Vi får fortsette med 2019:

Q1:

Interest in ArcticZymes enzymes for use in therapeutic applications has evolved beyond the original Salt Active Nuclease (SAN), with new customer development projects in virus-based gene therapy and gene editing technologies. New formulations of the existing enzyme portfolio are underway and will be a key contributor to sales growth in 2019.

Q2:

Sales performance for the quarter was attributed by strong growth in sales to the therapeutics segment. The therapeutic segment is a relatively new market for ArcticZymes (AZ) where it started to serve virus-based gene therapy and vaccine producers in 2016. AZ’s participation in the market has rapidly grown over the last 2 years through the establishment of a broad and maturing customer base.


Q3:

A strong momentum continues in sales performance attributing to ArcticZymes best quarterly performance so far. Much of the growth in sales is through new business development and broader sales across the product range where ArcticZymes has become less dependent on its main customer. In particular, the major contributing factor to sales growth is in the therapeutics segment through the Salt Active Nuclease (SAN) product line. During the quarter, ArcticZymes was audited by one of the therapeutic customers who represents a world leading authority in the cell and gene therapy segment. ArcticZymes was approved as a raw material supplier for utility of its SAN products in the customers’ cGMP (current Good Manufacturing Production) gene therapy manufacturing process. This represents an important benchmark where ArcticZymes offering meets the strict industrial quality requirements demanded by cGMP manufacturers.
ArcticZymes secured a new supply agreement for SAN products with a large and renowned international company who utilize the SAN technology in gene therapy. ArcticZymes expects to execute further supply agreements over the coming years ensuring mutual long-term commitments in driving value.
Innovations
In broadening the offering to therapeutic customers, ArcticZymes launched Triton FREE SAN HQ. This is in alignment with ArcticZymes commitment to continue maintaining a completely EU REACH compliant product portfolio after Triton X-100 becomes subject to authorization in January 2021. Multiple European
customers have requested and tested the new formulation that is now commercially available for all customers irrespective of geography. ArcticZymes philosophy towards new product development is steered by engagement and collaboration with customers. A new nuclease enzyme which has similar but different properties to the current SAN enzymes is in the pipeline. The new enzyme will complement the offering to therapeutics customers allowing for a broader utility of ArcticZymes nucleases across a wider range of viruses used in cell and gene therapy as well as molecular biology and diagnostics applications. The new enzyme will be launched during the fourth quarter.
The broader utility of SAN products beyond therapeutics has already been mentioned. A recent example is a noticeable and high impact Nature Biotechnology article published by one of ArcticZymes collaborators and a well-known Key Opinion Leader (Dr Justin O’Grady, Quadram
1
Institute Bioscience, UK) . The article
demonstrates the novel utility of SAN in Molecular Diagnostics. The application is highly relevant to ArcticZymes’ commercial customers and has already attracted attention with respect to new business opportunities.
1 Link to Dr. O’Grady’s article:
https://www.nature.com/articles/s41587-019- 0156-5
Growth Initiatives
The management of ArticZymes has presented a first business plan for the next 6 years showing strong organic growth potential.
Together with industry consultants, ArcticZymes continues discussions with several European based companies to potentially leverage complements and synergies within the respective businesses.

Q4:

In particular, the major contributing factor to sales growth is in the therapeutics segment through the Salt Active Nuclease (SAN) product line. The SAN portfolio continued to develop and grow in the fourth quarter with several customers purchasing over 1 MNOK of product on an annual basis. Overall, the SAN product line has contributed greater than 25% of 2019 sales and surpassed its original growth target.
The molecular biology/molecular diagnostics segments achieved their expected growth targets. These segments are supported through ArcticZymes broadening offering of innovative products such as our DNases, Cod UNG, rSAP, polymerase, ligase, proteinase and kit product lines.

Q1 ‘20:

Sales continue to deliver a strong performance contributing to ArcticZymes best quarterly performance.
Q1 sales have traditionally been lower than Q4 sales and representative of normal fluctuations inherent in the business. However, Q1 sales performance this year demonstrated the opposite, exceeding both earlier Q4 sales performance and all previous quarters. The main attributing factors to growth were in the therapeutic segment and molecular products associated with the coronavirus outbreak.
The therapeutic segment continues to grow through sales of the Salt Active Nuclease (SAN) product line. The segment keeps on attracting new customers and the well-established customers are regularly submitting more sizable orders. During the quarter individual bulk orders in excess of 1 MNOK have been expedited. Longer-term, we do expect this trend to continue but short-term we may experience some fluctuations in SAN product sales due to the coronavirus outbreak.


Jeg valgte her å utelukkende fokusere på SAN. Jeg innså gjennom denne øvelsen hvor mye som har gått upåaktet hen i AZ.