Slide 1: Memphasys Investor Webinar and Release of Updated Investor Presentation
ASX Release 7 April 2026 ASX Code: MEM Memphasys Investor Webinar and Release of Updated Investor Presentation Memphasys Limited (ASX: MEM) (“Memphasys” or “the Company”) is pleased to advise that it will host an investor webinar on Wednesday, 8 April 2026, and has today released an updated investor
Slide 2: Contact and About Memphasys
For further information, please contact: David Tasker Managing Director Chapter One Advisors Tel: +61 433 112 936 E: dtasker@chapteroneadvisors.com.au About Memphasys Memphasys Limited (ASX: MEM) is an Australian-based reproductive biotechnology company commercialising the Felix™ System, a patented
Slide 3: Felix: A Breakthrough IVF Technology Platform
ASX | MEM FELIXTM: A BREAKTHROUGH IVF TECHNOLOGY PLATFORM; REGULATOR-APPROVED, GLOBALLY DEPLOYED, AND GENERATING RAPIDLY GROWING RECURRING REVENUES
Slide 4: 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 5: Felix - From Validation to Revenue & Global Scale
FELIX - FROM VALIDATION TO REVENUE & GLOBAL SCALE BREAKTHROUGH CLINICAL REVENUE GENERATING TECHNOLOGY PERFORMANCE POSITION TODAY HAS LED TO • Commercial rollout • First meaningful • ~6 min processing vs breakthrough in sperm ~45 min traditional active across multiple preparation in >40 years methods
Slide 6: Commercial Inflection Point Achieved
COMMERCIAL INFLECTION POINT ACHIEVED Sales Revenue Generation Scaling Key Takeaways • Revenue now generated across multiple A$111.6k First meaningful multi- jurisdictions market revenue contribution • Step-change in March quarter (Italy + Qatar contribution) • Repeat cartridge orders validating usag
Slide 7: From Validation to Global Commercial Scale
FROM VALIDATION TO GLOBAL COMMERCIAL SCALE Pre- 2023- 2025 2026 & 2023 2024 BEYOND Clinical Foundation & First Commercial Proof Commercial Breakthrough TRANSITION COMPLETE: FROM VALIDATION Technology Validation • Japan: first commercial • CE Mark granted - TO GLOBAL COMMERCIAL ROLLOUT • Multi-year R
Slide 8: Commercial Strategy Reset: Simple but Effective
COMMERCIAL STRATEGY RESET: SIMPLE BUT EFFECTIVE – DEC Q • Shift to Go-Direct IVF clinic engagement model • Focus on high-value, regulator-ready markets • Conversion from evaluation to commercial supply agreements • Sole focus on annual recurring revenue (cartridge model) EARLY RESULTS: • Italy multi
Slide 9: Fertility Tech Market Trends & Opportunity
FERTILITY TECH MARKET TRENDS & OPPORTUNITY Average total fertility rate Fertility rate (births per woman) • Global fertility market: USD $36B, 2024 to USD $85B by 2034, CAGR 9%1 • Global fertility decreasing: Males account for ~50%, driven by declining sperm quality: • 1 in 6 couples experience fert
Slide 10: Electrophoresis – The Next Evolution
ELECTROPHORESIS – THE NEXT EVOLUTION CLINICALLY SUPERIOR, QUICK & EASY Allows ion transfer but blocks sperm passage Game-Changing Sperm Selection: Raw Semen Processed Semen • Easy and Quick improving IVF clinic throughput and profitability. • Traditional IVF methods (density gradient, swim-up) rely
Slide 11: Felix System: Advantages Over Conventional Methods
FELIXTM SYSTEM: ADVANTAGES OVER CONVENTIONAL METHODS Conventional DGC and/or Swim-Up Felix Process: 30-60+ minutes Rapid - six minutes Multi-step & labour intensive Single vessel & automated Specialised clinical operators Easy to train and operate Complex equipment Console & cartridge Operator varia
Slide 12: The Felix Breakthrough Solution; Is Easy & Quick
THE FELIXTM BREAKTHROUGH SOLUTION; IS EASY & QUICK Felix offers a simple, cartridge-based workflow that is easy for embryologists to adopt 5 3 2 1 1. 4ml 4 2. 4ml 3. 1ml 4. Sperm 5. Press start 10
Slide 13: Why Clinics Adopt Felix
WHY CLINICS ADOPT FELIXTM ✓ Reduces sperm prep time from ~45 mins to ~6 mins ✓ Standardised, operator- independent workflow ✓ Increases lab throughput ✓ Reduces variability in outcomes ✓ Easy integration into existing IVF processes ✓ FelixTM results in better clinical outcomes compared to DGC and is
Slide 14: Regulatory Approval Now Driving Commercial Growth
REGULATORY APPROVAL NOW DRIVING COMMERCIAL GROWTH Canada - No regulatory United Kingdom – Japan - No regulatory Approved & Commercially Accessible Markets hurdles MHRA registered hurdles • Europe – CE Mark approved, full clinical use • Australia – TGA approved, immediate sales • UK – MHRA registered
Slide 15: Commercial Agreements in Place with Contracted Revenue and Repeat Ordering
COMMERCIAL AGREEMENTS IN PLACE WITH CONTRACTED REVENUE AND REPEAT ORDERING BEHAVIOUR Felix is now deployed globally with signed commercial agreements, initial revenues and repeat orders confirming adoption and a scalable recurring revenue model EUROPE: CE-Enabled MENA: Distribution- JAPAN: Establish
Slide 16: Consumables-Driven Model with Recurring Revenue
CONSUMABLES-DRIVEN MODEL WITH RECURRING REVENUE Two-part model ONE CARTRIDGE PER PROCEDURE MEANS 1. Felix console placement Commercial characteristics REVENUE SCALES WITH IVF • Enables clinic onboarding • High repeat usage once VOLUMES • Supports long-term utilisation adopted • Attractive unit econo
Slide 17: The Commercial Model – Unit Economics
THE COMMERCIAL MODEL – UNIT ECONOMICS High-margin consumables model with operating leverage Cartridge Model • Target Price: $80–$150 per cartridge • Target COGS: < $40 - Constantly looking at COGS improvements and confident we will realise this in the next 12 months • 60%+ gross margin potential Cli
Slide 18: How We Work with Reseller Partners
HOW WE WORK WITH RESELLER PARTNERS Memphasys provides • Clinical onboarding and training support • Reference customers and in-market validation • Regulatory clarity and documentation • Scalable cartridge supply Ideal partners • Existing IVF / ART distribution capability • Direct provider selling eng
Slide 19: Near-Term Catalysts Mapped Out
NEAR-TERM CATALYSTS MAPPED OUT SIGNIFICANT NEWS FLOW OVER THE NEXT 6 MONTHS India regulatory Europe / MENA Commercialising COGS Reseller Recurring completion improvements – / APAC scaling ANZ expansion revenue growth (CDSCO) very advanced 17
Slide 20: Thank You
THANK YOU 18 Marjan Mikel Memphasys Limited (ASX: MEM) Website: www.memphasys.com