Slide 1: Investor Presentation 2023
For personal use only INVESTOR PRESENTATION 2023 Memphasys Limited (ASX: MEM) April 2023 Better technology, more life 1
Slide 2: Disclaimer
DISCLAIMER For personal use only 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
Slide 3: Executive Summary
For personal use only EXECUTIVE SUMMARY Memphasys Limited (ASX: MEM) is an emerging small-cap reproductive biotechnology company. Founded in its value proposition ‘better technology, more life’, MEM’s primary aim is to grow long-term value for its shareholders through the development and commerciali
Slide 4: Value proposition underpinned by strong fundamentals
EXECUTIVE SUMMARY MEM’s value proposition is underpinned by strong fundamentals For personal use only Strong pipeline of unique, potentially company-making products, driven by a clear 1 market demand and offering distinct advantages over current industry practice World-class product R&D led by inter
Slide 5: Robust Pipeline of Core Products
EXECUTIVE SUMMARY Robust Pipeline of Core Products including devices, media & in vitro diagnostic solutions For personal use only FELIX™ System ROSA AI-Port OVERVIEW The patented Felix™ System is MEM’s ROSA, a novel Rapid Oxidative Stress AI-Port is a proprietary device comprising a first commercial
Slide 6: Financial Snapshot as at April 2023
EXECUTIVE SUMMARY Financial Snapshot as at 3 April 2023 For personal use only KEY DATA1 A$ OWNERSHIP STRUCTURE1 % Share price 0.018 Peters Investments 27.2 Shares on issue 959.5M A Goodall 19.6 Market capitalisation 17.2M A Coutts 8.8 Cash & cash equivalents2 2.1M Top 20 55.6 CONVERTIBLE NOTES Peter
Slide 7: Strategic Priority FY23 – FY25: Accelerate Commercialisation
EXECUTIVE SUMMARY Strategic Priority FY23 – FY25: Accelerate Commercialisation For personal use only BUILD BUSINESS IN LINE WITH INCREASED COMMERCIALISATION ACTIVITIES CORPORATE PEOPLE Business Recruitment ‾ Recent recruitments: Business Development & Sales Director; Operations Director1 ‾ For recru
Slide 8: Advantages of the Felix device over current sperm preparation
Felix™ Advantages of the Felix™ device over current sperm preparation processes for IVF CURRENT SPERM SELECTION PROCESSES For personal use only FELIX™ SYSTEM VERSUS DENSITY GRADIENT CENTRIFUGATION (DGC) One step, automated, desk-top console with disposable, Multi-step 30-40 min laboratory process si
Slide 9: Potential Felix global market opportunity exceeds A$630 million
Felix™ Potential Felix™ global market opportunity exceeds A$630 million1, 2 For personal use only GLOBAL GROWTH RATES IN HUMAN REPRODUCTION ARE ACCELERATING ‾ 2 – 6%: Europe (mature market) ‾ 6 – 8%: US, Australia & NZ ‾ 12 – 15%: Japan, China, India & Canada INFERTILITY RATES ARE ACCELERATING BUT T
Slide 10: Progress to date: global engagement with key opinion leaders
Felix™ Progress to date: global engagement with key opinion leaders and some early sales KOLS ARE RECOGNISED AS THE ESTEEMED PRACTITIONERS OF THE GLOBAL For personal use only IVF SECTOR & KEY REFERENCE POINTS FOR THE WIDER IVF COMMUNITY ON KEY OPINION LEADERS (KOLS) INDUSTRY INNOVATION & LEADERSHIP
Slide 11: Felix endorsed by leading global IVF clinics
Felix™ Felix™ endorsed by leading global IVF clinics For personal use only PUBLICATION OF PEER REVIEWED RESEARCH OF FELIXTM SYSTEM BY KEY OPINION LEADERS (KOL’s) IN GLOBALLY SIGNIFICANT JOURNALS SPERMATOZOA ISOLATION WITH FELIX™ A COMPARISON BETWEEN THE FELIX™ ELECTROPHORETIC SYSTEM OF SPERM OUTPERF
Slide 12: Felix Pathway to market CY 2023 – 2025
Felix™ Pathway to market CY 2023 – 2025 CLINICAL TRIALS, EARLY SALES & REGULATORY FILING PLANS For personal use only 1. China (in collaboration with MEM’s Chinese partner, Diagens Biotechnology) ‾ Submitted application for ‘fast track’ clearance ‾ Establish local clinical trials for regulatory filin
Slide 13: ROSA: rapid point-of-care test to measure oxidative stress
ROSA (Rapid Oxidative Stress Assay) Rapid, sensitive, accurate and novel point-of-care diagnostic test to measure oxidative stress For personal use only OXIDATIVE STRESS IS A SERIOUS IMBALANCE BETWEEN REACTIVE OXYGEN SPECIES & ANTIOXIDANT PROTECTION WITHIN THE BODY. THE IMBALANCE INCREASES WITH AGE
Slide 14: ROSA addresses diagnostic void in global fertility market
ROSA (Rapid Oxidative Stress Assay) Addresses diagnostic void in global fertility market OXIDATIVE STRESS IS A MAJOR CONTRIBUTOR TO HUMAN INFERTILITY For personal use only ‾ A known pre-cursor to sperm DNA damage, a leading cause of male infertility ‾ Major contributor to lack of conception, still b
Slide 15: ROSA Pathway to market
ROSA (Rapid Oxidative Stress Assay) Pathway to market CY 2023 – 2025 (indicative) For personal use only 1 REPRODUCTIVE SCIENCE RESEARCH MARKET VERIFICATION & INDICATIVE PLAN FOR KOL TESTING VALIDATION 1. Seek independent testing & publishing on ROSA’s accuracy 1. Completed ‘Proof of by KOLs (project
Slide 16: AI-Port: ambient temperature storage and transport of bull semen
AI-Port Potential to revolutionise storage & transport of bull semen at ambient temperature to improve bovine pregnancy rates For personal use only AI-PORT AIMS TO SUBSTANTIALLY IMPROVE PREGNANCY RATES CURRENT AI PREGNANCY RATES OF 40% OR LESS ARE COMMON WITH EASIER-TO-USE TECHNOLOGY FOLLOWING A SIN
Slide 17: AI-Port: potential to disrupt a substantial international market
AI-Port Potential to disrupt a substantial international market For personal use only AI USED EXTENSIVELY & INCREASINGLY IN ANIMAL BREEDING GLOBALLY ‾ AI provides substantial economic & animal welfare benefits ‾ Fastest way to improve genetic gain across cattle herds CANADA ‾ Introduces heritable tr
Slide 18: AI-Port Pathway to market 2023 – 2025
AI-Port Pathway to market 2023 – 2025 (indicative) For personal use only VERFICATION & VALIDATION 1. AI-Port prototype & medium ready for April field trial ‾ AI-Port to undergo ongoing optimisation & will require scale up to process 10 – 30 ml of extended semen (current prototype processes 1 ml) 2.
Slide 19: Board & Executive Team
CORPORATE Board & Executive Team For personal use only BOARD BALANCED MATRIX OF SKILLS / EXPERIENCE EXECUTIVE TEAM STRATEGY ‾ Highly-strategic & results-focused approach ‾ Strong entrepreneurial skills in building high-growth, technology-based businesses Robert Cooke Alison Coutts LEADERSHIP John Ai
Slide 20: Appendix
For personal use only APPENDIX 20
Slide 21: Felix Patents & Trademarks
Felix™ PATENTS & TRADEMARKS PATENTS MEMPHASYS REFERENCE APPLICANT COUNTRY TITLE CASE STATUS EXPIRY For personal use only Cell Separation Memphasys Limited US Cell Separation Granted (3 Jan 2012) 14-Jul-26 Electrophoresis Separation (CN) Memphasys Limited China Electrophoresis Device Granted (30 Aug
Slide 22: Felix How it works
Felix™ How it works For personal use only ALLOWS ION TRANSFER BUT BLOCKS SPERM PASSAGE RAW SEMEN PROCESSED SEMEN SEPARATES SPERM FROM OTHER CELL TYPES MATURE, NEGATIVELY CHARGED SPERM HARVESTED AFTER 6 MINS 22
Slide 23: AI-Port in vitro tests indicate improvement over current practice
AI-Port In vitro tests at UoN indicate AI-Port could greatly improve current practice For personal use only CURRENT PRACTICE AI-PORT FRESH SEMEN New bovine sperm long-life storage Although delivers higher pregnancy High medium developed rates, must be used within very FRESH EXTENDED AI-PORT SEMEN SE