Slide 1: A New Era of Commercial Execution Anchored by Monash IVF
For personal use only ASX: MEM | INVESTOR PRESENTATION · 2026 A New Era of Commercial Execution Anchored by Monash IVF The largest commercial agreement in company history MEMPHASYS · ASX: MEM 1
Slide 2: Why Memphasys, why now
INVESTMENT THESIS Why Memphasys, why now For personal use only 1 2 3 4 Largest deal ever Committed $2M Commercial deals Recurring revenue contracted revenue FY26 signed Monash IVF international agreement Delivered $2.5M+ Europe, UK, MENA, SE- Console + cartridge Asia & Australia consumables model 5
Slide 3: A large, growing market — and a better way
THE OPPORTUNITY A large, growing market — and a better way For personal use only 60,000+ THE PROBLEM TODAY Conventional sperm selection relies on Fresh IVF cycles performed in Australia every year centrifugation — slow, manual, and potentially damaging to delicate sperm cells and DNA. ~21% THE FELIX
Slide 4: A large, fast-growing global prize
MARKET OPPORTUNITY A large, fast-growing global prize For personal use only IVF demand is large and growing ~9% a year — and Felix sells into the recurring consumable layer of every cycle. TAM · Global IVF market ~US$30B today → ~US$65B+ by 2034 · ~9% CAGR SAM · Sperm preparation in every cycle Mill
Slide 5: Felix — automated sperm selection
THE TECHNOLOGY Felix — automated sperm selection For personal use only Felix replaces manual centrifugation with an automated, single-use cartridge system — isolating the healthiest, most motile sperm in one gentle run. Single-use Felix cartridge Console + cartridge in clinic use Fast · Gentle · Sta
Slide 6: Why Felix wins — and what protects it
COMPETITION & MOAT Why Felix wins — and what protects it For personal use only Felix Centrifugation Swim-up Microfluidic chip Automated & standardised Yes No No No Gentle — protects sperm DNA Yes No Partial Partial Fast, single-run Yes No No Partial Recurring consumable model Yes No No Yes OUR MOAT
Slide 7: National supply agreement with Monash IVF
LARGEST DEAL IN COMPANY HISTORY National supply agreement with Monash IVF For personal use only Exclusive 12-month national supply agreement — the largest commercial arrangement in Memphasys’ history. Felix rolls out across Monash IVF’s national clinic network following a successful three-month init
Slide 8: Independently validated by Monash IVF
CLINICAL VALIDATION Independently validated by Monash IVF For personal use only Felix ’s performance has been confirmed in a pivotal, multi- site clinical trial led by Monash IVF — with peer-reviewed publication expected. Pivotal trial completed (2025) Multi-site Monash IVF trial confirmed Felix’s p
Slide 9: Approvals secured across key markets
REGULATORY Approvals secured across key markets For personal use only Australia Europe & UK International TGA approval secured and Felix CE Mark secured (Dec 2025) — Market access secured across listed on the ARTG — cleared cleared for commercial sale MENA, India, Japan and two months ahead of sched
Slide 10: Anchored by Monash — scaling worldwide
GLOBAL FOOTPRINT Anchored by Monash — scaling worldwide For personal use only Signed, revenue-generating supply agreements — not trials. The majority of partners have already placed repeat orders, confirming a scalable recurring-revenue model. EUROPE MENA ASIA INDIA CFA Italia (Italy) ITL — exclusiv
Slide 11: A recurring, razor-and-blade model
BUSINESS MODEL A recurring, razor-and-blade model For personal use only Every Felix console placed drives recurring, per-cycle cartridge demand. 1 Console placement Felix consoles deployed into clinics 2 Recurring cartridges One single-use cartridge per patient cycle 3 Revenue scales Recurring reven
Slide 12: Multiple levers for expansion
GROWTH Multiple levers for expansion For personal use only Monash IVF national rollout RICH NEAR-TERM PIPELINE Scale from the initial two sites to 22 clinics across Australia. • Additional Monash IVF volume as adoption grows Global reseller network • New distribution agreements in advanced talks Dis
Slide 13: A clear line of sight to scale
PATHWAY TO SCALE A clear line of sight to scale For personal use only 1 2 3 4 Validated Deploying Scaling Expanding Clinical trial complete; TGA Monash three-month rollout; National Monash network; New markets and clinic approval and ARTG listing multi-region contracts; revenue reseller-driven cartr
Slide 14: Revenue building, funding secured
FINANCIAL SNAPSHOT Revenue building, funding secured For personal use only A$2.5M+ A$106k A$6M $1.2M Contracted & locked in to Record quarterly revenue Targeted contracted Capital raised — recent date (Mar-26) revenue, FY27 placement CAPITAL STRUCTURE · 30 JUNE 2026 SHARE PRICE · ASX: MEM 19 Jan – 1
Slide 15: Newsflow over the next months
CATALYSTS · NEXT 12 MONTHS Newsflow over the next 12 months For personal use only Q3 2026 SEP-26 QTR First Vietnam orders India CDSCO registration Initial commercial orders (~A$50k) begin to flow. Submission clears the path to Indian sales (Andro Diagnostics 5-yr supply). NEAR TERM Vietnam regulator
Slide 16: Experienced board & executive team
GOVERNANCE & LEADERSHIP Experienced board & executive team For personal use only BOARD EXECUTIVE David Tasker Marjan Mikel Mathew Watkins Prof. John Aitken A/Prof. Hassan Bakos Chairman Non-Executive Director Non-Executive Director Scientific Director Director - Clinical Chair, Commercialisation Eng
Slide 17: A new era of commercial execution
WHY INVEST NOW A new era of commercial execution For personal use only Largest deal Revenue today Recurring model Global runway Monash IVF national Generated across Cartridge consumables Reseller network + rich supply agreement multiple markets at scale pipeline Validated technology. Signed revenue.
Slide 18: Disclaimer
IMPORTANT INFORMATION Disclaimer For personal use only 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 advic
Slide 19: Investor & media enquiries
CONTACT Investor & media enquiries For personal use only INVESTOR & MEDIA RELATIONS Colin Jacoby Chapter One Advisors cjacoby@chapteroneadvisors.com.au · +61 439 980 359 COMPANY ASX: MEM Memphasys Limited www.memphasys.com ASX: MEM www.memphasys.com MEMPHASYS · ASX: MEM 19