Orthocell Ltd · ASX:OCC
Orthocell — Shareholder Meeting (November 2026)
30 slides from Orthocell's shareholder meeting presentation, Nov 6, 2026
Slide 1: Annual General Meeting Address by Chair and Managing Director
ASX Announcement For personal use only Annual General Meeting Address by Chair and Managing Director Perth, Australia; 6 November 2026: Regenerative medicine company Orthocell Limited (ASX: OCC, “Orthocell” or “the Company”) is pleased to provide copies of the addresses to be delivered by the Chair
Slide 2: About Orthocell Limited
About Orthocell Limited ACN 118 897 135 Registered Office – Level 2, 161 Campus Drive, Murdoch University, Murdoch WA 6150 Australia For personal use only Orthocell is a regenerative medicine company focused on regenerating mobility for patients by developing products for the repair of a variety of
Slide 3: From the Chair
From the Chair For personal use only John Van Der Wielen Before reviewing the Company's performance, I would like to acknowledge the recent Orthocell share price performance. I recognise that many shareholders have been disappointed by the market's response despite the significant progress the Compa
Slide 4: From the Chair (continued)
own the value chain, we do not pay royalties and we have the manufacturing capacity to deliver the planned growth in the US and other markets. For personal use only While adoption within major healthcare systems rarely follows a straight line, the commercial foundations we have established over the
Slide 5: Paul Anderson, Orthocell MD and CEO
rsonal use only AGM Presentation Paul Anderson Orthocell MD and CEO
Slide 6: Disclaimer
Disclaimer rsonal use only 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 (includi
Slide 7: Orthocell at a Glance
Orthocell at a Glance Australian medical technology company with growing international revenue driven by the commercialisation of its flagship nerve repair product, Remplir , in the ~US$2 billion U.S. market1. rsonal use only Fully funded and Remplir U.S. strategy US$3.5 billion1 global investing in
Slide 8: Company Strategy
Company Strategy Disciplined growth on four commercial fronts, backed by the capability to execute — the path to a global regenerative medicine leader and ASX 300 inclusion. rsonal use only Establish Orthocell as a global regenerative medicine leader through disciplined growth, Business operational
Slide 9: Strategic Focus
Strategic Focus Remplir’s US distribution network now spans 20+ states and roughly 72% of the population, while UK/EU market access steadily advances. rsonal use only Win in the Continue growth Build global Advance the Strategic Americas in ANZ and Asia footprint product pipeline focus • Built dedic
Slide 10: The Lassonde Curve | Market Valuation Lifecycle
The Lassonde Curve | Market Valuation Lifecycle 18 months post-FDA clearance, OCC is entering the inflection point of its US growth curve — with the commercial platform established and FY27 revenue growth ahead. rsonal use only Orthocell Breakeven1 Penetration of the ~US$2bn U.S. nerve HIGH repair m
Slide 11: Remplir: Nerve repair, made SMRT
a ™ i >Remplir ® =: Cc Nerve repair, made SMRT <>» Elastic and he / conformable = Supports ; . — nerve glide Engineered with Orthocell’s proprietary SMRT™ technology to mimic human epineurium. > Fully N resorbs Fm ortho:Cell Remplir creates an optimal healing environment to support consistent axonal
Slide 12: Remplir Compelling Clinical Results
Remplir Compelling Clinical Results 90% success rate in the Remplir nerve repair real world study (RWE), supporting continued US roll out and EU and UK launch. Further preclinical and clinical studies underway: nerve-sparing radical prostatectomy, Remplir with rsonal use only allografts, nerve cappi
Slide 13: Remplir AU/NZ Performance Since Launch
1 Remplir AU/NZ Performance Since Launch Significant growth achieved since launch, with 379 surgeons and 258 hospitals3. rsonal use only Unit Sales1 Cumulative Unit Sales1 1,200 9,000 1,100 8,000 1,000 7,000 900 800 6,000 CQGR2 700 +33% 5,000 600 4,000 500 400 3,000 300 2,000 200 1,000 100 0 0 FY23
Slide 14: Authorisation for Sale
Authorisation for Sale Remplir is approved and revenue generating in seven markets, with the U.S. as the Company's focus as the world's largest market and UK and EU revenue targeted in CY27. rsonal use only Revenue Regulatory Regulatory Revenue Generating Market Evaluation Submission Authorisation G
Slide 15: Remplir Prostatectomy Case Series
Remplir Prostatectomy Case Series Adoption in Australian prostatectomy procedures is gathering momentum, with more than 300 procedures now completed and multiple surgeons routinely using the product. rsonal use only Initial Remplir prostatectomy case series shows excellent early functional recovery
Slide 16: U.S. Remplir
rsonal use only U.S. Remplir Adam Wood Chief Commercial Officer
Slide 17: Positive Early Momentum in FY27 for U.S. Remplir
Positive Early Momentum in FY27 for U.S. Remplir 92 Remplir units sold in October 2026 generated AU$279,000 in revenue, an 84% uplift on the Q1 FY27 monthly average of 50 units. Expanding market access, distributors and education events are accelerating growth. rsonal use only U.S. Remplir Unit Sale
Slide 18: U.S. Hospital and Surgeon Adoption Is Growing
U.S. Hospital and Surgeon Adoption Is Growing Hospital approvals and surgeon adoption continue to grow, supported by distributor expansion, medical education and increased product awareness. Unit sales are benefiting from new customers and increased repeat use by established surgeons. rsonal use onl
Slide 19: Key U.S. Activities in FY27 to Date
Key U.S. Activities in FY27 to Date Our focussed in-market activities including September’s major conference have contributed to strong sales to date and continue to build foundation for our future growth trajectory. rsonal use only Sales Medical Education Marketing Expand, Educate, Execute Clinical
Slide 20: U.S. Remplir Commercialisation Performance
U.S. Remplir Commercialisation Performance As of October, lead indicators of surgeons, hospitals and distributor coverage are all tracking ahead of expectations. rsonal use only We are here FY26 Q1 OCT NOV Q2 Q3 FY27 • 14 new surgeons in October contributing 46% of unit sales. Cumulative Surgeons 10
Slide 21: The Four Major U.S. States Are Now Covered
The Four Major U.S. States Are Now Covered With a combined population of ~114m, Orthocell has established coverage across four strategically important U.S. markets, providing a strong platform for future growth. rsonal use only Florida Recent Activity: Strong surgeon adoption with multiple Californi
Slide 22: 2026 ASSH Annual Conference Innovation Forum Surgeon Presentations
2026 American Society for Surgery of the Hand Annual Conference - Innovation Forum Surgeon Presentations rsonal use only “All you have is this thin epineurial-looking layer, which is quite beautiful.” Optimal healing Dr David Brogan (Washington University), describing histology at 17 weeks environme
Slide 23: Cash Management and Manufacturing
rsonal use only Cash Management and Manufacturing Jim Piper Chief Financial Officer
Slide 24: Quarterly Cash Flow Summary
Quarterly Cash Flow Summary Sustainable cash reserves are in place to fund the commercialisation of Remplir and support the business to profitability, with no additional funding anticipated. rsonal use only AUD $M 2Q FY26 3Q FY26 4Q FY26 1Q FY27 Receipts from customers 1.2 1.6 2.5 2.6 • $39.0 millio
Slide 25: Investing to Meet Future Growth
Investing to Meet Future Growth Upgrading facility to lift collagen device capacity to ~500,000 units per year, with construction starting H2 CY26 and completion scheduled for late CY2027. rsonal use only Key Investments Key Outcomes Lab Expansion Secure and reliable supply chain • Investment to exp
Slide 26: Pipeline Update
rsonal use only Update Pipeline
Slide 27: Collagen Medical Device Pipeline
Collagen Medical Device Pipeline Extending our collagen platform into tendon and ligament repair: SmrtWrap US regulatory study starts 1H CY27, with SmrtRope product testing progressing through FY27. rsonal use only SmrtWrap TM SmrtRope TM Tendon Repair Ligament Repair Collagen wrap for prevention of
Slide 28: Marine Biomedical
Marine Biomedical Marine Biomedical has received U.S. FDA 510(k) clearance for PearlBone , its innovative marine-derived bone graft substitute developed from sustainably sourced pearl shell rsonal use only • FDA clearance enables PearlBone to be marketed in the United States for its cleared indicati
Slide 29: Closing highlights
Closing highlights rsonal use only Best-in-class platform Product margins Growing international Remplir U.S. Strategy Fully funded and for Bone, Nerve and retained in-house. revenues targeting large is on-track. investing in sales Tendon repair now under penetrated growth. Manufacturing facility Mar
Slide 30: Authorised for release by the Board of Directors
rsonal use only Authorised for release by The Board of Directors of Orthocell Limited P: +61 8 9360 2888 E: paul.anderson@orthocell.com.au orthocell.com