29
Kevin Hrusovsky Chairman & CEO January, 2018

Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

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Page 1: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

Kevin HrusovskyChairman & CEOJanuary, 2018

Page 2: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

2

Safe Harbor

Forward-Looking StatementsThis presentation and the accompanying oral commentary contain “forward-looking” statements that are based on our beliefs and assumptions andon information available to us as of the date of this presentation. Forward-looking statements include information concerning our possible orassumed future results of operations, business strategies, development plans, regulatory activities, competitive position, potential growthopportunities, addressable markets, use of proceeds and the effects of competition. Forward- looking statements include all statements that are nothistorical facts and can be identified by terms such as “anticipate,” “believe,” “can,” “continue,” “could,” “enable”, “estimate,” “expect,” “intend,”“may,” “might,” “objective,” “ongoing,” “plan,” “predict,” “project,” “potential,” “should,” “will,” or “would,” or the negative of these terms, or othercomparable terminology intended to identify statements about the future.

We may not actually achieve the plans, intentions or expectations disclosed in our forward-looking statements. Forward-looking statements involveknown and unknown risks, uncertainties, assumptions and other factors that may cause our actual results, performance or achievements to bematerially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Except asrequired by law, we assume no obligation to update these forward-looking statements publicly, or to update the reasons why actual results coulddiffer materially from those anticipated in the forward-looking statements, even if new information becomes available in the future.

The Company has filed with the U.S. Securities and Exchange Commission (the “SEC”) a registration statement (including a prospectus) for the offering to which this presentation relates, but such registration statement has not been declared effective. Before you invest, you should read the prospectus in that registration statement, including the Risk Factors set forth therein, and the documents incorporated by reference or filed as exhibits to the registration statement for more complete information about the Company and this offering. You may access these documents for free by visiting EDGAR on the SEC website at www.sec.gov. Alternatively, copies of the preliminary prospectus may be obtained from J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803-9204; Leerink Partners LLC, Attention: Syndicate Department, One Federal Street, 37th Floor, Boston, MA 02110, by telephone at (800) 808-7525, ext. 6132 or by email [email protected]; or Cowen and Company, LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, Attn: Prospectus Department, or by calling (631) 274-2806 or by faxing (631) 254-7140.

Page 3: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

3

Marquis Management, Board and Investors

Kevin Hrusovsky Chairman & CEO

Martin Madaus, PhD Chairman & CEO Ortho Clinical Diagnostics

Douglas Cole, MD Managing Partner Flagship Pioneering

Keith L. Crandell Co-Founder & Managing Director ARCH Venture

John M. Connolly Senior Advisor Bain Capital Ventures

David Walt, PhD Founder Quanterix & Illumina, Harvard

Paul Meister Co-founder Liberty Lane Partners

Marijn Dekkers, PhD Chairman, Unilever, General Electric BOD

Board

Value Creation – Strong Track Record

Kevin HrusovskyChairman & CEO

Mark Roskey, PhDCommercial

David Duffy, PhDCTO

Bruce BalOperations

Ernie OrticerioCD & Finance

Elisabeth ColunioHR

Joe DriscollCFO

Brian KeaneGeneral Counsel

Management

Dan Sikkema, PhDOncology

Andreas Jermone, PhDNeurology

• IPO 7.5x’s over subscribed; $80 million in bank• Raised $150 million past three years

• Rapid Success in Research: 0 - $23M Revenue• 2020 - Diagnostics: New Deals; 750 Trials, PPH Validation

Page 4: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

44

Disruptive Biomarker Technology Enabling Precision Health

Core Simoa Technology

Multiple Target Markets

Research Diagnostics1

Clinical trials1 Precision health1

Therapeutic Area Focus

Scientific and Customer Validation

Digital Sensitivity

See Health and Disease Processes Earlier

Less Invasive Sample Types

All Relevant Biomarkers

vs.BiopsyBlood draw

Inflammation Infectious DiseaseOncology

Analog Digital

Neurology

DNA ProteinsRNA

1 Subject to receipt of regulatory approvals or clearances which the company has not applied for to date.

Cardiology

Competition

Multiple Instrument Formats Possible

Page 5: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

5

Convergence of Technology and Healthcare

digital

analog

digital biomarkers

Measuring Life’s Variables

Page 6: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

6

20,000genes

100,000+ proteinsRNA

Molecules of Life; Genotype to Phenotype

Molecules of Life

Environmental Factors Affect Health

Drugs RadiationLifestyle Infections

Diet Sleep Exercise

PollutionStress Concussions

Cancer Diabetes

~1975-1990’s

~2000-2013

~2013-present

pg/mL

ng/mL

fg/mL

ELISA

ECL

Quanterix

900xsensitivityincrease

Measuring What Could Not Be Seen Before

Page 7: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

7

INVA

SIVE

NESS

symptomsPreventative Healthcare

Biopsy,spinal tap

or other invasive

procedures

bloodsalivaurine

healthy I II III IV death

STAGE OF DETECTION

sickness begins

biomarkerconcentration

cancer

neuro

sick, asymptomatic

cardio

infectious disease

HEALTHCARE SICK CAREbiomarkerconcentration

GOAL

Placement of disease categories is for illustration purposes only

Page 8: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

8

INVA

SIVE

NESS

sickness begins

sick, asymptomatic

symptomsPreventative Healthcare

biopsyspinal tap

bloodsalivaurine

healthy I II III IV death

STAGE OF DETECTION

biomarkerconcentration

biomarkerconcentration

Current detection

limit

Current detection limit

New detection

limit

New detection limit

HEALTHCARE

9.0 pg/ml*0.01 pg/ml*

* Represents limit of detection for the leading commercially available IL-2 assay and SIMOA’s limit of detection of IL-2 for illustrative purposes

SICK CARE

Quanterix

>100,000Proteins expressed in the human body expressed by

20,000 coding human genes

~10,500Secreted proteins in

circulation in human blood

<1,300Proteins consistently detected

by conventional IA tech

~205FDA-approved IA diagnostic tests

Today

Page 9: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

9

Illuminating the Continuum from Health to Disease

OncologyPotential to be highly

predictive of early stage cancer recurrence

NeuroPotential for diagnosing Alzheimer’s dementia in

line with current CSF biomarkers

Infectious DiseaseSignificant potential toreduce the spread of

infectious disease

InflammationTNF-α at LoD levels

>100x below traditional IAs

20 pubs36 markers

89 pubs49 markers

75 pubs95 markers

Sensitivity enables researchers to expand into diseases associated with previously undetectable proteins

Page 10: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

10

Unprecedented Protein Detection Sensitivity

1

Provider Protein

Innotest Ab 42

Innotest Tau

Techne IL‐6

Techne TNF‐α

ALPCO C‐peptide

Techne IL‐10

Millipore INF‐α

Genentech IL‐17A

Roche/Siemens PSA

Ortho p24

Techne IL-5

Normal clinical range (median)Leading ELISA LoD (2.5 SD)Quanterix LoD (2.5 SD)

LoD comparison

Concentration, pg/mL

Assa

y

Quanterix

Concentration, pg/mL Average 3000xConcentration, pg/ml

Page 11: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

11

WW COST

Oncology

$350B

DEATHS / YR 9MM

Neurology

$270B

18MM

$6B

Cardiology

$470B

ID, InflammationOther*

$140B

TOTALS:

$1.3T

7MM 15MM ~50MM

$38B$9B

Applications

* Other includes validation related to inflammation, technology, immunology and others Source: Health Advances analysis, ASCO, NIH, Kaiser Family Foundation, Miller 2011 J Am Coll Cardiol, O’Donoghue 2014 Ann Intern Med, WHO

$25BBIOMARKERMARKET

Page 12: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

12

Our Product Portfolio

Instruments Assay kits Services

HD-1 Analyzer - $175k list

Launched 2014 Fully-automated 400 samples / shift HD-X Trade in Q4’18

SR-X - $75k list

Launch 1H’18, Now Q1’18 Reader only Academic, Int’l, Assay Dev’l Multiplexing, smaller samples Nucleic Acids w/o PCR

Consumables and Ab’s

80 assays kits including homebrew / multiplex

Proprietary disk with 24 arrays 30+ new assays in 2018 Portable between instruments

In-house and field based

Sample testing and Assay Dev’l Maintenance, warranties, training CLIA Certification 2H’18 Drug Trials for efficacy, toxicity

and companion diagnostics

Page 14: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

14

Long Term (>3 yrs)Near Term (1-3 yrs)Immediate

Strategic Roadmap to $38B Market

*$8B Future Life Science research is inclusive of $3B Life Science Research Today, not net. Also includes pharma services and clinical trials.Note:IA= Immunoassay, IHC = immunohistochemistry, mass spec = mass spectrometry; MS = multiple sclerosis, PSA = prostate-specific antigen, TBI = traumatic brain injury.Source:Health Advances analysis.

Research Today

$3B

Pharma Services & Future Research

$8B*

Diagnostics and Health

Screens

$30B

Ris

k/R

ewar

d

Quanterix today

$6B

POC IA & Molecular

$11B

Core Lab IA$4B Mammography

MS Monitoring

$1B

$2B

$1B

PSA Monitoring

TBI Monitoring

Companion Diagnostics$2B

$1B Alzheimer’s Diagnosis$1B Pancreatic Cancer Screening and Monitoring

Page 15: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

15

Pharma Services, LDT, CDx

Reinvent drug developmentResearch

Discover and validate digital biomarkers

IVD Diagnostics, LDTand Health Screens

Disrupt healthcare

Global sales channelMenu expansion

Benchtop SR-X - Revamped HD-X

Phase I, II and III Drug Trials

Diagnostics PartnersAbbott and BioMerieux

$38B

$3B

Clia Lab, Menu

Page 16: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

16

Current Landscape Dominated by Few Companies

41%

13%

5%

3%

2%

1%

Other 15%Manual 20%

*Immunoassay Research, including partners and excluding Diagnostic

IA Research market:

$1B(7% CAGR)

*

Complementary:MASS SPECTROMETRY

Indirect Competition:IMAGING

IA + Nucleic Acid Y/E 2016 Installed Base:

14,500Nucleic Acid

$2B+

Pharma Services$2B

+Future Expansion

$3B

Page 17: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

17

Rapid Growth with Compelling Consumable Pull-through

Three-year Growth($ in millions)

Grew from 0 instruments Jan’14

72

121

53

98

185

58

126

180

2015 2016 2017 est.

InstrumentsPublicationsMarkers

(cumulative)

2018 Milestones• Q1: Launch SR-X benchtop• Q4: Launch HD-X: Trade in• Expand menu by 30+ assays• Multiplexing, cost and sensitivity• Globalize and enter Pharma Services • CLIA certification and LDT licensing• Explore Point-of-Care relationships• Blood screening license – Top Dx Co • Bolster Ab engineering capability

176

$2.9 $4.4$7.6

2015 2016 2017E

$12.2

$17.6

Revenue

$22.5-$22.9

= Consumables

Q4 represents a preliminary, unaudited est. of financial information. We have not finalized the audit of our results of operations for the 3 months and year ended 12/31/17, which may identify items requiring adjustment to these unaudited financial results.

Page 18: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

18

• Cash $80M ($9M debt) - Sufficient to crossover• 65%+ GM at scale: C 75%+, I 55%, S 65%• M&A can accelerate pace to scale• Head count today 125, projected at 150 at ’18 year end

‒ 55 Commercial, 35 R&D/Eng, 25 Mfg / Operations

Business Profile

NA61%

Asia9%

Eur30%

Instruments34%

Assays40%

Accelerator26%

Pharma/Biotech/CRO

61%

Academia39%

Oncology16%

Neurology72%

Cardiology5%

Infect. Disease

6%

Product Revenue Allocation(2017 estimate)

$1.6

$3.1

$4.9

2015 2016 2017E

Accelerator Revenue(millions)

Q4 represents a preliminary, unaudited est. of financial information. We have not finalized the audit of our results of operations for the 3 months and year ended 12/31/17, which may identify items requiring

adjustment to these unaudited financial results.

• Promotion cost center to 65% g.m. growth catalyst business• Mood Study, pharma utilization, drug trials pipeline• CLIA certification for pharma services enables LDT entry

Page 19: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

19

Biomarkers Clinical Utility is Transforming Drug Development

Cancer, auto immune and inflammation and neurology

75 300

750500

2015 2016 2017 Pipeline

Cumulative Trials using QTRX:

2

20

2015 2017

CRO’s using QTRX

0

7

2015 2017

Trials at QTRX

26.1%

19.1%

15.3% 15.1%

11.1% 9.6%8.4%

6.6%5.1%

210% increase in

probability of drug approval

4th Leading Cause of Death in USA

25%

30%

47%

48%

57%

60%

60%

60%

62%

EfficacyDepression

Schizophrenia

Cardiac arrhythmia

Asthma

Diabetes

Osteoporosis

Hepatitis C

AD

Cancer

Toxicity

Page 20: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

20

Blue Chip Customers

Research Institutions Biopharma Other

Page 21: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

21

Rapid Adoption with Early Evidence of High Utilization

# of Instruments

Consumable avg. $/yr./instr.1

$117,00070% Neuro

$117,00070% Infl. & Onco.

$200,00095% Homebrew

Applications

# of Instruments

Consumable avg. $/yr./instr.1

$175,00095% Homebrew

$135,00070% Neuro

$100,00030% Homebrew

Applications

1. Based on revenue through June 30, 2017, annualized for full year

Today avg. is$52K per instr, up from $40K

Homebrew revenue per

test is 1/3 kits

Page 22: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

22

Rapid growth of Clinical Trials in Oncology and Auto Immune

Oncology: ImmunotherapyAutoimmune DiseasesCardiovascular Disease

Type 2 Diabetes Pulmonary

Neurological

“75% of 500+ clinical trialsrequire Quanterix data w/ Luminex”

Ralph McDade, CEO RBM Myriad Genetics(45 Luminex Readers SR-X)

Predictive use of efficacy & safety biomarkers

Candidates attrition & refinement

Dose selection, PK/PD modeling

Efficacy & safety “valid” & putative markers

PoM, protocol design

Patient stratification

Other indications

Market differentiation

Post approval surveillance

IL-15IL-17AIL-17fIL-18 IL-23IFN-αIFN-β CP3B

IFN-γIP-10 MCP-1 TGF-αTNF-αTNF-β TRAILHomebrew

EotaxinGM-CSF IL-1α IL-1βIL-2IL-4 IL-5 IL-6

IL-7 IL-8 IL-10 IL-12p40IL-12p70IL-13CP3AVariaplex

Ultrasensitive Digital Biomarkers 20 Inst in Pharma Services

Companion Dx

Page 23: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

23

2011 2012 20132014

2015

2016

2017

Sports/military/concussionTBIAlzheimer's Disease Multiple sclerosisNeurodegeneration (other)Other

JAMA Neurol. 2014;71(6):684-692.

Tau predicts return-to-play following concussion

Tau28 concussed hockey players

AUC 0.91

JAMA Neurol. 2015; Aug 3

Tau (chronic)70 ex-deployed

military personnel

Tau predicts TBI history, and long-term symptoms

(25)

(36) JAMA Neurol2017; May 1

NF-L570 patients & HCs

cross-sectional

Plasma NF-L exhibits high diagnostic

accuracy for Alzheimer’s

disease(AUC 0.87)

Neurology Publications – Catalyze Disruption

2x winner

“Concussion”Starring Will Smith &

Alec Baldwin

J Neurotraum Neurol. 2016; Oct 1

NF-L19 collegiate

players (TCU)

NF-L reflects extent of football hit exposure over a season

Neurol Neuroinfl2016; Aug 2

NF-L12 patients,

longitudinal study

NF-L reflects MS progression

Page 24: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

24

Multiple sclerosis

Alzheimer's Disease

Frontotemporal Dementia

Amyotrophic Lateral Sclerosis (ALS)

Delirium

Traumatic brain injury

Concussion

Chronic Traumatic Encephalopathy (CTE)

Parkinson’s disease

Creutzfeldt-Jakob (prion) disease

Huntington’s disease

Guillain-Barre syndrome

Brain hypoxia

Stroke

Subarachnoid hemorrhage

Neurology Opportunity

Digital biomarkers impacting all areas of brain health:

TauP-TauAmyloid β 40Amyloid β 42Nf-LBDNFGFAPUCH-L1NSETNFaaSynucleinTDP43Inflammatory CytokinesMultiplex combinations

Page 25: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

25

Neurology Customers

1.92.8

4.3

2015 2016 2017E

Instrument Sales ($)

1.61.9

4.8

2015 2016 2017E

Consumables Sales ($)

0.3 1.1

2.5

2015 2016 2017E

Accelerator Sales ($K)

17

35

48

2015 2016 2017E

Number of Instruments (units)

3 6

22

2015 2016 2017E

Consumable Markers Added

1775

158

2015 2016 2017E

Accelerator Projects

14

41

85

2015 2016 2017E

Number of 3rd Party Pubs

1 3

8

2015 2016 2017E

Neuro Projects in Trials

Page 26: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

26

Neurology Customers

PIPELINE(inc. installed base)

1.92.8

4.3

2015 2016 2017E

Instrument Sales ($)

1.61.9

4.8

2015 2016 2017E

Consumables Sales ($)

0.3 1.1

2.5

2015 2016 2017E

Accelerator Sales ($K)

17

35

48

2015 2016 2017E

Number of Instruments (units)

3 6

22

2015 2016 2017E

Consumable Markers Added

1775

158

2015 2016 2017E

Accelerator Projects

14

41

85

2015 2016 2017E

Number of 3rd Party Pubs

1 3

8

2015 2016 2017E

Neuro Projects in Trials

Note: 2017 figures are estimates

Q4 represents a preliminary, unaudited est. of financial information. We have not finalized the audit of our results of operations for the 3 months and year ended 12/31/17, which may identify items requiring adjustment to these unaudited financial results.

Page 27: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

“40% lower cost, 60% more accessible, and live 8 years longer productive lives.”

Kevin HrusovskyFounder & Chair, Powering Precision Health Summit

606attendees

54luminary speakers

18corporate sponsors

Speakers from:Harvard Medical, MD Anderson Cancer

Center, Merck, Eli Lilly, NYU, UPenn, NIH, DanaFarber, Yale Medical, Biogen, Cedars

Sinai, Myriad RBM,Boston Univ.

Massachusetts Governor Issues Proclamation for

Precision Health Awareness Week

12PPH news

articles

402tweets

about PPH

154live streams on Periscope

133,000,000social media impressions

Revolutionary opportunities to detect earlier and improve treatment of:

• Pancreatic Cancer• Breast Cancer• Prostate Cancer• Lung Cancer• Alzheimer's• CTE

• Concussions• Diabetes• Multiple Sclerosis• Parkinson• HIV• C-Difficile

6,500 Peer-Reviewed Publications

Page 28: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

28

Lynchpin

Disrupt

Holy Grail

Proven

Product Launches

New Answers

Retail

Best in Class

$3B to $38Bn1

170+ pubsAll Areas

$150MInvested

4

2

6

3

5

Proven Management, Bod, Investors and Founder

1

7

Category-defining; Unrivaled Sensitivity

Validation: 17/20 top pharma, PPH, 700+ trials

Growth & Value; Razor – razor blade, M&A

Genotype to phenotype; Drug Development to Dx

Methodical market penetration strategy to reward investors

Research value backstop with dx / digital disruption potential

ValueDifferentiator

Poised to Disrupt Healthcare and Create Significant Value

market

execution

1. $30bn subject to receipt of regulatory approvals or clearances, which the company has not applied for to date.

Page 29: Kevin Hrusovsky Chairman & CEO - Quanterix · Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: (866) 803 -9204; Leerink

29

Empowering Personal Health Management Paradigm

* Subject to any required regulatory approvals and clearances, which the company has not applied for to date