexible deal structures: royalt
Slide 9: Partners Look to Us to Unlock New Targets & Next-Gen Modalities
OUR PARTNERS LOOK TO US TO UNLOCK NEW TARGETS & NEXT-GEN MODALITIES 28% 72% CORPORATE OVERVIEW DIFFICULT targets STANDARD targets TA R G E TS multi-pass high homology peptide-MHC membrane targets targets targets radioisotope bispecific single domains IgGs, IgMs, IgAs conjugates antibodies (VHH) COPY
Slide 10: Custom-Built Data Science Allows Scalable Integration of Cutting-Edge Tech
CUSTOM-BUILT DATA SCIENCE ALLOWS SCALABLE INTEGRATION OF CUTTING-EDGE TECH WITH COMPUTATION & AI CORPORATE OVERVIEW Addressing the compounding data complexities of antibody discovery requires the following: 1 2 3 Proprietary technologies Proprietary data science Artificial intelligence and that can
Slide 11: Tech Stack: Make Every Step Count
T E C H STA C K MAKE EVERY STEP COUNT. Complex data integration driven by interlocking technologies optimizes each step with a compounding effect on the entire process. CORPORATE OVERVIEW 1 2 3 4 5 SOURCE SEARCH DECODE ANALYZE ENGINEER DELIVER immune responses millions of hundreds of hundreds to fin
Slide 12: Enabling Technologies
DATA ACCUMULATED CORPORATE OVERVIEW SOURCE SEARCH DECODE ANALYZE ENGINEER ENABLING TECHOLOGIES Optimized High-Throughput Automated Customized Protein Engineering Immunization Single-Cell Single-Cell Bioinformatics, & Multispecifics Screening Genomics & High-Throughput Development from any species, R
Slide 13: Leadership Team
LEADERSHIP TEAM TEAM IS EVERYTHING. Our founder-led team of 380+ employees includes engineers, data scientists, scientists, and business professionals. EXECUTIVES BOARD OF DIRECTORS CORPORATE OVERVIEW Andrew Booth, MBA Neil Berkley, MBA, MS Carl Hansen, PhD Peter Thiel Michael Hayden, MB, ChB, PhD,
Slide 14: Strong Growth in Portfolio of Program Starts with Large Set of Partners
Strong growth in portfolio of Program Starts with large set of partners FINANCIALS # of Cumulative # of Cumulative # of Discovery Partners Programs Under Contract Program Starts CORPORATE OVERVIEW 35 155 69 35 160 70 30 140 60 27 52 120 25 50 103 100 20 40 80 15 30 60 10 20 40 5 20 10 0 0 0 COPYRIGH
Slide 15: Five Molecules in the Clinic, Over a Dozen in Preclinical Development
Five molecules in the clinic, over a dozen in preclinical development. FINANCIALS MOLECULE STAGE PARTNER THERAPEUTIC AREA PROGRAM TYPE bamlanivimab Marketed, Emergency CORPORATE OVERVIEW • COVID-19 (LY-CoV555) Use Authorization (EUA) AbCellera Discovery Partnership bebetelovimab Phase II • COVID-19
Slide 16: Capital Efficient Growth as Basis for Ongoing Investment
CAPITAL EFFICIENT GROWTH AS BASIS FOR ONGOING INVESTMENT FINANCIALS Cash Flow USD FROM OPERATIONS EMPLOYEES 359 CORPORATE OVERVIEW $261M $4M $3M $23M 206 107 FROM INVESTING 1 55 CASH, EQUIVALENTS & ($5M) ($6M) ($86M) ($120M) MARKETABLE SECURITIES USD $754M $564M FROM FINANCING $684M COPYRIGHT © ABCE
Slide 18: Access the Database of Natural Antibodies
01 ACCESS THE DATABASE 1 SOURCE SEARCH DECODE ANALYZE ENGINEER OF NATURAL ANTIBODIES SOURCE. IMMUNIZATION OPTIMIZATION Natural immune systems contain a massively diverse database that encodes nature’s answers for fighting disease. This database can be used to develop the drugs of the future, but it’
Slide 19: Control Immunity to Generate Better Diversity
01 CONTROL IMMUNITY TO 1 SOURCE SEARCH DECODE ANALYZE ENGINEER GENERATE BETTER DIVERSITY SOURCE. IMMUNIZATION OPTIMIZATION We generate and access a high-quality universe of antibodies for any target. We trigger immune responses from any species with the goal proprietary any source human immunization
Slide 20: More Human Antibodies, from Humanized Mice
01 MORE HUMAN ANTIBODIES, 1 SOURCE SEARCH DECODE ANALYZE ENGINEER FROM HUMANIZED MICE SOURCE. IMMUNIZATION OPTIMIZATION Source fully human antibodies from rodents to bypass the need to humanize sequences identified from non-humanized animals. With Flagship Mice: Diversity is our game. Integrated acc
Slide 21: 02 Search: High Throughput Single-Cell Screening
TECH STACK 02 SEARCH COPYRIGHT © ABCELLERA HIGH THROUGHPUT SINGLE-CELL SCREENING & FUNCTIONAL ASSAYS
Slide 22: Deeply Search Any Antibody Response with Microfluidic Single-Cell Assays
2 02 DEEPLY SEARCH ANY ANTIBODY RESPONSE WITH SOURCE SEARCH DECODE ANALYZE ENGINEER MICROFLUIDIC SINGLE-CELL ASSAYS SEARCH. SINGLE-CELL SCREENING Multiple credit card-sized devices integrating hundreds of thousands of miniaturized chambers per device to <1 nL single-cell chamber screen millions of B
Slide 23: Search for Any Antibody Property
SEARCH FOR ANY ANTIBODY PROPERTY 2 02 SOURCE SEARCH DECODE ANALYZE ENGINEER SEARCH. HIGH-THROUGHPUT SINGLE -CELL SCREENING AFFINITY LIGAND-BINDING SPECIFITY & CROSS-REACTIVITY LIVE-CELL COMBINATION COPYRIGHT © ABCELLERA 23
Slide 24: 03 Decode: Automated Single-Cell Genomics
TECH STACK 03 DECODE COPYRIGHT © ABCELLERA AUTOMATED SINGLE-CELL GENOMICS & REPERTOIRE PROFILING
Slide 25: Amplify Lead Candidates with Repertoire Sequencing
3 03 AMPLIFY LEAD CANDIDATES SOURCE SEARCH DECODE ANALYZE ENGINEER WITH REPERTOIRE SEQUENCING DECODE. REPERTOIRE SEQUENCING 1 2 3 4 START FROM SEARCH DECODE ANALYZE EXPRESS, CHARACTERIZE, VALIDATE SELECT new antibody pairs in parallel iterative 2 5 SEQUENCE MAP, ANNOTATE, PAIR COPYRIGHT © ABCELLERA
Slide 26: Amplify Options from a Single-Cell Lead Through Repertoire Sequence Mapping
3 SINGLE-CELL LEAD L I N E A G E T R E E ADDITIONAL LEADS L I N E A G E T R E E 03 SOURCE SEARCH DECODE ANALYZE ENGINEER G G DECODE. REPERTOIRE SEQUENCING S I AMPLIFY OPTIONS FROM A SINGLE-CELL LEAD S I I I I THROUGH S S R R R I S S REPERTOIRE S I I I SEQUENCE R I R I I I MAPPING R SR R R R R R I R
Slide 27: 04 Analyze: Customized Bioinformatics, Expression & Bioanalytics
TECH STACK 04 ANALYZE CUSTOMIZED BIOINFORMATICS, COPYRIGHT © ABCELLERA HIGH-THROUGHPUT EXPRESSION & BIOANALYTICS
Slide 28: See the Big Picture with Meaningful Data
4 04 SEE THE BIG PICTURE WITH SOURCE SEARCH ANALYZE ENGINEER MEANINGFUL DATA. ANALYZE. BIOINFORMATICS & VISUALIZATION Grasp the complexity of large single cell antibody datasets. Celium™, our proprietary software brings data to life. Designed to visually explore data, interrogate every parameter, he
Slide 29: Select the Best, of the Best
4 04 SELECT THE BEST, OF THE BEST. SOURCE SEARCH ANALYZE ENGINEER ANALYZE. BIOINFORMATICS & VISUALIZATION Use developability HIGH-THROUGHPUT EXPRESSION BINDING VALIDATION FUNCTIONAL VALIDATION EPITOPE BINNING information to help select your best leads. Validate hundreds of antibodies with high-throu
Slide 30: 05 Engineer: Protein Engineering & Multispecifics Development
TECH STACK 05 ENGINEER COPYRIGHT © ABCELLERA PROTEIN ENGINEERING & MULTISPECIFICS DEVELOPMENT
Slide 31: Combine Any Two Antibodies to Create Native Bispecifics
5 05 COMBINE ANY TWO ANTIBODIES TO SOURCE SEARCH ENGINEER CREATE NATIVE BISPECIFICS. ENGINEER. EXPRESSION & BIOANALYTICS STANDARD PARENTAL IgG’s mutation mutation Example mutations 3 protein-protein interfaces at a heavy-light A C with 1 to 4 mutations per chain (Fab) VH domain to ensure correct int
Slide 32: Improve Development of Bispecifics with a Clinically-Validated Platform
5 05 IMPROVE DEVELOPMENT OF BISPECIFICS SOURCE SEARCH ENGINEER ENGINEER. EXPRESSION & BIOANALYTICS WITH A CLINICALLY-VALIDATED PLATFORM. Faster development with native IgG-like format. Diverse panels. Stable + manufacturable. Proven platform. • Optimized discovery yields • Standardized mAb protocols
Slide 33: Engineer Fit-for-Purpose Lead Antibody Candidates
5 05 ENGINEER FIT-FOR-PURPOSE SOURCE SEARCH ENGINEER LEAD ANTIBODY CANDIDATES. ENGINEER. EXPRESSION & BIOANALYTICS Our protein engineering tool-kit supports next-generation antibody therapeutics, such as VHH constructs, humanization, deimmunization, optimization, reformatting, and most recently, bis

AbCellera Biologics — Investor Presentation (February 2022) on 6ix

AbCellera Biologics — Investor Presentation (February 2022)

Slide 1: Corporate Overview

Slide 2: Disclaimer

Slide 3: Strong Portfolio & Balance Sheet: Corporate Highlights

Slide 4: The Problem, Our Solution

Slide 5: We Had a Bold Vision

Slide 6: Years of Expertise, Where We Are Now

Slide 7: Where We're Going

Slide 8: Partnering with the Best Drug Developers of All Sizes

Slide 9: Partners Look to Us to Unlock New Targets & Next-Gen Modalities

Slide 10: Custom-Built Data Science Allows Scalable Integration of Cutting-Edge Tech

Slide 11: Tech Stack: Make Every Step Count

Slide 12: Enabling Technologies

Slide 13: Leadership Team

Slide 14: Strong Growth in Portfolio of Program Starts with Large Set of Partners

Slide 15: Five Molecules in the Clinic, Over a Dozen in Preclinical Development

Slide 16: Capital Efficient Growth as Basis for Ongoing Investment

Slide 17: 01 Source: Optimized Immunization

Slide 18: Access the Database of Natural Antibodies

Slide 19: Control Immunity to Generate Better Diversity

Slide 20: More Human Antibodies, from Humanized Mice

Slide 21: 02 Search: High Throughput Single-Cell Screening

Slide 22: Deeply Search Any Antibody Response with Microfluidic Single-Cell Assays

Slide 23: Search for Any Antibody Property

Slide 24: 03 Decode: Automated Single-Cell Genomics

Slide 25: Amplify Lead Candidates with Repertoire Sequencing

Slide 26: Amplify Options from a Single-Cell Lead Through Repertoire Sequence Mapping

Slide 27: 04 Analyze: Customized Bioinformatics, Expression & Bioanalytics

Slide 28: See the Big Picture with Meaningful Data

Slide 29: Select the Best, of the Best

Slide 30: 05 Engineer: Protein Engineering & Multispecifics Development

Slide 31: Combine Any Two Antibodies to Create Native Bispecifics

Slide 32: Improve Development of Bispecifics with a Clinically-Validated Platform

Slide 33: Engineer Fit-for-Purpose Lead Antibody Candidates

Slide 34: AbCellera Investor Relations