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IP - ArcticZymes Technologies to present at Handelsbanken Small & Mid Cap Seminar 2025 - Attachment: Handelsbanken_June_4_2025.pdf

Company: ArcticZymes Technologies Date: 2025-06-04 Language: English Register to download

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### **The Enzyme Experts**

**Nordic Small & Mid Cap Seminar 2025 Handelsbanken** 

**June 4, 2025** CEO Michael Akoh CFO Børge Sørvoll

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### **Overview** Overview

#### **A Norwegian biotech with growth potential**  Positioned for Profitable Growth in Biotech

#### A provider of novel enzymes for advanced therapies and molecular Targeting segments with considerable growth potential **Worldclass Products**

World class R&D team • Provide novel enzymes for advanced therapies and molecular diagnostics

diagnostics

No debt – 250 NMOK in Cash reserve

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and strong manufacturing capabilities complying to both ISO13485 and GMP Margins above 90% across all products • Strong reputation in Molecular Tools and Bioprocessing segments

> Listed on the Norwegian Stock Exchange

#### Customers are life science tools companies, CDMO, Pharma and World class products and reputation in Molecular Tools and Bioprocessing **Segment & Customers**

segments

US and Europe

- Targeting segments with high growth potential
- Recuring revenue streams – sticky business Sales of 119 MNOK (2023), positive cash flow and results • Customers are life science tools, CDMO, Pharma and Biotech companies

biotech

55 employees, Headquartered in Tromsø

International management and Board

#### **Talent & Culture**

- Management team committed to creating a culture where exceptional innovation thrives
- World class R&D team
- Strong manufacturing capabilities complying to ISO13485 and GMP
- Direct sales force in the • 53 employees, HQ in Tromsø
	- Direct sales in US & Europe more than 90% of business

#### **Strong Financials**

- Margins > 90% all products
- Recurring revenue streams sticky business
- Sales of 108 MNOK (2024)
- No debt 240 MNOK in Cash reserve
- Listed on the Norwegian Stock Exchange

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# **B2B Value chain**

### **Biomanufacturing and Molecular Tools customers**

**Biomanufacturing**

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**Molecular Tools**

# Growing Markets

### **Targeting high-growth Biomanufacturing and Molecular diagnostics segments**

### **Biomanufacturing**

Focus on Cell & Gene Therapies

- Enzymes (Nucleases) utilized in the production process of gene therapy (viral vectors)
- FDA expects more 200 INDs/year and 10-20 approvals/year from 2025 within CGT

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### **Molecular diagnostics / research**

Enzymes for driving assay technologies and innovation

- New technologies and chemistry driving growth
- Increasing Compliance
- Infectious diseases prevalence increasing

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### **Best-in-class Enzymes**

### **Custom and OEM solutions – to meet customer's needs**

### Biomanufacturing (Therapeutics)

Viral vector, gene therapy and protein production

Removal of nucleic acids during protein production, vaccine manufacturing and viral vector preparation.

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**M-SAN HQ**

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Molecular Workflows

(Research & Molecular Diagnostics)

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**T7 Polymerase**

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## **Strategic priorities**

### **From Strong Fundamentals to Sustained Growth**

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# **Customer Centric transformation**

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## **Evolving Commercial Processes and Culture**

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### **Q1 2025 – All time high in customer numbers**

**Early indication of customer centric transformation** 

### **Unique customers reached their highest level** in recent years, driven by biomanufacturing growth

### **Biomanufacturing**

- Orders increase, customer base continues to grow across NA and EMEA
- Increase in both opportunities made and customer pipeline stage progression

### **Molecular Tools**

- Orders and customer base contracting, with stable AOV
- Lower demand from key Life Science and Diagnostic customers impacted sales

### Biomanufacturing Q1

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Molecular Tools Q1

**Partnerships Biomanufacturing**

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## **CDMO opportunities**

### **Becoming the standard nuclease on a CDMO platform**

- Trend in the CGT space a return to the CDMO model
- Trough partnerships with CDMOs we will expand our reach significantly into several projects/clients
- M-SAN and SAN has been tested in an initial studies with good data outcome at CDMOs
- M-SAN enhances
	- Downstream recovery
	- Reduces DNA contamination
	- Minimizes vector aggregation, leading to cleaner, higher-quality lentiviral vectors
- Two CDMOs staring Q2/3 to implement SAN on their platforms

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# **Future portfolio - Diversification**

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### **RNA based therapeutics**

### **Targeting a broader Advanced Therapies Market**

- Enzymes are **key** in development, analytics and manufacturing process of mRNA
- AZT is now exploring **new innovations** in the field of RNA therapeutics through RCN funded collaboration project.
- First major innovation is a sequence specific RNA cleaving enzyme enabling controlled fragmentation of RNA
- **First patent filed February 7, 2023**  further filing ongoing to secure broader IPR and lead market
- Multiple applications are possible, currently testing use for improving analytic methods for mRNA
- **In contact with numerous companies** with ongoing testing at 7 sites

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Due to its large size, mRNA needs to be fragmented prior to analysis e.g. using LC-MS. ET-N1 can speed up and simplify the cleaving process prior to analysis.

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## **Outlook 2025**

#### **The market**

- Opportunities plentiful in a dynamic macroeconomic environment
- Dialogues with Biomanufacturing customers are many and positive
- Still ground to cover SAN is still new to many

#### **Customer centric transformation**:

- Customer base is expanding new all time high
- Will continue to invest in organization and activities

#### **CDMO platform partnerships**:

- Platform implementation at two CDMOs
- Working on onboarding more

#### **Product portfolio expansion**:

- New GMP grade nuclease will be launched mid 2025
- RNA restriction enzyme ET-N1 has entered development phase

**Confident in our ability to execute on our strategic priorities and create shareholder value**

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# **Thank you**