Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Investor Presentation (March 2026)
37 slides from Lumos Diagnostics's investor presentation, Mar 27, 2026
Slide 1: Lumos Diagnostics Holdings Limited Investor Presentation
Lumos Diagnostics Holdings Limited Investor Presentation March 2026 The consolidated entity’s presentation currency is US Dollars. Financial information is shown in USD unless otherwise stated. Placement, Share Purchase Plan and Share Price information is shown in AUD, as the parent entity is an Aus
Slide 2: Disclaimer and Important Information
Disclaimer and Important Information This presentation (“Presentation”) has been prepared by Lumos Diagnostics Holdings Limited (ABN 66 630 476 970) (“Lumos” or “Company”) solely for informational purposes in connection with its proposed non-underwritten institutional placement of new fully paid ord
Slide 3: Disclaimer and Important Information
Disclaimer and Important Information Forward Looking Statements None of the Limited Parties or the JLM Parties (as defined below) makes or gives any representation, warranty or guarantee, express or implied, that the Presentation, or the information, assumptions, opinions and conclusions contained t
Slide 4: Disclaimer and Important Information
Disclaimer and Important Information Not for distribution or release in the United States The distribution of this Presentation in jurisdictions outside Australia may be restricted by law. Persons who come into possession of this Presentation who are not in Australia, should observe any such restric
Slide 5: Disclaimer and Important Information
Disclaimer and Important Information Disclaimer MST Financial Services Pty Limited (ABN 54 617 475 180), Barrenjoey Markets Pty Limited (ABN 66 636 976 059) and Foster Stockbroking Pty Limited (ABN 15 088 747 148) (together, the “Joint Lead Managers”) are acting as joint lead managers to the Placeme
Slide 6: Disclaimer and Important Information
Disclaimer and Important Information In connection with the Placement, one or more investors may elect to acquire an economic interest in the New Shares (“Economic Interest”), instead of subscribing for or acquiring the legal or beneficial interest in those securities. A member of the JLM Group may,
Slide 7: Introduction to Lumos Diagnostics
Introduction to Lumos Diagnostics Lumos develops, manufactures and distributes innovative diagnostic products – delivering actionable information, in real time, at the point-of-care Transformational US$317m FY25 revenue of US$12.4m, Licensing / IP agreements add (A$487m) distribution deal with up 12
Slide 8: Highly experienced board and management team
Highly experienced board and management team The Lumos board and management team have a proven track record in commercialisation of medical technology at various companies Sam Lanyon Bronwyn Le Grice Lawrence Mehren Catherine Robson Doug Ward Barrie Lambert Sacha Dopheide, PhD Paul Kase Non-Executiv
Slide 9: The respiratory infection testing problem
The respiratory infection testing problem It is difficult to distinguish between viral and bacterial infections as they present similar symptoms, leading doctors to overprescribe antibiotics as a precautionary measure rather than a targeted treatment The respiratory infection testing problem… Antibi
Slide 10: Our solution: FebriDx®
Our solution: FebriDx® | a simple microbial infection test FebriDx® can rapidly identify patients who have a microbial infection1 and, if positive, determine if that infection is caused by a viral or bacterial pathogen after 10 minutes What is FebriDx®? What has it achieved?2 FebriDx® test procedure
Slide 11: FebriDx® IP
FebriDx® IP Our FebriDx® licensing / IP agreements add recurring high-margin revenue R On-strip cell lysis Lumos FebriDx Patents • Blood cell lysis chemical formulation • 59 FebriDx patents, 4 patent families • Detection of intracellular and extracellular • 17 countries biomarkers • 50 granted, 9 pe
Slide 12: Acute respiratory infection – patient clinical pathway
Acute respiratory infection – patient clinical pathway Patient Triage Doctor Treatment Billing Check-In Testing Decision Covid/Flu FebriDx © Lumos Diagnostics . All rights reserved. 12
Slide 13: The FebriDx® market opportunity grows with FDA clearances
The FebriDx® market opportunity grows with FDA clearances A CLIA waiver grant expands the potential US customer sites by enabling facilities (e.g. physician offices and stand-alone urgent care centres) to perform diagnostics without laboratory oversight Moderate complexity + CLIA waiver = CLIA expan
Slide 14: This CLIA grant expands our commercialisation options
This CLIA grant expands our commercialisation options It is clear that the two key US market opportunities for testing are in urgent care and primary care sites, these have formed our target sites as we continue commercialisation of FebriDx® US market opportunities in acute respiratory infection tes
Slide 15: The path to commercial adoption
The path to commercial adoption Lumos’ approach to commercialisation is founded on three pillars #1 #2 #3 Clinical benefit Economic Benefit Operational Efficiency Only test that distinguishes between Reimbursed under PLA code at $41.38 per Easily integrated alongside COVID/Flu combo bacterial and no
Slide 16: There is a whole value chain accessible post CLIA waiver
There is a whole value chain accessible post CLIA waiver The in vitro diagnostics (IVD) value chain and economic flow is summarised below 1 2 3 4 Healthcare providers / Manufacturers Distributors Payers physicians Sales to healthcare providers, R&D and production of IVD Utilise tests for diagnosis a
Slide 17: Facility expansion will underpin demand fulfillment at scale
Facility expansion will underpin demand fulfillment at scale Facility build-out of 7,500 square feet to be completed in 2026, will support market demand and drive revenue growth Scale-up overview Facility Floorplan Temp controlled finished goods 1 1,900 SF; 1900% increase from current facility Wareh
Slide 18: PHASE Scientific Exclusive FebriDx® US distribution agreement
PHASE Scientific Exclusive FebriDx® US distribution agreement Summary of anticipated payments Summary of key terms With CLIA Milestones Payment timing • Six-year term, with option to extend waiver (US$m) Exclusivity fee Received (on-signing) $1.0 • Exclusive rights to distribute and commercialise Fe
Slide 19: FebriDx® national reimbursement progress
FebriDx® national reimbursement progress Summary of national reimbursement Key takeaways • Medicare / Medicaid: ~25% of payors • Positive reimbursement trends are being observed across multiple regions and care settings • Private insurers: ~75% of payors • At WellStreet Urgent Care, 5 out of 8 natio
Slide 20: WellStreet | Urgent Care use case study
WellStreet | Urgent Care use case study Lumos and WellStreet signed an agreement to deploy FebriDx® at an urgent care site in Atlanta, handling ~50 respiratory- infection patients per day, with the goal of generating operational and reimbursement data. A successful pilot program is intended to under
Slide 21: WellStreet | FebriDx® clinical pathway
WellStreet | FebriDx® clinical pathway Urgent Care is the focus IF BACTERIAL RESULT • If sore throat or exudate present → add Rapid Strep test • Consider antibiotics per clinical judgment STEP 1 STEP 2 IF SEVERE OR ATYPICAL CASE Patient presents with acute PERFORM FEBRIDX® • For hospitalized or resp
Slide 22: Go-to-market strategy
Go-to-market strategy In addition to Urgent Care, Lumos has also established a go-to-market strategy for Primary Care, as well as an extensive marketing campaign to support the commercialisation of FebriDx Market vertical roadmap for Primary Care FebriDx Awareness Campaign • Lumos’ primary care go-t
Slide 23: Summary
Summary ▪1 Lumos FY25 revenue of US$12.4m (up 12% yoy) demonstrates its strong financial performance ─ Our licensing / IP agreements add recurring high-margin revenue ▪2 Lumos has a transformational US$317m (A$487m) distribution deal with PHASE Scientific ▪3 Our first-in-class product, FebriDx® reve
Slide 24: Capital Raising
Capital Raising © Lumos Diagnostics . All rights reserved. 24
Slide 25: Equity raising overview
Equity raising overview Offer • Lumos is undertaking a non-underwritten institutional placement to raise approximately A$20.0 million (before costs) through the issuance of approximately 88.9 million New Securities (as defined below) under the Structure Offeror’s existing placement capacity in accor
Slide 26: Sources and use of funds
Sources and use of funds The proceeds from the capital raising provides balance sheet strength and drives strategic and targeted growth initiatives Sources of funds2 A$m1 US$m • Lumos expects to have pro-forma net cash of approximately A$32.93 Capital raising proceeds3 22.0 15.4 million (US$23.0m1 m
Slide 27: Equity raising timetable
Equity raising timetable Event1 Sydney, Australia time SPP record date 7:00pm (AEDT) on Thursday, 26 March Trading halt Wednesday, 25 March Launch of Placement Thursday, 26 March Trading halt lifted and announcement of completion of Placement Friday, 27 March Settlement of New Shares issued under th
Slide 28: Key Risks
Key Risks
Slide 29: Key risks
Key risks This section discloses some of the key risks attaching to an investment in Lumos. The Company is subject to risks that are specific to the Company and the Company’s business activities, as well as general risks. Before investing or increasing your investment in Lumos, you should consider w
Slide 30: Key risks (continued)
Key risks (continued) Reliance on Distributors The success of Lumos’ Products business relies on its ability to attract, retain, support and motivate distributors. The loss of, or any significant decrease in business from these distributors may negatively impact Lumos’ financial performance. If prod
Slide 31: Key risks (continued)
Key risks (continued) Reimbursement and Coverage Third-party payers, whether U.S. or non-U.S., or governmental or commercial, are developing increasingly sophisticated methods of controlling rising healthcare costs. These include, evaluating the cost- effectiveness and economic impact of using diffe
Slide 32: International Offer Restrictions
International Offer Restrictions © Lumos Diagnostics . All rights reserved. 32
Slide 33: International Offer Restrictions
International Offer Restrictions International Offer Restrictions This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares m
Slide 34: International Offer Restrictions
International Offer Restrictions United Kingdom This document has not been delivered for approval to the Financial Conduct Authority in the United Kingdom and no prospectus (within the meaning of Regulation 21 of The Public Offers and Admissions to Trading Regulations 2024 (“POATRs”)) has been publi
Slide 35: Glossary
Glossary
Slide 36: Glossary
Glossary • ASIC means the Australian Securities and Investments Commission. • IVD means in vitro diagnostics. • ASX means ASX Limited ACN 008 624 691 or the financial market known as the 'Australian Securities • MDSAP means Medical Devise Single Audit Program. Exchange' operated by it, as the contex
Slide 37: www.lumosdiagnostics.com
www.lumosdiagnostics.com © Lumos Diagnostics . All rights reserved. 37
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