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Exscientia
Exscientia (EXAI) investor relations material
Exscientia has been delisted
Exscientia Morgan Stanley 22nd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 22nd Annual Global Healthcare Conference summary4 Sep, 2024
Strategic rationale and combination benefits
The merger unites complementary strengths: Recursion's data-driven biological insights and Exscientia's AI-powered small molecule design, creating an end-to-end drug discovery platform.
Both companies' pipelines are orthogonal, with Recursion focused on novel, first-in-class targets (notably in rare diseases) and Exscientia on best-in-class molecules in broader indications like oncology.
The combination de-risks the pipeline and enhances partnership opportunities, leveraging existing collaborations with major pharma companies such as Sanofi, Merck KGaA, Roche Genentech, and Bayer.
Strong cultural alignment and shared mission are expected to enable rapid integration and operational effectiveness post-close.
Integration planning is underway, with full operational integration targeted for early 2025.
Operational and financial synergies
Anticipated annual synergies of approximately $100 million, primarily from consolidating NASDAQ listings, board and executive structures, and operational efficiencies.
Significant cost savings expected by internalizing work currently outsourced to CROs, especially in chemistry and biology functions.
Centralizing early-stage development and leveraging automation and digital biology capabilities will further drive efficiencies.
Synergies will also enhance execution and delivery for existing and future partnership objectives.
Partnerships and business model
Existing partnerships with major pharma companies will continue as structured, with integration planning focused on avoiding disruption.
Over the next 24 months, collective partnerships are expected to deliver more than $200 million in milestones.
The combined entity may expand or evolve collaborations as new capabilities are realized.
How will Exscientia aid Roche-Genentech & Bayer?
What operational synergies are anticipated?
What's the goal: first, best, or both?
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Leroy DaleyApp Store
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Eferix Drawings Google Play
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Frequently asked questions
Exscientia plc is a pharmatech company leveraging artificial intelligence (AI) in the discovery, design, and development of drugs. The company employs a patient-first AI approach across various stages of drug development, including precision target identification, design, experimentation, and medicine optimization. It aims to accelerate the process of bringing new, effective treatments to patients with a focus on precision oncology and a broader range of therapeutic areas through partnered pipelines. The company is headquartered in Oxford, United Kingdom, and its shares are listed on the Nasdaq.
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