Optimising gut health through regular gut microbiome testing and a personalized diet CEO, Kristofer Cook Copyright© 2018 Carbiotix AB. All rights reserved.
Optimising gut health through regular gut microbiome testing
and a personalized diet
CEO, Kristofer Cook
Copyright© 2018 Carbiotix AB. All rights reserved.
Copyright© 2018 Carbiotix AB. All rights reserved.
Some key topics that will be covered
• Why should we care about optimizing gut health?
• What are the microbiome truths?
• Personalized diets as a means to optimize gut health
• Key learnings to date and where do we go from here
Introduction to Carbiotix
Copyright© 2018 Carbiotix AB. All rights reserved.
An award winning personalized nutrition company focused on simple, affordable
and effective gut health solutions and microbiome therapeutics.
Carbiotix history & achievements
Copyright© 2018 Carbiotix AB. All rights reserved.
Based in
Lund, Sweden
2014
Spin off from Dept.
of Biotechnology (LU)
Winner of
Venture Cup (SYD)
2015 2015
Top 10 new
ingredient (EU/US)
2017
Formation of IE JV
for AX ingredient
2018
Launch & verification
of consumer platform
2018
Ramp up of therapy
development
Copyright© 2018 Carbiotix AB. All rights reserved. Company Confidential.
Soluble fiber and chronic disease
• Nearly ALL adults consume too little soluble fiber in their diet
• The soluble fiber gap is in some cases 2-5 times less what should be consumed
• Growing body of evidence linking metabolic and chronic diseases to a lack of fiber
Copyright© 2018 Carbiotix AB. All rights reserved.
What is the science behind this
claim?
• 100 trillion bacteria, viruses and fungi living on and in us
• 10 for every human cell
• Inflammation in colon caused by pathogenic bacteria (eg. E. coli)
which triggers chronic conditions
• Soluble fiber is “food” for the good gut bacteria
• Growth of good bacteria prevents bad bacteria
Copyright© 2018 Carbiotix AB. All rights reserved. Company Confidential.
What market do we operate in?
• The market for gastrointestinal (GI) supplements is 5 billion USD today and is
expected to reach 8 billion USD by 2021, with a CAGR of 11%
• The market for GI therapeutics is 40 billion USD today and is expected to
reach 45 billion USD by 2021, with a CAGR of 5%
• Other key markets touched: microbiome lab services, personalized nutrition
´
Copyright© 2018 Carbiotix AB. All rights reserved.
What are the challenges?
• Current soluble fiber supplements/therapeutics are poor/non-existent
• Consuming enough soluble fiber is challenging in itself
For example, to get 5gr soluble fiber:
x 7 (550 cal) x 15 (1050 cal) x 26 (1450 cal)
Microbiome challenges and solution
Copyright© 2018 Carbiotix AB. All rights reserved. Company Confidential.
Every gut microbiome
is unique and
constantly changing
At-home gut microbiome
tests are prone to sampling &
outlier error
There exists a logical
microbiome intervention
hierarchy
Solution:
Slowly increasing the dose of soluble fiber based on individual
needs, focusing on training host probiotic bacteria to consume
more and more fiber over time
Sign-up
online
1. You receive
a test kit
2. You take a
monthly sample
4. Monthly update
of results
3. Monthly analysis
of sample
Copyright© 2018 Carbiotix AB. All rights reserved.
Dietary
Recommendations
Service model for all subscriptions
Fiber Loving Bacteria (FLB) index
Copyright© 2018 Carbiotix AB. All rights reserved.
The BMI for gut health
We have to deliver what we promise every month
Consumer subscription services
Copyright© 2018 Carbiotix AB. All rights reserved.
FreeGutTM
Ability to explore
soluble fiber rich
foods for free
LoveGutTM
Personalized dietary
advice and monthly
gut health test
PersonalGutTM
Personalized fiber
and monthly gut
health test
Corporate services
Copyright© 2018 Carbiotix AB. All rights reserved.
LinkGutTM
Customer gut health
data and product
personalization
StudyGutTM
Low cost exploratory
studies on ingredient
& product efficacy
CareGutTM
Gut health for
corporate wellness
programs
Copyright© 2018 Carbiotix AB. All rights reserved. Company Confidential.
Products - microbiome therapeutics development pipeline
Discovery Proof of
Concept Pre-clinical Phase 1 Phase 2 Phase 3 Indication
CBX100
Programme
Code
Arthritis
CBX200
Allergic & non-allergic
asthma
CBX300
IBD – Crohn’s disease
& Ulcerative Colitis
CBX400
Future indications of interest: Immuno-oncology and Alzheimer’s
CBX500
Type-2 Diabetes
CBX600
Cardiovascular disease
CBX700
Autoimmune diseases
Acne
Study in Q4/Q1 with 600 participants (3,500 applicants)
Intellectual property
Copyright© 2018 Carbiotix AB. All rights reserved.
Provisional patent (2017) for personalized fiber model
Provisional patent (2018) for FLB biometric & applications
Provisional patent (2018) for therapeutic development and
delivery model
Our competitive advantage – service model
Copyright© 2018 Carbiotix AB. All rights reserved.
Low cost testing
Innovations in sampling, analysis and data interpretation allow
us to offer the lowest cost microbiome test on the market
Customization
We customize our microbiome analysis for each target
audience and can include unique biomarkers of interest
Personalization
Our focus is on personalizing dietary recommendations for
each individual with a focus on host probiotic bacteria growth
Copyright© 2018 Carbiotix AB. All rights reserved. Company Confidential.
Our competitive advantage – diverse revenue
channels
Prebiotic Ingredient Sales
Consumer/Corporate Gut Health Solutions
Through Pure Fiber Ltd (IRL) Prebiotic ingredients for feed, food & beverage and nutraceut. Benefits: • Shift all costs to other party • Options agreement with Pannonia Ethanol worth >40 MUSD/yr in 5 yrs • Access to second generation prebiotic for 1,000 USD/ton
Core business of Carbiotix AB Affordable microbiome tests and personalized prebiotics Competitive advantage: • First-principles design • Access to low cost materials • Can subsidize through options agreement • IP, first mover advantage, and more reliable data
Microbiome Therapeutics Development
R&D activity at Carbiotix AB 7 indications at the discovery phase with initial IP Competitive advantage: • Quality microbiome data • Consumer platform can be used to both identify candidates, and increase the efficacy of therapeutics developed
Subsidize Subsidize
Copyright© 2018 Carbiotix AB. All rights reserved. Company Confidential.
Growing interest in market
Pro
bio
tic
An
aly
sis
P
reb
iotic
Th
era
pe
utic
Exciting results so far
Copyright© 2018 Carbiotix AB. All rights reserved.
• Early indications that an optimized gut health (high and stable FLB) is highly
sensitive to inflammation, which may be an indicator of a more serious health
condition (early warning system).
• Healthy soluble fiber RDI is not the same as optimized soluble fiber RDI (2-5x),
meaning there is a significant deficiency (need to address first)
• Gut health improvements of a majority of our customers after 2-4 months, with
some reaching optimal gut health in this time-frame
• Optimizing gut health is a 6+ month journey, thus patience is needed
Keys to success
Copyright© 2018 Carbiotix AB. All rights reserved.
Simple:
• Easy to use and understand (minutes a day/month and one data point to follow)
Affordable:
• Monthly cost in-line with other subscription services (reaching a <$10 price point)
Effective:
• Ability to show monthly improvements and optimization of gut health
Inclusive:
• Open platform gut health biometric (FLB index) and fiber recommendations
• F&B companies, GH Studies, employee wellness programs, and H&F apps
Seed investment
• Raising 1 M Euro with close in Q4 2018 (700,000 Euro raised to date)
• Offering 15% equity (valuation 5.6 M Euros pre-money)
• Syndicate interest with participation from 2-4 partners
• Financing used for market development, product expansion, and therapeutics
pipeline development
• Planned Series A in 2020
Copyright© 2018 Carbiotix AB. All rights reserved. Company Confidential.
Thank You for your attention!
For further information visit:
www.carbiotix.com or contact:
[email protected] / +46708796580
Copyright© 2018 Carbiotix AB. All rights reserved.