Slide 1: Investor Presentation Broker Meets Biotech
Investor Presentation Broker Meets Biotech 31 March 2026
Slide 2: Disclaimer
Disclaimer This presentation, prepared by Orthocell Ltd (“Company”), does not constitute, representations contained in this presentation, and they do not accept any liability or form part of, an offer to sell or the solicitation of an offer to subscribe for or buy whatsoever (including in negligence
Slide 3: Commercialisation of Remplir is on-track
Commercialisation of Remplir is on-track Australian medical technology company with growing international revenue and US market launch of its flagship nerve repair product, Remplir Fully funded US strategy US market share1 to and investing in growth is on-track reach cash breakeven2 is less than 1%
Slide 4: Strategy and Focus
Strategy and Focus
Slide 5: Orthocell three-year vision
Orthocell three-year vision Establish Orthocell as a global regenerative medicine leader through disciplined growth, Business operational excellence and a sustainable product pipeline, achieving ASX 300 inclusion goal Win in the Accelerate growth Scale a global collagen Expand & advance Strategic Am
Slide 6: Focus in FY26
Focus in FY26 Gaining market Strategic Asia Complete UK and EU Recruit specialist access and growing expansion focused on launch planning talent to deepen the customer base high-return markets post-Q2 submission expertise and enable of Remplir in the US for FY27 entry scalable growth Clarity Executi
Slide 7: Continued revenue growth
Continued revenue growth 1 We have maintained constant growth over the last three halves, driven by device sales Total Revenue by Half (A$M) CHGR2 +21% 6.2 5.0 4.2 3.5 2H FY24 1H FY25 2H FY25 1H FY26 Orthocell | Investor Presentation Broker Meets Biotech | March 2026 7 1. Revenue comprises sales rev
Slide 8: US update
Gaining market access US update and growing the customer base of
Slide 9: Nerve repair, made SMRT
Nerve repair, made SMRT Collagen nerve wrap used in the repair of peripheral nerve injuries - reclaiming patients touch, movement and function. Guiding predictable outcomes in peripheral nerve repair Mimics the natural Creates an optimal Easy to handle and Protects the repair epineurium with healing
Slide 10: US Peripheral Nerve Repair Trends
US Peripheral Nerve Repair Trends Suturing is still the most commonly performed procedure and considered to be the “gold standard” technique for peripheral nerve repair Over 700,0001 peripheral nerve repair procedures in the US per year, 90% undertaken using suture only method. Suturing • Technicall
Slide 11: Significant US Market Opportunity
Significant US Market Opportunity Orthocell has commenced commercial distribution into an estimated US$1.6 billion total addressable nerve repair market1 in the US alone Remplir is not seeking to replace a current dominant market incumbent. Devices are only used in ~10% of procedures. Current device
Slide 12: Pathway to US commercial success
Pathway to US commercial success Progress measures are on-track or ahead of target Requirements post FDA approval1 Progress measures2 1. Regulatory & Licensing State licensing to allow clinical use of the product Approved to sell in 453 states 7 direct team members hired Establish sales and support
Slide 13: Financials
Financials Path to breakeven and performance to date
Slide 14: Path to profitability (Cashflow Breakeven)
Path to profitability (Cashflow Breakeven) Breakeven2 is achieved at 5,000–6,000 procedures in the US, requiring ~300-400 active surgeons — a number already accessible through the current VAC pipeline Breakeven Breakeven Profile (1% of market1) <1% U.S. market share required to achieve cash breakeve
Slide 15: US performance since launch
US performance since launch Exceptional early growth since the first sale of Remplir on 26th June 2025 (9 months) US Remplir Hospitals Cumulative by US Remplir Surgeons Cumulative by US Remplir Unit Sales by Quarter Quarter Quarter 521 481 110 - 1201 +263% +380% 84 +273% 21 19 26 6 7 1 1 1 Q4FY25 Q1
Slide 16: AU/NZ Performance since launch
AU/NZ Performance since launch Significant growth achieved since launch, with near 100% YOY growth, 314 surgeons and 224 hospitals Cumulative Unit Sales1 Unit Sales1 1,000 CQGR2 5,500 +40% 900 5,000 4,500 800 4,000 700 3,500 600 3,000 500 2,500 400 2,000 300 1,500 200 1,000 100 500 0 0 FY23 Q2 FY23
Slide 17: Promising New Application in Prostate Cancer Surgery
Promising New Application for in Prostate Cancer Surgery Surgeons are using Remplir in prostate surgery to preserve nerve function and improve functional recovery. Potential significant expansion of the Total Addressable Market. Initial patient data expected 1H CY26. • Australian urologists are usin
Slide 18: Investing in growth
Investing in growth US focus and expanding manufacturing capacity
Slide 19: Focussed activities through to December 2026
Focussed activities through to December 2026 People Driving near-term revenue growth through disciplined execution, enabled by a team with proven track record John Walker Phil Edmondson Kevin Leach Sales Medical Education Marketing • On-board Regional Sales Director roles and Clinical Affairs • Buil
Slide 20: Manufacturing expansion – stage 1
Manufacturing expansion – stage 1 Manufacturing Planned capacity upgrades are in place to deliver the volumes estimated and reduce the cost of sale Stage 1 expansion Secure and reliable capital approved supply chain • $5–5.5M investment to expand the • Manufacturing upgrades will office footprint, i
Slide 21: Investment highlights
Investment highlights Best-in-class platform Product margins Growing International Remplir US Strategy With $49.4M2 total for Bone, Nerve and retained in-house Revenues Targeting is on-track cash reserves and a Tendon repair approved Manufacturing facility Large Under Market access activities streng
Slide 22: Achievements and upcoming catalysts
Achievements Nerve repair, made SMRT and upcoming catalysts1 US first surgical use Achieved US first sales Achieved Appoint further US sales team members Achieved Appoint first and second distributors in CAN Achieved Appoint exclusive distributor in HKG Achieved HK first surgical use Achieved EU+UK
Slide 23: Thank you for attending
yz ortho“ I Thank you for attending
Slide 24: The Board of Directors of Orthocell Limited
Authorised for release by The Board of Directors of Orthocell Limited P: +61 8 9360 2888 E: paul.anderson@orthocell.com orthocell.com