Nova Eye Medical Ltd · ASX:EYE
Nova Eye Medical — Investor Presentation (July 2025)
14 slides from Nova Eye Medical's investor presentation, July 2025
Slide 1: Nova Eye Medical Limited (ASX:EYE) Investor Webinar
Nova Eye Medical Limited (ASX:EYE) Investor Webinar nova-eye.com | 1 July 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Nova Eye Medical Limited (ASX: EYE). While the information in this presentation has been prepared in good faith and with reasonable care, no representation or warranty, express or implied, is made as to the accuracy, adequacy or reliability of any st
Slide 3: Revenue by Sales Territory
Revenue by Sales Territory Growth US$'000’s FY24 H1FY25 Q3FY25 Q4FY25 H2FY25 FY25(1) on PCP USA 11,383 6,477 3,673 4,046 7,719 14,196 25% Germany 1,631 869 596 279 875 1,744 7% Rest of World 1,228 329 406 568 974 1,303 6% Sales (Excl China) 14,242 7,674 4,675 4,894 9,569(1) 17,243 21% China 996 710
Slide 4: Six consecutive halves of sales growth in USA
Six consecutive halves of sales growth in USA USA sales growth FY23 to H2FY25 9,000,000 8,000,000 7,000,000 6,000,000 5,000,000 USA$ 4,000,000 3,000,000 2,000,000 1,000,000 - H1 FY23 H2FY23 H1FY24 H2FY24 H1FY25 H2FY25 • Continued revenue growth with another record half in USA nova-eye.com | 4
Slide 5: Needham & Co Rates EYE the fastest growing MIGS company in USA
Needham & Co Rates EYE the fastest growing MIGS company in USA • Needham & Co independent analysis based on interviews with 35 USA ophthalmologists. • Nova Eye share of USA market expected to grow from 2.4% to 3.4% in the 12 months ending June 2026 nova-eye.com | 5 • With a 2.4% market share USA rev
Slide 6: Growth Metrics Data
Growth Metrics Data Annualised Field sales Annualised Field sales revenue per rep representatives revenue per rep representatives (weighted Including at (weighted at average) recruited in July 31 December average) 30 June 2025 6 months to 30 2025 2024 12 months to June 2025 December 2024 USA 11(2) U
Slide 7: Expected Operating Results
Expected Operating Results • EBITDA for the glaucoma segment in H2FY25 is expected to be breakeven representing a significant step forward following the half-year result • Group EBITDA loss for H2FY25 is expected to materially improve on H1FY25 placing Nova Eye on the path to breakeven during H1FY26
Slide 8: About Nova Eye
About Nova Eye nova-eye.com | 8
Slide 9: Interventional Glaucoma
Interventional Glaucoma • Traditional medication treatment paradigm is chronic medication use causes eye damage Patient adherence to glaucoma • The emerging interventional glaucoma (IG) approach medications is poor emphasizes early use of minimally invasive glaucoma surgery (MIGS), particularly tiss
Slide 10: iTrack Advance
1 0 • iTrack Advance Single-use MIGS device is redefining the treatment of glaucoma in its early stages. • Canaloplasty offers a stent-free, tissue-preserving surgical treatment for glaucoma using an injector technology. • Injector technology has enhanced our original iTrack which has now been used
Slide 11: iTrack Advance - Angioplasty of the Ocular System
iTrack(TM) Advance - Angioplasty of the Ocular System • Clearing blockages and rejuvenating the eye’s natural outflow pathways that have been compromised by glaucoma disease. nova-eye.com | 11
Slide 12: Clinically Significant Features of iTrack Advance vs Other MIGS
Clinically Significant Features of iTrack Advance vs Other MIGS Patient Implant- Preserves Device Company Procedure Natural Outflow Pathway Population free Tissue Trabecular Schlemm’s Collector Meshwork Canal Channels iTrackTM Nova Eye Mild-moderate Advance Medical Canaloplasty glaucoma ✓ ✓ ✓ ✓ ✓ Ne
Slide 13: USA reimbursement remains strong and stable
USA reimbursement remains strong and stable • Canaloplasty surgery has a well-established CPT1 code authorised by the USA CMS2. Eye surgeon selects Nova Eye delivers the The operating notes are submitted to Nova Eye product. product to the Facility and Medicare Administrative Contractor invoices the
Slide 14: Responses to pre webinar questions
Responses to pre webinar questions nova-eye.com | 14