Emv Capital Plc · LSE:EMVC
Emv Capital — Investor Presentation (February 2026)
29 slides from Emv Capital's investor presentation, Feb 26, 2026
Slide 1: Virtual Meet the Portfolio
DEEP TECH | LIFE SCIENCES | SUSTAINABILITY Virtual Meet the Portfolio Dname-iT Holdings Vortex Biotech Holdings 26 February 2026 DEEP TECH | LIFE SCIENCES | SUSTAINABILITY
Slide 2: Disclaimer
DISCLAIMER This presentation (and any information contained in any oral presentation accompanying it) (Presentation) has been prepared by EMV Capital plc (Company). This Presentation has not been approved by an authorised person in accordance with Section 21 of the Financial Services and Markets Act
Slide 3: Introduction to EMV Capital plc
INTRODUCTION TO EMV CAPITAL PLC Vision to be a leading VC Started from £12m AUM investment group in the deep and 8 companies in 2020 tech and life sciences sectors Identifying, investing £104m+ Assets 70 portfolio Building a EMV Capital Partners in, and building high Under Management companies susta
Slide 4: Operating Model: Capital Growth
OPERATING MODEL: CAPITAL GROWTH GROW VALUE OF OUR PORTFOLIO COMPANIES VENTURE BUILDING VALUE CREATION SERVICES Selective capital efficient Supporting a cohort of companies balance sheet investment and in protecting value and value in-kind services to capitalise growth upon value opportunities Suppor
Slide 5: EMV Capital Portfolio
EMV CAPITAL PORTFOLIO DEEP TECH & LIFE SCIENCES - SELECTED COMPANIES DEEP TECH PORTFOLIO LIFE SCIENCES PORTFOLIO DRUG DISCOVERY FUTURE OF COMPUTE & THERAPEUTICS SEMICONDUCTORS MEDTECH & DIAGNOSTICS SENSING DIGITAL HEALTH AI, AUTONOMOUS SYSTEMS & ROBOTICS TOOLS & TECHNOLOGIES NOVEL MATERIALS SPACETEC
Slide 6: EMVC Venture Build Programme: Driving Value and Shareholder Returns
EMVC VENTURE BUILD PROGRAMME: DRIVING VALUE AND SHAREHOLDER RETURNS Lab Blood Verification System Approach ▪ Target IP-rich companies needing strategic direction FV stake increase of £1.7m ▪ Working within large/growing markets 25.9% direct, 30.2% advised ▪ Restructure via direct equity (cash and/or
Slide 7: DName-iT
DName-iT improving safety, quality and cost in patient testing Investor Summary | February 2026 1 CONFIDENTIAL
Slide 8: DName-iT provides molecular level assurance and cost reduction in NGS
DName-iT provides molecular level assurance and cost reduction in next generation DNA sequencing for medical testing • Modern medical DNA testing widely involves the use of Next Generation Sequencing (NGS) • Major uses include oncology testing, pre-natal screening and inherited disease identificatio
Slide 9: DName-iT has a simple and compelling value proposition
DName-iT has a simple and compelling value proposition Tube manufacturers Laboratories Healthcare Patients systems & payers Transforms sample tubes Increases quality Reduces costs and Improved safety, from a commodity and safety and enhances public confidence and consumable into a reduces costs from
Slide 10: The global NGS market is growing rapidly
The global NGS market is growing rapidly As NGS testing scales in volume, CAGR 15-20% complexity and is decentralised; Current market $10-11billion sample identity • Oncology and Non-Invasive Pre-natal Testing (NIPT) account for over 50% Oncology accounts becomes as critical of all NGS use. Genetic
Slide 11: DName-iT's IP assets enable two routes to revenue
DName-iT’s IP assets enable two routes to revenue DName-iT maintains a comprehensive patent portfolio with broad claims covering the company’s proprietary patent products and methods. portfolio productisation patent licensing DName-iT has the opportunity to Our analysis suggests DName-iT patented co
Slide 12: Productisation: go to market strategy and execution plan
Productisation: go to market strategy and execution plan 2026 plan Progress to date: The critical steps in 2026 are to ✓ DNamesTM manufacture proven complete a commercial pilot and • Blood collection tubes ✓ Regulatory framework in place containing DNamesTM select a tube manufacturing partner ✓ Comp
Slide 13: Patent Licensing: partnering to enforce DName-iT's rights and monetise IP
Patent Licensing: partnering to enforce DName-iT’s rights and monetise IP • We believe (and have compelling analysis to support) that many of the multinational NGS companies are currently using methods covered by DName-iT’s patents • Royalty rates could be in the range 2 – 5% of relevant company rev
Slide 14: The DName-iT Team
confidential The DName-iT Team Founded in late 2014 by renowned Prof. Harry Cuppens, DName-iT was spun-out from KU Leuven University, now backed by EMV Capital and has a strong team combining both world-class technical expertise and licensing experience Prof Harry Cuppens, CSO and Founder Dr Ilian I
Slide 15: Investor Summary: CTC-Centred Service Solution for Biopharma
Investor Summary CTC-Centred Service Solution for Biopharma H1 2026 | Confidential
Slide 16: The Problem: 90% of cancer deaths are caused by metastasis
The Problem 90% of cancer deaths are caused by metastasis Circulating Tumour Cells (CTCs) are a primary driver of metastasis Early and ongoing detection of CTCs is key to successful treatment Cancer is a Major Global Challenge Current Solutions Fall Short • 2022: 20M new cases, 9.7M deaths • ctDNA:
Slide 17: The Vortex Solution
THE VORTEX SOLUTION CTC-centred solution for biopharma clients developing personalised cancer therapies Vortex technology platform isolates intact, label-free and pure CTCs from whole blood. Vortex’s core technology platform consists of: ▪ Patented VTX-1 Platform – a fully automated, “no-touch” CTC
Slide 18: Market Opportunity: CTC-based liquid biopsy is now set to grow
Market Opportunity: CTC-based liquid biopsy is now set to grow Global Market Growth ($ Bn) Market Drivers 35 • Accelerated Market Growth: 30 • Liquid biopsy market is scaling rapidly 25 • Expanding multi-billion-dollar addressable $US (Bn) markets 20 CAGR • Technology-Driven Market Expansion: 15% 15
Slide 19: Investment Highlights
Investment Highlights Strategic Partnerships International Clinical Network Clinical Validation TDL/Sonic Healthcare partnership & global CRO access UK: NHS, UCL, Manchester University 3 ongoing clinical studies (200+ AstraZeneca Exchange USA: University of Maryland Medical patients), results expect
Slide 20: Use Case: Culturing CTCs for Drug Development
Use Case: Culturing CTCs for Drug Development Unlocking the Holy Grail of Precision Medicine: Living CTC Cultures for Real-World Drug Development Challenges: CTCs are extremely rare, difficult to expand, and long-term culture often causes phenotypic/genotypic drift that reduces their clinical releva
Slide 21: Clinical Validation
Clinical Validation: Multiple clinical validation studies planned/under way University of Maryland Medical Univ. Vienna CHU Nice, France Lead: Prof. Stuart Martin Lead: Prof. Robert Zeillinger Lead: Prof. Paul Hofmann 50 patients: Breast & Lung Cancer 200 patients: Ovarian Cancer 50 patients: Uveal
Slide 22: Go to Market Strategy
Go to Market Strategy Near term revenue opportunities from University placements… …Building up to clinical trial contracts Research Institutions Pharma, CROs, Path Labs • VTX-1 instrument placement • Vortex service lab (Manchester, UK) • £130k per unit / £4k monthly rent • Biomarker assay developmen
Slide 23: Strategic Partnerships
Strategic Partnerships TDL / Sonic Healthcare Global Laboratory Partner VTX-1 installed at TDL (London); Access to global Sonic network AstraZeneca Pharma Development Technology assessment 2026; AZ Exchange program participant Manchester Knowledge Quarter NHS & Academic Access 10 hospitals, 3M patie
Slide 24: Commercial Pipeline
Commercial Pipeline Advanced discussions with leading pharma and CROs Leading UK/EU Pathology Lab Pilot Q1 2026, VTX-1 installed Strategic Global Partnership with TDL, Sonic Healthcare, UCL Global Healthcare Consulting Firm Vortex workflow installed in The Doctors Laboratory facilities. (Halo Buildi
Slide 25: Commercial Roadmap
Commercial Roadmap Q1 2026 TDL/Sonic partnership; Manchester labs opened, first clinical study results Q2 2026 VTX-1.5 production scale-up; Cost optimization Q3 2026 Additional study readouts, AstraZeneca Tech assessment Q4 2026 Pharma/CRO pilot initiations; Validated VTX-1.5 2027+ Scale service del
Slide 26: Exit Strategy
Exit Strategy Active M&A market with strategic acquirers across multiple categories CTC Technology Companies Single Cell Specialists ctDNA Liquid Biopsy Players Medical Instrument Manufacturers Laboratory Service Providers CRO Companies Pharmaceutical Companies Recent Transactions: $390M-$23B (Exact
Slide 27: Leadership Team
Leadership Team Nigel Brooksby Paul Reeves Dr Ilian Iliev Non-Executive Chairman Managing Director Investment Director Former Chairman/CEO Sanofi UK. Senior 20+ years diagnostics/MedTech. Led R&D at CEO EMV Capital PLC. Experience in high- roles: Sanofi, GSK, Pfizer. Deep global VetPlus, Arcis, QIAG
Slide 28: Liquid biopsies are leading us into a new era of personalised cancer care
" Liquid biopsies are leading us into a new era of personalised cancer care Professor Peter Johnson CBE NHS National Clinical Director for Cancer, June 2025
Slide 29: Join Our Community
JOIN OUR COMMUNITY Follow EMV Capital plc on LinkedIn & Twitter 25-28 Old Burlington Street, London W1S 3AN www.emvcapital.com