Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Investor Presentation (July 2026)
40 slides from Lumos Diagnostics's investor presentation, Jul 27, 2026
Slide 1: ASX Announcement: Lumos Investor Presentation
ASX ANNOUNCEMENT Lumos Investor Presentation Information Sessions and Webinar Reminder For personal use only MELBOURNE, Australia (27 July 2026) – Lumos Diagnostics Holdings Ltd (ASX:LDX, “Lumos” or the “Company”) a leader in rapid, point-of-care diagnostic technologies, is pleased to release a copy
Slide 2: Investor briefing sessions and company information
Melbourne Wednesday, 29 July 2026, 3.15pm arrival for 3.30pm-4.30pm William Buck, Level 20, 181 William Street, Melbourne. RSVP: ir@lumosdiagnostics.com - (specify Melbourne session) Sydney Monday 3 August 2026, 3.00pm arrival for 3:15pm-4.15pm Workspace 365 – Ruby Tuesday room Level 11, 66 Clarence
Slide 3: Investor and company contact details
George Kopsiaftis IR Specialist, IR Department ir@lumosdiagnostics.com +61 409 392 687 Company Registered Office: Lumos Diagnostics Holdings Ltd Suite 2, Level 11 385 Bourke Street Melbourne VIC 3000 info@lumosdiagnostics.com +61 3 9087 1598 For personal use only
Slide 4: Lumos Diagnostics Investor Presentation July 2026
For personal use only Lumos Diagnostics Holdings Limited Investor Presentation 27 July 2026 lumosdiagnostics.com 1
Slide 5: Disclaimer and Important Information
Disclaimer and Important Information This presentation (Presentation) has been prepared solely for informational purposes by Lumos Diagnostics Holdings Limited representation, as to the past, present or the future. Past performance is not necessarily a guide to future likelihood of (Company). achiev
Slide 6: Improving the practice of medicine
For personal use only Lumos develops, manufactures and distributes innovative diagnostic products – delivering actionable information, in real time, at the point-of-care. Improving the practice of medicine. © Lumos Diagnostics , all rights reserved 3
Slide 7: Continuing to Deliver
Continuing to Deliver For personal use only First in Class Product FebriDx® Major U.S. > US$1.0 Billion p.a. TAM for FebriDx Transformational US$317M (A$487M) Breakthrough Achieved • CLIA waiver unlocks >80M ARI patient interactions Distribution Deal • US FDA CLIA waiver clearance granted on 27 Marc
Slide 8: Company Snapshot
Company Snapshot Issued Capital Share Price & Volume For personal use only Shares 944.4m 0.35 70 0.30 60 Options - Investors 86.8m 0.25 50 Share Price ($) Options & Performance Rights - Employees 82.0m Volume (M) 0.20 40 Market Capitalization (AUD) 0.15 30 0.10 20 Share price1 A$0.11 0.05 10 Market
Slide 9: Financials Summary – Quarterly
Financials Summary – Quarterly (Quarterly, US$ in thousands) Revenue ($’000) Revenue Mix Net Cash Generation ($’000)* For personal use only 100% $1,535 $4,822 80% $154 $3,363 60% $2,625 $2,757 $2,250 40% 20% -$1,465 -$1,979 0% Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 -$3
Slide 10: FebriDx Updates
For personal use only FebriDx Updates Investor News, Sales Events, Operations, Key Indicators, Paediatric Study, Marketing Plan
Slide 11: FebriDx Investor News May - July 2026
FebriDx® Investor News — May - July 2026 20 shareholder EDM updates across 15 key dates — FebriDx® commercialization, reimbursement, and market expansion For personal use only Jul 21 May 7 Commercial Traction May 18 Jun 2 Jun 11 Jun 18 Jun 28 Advancing Across Lumos Receives 100+ Locations and FebriD
Slide 12: FebriDx Q2 CY2026 key sales events
FebriDx Q2 CY2026 — key sales events ® Lumos, Phase Scientific, AcuityMD, and PRO-spectus working in concert For personal use only Dr. Brian Bobb, Senior American College Henry Schein Urgent Senior Medical Officer, McKesson National Health Association Annual Association of Urgent Care Officer, speak
Slide 13: Facility expansion will underpin demand fulfillment at scale
Facility expansion will underpin demand fulfillment at scale Facility build-out on track for November 2026 completion to support market demand and drive revenue growth For personal use only Scale-up overview Facility • Consolidation to a single 37k sq ft facility on-track for November 2026 o ready f
Slide 14: Commercial leading indicators dashboard
Commercial leading indicators dashboard For personal use only >170 sites >90% payment coverage @ >$41.48 Live sites Claim coverage and reimbursement value (Standardized Adoption) Expected slower ramp at low ARI season Expected less coverage and value at launch 680k – 935k 24 Estimated number of ARI
Slide 15: FebriDx Paediatric Study Update
FebriDx® Paediatric FebriDx Paediatric StudyStudy UpdateUpdate For personal use only 2–12 yrs 20% Increase 250+ US$2.6M Paediatric age group under study Total Available Market Expansion Patients enrolled (target ~500) Funding received so far Study progress & milestones Regulatory foundation Market e
Slide 16: Our Marketing Partner for FebriDx
Our Marketing Partner for FebriDx® CG Life is a purpose-built extension of the Lumos marketing team, experienced For personal use only in the diagnostic space and ready to bring FebriDx® to the forefront of patient care. A 175+ person team of scientists, artists, marketers, and communicators on a mi
Slide 17: FY27 Priorities
For personal use only FY27 Priorities
Slide 18: Estimated US flu illnesses by month
Estimated US flu illnesses - by month US flu season starts ramping up in November and runs from moderate-high through to end of March For personal use only Source: CDC, Flu Season (flu activity usually peaks between December and February); CDC, Influenza Activity in the United States during the 2024
Slide 19: Go-to-market plan: phased and focused
Go-to-market plan: phased and focused Phase 1 Phase 2 Phase 3 For personal use only July – September October – December January – July 2027 Discovery, Visibility, & Targeting Respiratory Surge Expansion & Demand • Foundation documents: positioning, • Solidify and build off of shared strategic • Perf
Slide 20: Key Priorities
Key Priorities For personal use only Drive sales & marketing Continue implementation Progress FebriDx paediatric Deliver on Hologic fFN Continue exploration of plan to increase market of agreement with PHASE study – fully funded with development milestones - adjacent and other awareness, expand clin
Slide 21: FebriDx Opportunity
For personal use only FebriDx® Opportunity Novel proprietary point-of-care test for distinguishing between bacterial versus non-bacterial symptoms
Slide 22: The respiratory infection testing problem
The respiratory infection testing problem Similar symptoms make it difficult to distinguish viral from bacterial infections, leading to precautionary antibiotic overprescription by doctors. For personal use only The respiratory infection testing problem… Antibiotics are being overprescribed in the U
Slide 23: Our solution: FebriDx, a simple microbial infection test
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 For personal use only What is FebriDx®? What has it achieved?2 F
Slide 24: FebriDx IP
FebriDx® IP Our FebriDx® licensing / IP agreements add recurring high-margin revenue For personal use only 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 biomark
Slide 25: CLIA waiver label expands our commercialisation options
CLIA waiver label 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® For personal use only US market opportunities in acute r
Slide 26: Commercial Strategy and Traction
For personal use only Commercial Strategy and Traction Push + Pull + Prove Framework | Tier 1 Urgent Care Account Focus | Leading Indicators
Slide 27: Partner ecosystem accelerates commercial adoption
Partner ecosystem accelerates commercial adoption Lumos, Phase Scientific, AcuityMD, and PRO-spectus working in concert For personal use only Lumos Diagnostics Product Owner & Manufacturer PHASE Scientific Exclusive 6-Year U.S. Distributor Product manufacturing & quality control National exclusive d
Slide 28: FebriDx - Three pillars of commercial adoption
FebriDx® - Three pillars of commercial adoption All three pillars validated and in place; commercial readiness confirmed For personal use only #1 Clinical Benefit #2 Economic Benefit #3 Operational Efficiency Only POC test distinguishing bacterial vs. non- Reimbursed via PLA code 0442U at $41.38/tes
Slide 29: FebriDx US commercialization strategy
FebriDx® US commercialization strategy Push + Pull + Prove: focused resources, targeted demand creation, disciplined measurement For personal use only Push Pull Prove Focus Sales Resources Create Awareness & Demand Measure & Adjust Fast Account teams on Tier 1 and 2 high-value urgent Pull-through da
Slide 30: Market concentration matters
Market concentration matters Top 100 operators control 40% of urgent care sites For personal use only Source: Journal of Urgent Care Medicine, 1 April 2025 27 © Lumos Diagnostics Holdings Limited | Investor Webinar — June 2026
Slide 31: Top Urgent Care Groups
Top 50 Urgent Care Groups — Tier 1 Ranked by total U.S. sites | Source: Journal of Urgent Care Medicine 2025 | Hospital affiliation count shown in teal where applicable Hosp. Hosp. # Corporate Entity Sites HQ City / State # Corporate Entity Sites HQ City / State Aff. Aff. 1 American Family Care 403
Slide 32: FebriDx US Focus: Standardized Adoption
FebriDx® US Focus: Standardized Adoption PIPELINE FUNNEL STAGE DEFINITIONS For personal use only Qualified Opportunities Priority accounts identified and engaged based on patient volume, payer mix, strategic Qualified Opportunities fit and network scale. Clinical & Economic Validation Evaluation Pha
Slide 33: FebriDx US Focus: Account Strategy
FebriDx® US Focus: Account Strategy PIPELINE FUNNEL PRIORITY FOCUS: TOP 100 URGENT CARE GROUPS For personal use only Urgent Care Ownership Groups – 400 Qualified Opportunities • Health system affiliated - 58% • PE-backed – 29% • Independent – 13% • Total Urgent Care Sites – 14,442 Evaluation Phase:
Slide 34: FebriDx US Focus: Commercial Status
FebriDx® US Focus: Commercial Status PIPELINE FUNNEL For personal use only COMMERCIAL PROGRESS Qualified Opportunities Evaluation Phase: Key Highlights • 350+ sites currently undergoing clinical and economic validation Evaluation Phase: Clinical & Economic Validation • Includes accounts in Top 10, T
Slide 35: Top Case Study: another urgent care group progressing
Top 100 Case Study: another urgent care group progressing Validation underway across a second regional health system — supporting potential pathway to broader network adoption For personal use only Top 100 Urgent Care (>25 sites) Urgent Care Sites • One of the southeast’s largest not-for-profit, int
Slide 36: Reimbursement is working
Reimbursement is working PLA code 0442U is performing above benchmark - reimbursement traction validated in the field For personal use only >90% payment coverage >90% @ >$41.48 Claims Paid Medicare Benchmark Paid claim rate on submitted FebriDx tests PLA code 0442U (CMS 2025 clinical lab fee schedul
Slide 37: Commercial Services Division
For personal use only Commercial Services Division
Slide 38: How we add value to partners
How we add value to partners We work with partners through the whole diagnostic product development cycle, then provide support once their products are in market. For personal use only Customer launch and support Manufacture Clinical studies Verification and validation of requirements Conduct feasib
Slide 39: Commercial Services - Partnership Examples
Commercial Services - Partnership Examples Hologic – Fetal Fibronectin (fFN) Aptatek – PKU in-home monitoring Micro-Pak – Mold Analyzer System For personal use only • fFN is a biomarker indicating a heightened risk • PKU affects 1 in 12,000 newborns, leading to • Mold Analyzer System enables rapid o
Slide 40: Thank You
For personal use only Thank You Lumos Diagnostics Holdings Limited | ASX: LDX ir@lumosdiagnostics.com · lumosdiagnostics.com This presentation contains forward-looking statements. Past performance is not necessarily indicative of future results. lumosdiagnostics.com
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