Pacific Edge Limited · NZX:PEB
Pacific Edge — Investor Conference (September 2026)
41 slides from Pacific Edge's conference presentation, September 2026
Slide 1: Investor Conference
INVESTOR CONFERENCE Dr Peter Meintjes Chief Executive Officer 1
Slide 2: Presenting Today
PRESENTING TODAY DR PETER MEINTJES GRANT GIBSON Chief Executive Officer Chief Financial Officer 2
Slide 3: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER This presentation has been prepared by Pacific Edge Limited (PEL) solely future PEL share price performance. Any investment in PEL shares is value and fractions in the Information are subject to the effect of to provide interested parties with further information abou
Slide 4: Pacific Edge – The First Mover and Leader in Bladder Cancer Diagnostics
PACIFIC EDGE – THE FIRST MOVER AND LEADER IN BLADDER CANCER DIAGNOSTICS Pacific Edge is a world-leading cancer diagnostics company that develops and commercializes a suite of urine-based, non-invasive tests for bladder cancer The primary symptom of bladder cancer is hematuria (blood in the urine) wh
Slide 5: Introduction to Pacific Edge
INTRODUCTION TO PACIFIC EDGE 5
Slide 6: Bladder Cancer – A Significant Global Healthcare Challenge
BLADDER CANCER – A SIGNIFICANT GLOBAL HEALTHCARE CHALLENGE THE STANDARD OF CARE – CYSTOSCOPY – IS HIGHLY INVASIVE, UNCOMFORTABLE AND COSTLY CYSTOSCOPY 1st 6th 9th Costliest cancer to Most common Most common treat on a per- cancer in men2 cancer world-wide2 patient basis1 ~614K >220K >50% Cases per y
Slide 7: Cxbladder: Tests to Rule Out Cancer or Prioritize Patients
CXBLADDER: TESTS TO RULE OUT CANCER OR PRIORITIZE PATIENTS THE PATIENT CARE PATHWAY: HEMATURIA EVALUATION AND CANCER RECURRENCE SURVEILLANCE >130,000 >5,000 >30 Grade A Patients that have used Urologists that have ordered Publications demonstrating AV, Evidence rating by the AUA5 in its Cxbladder Cx
Slide 8: The Cxbladder Suite: Triage and Triage Plus for Hematuria Evaluation
THE CXBLADDER SUITE: TRIAGE AND TRIAGE PLUS FOR HEMATURIA EVALUATION TESTS TO RULE OUT BLADDER CANCER AND IDENTIFY THOSE MOST NEEDING SPECIALIST CARE HEMATURIA EVALUATION NEGATIVE RESULT RULE OUT BLADDER CANCER The test combines a High Negative Predictive Value with High Sensitivity (it picks up mos
Slide 9: The Cxbladder Suite: Monitor and Surveillance Plus
THE CXBLADDER SUITE: MONITOR AND SURVEILLANCE PLUS ALTERNATIVE TO CYSTOSCOPY FOR NMIBC1 PATIENTS UNDERGOING SURVEILLANCE FOR RECURRENCE NMIBC1 CANCER SURVEILLANCE RECURRENCE NEGATIVE RESULT RULE OUT BLADDER CANCER RECURRENCE • In development, showing improved The test combines a High Negative Predic
Slide 10: Driving Economic Value for Patients, Hospitals and Payers
DRIVING ECONOMIC VALUE FOR PATIENTS, HOSPITALS AND PAYERS CXBLADDER DELIVERS CLINICAL UTILITY, PATIENT SATISFACTION, IMPROVED ACCESS AND ECONOMIC VALUE CANCER INCIDENCE IN MICROHEMATURIA PATIENTS CYSTOSCOPIES SAFELY AVOIDED USING CXBLADDER No cystoscopy Cystoscopy No cancer No cancer Cystoscopy No c
Slide 11: Cxbladder Market Opportunity
CXBLADDER MARKET OPPORTUNITY CXBLADDER OFFERS A SIGNIFICANT ADDRESSABLE GLOBAL MARKET ANNUALLY US$10.6b Global TAM1 PATIENT/DISEASE MANAGEMENT SURVEILLANCE (CLINICAL DECISION MAKING) (RDM2, TRM3, RECURRENCE) All Microhematuria4 Gross4 Annual cases of Population Living with bladder cancer TAM hematur
Slide 12: Pacific Edge Catalysts for Long-Term Sustainable Growth
PACIFIC EDGE CATALYSTS FOR LONG-TERM SUSTAINABLE GROWTH1 AN EXPANDING SERVICEABLE MARKET AND REVENUE 1 2 3 4 5 6 Medicare coverage Surveillance Plus Medicare coverage Kitted RUO2 Kitted IVD3 New product high-risk Microhematuria launched Gross Hematuria patients launch launch launch CUM ULATIVE REVEN
Slide 13: Strategy and Progress
STRATEGY AND PROGRESS [sx PacificEdge” CANCER DIAGNOSTICS.
Slide 14: Value Creation Through Three Pillars
VALUE CREATION THROUGH THREE PILLARS INPUTS OUTPUTS EXCELLENT PATIENT EXPERIENCE OUR PEOPLE AND ACCURATE RESULTS OUR IP, KNOWLEDGE EARLY DETECTION AND AND EXPERIENCE CLINICALLY ACTIONABLE CARE OUR PROCESSES INNOVATION PIPELINE FOR CLINICAL APPLICATIONS OUR CLINICAL STUDIES INCLUSIVE WORKPLACE PARTNE
Slide 15: Triage and Triage Plus – The Only Tests Covered Under the Draft LCD
TRIAGE AND TRIAGE PLUS – THE ONLY TESTS COVERED UNDER THE DRAFT LCD MEDICARE COVERS ~71M PEOPLE - THE LARGEST SINGLE REIMBURSEMENT DECISION GLOBALLY Jan 2026 Kaiser RWE published Estimated time for the LCD to supporting Triage. become final and effective Largest ever UBB1 (Pacific Edge estimate) hem
Slide 16: Expanding Covered Indications with Our Clinical Evidence Program
EXPANDING COVERED INDICATIONS WITH OUR CLINICAL EVIDENCE PROGRAM VALIDATION STUDIES SEEKING TO REDEFINE AUA RISK THRESHOLDS Pooled Analysis MH Pooled Analysis GH AUSSIE (DRIVE AUSSIE, microDRIVE) STRATA 2 Dec Mar Jun Sept Dec 2026 2027 2027 2027 2027 microDRIVE Expected window for updated literature
Slide 17: US Commercial Payers: Medicare Coverage Expected to Unlock Volumes
US COMMERCIAL PAYERS: MEDICARE COVERAGE EXPECTED TO UNLOCK VOLUMES LEVERAGING COVERAGE TO DIVERSIFY CUSTOMER BASE TO PRIVATE INSURERS PACIFIC EDGE PAYER MIX (2H 26) 2% 2% COMMERCIAL 223m 16% MEDICARE US private insured lives1 71m MEDICARE Medicare ADVANTAGE insured lives2 ~1,200 20% 60% VETERANS AFF
Slide 18: US Commercial Strategy with Draft Medicare Coverage
US COMMERCIAL STRATEGY WITH DRAFT MEDICARE COVERAGE INTEGRATED DELIVERY NETWORKS ARE THE TOP TARGET FOR INTERMEDIATE RISK MICROHEMATURIA INTEGRATED DELIVERY NETWORKS (SHARE OF PATIENT VOLUME)2 AUA RISK CATEGORY BY SEX (AT BIRTH) HEALTHCARE PROVIDER TYPE (PERCENTAGE OF PATIENTS)1 (SHARE OF PATIENT VO
Slide 19: Commercial Tests Stabilized; Set to Rise with Final Coverage
COMMERCIAL TESTS STABILIZED; SET TO RISE WITH FINAL COVERAGE US TOTAL TEST VOLUME1 AND COMMERCIAL PRODUCT MIX 6,000 4,973 5,000 1,187 4,025 4,064 COMMERCIAL AND TOTAL THROUGHPUT STABILIZED 3,835 4,000 TEST VOLUME 1,015 689 540 3,000 • Commercial and total throughput stable over last three quarters 2
Slide 20: APAC Charting a Path to Profitability
APAC CHARTING A PATH TO PROFITABILITY APAC TOTAL TEST VOLUME1 AND COMMERCIAL PRODUCT MIX 1,600 1,518 1,410 1,400 1,310 1,281 492 123 1,200 409 TRIAGE PLUS DRIVING IMPROVED UNIT ECONOMICS 339 TEST VOLUME 1,000 800 • Commercial testing volumes growing for four 600 1,158 consecutive quarters 971 1,001
Slide 21: Next Generation Products Already Delivering Strategic Value
NEXT GENERATION PRODUCTS ALREADY DELIVERING STRATEGIC VALUE TRIAGE PLUS AND SURVEILLANCE PLUS OFFER SUPERIOR PERFORMANCE, PRICING AND MARGIN ADVANCING IVD DEVELOPMENT FOR INTERNATIONAL MARKETS • Triage Plus and Surveillance Plus will be offered as CAP/CLIA- approved LDTs1 providing service to the en
Slide 22: FY26 Financial Performance: Positioning for Medicare Re-Coverage
FY 26 FINANCIAL PERFORMANCE: POSITIONING FOR MEDICARE RE-COVERAGE COST SAVINGS MINIMIZE CASH BURN; $36.1 MILLION CAPITAL RAISE IN MAY 2026 STRENGTHENS BALANCE SHEET 1H 26 2H 26 FY 26 FY 25 2H 26 vs 1H Financial Period (NZ$M) FY 26 vs FY 25 (Unaudited) (Unaudited) (Audited) (Audited) 26 Operating Rev
Slide 23: Outlook
OUTLOOK POSITIONED TO UNLOCK VALUE THROUGH UPCOMING COMMERCIAL, CLINICAL AND INNOVATION MILESTONES LONG-TERM VALUE CREATION MEDIUM-TERM VALUE CREATION RESEARCH INNOVATION NEAR-TERM VALUE CREATION CLINICAL EVIDENCE GENERATION COMMERCIAL CATALYSTS • Triage Plus and Surveillance Plus deliver • Evidence
Slide 24: Appendix
APPENDIX G+ | PacificEdge’
Slide 25: Pacific Edge Is Founded on Delivering Positive Outcomes for Society
PACIFIC EDGE IS FOUNDED ON DELIVERING POSITIVE OUTCOMES FOR SOCIETY WE CREATE VALUE BY PRIORITISING OUR PATIENTS, OUR PHYSICIANS AND OUR PEOPLE Our Mission To help improve people’s lives and patient outcomes by providing leading solutions for the early detection and management of cancer Our Vision A
Slide 26: A Global Company with a Global Opportunity
PACIFIC EDGE – THE FIRST MOVER AND LEADER IN BLADDER CANCER DIAGNOSTICS A GLOBAL COMPANY WITH A GLOBAL OPPORTUNITY US$10.6b1 Global Market Opportunity 1. See slides 44-46 for assumptions 26
Slide 27: Timeline: Company Milestones
TIMELINE: COMPANY MILESTONES Feb 2025 Triage included in AUA Microhematuria Guideline Apr 2025 Medicare non- coverage effective Aug 2021 Nov 2023 Cxbladder reaches Kaiser EMR Nov 2025 Dec 2012 Dec 2014 70% public integration Triage Plus gets CMS Launch of Pacific Edge Launch of healthcare goes live
Slide 28: Financial Performance Operating Expenses
FINANCIAL PERFORMANCE OPERATING EXPENSES ALL COSTS REDUCED WITH LARGEST REDUCTION IN SALES AND MARKETING 1H 26 2H 26 FY 26 FY 25 2H 26 vs FY 26 vs Financial Period (NZ$M) (Unaudited) (Unaudited) (Audited) (Audited) 1H 26 FY 25 Laboratory Operations $5.9 $5.7 $11.6 $12.5 (2.8%) (7.1%) Research $7.1 $
Slide 29: Pacific Edge's Evidence Program Seeks to Change Clinical Practice
PACIFIC EDGE’S EVIDENCE PROGRAM SEEKS TO CHANGE CLINICAL PRACTICE AUDIENCE EVIDENCE USE HEALTHCARE PAYERS - Change Medical Policy (Medicare, Kaiser (practice) Permanente, Veterans Administration, private - Change Reimbursement payers, etc). Policy Guidelines change: - Healthcare Payer Medical and Re
Slide 30: Hematuria Evaluation Five-Year Clinical Studies Roadmap
HEMATURIA EVALUATION FIVE-YEAR CLINICAL STUDIES ROADMAP Pre Calendar year 2023 2024 2025 2026 2027 2028 2023 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 DBL STRATA * DBL DRIVE * AUSSIE * microDRIVE * Pooled CV CREDIBLE * Legend: Pre-activation (docs, CTA etc) Publication Submit
Slide 31: Surveillance Five-Year Clinical Studies Roadmap
SURVEILLANCE FIVE-YEAR CLINICAL STUDIES ROADMAP Pre Calendar year 2023 2024 2025 2026 2027 2028 2023 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 “The 1800”1 LOBSTER * OCTOPUS CAB2 Legend: Business case approved Publication Submitted Records review / follow-up * SIV DBL Database
Slide 32: Driving Clinical Value for Physicians, Hospitals and Payers
DRIVING CLINICAL VALUE FOR PHYSICIANS, HOSPITALS AND PAYERS COMPELLING CLINICAL EVIDENCE CHANGES CLINICAL PRACTICE, MEDICAL POLICY AND GUIDELINES STUDY TEST AND EVIDENCE PUBLICATION DATE (1) 1. STRATA Clinical Utility - CU of Triage Published May 2024 2. Automated RNA & DNA extraction - AV of Triage
Slide 33: Independent Studies Supplement Our Evidence Portfolio
INDEPENDENT STUDIES SUPPLEMENT OUR EVIDENCE PORTFOLIO HIGH IMPACT RESEARCH AT LOW COST INDEPENDENT STUDY FOCUS INSTITUTION TEST AND EVIDENCE TYPE PUBLICATION • Investigator initiated trials (IITs) are DATE1 Real World Utility of Triage in MH: A Matched Kaiser Permanente, US CU Triage (RWE) Q1 20262
Slide 34: Background on NMIBC and MIBC
BACKGROUND ON NMIBC AND MIBC • Bladder Cancer • An estimated 83,190 patients were diagnosed with bladder cancer in the USA in 2024 at an average age of 73 1 • Non-muscle invasive Bladder Cancer (NMIBC) • NMIBC tumors represent approximately 75% of the bladder cancer diagnoses each year (CIS, Ta and
Slide 35: NMIBC Standard of Care: Intervention and Surveillance
NMIBC STANDARD OF CARE: INTERVENTION AND SURVEILLANCE • NMIBC Standard of Care – Intervention • After NMIBC diagnosis, the standard intervention is a Trans-Urethral Resection of a Bladder Tumor (TURBT) • TURBT involves inserting a camera into the urethra and the use of small instruments like a wire
Slide 36: Sources and Assumptions - Total Addressable Market (US)
SOURCES AND ASSUMPTIONS - TOTAL ADDRESSABLE MARKET (US) REGION STATISTIC SOURCE Population 341,762,685 https://www.census.gov/popclock/ Presentation from Dr Sia Daneshmand (Director of Incidence of hematuria 7,000,000 Urologic Oncology and Clinical Research, USC) July 2019 Presentation from Dr Sia D
Slide 37: Sources and Assumptions - Total Addressable Market (Europe)
SOURCES AND ASSUMPTIONS - TOTAL ADDRESSABLE MARKET (EUROPE) REGION STATISTIC SOURCE 600,000,000 World-population - Europe Population World-population - Russia Incidence of hematuria 12,000,000 Science Direct Presentation from Dr Sia Daneshmand (Director of Referred for clinical workup 6,000,000 Urol
Slide 38: Sources and Assumptions - Total Addressable Market (APAC)
SOURCES AND ASSUMPTIONS - TOTAL ADDRESSABLE MARKET (APAC) REGION STATISTIC SOURCE 830,000,000World population - Southeast Asia Population Population Pyramid - Japan Population Pyramid - Hong Kong Incidence of hematuria 16,600,000Science Direct Presentation from Dr Sia Daneshmand (Director of 8,300,0
Slide 39: Key Clinical Advisors and Consultants
KEY CLINICAL ADVISORS AND CONSULTANTS Professor Yair Lotan, MD Associate Professor Katie Murray, DOMS, FACS Institution: UT Southwestern Medical Center Institution: NYU Langone Relationship: Consultant, CAB member, IIT PI, CT PI Relationship: Consultant, CAB member, Brief Bio: Published >500 article
Slide 40: Pacific Edge Board and Management
PACIFIC EDGE BOARD AND MANAGEMENT SIMON FLOOD DR PETER MEINTJES Chairman Chief Executive Officer Simon has spent more than 25 Peter is a molecular diagnostics and years in the global investment genomics leader focused on management industry having held nascent market development of senior Investment
Slide 41: For More Information
FOR MORE INFORMATION: Dr. Peter Meintjes Chief Executive Officer email: peter.meintjes@pelnz.com Grant Gibson Chief Financial Officer email: grant.gibson@pelnz.com Pacific Edge 87 St David Street, PO Box 56, Dunedin, New Zealand P +64 3 577 6733 Within NZ 0800 555 563 email: investors@pacificedge.co