Diasorin S.p.a. · MIL:DIA
Diasorin — Investor Day (2026)
36 slides from Diasorin's investor day presentation, Sep 30, 2026
Slide 1: Molecular Diagnostics
04 MOLECULAR DIAGNOSTICS Angelo Rago Giulia Amicarelli
Slide 2: Macro trends in Healthcare: impact on Molecular Diagnostics
04 | MOLECULAR DIAGNOSTICS Market Macro trends in Healthcare: impact on Molecular Diagnostics DRIVERS NEEDS WINNING PROFILE Healthcare Pressures Market Dynamics What Will Win • Aging populations & rising chronic • Increased demand for complex • Targeted and highly specialized disease burden diagnosi
Slide 3: Multiplexing capabilities
04 | MOLECULAR DIAGNOSTICS Market | Multiplexing & Throughput Molecular ID Diagnostics requires technologies specific to the needs On-demand testing Batch testing Low/Medium Throughput Multiplexing High Throughput Multiplexing >10 plex Diasorin is leading the way in Diagnostic Multiplexing capabilit
Slide 4: Multiplexing capabilities
04 | MOLECULAR DIAGNOSTICS Market | Multiplexing & Throughput Molecular ID Diagnostics requires technologies specific to the needs On-demand testing Batch testing Low/Medium Throughput Multiplexing High Throughput Multiplexing >10 plex • Hospital Labs • Reference Labs • Reference Labs • National Lab
Slide 5: Integrated Delivery Networks and where ID diagnostics is performed
04 | MOLECULAR DIAGNOSTICS Market | Healthcare System | Acute & Non-Acute Segment Integrated Delivery Networks and where ID diagnostics is performed A vertical system integrated by EMR, quality metrics, and payers' contracts Hospital ADMISSION Hub & Spoke Labs, ED, wards, admission Units 10K Quick d
Slide 6: Integrated Delivery Networks and physicians' acquisition
04 | MOLECULAR DIAGNOSTICS Market | Healthcare System | Acute & Non-Acute Segment Integrated Delivery Networks and physicians' acquisition A vertical system integrated by EMR, quality metrics, and payers' contracts Hospital IDNs ACQUIRE PHYSICIANS & URGENT CARES TO: Hub & Spoke Labs, ED, wards, admi
Slide 7: Decentralized (CLIA-waived) segment: $1.5B Opportunity
04 | MOLECULAR DIAGNOSTICS Market | Healthcare System | Acute & Non-Acute Segment Decentralized (CLIA-waived) segment: $1.5B Opportunity 90% of testing is Respiratory 30% decentralized ID testing is Molecular 10K ~4M Antigen 70% tests Acute Molecular 30% ~$1.5B 30K ~30M tests Non-Acute ~26M tests 18
Slide 8: Diasorin Portfolio positioning
Diasorin Portfolio positioning
Slide 9: Diasorin portfolio positioning, in the IDN evolving landscape
04 | MOLECULAR DIAGNOSTICS Market | Healthcare System | Acute & Non-Acute Segment Diasorin portfolio positioning, in the IDN evolving landscape To win in IDN accounts, our diagnostic platform must be enablers of their objectives. IDNs are evolving their view of diagnostics from cost centers to lever
Slide 10: LIAISON NES
04 | MOLECULAR DIAGNOSTICS LIAISON NES LIAISON NES
Slide 11: LIAISON NES is designed to fit the Point-of-Care segment
04 | MOLECULAR DIAGNOSTICS LIAISON NES LIAISON NES is designed to fit the Point-of-Care segment ASSAY MENU ✓ ~15 min Time to Result ✓ Highly automated FDA-Cleared Menu ✓ Enhanced connectivity ✓ Streamlined implementation LIAISON NES ✓ Touchscreen FLU A/B, RSV & COVID-19 ✓ Room temperature storage I
Slide 12: LIAISON NES is enabling simplicity by focusing on user needs
04 | MOLECULAR DIAGNOSTICS LIAISON NES LIAISON NES is enabling simplicity by focusing on user needs 3-step workflow Seamless connectivity (Room temperature (Wi-Fi/ethernet, laboratory reagents) information system LIS, cloud) Lab-quality performance ~15-minute time to result Using real-time RT-PCR (r
Slide 13: LIAISON NES is enabling simplicity by focusing on user needs
04 | MOLECULAR DIAGNOSTICS LIAISON NES LIAISON NES is enabling simplicity by focusing on user needs BENCH SPACE PORTABLE STORAGE STEPS TO SET-UP AMPLIFICATION MULTIPLEXING VISUALIZE CTS FRONT WIDTH DIMS & A TEST TIME AND PCR CURVES WEIGHTS LIAISON NES Y 11.5 cm Launched in 2026 Room Temp 7 16.5 min
Slide 14: LIAISON NES Go-To-Market
04 | MOLECULAR DIAGNOSTICS LIAISON NES LIAISON NES Go-To-Market Leveraging Direct Sales force and Distribution 10K Acute 30K Non-Acute 183K Commercial execution via the multiplier force of distribution 63
Slide 15: The Critical Gap in Sexually Transmitted Infections and Women's Health
04 | MOLECULAR DIAGNOSTICS LIAISON NES The Critical Gap in Sexually Transmitted Infections and Women’s Health STI diagnostics remain lab-dependent; clinicians cannot act during the patient visit THE PROBLEMS THE OPPORTUNITY DIMENSION OF THE PROBLEMS Hours to Days 2.5M+ Annual STI Cases Results from
Slide 16: Future Potential Market Opportunity
04 | MOLECULAR DIAGNOSTICS LIAISON NES Future Potential Market Opportunity CT/NG 465 $/mln 2030 Limited product CT/NG/TV 160 $/mln 2030 availability today, mostly represented Vaginitis 360 $/mln 2030 by highly centralized testing Lesion Panel 75 $/mln 2030 Extragenital 70 $/mln 2030 Out of ~ 1 $/bn
Slide 17: LIAISON PLEX
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX LIAISON PLEX
Slide 18: The right test for the right patient: LIAISON PLEX
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX The right test for the right patient: LIAISON PLEX ASSAY MENU FDA-Cleared Menu LIAISON PLEX Respiratory Flex Assay ✓ Flex Testing LIAISON PLEX Gram-Positive Blood Culture Assay ✓ Random access ✓ Sample-to-answer workflow LIAISON PLEX Gram-Negative Blood Cultur
Slide 19: Q&A
08 Q&A Carlo Rosa Alberto Donati
Slide 20: Syndromic Technologies Portfolio Assessment, USA
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX Syndromic Technologies Portfolio Assessment, USA US Syndromic Multiplex Diagnostics Market 2026 estimate 10K Acute 30K ~1.2 $/bn U.S. TAM Non-Acute ~5% CAGR 183K 68
Slide 21: Traditional syndromic testing is under pressure
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX Traditional syndromic testing is under pressure Financial and Reimbursement Challenges Shifting reimbursement models, tighter budgets, and policy uncertainty require every test to 10 plex >10 plex demonstrate clear clinical and economic impact. Multiplexing ca
Slide 22: Diasorin's Differentiation
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX Diasorin’s Differentiation Competition Diasorin LIAISON PLEX Vendor Defined Fixed Panels Patient Focused Flexible Panels Actionable results focused on Broad coverage for higher probability pathogens immunocompromised and high-acuity inpatients Aligned with cli
Slide 23: Example of LIAISON PLEX RSP Flex at a Primary U.S. Hospital System
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX Example of LIAISON PLEX RSP Flex at a Primary U.S. Hospital System Respiratory Pathogen PCR Respiratory Pathogen PCR FLU/RSV/SARS-CoV- Bordetella PCR Mycoplasma & Chlamydia Panel Panel (w/o COVID/FLU/RSV) 2/Rhinovirus PCR Pneumoniae PCR ADENOVIRUS (A,B,C,D,E,F
Slide 24: Example of Gastrointestinal Syndromic testing based on Clinical Need
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX Example of Gastrointestinal Syndromic testing based on Clinical Need Community Acquired Diarrhea Hospital Acquired infections Immuno-compromised Outbreak Investigations • Norovirus • Norovirus •Norovirus • Salmonella spp. • Norovirus • Salmonella spp. •C. diff
Slide 25: Gastrointestinal - Why the coverage gap exists
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX Gastrointestinal - Why the coverage gap exists It is not about number of targets: the pathogens chosen determine clinical reach Legend: Bacteria Viruses Parasites Competitor 1 Competitor 2 LIAISON PLEX GI Flex 11 targets 11 targets Choose 11 targets Campylobac
Slide 26: Flexibility and Customization maximize effectiveness
04 | MOLECULAR DIAGNOSTICS LIAISON PLEX Flexibility and Customization maximize effectiveness VOLUME-WEIGHTED COVERAGE Across all 8 clinical scenarios, weighted by avg weekly volume LIAISON PLEX (Base 11) 73% Competitor 1 (11) 33% Competitor 2 (11) 10% THE COVERAGE FOOTPRINT LIAISON PLEX: balanced fo
Slide 27: Diagnostic stewardship
Diagnostic stewardship
Slide 28: Diasorin's Solution
04 | MOLECULAR DIAGNOSTICS DIAGNOSTIC STEWARDSHIP Diasorin’s Solution CLIA-Waived 4-plex FluAB, RSV & COVID-19 LIAISON NES and ER Onsite Testing LIAISON PLEX 4-plex RSP Flex are substantially equivalent as per If more testing needed the study outcome Testing complete reported in the 510(k) Visits ho
Slide 29: LIAISON MDX Plus
04 | MOLECULAR DIAGNOSTICS LIAISON MDX Plus LIAISON MDX Plus* * Launch in H1’27
Slide 30: LIAISON MDX and MDX Plus
04 | MOLECULAR DIAGNOSTICS LIAISON MDX Plus LIAISON MDX and MDX Plus ✓ Sample-to-answer ASSAY MENU ✓ Scalable ✓ CLIA moderate FDA- cleared Menu ✓ IVD and Open mode Simplexa HSV1&2 Direct capabilities ✓ Differentiated Menu Simplexa VZV Swab Direct ✓ No need for extraction Simplexa VZV CSF Direct Simp
Slide 31: Targeted Technologies Market Size, USA
04 | MOLECULAR DIAGNOSTICS LIAISON MDX Plus Targeted Technologies Market Size, USA US Target Diagnostics Market 2026 estimate ~5.1 $/bn 10K US TAM Acute 30K 0.9 $/bn 1.2 $/bn 1.3 $/bn Non-Acute 65 $/mln 0.5 $/bn 183K 63 $/mln 79
Slide 32: The success of the specialty product strategy on LIAISON MDX
04 | MOLECULAR DIAGNOSTICS LIAISON MDX Plus The success of the “specialty product strategy” on LIAISON MDX Acute, complicated cases needs high-clinical value diagnostics that drive patient management. Diasorin expertise in specialty testing confirms its positioning in the marketplace Revenue growth
Slide 33: Future expansion in Specialty Testing
04 | MOLECULAR DIAGNOSTICS Future expansion in Specialty Testing Diasorin will continue to expand in Specialty Testing >10 plex Genetics Multiplexing capabilities 10 plex ~1.5 $/bn TAM Vector Borne ~110 $/mln TAM Fungal Infections 1-6 plex ~900 $/mln TAM Not our target WHO fungal priority pathogens
Slide 34: Diasorin portfolio positioning in the IDN evolving landscape
Diasorin portfolio positioning in the IDN evolving landscape
Slide 35: Key Takeaways on Molecular Diagnostics
04 | MOLECULAR DIAGNOSTICS Key Takeaways Key Takeaways on Molecular Diagnostics • Diasorin is executing on the Strategy to provide the right test for the right patient in the right setting • Diasorin is leader in syndromic customized testing • Technologies tailored to the different segments’ needs,
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