ArcticZymes Technologies (AZT) SEB Arcticzymes Presentation Healthcare Seminar Presentation summary

Company overview and market position

• Norwegian biotech focused on novel enzymes for advanced therapies and molecular diagnostics, with a strong reputation and Net Promoter Score of 84.

• Serves over 300 B2B customers, including life science tools companies, CDMOs, pharma, and biotech.

• Direct sales in US and Europe, with strong manufacturing capabilities and compliance to ISO13485 and GMP.

• 53 employees, headquartered in Tromsø, listed on the Norwegian Stock Exchange.

• Margins above 90% for all products, 2023 sales of 119 MNOK, no debt, and 240 MNOK in cash reserves.

Product portfolio and innovation

• Offers best-in-class enzymes for biomanufacturing, molecular diagnostics, and research, including custom and OEM solutions.

• Enzymes support viral vector, gene therapy, protein production, sample isolation, enrichment, amplification, and downstream analysis.

• Product lineup includes proteinases, nucleases, polymerases, ligases, and reverse transcriptases.

• Ongoing development of new GMP nucleases, ELISA kits, and relaunch of molecular tools enzymes.

• Exploring RNA-based therapeutics with a new sequence-specific RNA cleaving enzyme, patent filed in 2023.

Strategic priorities and growth initiatives

• Short-term focus on customer centricity, commercialization, and channel development through partners.

• Long-term strategy includes building an advanced therapies biomanufacturing pipeline and expanding the enzyme portfolio.

• GMP upgrades to enable broader drug development applications and new product launches.

• Active pursuit of M&A opportunities to strengthen manufacturing and commercial channels.