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1
June 25, 2015
v
Investor & Analyst Day
Introduction
JP Fielder
Senior Director
Corporate Communications
2
3
The information and data presented here was prepared for
investors and potential investors. It includes forward-looking
information on investigational products in development that are
not available for sale in the United States. These include early-
stage development products for which the performance
characteristics have not yet been established.
Safe Harbor statement
Certain statements made in this presentation contain forward-looking statements within the meaning of Section 27A of the Securities Act
of 1933, as amended, and Section 21E of the Securities and Exchange Act of 1934, as amended that are intended to be covered by the
"safe harbor" created by those sections. Forward-looking statements can generally be identified by the use of forward-looking terms such
as "believe," "expect," "may," "will," "should," "could," "seek," "intend," "plan," "estimate," "anticipate" or other comparable terms. All
statements other than statements of historical facts included in this presentation regarding our strategies, prospects, financial condition,
operations, costs, plans and objectives are forward-looking statements. Examples of forward-looking statements include, among others,
statements we make regarding expected future operating results, anticipated results of our sales and marketing efforts, expectations
concerning payer reimbursement and the anticipated results of our product development efforts. Forward-looking statements are neither
historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions
regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future
conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in
circumstances that are difficult to predict and many of which are outside of our control. Our actual results and financial condition may differ
materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking
statements. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the
forward-looking statements include, among others, the following: our ability to successfully and profitably market our products; the
acceptance of our products by patients and health care providers; the amount and nature of competition from other cancer screening
products and procedures; our ability to maintain regulatory approvals and comply with applicable regulations; our success establishing and
maintaining collaborative and licensing arrangements; our ability to successfully develop new products; and the other risks and
uncertainties described in the Risk Factors and in Management's Discussion and Analysis of Financial Condition and Results of
Operations sections of our most recently filed Annual Report on Form 10-K and our subsequently filed Quarterly Reports on Form 10-Q.
We undertake no obligation to publicly update any forward-looking statement, whether written or oral, that may be made from time to time,
whether as a result of new information, future developments or otherwise.
Todayโ€™s agenda
Welcome and Introductions
7:00 โ€“ 7:30a Breakfast
7:30 โ€“ 7:45a Exact Sciences Vision
7:45 โ€“ 8:00a Exact Sciences Laboratories and Customer Care Center
Driving Cologuardยฎ Success
8:00 โ€“ 8:45a Cologuardยฎ Execution
8:45 โ€“ 9:15a Cologuardยฎ Q&A
9:15 โ€“ 9:30a Morning break
Fighting Cancer through Early Detection
9:30 โ€“ 9:50a Building a Pipeline: Our Approach to Technology
9:50 โ€“ 10:00a Cologuardยฎ Expansion
10:00 โ€“ 10:20a Pancreatic Cancer
10:20 โ€“ 10:40a Esophageal Cancer
10:40 โ€“ 11:15a Lung Cancer
11:15 โ€“ 12:00p Pipeline Q&A
12:00p Lunch
12:30 โ€“ 2:00p Optional Lab Tours (buses depart from Edgewater at 12:30p)
Thursday
June 25, 2015
Investor & Analyst Day
Speaker
Kevin Conroy
Chairman and
Chief Executive Officer
v
Exact Sciences
Our Vision for the Future
Kevin Conroy
Chairman and
Chief Executive Officer
Investor & Analyst Day key takeaways
๏‚ง Cologuardยฎ execution: Offering significant benefits to patients
and providers through advanced screening; ramp accelerating
๏‚ง Management strength: Experienced team with track record of execution
๏‚ง Impactful pipeline: Leveraging first-of-its-kind commercial product
to increase shareholder value
๏‚ง Industry leader: Product development, regulatory reviews
and commercialization
Investor & Analyst Day
Speakers
Maneesh Arora
Chief Operating Officer
Graham Lidgard
Chief Science Officer
Investor & Analyst Day
Speakers
Bill Megan
Senior Vice President,
Finance
Ana Hooker
Senior Vice President,
Operations
Investor & Analyst Day
Speakers Sam Hanash, MD,
PhD
Director, MD Anderson
McCombs Institute for
Early Detection and
Treatment of Cancer
David A. Ahlquist, MD
Gastroenterologist, Gatton
Professor of Digestive
Diseases Research,
Mayo Clinic
To work with patients, payers and providers
to help play a role in the
eradication of colorectal cancer
OUR FIRST MISSION
Building a leading early cancer detection company
Developing tests for lung cancer
Expanding toward other GI cancers
Developing Cologuardยฎ and driving commercializationPATIENT
IMPACT
TIME
Exact Sciences is committed to helping
win the war on cancer through
early detection
OUR VISION
Cancer
Ranked by
deaths per year
Lung 1
Colon 2
Pancreatic 4
Esophageal 10
Combined 270,000
US deaths per year
Source: American Cancer Society Cancer Facts & Figures 2014. Atlanta: American Cancer Society; 2014.
Cologuardยฎ
: Foundation to our success
๏‚ง First-ever, FDA-approved, Medicare-covered
non-invasive colon cancer screening test
๏‚ง Potential to screen 80 million
average-risk Americans
๏‚ง Strong uptake since October 2014 launch
๏‚ง Developed in collaboration with Mayo Clinic
Source: American Cancer Society Cancer Facts & Figures 2015. Atlanta: American Cancer Society; 2015.
Technology platform
CLIA laboratories
Established product development and regulatory approval
Commercialization capabilities
Direct connection to physicians and patients
Leveraging our assets to maximize
product development and patient impact
Pancreatic
40,560
US Deaths
Esophageal
15,590
US Deaths
Lung
158,040
US Deaths
A pipeline to address Americaโ€™s deadliest cancers
Source: American Cancer Society Cancer Facts & Figures 2015. Atlanta: American Cancer Society; 2015.
Maintaining a formula for success
Best-in-class
People
Clear and
Focused Strategy
Execution
Third Wave Technologies
2001 - 2008
Feb 9, 2001
$11.06
Dec 15, 2005
$3.00
Jul 24, 2008
$11.25
(Acquisition)
Management Change
Exact Sciences
2001 โ€“ June 24, 2015
Feb 1, 2001
$15.00
March 16, 2009
$0.83
Management Change
June 24 , 2015
$31.16
Source: NASDAQ
Exact Sciences
Laboratories and
Customer Care Center
Ana Hooker
Senior Vice President, Operations
Comprehensive screening program
driving compliance
Customer
Care Center
Laboratories
73%Patient Compliance*
*Patient compliance rate: number of valid
test results reported divided by the number
of collection kits shipped to patients 60 or
more days prior to June 19, 2015.
Customer care center engages
patients and physicians
Physician
Satisfaction
75
People
and Growing
Customer Care
Representative
24/7
365
Patient
Satisfaction
โ€ข State-of-the-art
screening technology
โ€ข 30k sq. ft. of flexible
and scalable space
Custom-designed
laboratories
elevate screening
capabilities
1MCapacity of tests
Exact Sciences
can run per year
HIGH QUALITY
leads to
HIGH COMPLIANCE
2015 Investor & Analyst Day: Corporate Overview (1/8)

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2015 Investor & Analyst Day: Corporate Overview (1/8)

  • 2. v Investor & Analyst Day Introduction JP Fielder Senior Director Corporate Communications 2
  • 3. 3 The information and data presented here was prepared for investors and potential investors. It includes forward-looking information on investigational products in development that are not available for sale in the United States. These include early- stage development products for which the performance characteristics have not yet been established.
  • 4. Safe Harbor statement Certain statements made in this presentation contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities and Exchange Act of 1934, as amended that are intended to be covered by the "safe harbor" created by those sections. Forward-looking statements can generally be identified by the use of forward-looking terms such as "believe," "expect," "may," "will," "should," "could," "seek," "intend," "plan," "estimate," "anticipate" or other comparable terms. All statements other than statements of historical facts included in this presentation regarding our strategies, prospects, financial condition, operations, costs, plans and objectives are forward-looking statements. Examples of forward-looking statements include, among others, statements we make regarding expected future operating results, anticipated results of our sales and marketing efforts, expectations concerning payer reimbursement and the anticipated results of our product development efforts. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Our actual results and financial condition may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements include, among others, the following: our ability to successfully and profitably market our products; the acceptance of our products by patients and health care providers; the amount and nature of competition from other cancer screening products and procedures; our ability to maintain regulatory approvals and comply with applicable regulations; our success establishing and maintaining collaborative and licensing arrangements; our ability to successfully develop new products; and the other risks and uncertainties described in the Risk Factors and in Management's Discussion and Analysis of Financial Condition and Results of Operations sections of our most recently filed Annual Report on Form 10-K and our subsequently filed Quarterly Reports on Form 10-Q. We undertake no obligation to publicly update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise.
  • 5. Todayโ€™s agenda Welcome and Introductions 7:00 โ€“ 7:30a Breakfast 7:30 โ€“ 7:45a Exact Sciences Vision 7:45 โ€“ 8:00a Exact Sciences Laboratories and Customer Care Center Driving Cologuardยฎ Success 8:00 โ€“ 8:45a Cologuardยฎ Execution 8:45 โ€“ 9:15a Cologuardยฎ Q&A 9:15 โ€“ 9:30a Morning break Fighting Cancer through Early Detection 9:30 โ€“ 9:50a Building a Pipeline: Our Approach to Technology 9:50 โ€“ 10:00a Cologuardยฎ Expansion 10:00 โ€“ 10:20a Pancreatic Cancer 10:20 โ€“ 10:40a Esophageal Cancer 10:40 โ€“ 11:15a Lung Cancer 11:15 โ€“ 12:00p Pipeline Q&A 12:00p Lunch 12:30 โ€“ 2:00p Optional Lab Tours (buses depart from Edgewater at 12:30p) Thursday June 25, 2015
  • 6. Investor & Analyst Day Speaker Kevin Conroy Chairman and Chief Executive Officer
  • 7. v Exact Sciences Our Vision for the Future Kevin Conroy Chairman and Chief Executive Officer
  • 8. Investor & Analyst Day key takeaways ๏‚ง Cologuardยฎ execution: Offering significant benefits to patients and providers through advanced screening; ramp accelerating ๏‚ง Management strength: Experienced team with track record of execution ๏‚ง Impactful pipeline: Leveraging first-of-its-kind commercial product to increase shareholder value ๏‚ง Industry leader: Product development, regulatory reviews and commercialization
  • 9. Investor & Analyst Day Speakers Maneesh Arora Chief Operating Officer Graham Lidgard Chief Science Officer
  • 10. Investor & Analyst Day Speakers Bill Megan Senior Vice President, Finance Ana Hooker Senior Vice President, Operations
  • 11. Investor & Analyst Day Speakers Sam Hanash, MD, PhD Director, MD Anderson McCombs Institute for Early Detection and Treatment of Cancer David A. Ahlquist, MD Gastroenterologist, Gatton Professor of Digestive Diseases Research, Mayo Clinic
  • 12. To work with patients, payers and providers to help play a role in the eradication of colorectal cancer OUR FIRST MISSION
  • 13. Building a leading early cancer detection company Developing tests for lung cancer Expanding toward other GI cancers Developing Cologuardยฎ and driving commercializationPATIENT IMPACT TIME
  • 14. Exact Sciences is committed to helping win the war on cancer through early detection OUR VISION Cancer Ranked by deaths per year Lung 1 Colon 2 Pancreatic 4 Esophageal 10 Combined 270,000 US deaths per year Source: American Cancer Society Cancer Facts & Figures 2014. Atlanta: American Cancer Society; 2014.
  • 15. Cologuardยฎ : Foundation to our success ๏‚ง First-ever, FDA-approved, Medicare-covered non-invasive colon cancer screening test ๏‚ง Potential to screen 80 million average-risk Americans ๏‚ง Strong uptake since October 2014 launch ๏‚ง Developed in collaboration with Mayo Clinic Source: American Cancer Society Cancer Facts & Figures 2015. Atlanta: American Cancer Society; 2015.
  • 16. Technology platform CLIA laboratories Established product development and regulatory approval Commercialization capabilities Direct connection to physicians and patients Leveraging our assets to maximize product development and patient impact
  • 17. Pancreatic 40,560 US Deaths Esophageal 15,590 US Deaths Lung 158,040 US Deaths A pipeline to address Americaโ€™s deadliest cancers Source: American Cancer Society Cancer Facts & Figures 2015. Atlanta: American Cancer Society; 2015.
  • 18. Maintaining a formula for success Best-in-class People Clear and Focused Strategy Execution
  • 19. Third Wave Technologies 2001 - 2008 Feb 9, 2001 $11.06 Dec 15, 2005 $3.00 Jul 24, 2008 $11.25 (Acquisition) Management Change
  • 20. Exact Sciences 2001 โ€“ June 24, 2015 Feb 1, 2001 $15.00 March 16, 2009 $0.83 Management Change June 24 , 2015 $31.16 Source: NASDAQ
  • 21. Exact Sciences Laboratories and Customer Care Center Ana Hooker Senior Vice President, Operations
  • 22. Comprehensive screening program driving compliance Customer Care Center Laboratories 73%Patient Compliance* *Patient compliance rate: number of valid test results reported divided by the number of collection kits shipped to patients 60 or more days prior to June 19, 2015.
  • 23. Customer care center engages patients and physicians Physician Satisfaction 75 People and Growing Customer Care Representative 24/7 365 Patient Satisfaction
  • 24. โ€ข State-of-the-art screening technology โ€ข 30k sq. ft. of flexible and scalable space Custom-designed laboratories elevate screening capabilities 1MCapacity of tests Exact Sciences can run per year