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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.
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Pareto Securities Healthcare Conference Presentation summary16 Sep, 2025

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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Frequently asked questions

ArcticZymes Technologies ASA, a life sciences company, develops, manufactures, and markets recombinant enzymes derived from cold-water marine species and organisms from other relevant environments for use in molecular research, in vitro diagnostics, and therapeutics in Norway, Europe, Asia, Australia, Africa, and the Americas. It provides enzymes for real-time PCR; enzymes for various applications; Norzym Taq DNA Polymerase for routine PCR applications; Menthazym Taq DNA Polymerase that enables amplification of DNA in low-copy templates; Toyzym Taq DNA Polymerase that enhances PCR sensitivity and specificity; MgGapFill DNTP Mix that produces more reliable qPCR results by maximizing efficiency and reducing nonspecific amplifications; and ZymoTaq Hotstart qPCR Mix that provides speed and convenience with the increased specificity of hot-start chemistry.

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