1、J.P.Morgan42ndHealthcare ConferencePrahlad SinghChief Executive OfficerJanuary 9,2024Safe HarborThis presentation contains forward-looking statements which are statements relating to future events.These statements include those relating to estimates and projections of future earnings per share,cash

2、flow and revenue growth and other financial results,developments relating to our customers and end-markets,and plans concerning business development opportunities.Words such as believes,intends,anticipates,plans,expects,projects,forecasts,will and similar expressions,and references to guidance,are i

3、ntended to identify forward-looking statements.Such statements are based on managements current assumptions and expectations and no assurances can be given that our assumptions or expectations will prove to be correct.A number of important risk factors could cause actual results to differ materially

4、 from the results described,implied or projected in any forward-looking statements.A detailed description of these risk factors can be found under the caption“Risk Factors”in our most recent quarterly report on Form 10-Q and in our other filings with the Securities and Exchange Commission.We disclai

5、m any intention or obligation to update any forward-looking statements as a result of developments occurring after the date of this presentation.Guidance for future periods is provided on a non-GAAP basis and cannot be reconciled to the closest GAAP measures without unreasonable effort due to the un

6、predictability of the amounts and timing of events affecting the items the Company excludes from these non-GAAP measures.The timing and amounts of such events and items could be material to the Companys results prepared in accordance with GAAP.2Revolutionizing human health at an accelerated rev spee

7、dEmbracing the impossible to improve lives vitaRevvity is a company which powers new possibilities for the future of human health33Our company profile:global scale with differentiated positioningConsumables,Services,Software80%Instruments20%DiagnosticsLife Sciences2023E Non-Covid Revenue Mix44%AMERI

8、CAS27%EMEA29%APAC447%53%$2.7BExpanding the boundaries of human potential through scienceNote:Based on guidance provided October 30,2023Reagents(antibodies,oligos)for biomarker analysisFlow-based assaysCell and gene therapySingle-cell applicationsPre-clinical imagingCellular analysisDetection instrum

9、entationPioneering innovation to propel our life sciences customers R&D effortsRobust solutions,through our Revvity Signals platform,for research and clinical informatics$0.4BInstrumentsLife Sciences at-a-glance5$1.3B2023E Revenue$20B+Total Addressable Market$0.7BReagents,Assays,&Services$0.2BSoftwa

10、reSelect brands and productsOligosFlow CytometryIn Vivo Imaging High-Content ScreeningAutomated Cell CounterNote:Based on guidance provided October 30,2023Viral Vectors&Genetic Material Diagnostics at-a-glance6$1.4B2023E Revenue$35B+Total Addressable MarketLeading franchises dedicated to advancing h

11、uman healthNewborn screeningMaternal and fetal healthCord-blood bankingGlobal laboratory footprintAutoimmuneAllergyInfectious disease(e.g.,TB)Robust omics sample prep portfolioLiquid handling Nucleic acid extraction$0.7BImmunoDx$0.5BReproductive Health$0.2BAppliedGenomicsPrenatal Screening PlatformN

12、ewborn Screening SystemAuto-immune AssaysInfectious Disease AssaysNucleic Acid ExtractionAutomated NGS Library PrepMaternal&Fetal Health AssaysNote:Based on guidance provided October 30,2023Select brands and productsNGS AssaysDISCOVER&DEVELOPDIAGNOSEBringing it all together:powering innovation from

13、Research to Reality7ScreeningDiagnosticsMonitoringHelping scientists to discover more and translate fasterEnabling labs to help physicians guide patient treatmentClinical DevelopmentDrug DiscoveryBasic ResearchProviding leading capabilities that facilitate decision making between research and clinic

14、al customersRevvitys Differentiation8Differentiating through our9PositioningApproachProductsPre-clinical innovationGlobal genomic labsCutting-edge clinical diagnosticsGMP manufacturingOur approach:serving our customers as a strategic partner10Strategic partner forpin-point-base-editing-platform-pres

15、entation-v2.pdf()Multiple Customer Access PointsPartnership Spotlight:PIN-POINTTMBASE EDITING TECHNOLOGY Products LicensingServicesLaunched reagents to enable technology evaluations and improve functional insightsPre-clinicalClinicalExecuted first clinical licensing agreement with AstraZeneca for on

16、cology and immune-related diseasesCutting-edge,high-value products which provide differentiated capabilities for customersOur products:specialized offerings that foster scientific innovation and positively impact human health11Product SpotlightsEnhanced Imaging PortfolioQuantum GX3 microCT imaging s

17、olutionProteogenomics&Multiomics ReagentsTotalSeqTMAutomated Indirect Immunofluorescence Testing Automated Newborn Screening WorkflowScientific Data Management&Workflow PlatformResearch PlatformAutoimmune Testing MenuUNIQO 160EonisTMQ SystemOur positioning:unique portfolio will continue to foster gr

18、owth and drive attractive profitability profile12Strategic scientific partnerships with Pharma/Biotech across the Revvity portfolio to drive additional upside vs.underlying market growth60%Strong recurring revenue mix with accretivemargin profilesCutting-edge scientific innovation drives strong comp

19、etitive positioningImmunoDxLS ReagentsSoftware9-11%25%Differentiated,complementary pre-clinical platformsComplete NGS solutionsLS InstrumentationApplied Genomics3-5%15%Cash flow generation to support continued investmentGrowth outperforming global birth ratesReproductiveHealth2-4%of Total 23E Revenu

20、e($2.7B)Growth ProfileNote:Based on guidance provided October 30,2023Portfolio Solutions IncludedPositioning17%Current 2023E Guidance assumes+MSD organic growth in ChinaOur positioning:unique revenue mix in China drives differentiated performance13$2.7BTotal 23E RevenueChinaOur China exposure40%Life

21、 Sciences60%DiagnosticsStrong recovery driven by 70%of Dx revenue from specializedImmunoDx(e.g.,autoimmune,allergy,latent TB)and 90%from consumablesRecurring revenue now represents50%of Life Sciences revenue,consisting of reagents and consumablesNote:Based on guidance provided October 30,2023Looking

22、 Ahead14Key focus areas in 2024 Driving CROSS-COMPANY INNOVATION&building on core growth accelerators Capturing COST EFFICIENCIES and commercial and operational SYNERGIESthrough sound executionStrategically DEPLOYING CAPITAL organically and inorganically INVESTMENT INNOVATION EFFICIENCY15Despite unc

23、ertain demand environmentscarrying momentum into Revvitys 2ndyearDifferentiated long-term outlook through economic cycles16Our outlook for 2025 and beyond:Organic Growth200 bps above market normal market environment assumed to be 4-6%growthOperating Margin Expansion75bps/yearAdj.EPS GrowthDDgrowthFormal 2024 guidance to be provided on our upcoming 4Q23 earnings callR