Memphasys Ltd · ASX:MEM
Memphasys — Investor Presentation (September 2025)
20 slides from Memphasys's investor presentation, Sep 25, 2025
Slide 1: Laser-focused on Felix Commercialisation – Investor Presentation
ASX | MEM Laser-focused on Felix Commercialisation INVESTOR PRESENTATION SEPTEMBER 2025
Slide 2: Disclaimer
DISCLAIMER This presentation is not and does not form part of any offer, invitation or recommendation in respect of securities. Any decision to buy or sell Memphasys securities or other products should be made only after seeking appropriate financial advice. Reliance should not be placed on informat
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS Recurring revenue model: • Cartridge-based platform driving predictable income and margin expansion. • Target contract values: FY26- $2M ; FY27 - $6M • Cartridge target price range: $80 - $150 per cartridge (List price) • IVF clinics to generate $100k - $300k each based on IVF
Slide 4: Revolutionising Male Fertility
REVOLUTIONISING MALE FERTILITY 1. Tech & IP 2. Commercial Rollout 3. Market Opportunity • Felix : First-in-class automated • Commercial agreements: Initial sales • IVF market growth: Global IVF market electrophoretic sperm separation with ITL (Middle East) , Vitrolife (Japan) 1 projected to reach US
Slide 5: Fertility Tech Market Trends & Opportunity
FERTILITY TECH MARKET TRENDS & OPPORTUNITY Average total fertility rate Fertility rate (births per woman) • Global fertility market: USD $36B, 2024 to USD $85B by 2034, CAGR 9%1 • Global fertility decreasing: Males account for ~50%, driven by declining sperm quality: • 1 in 6 couples experience fert
Slide 6: Electrophoresis – The Next Evolution: Easy, Quick & Profitable for Clinics
ELECTROPHORESIS – THE NEXT EVOLUTION EASY, QUICK & PROFITABLE FOR CLINICS Allows ion transfer but blocks sperm passage Game-Changing Sperm Selection: • Easy and Quick improving IVF clinic productivity, Raw Semen Processed Semen throughput profitability. • Traditional IVF methods (density gradient, s
Slide 7: Limitations of Current IVF Processes
LIMITATIONS OF CURRENT IVF PROCESSES Conventional DGC (Density Gradient Centrifugation) and/or swim-up processes* VS Felix System Process: 30-60+ minutes Rapid - six minutes Multi-step & labour intensive Single vessel & automated Specialised clinical operators Easy to train and operate Complex equip
Slide 8: Felix: Market-Ready Tech
FELIX : MARKET-READY TECH EASY, QUICK & PROFITABLE FOR CLINICS Developed in collaboration with globally renowned reproductive medicine expert, Prof John Aitken, this technology aims to improve the likelihood of pregnancies, full-term pregnancies, and healthy progeny. • Clinically validated —superior
Slide 9: Felix: Transformational Middle East Partnership
FELIX : TRANSFORMATIONAL MIDDLE EAST PARTNERSHIP1 • Partner: ITL with deep IVF clinic network – a regional leader in the Middle East and North Africa in IVF services • Transformational Agreement includes: • Five-year exclusive commercial distribution agreement with initial minimum order values of A$
Slide 10: Felix: Go-to-Market Execution - 5,000+ Clinic Opportunity
FELIX : GO-TO-MARKET EXECUTION - 5,000+ CLINIC OPPORTUNITY Europe Canada 1,488 IVF / ART clinics Japan 42 IVF clincs CE Mark approval in 2026, 602 ART clinics Direct market EU commercialisation Vitrolife partnership to opportunity plan in advanced stages . continue, but under the new strategy. Middl
Slide 11: Felix: Pricing & Business Model
FELIX : PRICING & BUSINESS MODEL IVF clinics buy a Felix console once but must order new cartridges for every patient cycle. This creates a high-margin, predictable revenue streams as IVF cycles repeat across clinics. Overview • Console sale or free-of-charge with cartridge commitment to IVF clinics
Slide 12: Felix: Direct Sales Rollout
FELIX : DIRECT SALES ROLLOUT • Phase 1: Direct entry into low-regulatory markets with pre-committed cartridge purchases (Japan, New Zealand and Canada). • Phase 2: Leverage early adopter success stories to build credibility for CE-regulated markets. • Partner criteria: Must have clinical networks, a
Slide 13: Felix: Commercialisation Milestones
FELIX : COMMERCIALISATION MILESTONES MILESTONES CY2025 CY2026 Q2 Q3 Q4 Q1 Q2 Q3 Q4 CE Mark Submission (completed June 25) Direct Launch into low regulatory markets (underway) First Cartridge Revenues (From Q3 25) Pre-launch activities with ITL (Middle East)1 ASEAN Agreements1 India Agreements1 Japan
Slide 14: Board & Management
BOARD & MANAGEMENT Dr. Lindley Edwards Dr. David Ali Marjan Mikel NE Chair CEO NE Director ▪ Over 30 years experience in financial services, ▪ 35 years’ experience in Animal and Human health ▪ Experienced Executive with experience in corporate governance, and strategic advisory across research, disc
Slide 15: Financial Strength & Capital Management
FINANCIAL STRENGTH & CAPITAL MANAGEMENT KEY DATA1 A$ Share price 24/09/25 $0.004 • Disciplined financial strategy Shares on issue 1,983,598,100 prioritising Felix- only Market capitalisation $7.93M commercialisation and market growth. OWNERSHIP STRUCTURE1 % Peters Investments 13.2% • Targeted invest
Slide 16: Placement Completed - Accelerates Felix Commercialisation & Manufacturing Scale-Up
Placement Completed - Accelerates Felix Commercialisation & Manufacturing Scale-Up • Placement completed, raising ~$0.84m (before costs), with additional non-renounceable rights issue to raise up to $1.12m available to eligible shareholders.1 • Strong demand, with the placement supported by both exi
Slide 17: Non-Renounceable Rights Issue
Non-Renounceable Rights Issue Company is proposing a Non-Renounceable Rights Issue (Rights Issue) on the following terms: • Issue of one (1) new share for every six (6) existing shares for eligible shareholders at the Placement Price to raise up to $1.12m or 373,333,333 shares (Rights Issue Shares)
Slide 18: Indicative Timetable
Indicative Timetable Please see below an indicative timetable for the Entitlement Offer. Event Date Monday, 22 September 2025 Announcement of Offer & Appendix 3B Lodgement of Prospectus with ASIC & ASX Friday, 26 September 2025 Ex date Wednesday, 1 October 2025 Record Date for determining Entitlemen
Slide 19: Outline of Funding Requirement
OUTLINE OF FUNDING REQUIREMENT* Proposed $1.96 million capital raise Placement Placement + NRRI Raise a maximum of $1.96m to allow negotiation and completion of Raise of Raise of commercial partnership USE OF FUNDS A$0.84M A$1.96M agreements with India (negotiations ($000's) ($000's) underway - subj
Slide 20: Felix: Laser-focused on Commercialisation
Felix : Laser-focused on Commercialisation 20 Dr. David Ali, Managing Director & CEO David Tasker, Investor Relations Memphasys Limited (ASX: MEM) Website: www.memphasys.com