OraSure (OSUR) Earnings Call Presentation

Investment Rationale & Financial Strength - The company is an industry leader in rapid point-of-care infectious disease testing and DNA/RNA sample self-collection, stabilization, and preparation products[5] - The company has a strong balance sheet with over $178 million in cash and investments, no debt, and sustainable profitability[5, 63] Molecular Solutions Growth - Molecular solutions are experiencing growth from existing customers and increased demand from emerging genetic testing offerings and large studies[19] - In November 2017, the company announced a $143 million supply agreement for OrageneDx to a leading consumer genomics customer, over several years, with minimum annual purchase requirements[24] - The company's products drive scalability and access to donors in human genome testing[27] Infectious Disease Solutions & Market Opportunities - Approximately 36.7 million people are living with HIV, and there were 1.8 million new infections in 2016[46] - An estimated 71 million people globally have chronic hepatitis C infection, with approximately 399,000 deaths each year from HCV[56] - The company was awarded a $10.4 million BARDA contract for Ebola and $16.6 million BARDA contract for Zika[60, 61]