Bioventix Plc · LSE:BVXP
Bioventix — Investor Presentation (March 2026)
15 slides from Bioventix's investor presentation, Mar 30, 2026
Slide 1: Bioventix plc
1 Bioventix plc 30 March 2026 Bioventix
Slide 2: Antibodies and Blood Testing
2 Antibodies and Blood Testing ▪Bioventix creates and manufactures sheep monoclonal antibodies (SMAs). Customers incorporate these antibodies in reagent packs for use on automated blood-testing machines antigen antibody ▪Superior antibodies can facilitate improved tests ▪Bioventix sells liquid “phys
Slide 3: Diagnostic Applications for SMAs
3 Diagnostic Applications for SMAs Fertility heart attack & Neurology & Vitamin D Thyroid function Drug testing (testosterone, heart failure Alzheimer’s (25-OH vitamin D) (thyroxine, T3) (THC) estradiol, (troponin, BNPs) (Taus) progesterone) ▪Bioventix has a portfolio of ~30 antibodies that are sold
Slide 4: Antibodies and Business Dynamics
4 Antibodies and Business Dynamics ▪Projects can be driven internally or by sponsored R&D or through collaborations +1 year ▪Bioventix takes about 1 year to create new antibodies Prototype test Old test 2-4 years ▪Even for established diagnostics, customers take 2-4 years to prototype tests, = 3-5 y
Slide 5: Interims: Key Financials
5 Interims: Key Financials £ (‘000) ½ year to ½ year to year to Cavendish 31.12.24 31.12.25 30.6.25 forecast FY 2025/26 Sales 6,732 6,158 13,120 12,500 (-8.5%) P/(L) before tax 5,046 4,851 10,100 9,600 (adjusted means certain costs stripped out) (-3.9%) (adjusted) P/(L) after tax 3,772 3,625 7,580 7
Slide 6: Bioventix
6 Key: = self-funded; = contract R&D; = collaborative R&D ▪Siemens troponin revenues will terminate in June 2032 ▪Tau/neuro revenues increased by x4. The £605k total was split: £530k physical SMA sales and £75k royalties ▪£200k/year of progesterone revenues will be lost in 25/26 ▪This slide is uncha
Slide 7: Sales Commentary
7 Sales Commentary ▪ Tau & neuro: royalties increased from £30k to £150k for research market assays (RuO). Physical antibody sales which are naturally sporadic were down from £300k to £120k ▪ Vitamin D: key historic revenue streams were steady and in line with expectation. One Chinese revenue stream
Slide 8: Alzheimer's SMAs: Commercialisation
8 (A) Alzheimer’s SMAs: Commercialisation (T) Brain pathology Leading blood RuO assay IVD Partners/ Partners/ biomarker assay or launched clinical IVD New HS (candidate) assay Amyloid plaques Brain-derived None yet 3 3 (A) p-Tau217 Neurodegeneration Total brain-derived None yet 4 4 (N) Tau ▪Partner
Slide 9: Neurology: Research Pipeline
9 Neurology: Research Pipeline Disease Pathology Candidate biomarker Academic institution Purified SMAs Proof of concept or partner made publication Alzheimer’s Tau tangles (T) Tau.MTBR region Univ Gothenburg √ Q1.2026 Downs syndrome Trisomy-driven amyloid pTau212 Univ Gothenburg 2023 deposition Per
Slide 10: Other Research New
10 Other Research New ▪ Pyrene lateral flow assay: field trials are continuing with a UK fire service ▪ Water quality: field trials have started using a lab-based ELISA assay system comparing the levels of e.coli with concentrations of caffeine and paracetamol. We expect to have lateral flow assays
Slide 11: Bioventix Strategy
11 Bioventix Strategy ▪ As the historic product portfolio matures, we will continue our focus on neurology diagnostics and seek additional neurological diagnostic biomarkers that suit our antibody technology and identify appropriate partner collaborators (ie similar to Tau & University of Gothenburg
Slide 12: Bioventix Lab, Farnham
12 Bioventix Lab, Farnham ▪ Technology development ▪ Purification and assay ▪New CO2 incubators and a dedicated final product fridge ▪ Cell culture ▪ Bioreactor production have been acquired to support the neuro projects ▪Staff continuity remains healthy. One new science graduate from the locality s
Slide 13: Bioventix Directors
13 Bioventix Directors ▪Peter Harrison, CEO ▪Ian Nicholson, Chairman ▪>30 years experience of ▪>30 years experience of antibody technology at commercial development within Celltech, KS Biomedix & biotechnology including Bioventix Amersham, Celltech, Chroma, Clinigen, Consort Medical & F2G ▪Peter rem
Slide 14: Significant Shareholders
14 Significant Shareholders Institution Shares % (1000s) Gresham House 628 12.0 Liontrust 571 11.0 Total shares = 5,224,860 (March Sanford DeLand 498 9.5 2026) Hargreaves Lansdown Stockbrokers 363 7.0 Peter Harrison 302 5.8 ▪From permissions, other Schroder Investment Management 285 5.5 available da
Slide 15: Conclusions and Outlook
15 Conclusions and Outlook ▪ Tau-related royalties increased significantly during the period. Our impact footprint in the field through third party adoption of our antibodies has also grown during the period. The research pipeline in the neuro area continues to expand ▪ Sales of our vitamin D antibo