Oxford Nanopore Applied sciences plc (ONTTF) Barclays twenty eighth Annual International Healthcare Convention March 11, 2026 3:30 PM EDT
Firm Members
Nicholas Keher – CFO & Director
Convention Name Members
Jonathon Unwin – Barclays Financial institution PLC, Analysis Division
Presentation
Jonathon Unwin
Barclays Financial institution PLC, Analysis Division
Good afternoon, everybody. My title is Jon Unwin. I am one of many analysts on the European med tech and providers group at Barclays. And I am delighted to be joined by Nick Keher right now, Chief Monetary Officer of Oxford Nanopore Applied sciences. Welcome, Nick. Thanks for coming.
Nicholas Keher
CFO & Director
Thanks, Jonathan, for having me.
Query-and-Reply Session
Jonathon Unwin
Barclays Financial institution PLC, Analysis Division
A number of alternatives for Oxford Nanopore. We’ll dive into plenty of them as effectively. You break up your revenues into form of 4 finish markets: analysis, scientific, biopharma and utilized industrial. At present, analysis is the most important portion of your revenues, but it surely’s not the quickest rising. I ponder in the event you may speak somewhat bit about your journey into the scientific and biopharma house, maybe setting out the — the transfer from analysis to form of LDTs to regulated exams, form of the place we’re on that journey right now. We have spoken about it quite a bit since Capital Markets Day again in — when was it once more?
Nicholas Keher
CFO & Director
’23.
Jonathon Unwin
Barclays Financial institution PLC, Analysis Division
2023. Simply form of like characterize the place we’re and what must be achieved by way of merchandise left to get you into that regulated atmosphere and sure, simply form of set the scene for us.
Nicholas Keher
CFO & Director
Sure, completely. So sure, analysis is 67% of revenues within the 12 months simply gone. We grew simply over 15% within the 12 months, which is an efficient consequence given the turmoil that type of all people has seen, significantly in

