Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Q2 FY25 Earnings Presentation
17 slides from Lumos Diagnostics's earnings presentation, Feb 5, 2025
Slide 1: Q2 FY25 Results Investor Briefing Invitation
ASX ANNOUNCEMENT Q2 FY25 Results Investor Briefing Invitation For personal use only MELBOURNE, Australia (5 February 2025) – Lumos Diagnostics Holdings Ltd (ASX:LDX, “Lumos” or the “Company”) a leader in rapid, point-of-care diagnostic technologies, will be presenting its Q2 FY25 financial results t
Slide 2: Forward-Looking Statements
Forward-Looking Statements This announcement contains forward-looking statements, including references to forecasts. Forward- looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties, assumptions, and other important factors, many of which are be
Slide 3: Lumos Diagnostics Q2 FY25 Investor Briefing
For personal use only Lumos Diagnostics Holdings Limited Q2 FY25 Investor Briefing 5 February 2025 Financial information is shown in USD unless otherwise stated. lumosdiagnostics.com 1
Slide 4: Disclaimer and Important Information
Disclaimer and Important Information This presentation (Presentation) has been prepared solely for informational purposes by Lumos Diagnostics Holdings Limited (Company). The information contained in this document (“Document”) has been prepared by Lumos Diagnostics Holdings Limited (referred to as “
Slide 5: Key Highlights – Q2 FY25
For personal use only Key Highlights – Q2 FY25
Slide 6: Key Highlights - 2Q FY25
Key Highlights - 2Q FY25 For personal use only Unaudited revenue of US$2.9 million for the quarter, up 71% compared to PCP (Q2 FY24 - US$1.7 million). Product revenue was up 200% over same period last year and Services revenue was up 53% on PCP FebriDx - CPT PLA code approval in the US, effective 1
Slide 7: Financials Summary (to December 2024)
Financials Summary (to 31 December 2024) (Quarterly, US$ in thousands) REVENUE ($’000) REVENUE MIX NET CASH GENERATION ($’000)* For personal use only 100% $3,117 $4,340 $4,025 $2,012 $3,421 80% $2,885 60% $1,655 40% 20% -$2,763 -$2,791 0% -$3,980 Q2FY24 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q2FY24 Q3FY24 Q4FY
Slide 8: Product Update
For personal use only Product Update
Slide 9: FebriDx Update
FebriDx Update • Reimbursement amount: PLA code approval – Dec 2024 • The FebriDx PLA code has been approved and published on For personal use only the Clinical Lab Fee Schedule and is effective from January 1, 2025. Reimbursement rate of US$41.38 per test • BARDA partnership agreement - Oct 2024 •
Slide 10: ViraDx – Point-of-Care test for key respiratory infections
ViraDx – Point-of-Care test for key respiratory infections ViraDx highly relevant POC test for post-pandemic environment: For personal use only • SARS-CoV-2 pandemic increased consumer and healthcare point- of-care testing • ViraDx is a 3-in-1 test for COVID-19/Flu A/Flu B ViraDx market update: • St
Slide 11: Lumos Product Roadmap | Women's Sexual Health - $10B
Lumos Product Roadmap | Women’s Sexual Health - $10B For personal use only 1-2 DAYS PREVALENCE CLINICAL NEED POC DIAGNOSTIC NEED 30-40% of women Multiple infectious organisms Rapid testing on site >10M heath care visits annually Similar symptoms Identify & treat at patient visit Different treatments
Slide 12: Services Update
For personal use only Services Update
Slide 13: Hologic - Strategic Partnership - Recap
Hologic - Strategic Partnership - Recap Historic relationship with Lumos <> Hologic – working together at multiple levels ✓ US$10m IP Agreement For personal use only • Multiple services contracts signed during FY2023 payment received • Two new agreements signed in FY24 for the development of an impr
Slide 14: Hologic - fFN product development overview and opportunity
Hologic - fFN product development overview and opportunity Current test: Rapid fFN TLiQ Hologic – the opportunity ahead For personal use only Verification and validation Clinical study Next generation test concept (mock-up) Manufacturing Second test development and IP 12
Slide 15: Services Division Updates
Services Division Updates Burnet Diagnostics Initiative For personal use only • Extension of existing agreement win in August 2024. • Includes development, regulatory and manufacturing services over a 9 - 12 month period, generating fees between US$0.7 million and US$1.0 million. • By the end of Dec
Slide 16: Priority Catalysts for Growth
Priority Catalysts for Growth For personal use only Monetize the Lumos-owned, cleared point-of-care test products: FebriDx and ViraDx, through sales, licenses and partnerships “With the successful recent capital raise completed, along with Complete a successful CLIA waiver trial for FebriDx in the U
Slide 17: www.lumosdiagnostics.com
For personal use only www.lumosdiagnostics.com 15
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