Vitrafy Life Sciences Ltd. · ASX:VFY
Vitrafy Life Sciences — H1 2026 Earnings Presentation
35 slides from Vitrafy Life Sciences's earnings presentation, Feb 4, 2026
Slide 1: Financial Results Presentation 1H FY26
Financial Results Presentation 1H FY26 4 FEBRUARY 2026 Vitrafy Life Sciences Limited (ASX: VFY) ACN 622 720 254 vitrafy.com Strictly Private & Confidential 1
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation is provided by Vitrafy Life Sciences Limited (ACN 622 720 254) (the Company). Eligible recipients Statements in this presentation are made only as at the date of this presentation and the information This presentation is provided to you as an investo
Slide 3: Important Notice and Disclaimer (cont.)
Important Notice and Disclaimer (cont.) Not financial product advice Forward-looking statements speak only as at the date of this presentation and to the full extent Reliance should not be placed on the information or opinions contained in this presentation. permitted by law, the Company and its res
Slide 4: Today's Presenters
Today’s Presenters Brent Owens Simon Martin Managing Director and Chief Executive Officer Chief Financial Officer . 4
Slide 5: 1H FY26 Outlook Recap
1H FY26 Outlook Recap Market development Technology development Capture global commercial animal Unregulated product reproduction opportunities - launch H1 FY26 – DELIVERED DELIVERED Vitrafy outlined a clear execution plan at the Expand paid human Medical Device product launch H2 health collaboratio
Slide 6: 1H FY26 Continued Delivery on IPO Commitments
1H FY26 Continued Delivery on IPO Commitments Operational Highlights Market Technology development development Financial position Strategic commercial agreement executed with IMV Technologies Guardion and LifeChain delivered on time and on budget $22.8m Phase 2 U.S. platelet study commenced; strong
Slide 7: Results and Operational Overview
1 Results and Operational Overview 7
Slide 8: H1 Achievement Summary
H1 Achievement Summary Strategic commercial agreement executed with a global leader in animal health and assisted reproductive technologies. Phase 1 blood platelet trials completed with the U.S. Military generating commercial interest for civilian applications. Guardion cryopreservation freezer unit
Slide 9: Operational Highlights – Animal Health Commercialisation
Operational Highlights – Animal Health Commercialisation Animal Commercialisation Strategy • Partnership with global leader for the highly concentrated animal reproduction space. • Develop a combined market offering that 12-month, revenue generating aids market adoption and scale. commercial agreeme
Slide 10: Operational Highlights – Animal Health Commercialisation
Operational Highlights – Animal Health Commercialisation The Agreement Workstreams • 12-month exclusive, strategic collaboration • During the 12-month term, Vitrafy and to co-develop a market-ready solution that IMV will undertake: leverages strengths. • development and go-to-market testing • Revenu
Slide 11: Operational Highlights – Blood & Blood Products
Operational Highlights – Blood & Blood Products • Following on from the successful Phase I trials with the U.S. Army Institute of Surgical Research, Phase II studies of blood platelet freezing was commenced during the half. • Joint development of the statement of works for the testing program with t
Slide 12: Operational Highlights – Product Delivery
Operational Highlights – Product Delivery Major operational milestone achieved with first operational Guardion device delivery. Hardware and software projects on- time and budget. Vitrafy delivered its Build out of first batch of 4 devices for commercial use completed. go-to-market Guardion freezer
Slide 13: Operational Highlights – U.S. Operational
Operational Highlights – U.S. Operational • Key sales, marketing and commercial operations people appointments. • US headquarters in Irvine California provides U.S. team with a venue to conduct in-person demos. • Guardion freezer unit in market. U.S. go-to-market Upcoming Milestone commercialisation
Slide 14: Vitrafy Ecosystem, Market and Customer Proposition
2 Vitrafy Ecosystem, Market and Customer Proposition 14
Slide 15: One Solution, Multiple Go-to-Market Applications
One Solution, Multiple Go-to-Market Applications Vitrafy’s Animal Reproduction Blood & Blood Products Cell & Gene Therapies cryopreservation ecosystem has Why broad applicability Global Scale Critical & growing need Rapid growth across biological Global Scale Needs solutions materials. Critical for
Slide 16: Vitrafy cryopreservation ecosystem delivers customer value at the solution level
Vitrafy cryopreservation ecosystem delivers customer value at the solution level. Guardion Cryopreservation Freezer Unit LifeChain Software Orchestration Platform Vitrafy Thawing Units Vitrafy Smart Consumables 16 16
Slide 17: Vitrafy cryopreservation ecosystem delivers customer value at the solution level
Vitrafy cryopreservation ecosystem delivers customer value at the solution level. Legacy cryopreservation technology: • Isolated Technology: Stand alone cryopreservation unit is the current standard. • No intelligence or insight: Data capture and analytics to support GMP compliance and FDA approvals
Slide 18: Product – Guardion Value Proposition
Product – Guardion Value Proposition Legacy Hardware Vitrafy Guardion ▼ Manual, operator dependent Controlled & tailored cryopreservation ▼ Limited intelligence Automated & Intelligence ▼ Limited throughput Continuous Throughput ▼ Slow and inconsistent freeze cycles (hours) Rapid processing times <5
Slide 19: Product – LifeChain Value Proposition
Product – LifeChain Value Proposition Standardisation: Facilitates the standardisation of quality outcomes ensuring consistency LifeChain delivers across multiple sites. quality control across Auditability: Chain of the pre-clinical, clinical command functionality ensures and commercial supply workf
Slide 20: Commercialisation
3 Commercialisation 20
Slide 21: Value creation
Value creation Across FY26, Vitrafy has a clear, milestone-driven roadmap to unlock and accelerate commercial adoption across unregulated and regulated markets First batch of 4 commercial Product launch units delivered Guardion arrives in the U.S. Outbound Sales & Marketing Program FDA device regist
Slide 22: Commercialisation Approach Reminder
Commercialisation Approach Reminder Business Development Term Sheet & Detailed Program Negotiation & Formal Collaboration Vitrafy has adopted a Optimisation Formalised (client testing & staged pipeline to integration) commercial relationship progress its innovative technology with Business Case & Ne
Slide 23: Commercialisation – Business Model
Commercialisation – Business Model Managed service model supporting LifeChain and customer education captures value beyond individual units. For a recurring monthly fee, users get access to the Vitrafy ecosystem: • Hardware • Software • Support Guardion Cryopreservation Freezer Unit LifeChain Softwa
Slide 24: Commercialisation – Device Supply
Commercialisation – Device Supply Investing in a small production batch of Guardion freezer units to enable early commercial deployments, in partnership with Planet Innovation. 16 30 14 Cumulative Guardion Supply 25 Quarterly Guardion Builds 12 20 10 8 15 6 10 4 5 2 0 0 Q2 Q3 Q4 Guardion Builds per
Slide 25: Commercialisation – Manufacturing Capability
Commercialisation – Manufacturing Capability With our partner, Planet Innovation, Vitrafy is investing in an outsourced, • U.S manufacturing line currently being established. commercial manufacturing capability to deliver supply • Cost reduction benefits associated with in- of the Guardion device co
Slide 26: Financial Results 1H FY26
4 Financial Results 1H FY26 26
Slide 27: Consolidated Statement of Profit & Loss
Consolidated Statement of Profit & Loss Summary 31 December 2025 31 December 2024 Commentary: • Sales revenue, driven by expansion of Huon fertilisation Sales revenue 8,868 7,704 program. Other income 1,975,542 680,000 • ~$1.9m IGP grant earned, $1.9m recorded as revenue Total income 1,984,410 687,7
Slide 28: Consolidated Statement of Financial Position
Consolidated Statement of Financial Position Commentary: Summary 31 December 2025 30 June 2025 • $22.8m cash and liquid assets on hand, Cash and term deposits 22,798,717 29,595,467 including $10.1m in term deposits. Receivables & prepayments 355,875 672,632 • Cash runway forecast through to CY2027 R
Slide 29: Cash Flow
Cash Flow Summary 31 December 2025 30 December 2024 Commentary: Receipts from customers and other income 57,553 41,163 • Receipts from customers relates to the aquaculture work completed as part of the May Payments to suppliers and employees (9,185,153) (6,122,800) 2025 cryopreservation process cond
Slide 30: Outlook
5 Outlook 30
Slide 31: Outlook
Outlook Vitrafy remains focussed on executing commercialisation agreements in our target market of North America and with our partner in the animal reproduction application, IMV Technologies. • The Company will be focussed on: • Expand and converting new & existing customer pipeline opportunities in
Slide 32: Appendix
Appendix 32
Slide 33: Market – Blood Platelets Use Case
Market – Blood Platelets Use Case The Vitrafy cryopreservation ecosystem: The need: Blood platelets play a vital role in stopping bleeding and with high quality, available supply to Vitrafy’s cryopreservation platelets essential in life-saving trauma situations. ecosystem proposition is Legacy cryop
Slide 34: Market – Blood Platelets Use Case
Market – Blood Platelets Use Case The USAISR phase 1 study not only exceeded all regulatory and industry standards but highlighted the game-changing market opportunity. Problem Vitrafy solution Current industry standards Game changing outcomes >50 25 5 >88 2 >2 % mins days % mins years Wash step No
Slide 35: Market – Cell and Gene
Market – Cell and Gene The need: Patient recovery time is required between cell collection and treatment due to the extraction burden. Legacy cryopreservation technology: Inherent consistency and scalability •Standardised, automated processes that improve limitations undermine reliable cell and batc
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