Memphasys Ltd · ASX:MEM
Memphasys — Investor Presentation (February 2025)
43 slides from Memphasys's investor presentation, Feb 25, 2025
Slide 1: Unlocking Global Market Potential in Fertility & Diagnostic Innovation
FEBRUARY 2025 (ASX:MEM) UNLOCKING GLOBAL MARKET POTENTIAL IN FERTILITY & DIAGNOSTIC INNOVATION For personal use only
Slide 2: Disclaimer
DISCLAIMER This presentation is not and does not form part of any offer, invitation or recommendation in respect of securities. Any decision to buy or sell Memphasys securities or other products should be made only after seeking appropriate financial advice. Reliance should not be placed on informat
Slide 3: Problems Memphasys Is Addressing
PROBLEMS MEMPHASYS IS ADDRESSING ▪ Reproductive Health is a growing and global issue. ▪ Memphasys technology solutions based on science, For personal use only are globally leading and address the following issues: ▪ Male infertility solutions for improving sperm quality ▪ Improvement in efficacy of
Slide 4: Why Invest in Memphasys?
WHY INVEST IN MEMPHASYS? Cutting-Edge, Market-Ready Rapidly Expanding IVF & Strategic Partnerships Enabling Technologies Diagnostic Markets Global Reach Felix and RoXsta address The global fertility sector is valued For personal use only Agreements with Vitrolife and significant gaps in reproductive
Slide 5: A Global Issue - Large Addressable Market
A GLOBAL ISSUE - LARGE ADDRESSABLE MARKET Average total fertility rate Global fertility decreasing – males account Fertility rate (births per woman) for ~50% For personal use only ▪ 1 in 6 couples experience fertility issues ▪ Sperm dysfunction is the single most common cause of infertility ▪ Little
Slide 6: Technology Overview: Felix System
TECHNOLOGY OVERVIEW Felix System – A New Standard in Key Differentiators: Sperm Selection for IVF Rapid process time (6min) Felix is a cutting-edge sperm separation Rapid processing (6 reduces exposure to For personal use only technology that optimises sperm selection for minutes vs. 30-60 minutes o
Slide 7: Technology Overview: RoXsta System
TECHNOLOGY OVERVIEW RoXsta System – Transforming Key Differentiators: Oxidative Stress Diagnostics RoXsta is an innovative six-minute Provides results in just Applicable across For personal use only oxidative stress measurement Expect to be first in six minutes – a fraction human, veterinary, market
Slide 8: Clinical Trial Finalisation & Market Impact
CLINICAL TRIAL FINALISATION & MARKET IMPACT Felix System Clinical Trial – Commercial Validation For personal use only Initial results set for If results reaffirm public release this previous positive quarter, to be shared with studies, sales to commercial partners and Clinical Trial findings existin
Slide 9: Strategic Commercialisation & Market Entry
CLINICAL TRIAL FINALISATION & MARKET IMPACT Strategic Commercialisation & Market Entry For personal use only Heranova First Felix order Once registration is Regulatory Lifesciences Initial commercial received in the achieved a market planning partnership driving adoption in Japan, UAE, advancing in
Slide 10: China Expansion – Strategic Partnership with Heranova
GLOBAL EXPANSION & COMMERCIAL TRACTION - 1 China Expansion – Strategic Partnership with Heranova ▪ China represents 33% of the global market* For personal use only ▪ China’s IVF market was valued at USD 5.37B in 2023, projected to grow to USD 9.04B by 2030. ▪ LOI signed with Heranova Lifesciences in
Slide 11: Vitrolife Collaboration – Early Commercial Success
GLOBAL EXPANSION & COMMERCIAL TRACTION - 2 Vitrolife Collaboration – Early Commercial Success ▪ Exclusive 5-year distribution agreement For personal use only with Vitrolife Japan KK covering Japan, Canada, and New Zealand. ▪ Commercial sales secured in Japan, reinforcing the Felix System’s market po
Slide 12: Middle East Market Entry – Strong Growth Potential
GLOBAL EXPANSION & COMMERCIAL TRACTION - 3 Middle East Market Entry – Strong Growth Potential ▪ Dubai fertility clinic places first order for Felix for research and evaluation under UAE Ministry of Health guidelines. For personal use only ▪ Memphasys in contact with additional clinics in region who
Slide 13: Capital Strategy & Financial Position
FUNDING & GROWTH ROADMAP Capital Strategy & Financial Position For personal use only Recent capital raise of Projected revenue growth Pursuing strategic funding $1.857M, strengthening driven by Felix sales, at company and project Memphasys’ financial consumable revenues, and levels, including invest
Slide 14: 2025 Key Planned Milestones
FUNDING & GROWTH ROADMAP 2025 Key Planned Milestones Publication of Felix clinical trial results, bolstering regulatory submissions and supporting commercial traction For personal use only Initiate trials/registration pathways for EU, China Expansion of Felix adoption in early-access IVF markets, le
Slide 15: Why Invest in Memphasys?
WHY INVEST IN MEMPHASYS? Cutting-Edge, Market-Ready Strategic Partnerships Enabling Rapidly Expanding IVF & Technologies with Global Global Reach Diagnostic Markets Applications & Demand Agreements with Vitrolife and The global fertility sector is valued For personal use only Felix and RoXsta addres
Slide 16: Felix System: Better Technology for IVF Sperm Preparation
1. For personal use only FELIX SYSTEM: BETTER TECHNOLOGY FOR IVF SPERM PREPARATION
Slide 17: Felix System: Clear Competitive Advantages
FELIX SYSTEM: Clear competitive advantages in performance, quality and operating costs Electrophoretic system selects sperm with both low DNA damage & oxidative stress Device consists of a console which applies a controlled For personal use only 1 7 charge to a disposable cartridge Console Cartridge
Slide 18: Felix System vs Conventional Processes
FELIX SYSTEM: Clear competitive advantages in performance, quality and operating costs. VS Conventional DGC (Density Gradient Centrifugation) and/or swim-up processes* Felix System Process: 30-60+ minutes Rapid - six minutes For personal use only Multi-step & labour intensive Single vessel & automat
Slide 19: Felix System: Commercialisation Strategy
FELIX SYSTEM: Commercialisation Strategy Initial focus is to build sales in four early access markets: Global Opportunity - starts with early Country Fresh IVF Expected % growth KOL % of global access markets Cycles in fresh IVF rate engaged in market 2018 cycles by market ▪ Initial focus - rollout
Slide 20: Felix System Japan: Early Access Market
FELIX SYSTEM JAPAN: Japan Early Access Market – expanding into Canada & New Zealand Choosing the right partner – Vitrolife Japan KK (subsidiary of the Vitrolife Group) ▪ Exclusive distribution agreement signed for a 5-year term For personal use only ▪ Vitrolife Group is a world-leading global provid
Slide 21: Felix System China: Assessments Underway
FELIX SYSTEM CHINA: Assessments underway in world’s largest assisted reproductive treatment market, China 50 FelixTM System cartridges delivered Sichuan Jinxin Xinan Women & Children Hospital in Chengdu for in vivo assessments ▪ Major hospital owned by Jinxin Fertility Group Limited (HKEX: JXR). JXR
Slide 22: Felix System UAE: Order to Evaluate Suitability
FELIX SYSTEM UAE: Order to evaluate suitability in United Arab Emirates (UAE) Order received for Felix from Dubai clinic to evaluate suitability for research use under UAE Ministry of Health and Prevention (MOHAP) guidelines For personal use only • Order includes one demonstration unit and 30 cartri
Slide 23: Felix System Brazil: Targets Commercial Expansion
FELIX SYSTEM BRAZIL: Targets commercial expansion in Brazil’s IVF market Partnered with Laboratorio Androscience, a leading Brazilian andrology clinic, to begin clinical utility testing of the Felix System. ▪ Initial testing involves a Felix console and 20 cartridges over a 3-month For personal use
Slide 24: Felix System: Commercial Financial Model
FELIX SYSTEM: Commercial Financial Model The commercial model for further licencing agreements for distribution will include some or all of the following: For personal use only ▪ An upfront fee to MEM ▪ A royalty at an agreed rate for the Felix® devices and cartridges used by Licensee. ▪ Licensee ma
Slide 25: Felix Strategic Equine Fertility Study
FELIX - STRATEGIC EQUINE FERTILITY STUDY TM Initial Results Highly Positive, Validate Commercial Potential Three-year study being conducted in conjunction with the ▪ Three-year equine fertility study to position Felix as a leading University of Newcastle and EquiBreedUK Ltd, a global technology for
Slide 26: Major Regulated Markets 2024-2025
FELIX SYSTEM: TM Major Regulated Markets 2024-2025 – To Be Pursued With Strategic Partners* Recently published Pre- Regulator Clinical Trials Comments data on IVF cycle submission Regulatory Strategy – CE mark numbers Application pending post trial • MEM pursuing CE mark Clinical trial (complete) an
Slide 27: Recent M&A in This Space
RECENT M&A IN THIS SPACE CooperSurgical Vitrolife's Purchase of Hamilton Thorne's FUJIFILM Irvine Origio’s Merger with For personal use only Acquisition of Zymot Igenomix Acquisition of IVFtech Scientific's Partnership Research Instruments (Feb 2023) (Aug 2022) (Jan 2023) (June 2023) (April 2022) ▪
Slide 28: Felix Project Timelines
FELIX PROJECT TIMELINES TM 2024 2025 2026 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Oct Jan Apr Jul Oct Jan Apr Jul Oct Clinical Trials FelixTM System completed in collaboration with Monash Review trial data and publish of top line results CE Mark Approval - Europe Submission Review For personal use only Approval
Slide 29: Oxidative Stress Measurement System
2. For personal use only OXIDATIVE STRESS MEASUREMENT SYSTEM: A RAPID IN VITRO ANTIOXIDANT ASSESSMENT
Slide 30: The Issue: Oxidative & Reductive Stress
THE ISSUE: Oxidative & Reductive Stress – Serious chemical imbalances ▪ Oxidative stress - an imbalance between reactive oxygen species and antioxidant protection For personal use only within the body and can also severely affect fertility in both humans and animals. ▪ Reductive stress - an abnormal
Slide 31: Simple Explanation
SIMPLE EXPLANATION Oxidative stress is like rust forming on metal. Just as metal rusts when it's exposed to oxygen over For personal use only time, your body can "rust" or get damaged inside when it has too many harmful molecules (free radicals) and not enough of the good ones (antioxidants) to prot
Slide 32: The Adverse Effect of Oxidative / Reductive Stress Imbalance
THE ISSUE: The adverse effect of oxidative / reductive stress imbalance Oxidative stress Reductive stress For personal use only MEMPHASYS OPERATES IN THE MIDDLE ▪ Aging ▪ Chronic inflammatory disease Memphasys is helping ▪ Heart failure ▪ Impaired sperm production and maturation ▪ Cancer to avoid bo
Slide 33: What Has Memphasys Done – Doing Now?
WHAT HAS MEMPHASYS DONE – DOING NOW ? TESTING A WORKING PROTOTYPE OF ITS FIRST-IN-WORLD OXIDATIVE STRESS MEASUREMENT SYSTEM - Developed the Oxidative Stress Measurement System: Positive assay results, with distinct time advantages (6 minutes). Oxidative Stress is not routinely measured due to the sl
Slide 34: Unmet Diagnostic Need
UNMET DIAGNOSTIC NEED: Technology can address multiple needs and large global market Current Practice Oxidative Stress Measurement System Testing for oxidative stress is rare: Several advantages over Current Practice: Point of care diagnostic device For personal use only Complex equipment Six-minute
Slide 35: RoXsta Commercial Applications
ROXSTA COMMERCIAL APPLICATIONS TARGET MARKET AND OPPORTUNITY Estimated Market User group Application Size1 Fertility researchers* ▪ Researching underlying etiology of infertility & gestational issues $3b IVF clinics ▪ Screening for infertility issues in male and female patients $3b For personal use
Slide 36: Oxidative Stress Measurement System in Reproductive Animal Industry
OXIDATIVE STRESS MEASUREMENT SYSTEM Important application in the reproductive animal industry (husbandry, meat quality) ▪ Scoping study commenced to assess the potential Oxidative stress: use of RoXsta System to determine threshold Important role in animal genetics and husbandry levels of oxidative
Slide 37: Board and Management
3. For personal use only BOARD AND MANAGEMENT
Slide 38: Our Leaders
OUR LEADERS Distinguished Emeritus Professor John Aitken ▪ Memphasys Scientific Director For personal use only ▪ Global leader in reproductive biology, heading up world-class research team at University of Newcastle. ▪ Leads scientific development of MEM’s pipeline products through R&D, and is now a
Slide 39: Memphasys Board
MEMPHASYS BOARD Experienced at bringing products to market Lindley Edwards Dr. David Ali Paul Wright Michael Atkins Chair CEO NE Director NE Director For personal use only ▪ Over 30 years experience in financial services, ▪ 35 years’ experience in Animal and Human ▪ More than 25 years’ experience in
Slide 40: Executive Team / Leadership Team
EXECUTIVE TEAM LEADERSHIP TEAM Experienced at bringing products to market Dr. David Ali Distinguished Emeritus Pablo Neyertz Assoc. Prof CEO Professor John Aitken Director of Finance Hassan Bakos Scientific Director Director Operations For personal use only ▪ 35 years’ experience in Animal and ▪ Glo
Slide 41: IP Held
IP HELD Forte IP Ref Country Application No. Patent No. Title Applicant Technology 10018AUP1 Australia 2017344755 2017344755 Electrophoresis Device Memphasys Limited Non-circulating buffer chambers 10018AUP2 Australia 2023201892 2023201892 Electrophoresis Device Memphasys Limited Non-circulating buf
Slide 42: Memphasys Financial Snapshot
MEMPHASYS FINANCIAL SNAPSHOT: As at 18/02/2025 KEY DATA1 A$ Capital raising expedites Share price $0.008 commercialisation activities Shares on issue 1,771.0M For personal use only Market capitalisation $14.2M ▪ Capital Raising: $1.905 million was secured late 2024 through a Placement and SPP to OWN
Slide 43: Thank you
For personal use only Thank you CONTACT INFORMATION: Dr David Ali CEO and Executive Director Memphasys Limited 30-32 Richmond Rd, Homebush NSW 2140 Australia P +612 8415 7300 E david.ali@memphasys.com M + 61 428794909 W www.memphasys.com