Slide 1: A High-Impact, High-Potential Opportunity in Global Growth Markets
AUGUST 2025 (ASX:MEM) A HIGH-IMPACT, HIGH-POTENTIAL OPPORTUNITY IN GLOBAL GROWTH MARKETS
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: Agenda
AGENDA • Why Invest • 1-Year Progress Snapshot • Why Sales = Greater Value • Felix We Changed Sales Model • Direct IVF Opportunity • Driving Down Costs to Drive Margins • Commercial Deal Structures Underway • Smart Launch Strategy in Low-Reg Markets • RoXsta Commercial Pathways • Business Model Desi
Slide 4: Why Invest Now
WHY INVEST NOW • Memphasys has entered a new commercial era, shifting from a development-focused biotech to an active, revenue-generating medical technology company with proven products. • Our flagship product, Felix , has completed clinical validation and is now being adopted by IVF clinics, with a
Slide 5: Why Invest Now
WHY INVEST NOW • The Company is focused on executing three core priorities: building long-term sustainable value for shareholders by accelerating revenue growth and improving gross margins through cost optimisation. • We are now positioned as a high-impact player in the global fertility and diagnost
Slide 6: 12 Months of Milestones and Momentum
12 MONTHS OF MILESTONES AND MOMENTUM • We achieved full clinical validation of Felix , confirming superior speed, safety, and usability versus traditional sperm preparation techniques. Clinician feedback has been overwhelmingly positive. • In June 2025, we lodged our CE Mark submission for Felix , a
Slide 7: Why We Changed Sales Model
WHY WE CHANGED SALES MODEL • Our initial plan has relied heavily on distributors to promote and sell Felix following successful clinical trials — a model that, despite strong scientific results, is not yet converting into sufficient commercial traction. • With the lack of sufficient sales activity,
Slide 8: The Value of Direct Sales
THE VALUE OF DIRECT SALES • We acknowledge that some investors may feel frustrated and we acknowledge that initial sales traction has been slower than anticipated. We placed too much reliance on our distributor relationships to seed the market, believing that once clinical validation was achieved, s
Slide 9: The Felix IVF Opportunity
THE FELIX IVF OPPORTUNITY • Infertility is rising globally, and IVF is a $37 billion market expected to continue strong growth through 2030 and beyond. • Despite half of infertility cases involving male factors, most IVF technologies and innovations have focused on female diagnostics and interventio
Slide 10: A Global Issue - Large Addressable Market
A GLOBAL ISSUE - LARGE ADDRESSABLE MARKET Average total fertility rate Global fertility decreasing – males account Fertility rate (births per woman) for ~50% 1 in 6 couples experience fertility issues Sperm dysfunction is the single most common cause of infertility Little progress in sperm pro
Slide 11: Why Felix Matters
WHY FELIX MATTERS • Up to 50% of infertility cases are due to male factors, yet traditional sperm preparation methods have remained largely unchanged — and are often slow, variable, and damaging to sperm integrity. • Felix replaces outdated centrifugation and slow swim up methods with a fast (<6 min
Slide 12: What Sets Felix Apart
WHAT SETS FELIX APART • The Felix system prepares sperm in less than six minutes, compared to the 20–30 minutes often required using centrifugation — a major improvement in time efficiency. • Its non-invasive, chemical-free process results in sperm samples that are of higher quality and viability, i
Slide 13: Our Market Launch Strategy
OUR MARKET LAUNCH STRATEGY • We are focusing first on low-regulation, innovation-friendly markets to generate early traction, revenue, and proof of commercial execution. • Japan is already live, with early adopters placing repeat cartridge orders. Canada, UAE, and New Zealand are next in line and cu
Slide 14: Revenue Scale & Market Potential
REVENUE SCALE & MARKET POTENTIAL • The IVF market is growing rapidly — and Felix requires only modest penetration to deliver material revenue. • For example, a single clinic conducting 20–30 cycles per week could generate hundreds of cartridge sales annually. • Capturing just 3% of the global IVF ma
Slide 15: Improving COGS to Improve Margins
IMPROVING COGS TO IMPROVE MARGINS • We are also actively working to reduce the cost of goods sold (COGS) for Felix cartridges, with a target to reduce the cost bring manufacturing costs below $40 per unit — a significant improvement over current levels. • This initiative includes competitively sourc
Slide 16: Commercial Deal Structures Being Negotiated
COMMERCIAL DEAL STRUCTURES BEING NEGOTIATED • We are actively negotiating commercial agreements that include minimum annual cartridge volumes, creating revenue visibility and incentivising clinic loyalty. • Many of our current and future partners are offering pre-order commitments and upfront paymen
Slide 17: Launching Smart and Fast
LAUNCHING SMART AND FAST • We are targeting jurisdictions where product approvals are not required or are easily obtainable, enabling us to generate revenue while CE Mark finalisation is underway. • Countries such as Japan, UAE, Canada, and New Zealand are already actively engaged — and serve as val
Slide 18: RoXsta – Second Growth Engine
ROXSTA – SECOND GROWTH ENGINE • RoXsta is our oxidative stress diagnostic tool, capable of processing up to 96 samples per hour in its new “Mega Cell” format, making it suitable for high-volume commercial settings. • It has clear utility in human fertility (as a complementary diagnostic to Felix ),
Slide 19: Business Model Built for Scale
BUSINESS MODEL BUILT FOR SCALE • Felix uses a razor-and-blade model — capital equipment paired with recurring cartridge revenue — providing both upfront income and ongoing sales from every clinic onboarded. • RoXsta offers an additional alternative stream of recurring or annuity-style income, based
Slide 20: Why Invest
WHY INVEST • The risk has shifted — we are no longer asking investors to wait on validation or regulatory approval; both are well-progressed. • Felix is in-market, generating sales, and backed by strong clinical evidence and customer enthusiasm. • RoXsta adds a second dimension to growth, with diver
Slide 21: Final Remarks
FINAL REMARKS • We want to sincerely thank all shareholders — especially those who have stayed the course through years of development and delay. • The Company is now taking decisive commercial actions. We are no longer waiting for others to build our market — we are doing it ourselves. • We are foc
Slide 22: Thank you
Thank you CONTACT INFORMATION: Dr David Ali CEO and Executive Director Memphasys Limited 30-32 Richmond Rd, Homebush NSW 2140 Australia P +612 8415 7300 E david.ali@memphasys.com M + 61 428794909 W www.memphasys.com