23andMe | Investor Presentation Deck | 63 slides

andMe · 2022-02
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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coverage by narrative range · generated from this deck JSON
Narrative range 63 total
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Whole deck 63 slides 100% 63/63 slides 100% 63/63 slides · 282 hits
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44.4% 28/63 slides · 29 hits 23.8% 15/63 slides
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Slide inventory

63
every slide · same image gating as the playbook
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Slide 1
Background pattern consists of DNA base pairs (A, C, G, T).front_matter
03
The background contains scattered DNA base letters (A, T, C, G), suggesting a biotech or healthcare context.transition
04
The chart uses a gradient arrow to emphasize the scale of 12.2M participants compared to other biobanks.show_traction
05
The slide uses a split-screen layout with a quote on the left and quantitative evidence on the right.frame_problem
06
Uses a list of industry-disruptor pairs to build a case for the company's thesis.argue_timing
07
The slide uses a timeline format to demonstrate regulatory milestones and credibility.show_traction
08
The slide combines quantitative traction metrics with a qualitative customer story to validate the product's value proposition.show_traction
09
The slide uses a DNA-themed background with scattered A, T, C, G letters.inspire_vision
10
The slide uses a split-screen design with a gradient background on the left and white space on the right. The 'ACGT' letters are stylized as a logo/graphic eleminspire_vision
11
The slide highlights the scale of the 23andMe database and its application across three business pillars.show_traction
12
The slide uses a circular process flow to represent a self-reinforcing business model.present_framework
13
The slide showcases three core product features using mobile and web UI screenshots.present_solution
14
Uses a flow diagram to show the gap in healthcare coverage for BRCA testing.illustrate_case
15
The slide highlights the breadth of genetic reporting and emphasizes FDA authorizations.present_solution
16
Includes two mobile UI mockups showing personalized user results.show_traction
17
The slide highlights the value proposition of the premium subscription tier.present_solution
18
The slide features a background pattern of DNA base pairs (A, T, C, G) and a central circle with the number 3.transition
19
The chart highlights that health care only accounts for 10% of the risk of premature death, framing the opportunity for non-clinical interventions.frame_problem
20
The slide uses a gradient color scheme for the bars. The data is sourced from a 2019 survey of 1,046 customers.show_traction
21
Uses a visual contrast between uniform yellow figures (reactive) and diverse, multi-colored figures (proactive) to illustrate the shift from one-size-fits-all tcompare_peers
22
Uses a simple equation-style visual to show the merger/partnership of two entities resulting in a set of service offerings.present_solution
23
establish_context
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present_solution
25
The slide uses a gradient background and visual representations of mobile app screens to illustrate the integration of genetic insights into primary care.present_solution
26
The slide features a gradient background with scattered DNA base letters (A, T, C, G) and a central circle containing the number 4.transition
27
The slide uses a split-screen layout with a blue background on the left for the core problem statement and a white background on the right for supporting metricframe_problem
28
The slide uses a contrast-pair framework to highlight the competitive advantage of 23andMe over the traditional industry.compare_peers
29
The slide uses a combination of a grid of metrics for general health conditions and a timeline for the COVID-19 study.show_traction
30
Includes a conceptual diagram of SNP comparison and a multi-level zoom-in Manhattan plot.establish_context
31
The slide uses Manhattan plots to show genetic association density over time and a line chart to show the cumulative growth of independent hits.show_traction
32
The slide uses a grid of small-multiple charts to show genetic association data across 12 medical categories. A specific example for NAFLD is highlighted at theshow_traction
33
The slide uses a central diagram of the TSLP receptor complex connected to five regional association plots (LocusZoom-style plots).establish_context
34
The heatmap shows log(OR) values for three TSLP GWAS signals across various diseases.analyze_data
35
The slide uses a funnel metaphor to show the narrowing of research targets.present_solution
36
The slide uses a timeline-style layout to show drug development stages from Discovery to Phase 2.plan_implementation
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transition
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The slide uses a three-column process flow to connect market opportunity, genetic validation, and biological mechanism.present_solution
39
The slide uses a biological pathway diagram to explain the mechanism of action for potential combination therapies.present_solution
40
The chart shows tumor growth inhibition over time, highlighting the triple combination (Anti-CD96 + Anti-TIGIT + Anti-PD1) as the most effective.show_traction
41
Includes a clinical trial flow diagram and endpoint table. Mentions strategic collaboration with GSK.plan_implementation
42
The slide uses a split-screen layout with a gradient background on the left and key bullet points on the right.present_solution
43
transition
44
Uses heatmaps to visualize genetic associations with various disease phenotypes.present_solution
45
Includes a biological pathway diagram illustrating the signaling cascade.establish_context
46
The slide uses a before-after diagram to illustrate the mechanism of action.present_solution
47
The slide outlines a standard clinical trial design including patient criteria, cohort structure (Part A/B), and primary/secondary objectives.present_framework
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present_solution
49
The background features a DNA-like sequence pattern (A, T, C, G) on a gradient background.transition
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summarize
51
The slide uses a split-screen layout with a blue gradient background on the left and financial metrics on the right.analyze_data
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Fiscal year ends March 31.analyze_data
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analyze_data
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Fiscal year ends March 31.analyze_data
55
The slide highlights a 34% YoY increase in Therapeutics R&D spending.analyze_data
56
The table shows a significant increase in Advertising and Brand spend year-over-year.analyze_data
57
The table provides a breakdown of segment revenue and EBITDA, followed by a detailed reconciliation of non-GAAP measures.analyze_data
58
The table presents low and high range estimates for various financial line items.analyze_data
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The slide uses a 2-column layout to contrast established metrics with future/status indicators.show_traction
60
The background contains scattered DNA nucleotide letters (A, T, C, G).appendix
61
Uses a 'fill in the blanks' analogy to explain genotype imputation.present_solution
62
The slide highlights a $300M investment and 50/50 profit sharing model.cite_precedent
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The slide uses a numbered list format to outline key strategic pillars.present_solution