Diasorin S.p.a. · MIL:DIA
Diasorin — Investor Day (2026)
33 slides from Diasorin's investor day presentation, Sep 30, 2026
Slide 1: Immunodiagnostics
03 IMMUNODIAGNOSTICS Chen Even
Slide 2: Immunology Market Size and Clinical Areas
03 | IMMUNODIAGNOSTICS Market Immunology Market Size and Clinical Areas Other Applications Newborn Screening Drug Monitoring & Testing Infectious Diseases Cardiology GLOBAL MARKET - IMMUNOASSAYS ~18 €/bn Allergy Oncology Hepatitis and Retrovirus Focus Clinical areas for Diasorin Future areas of deve
Slide 3: Broadening the distance to competition
03 | IMMUNODIAGNOSTICS Menu Comparison Broadening the distance to competition Differentiating High-routine tests & High-Volume Specialties 86 63 46 Diasorin Immunoassay tests 32 Tests of the main competitor within the area “ “ We have the broadest immunoassay menu available on the market 20
Slide 4: Products
PRODUCTS
Slide 5: Latent Tuberculosis
03 | IMMUNODIAGNOSTICS Products | Latent Tuberculosis Latent Tuberculosis
Slide 6: Latent Tuberculosis - Market
03 | IMMUNODIAGNOSTICS Products | Latent Tuberculosis Latent Tuberculosis - Market Tuberculosis Active TB Characteristics • > 10 million active cases globally • TB is actively spreading • Symptomatic and contagious • Testing through NAAT, chest X-Ray, sputum ~2 bn People infected with • Often deadly
Slide 7: Latent Tuberculosis – Full automation and improved efficiency
03 | IMMUNODIAGNOSTICS Products | Latent Tuberculosis Latent Tuberculosis – Full automation and improved efficiency Advancing workflow automation Inpeco partnership move QuantiFERON and LIAISON towards a full Addressing the need to improve pre-analytical steps in labs ecosystem solution QIAGEN fully
Slide 8: Our competitive advantage
03 | IMMUNODIAGNOSTICS Products | Latent Tuberculosis Our competitive advantage Tubes for CD4 and CD8 Market leader in TB QFT-TB brand recognized Broadest claims for antigen testing segment as WHO Gold-Standard patient population COMPETITIVE ADVANTAGES TO FACE POTENTIAL COMPETITION ON TB 25
Slide 9: Gastrointestinal
03 | IMMUNODIAGNOSTICS Products | Gastrointestinal Gastrointestinal
Slide 10: GI Health: Serving Dx Needs for Gastroenterologists
03 | IMMUNODIAGNOSTICS Products | Gastrointestinal GI Health: Serving Dx Needs for Gastroenterologists 27
Slide 11: Diasorin GI Immunodiagnostics Panel
03 | IMMUNODIAGNOSTICS Products | Gastrointestinal Diasorin GI Immunodiagnostics Panel BROAD, INTEGRATED GI MENU NEAR-TERM INNOVATION AND NEXT-WAVE (8 LIAISON TESTS) PIPELINE (2026-2027) Covers inflammation, infectious diseases, pancreatic LIAISON Q.S.E.T. Quick Pick – home stool collection kit: mar
Slide 12: Calprotectin – Market overview
03 | IMMUNODIAGNOSTICS Products | Calprotectin Calprotectin – Market overview Rising prevalence of 5-10% of the world population has IBS chronic GI diseases (IBD, IBS), with increasing burden of gastrointestinal Calprotectin is the key infections ~1% of the western world population has IBD test to d
Slide 13: Calprotectin HD for enhancing diagnostic power
03 | IMMUNODIAGNOSTICS Products | Calprotectin Gastrointestinal – Calprotectin HD for enhancing diagnostic power THE CHALLENGE THE SOLUTION IBD* DIAGNOSIS – AS IS Diagnosis complexity: differentiation Limited specificity (“grey zone”): from diseases with similar presentation Moderate calprotectin el
Slide 14: Stool and Blood biomarkers inform IBD management across patient journey
03 | IMMUNODIAGNOSTICS Products | Calprotectin Gastrointestinal - Stool and Blood biomarkers inform IBD management across patient journey 5 key phases of the patient journey with IBD: ACTIVITY Diagnosis A. IBD vs IBS Diagnosis Prediction of treatment response B. Prediction of treatment response Asse
Slide 15: Hypertension
03 | IMMUNODIAGNOSTICS Products | Hypertension Hypertension
Slide 16: Hypertension – a new guideline for primary Aldosteronism
03 | IMMUNODIAGNOSTICS Products | Hypertension Hypertension – a new guideline for primary Aldosteronism Including Diasorin established cutoffs Primary Aldosteronism (PA): The opportunity: current market scenario a changing clinical environment Severely underdiagnosed form of Hypertension: only 0.5-2
Slide 17: Hypertension – a new guideline for primary Aldosteronism
03 | IMMUNODIAGNOSTICS Products | Hypertension Hypertension – a new guideline for primary Aldosteronism Including Diasorin established cutoffs DIASORIN LEADING THE WAY TOTAL ACCESSIBLE MARKET (TAM) Potential future TAM Current TAM Recommended cut-off for ARR reflects Diasorin’s Full adoption on new
Slide 18: MeMed
03 | IMMUNODIAGNOSTICS Products | MeMed MeMed
Slide 19: MeMed – Target and initiatives 2026-2030 (US focus)
03 | IMMUNODIAGNOSTICS Products | MeMed Memed – Target and initiatives 2026-2030 (US focus) 2026-2030 by 2030 NEW CUSTOMERS ~50 per year TOTAL CUSTOMERS TARGET >250 = 1/3 of Diasorin’s U.S. Hospital Targets MeMed BV guidance reduced unnecessary antibiotic prescriptions in viral patients by 52% (25%
Slide 20: Systems
SYSTEMS
Slide 21: LIAISON XL Evolution
03 | IMMUNODIAGNOSTICS Systems LIAISON XL Evolution TODAY H1’27 Compact size. Expanded power. Fully Integrated. Maximum flexibility in every configuration Expanded capacity without increasing footprint Immediate access to a complete reagent menu Full compatibility with existing Total Lab Automation
Slide 22: Increased Sample Capacity and Accelerated workflow
03 | IMMUNODIAGNOSTICS Systems Increased Sample Capacity and Accelerated workflow Automated ID & De-capping No Buffer Preparation Need Smart tube handling Improved Walk-away time, safety and workflow efficiency Optimized workflow & connectivity Automated Flexible installation Throughput improvement
Slide 23: U.S. Hospitals Strategy
U.S. HOSPITALS STRATEGY
Slide 24: U.S. Hospitals Strategy
03 | IMMUNODIAGNOSTICS U.S. Hospitals Strategy U.S. Hospitals Strategy START PHASE 1 PHASE 2 PHASE 3 2019 2020-2022 2023-2026 2027-2030 TOTAL HOSPITALS ~150 ~300 ~600 ~900 NEW HOSPITALS Identification of +150 +300 +300 2,200 hospitals (Addressable Continue penetration and focus market) on add-on spe
Slide 25: Future Opportunities
FUTURE OPPORTUNITIES
Slide 26: Autoimmunity
03 | IMMUNODIAGNOSTICS Future Opportunities | Autoimmunity Autoimmunity
Slide 27: Autoimmunity market
03 | IMMUNODIAGNOSTICS Future Opportunities | Autoimmunity Autoimmunity market Specialty Autoimmune testing Presenting the best opportunity for expansion in an untapped area of Immunodiagnostic testing Global market1: 45% high-volume; 1.3 €/bn 55% specialty Size and 63% in Europe and NA, with 4
Slide 28: Autoimmunity – Diasorin positioning
03 | IMMUNODIAGNOSTICS Future Opportunities | Autoimmunity Autoimmunity – Diasorin positioning Autoimmunity testing is evolving from a niche specialty area into a core component of centralized laboratory workflows Diasorin recognized Existing major Total Lab by leading TLA players Automation (TLA) a
Slide 29: Complementary Diagnostics
03 | IMMUNODIAGNOSTICS Future Opportunities | Complementary Diagnostics Complementary Diagnostics
Slide 30: Diagnostics are no longer support – they are the decision
03 | IMMUNODIAGNOSTICS Future Opportunities | Complementary Diagnostics Diagnostics are no longer support – they are the decision PRECISION MEDICINE | STRATEGIC CONTEXT Precision medicine (companion and complementary diagnostics) is redefining how drugs reach patients—and how every clinical dollar i
Slide 31: Half the precision medicine wave lies outside oncology
03 | IMMUNODIAGNOSTICS Future Opportunities | Complementary Diagnostics Half the precision medicine wave lies outside oncology – and we have the first proof points to act on it STRATEGIC OPPORTUNITY | NON-ONCOLOGY EXPANSION Precision medicine is mainstream in oncology—but 50% of biomarker-driven dru
Slide 32: Key Takeaways on Immunodiagnostics
03 | IMMUNODIAGNOSTICS Key Takeaways Key Takeaways on Immunodiagnostics Strong positioning Differentiated competitive in large/attractive market positioning/menu leadership Strategic exposure Broadest immunoassay menus in the market Focused portfolio targeting high-value segments Clear edge in high-
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