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ArcticZymes Technologies (AZT) investor relations material
ArcticZymes Technologies Pareto Securities Healthcare Conference Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business overview and market position
Specializes in novel enzymatic solutions for advanced therapies, molecular diagnostics, and research, with a strong reputation in molecular tools and bioprocessing segments.
Focuses on high-growth markets, serving life science tools, CDMO, pharma, and biotech customers, with direct sales in the US and Europe and distributors in Asia.
Maintains a customer-centric culture, ISO13485 and GMP compliance, and operates with 53 employees from its HQ in Tromsø.
Achieves margins above 90% on all products, with recurring revenue streams and no debt, holding 245 MNOK in cash reserves.
Market trends and growth drivers
Molecular diagnostics market projected to reach $63B by 2033, with 64% of revenue from reagents and a CAGR of 4–18.6% in relevant segments.
Biomanufacturing market for cell and gene therapy expected to grow at 14–17% CAGR post-2024, driven by increased pharma R&D and demand for viral vectors and genome editing.
Growth in metagenomics, NGS, and synthetic biology presents additional opportunities.
Product innovation and portfolio
Offers best-in-class enzymes for biomanufacturing and molecular workflows, including protein production, sample isolation, enrichment, amplification, and downstream analysis.
M-SAN HQ GMP launched as a game-changer for advanced biomanufacturing, enabling late-stage workflows and unlocking new customer segments.
Ongoing development of RNA restriction enzyme ET-N1 and expansion of NGS portfolio.
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