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Cowen Liquid Biopsy Summit
Kevin Conroy, Chairman and CEO
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September 24, 2020
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Safe harbor statement
Forward-Looking Statements
Some of the information presented here today may contain projections or other forward-looking statements regarding future events or the future financial performance of the Company. These statements are based on management’s current expectations and the actual events or results may differ materially and adversely from these expectations. We refer you to the documents the Company files from time to time with the Securities and Exchange Commission. Specifically, the Company’s annual reports on Form 10-K, its quarterly reports on Form 10-Q, and its current reports on Form 8-K. These documents identify important risk factors that could cause the actual results to differ materially from those contained in the Company’s projections of forward-looking statements.
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Leading, global, advanced cancer diagnostics company
1,000+commercial organization
250+skilled R&D employees
4,000+employees
Headquarters Offices
$1.3B Proforma 2019 revenue*
*Includes Genomic Health revenue prior to November acquisition close
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Steps to successfully bring new cancer screening tests to patients and physicians
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
5
Marker discovery
Systematically
identifying markers
with Mayo Clinic
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
Average accuracy of
methylation markers identified
across top cancers in tissue*
*As defined by AUC (area under the curve), a measure of both sensitivity and specificity
97%Patents filed for
discovered markers
~3,000
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Marker discovery process
Discover markers in tissue Validate in blood Identify markers >95%
accurate in both
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Sample collection
Banked blood
samples
Superior blood preservation
with LBGard tube*
215,000+
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
*Tube and technology acquired in Biomatrica acquisition
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Platform technology
Sophisticated
platform well-suited
to blood testing
Differentiated DNA
extraction, PCR, &
sequencing capabilities
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
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Clinical trials
Person trials:
DeeP-C, BLUE-C,
TAILORx, TIDAL, Voyage
Abstracts and
publications*
600+10,000+
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
*Includes Genomic Health publications prior to acquisition
FDA
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Regulatory expertise
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
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Insurance coverage
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
*Exact Sciences estimate based on historical patient billing and impact of recently executed network agreements
Contracted with all
major commercial
payers
Medicare &
Medicaid
coverage
>95% lives
covered*
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Lab infrastructure
4 labs in
WI(2), CA, AZ
Square feet of
clinical lab space
230,000+
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
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IT foundation
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
Primary care
officesPayers
Health
systems
Customer
care
Billing &
reimbursement
Data
analysis
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Customer service
24/7Customer support
200+Languages available
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
9.3MTotal patient and provider
support calls in 2020
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Sales and marketing strength
Sales & marketing
investment since 2009*
Person team
1,000+ $2.6B
Marker
discovery
Sample
collection
Platform
technology
Clinical
trials
Regulatory
expertise
Insurance
coverage
Lab
infrastructure
IT
foundation
Customer
service
Sales & marketing
strength
Specialties: primary care,
oncology, gastroenterology,
urology, & women’s health
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*Includes Genomic Health investment prior to acquisition
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Screen fewer people to detect 1 cancer with multi-cancer approach
166People need to be
screened to detect 1
colorectal cancer
~30People need to be
screened to detect 1
type of multi-cancer
166
~30
Colorectal
Multi-cancer
Sources: Imperiale TF et al., N Engl J Med (2014)
Karwinski 1990, Burton 1998, Sens 2009, Ahlquist 2017; assumes ~85% sensitivity for a multi-cancer test
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Colorectal cancer is just the beginning – EXAS is uniquely positioned to address multi-cancer screening
Esophageal 89% (16/18)
Liver 83% (30/36)
Lung 78% (28/36)
Ovarian 90% (27/30)
Pancreatic 90% (27/30)
Stomach 87% (26/30)
87%
Training
Sensitivity 83%
Validation
Sensitivity 86% Sensitivity
Overall
Specificity
95%
Note: preliminary data from a study of 180 cases and 257 controls; validation set was 1/3 of total samples; currently evaluating whether performance is maintained
in early stage disease across additional cancers; performance degradation is typical when moving from smaller case control to larger prospective trials;
stage breakdown: 5 stage I, 43 stage II, 65 stage III, 56 stage IV, 11 un-staged
N=292120 cases
172 controls
N=14560 cases
85 controls
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Unique capabilities will support multi-cancer screening
3,500+Cases collected
across all stages
1,400+Stages 0, I, and II
Note: only includes cases collected from multi-cancer sample collection trial: ClinicalTrials.gov identifier NCT03662204
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