{ "docId": "019de073-42e0-708e-bbdb-4616fa343de3", "docSlug": "252a92bcbab8bda657ee7494bf765251", "documentTitle": "BioAtla | Investor Presentation Deck | 37 slides", "authorId": "bioatla", "authorName": "BioAtla", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 22, "pageCount": 37, "prevPage": 21, "nextPage": 23, "slideType": "market_sizing", "function": "size_opportunity", "density": "overcrowded", "nDataPoints": 7, "notes": "The slide uses a grid of metrics to define the total addressable market and the specific target segment.", "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de073-42e0-708e-bbdb-4616fa343de3/22", "deckHref": "/decks/019de073-42e0-708e-bbdb-4616fa343de3", "deckJsonHref": "/decks/019de073-42e0-708e-bbdb-4616fa343de3.json", "deckAnchorHref": "/decks/019de073-42e0-708e-bbdb-4616fa343de3#slide-22", "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.76 }, "kind": "list", "text": "Target population: ~40K ROR2+ addressable 2L+ patients/year in the U.S., based on ROR2 positivity rate of ~30%", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1f356fc7-149a-4005-8e59-8c85802c57a2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.81 }, "kind": "list", "text": "Internal success threshold: 2L+ ORR of ~15% - 20% (approvability bar); 20%+ (commercially relevant) following BA3011 monotherapy", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7cbfb39d-6d00-4036-97a0-1e317b4842c0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.35, "y": 0.44 }, "kind": "metric", "text": "~75%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1637c93f-5d55-4bbf-bdd3-7dab6eabfd16", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.35, "y": 0.188 }, "kind": "metric", "text": "~200K", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "25c1e630-7160-470c-9ac0-57048d18a7a6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.03, "y": 0.44 }, "kind": "metric", "text": "2L+", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2e94f367-7e9c-4abb-9627-66cf85ef8fa5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.03, "y": 0.188 }, "kind": "metric", "text": ">540K", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6338b061-60f3-42b5-b339-24309b29f004", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.5, "y": 0.46 }, "kind": "paragraph", "text": "non-squamous cell represents majority of patients", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2f03fdbc-8d89-415e-8b4c-9dd9ad29550f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.5, "y": 0.2 }, "kind": "paragraph", "text": "newly diagnosed patients / year (U.S.) – majority advanced / metastatic", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "585cd38b-9d11-4498-aa17-df5ceb6f7d71", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.18, "y": 0.21 }, "kind": "paragraph", "text": "people in the U.S. living with lung cancer", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d561ae27-86c7-4596-8f42-7138f9888a3a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.18, "y": 0.46 }, "kind": "paragraph", "text": "despite advances in 1L care, majority of patients progress", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "dc17a6a5-9a2e-4816-9b23-8283f889e66e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.11, "y": 0.95 }, "kind": "source-note", "text": "1L, first line; 2L+, second line or greater; NSCLC, non-small cell lung cancer; ORR, objective response rate; SOC, standard of care", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9cc68464-af31-42e5-b835-b4f8e251bf8e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.08 }, "kind": "title", "text": "Potential market opportunity in metastatic NSCLC", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3ad610a3-d278-4eee-ae18-c613b2d553de", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "agent": null, "layer": "slide", "matchId": "2101a948-c168-4d8a-aaa5-4a518077fa83", "evidence": "list/bullet: Target population: ~40K ROR2+ addressable 2L+ patients/year in the U.S., based on ROR2 positivity rate of ~30%", "confidence": 0.5 } ], "frameworks": [], "arcBeats": [ { "to": 27, "from": 10, "beatId": "c5004055-d5ec-4e67-8d3c-a6006b26dc07", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Traction", "beatSlug": null, "evidence": "The deck presents encouraging Phase 1 and 2 results for various indications, demonstrating traction.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "loops": [ { "to": 27, "from": 10, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "70b35119-d82b-4aab-a655-ee1318f5401a", "evidence": "The deck presents encouraging Phase 1 and 2 results for various indications, demonstrating potential for quick wins and big bets.", "position": 2, "objective": "What are the potential quick wins and big bets for BioAtla's CAB technology?", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.7, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }