Slide 1: Scope Fluidics 1H2025 Update
SCOPE FLUIDICS 1H2025 UPDATE 19 September 2025
Slide 2: Disclaimers
DISCLAIMERS Niniejsza prezentacja (“Prezentacja”) zawiera wiarygodne i zasadne, Spółka nie weryfikowała Prezentacja nie stanowi oferty, w szczególności podstawowe informacje dotyczące Scope ich kompletności ani trafności. w rozumieniu ustawy z dnia 29 lipca 2005 roku Fluidics S.A. („Spółka”) oraz gr
Slide 3: Unique combination of competencies in technology, operations and financial areas
UNIQUE COMBINATION OF COMPETENCIES IN TECHNOLOGY, OPERATIONS AND FINANCIAL AREAS MANAGEMENT BOARD OF SCOPE FLUIDICS MARCIN IZYDORZAK PROF. PIOTR GARSTECKI SZYMON RUTA VICE PRESIDENT CEO VICE PRESIDENT, CFO Co-founder of Scope Fluidics Co-founder of Scope Fluidics Responsible for financial division,
Slide 4: Venture studio - our values and vision for success
SCOPE FLUIDICS VENTURE STUDIO - OUR VALUES AND VISION FOR SUCCESS We address global challenges in healthcare and develop technologies with real, global impact We aim at +USD 109 markets and develop technologies that can readily be leveraged by large, multinational and global med-tech operators We de
Slide 5: Venture studio - our values and vision for success
SCOPE FLUIDICS VENTURE STUDIO - OUR VALUES AND VISION FOR SUCCESS PEOPLE COURAGE NETWORK PROCESSES KNOW-HOW
Slide 6: Where do we want to be?
SCOPE FLUIDICS Where do we want to be? By the end of 2025 STRATEGIC having at least five new projects in the portfolio, TRANSACTIONS: 1 including at least two in the form of special 1. Sale of all shares in purpose vehicles special purpose vehicles developing breakthrough By the end of 2028 technolo
Slide 7: From a 10k PLN start-up to a largest med-tech venture studio in CEE
15 YEARS OF SYSTEMATIC GROWTH: BUILDING AN EVEN STRONGER FUTURE From a 10k PLN start-up to a largest med-tech venture studio in CEE 2010 Founded for PLN 10k 2010-2015 Two generations of BlueBox, EUR 6m turnover 2012 Launch of Curiosity Diagnostics 2017 Founding of the Bacteromic company 2017 New Con
Slide 8: Corporate structure supports execution of M&A transactions
VENTURE STUDIO BUSINESS MODEL Corporate structure supports execution of M&A transactions Each project in Scope Fluidics’ Group is developed in a 100% ownership of the SPVs separate, legal entity (SPV) Sold to Bio-Rad Laboratories August 2022 SUBSIDIARY SUBSIDIARY SUBSIDIARY Each subsidiary is focuse
Slide 9: Financial track record – outstanding return on investment and dynamic outlook
SCOPE FLUIDICS Financial track record – outstanding return on investment and dynamic outlook for future developments Bacteromic, USD 130m revenue from sale of PCR I ONE Venture Studio with yearly USD 100m market cap (10x since IPO) exits. USD 50m dividend payed out in 2023 BACTEROMIC developed to th
Slide 10: After 1H 2025
SCOPE FLUIDICS AFTER 1H 2025
Slide 11: Key events in 2025
NEXT STEPS - BACTEROMIC Key events in 2025 MAXIMIZING VALUE OF FOCUS ON FINANCING NEW PROJECTS DIVERSIFICATION AND DEVELOPMENT BACTEROMIC SECURITY EDOCERA: technology FDA preparations for FAST UNI Strengthening negotiation verification completed; IVDR application filed (19 Sept) position for strateg
Slide 12: M&A process on track
BACTEROMIC M&A process on track JP Morgan January Healthcare Conference San Francisco ECCMID April Wiena JP Morgan Healthcare Symposium June London ADLM July Chicago Jefferies Healthcare Conference November London
Slide 13: Market outlook
NEXT STEPS - BACTEROMIC Market outlook Persisting negative factors from Investors are more selective: investing in the broader market companies with strong data, existing Trade war, China situation, traction, or low regulatory risk geopolitical tensions WIGmed underperforming the market; some Change
Slide 14: Market outlook
NEXT STEPS - BACTEROMIC Market outlook
Slide 15: Novelty AST systems attract both strategic and financial investors
Attractive market segment Novelty AST systems attract both strategic and financial investors FUNDRAISING STRATEGIC M&A STRATEGIC PARTNERSHIP Rapid AST for PBC Rapid AST for PBC Rapid AST for PBC USD ~27m raised Minority investment (2019) Distribution exclusivity (2021) Minority investment and exclus
Slide 16: Consolidation of large companies shapes new market opportunities
Consolidation of large companies shapes new market opportunities Recent acquisition of BD’s Biosciences & Diagnostic Solutions division by Waters Corp. Interventional & Biosciences & Chromatography Medical Diagnostic Solutions (Life Sciences) Mass Spectrometry Solutions and services for Diagnostics,
Slide 17: Dane finansowe skonsolidowane
SCOPE FLUIDICS DANE FINANSOWE SKONSOLIDOWANE
Slide 18: Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025
Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025 Sprawozdanie z sytuacji finansowej (bilans) [tys. PLN] 30.06.2025 31.12.2024 Aktywa trwałe 24 388 16 417 Wzrost wartości rzeczowych aktywów trwałych w 1 półroczu 2025 roku Aktywa obrotowe, w tym: 127 754 156 453 wynikał z: Środki pieniężne w
Slide 19: Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025
Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025 Sprawozdanie z zysków i strat i innych całkowitych dochodów (rachunek wyników) [tys. PLN] 30.06.2025 30.06.2024 Przychody ze sprzedaży 676 87 Koszty działalności operacyjnej (19 285) (14 611) Koszty działalności operacyjnej Amortyzacja (986)
Slide 20: Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025
Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025 Sprawozdanie z zysków i strat i innych całkowitych dochodów (rachunek wyników) [tys. PLN] 30.06.2025 30.06.2024 Przychody ze sprzedaży 676 87 Koszt wynagrodzeń Koszty działalności operacyjnej (19 285) (14 611) (986) (696) w 1 półroczu 2025 ro
Slide 21: Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025
Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025 Sprawozdanie z zysków i strat i innych całkowitych dochodów (rachunek wyników) [tys. PLN] 30.06.2025 30.06.2024 Przychody ze sprzedaży 676 87 Przychody finansowe Koszty działalności operacyjnej (19 285) (14 611) w 1 półroczu 2025 roku wyniosł
Slide 22: Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025
Scope Fluidics – sprawozdanie skonsolidowane @ 30.06.2025 Sprawozdanie z zysków i strat i innych całkowitych dochodów (rachunek wyników) [tys. PLN] 30.06.2025 30.06.2024 Przychody ze sprzedaży 676 87 Koszty działalności operacyjnej (19 285) (14 611) Amortyzacja (986) (696) Zużycie materiałów i energ
Slide 23: Bacteromic
Te! Scope j=) Fluidics < 3. BACTEROMIC
Slide 24: User-centric design and compliance
BACTEROMIC - User Advantages User-centric design and compliance Analyzer ANALYZER: • Capacity for 60 Cartridges – high throughput Filling with random access Disposable Device • <6-8h Time to Result Cartridge • LIS connectivity FILLING DEVICE: • Quick, fully automated procedure of inoculation & seali
Slide 25: Addressing Major Technology Gap: One Mission, Two Markets
Addressing Major Technology Gap: One Mission, Two Markets There are two key segments: mainstream, routine infections (isolated bacteria cultures) and urgent bloodstream infections (cultured blood - PBC) Isolates AST Positive Blood Cultures (PBC) AST CAGR 5.7 CAGR 4.0 1.6 5.5% 0.9 9.9% 2024 2030 2024
Slide 26: AST market needs future-proof, informative, rapid and cost-effective system
AST market needs future- proof, informative, rapid and cost-effective system that offers synergies across isolate and PBC market segments
Slide 27: Potential for Bacteromic to rival the global AST space
Ideal solution for evolving AST market • rapid AST • high-throughput • one panel for all bacteria • one box for PBC and isolates • broad antibiotic menu on a single card • true MIC • cost-effective manufacturing Potential for Bacteromic to rival the global AST space
Slide 28: Key value inflection points in MedTech development
BACTEROMIC Key value inflection points in MedTech development Commercial traction Team & facilities • Positive market feedback • First clients & revenue • Profitability IP protection Market readiness • Team of professionals & facility (labs, workshop) Compliance QMS & ISO • Patent protection • Compl
Slide 29: Transaction value
Benchmark transactions & valuations Benchmark transactions in diagnostics & AST space Benchmark transaction: PCR Market traction AST $795m USD 425m Other (MobiDIAG’21) acquisition of Specific Reveal Early stage $550m (MesaBiotech’21) by bioMerieux Transaction value $425m $275m (Specific Reveal’22) (
Slide 30: Panel UNI2.0 – Clinical study design for IVDR
IVDR certification Panel UNI2.0 – Clinical study design for IVDR ~1000 strains tested Study performed in Process was monitored by • 96 Acinetobacter 3 external sites Clinical Research • 306 Enterobacterales • 106 Pseudomonas and internal site Organization • 285 Staphylococcus • 164 Enterococcus Clin
Slide 31: Summary
IVDR certification Panel UNI2.0 – IVDR clinical performance summary SUMMARY 30 antibiotics 56 drug-bug Detection of ESBL present on combinations resistance the panel can be tested mechanism
Slide 32: Bacteromic roadmap
NEXT STEPS - BACTEROMIC BACTEROMIC ROADMAP ▪ 2025: IVDR compliance certificate with the UNI Panel and the current version of the interpreter. ▪ 2025: Launch of production line ▪ 2026: start of sales ▪ 2026: IVDR certification with FAST UNI, PBC, UNI MAX ▪ 2027: IVDR certification for the FAST UNI MA
Slide 33: Discovery & new projects
DISCOVERY & NEW PROJECTS
Slide 34: The process of creating new Special Purpose Vehicles
SCOPE DISCOVERY The process of creating new Special Purpose Vehicles Systemic selection and development of new projects BACTEROMIC - EDOCERA - - - HYBOLIC PCR | ONE Accelerating - the process - + - from - project - selection - - STRATEGIC to - TRANSACTIONS STRATEGIC strategic - + + + + - TRANSACTION
Slide 35: Edocera Hybolic
edocera HYBOLIC
Slide 36: AI-driven platform with a life-saving device for early stroke detection
AI-driven platform with a life-saving device for early stroke detection PROBLEM SOLUTION Strokes often go undetected for hours, preventing timely treatment and contributing to over 12 Our device leverages AI to analyze subtle signal million stroke-related deaths annually, approx. changes, enabling e
Slide 37: Comprehensive solution for monitoring of metabolic parameters
Comprehensive solution for monitoring of metabolic parameters PROBLEM SOLUTION The global prevalence of diabetes is steadily Early detection of metabolic syndrome risk through increasing, with projections indicating a significant monitoring key biomarkers for insulin resistance rise, potentially rea
Slide 38: Thank you!
THANK YOU! INVESTOR RELATIONS relacjeinwestorskie@scopefluidics.com