Nova Eye Medical Ltd · ASX:EYE
Nova Eye Medical — Shareholder Meeting (November 2025)
13 slides from Nova Eye Medical's shareholder meeting presentation, November 2025
Slide 1: Nova Eye Medical Limited (ASX:EYE) AGM Presentation
Nova Eye Medical Limited (ASX:EYE) AGM Presentation November 2025 nova-eye.com | 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Nova Eye Medical Limited (ASX: EYE). While the information in this presentation has been prepared in good faith and with reasonable care, no representation or warranty, express or implied, is made as to the accuracy, adequacy or reliability of any st
Slide 3: Highlights
Highlights ✓ iTrack Advance = angioplasty of the eye – natural flow restored, repeatable ✓ Single-use device drives recurring revenue Focus Increase ✓ Record October 2025 revenue for Group U.S. procedures quarter-on-quarter ✓ USA sales in November are strong and deliver sustainable profitability. ✓
Slide 4: The Interventional Glaucoma Market Size & Our Position
The Interventional Glaucoma Market Size & Our Position Pharma spend US$4.3B – 84M Device market US$944M but very poor compliance People with (2025) → US$1.6B and long term not good for open - angle cases (2030), CAGR 10.6% QOL Nova Eye stent free Cataract link: tissue sparing approach U.S. market is
Slide 5: Competitive Position in the U.S.
Competitive Position in the U.S. Why Do Surgeons Choose iTrack Advance? iTrack Advance: FDA-cleared 2023; no implant, no foreign material • Procedure: Canaloplasty – restores natural drainage (“angioplasty of the eye”). • Complements cataract surgery; preserves tissue • FDA approved to treat glaucom
Slide 6: Commercial Infrastructure
Commercial Infrastructure Recruit and train sales representatives to take the message to surgeons. Achieving c$1.4 million RPR at high margin… Number of reps is a function of Company strategy to provide BOTH growth and EBITDA positive. Sales management: sales rep recruitment and motivation, territor
Slide 7: OUS Sales Channels and China Opportunity
OUS Sales Channels and China Opportunity In Germany, we have a small team that trains and sells directly to surgeons and manages and supports distributor partners in Like in USA, Direct sales Europe. Germany = high margin and control We are highly selective in our commercial investments in Europe (a
Slide 8: Investor Webinar by Dr Mahmoud Khaimi
Investor Webinar by Dr Mahmoud Khaimi • Internationally recognised glaucoma specialist Mahmoud A. Khaimi, M.D conducted an Investor Webinar yesterday on “iTrack in Practice: Clinical Insights.” • Dr. Khaimi is the Founder and President, Glaucoma Surgeons of Oklahoma and Chief Medical Consultant, iTr
Slide 9: Investor Webinar by Dr Mahmoud Khaimi
Investor Webinar by Dr Mahmoud Khaimi 9 Why iTrack Advance? Efficient 1. Perfect complement to cataract surgery. 2. Streamlined procedure 3. Simplified postop regimen = little to no chair time Versatile 1. With/without concurrent cataract surgery 2. Team it with GATT, if needed 3. Can be combined wi
Slide 10: Highlights of Dr Mahmoud Khaimi’s Presentation
Highlights of Dr Mahmoud Khaimi’s Presentation 10 26 November 2025 Quotes “iTrack surgery is easy to describe to patients because it is implant free and restores natural outflow.” “Patients are horribly non-compliant with eye drops.” “Patients come in with beet red eyes from eye drops.” “I have perf
Slide 11: Last 12 Months (LTM) Revenue
Last 12 Months (LTM) Revenue LTM to 30 Sep LTM to 30 Growth % LTM to 30 Sept 2024 Sept 2025 (in USD) 2025 A$’000’s US$’000’s US$’000’s USA 12,229 15,338 25% 23,597 Germany 1,544 1,910 24% 2,938 Direct Markets 13,773 17,248 26,535 Rest of World 853 1,248 46% 1,920 Sales (excl China) 14,625 18,496 26%
Slide 12: FY26 Guidance
FY26 Guidance Nova Eye Medical provides the following guidance for the financial year ending 30 June 2026: • FY26 sales revenue (excluding China) expected to range between US$21 million and US$24 million (A$32 million to A$37 million at today’s exchange rate) is confirmed. • The group is currently e
Slide 13: Tom Spurling Mark Flynn
Tom Spurling Mark Flynn Managing Director Investor Relations +61 8 8360193 +61 416 068 733 tspurling@nova-eye.com mflynn@nova-eye.com nova-eye.com | 13
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