Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Investor Presentation (July 2023)
19 slides from Lumos Diagnostics's investor presentation, Jul 10, 2023
Slide 1: Capital Raising Presentation
For personal use only Lumos Diagnostics Holdings Limited Capital Raising Presentation July 2023 www.lumosdiagnostics.com Confidential. This document and supporting materials contain confidential and proprietary business information from Lumos. 1
Slide 2: Disclaimer and Important Information
Disclaimer and Important Information This presentation (Presentation) has been prepared solely for informational purposes by Lumos Diagnostics Holdings Limited (Company). The information contained in this document (“Document”) has been prepared by Lumos Diagnostics Holdings Limited (referred to as “
Slide 3: Executive Summary
Executive Summary Lumos is a fully-integrated developer and manufacturer of connected, rapid, point-of-care tests for the diagnostics and healthcare industries For personal use only Significant operational turnaround • Appointed US diagnostics industry veteran Doug Ward as CEO in June 2022 achieved
Slide 4: For personal use only
For personal use only Investor Presentation
Slide 5: Company Overview
Company Overview Lumos is a fully-integrated developer and manufacturer of connected, rapid, For personal use only point-of-care tests for the diagnostics and healthcare industries • Led by Doug Ward, industry veteran with over 30 years experience in diagnostics • Comprehensive offering from concept
Slide 6: Board of Directors
Board of Directors For personal use only Sam Lanyon Bronwyn Le Grice Lawrence Mehren Catherine Robson Non-Executive Non-Executive Non-Executive Non-Executive Chair Director Director Director 6
Slide 7: Highly experienced industry veteran recently appointed
Highly experienced industry veteran recently appointed Doug Ward – extensive experience in diagnostics industry For personal use only • >30-year career in Diagnostics and Life Sciences industries • Roles with Roche/Ventana Medical, GE, Siemens, Bayer, Chiron, PGDX and Hologic which included: - Expan
Slide 8: Favourable industry structure and key trends
Favourable industry structure and key trends Robust underlying category growth forecast For personal use only GLOBAL POC DIAGNOSTIC TEST SALES • Significant growth anticipated from growing role of diagnostic tests in healthcare • Rapid, point-of-care tests increasingly being used – common in US sett
Slide 9: Lumos has a compelling and highly competitive offering
Lumos has a compelling and highly competitive offering 1. Fully-integrated—from design to manufacturing 2. Proprietary reader platform for use in different settings For personal use only Strategic Product Commercial Innovation Development Manufacturing Single-use Multi-use disposable Desktop readers
Slide 10: Lumos' POC diagnostic test development engine
Lumos’ POC diagnostic test development engine For personal use only Design Develop Manufacture Product concepts REVENUE Contract Fees Margin Sales & license payments STREAMS from services from manufacturing from own & other products 10
Slide 11: Strategic partnerships are a key pillar of Lumos' growth plan
Strategic partnerships are a key pillar of Lumos’ growth plan Lumos provides a compelling service offering for leading diagnostics companies For personal use only • Fully-integrated offering—from concept-to-clinic-to-commercial production • Proprietary reader platform—integrate POC testing with elec
Slide 12: Lumos has established a strategic relationship with Hologic
Lumos has established a strategic relationship with Hologic • Hologic is a recognized global leader in women’s health based in Massachusetts For personal use only - NASDAQ: HOLX, Market Capitalization US$20 billion - FY2022 sales revenue of US$4.2 billion with net income of US$1.3 billion - Diagnost
Slide 13: FebriDx – Lumos' POC test to aid antibiotic prescribing
FebriDx – Lumos’ POC test to aid antibiotic prescribing • FebriDx offers an aid for healthcare providers to improve patient care and antibiotic stewardship For personal use only - 211 million outpatient antibiotic prescriptions in the US in 20211 - 40% antibiotics prescribed in for respiratory infec
Slide 14: FebriDx – FDA clearance awarded in July 2023
FebriDx – FDA clearance awarded in July 2023 • FDA clearance for FebriDx secured earlier than expected following new 510(k) application For personal use only - Initial 510(k) clearance declined in July 2022 as considered it had not demonstrated substantial equivalence - While Lumos’ appeal to this d
Slide 15: Promising Outlook
Promising Outlook “ For personal use only There is little doubt in my mind Expand and diversify pipeline of commercial services projects and recurring revenue that POC diagnostic tests are going to become an ever- increasing part of our lives. Continue to build foundation for long-term growth throug
Slide 16: Capital Raising
For personal use only Capital Raising
Slide 17: Capital Raising Details
Capital Raising Details • Placement to raise approximately A$4.75 million under the company’s existing placement capacity per LR7.1 and LR7.1A (“Placement”) For personal use only Placement • Approximately 67.9 million new fully paid ordinary shares in LDX (“New Shares”) to be issued under the Placem
Slide 18: Timetable
Timetable Event1 Date For personal use only Record Date for the SPP 7.00pm Friday, 7 July 2023 Capital Raising announced and trading halt lifted Monday, 10 July 2023 SPP Offer opens Thursday, 13 July 2023 Settlement of the Placement Thursday, 13 July 2023 Allotment of New Shares under the Placement
Slide 19: For personal use only
For personal use only www.lumosdiagnostics.com 19
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