Section Questions Level of detail Format of output Background (company description) what is this company? - what does it do, how, for whom, where? Include unique offering, differentiators and positioning 1 or two short paragraphs Text , can include quotes of how company describes themselves Mission and Vision Quotes if available Business structure Private / public company ? Acquired / Part of bigger company ? Business units or segments ? Where in the structure does Onco Dx sit ( could be more than one department , explain )? Top leadership for company and for Onco Dx Top level for overall structure but enough to understand where OncoDx sits and if it represents most of the business or just a small segment Text , bullet points , snapshots of organigrams or similar Company growth strategy Growth drivers? Growth strategy ? Role for M&A, market expansion , line expansion , geographical expansion , etc Understand what drivers of growth are currently and in future, and role/contribution of Onco Dx Text including Quotes from ECs or similar, statements from website, management team Company performance (top level ) How is the company performing in terms of overall revenue and growth (versus previous periods)? How much is Onco Dx contributing to performance? How much is company investing back into business, particularly for R&D Number for the specific indicators listed ; a few paragraphs or quotes to give a sense of how strong the business is , future expectations . Total revenue FY (specify period) and % growth from previous homologous period . Total investment R&D FY (specify period) and % growth . Total revenue for Onco Dx and % growth (or closest level, specify) Other statements or indicators of business direction and role of Onco Dx - current and expected Oncology Dx proposition What does the company propose to offer in Onco Dx? Who are the main customers? What is the overall proposition, and the main services or products aligned to it? Now and beyond 2022? 1 -2 sentences to explain the proposition and target markets ; list of main products or services with brief explanation of what they are Text, can include quotes or snapshots Key Oncology partnerships What is the company partnering strategy relevant to Onco Dx ? Any specific programs for partnering with pharma ? With academia? Other companies ? List of most relevant examples Focused on partnerships specific or relevant for Onco Dx, current and last 5 years List and dates of key partnerships ; purpose of partnerships Any statements on specific programs or strategy Include snapshots of company website or presentations if relevant
Section Questions Level of detail Format of output Key events Key events for past 5-10 years ? Expected future events of relevance for Onco Dx Keep as it is – works really well Keep as it is - works really well Key collaborations Partnerships for past 5 years, organized under With Pharma for biomarker discovery and validation and cDx development With Academia/other companies for R&D For commercial capabilities/expansion to other geographies Others – include only if relevant for the company as a whole or for Onco Dx Keep as it is – works really well Keep as it is - works really well R&D strategy What is the focus of current R&D efforts? And how much of that relates to Onco Dx? Description of ongoing and planned programs and purpose Text, include snapshots IP What are the proprietary technologies and patents? Are these being challenged, and what is the track record for gain or loss of any litigations? Description of proprietary technology and differentiation points or claims Number and scope of patents List of lawsuits and outcome Text, can include quotes Portfolio (Onco Dx only) For each product: . what type of assay it is, what does it measure (specific single genes? proteins? If NGS panel - how many genes, DNA and RNA? Type of molecular alterations? etc) . what biological materials it uses - liquid biopsy (urine? blood? etc), frozen tissue, FFPE? . customizable? available for in-house testing (as a kit?)? performed at central labs? LDTs versus commercial kits? . Unique selling points As much as available for key OncoDx products. For larger companies with many products, these are often grouped as product families under a specific brand – can bring it to higher level in this case, with description of what the family of products offers List; include snapshots of graphical representations of portfolio if available Pipeline For each product: . what type of assay it is, what does it measure (specific single genes? proteins? If NGS panel - how many genes, DNA and RNA? Type of molecular alterations? etc) . what biological materials it uses - liquid biopsy (urine? blood? ect), frozen tissue, FFPE,? LDTs versus commercial kits? . What is main objective or unmet need it proposes to cover? As much as available for key OncoDx products. For larger companies with many products, these are often grouped as product families under a specific brand – can bring it to higher level in this case, with description of what the family of products offers List; include snapshots of graphical representations of pipeline if available Regulatory and reimbursement What are the regulatory approvals (or filings and designations if not approved yet) and reimbursement decisions achieved for the company’s Onco dx products? Note - For very large companies this could be summarised to include only recent years. For smaller companies, if no OncoDx laucnhed yet, examples of any successes in obtaining regulatory approval/reimbursement for other products/other areas List applications and results for all applicable geographies in table format as it is – works well List of events , date and outcome / current status, or expected timeline for the approval / decision
Section Questions Level of detail Format of output Detailed business structure Where is the company headquartered? Where else does it have administrative, manufacturing, research or commercial facilities/presence? Who are the key decision makers (particularly for OncoDx)? What capabilities does the company have? R&D? Manufacturing? Regulatory? Market access? Commercial? Detail facilities, countries, headcount if available (total and per country or function); Bios (include photos if available) of top leadership for overall company and for Onco Dx, including specific functions such as regulatory, market access, comercial... Overview of functions relevant for named capabilities Graphs, schemes, snapshots, maps, tables as appropriate to show the various questions in an easy to grasp format Company performance How is the company performing overall ? What are the segments or business units contributing to revenue ? What is their relative contribution ? Specifically for Onco Dx segments ? What are the sales for key onco Dx products evolving ? How is the company investing back into business? Split? How are analysist viewing these results ? Make sure to clarify period for any results presented Ideally results for last FY Up to past 5 years for evolution (such as product sales) Include any comments contextualizing performance Graphs , tables or text as available Analysist quotes for the past 6 months Guidelines/ Publications What were recent Onco Dx-related data readouts? Publications in peer-reviewed journals? Inclusion in clinical guidelines? Describe event including info on the topic/Onco Dx product, type of publication, data maturity, journal, which guidelines? List of events, date and outcome/current status, or expected timelines