{
  "docId": "019de073-3cb6-7521-8cc2-fe64231d84c9",
  "docSlug": "d538949ee3add2afed287b359e626655",
  "documentTitle": "AN2 Therapeutics | Investor Presentation Deck | 25 slides",
  "authorId": "an2-therapeutics",
  "authorName": "AN2 Therapeutics",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 19,
  "pageCount": 25,
  "prevPage": 18,
  "nextPage": 20,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 9,
  "notes": "Uses a funnel-like diagram to represent market segments.",
  "elementsJson": null,
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019de073-3cb6-7521-8cc2-fe64231d84c9/19",
  "deckHref": "/decks/019de073-3cb6-7521-8cc2-fe64231d84c9",
  "deckJsonHref": "/decks/019de073-3cb6-7521-8cc2-fe64231d84c9.json",
  "deckAnchorHref": "/decks/019de073-3cb6-7521-8cc2-fe64231d84c9#slide-19",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.45,
        "x": 0.5,
        "y": 0.55
      },
      "kind": "chart",
      "text": "United States, Europe, Japan patient data",
      "attrs": null,
      "subkind": "map",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ca54d4ff-3e71-48d4-bb09-f4c6fc8d0eac",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.15,
        "x": 0.26,
        "y": 0.05
      },
      "kind": "diagram",
      "text": null,
      "attrs": null,
      "subkind": "funnel",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0527da15-08eb-4d1a-a424-8f349bc65c6d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.5,
        "x": 0.45,
        "y": 0.05
      },
      "kind": "list",
      "text": "US Treatment-Refractory (TR) NTM Lung Disease caused by MAC\nGlobal TR NTM Lung Disease caused by MAC\nUS Treatment-Naïve (TN) NTM Lung Disease caused by MAC\nGlobal TN NTM Lung Disease caused by MAC\nM. abscessus & Cystic Fibrosis NTM Lung Disease",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "19e84fea-19e6-4684-b424-e806386e2705",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.25,
        "x": 0.05,
        "y": 0.26
      },
      "kind": "paragraph",
      "text": "Significant growth opportunity in ex-US markets with additional labeled indications",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9ac22120-5ba8-4dd0-8565-fb55f1de47ed",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.22,
        "x": 0.27,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "ARIKAYCE® reported WW net sales of over $189M in 2021... Prevalence estimated to increase by ~8% per year in the U.S.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bcdfef1e-c3c7-4467-8e10-5789f1245a4a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.27,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "1. Insmed FY 2021 10-K... 5. Strollo SE, et al. Ann Am Thorac Soc. 2015;12(10):1458-1464",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0a38b61d-d23b-47d8-9c46-607d96dee258",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.25,
        "x": 0.05,
        "y": 0.08
      },
      "kind": "title",
      "text": "Commercial strategy: establish treatment refractory market",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a227006d-90a3-4a65-8a77-37eb5f23cf9f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "market-segmentation-pyramid",
      "slug": null,
      "matchId": "63440f13-d587-4e09-bcad-117c2b654150",
      "evidence": "Funnel diagram used to segment NTM lung disease markets",
      "confidence": 0.8
    }
  ],
  "arcBeats": [
    {
      "to": 22,
      "from": 19,
      "beatId": "397f2f22-31e1-4ec6-8a66-a5d5f79bbcd3",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Business Model",
      "beatSlug": "sequoia-pitch-business-model",
      "evidence": "Slides 19-22 present the business model, including market opportunity, target product profile, and intellectual property",
      "position": 3,
      "confidence": 0.9,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}