Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Q2 FY26 Earnings Presentation
21 slides from Lumos Diagnostics's earnings presentation, Feb 3, 2026
Slide 1: Lumos Diagnostics Holdings Limited Q2 FY26 Presentation
For personal use only Lumos Diagnostics Holdings Limited Q2 FY26 Presentation 3 February 2026 Financial information is shown in USD unless otherwise stated. www.lumosdiagnostics.com © Lumos Diagnostics . All rights reserved. 1
Slide 2: Disclaimer and Important Information
Disclaimer and Important Information This presentation (Presentation) has been prepared solely for informational purposes by Lumos Diagnostics Holdings Limited representation, as to the past, present or the future. Past performance is not necessarily a guide to future likelihood of For personal use
Slide 3: Lumos develops, manufactures and distributes innovative diagnostic products
For personal use only Lumos develops, manufactures and distributes innovative diagnostic products – delivering actionable information, in real time, at the point-of-care. © Lumos Diagnostics , all rights reserved 3
Slide 4: Investor Takeaways
Investor Takeaways For personal use only First in Class Product FebriDx® Nearing Major Transformational US$317M (A$487M) > US$1.0 Billion p.a. TAM for FebriDx US Breakthrough Distribution Deal • CLIA waiver unlocks >80M patient interactions • CLIA waiver study exceeded performance targets • With PHA
Slide 5: Lumos Business Overview
Lumos Business Overview For personal use only COMMERCIAL SERVICES PRODUCTS Development Contract manufacturing FebriDx® Women’s Health People and Capability drive value - able to leverage R&D, IP, manufacturing scale, medical, quality and regulatory skillset across Lumos’ Products and Commercial Serv
Slide 6: Financials Summary – Quarterly
Financials Summary – Quarterly - In Line with Expectations (Quarterly, US$ in thousands) Revenue ($’000) Revenue Mix Net Cash Generation ($’000)* For personal use only 100% $3,470 $3,363 $1,535 $2,885 $2,757 80% $2,625 60% 40% -$1,583 -$1,465 20% -$1,979 0% Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q2FY25
Slide 7: Products Division
For personal use only Products Division
Slide 8: FebriDx Recent Achievements
FebriDx Recent Achievements Journey To Transform The Practice Of Medicine For personal use only Study Future Anticipated completed and Events submitted to FDA Phase deal By end Q1 CY2026 valued at FDA grant of CLIA waiver US$317m over 6 anticipated years with CLIA waiver & MOQs Aug 2025 CLIA waiver
Slide 9: The Unmet Medical Need – Respiratory Infections in Primary Care
The Unmet Medical Need – Respiratory Infections in Primary Care “Patients want answers. Doctors need certainty. FebriDx® delivers both.” For personal use only FebriDx® Supports Antibiotic Stewardship and Combats Antimicrobial Resistance >99% Accuracy for ruling out bacterial infection >90% Accuracy
Slide 10: FebriDx® market opportunity in the U.S. > $1 Billion
FebriDx® market opportunity in the U.S. > $1 Billion A CLIA waiver grant enables facilities (e.g., physician offices, stand alone urgent care centers) to perform diagnostics without laboratory oversight For personal use only MODERATE COMPLEXITY LIMITATION CLIA WAIVER EXPANDS ADDRESSABLE MARKET Poten
Slide 11: FebriDx® CLIA waiver Study Update
FebriDx® CLIA waiver Study Update BARDA partnership agreement announced in October 2024 • BARDA partnership agreement: non-dilutive funding of US$3.0 million For personal use only committed to support CLIA waiver study (US$2.5 million received so far, balance of US$0.5 million due on grant of CLIA w
Slide 12: FebriDx Paediatric Study Update
FebriDx Paediatric Study Update • FebriDx® is currently FDA-cleared for use in patients aged 12- For personal use only 64 years presenting to urgent care or emergency care settings for evaluation of acute respiratory infection • In late October 2025, Lumos commenced the FebriDx® paediatric study in
Slide 13: The path to commercial adoption
The path to commercial adoption For personal use only Clinical Economic Operational Benefit Benefit Efficiency Only test that distinguishes Reimbursed under PLA code Easily integrated alongside between bacterial and at $41.38 per test, creating COVID/Flu combo tests without non-bacterial acute respi
Slide 14: FebriDx IP
FebriDx IP R Lumos FebriDx Patents For personal use only • 59 FebriDx patents, 4 patent families On-strip cell lysis • Blood cell lysis chemical formulation • 17 countries • Detection of intracellular and extracellular biomarkers • 50 granted, 9 pending • Core MxA/CRP patent life in USA to 2038 Bact
Slide 15: Lumos Future Products
Lumos Future Products Women’s Sexual Health - $10B For personal use only 1-2 DAYS Prevalence Clinical Need POC Diagnostic Opportunity Affects 30%-40% of women globally. Multiple infectious organisms. Rapid & accurate testing close to the >10M heath care visits annually in the US Similar symptoms / h
Slide 16: Lumos Product Roadmap | Women's Sexual Health
Lumos Product Roadmap | Women’s Sexual Health CURRENT - DISTRIBUTION FUTURE - LUMOS POC PRODUCTS GYN CLINIConly Revenue & Market Learning Pathogen Detection | Visual & Reader Interpretation URGENT CARE For personal use & Lumos – As a Distributer Lumos Products – Visual Read Lumos Products on Lumos R
Slide 17: Commercial Services Division
For personal use only Commercial Services Division © Lumos Diagnostics . All rights reserved. 17
Slide 18: How we add value to partners
How we add value to partners We work with partners through the whole diagnostic product development cycle, then provide support once their products are in market. For personal use only Customer launch and support Manufacture Clinical studies Verification and validation of requirements Conduct feasib
Slide 19: Commercial Services - Partnership Examples
Commercial Services - Partnership Examples Hologic – Fetal Fibronectin (fFN) Aptatek – PKU in-home monitoring For personal use only • fFN is a biomarker indicating a heightened risk of pre-term • PKU affects 1 in 12,000 newborns, leading to neurological delivery and is the largest segment of the pre
Slide 20: Key Priorities
For personal use only Key Priorities FDA decision on the CLIA Implement agreement with Progress FebriDx paediatric Deliver on Hologic fFN Progress to formal product waiver for FebriDx® is PHASE Scientific, advance study – fully funded with development milestones - development on the first expected b
Slide 21: Thank You
For personal use only Lumos Diagnostics Holdings Limited Investor Briefing Thank You www.lumosdiagnostics.com © Lumos Diagnostics . All rights reserved. 21
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