Alamar Biosciences, Inc. · NASDAQ:ALMR
Alamar Biosciences — Q2 2026 Earnings Presentation
22 slides from Alamar Biosciences's earnings presentation, Aug 10, 2026
Slide 1: Q2 2026 Earnings Presentation
Q2 2026 Earnings Presentation August 10, 2026 ©2026 Alamar Biosciences, Inc.
Slide 2: Disclaimers
Disclaimers Certain information contained in this presentation relates to or is based on studies, publications, surveys, and other data obtained from third-party sources and the internal estimates and research of Alamar Biosciences, Inc. (the “Company,” “Alamar,” “we,” “us,” or “our”). While the Com
Slide 3: Our Mission: Powering precision proteomics
OUR MISSION Powering precision proteomics to enable the earliest detection of disease 3 ©2026 Alamar Biosciences, Inc.
Slide 4: The only platform combining all five pillars required for precision proteomics
The only platform combining all five pillars required for precision proteomics Ultra-high High Flexible Broad Seamless Sensitivity Specificity Multiplex Dynamic Automation Range >10 – 250X Proteoforms 1 – 1,000s Up to 12 Logs <30 Minutes Improvement E.g., post-translational Plex capabilities Range w
Slide 5: Delivered strong Q2 revenue growth
Delivered strong Q2 revenue growth Total Revenue (M) Total revenue increased 82% Services & Other compared to Q2 2025 Instruments $29.4 Consumables Consumable revenue increased 147% compared to Q2 2025 $16.2 Gross margin reached 60% for the first time in Q2 2026 Q2 2025 Q2 2026 5 ©2026 Alamar Biosci
Slide 6: Our near-term growth strategy
Our near-term growth strategy ALAMAR ALAMAR ALAMAR Grow Installed Novel Content Use Cases & Base Expansion Applications Grow instrument placements Further extend leadership in Collaborate with and drive utilization with neurology & inflammation customers to develop new existing customers application
Slide 7: Key business highlights
Key business highlights Rapid adoption of new Neuro 220 Panel Launched the first commercial, multiplex eMTBR-Tau immunoassay (added to Neuro 220 Panel) Expanded content menu with Immune 340 Panel Enhanced platform capabilities with the launch of DBS Extraction Kit Expanded Alzheimer’s Disease Data I
Slide 8: Launched first blood-based multiplex immunoassay for eMTBR-Tau
Launched first blood-based multiplex immunoassay for eMTBR-Tau Non-invasive, blood-based measurement of the tau tangle burden, the core pathology associated with disease progression and cognitive decline in Alzheimer’s disease eMTBR-Tau is emerging as one of the Plasma eMTBR-Tau tracks Tau PET Braak
Slide 9: >140 posters and presentations using NULISA at AAIC
>140 posters and presentations using NULISA at AAIC Volume of data reflects widespread adoption of NULISA and ARGO HT technology among researchers studying Alzheimer’s and related dementias KEY THEMES FROM 2026 MEETING Blood based biomarkers are going mainstream Add images Tau is emerging as a major
Slide 10: Expanded global partnership with Gates Ventures and Alzheimer's Disease Data Initiative
Expanded global partnership with Gates Ventures and Alzheimer’s Disease Data Initiative Combined dataset will encompass >140,000 samples profiled across multiple geographies and cohorts, integrated with clinical and longitudinal outcome data and shared with the global research community The largest
Slide 11: Raising the bar with Immune 340
Raising the bar with Immune 340 Highly sensitive multiplex measurement captures regulatory proteins, like checkpoint inhibitors, and low abundance targets that standard platforms routinely miss Expanded panel advances the understanding of immune system across translational and clinical research in c
Slide 12: Launched NULISA Dried Blood Spot Extraction Kit
Launched NULISA Dried Blood Spot Extraction Kit Key capability for future population-scale screening and health-monitoring tests No venipuncture enables at-home, remote sample collection Reduces barriers for repeat or longitudinal testing Turns a few drops of blood into a dried, Designed to enable m
Slide 13: Strong and rapidly growing scientific publications
Strong and rapidly growing scientific publications Breadth and depth of publications demonstrate the impact of our platform 165 KEY HIGHLIGHTS FROM Q2 ~50% findings in low abundance proteins requiring high sensitivity Publications & pre-prints since commercial launch >50% of publications mention a s
Slide 14: 15-protein AI classifier for diagnosing & profiling neurodegenerative diseases
15-protein AI classifier for diagnosing & profiling neurodegenerative diseases Characterizing the burden of co-pathologies will enable better clinical trials and precision medicine AUC>0.92 (mean 0.955) • High diagnostic accuracy to identify the dominant pathology and co-pathology in any individual
Slide 15: Our strategy to unlock the precision proteomics market
Our strategy to unlock the precision proteomics market PRECISION PROTEOM ICS Early disease detection and health monitoring PRECISION PROTEOM ICS Clinical Dx PRECISION LDT/IVD PROTEOM ICS RUO Flexible-plex L E G AC Y PROTEOMICS RUO large-plex “hits” and lists 15 15 Note: Alamar’s products are current
Slide 16: Executing on our Dx enablement strategy
Executing on our Dx enablement strategy to unlock significant opportunities in precision proteomics STEP 2 Dx DxEnablement Enablement Partner with IVD/LDT companies to STEP 1 support development and Platform Validation Platform Validation commercialization of high-value, differentiated tests (standa
Slide 17: Strong topline growth driven by both consumable and instruments
Strong topline growth driven by both consumable and instruments Total Revenue (M) Consumable Revenue Consumable Revenue(M) (M) Instrument Revenue (M) $29.4 $15.5 $16.2 $7.8 $6.3 $5.8 82% YOY growth 147%YOY growth 35% YOY growth Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 17 ©2026 Alamar Bioscien
Slide 18: Diverse Q2 revenue composition across customers and geographies
Diverse Q2 revenue composition across customers and geographies Geographic Split Customer Split 22% EMEA 42% 69% 52% Biopharma1 Academic Americas 9% APAC 6% Distributor 18 1. Biopharma includes pharmaceutical, biotechnology, and CROs/CDMOs ©2026 Alamar Biosciences, Inc.
Slide 19: Q2 2026 financial highlights
Q2 2026 financial highlights Q2 2026 Q2 2025 Revenue $29.4M $16.2M Gross Margin 60% 53% R&D $13.8M $8.9M SG&A $17.4M $7.6M Total Operating expense $31.2M $16.5M Net loss ($13.2M) ($7.0M) Net loss per share ($0.22) ($0.62) June 30, 2026 March 31, 2026 Cash, cash equivalents, short-term $256.3M $69.5M
Slide 20: Initiating revenue guidance for FY 2026
Initiating revenue guidance for FY 2026 Total Revenue (M) $116 - 120 Expect FY revenue for 2026 to be in the range of $116 - $120 million $74.2 Guidance range reflects expected annual growth of 59% at midpoint 2025 2026 20 ©2026 Alamar Biosciences, Inc.
Slide 21: Key growth drivers in 2026 & beyond
Key growth drivers in 2026 & beyond 2026 2027 Grow installed base by ≥100 Grow installed base & drive utilization instruments, bringing total placements to >200 Launch multiplex panel for new disease areas Maintain per instrument pull through >$400K Submit ARGO HT/DX for FDA approval Become the refe
Slide 22: ©2026 Alamar Biosciences, Inc.
©2026 Alamar Biosciences, Inc.