Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Shareholder Meeting (November 2024)
14 slides from Lumos Diagnostics's shareholder meeting presentation, Nov 14, 2024
Slide 1: Lumos Diagnostics Holdings Limited Annual General Meeting
For personal use only Lumos Diagnostics Holdings Limited Annual General Meeting 14 November 2024 Financial information is shown in USD unless otherwise stated. lumosdiagnostics.com 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 (Company). The information contained in this document (“Document”) has been prepared by Lumos Diagnostics Holdings Limited (referred to as “
Slide 3: Board of Directors
Board of Directors For personal use only Sam Lanyon Doug Ward Bronwyn Le Grice Lawrence Mehren Catherine Robson Non-Executive CEO and Non-Executive Non-Executive Non-Executive Chair Managing Director Director Director Director 3
Slide 4: Summary of Achievements
Summary of Achievements Signed US$14.7 million IP and Development Agreements with leading women’s heath company Hologic – inline with For personal use only strategy to focus on point-of-care women’s health market FebriDx & ViraDx achieve US FDA clearance. Sales commence in the US FebriDx distributio
Slide 5: Financials Summary (to September)
Financials Summary (to 30 September) (Quarterly, US$ in thousands) REVENUE ($’000) REVENUE MIX NET CASH GENERATION ($’000)* For personal use only 100% $4,340 $3,117 $4,025 $3,421 80% $2,012 60% $1,655 40% $1,111 20% 0% Q1FY24 Q2FY24 Q3FY24 Q4FY24 Q1FY25 -$2,777 -$2,763 -$2,791 Q1FY24 Q2FY24 Q3FY24 Q
Slide 6: Post Reporting: Equity Raising of A$10m Successfully Completed – Oct 2024
Post Reporting: Equity Raising of A$10m Successfully Completed – Oct 2024 Key highlights For personal use only Successfully completed A$10.0m equity raising at A$0.038 per share on 8 October Uses of Funds 2024, including: A$3.1m institutional component; and Offer Costs FebriDx CLIA A$6.9m reta
Slide 7: FebriDx Update
FebriDx Update • Reimbursement amount: PLA code update • Positive momentum - CMA Panel presentation in June was For personal use only well received, final decision expected December 2024 with publishing date of January 2025 • Partnerships • 27 FebriDx partnerships to-date through to Q1 FY25: regiona
Slide 8: ViraDx – Point-of-Care test for key respiratory infections
ViraDx – Point-of-Care test for key respiratory infections ViraDx highly relevant POC test for post-pandemic environment: For personal use only • SARS-CoV-2 pandemic increased consumer and healthcare point- of-care testing • ViraDx is a 3-in-1 test for COVID-19/Flu A/Flu B ViraDx regulatory and comm
Slide 9: Lumos Product Roadmap | Women's Sexual Health - $10B
Lumos Product Roadmap | Women’s Sexual Health - $10B For personal use only 1-2 DAYS PREVALENCE CLINICAL NEED POC DIAGNOSTIC NEED 30-40% of women Multiple infectious organisms Rapid testing on site >10M heath care visits annually Similar symptoms Identify & treat at patient visit Different treatments
Slide 10: Hologic - Strategic Partnership
Hologic - Strategic Partnership Historic relationship with Lumos <> Hologic – working together at multiple levels US$10m IP Agreement For personal use only • Multiple services contracts signed during FY2023 payment received • Two new agreements signed in FY24 for the development of an improved ver
Slide 11: Hologic - fFN product development overview and opportunity
Hologic - fFN product development overview and opportunity Current test: Rapid fFN TLiQ Hologic – the opportunity ahead For personal use only Verification and validation Clinical study Next generation test concept (mock-up) Manufacturing Second test development and IP 11
Slide 12: Service Partnerships - Other
Service Partnerships - Other Burnet Diagnostics Initiative Health & Environmental Monitoring For personal use only • Extension of agreement with the Burnet • Lumos completed pivotal pre-clinical study for Diagnostics Initiative (BDI) to manufacture a Aptatek Biosciences to demonstrate in field use a
Slide 13: Priority Catalysts for Growth
Priority Catalysts for Growth For personal use only Monetize the Lumos-owned, cleared point-of-care test products: FebriDx and ViraDx, through sales, licenses and partnerships With a strong pipeline of projects & partnerships Complete a successful CLIA waiver trial for FebriDx in the US, and and bal
Slide 14: www.lumosdiagnostics.com
For personal use only www.lumosdiagnostics.com 14
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