《2024-TXG-JPM-Healthcare-Presentation-vF.pdf》由会员分享，可在线阅读，更多相关《2024-TXG-JPM-Healthcare-Presentation-vF.pdf（32页珍藏版）》请在三个皮匠报告上搜索。

1、Accelerating the Mastery of Biology to Advance Human Health42nd Annual J.P.Morgan Healthcare ConferenceSerge SaxonovCEO and Co-founder 10X GENOMICS,INC.20242 2Certain statements in this presentation and the accompanying oral commentary are“forward-looking statements”within the meaning of the Private

2、 Securities LitigationReform Act of 1995 as contained in Section 27A of the Securities Act of 1933,as amended,and Section 21E of the Securities Exchange Act of 1934,as amended,which are subject to the“safe harbor”created by those sections.All statements,other than statements of historical facts,may

3、be forward-looking statements.Forward-looking statements generally can be identified by the use of forward-looking terminology such as“may,”“might,”“will,”“should,”“expect,”“plan,”“anticipate,”“could,”“intend,”“target,”“project,”“contemplate,”“believe,”“see,”“estimate,”“predict,”“potential,”“would,”

4、“likely,”“seek”or“continue”or the negatives of these terms orvariations of them or similar terminology,but the absence of these words does not mean that a statement is not forward-looking.These forward-looking statementsinclude statements regarding 10 x Genomics,Inc.s expected financial results,the

5、features,performance,capabilities,uses,costs,demand,market opportunities andmarket growth,drivers and adoption of our current and potential future products,as well as product roadmap,expected development directions and expected releasetimelines of potential products.These statements are based on man

6、agements current expectations,forecasts,beliefs,assumptions and information currently available.Actual outcomes and results could differ materially from these statements due to a number of factors and such statements should not be relied upon as representing10 x Genomics,Inc.s views as of any date s

7、ubsequent to the date of this press release.10 x Genomics,Inc.disclaims any obligation to update any forward-lookingstatements provided to reflect any change in our expectations or any change in events,conditions or circumstances on which any such statement is based,except asrequired by law.The mate

8、rial risks and uncertainties that could affect 10 x Genomics,Inc.s financial and operating results and cause actual results to differ materiallyfrom those indicated by the forward-looking statements made in this press release include those discussed under the captions“Risk Factors”and“ManagementsDis

9、cussion and Analysis of Financial Condition and Results of Operations”in the companys most recently-filed 10-K and elsewhere in the documents 10 x Genomics,Inc.files with the Securities and Exchange Commission from time to time.Although we believe the expectations reflected in the forward-looking st

10、atements arereasonable,we cannot guarantee future results,performance or achievements.In light of the foregoing,investors are urged not to place undue reliance on any forward-looking statement or third-party data in reaching any conclusion or making any investment decision about any securities of th

11、e Company.10 x Genomics uses filings with the Securities and Exchange Commission,its website(),press releases,public conference calls,publicwebcasts and its social media accounts as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation

12、 FD.The information contained on,or that may be accessed through,the Companys website is not incorporated by reference into,and is not a part of,this presentation.10 x Genomics products are for research use only(RUO)and are not for use in diagnostic procedures.Forward-Looking Statements 10X GENOMICS

13、,INC.2024Note:2023 revenue represents preliminary and unaudited results.Publications,patents and applications,and cumulative instruments sold are as of December 31,2023.Growth rates represent year-over-year growth compared to December 31,2022.$619M2023 Revenue+20%7,100+Publications+58%2,200Patents/A

14、pplications+25%5,900+Instruments Sold+27%Leading the Single Cell and Spatial Biology Revolution3 3 10X GENOMICS,INC.20244Robust Revenue Growth4$184M18%$49MRevenueSpatial RevenueY/Y GrowthQ4 2023$619M20%$135MFull Year 2023RevenueSpatial RevenueY/Y GrowthNote:Q4 and 2023 revenue represents preliminary

15、 and unaudited results.Growth rates represent year-over-year growth compared to December 31,2022.10X GENOMICS,INC.2024Rapid customer adoption and operational ramp5 5Rapidly scaled operations and manufacturing capacity Just one year since launch!Field teams dedicated to customer success from install

16、to insight Multiple customers with repeat Xenium instrument orders An Exceptional Launch Year for Xenium 10X GENOMICS,INC.2024Incredible customer enthusiasm 6 6The Xenium platform is providing us with unprecedented insight into the molecular pathology of diseaseat an incredible resolution.Dr.Simon G

17、regoryDuke UniversityIt works like a charm,does the job as per specs and beyond.As I said it before,its a cut above the rest.Luciano Martelotto,PhDUniversity of AdelaideAn Exceptional Launch Year for Xenium 10X GENOMICS,INC.2024Faster than CosMx34xAn Exceptional Launch Year for XeniumValidated by le

18、ading independent researchers as the best performing in situ platformHigher ThroughputMore Sensitive215xBetter than CosMx1,21.Farhi et al.Systematic benchmarking of imaging spatial transcriptomics platforms in FFPE tissues.BioRxiv(2023)(Fig.2 and underlying data).2.Martelotto et al.A comparative ana

19、lysis of imaging-based spatial transcriptomics platforms.BioRxiv(2023).3.Comparison of single cell spatial transcriptomic platform performance in adjacent prostate adenocarcinoma sections.Oz Single Cell 2023.https:/www.martelottolab.org/314xBetter than MERSCOPE137 735xBetter than MERSCOPEMore Specif

20、icBetter than CosMx3045x11 10X GENOMICS,INC.2024Early customer success,from install to insight8 8An Exceptional Launch Year for XeniumCentury of Biology9 9 10X GENOMICS,INC.2024Interactions of millions of different molecules and molecular machines 10Enormous complexity within each cell Cells form ti

21、ssues which form organsEach tissue comprises a large diversity of cells and cell typesEach cell contains its own set of expressed genes40 trillion cells in the human bodyBiology is Immensely Complex1010 10X GENOMICS,INC.2024Linked ReadsFirst launch2000212022Single CellGene Expr

22、essionImmuneProfilingEpigeneticsProteomicsNext GEMVisium SpatialNew platformsChromiumConnectMultiomeChromium X Series10 x Cloud Visium FFPEXenium PlatformVisium CytAssistSingle Cell Gene Expression FlexInvested inR&D to Date$1.5B+Patents and Applications2,200Breakthrough Products25+2023Xenium Panels

23、 Flex+Proteins Visium+Proteins1111Proven Innovation Engine 10X GENOMICS,INC.2024450Scaled for Long-Term Growth and Impact 1239Authorized DistributorsCommissionableSalesforce 170+Field and Technical Support Specialists175+Broad Commercial ReachRobust Operational Scale25032.8x4xOperations EmployeesSca

24、lable Manufacturing HubsIncrease in Manufacturing Square Footage y/yCapacity for GrowthNote:As of December 31,2023.Capacity for growth based on management estimates.121212Commercial Employees 10X GENOMICS,INC.2024NGS-BasedNGS-BasedImaging-BasedVisium SpatialXenium In SituChromium Single CellThree Pl

25、atforms to Resolve Biologys Complexity13131313 10X GENOMICS,INC.2024Catalyzed Single Cell revolutionBroad menu of assays,analytes and applicationsHigh performance,quality of data and ease of useExtensive ecosystem of customers,datasets,protocols and papersChromium Single Cell PlatformMarket-Defining

26、 Platform5,150+Cumulative Chromium Instruments Sold$468M2023 Chromium Revenue6,500+Chromium Peer-Reviewed PublicationsNote:2023 Chromium revenue represents preliminary and unaudited results.Publications and cumulative Chromium instruments sold are as of December 31,2023.1414 10X GENOMICS,INC.2024The

27、 platform for unbiased spatial analysisBridges worlds of histology and genomics Visium CytAssist delivers best-in-class experienceCompatibility with archival slides enables large-scale studiesThe Leader in Spatial Discovery2,900+Visium Customer Labs400+Peer-Reviewed Publications500+CumulativeVisium

28、CytAssistInstruments Sold Visium Spatial Platform1515 10X GENOMICS,INC.202416The In Situ Performance Leader Independently validated as the best performing In Situ platform Fully integrated system with easy-to-run workflow Onboard analysis and intuitive software to immediately access dataCustomizable

29、,biologically relevant content panelsCompatible with standard pathology,including H&E50+Labs Running Xenium as a Service250+Cumulative Xenium Instruments Sold16Xenium In Situ PlatformNote:Labs running Xenium as a service include core labs.10X GENOMICS,INC.2024ProductEcosystemChromium Single CellVisi

30、um SpatialXenium In Situ10 x Platforms Produce Complementary Data 1717 10X GENOMICS,INC.2024t-SNE2All Tissues Are Heterogeneous and Complex18 10X GENOMICS,INC.202419Scale of measurements:plexy,number of analytesResolution:spatial&cellular insightsELISAsLowHighReplacing the Legacy Toolkit Across Life

31、 SciencesIHCIF&ISHFlow cytometryHigh-content imaging&cell-based assays19LowHighPCR/qPCR Western blotsBulk next-gen sequencing 10X GENOMICS,INC.20242020Note:Approximately$16 billion annual opportunity is based on estimates regarding researcher funding and potential pharma sample availability.Sources:

32、NIH RePORTER,National Center for Science and Engineering Statistics,European Commission Eurostat,National Bureau of Statistics of China,and OECD.Identify cellular&molecular building blocks of tissuesAtlassingCellular&Molecular BiologyGenetic MechanismsTranslationalDetermine role of genetics in biolo

33、gical processesUnderstand functions of specific gene,protein or cellular pathways Apply biological learnings to improve human health$16B$2B$5B$7B$2BAnnual Opportunity in Research MarketsRevolutionizing How Researchers Address Biological Questions 10X GENOMICS,INC.202421Robust Growth in Atlassing21Mo

34、re Atlassing;More InsightsFocus of Multiple ConsortiaHuman DiversityDevelopment and DiseaseSpatialMultiomicsTranscriptomics$155MHCA-Related Funding$500MEffort$190MInitial 5-year Investment$130MEffort to Date 10X GENOMICS,INC.2024Significant Opportunity in Translational ApplicationsIn translational p

35、ublications orpre-prints citing 10 x tools accelerated by the right products30%Y/Y IncreaseGrowing translational tractionIn new clinical trial starts proposing single cell and/or spatial methods New Large-Scale Multiomic Partnership 222260%Y/Y Increase7,000Tumor SamplesChromium Flex Cross-PlatformFF

36、PE CompatibilityCross-PlatformProtein Capabilities 10X GENOMICS,INC.202410 x technology innovation to drive adoption by delivering better insights,workflows and cost structureExpansion of single cell approaches into more areas of academic researchAdoption of single cell in translational and biopharm

37、a applications Continued momentum in spatial biology as it delivers a new era of genomic analysis Early evidence of clinical utility of single cell and spatial approaches 12345Market GrowthDrivers2323 10X GENOMICS,INC.2024Measure More Biology More analytes,applications and multiomics Higher resoluti

38、on,sensitivity and multiplexing More scale,throughput,cells and tissues Improve Ease of Use Workflow robustness,experimental logistics Sample prep,sample breadth Data analysis,data processing,efficient insights Lower Cost Lower cost per cell,tissue area,sample,experiment and project 2424Future Produ

39、ct Development Directions 10X GENOMICS,INC.2024Chromium Product Development DirectionsSensitivityCell RecoveryThroughputand ScaleEase of UseApplicationsRaising the bar on performance and beyond2024 and lowering cost toward$100/sample2525 10X GENOMICS,INC.202426Upcoming Xenium Product Roadmap 5,000 P

40、lex Panels 5-day runHigh quality dataMultimodalSegmentationBroad compatibilityIn-line MultiplexProtein Same slide as RNA1,0002,000 Plex PanelsOffers more flexibility Shipping Q1H2 2024Q2 20242024+2626Note:Final product release timelines and configurations subject to change.10X GENOMICS,INC.20242727L

41、aunched Visium Gene Expression+Protein,on the same sectionLaunched Visium CytAssistfor best-in-class experienceLaunched Visium FFPE v2 for improved performanceEnabled archival slidecompatibility Visium Innovation:Major Recent Advances 10X GENOMICS,INC.2024282855 m spotsHexagonally arranged2 m square

42、s no gapsVisiumVisium HD5,000features11,000,000featuresVisium HD:A Revolution in Resolution28282 m squaresContinuous grid-pattern 10X GENOMICS,INC.20242929VisiumVisium HDVisium HD Will Generate Stunning Data 10X GENOMICS,INC.2024Brain normalBreast,normalBreast cancerColon,normalSpleenLung cancerOvar

43、ian cancerProstate cancerSkin melanomaEmbryoBrainKidneyLungSmall intestineTonsilPancreasLiver cancerHeart3030HumanMouseVisium HD:Broad Range of Samples3030 10X GENOMICS,INC.202431 Unparalleled spatial discovery:Whole transcriptome gene expression analysis Resolved at single cell scale:Capture Area w

44、ith grid-patterned 2 x 2 m barcoded squares High data quality:Precise instrument-driven probe capture Broad access to diverse tissues:Archived or newly sectioned FFPE with no optimization required Compatible with histology workflows:H&E or IF on the same section 31Order Today:Visium HD Shipping This Quarter31313131See you at theAGBT General Meeting!February 58,2024|Orlando,Florida