Epiminder Ltd. · ASX:EPI
Epiminder — Shareholder Meeting (October 2026)
30 slides from Epiminder's shareholder meeting presentation, Oct 30, 2026
Slide 1: FY27 YTD operational update and AGM materials
FY27 YTD operational update and AGM materials YTD FY27 Highlights: For personal use only DETECT reached 75 patient enrolments in September 2026, continuing strong enrolment momentum across leading US epilepsy centres. 100th patient was enrolled in DETECT on 15th October 2026, ahead of the Compan
Slide 2: About Epiminder and DETECT
The Company continues to invest in the design of the next generation Minder device with the manufacture of ~200 next generation devices completed and being used for detailed testing required for an implantable medical device. In addition the G1 software is feature complete for the 510k predicate wit
Slide 3: About DETECT (continued)
continuous EEG monitoring by the Minder® device is superior to using standard of care in identifying clinically actionable events in patients with drug-resistant epilepsy. The study aims to enroll and implant the Minder® device in 210 patients in the US by end of 1H CY2027 through up to 25 leading m
Slide 4: Chair's Address
Chair’s Address I will now turn to my address and reflect on the Company’s progress over the past year. For personal use only Our $125 million IPO and listing on the ASX in December 2025 marked an important new chapter for Epiminder. It provided the capital to accelerate our strategy and progress the
Slide 5: Chair's Address (continued)
an FDA-approved long-term implantable EEG monitoring system a growing network of leading US epilepsy centres increasing clinical experience with Minder progress towards broader reimbursement For personal use only and a clear pathway towards broader commercialisation. There remains consider
Slide 6: FY26 Annual General Meeting
al use only FY26 Annual General Meeting Investor Presentation Epiminder Limited (ASX:EPI) 30 Oct 2026
Slide 7: Disclaimer
DISCLAIMER This disclaimer applies to this presentation and the information contained in it (the “Presentation”). are beyond Epiminder’s control, and there is a risk that such predictions, forecasts, projections and other forward-looking statements will not be achieved. Actual results may be materia
Slide 8: An Experienced Leadership Team
ABOUT EPIMINDER AN EXPERIENCED LEADERSHIP TEAM al use only Dr Rohan Hoare Mark McLellan Dr John Heasman Prof Mark Cook, AO Chief Executive Officer CFO and Company Secretary Chief Operating Officer Chief Medical Officer PhD in Physics (Harvard). 25+ years in 30+ years in finance, including CFO roles
Slide 9: About Epiminder
ABOUT EPIMINDER A differentiated medtech opportunity addressing a major unmet need in drug-resistant epilepsy Epiminder is developing a new standard in long-term brain monitoring al use only for people living with drug-resistant epilepsy. The Company's FDA-authorised Minder® System is designed for
Slide 10: al use only
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Slide 11: Investment Highlights
INVESTMENT HIGHLIGHTS Targeting a major unmet need in drug-resistant epilepsy Large underserved market Reimbursement pathway progressing ~1.1 million1 US adults have drug-resistant epilepsy Coding & Medicare payment established; DETECT al use only and lack reliable long-term seizure monitoring study
Slide 12: FY26 and FY27 YTD Highlights
INVESTMENT HIGHLIGHTS FY26 and FY27YTD HIGHLIGHTS al use only 01 02 03 04 DETECT momentum Next-generation Minder Reimbursement progress Strong financial position >50% enrolled ~200 devices manufactured 2026 Medicare payment to A$65.1m cash and in testing hospital US$27,700 (at 30 Sept 26) 100 Softwa
Slide 13: Market Need and Opportunity
al use only MARKET NEED AND OPPORTUNITY
Slide 14: Market Opportunity
MARKET OPPORTUNITY Target Market An initial revenue opportunity of up to US$1.1 billion annually1 al use only US Epilepsy Market 3.4m People with epilepsy in the US 1.1M ~25,000-45,000 inconclusive EMU US adults with (epilepsy monitoring unit) patient drug-resistant epilepsy assessments each year ×
Slide 15: Current monitoring methods provide an incomplete picture
MARKET OPPORTUNITY Current monitoring methods provide an incomplete picture Patient diaries remain the only current option for long-term monitoring, but they are highly inaccurate : (1) Seizures are often missed al use only Reported events and Seizures may be random, infrequent or electrographic sei
Slide 16: Our Solution
OUR SOLUTION Long-term EEG data to support better treatment decisions Capture missed Generate objective 1 2 events long-term data al use only FDA cleared Records seizure activity Provides continuous For adults aged 18–75 that short-term EEG data over months with drug-resistant monitoring may not and
Slide 17: About Minder: An integrated system for long-term EEG monitoring
ABOUT MINDER ® An integrated system for long-term EEG monitoring al use only Implant Wearable App Cloud Sub-scalp electrode and Powers the implant, Transfers EEG data Enables healthcare telemetry unit receives EEG data from securely to the cloud and professionals to access continuously record and th
Slide 18: Clinical Evidence
CLINICAL EVIDENCE Minder has demonstrated actionable clinical insight UMPIRE clinical study(1) Clinician feedback al use only The [Minder] device will transform epilepsy. ~88% – Epileptologist, Stanford of patients received meaningful and actionable clinical insight Absolutely this could be useful f
Slide 19: Clinical Validation and Commercialisation
al use only CLINICAL VALIDATION AND COMMERCIALISATION
Slide 20: DETECT Study
DETECT STUDY Building the evidence base for reimbursement and commercial adoption Study Design Purpose al use only Prospective, randomised, controlled, blinded, Designed to demonstrate the cost- Type effectiveness and clinical value of Minder in multi-centre US clinical practice to support payer Sit
Slide 21: DETECT Study: Enrolment more than halfway done
DETECT STUDY Enrolment more than halfway done 23 Sites 210 al use only Achieved Forecast 150 x3 125 100 75 50 25 + 14 more 1 3 People live with Jan Feb Mayglobally Mid July epilepsy Sep 26 Oct 26 Forecast May Mid-Q3 CY26 Sep 26 Nov 26 Dec26 H1 CY2027
Slide 22: DETECT Study Sites across the US
DETECT STUDY S t u d y S i t e s a c r o s s t h e U S , ~ 8 % o f U S C E C (1) Participating Sites 1. University of Pennsylvania 2. Beth Israel Deaconess Medical Centre 3. Duke University al use only 21 4. Nicklaus Children's Hospital 5. Mayo Clinic – Arizona 6. Mayo Clinic – Jacksonville 7. Mayo
Slide 23: Reimbursement Update
REIMBURSEMENT UPDATE Preliminary CY2027 Medicare reimbursement increase supports target US pricing 35 Favourable direction in US 31.6 TBD - Nov al use only hospital reimbursement 30 27.7 Supports targeted Minder 25 22.5 System pricing 20 CY2027 Final Rule expected 15 in November 2026 10 Potential ad
Slide 24: Next-Generation Device
NEXT-GENERATION DEVICE On track for H1 CY2027 design completion Approximately 200 next generation devices have now KEY IMPROVEMENTS been manufactured for: al use only Biocompatibility testing Slimmer telemetry unit to Functional testing support easier implantation Software feature complete for 5
Slide 25: Data, AI, Forecasting
DATA, AI, FORECASTING Growing Long term EEG datasets key to future AI and analytics Longest continuous EEG al use only dataset Growing volume of longitudinal patient data Algorithmic and AI tools in development Potential future applications in seizure forecasting Potential opportunities to monetise
Slide 26: Commercialisation Pathway
COMMERCIALISATION PATHWAY Epiminder intends to undertake a phased commercial rollout through leading US epilepsy centres ahead of a broader commercial launch expected in H1 CY2028 al use only 01 02 03 04 05 Next-Gen Early Proof Payer & Commercial DETECT Study Device Points Physician Launch Complete
Slide 27: Early Commercial Opportunities
CHIP Early Commercial Opportunities Pharmaceutical Trials/Research Active • Engage in with Pharmaceutical companies on companion monitoring of novel drug targets al use only Veterans Health Administration Active Active Exploring Active • Engage with with VA Epilepsy Center of Excellence (ECE) networ
Slide 28: Financial Position
FINANCIAL POSITION Funded to execute key value-driving milestones A$89.5M – ~A$14M Cash Outflow Funded well into CY2028 al use only 2H FY26 $14m A$75.8M – A$10.6M Q1 FY27 $10.6m A$65.1M A$34-37M A$65.1m cash at 30 Sept 2026, with no borrowings Next Gen ~$11M No change in FY27 cash outflow post Q1 Em
Slide 29: Corporate Outlook
CORPRATE OUTLOOK Clear milestones over the next 18 months 01 02 03 04 al use only DETECT Study Next-generation Minder Commercial Readiness Financial Outlook Complete enrolment of Complete device Progress early revenue Expected FY27 cash outflow 210 patients by H1 development in H1 CY2027 opp
Slide 30: Contact
CONTACT al use only COM PANY INVESTOR RELATIONS Gabriella Hold investors@epiminder.com The Capital Network gaby@thecapitalnetwork.com.au (+ 61 2) 7257 7338