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Element JPM 2026 V3_Public_With-Notes_2 1.pdf

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1、Molly He Ph.D.,CEO and CofounderJanuary 12,202644th Annual J.P.Morgan Healthcare Conference 2026 Element Biosciences,Inc.FOR RESEARCH USE ONLYSpeaker note:2025 was one of the most challenging years in the life sciences tools industry,marked by funding constraints and significant policy uncertainty.A

2、gainst this backdrop,Element once again demonstrated resilience and operational excellence,delivering sustained high growth and executing at a level many would have considered unattainable in this environment.2026 Element Biosciences,Inc.FOR RESEARCH USE ONLY270450600*cumulativeProducts SKU*Publicat

3、ions*Patents and Patent Applications*NGS+Multi-OmicsNGSHigh-Growth Despite Adversity,Enabled by Two Flagship PlatformsSpeaker note:With two flagship platformsAVITI for sequencing and AVITI24 for sequencing and integrated multi-omicswe now offer more than 70 product SKUs.Custom-er adoption continues

4、to accelerate,with over 450 publications,up from 150 in 2024,and a global IP portfolio exceeding 600 patents and applications,representing over 20%growth year over year.Importantly,despite a highly competitive pricing environment in sequencing and ongoing litigation initiated by an incumbent market

5、leader,Element delivered strong and meaningful total revenue growth.2026 Element Biosciences,Inc.FOR RESEARCH USE ONLYConsistent,High-Growth Execution3Approx.$85M2025 Estimated RevenueApprox.40%YoY growthSpeaker note:For 2025,we estimate revenue of approximately$85 million,up from$60 million in 2024

6、,representing 40%year-over-year growth.2026 Element Biosciences,Inc.FOR RESEARCH USE ONLY460%Increase YoY in Installed Base 450 Installed baseConnected RunsKit ShipmentsFootprint 2X YoY 2X YoY 40 CountriesExceptional GrowthSpeaker note:Our installed base grew more than 60%to over 450 systems across

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1. **业绩增长**:2025年营收约8500万美元(同比增长40%),装机量超450台(增长60%),覆盖40余国; 2. **平台优势**:旗舰产品AVITI(测序)和AVITI24(测序+多组学)驱动超70款SKU,客户采用加速(450篇论文,600+专利); 3. **临床与多组学突破**:临床研究收入占比25%(2024年为20%),AVITI24占新仪器替换35%,支持RNA/蛋白/形态同步分析; 4. **未来布局**:2026年推出高吞吐量系统(目标$100基因组),拓展IVDR认证及空间生物学应用,强化AI数据基础。
**Element增长秘诀?** **AVITI24如何颠覆药物研发?** **百元基因组何时落地?**
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