Sustainable Growth Model Driven by Measurement Platforms

Business Concept

YAC BIO’s biomarker business aims for mid- to long-term revenue growth through an integrated model that combines a measurement platform with dedicated reagents.
Rather than simply selling products, our core focus is the establishment of a measurement infrastructure that is continuously utilized.
 

Market Background and Opportunities

In the field of neurological disorders—including dementia—demand is rising for early detection and objective assessment. Quantitative evaluation using biomarkers is rapidly becoming widespread.
In particular, within the Alzheimer’s disease domain, assessments based on the ATN framework (Amyloid, Tau, Neurodegeneration) are becoming internationally standardized, increasing the importance of platforms capable of integrated multi-marker measurement.
 

Business Structure

We operate a business model that integrates the following two components:

  • Measurement platform (instrument)
  • Dedicated reagents (consumables)
     

This structure enables:

  • Infrastructure development through instrument installation
  • Recurring revenue through continuous reagent supply
  • Value expansion through the addition of new biomarkers
     

Revenue Model

Our business adopts a recurring-revenue model that combines instrument sales with reagent supply.
 

  • Initial phase: Flow revenue from instrument installation
  • Ongoing phase: Recurring revenue from reagent supply
  • Expansion phase: Increased LTV through the addition of new biomarkers
     

This creates a revenue structure that continues to grow after installation.

Growth Strategy

Our business is structured to grow in stages.

Short term
Building a customer base through expansion into the research-use market

Medium term
Broader adoption through collaboration with pharmaceutical companies and CROs

Long term
Application in clinical and preventive healthcare field
 

Competitive Advantage

By integrating instrument development capabilities with biomarker measurement technologies, we have established a business model that unifies measurement and continuous utilization.
Furthermore, by designing our platform to align with the ATN framework, we are able to develop our business in accordance with emerging market standards.
 

Business Positioning

The biomarker business is positioned within our company as:

  • A mid- to long-term growth driver
  • A foundation for recurring revenue
     

Through our measurement platform and dedicated reagents, we are building a diagnostic infrastructure that generates sustainable, long-term revenue.