Abcellera Biologics Inc. · NASDAQ:ABCL
Abcellera Biologics — Investor Presentation (November 2023)
21 slides from Abcellera Biologics's investor presentation, Nov 3, 2023
Slide 1: Corporate Overview
November 2023 CORPORATE OVERVIEW
Slide 2: Disclaimer
CORPORATE OVERVIEW COPYRIGHT © AECELLERA ry DISCLAIMER This presentation contains forward-looking statements, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The forward-looking statements. are based on management's beliefs an
Slide 3: An antibody discovery engine delivering optimal clinical candidates with precision and speed
CORPORATE OVERVIEW sig an antibody discovery engine delivers optimal clinical candidates to the clinic - Seater precision and speed Investments in technology can improve the productivity of drug development. Long-term value creation begins with building a great company that can create multiple produ
Slide 4: Drug development has three steps
CORPORATE OVERVIEW DRUG DEVELOPMENT HAS THREE STEPS. Target Drug Clinical Identification Discovery Development regulations, technology, science, manufacturing, lab space, talent e e e IDEATION PRODUCT CREATION PRODUCT TESTING 3 to 5 years 7 to 10 years
Slide 5: Technology can make a big impact on product creation
TECHNOLOGY CAN MAKE A BIG IMPACT ON PRODUCT CREATION. a _" | 1: Peak sales Illustrative drug development investment profile: CORPORATE OVERVIEW Technology intensive Years since Oo program start 6y 7y 8y 9 Oy ty 12 ly 2 3y 4y Sy By iy iy ey 17 18y 19y 20y 2ly Phase 1 — Phase 2 — Phase3 Commercial Sal
Slide 6: Strategy #1 and Strategy #2
CORPORATE OVERVIEW STRATEGY #1 Be best in world in antibody therapeutics from target to the clinic. STRATEGY #2 Build a large and diversified portfolio of stakes in future antibody therapeutics.
Slide 7: Strategy #1: Be best in world in antibody therapeutics
CORPORATE OVERVIEW STRATEGY #1 Be best in world in antibody therapeutics from target to the clinic. INFRASTRUCTURE TECHNOLOGY from TARGET pes XQ PE SO sttteeetee to PATIENTS DATA SCIENCE INTEGRATION 2x faster solve the unsolvable highest quality EXPERTS unprecedented scale
Slide 8: Best-in-world capabilities: speed and new markets
¢ SPEED S100M+ Billions PaPv | Peles profi value by accelerating approval of an by being average antibody drug by 1 year first to market * NEWMARKETS © LEVEL THE PLAYING FIELD $100B* S5OM+ newmarket opportunites MMMM small biotech savings | unlocked by drugging from not having to the undruggable rei
Slide 9: Strategy #2: Build a large, diverse portfolio of stakes
CORPORATE OVERVIEW STRATEGY #2 Build a large, diverse portfolio of stakes in future antibody therapies. PARTNER-INITIATED PROGRAMS TECHNOLOGY-DEVELOPMENT Discovery Co-Development Pre-Partnered Programs Programs Programs @ us yy
Slide 10: Partner-initiated programs: Discovery Programs
CORPORATE OVERVIEW 10 PARTNER-INITIATED PROGRAMS Discovery Programs ws High volume deals with highly diversified TARGET Partner-initiated DEAL TERMS ¢ Upfronts and research fees * Clinical milestones * Single-digit royalties on net sales positions and high ROI.
Slide 11: Partner-initiated programs: Co-Development Programs
CORPORATE OVERVIEW au PARTNER-INITIATED PROGRAMS Co-Development Programs Low volume deals with optionality for concentrated positions.
Slide 12: Technology-development: Pre-Partnered Programs
CORPORATE OVERVIEW COPYRIGHT © ACELLERA TECHNOLOGY-DEVELOPMENT Pre-Partnered Programs Untapped market T-Cell opportunity in an area with Engagers a high technical barrier to Platform entry and a rich target space that includes many targets. High-value, well-validated GPCRs & targets that have been l
Slide 13: Pre-partnered programs: T-cell engagers
CORPORATE OVERVIEW COPYRIGHT © AECELLERA PRE-PARTNERED PROGRAMS: T-CELL ENGAGERS BRING BEST-IN-CLASS T-CELL ENGAGERS TO THE CLINIC, FASTER strike the e. right balance We have developed hundreds of CD3-binding antibodies that are differentiated from commonly used molecules. build bispecifics We preci
Slide 14: Portfolio diversified across modalities, partner size, and deal type
PORTFOLIO DIVERSIFIED [am osee ACROSS MODALITIES, on | PA RTNER SIZE, AND esi) wna QEQ DEAL TYPE. Novartis canon = i E ey QGcnead svIQGM. KODIAK ° wu x . S Rallybio AAU eS partner-initiated partner-initiated pre-partnered program B discovery co-development starts (TCE, GPCR, ion program starts** pro
Slide 15: One decade of engine building
CORPORATE OVERVIEW a) ONE DECADE OF ENGINE BUILDING. “J2p employees across 4 countries and 3 continents 6 30K* sq.ft. of facilities lab, office, & manufacturing spaces by 2024 SSOOM* platform investments captazation S800M* in equity raised since 2012 sheet Sealey in government contracts and financin
Slide 16: AbCellera secures $222M non-dilutive funding
wi = x a a =) 2) z a z =) im =) o wi iS <x = Ee a AbCellera secures $222M (CAS300M) non-dilutive funding to accelerate execution of strategy and bring pre-partnered programs into clinic Investments will further strengthen leading engine to discover and develop antibody therapies, from target to pati
Slide 17: Pipeline update
PIPELINE UPDATE > RECELLERR DPYRIGHT 7 PROGRAMS Two AbCellera-led programs advancing into IND-enabling studies. MOLECULE TARGET INDICATION THERAPEUTIC POTENTIAL AREA DIFFERENTIATION November 2"4, 2023 POTENTIAL MARKET SIZE ABCL575 OX40L atopic dermatitis immunology and A best in class inflammation $
Slide 18: Technology and company building, partnering, pre-partnered programs
2 TECHNOLOGY -~————— _ PRE-PARTNERED PROGRAMS PEOPLE & PLATFORM & COMPANY + GPCRs and ion channels + Team development 3 BUILDING + T-cell engagers + Data science Pandemic response (COVID-19) + Translational science + Manufacturing 1 \ — PARTNERING CORPORATE OVERVIEW On PARTNERED PROGRAMS Deal qualit
Slide 19: It's hard. It's valuable. It's defensible.
CORPORATE OVERVIEW IT'S HARD THAT fe, IT'S VALUABLE& IT'S DEFENSIBLE. ‘te AbCellera’s competitive moat 7 TECHNOLOGY | IT's BECAUSE . DATA SCIENCE ~~ Po eeecceeceensceerer yy, INTEGRATION
Slide 20: Solve the problem from target
solve the problem FROM TARGET
Slide 21: Thank you
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