Vitrafy Life Sciences Ltd. · ASX:VFY
Vitrafy Life Sciences — Investor Presentation (June 2026)
39 slides from Vitrafy Life Sciences's investor presentation, Jun 12, 2026
Slide 1: Vitrafy Life Sciences – Capital Raising June 2026
For personal use only Vitrafy Life Sciences Pioneering Technology, Preserving Life. Building the foundational infrastructure for the global biologics economy. One cryopreservation platform. Animal reproduction, blood, cell & gene therapy — and beyond. ASX: VFY | Capital Raising June 2026 | vitrafy.c
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only This presentation ("Presentation") has been prepared by Vitrafy Life Sciences Limited (ACN 622 720 To the fullest extent permitted by law, the Limited Parties will not have any responsibility or liability for 254) ("Vitrafy" or "Company'') solely
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only Investment risk may contain historical financial information, pro forma financial information, forecasts, estimates, projections and other financial information in relation to the Company and its subsidiaries. The financial information in An inve
Slide 4: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only Jarden Australia Pty Ltd ACN 608 611 687, AFSL 485351), Bell Potter Securities Limited (ACN 006 390 their respective JLM Parties. You undertake that you will not seek to sue or hold the Joint Lead 772, AFSL 243480) and Morgans Corporate Limited (
Slide 5: Company Highlights
Company Highlights Foundational infrastructure for the biologic's economy — validated science, commercial traction, and upcoming value catalysts. For personal use only Cryopreservation-as-an- Step-Change in Scientific Critical Market Need Ecosystem Outcomes • Cryopreservation solution covering the e
Slide 6: The U.S. Blood Industry Faces a 2027 Infrastructure Replacement Cycle
The U.S. Blood Industry Faces a 2027 Infrastructure Replacement Cycle For personal use only Two structural failures converging in the US blood market alone — creating an inflection point now. PROBLEM 1 PROBLEM 2 Chronic Shortages End-of-Life Technology • Blood platelets last less than 7 days at room
Slide 7: The Ecosystem
For personal use only The Ecosystem Wholistic cryopreservation solution delivering quality at every-step. 7
Slide 8: What is Cryopreservation?
What is Cryopreservation? The science & engineering of preserving biological materials at low temperatures that For personal use only underpins many areas of the healthcare system. BUILT IN THE ‘60’s, STUCK IN THE ‘60’s Commercial Workflow Sample & Applications Issues Quality Issues • Blood products
Slide 9: Cryopreservation-as-an-Ecosystem
Cryopreservation-as-an-Ecosystem One integrated platform — hardware, software, and consumables — that embeds, then expands – continuous improvement For personal use only and value creation. QUALITY DRIVER DATA MOAT ECOSYSTEM CONNECTION REVENUE DRIVER FREEZING DEVICE CLOUD SOFTWARE POINT-OF-CARE RECU
Slide 10: Differentiated Technology Solution
Differentiated Technology Solution Vitrafy’s IP protected technology solution has a clear competitive advantage that may unlock entirely new market For personal use only opportunities. QUALITY BROAD USE SPEED VALUE • Superior post thaw quality • One solution – multiple outcomes - consistently. uses.
Slide 11: The Science
For personal use only The Science A step-change in scientific outcomes, consistently. 11
Slide 12: Validated Science – Blood Platelets
Validated Science – Blood Platelets For personal use only First-to-Market Opportunity No FDA-approved cryopreserved platelet product currently exists 100.0% 94.4% in the US. 90.0% 80.0% Exceeds Benchmarks USA fresh guideline (75%) 94.4% recovery exceeds European regulatory standard and 70.0% FDA/AAB
Slide 13: Validated Science – T-Cell (CGT)
Validated Science – T-Cell (CGT) For personal use only Growing Market Vitrafy post thaw T-Cell Viability Over 900 cell and gene therapy clinical trails (USA), requiring 100% 95% 94% quality cryopreserved materials. Transformative new pillar of 93% 93% medicine, engineering cells to fight disease. 90
Slide 14: Validated Science – Animal
Validated Science – Animal For personal use only Salmon Fertilisation Rate Commercial Technology Validation 80% Year-on-year business model and ecosystem strategy success in 75% 72% unregulated markets. 70% 60% Commercialised Product Offering Vitrafy has commercialised its cryopreservation-as-an-eco
Slide 15: Commercial Traction
For personal use only Commercial Traction One solution, multiple go-to-market applications. 15
Slide 16: Priority Verticals Strategies and Catalysts
Priority Verticals Strategies and Catalysts One solution, multiple go-to-market applications. Vitrafy has prioritised three areas. For personal use only Animal Reproduction Blood Cell & Gene Therapy ▪ Food security and production ▪ Technology obsolescence ▪ Requires standardisation Growth ▪ Increase
Slide 17: Critical Market
For personal use only Critical Market Two critical structural problems, demanding immediate market change. U.S. Blood Market Snapshot: 14.2m blood collections annually ~6,100 hospitals across the U.S. ~1,000+ fixed site donation centers 17
Slide 18: No one should die from a lack of supply of life-saving blood
No one should die from a lack of supply of life-saving blood For personal use only CRITICAL SUPPLY DONATION SHORTAGES FAILURES DECLINE 18
Slide 19: Blood Products
Blood Products For personal use only A deliberate and targeted market entry strategy across military & civilian use. Military Scientific Civilian Multiple Product Validation Expansion Applications In Vitro Phase I/II complete Identified urgent market need – Land & expand strategy 94% post thaw quali
Slide 20: Vitalant: First Major U.S. Blood Network Deployment
Vitalant: First Major U.S. Blood Network Deployment For personal use only Vitrafy has partnered with one of the largest blood networks in America Vitalant — Land & Expand Potential launch partner for next-generation red blood cell cryopreservation solutions. Aim to rapidly address the global critica
Slide 21: Blood: The U.S. blood collection network
Blood: The U.S. blood collection network Concentrated blood supply networks with a small number networks representing a material market opportunity. For personal use only The U.S. Blood Collection Network* Blood Network Concentration 1200 Over 1,000 fixed collection sites across the U.S. Below are e
Slide 22: Animal Reproduction
For personal use only Animal Reproduction Cryo-enabled animal reproduction for global food supply— led by bovine and aquaculture. Animal Reproduction Snapshot: US$6B global animal artificial insemination 2,200 collection sites. market – led by bovine at ~50% of market 22
Slide 23: Animal Reproduction – IMV Technologies Partnership
Animal Reproduction Signed commercial agreement with IMV technologies to prepare for a joint go-to-market global offering. For personal use only IMV Technologies — Global Partner Global partnership secured with IMV Technologies to develop a Global go-to- market offering. Revenue generating - ~$0.9m
Slide 24: Business Model
For personal use only Business Model Translating a scientific step-change into a high-margin, recurring business model. 24
Slide 25: Recurring Revenue Model
Recurring Revenue Model Recurring managed-service economics that compound with every installed device. For personal use only Installed Device Count > Recurring Monthly Service Fee + Consumable fee 01 02 03 Managed Service Smart Consumables Compounding Moat HARDWARE + SOFTWARE + SERVICE PER-CYCLE REV
Slide 26: Outlook
For personal use only Outlook Multiple, upcoming value inflection points approaching. 26
Slide 27: Value Creation Roadmap
Value Creation Roadmap Milestone-driven value creation across FY26–FY27 with near-term catalysts in both regulated and unregulated markets. For personal use only ✓ COMPLETE CLEAR UPCOMING VALUE CREATION ACTIVITIES Ecosystem Validated FDA Approvals – Land & Expand – Broadscale Adoption Q4 FY26 — Prod
Slide 28: Cryopreservation is broken. Vitrafy is the fix.
ASX: VFY | THE WINDOW IS NOW For personal use only Cryopreservation is broken. Vitrafy is the fix. Validated Clear Market Commercial Deliver Value Technology need Ready 94.4% Post-thaw recovery Forcing event — Revenue generating today Customer & Patient outcomes best in class no approved alternative
Slide 29: Offer Summary
For personal use only Offer Summary Vitrafy is undertaking a capital raise to support its next phase of growth. 29
Slide 30: Equity Raising Summary
Equity Raising Summary For personal use only • Non-underwritten institutional placement (“Placement”) of new fully paid ordinary shares to raise $30m. • 11,538,462 shares to be issued under the Placement representing ~18.1% of issued share capital under ASX listing Offer Structure and Size rule 7.1
Slide 31: Equity Raising – Sources and Uses
Equity Raising Vitrafy is raising $30.0m via an institutional placement to fund the expansion of its operational cryopreservation device fleet For personal use only and scale operations in the U.S. Sources of Funds1 A$m Institutional placement $30.0m Total Sources $30.0m Uses of Funds2 A$m Device Fl
Slide 32: Equity Raising – Timetable
Equity Raising For personal use only Event1 Date Institutional placement Announcement of Placement results and launch of SPP Friday, 12 June 2026 Trading halt lifted and shares resume normal trading Friday, 12 June 2026 Settlement of New Shares issued under the Placement Wednesday, 17 June 2026 Allo
Slide 33: Appendix – Risk Disclosure
For personal use only Appendix Risk Disclosure 33
Slide 34: Risk Disclosure
Risk Disclosure The following are a summary of key, Company specific risks: For personal use only • Vitrafy is an early stage business that has not yet substantially commercialised its cryopreservation technology and has generated only minimal revenue. The Company's future success depends on convert
Slide 35: Risk Disclosure
Risk Disclosure The following are a summary of key, Company specific risks: For personal use only • Vitrafy's reputation may be affected by product performance issues, disputes, negative partner experiences, regulatory issues, data incidents or adverse publicity. Reputational damage may affect custo
Slide 36: Risk Disclosure
Risk Disclosure The following are a summary of key, Company specific risks: For personal use only • Vitrafy has not yet undertaken commercial-scale production, distribution or sale of its software and products. Scaling Manufacturing and scale-up manufacturing and delivery may require third-party man
Slide 37: Risk Disclosure
Risk Disclosure The following are a summary of general investment risks: For personal use only • There are general risks associated with investments in equity capital. The trading price of Vitrafy’s ordinary shares on ASX may fluctuate with movements and limited liquidity in equity capital markets i
Slide 38: Risk Disclosure
Risk Disclosure The following are a summary of general investment risks: For personal use only • Vitrafy may need further capital to fund research and development, commercialisation, manufacturing scale-up and working capital. Market conditions, investor sentiment, share price performance or Company
Slide 39: International Offer Restrictions
International Offer Restrictions For personal use only This document does not constitute an offer of new ordinary shares ("New Shares") of the Company in any subscription or purchase, of New Shares, may not be issued, circulated or distributed, nor may the New jurisdiction in which it would be unlaw
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