Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO •...

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Investor Day 23 March 2016

Transcript of Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO •...

Page 1: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Investor Day23 March 2016

Page 2: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

This document has been prepared by Genomic Vision (the "Company") and is provided for information purposes only. This document does not purportto contain comprehensive or complete information about the Company and is qualified in its entirety by the business, financial and other informationthat the Company is required to publish in accordance with the rules, regulations and practices applicable to companies listed on Euronext Paris. Noreliance may be placed for any purposes whatsoever on the information or opinions contained in this document or on its accuracy or completeness.

This presentation does not constitute an offer to sell, a solicitation of, or an invitation to subscribe for or to buy, securities of Genomic Vision in anyjurisdiction

The information and opinions contained in this document are provided as of the date of this document only and may be updated, supplemented,revised, verified or amended, and thus such information may be subject to significant changes. The Company is not under any obligation to update theinformation or opinions contained herein which are subject to change without prior notice.

The information contained in this document has not been subject to independent verification. No representation, warranty or undertaking, express orimplied, is made as to the accuracy, completeness or appropriateness of the information and opinions contained in this document. The Company, itssubsidiaries, its advisors and representatives accept no responsibility for and shall not, under any circumstance, be held liable for any loss or damagethat may arise from the use of this document or the information or opinions contained herein.

This document contains information on the Company’s markets and competitive position, and more specifically, on the size of its markets. Thisinformation has been drawn from various sources or from the Company’s own estimates which may not be accurate and thus no reliance should beplaced on such information.

This document contains certain forward-looking statements. These statements are not guarantees of the Company's future performance. Theseforward-looking statements relate to the Company's future prospects, developments and marketing strategy and are based on analyses of earningsforecasts and estimates of amounts not yet determinable. Forward-looking statements are subject to a variety of risks and uncertainties as they relateto future events and are dependent on circumstances that may or may not materialize in the future. Forward-looking statements cannot, under anycircumstance, be construed as a guarantee of the Company's future performance and the Company’s actual financial position, results and cash flow, aswell as the trends in the sector in which the Company operates, may differ materially from those proposed or reflected in the forward-lookingstatements contained in this document. Important factors that could cause actual results to differ materially from the results anticipated in the forward-looking statements include those discussed or identified in the “Risk Factors” section of our Base Document registered with the Autorité des marchésfinanciers on March 3, 2014 under number I.14-005 (a copy of which is available on www.genomicvision.com). Even if the Company’s financial position,results, cash-flows and developments in the sector in which the Company operates were to conform to the forward-looking statements contained in thisdocument, such results or developments cannot be construed as a reliable indication of the Company's future results or developments. The Companydoes not undertake any obligation to update or to confirm projections or estimates made by analysts or to make public any correction to anyprospective information in order to reflect an event or circumstance that may occur after the date of this document.

Certain figures and numbers appearing in this document have been rounded. Consequently, the total amounts and percentages appearing in the tablesmay not necessarily equal the sum of the individually rounded figures, amounts or percentages.

All persons accessing this document must agree to the restrictions and limitations set out above.

2

Disclaimer

Page 3: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Today’s speakers

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Aaron Bensimon, PhD

Founder, President, CEO

• Co-inventor of Molecular Combing Technology

• Degree in Molecular Biology; PhD of Weizmann Institute

• Head of Genomic Stability Unit at the Pasteur Institute

Erwan Martin, MBA

CFO

• Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

• Degree in Business Administration

• Joined Genomic Vision in 2009

Stephane Altaba, MBA, PhD

VP Corporate Development

• PhD in Biotechnology (ENSAIA) and MBA (ESCP Europe)

• Over 20 years of experience on strategic positions within the pharmaceutical sector including 12 years with Sanofi

• Joined Genomic Vision in 2015

Dr Jean-Baptiste Vannier, PhD

Leader of the Telomere Replication and Stability Group

• MRC Clinical Sciences Centre

• Faculty of Medicine, Imperial College London

Page 4: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Genomic Vision at a glance

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• Molecular DX company developing tests and essays on Molecular Combing platform in two commercial markets:

— In Vitro diagnostics (IVD) for genetic diseases and cancers

— Life Sciences Research Tools (LSRT)

• Strategic alliance with Quest Diagnostics formed in November 2010 and renewed in February 2015

• Robust pipeline of 5 tests with CombHelix FSHD test commercialized since 2013 in Europe / US and BRCA Combing test scheduled for launch in 2016

• Significant opportunity in rapidly growing oncogenetic testing market, projected to grow to $10B -$25B by 2020, with Prediction/Detection tests expected to account for 56% of the total (Bloomberg and BoozAllenHamilton)

• Solid portfolio of more than 130 patents

• Multiple value-creating milestones in 2016

Page 5: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

GV history

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Co-development agreement with the Assistance Publique -

Hôpitaux de Marseille 2006

CombHeliX FSHD test CE marked

2013

Strategic alliance with Quest Diagnostics

2010

Renewal of alliance with QD until 2018

2015CombHeliX FSHD test commercialized in QD

2013

IPO on Euronext Paris, €25.8m raised

2014

Company was created as a spin-off from Institut

Pasteur2004

Page 6: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Molecular CombingTechnology

Page 7: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Our panoramic Genomic Vision

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New ways to visualize structural variations and dynamic genomic events

Point Mutations Structural Variations and Copy Number Variations

Chromosomic aberrations

1bp - 2kbp 3 kbp – 1Mbp 2Mbp - Gbp

Sequencing FISH

ATGC ATCC

MOLECULAR COMBING

Direct visualization

Regions of interest

The gene and its environment

Page 8: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Vinyl Silane coated glass surface immersed in a solution of patient DNA

DNA molecule attached and stretched over the glass surface in parallel. 5 minute process

Hundreds of copies of combed DNA molecule from a single patient allowing quantitative analysis.

• DNA is extracted using standard kit based methods or from agarose imbedded cells.

• Extracted DNA is stretched across and attached to a vinyl silane glass surface by simple immersion and withdrawing of the coverslip from the DNA solution.

Molecular Combing: The Technique

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The DNA combing is automatized thanks to GV technology and takes 5 minutes

Page 9: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Genomic Vision’s technology workflow

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From DNA purification to data output…

Extraction GMC hybridization Imageacquisition GMC analysis

1 2 3 4 5

Combing

FiberPrep®

DNA Extraction KitFiberProbes®

Genomic Morse Code setFiberVision®

Automated ScannerFiberStudio®

Analysis Software

FiberComb®

Molecular Combing System

Sample from:BloodTissueCell cultures

Page 10: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Genomic Vision’s competitive environment

Sources: Genomic Vision; Pacific BiosciencesNote: (*) Copy Number Variation and Structural Variation. 10

3rd Generation Sequencing

FISH

Molecular combing, Digital count and Nanochannel

Direct detection

Structural Variations and Copy number variations

Chromosomal aberrations

PCR and NGS

Indirect detection (fragmentation

and amplification)

CGH and MLPA

Small mutations

GV is well positioned in the SV and CNV segments, with a relatively low number of competitors

Page 11: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

2015 financials

Page 12: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

- Combicoverslips®- FiberPrep®- Reservoir- Carriers

- FiberComb®- FiberVision®

Hardware sales Consumable sales Partnering revenues

- R&D funding- Royalties

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GV Business Model: multiple revenue streams

Page 13: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

P&L

In € thousands - IFRS 31.12.2015 31.12.2014

Revenue from Quest Diagnostics R&D collaboration 2,069 3,218

Product Sales 291 237

Total revenue from sales 2,360 3,455

Other revenue 1,957 1,438

Total revenue from activity 4,317 4,893

COGS -106 -55

Research & Development -4,224 -4,353

Sales & Marketing -1,222 -432

General & Administrative -3,171 -2,268

Other 14 1

Net operating expenses -8,708 -7,107

Operating profit / loss -4,391 -2,214

Pre-tax profit / loss -4,338 -2,156

Net profit / loss -4,338 -2,156

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Page 14: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Balance sheet

In € thousands - IFRS 2015 2014

Cash & cash equivalents* 15,593 22,764

Non current assets 3,084 1,314

Current assets 3,261 2,365

Total assets 21,937 26,444

Shareholders’ equity 18,383 22,695

Non current liabilities 260 309

Current liabilities 3,295 3,439

Total liabilities 21,937 26,444

* o/w €147 thousand in pledged mutual funds

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Strong cash position as of Dec. 31, 2015: € 15,6m vs. € 22.8m on Dec. 31, 2014

Page 15: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Cash flow statement

In € thousands - IFRS 2015 2014

Cash flow from operating activities -5,535 -3,771

o/w free cash flow -4,645 -1,898

o/w change in Working capital need -890 -1,873

Cash flow from investing activities -1,573 -623

Cash flow from financing activities -63 23,932

Effect from exchange rate changes 0 0

Net change in cash -7,170 19,538

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Page 16: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

2015 key achievements

Page 17: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

A. BENSIMON CEO

QualitySystems Manager

M. GARCIA

Cial & Marketing Director

D. DEL BOURGO

Bio-IT DirectorI. KYRGYZOV

T&I DirectorY. GHOMCHI

RPD DirectorS. BARRADEAU

Biomedical ReseachDirector

A. JACQUET

US Strategy DirectorJ. HANLEY

IPD. BERNEMAN

ICQ ManagerC. THIBERVILLE

HRM. GORDIEN

CFOE. MARTIN

VP CorporateDevelopment

S. ALTABA

VP R&D C. CHYPRE

3 major recruitments in 2015:

• M. Stéphane Altaba, PhD., is appointed Vice-President Corporate Development

• M. Camille Chypre, PhD., is appointed Vice-President R&D

• Mrs. Anne Jacquet, PhD., is appointed Medical Director17

Senior management team reinforced through a number of strategic recruitments

Page 18: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

R&D funding1

• Payment to GV of R&D milestones

• Development of lab-developed tests (LDTs) used by Quest

Commercial license2

• GV has granted to QD an exclusive license for commercializing in the US:

– FSHD test: launched in August 2013

– BRCA test (to be launched Q4 2016)

– HNPCC test (to be launched in 2017)

– SMA (clinical study to be completed early 2017)

• High teens royalties

Equity investment3

• 13.8% stake in Genomic Vision post-IPO (21.3% pre-IPO)

• 1 Board member

• Strategic alliance with Quest Diagnostic signed on November, 2010 • Partnership renewed in 2015 for 3 additional years until November 2018 in advantageous terms:

– GV has the right to develop and market new tests with other partners, including in the USA

– Substantial increase in royalty rate

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Quest: strengthened strategic partnership for GV in the US

Page 19: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Strategy execution according to plan

February2015

Renewal of the strategic

collaboration with Quest Diagnostics for

3 more years

June 2015

Selection in the Horizon 2020

program’s ‘BeyondSeq’ project

December 3,2015

Strategic Partnership with the Imagine

Institute, Europe’s Largest Genetic

Research and Care Cluster

October 2015

Completion of the new combing

platform (high-throughput scanner +

new software + automatic DNA

extractor) at Quest Diagnostics

Clinical partnership with Rouen

University Hospital for the SMA

diagnostics test development in

France

Launch of a Clinical Study with Reims

University Hospital to Establish New

Screening Tool for Early Detection and

Prevention of Cervical Cancer

December 14,2015

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Achievement of all key milestones planned for 2015

Page 20: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Automatic DNA extractor: Runs 48 samples in parallel

High-throughput scanner: Reduction of the time ofimage acquisition from 6 hours to 1 hour

New software for the image analysis: validated on HNPCC test

Available for the LDT development of all jointly developed tests

Installed at Quest Diagnostics

Strategic partnership aiming to:- identify pathologies caused by

structural variations- contribute to the creation of new

genetic tests for GV’s portfolio

Installed at Institut Imagine

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The new combing platform installed at Quest and Institut Imagine

Platform efficiency improved to meet the requirements of large scale genetic testing & top level life science research

Page 21: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

SMA combing test: improvement of the genetic counselling by identifying a sub-population of SMA carriers

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Genomic Vision’s objectives:

- Identification by Molecular Combing of a biomarker associated with the “2+0” structural variation

- Development of a clinical diagnostics test to identify “2+0” carriers

Spinal Muscular Atrophy • Autosomal recessive disorder due to homozygous loss of functional SMN1 protein

• 1 million to 1.5 million healthy carriers in Franc, 8% of them going undetected by tests currently available

• 2nd most frequent neuromuscular child disease after Duchenne with incidence of 1/6,000 - 1/10,000 births

International partnerships and entry into clinical development

• The SMN locus, poorly characterized by sequencing, was precisely mapped by molecular combing

• BADGES study (NCT02550691) in collaboration with the Rouen University Hospital

• A Pilot study with Quest Diagnostics with samples from African-American cohort

• Participation in ‘BeyondSeq’, a European’s Commission project within the framework of the Horizon 2020 program

Centromeric copy Telomeric copy

SMN2

SMN1

500Kb 500Kb

CNV

Page 22: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

HPV combing test: a “game changer” and un-partnered asset

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ROUTINE PAP-SMEAR

Pos

Wait 1 yearRedo pap-smear COLPOSCOPY

Clear cutresults

Ambiguous results

HPV TestHPV +

NegHPV Combing

Test

HPV -50% 50%

HPV Combing test to avoid invasive and expensive colposcopies

• Detection of HPV integration

• Distinguishes high-or low-risk patients

• Avoids useless invasive colposcopies

Cervical cancer

• Cervical cancer is the third most common cancer among women

• Almost 100% of patients with cervical cancer are positive for HPV

• 90% are transient, the persistence is usually accompanied by the integration of the HPV

50% of women tested positive with a conventional HPV test do not require colposcopy

HPV tests

Nb. of colposcopies per year

56.3 million

4.1 million

67.5 million

3.4 million

ESTIMATED SCREENING MARKET

HPV clinical study underway

• Clinical study started at Reims University Hospital to Establish New Screening Tool for Early Detection and Prevention of Cervical Cancer

• The Largest Study ever Undertaken Using the Molecular Combing Technique on 3,500 Patients at 11 French Hospitals

Page 23: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

BRCA combing test: a potential blockbuster for BRCA large rearrangements detection

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• Test validation by Quest Diagnostics in 2015

• LDT development started at Quest Diagnostics’ Nichols Institute for commercial launch in 2016

• Clinical utility and positioning study in Europe and the USA to support marketing and reimbursement of the test, to be completed in Q4 2016

Test development on track for a hard launch in 2016

• 5% - 10% of breast cancer cases are familial inherited

• HBOC risk increases dramatically in the presence of mutations in BRCA1 and BRCA 2 genes

• 10% - 15% of BRCA mutations are Large Rearrangements (LR)

Hereditary Breast and Ovarian Cancer (HBOC)

Detection of point mutations in BRCA genes by sequencing

Detection of LR in BRCA genes

Patients and people with strong family historyBRCA combing test enables detecting new LR in BRCA genes

BRCA combing test added values:

• Detection of all balanced rearrangements

• Covers exon and non-coding regions

• Accurate visualization hard to sequence regions

Molecular Combing

Page 24: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Strategic development in In Vitro Diagnostics (IVD)

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BRCA

HPV & SMA

• 1st test commercialized

• Rare disease

• Hereditary predisposition

• High risk population

• General screening

• Large population testedEarly-detection tests

Predisposition tests

Confirmation tests

HNPCC

FSHD

Potential patient population

Proof of concept

Blockbuster

Game Changer

Page 25: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Genomic Vision’s Pipeline in IVD

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Identification of target genes/biomarkers

GMC development Clinical evaluation CE marked

FSHD

BRCA

HNPCC

HPV

SMA

LAUNCH

2013

2016

2017

2018

Clinical study validated in 2017

Page 26: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Strategy

Page 27: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Market addressed by Genomic Vision

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Life Sciences Research Tools (LSRT)In Vitro Diagnostic (IVD)

• DNA replication analysis

• Genetic abnormalities

• Biomarker discovery

• Gene editing control

Genomic Vision: 1 technology, 2 market segments

2

T

Screening

• SMA* (Spinal Muscular Atrophy)

Carrier Screening

c. $800 M** Total addressable market c.$700 M*** Current products **for US & 3 EU (FR, UK, DE) markets; Source: Company

Predisposition

Diagnostic

• HPV* (Human Papilloma Virus)

• BRCA1 & BRCA2* - HNPCC*

• FSHD*

1

Hospitals, Reference centers Biopharma, Translational research

Page 28: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Life Sciences Research Tools: a promising market for GV

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“Molecular Combing of Single DNA Molecules on the 10 Megabase Scale”Nature review’s Scientific Reports, The Nobel Prize M. Paul Nurse, 2016

0

500

1000

1500

2000

2500

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Norio P.and Schildkraut C.L. (2001) Science 294, 2361-2364

Herrick J. et al. (2002) J. Mol. Biol., 320, 741-750

Key publications on combing technologyapplied to DNA replication (1999-2002):

“DNA replication” and “fork” and “eukaryote” “DNA replication” and “fork” and “combing”“combing”Market potential and target audience for GV DNA combing technology ** :

• Core target: over 600 labs working on DNA replication using combing

• …plus additional 1600 labs working on DNA replication

Nb. of publications*

“DNA replication”Strong and constant increase in DNA replication publication(CAGR: +6% between 1996-2016)

“Combing”Strong and constant increase of “combing” citation in the literature (CAGR: +17% between 1996-2016)

“DNA replication & Combing”In 2013, 28% of publications on DNA replication mentioned combing method (vs 7% in 1996)

2210

1120

629

Herrick J. and Bensimon A. (1999)Biochimie 81, 859-871

* Source: Google Scholar, March 2016 ** Assumption: 1 publication per lab

DNA Combing is widely adopted by the Scientific Community as the technology of choice in DNA replication studies

Page 29: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

• Leveraging our expertise on the diagnostics market to serve Life Sciences Research Tools customers: - Core facilities

- Biopharmaceutical industry

- Academic research lab

New partners /customers

• The placement of GV’s technology platform in research and pharma laboratories will lead to discoveries with high potential to be commercialized as IVDs or lead to the development of companion diagnostics with long-term potential for royalties and other revenue-generating opportunities

Long-term IVD development potential

• Need for an automated and complete DNA combing platform:

- Reduce the time of workflow

- Enable to focus on results interpretation

Strong demand for a standard solution package

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Life Sciences Research Tools opportunity rationale

Maximizing the potential of Molecular Combing technology

Page 30: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

What?RCA consist of analyzing rate of fork movement and fork density on replicating DNA fibers

To Whom?GV’S RCA technique can provide unique information on DNA replication dynamics used in:• Biopharma in drug development (anti-cancer drugs,…)• Translational Research• Academic research

Why?Need for standardization and automation

Addressable markets :• 1000 laboratories worldwide• $50-$100 MM*

GV’s goal : Make RCA technique the gold standard in Replication providing • Automated high resolution digital images (Easyscan ® service and Fibervision®) • Accurate Signal detection and analysis (proprietary dedicated software)

RCA principle: Dual-pulse labelling of the replicating DNA with modified nucleotides

* Source: Company 30

Replication Combing Assay (RCA)

Page 31: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

What ?GMC on demand offers the possibility to visualize content and a potential multi-gene analysis on large genomic regions

To Whom ?• Clinical research labs• Core facilities (genetic association studies)• Biopharmaceutical industry

Why?Strong demand for turnkey solutions ready to use

Addressable markets :• 7000 laboratories WW• $350-$400 MM*

GV’s goal• Raise awareness among core facilities and clinical labs and create new collaboration• Develop new FiberVision® applications in IVD to provide GV’s portfolio with new tests

GMC design tool

Customers

Loci of interest

Relationship Promotion

Probes design and manufacturing

GMC detection software

* Source: Company 31

Genomic Morse Code (GMC) on demand

Page 32: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

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Imperial College London – Business Case Dr Jean-Baptiste Vannier, PhD

• Epigenetics - Telomere replication and Stability group leader (2014 – Today)

• European Research Council Starting Grant award

Fields of Research• Cellular response to replication stress

• Enzymatic activity resulting in telomere replication aberrations

Molecular Combing technology of choice:

• Direct visualization of telomere abnormalities

• Replication fork dynamics (stability / speed / origin firing)

• Post Doc at Cancer Research UK (2009-2014)

Vannier et al. (2013)Science 11;342(6155)

Page 33: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Molecular Combing

Modified Genomes

Quality control

Delivered DNA fragment

Genome

Cas 9

What?GV Molecular Combing technology provides an optimized quality control tool for high-confidence gene editing

To Whom?Gene Editing companies e.g.:• Designing pathogen resistant crops• Therapeutic correction of defective genes responsible for the diseases

Why?• New applications for quality control / companion tests

that currently does not exist• Strong demand observed at industrial level

Market:• CRISPR/Cas9 will account for the largest and fastest growing segment• Over $1 billion USD of venture-capital financing invested in emerging gene-editing technologies

within the past two year

GV’s goal• Become the partner of choice of Gene Editing company to evaluate the intactness of the

target genetic loci after genome editing

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Gene editing quality control (GE)

Page 34: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Advocating technology

Reference Technology in LSRT

RCA

Biomarker discovery

• A customer oriented structure

• RCA - GMC test developed

• GV technology widely used in main LSRT facilities

• Key partnership development around biomarker and gene editing control

Sales to core labs and Biopharma and key partnership

Sales to academic partners

Individual labsLe Lab

RCA GMC

Gold StandardGMC

Market potential

Gene Editing control (GE)

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Strategic development in Life Sciences Research Tools (LSRT)

New territory for value creation by both near-term revenues and long-term growth potential

Page 35: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

2016 – Pre-Marketing 2017 – Full Launch

• Promote Genomic Vision as the inventor and expert of Molecular Combing

• Create an international advisory board

• Stimulate the existing market (new offerings)

• Generate comparative studies to convince the users of combing-like technologies

• Generate testimonials- whitepapers

• Launch FiberVision® Scanner V1.2: provide a solution that meets Life Science research market through a more compact, easier to use and less expensive scanner

• Launch of FiberStudio RCA: provide an automated detection and analysis software

Leverage our established reputation in the field to generate new interests and boost our customer base

• IMAGINE conference: communicate around the applications in particular replication studies

• Trieste: DNA replication meeting : promote GV technology to DNA replication experts and organization of an event

• AACR: GV’s booth. Increase our visibility towards major cancer research centers in the world

• Festival of Genomics: take advantage of this scientific exhibition to exchange with KOL in genomic fields and find new opportunities

• Concretize our offer with a new range of products

• Add features with counterstaining and locus specific assessment

• Enlarge our KOL network

• In addition to the academic centers, generate new interests in the biopharmaceutical industry

Provide innovative and affordable solutions to expand our influence in the DNA replication institutions

• Full Marketing Launch

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DNA Replication: Key milestones for product launch

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Execution

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HPV New indications

License to new potential partners

Licensing to CLIA* laboratoriesRevenues: Royalties

Exclusive license

FSHD, BRCA, HNPCC, SMA

US: a key market for Genomic Vision

LSRT

Direct salesInternal sales force

Partnering

“Individual“ labsReagents sales + EasyScan service

“Core Facilities”Instrument + Reagents sales+ Maintenance

IVD

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Commercial plan – United States

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IVD LSRT

EU: GV’s domestic market

Direct salesPartnering

Hospitals, reference labs, medical research labs

Specializedlabs

Collaboration and license to an industrialpartner

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Commercial plan – Europe

Direct salesInternal sales force

Partnering

“Individual“ labsReagents sales + EasyScan service

“Core Facilities”Instrument + Reagents sales+ Maintenance

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39

GV’s main collaborations worldwide

Page 40: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Identification of target genes/biomarkers

GMC development Clinical evaluation CE marked

FSHD

BRCA

HNPCC

HPV

SMA

RCA

GMC

In Vitro Diagnostic (IVD)

Life Sciences Research Tools (LSRT)

Product design Development of the product

Research Labs collaboration

IndustrializationCommercialization

GE

* Companion diagnostic

Launch

2013

2016

2017

2018

Clinical study validated in 2017

Launch

2016

2017

TBD 40

Solid and diversified pipeline with near-term value creation

Page 41: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Several milestones in 2016

RCA

4

• Launch of RCA to research and pharma laboratories

SMA test(carrier screening)

3

• Results of the proof-of-concept study with CHU Rouen

BRCA test(breast cancer predisposition)

• Launch by Quest Diagnostics

2

Adoption by key Hospitals in

EU & US

• Establishment of the molecular combing platform in new diagnostics centers for FSHD and BRCA testing

1

StrategicPartnership

5

• Key partnership with a major player in IVD and/or LSRT

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Page 42: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

Investment Highlights

• Solid position in the IVD market with a robust pipeline of tests for genetic diseases and cancers

• Extension of value creation to the rapidly addressable LSRT market:- Strong recognition of molecular combing by the Scientific community- Increased demand for standardized solutions in replication and gene editing

• Overall addressable market of $1.5bn worldwide

• Diversified revenue streams: - Hardware sales- Consumable sales - Partnering (royalties & R&D Funding)

• Top-level management team with complementary skills to execute the strategy

• Multiple value-creating milestones in 2016

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Thank you. www.genomicvision.com

Contacts

Genomic Vision

Aaron Bensimon – CEO / Erwan Martin – CFO

Tel: +33 1 49 08 07 40

E-mail: [email protected]

Investor Relations & Strategic Communications

Anne Marie Fields (U.S.)

Tel: 212-838-3777

Email: [email protected]

Emmanuel Huynh / Dusan Oresansky (EU)

Tel: +33 1 44 71 94 92

E-mail: [email protected]

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Appendix

Page 45: Investor Day - Genomic Vision › ... › Genomic-Vision-Investor... · Erwan Martin, MBA CFO • Previously with Cytomics Pharmaceuticals (CFO) and Syndex (French audit company)

• High: €15.86 (March 2nd, 2015)

• Low: €8.50 (January 5th, 2016)

• Number of shares: 4,457,734

• Market Cap: €34.4m (March 22nd, 2016)

• Average daily trading: 6,413 shares since the IPO

Shareholding structure (As of 31.12.2015)Stock market information

10,1%

3,6%

13,8%

36,3%

36,1%

0,2%Management, founders & employees

Institut Pasteur

Quest Diagnostic

Free Float

Vesalius Biocapital

Autocontrôle

45

Genomic Vision & The stock exchange