Oncosil Medical Ltd · ASX:OSL
Oncosil Medical — Investor Presentation (July 2026)
26 slides from Oncosil Medical's investor presentation, Jul 15, 2026
Slide 1: Investor Presentation
For personal use only Investor Presentation 15 July 2026 ASX Code: OSL
Slide 2: Corporate Summary
Corporate Summary Focus Directors / Management For personal use only A Class III medical device company focused on localised Dr Thomas Duthy Non-Executive Chairman treatments for patients with unresectable locally advanced pancreatic cancer (LAPC) and more recently distal Nigel Lange CEO & Managing
Slide 3: Executive Summary
Executive Summary • OncoSil Medical is commercialising the OncoSil device, an implanted device (brachytherapy) delivering targeted radiation (32P) to pancreatic tumours For personal use only • OncoSil device is now approved for sale in over 34 countries via CE Mark Commercialising • Commercial ramp-
Slide 4: Executive Summary (cont.)
Executive Summary (cont.) For personal use only • Patient recruitment completed for PANCOSIL study and preliminary data presented at CIRSE 2025 Congress (a groundbreaking delivery method for OncoSil device) • TRIPP-FFX trial (to expand OncoSil device label with additional chemotherapy combination) m
Slide 5: OncoSil Device
OncoSil Device Driving increased resection rates, downstaging, survival benefits and quality of life For personal use only OncoSil is intended for the treatment of OncoSil is currently implanted Percutaneous delivery is transformational locally advanced unresectable pancreatic directly into a pancre
Slide 6: Pancreatic Cancer Treatment Has Seen Limited Guideline Evolution
Pancreatic Cancer Treatment Has Seen Limited Guideline Evolution Reinforcing the significant unmet need for new therapeutic approaches For personal use only Disease Progression Disease Progression First-Line (Initial Therapy) LAPC Second-Line LAPC Best Supportive Care Gemcitabine + nab-paclitaxel Ge
Slide 7: Expanding Commercial Footprint Across Key European Markets
Expanding Commercial Footprint Across Key European Markets Growing number of active implanting centres to drive revenue momentum • 2 hospitals already opened before G-BA trial For personal use only • 40 new hospitals expected to start by 1H CY27 • Expecting to commence G-BA trial in 2H CY26 Germany
Slide 8: G-BA Funded Study
For personal use only G-BA Funded Study German Federal Government Funded Expected to be announced 1H FY27 ~$47 million in est. value accretion
Slide 9: Germany: Capital-Efficient Phase III with Commercial Momentum
Germany: Capital-Efficient Phase III with Commercial Momentum System-funded clinical evidence generation alongside ongoing commercial use For personal use only Population ~ 84 million Pancreatic Cancer 22,587 Incidence p.a.1 Locally Advanced 6,776 Pancreatic Cancer p.a. Market Opportunity p.a. $264
Slide 10: G-BA Market Opportunity
G-BA Market Opportunity 4,400 For personal use only Est. LAPC patients within G-BA Centres (n=40) 280 Est. LAPC patients to be recruited into G-BA Trial1 4,120 Est. pool of patients potentially able to receive OncoSil outside of trial within G-BA sites (eligible for reimbursement2) $168 million (ann
Slide 11: How the G-BA Initiative Accretes Significant Value in OncoSil
How the G-BA Initiative Accretes Significant Value in OncoSil For personal use only $5.6 million Additional Actual + Potential Intangible Benefits Direct Sales Revenue Over Trial Period1 • Level 1 evidence trial (gold standard for regulators/clinicians) • Positive data provides National Reimbursemen
Slide 12: Clinical Trials
For personal use only Clinical Trials Two substantive studies reported both meeting primary endpoints Total investment (ex COGS) - $8.1 million Two major regulatory changes to approved label in FY27
Slide 13: Expanded Label to Facilitate Percutaneous Administration
Expanded Label to Facilitate Percutaneous Administration Expanding Physician Access and Improving Procedural Economics Preliminary results from the PANCOSIL Investigator Initiated Study, presented at the CIRSE 2025, For personal use only demonstrate that CT-guided percutaneous administration of Onco
Slide 14: M&A Activity in the Interventional Radiology Space
M&A Activity in the Interventional Radiology Space Significant M&A Activity in IR/Interventional Oncology since 2018 For personal use only Acquirer Alicon (China) Target [Embolic Bead Business] 14
Slide 15: TRIPP-FFX: Positive Phase II Results Support FOLFIRINOX Label Expansion
TRIPP-FFX: Positive Phase II Results Support FOLFIRINOX Label Expansion Preliminary results from the TRIPP-FFX Trial, presented at the ESMO GI 2026, demonstrated that the study met both co-primary endpoints, For personal use only supporting the use of OncoSil alongside standard-of-care FOLFIRINOX ch
Slide 16: TRIPP-FFX: Positive Phase II Results Support FOLFIRINOX Label Expansion
TRIPP-FFX: Positive Phase II Results Support FOLFIRINOX Label Expansion For personal use only FOLFIRINOX OncoSil device + FOLFIRINOX ITT (n=43) PP (n=41) ITT (n=45) PP (n=40) LDCR at 16 weeks * 86.0% 85.4% 82.2% 85.0% (95% CI) (72.1–94.7) (70.8–94.4) (67.9–92.0) (70.2–94.3) Best Overall Response * P
Slide 17: PALACROS Participation and PULSE Trial Investment Rationale
PALACROS Participation and PULSE Trial Investment Rationale Clinical trial insights supporting strategic investment decisions What the PULSE Study Is For personal use only • Study Purpose and Consortium: PULSE is a Phase II trial evaluating the OncoSil device within the PALACROS European academic co
Slide 18: US FDA Approval
For personal use only US FDA Approval Humanitarian Device Approval (HDE) expected in August 2026 dCCA a rare, largely untreatable cancer with poor survival
Slide 19: Distal Cholangiocarcinoma (dCCA)
Distal Cholangiocarcinoma (dCCA) Patients with dCCA have a poor prognosis with limited treatment options and survival For personal use only • dCCA develops as a cancerous tumour in the common bile duct within the head of the pancreas. • Clinical symptoms of the disease are not evident until the tumo
Slide 20: HDE: Accelerating US Market Access for OncoSil in dCCA
HDE: Accelerating US Market Access for OncoSil in dCCA What is HDE Pathway? Why HDE is Relevant for OncoSil in dCCA • Designed for medical devices Strategic Benefit for OncoSil Medical For personal use only targeting rare diseases • dCCA is a rare and highly affecting fewer than 8,000 • Reduced clin
Slide 21: OncoSil Advances to Final Administrative Stage Before Potential FDA HDE Approval
OncoSil Advances to Final Administrative Stage Before Potential FDA HDE Approval For personal use only Major Regulatory Milestone Achieved • On 3 June 2026, the FDA confirmed that all previously raised questions have been satisfactorily addressed. • Completion of the substantive review process repre
Slide 22: Manufacturing
For personal use only Manufacturing Investment largely complete Strong economics <5% capital intensity Supports potential sales of ~$100 million at full capacity
Slide 23: Technology & Innovation
Technology & Innovation Macquarie Cyclotek site Key Milestones For personal use only • Established a dedicated Australian manufacturing capability at Macquarie Park through a strategic partnership with Cyclotek. • Successfully completed three manufacturing validation cycles with Cyclotek, producing
Slide 24: Outlook
For personal use only Outlook
Slide 25: Upcoming Milestones in FY27
Upcoming Milestones in FY27 1H FY27 2H FY27 For personal use only • OncoSil device US label filing to FDA (HDE) • EU regulatory approval – percutaneous label change (PANCOSIL) • Presentation of TRIPP-FFX Clinical Trial Results at ESMO GI Congress • EU regulatory approval – FOLFIRINOX label change (T
Slide 26: Learn more about OncoSil Medical
For personal use only Learn more about OncoSil Medical: • Website • ASX announcements • LinkedIn This announcement was authorised by the Board of Directors of OncoSil Medical Limited.