Vitrafy Life Sciences Ltd. · ASX:VFY
Vitrafy Life Sciences — Non-Deal Roadshow (October 2026)
31 slides from Vitrafy Life Sciences's roadshow presentation, Oct 7, 2026
Slide 1: Investor Roadshow Presentation
ASX ANNOUNCEMENT 7 October 2026 For personal use only Investor Roadshow Presentation Vitrafy Life Sciences Ltd (“Vitrafy” or “the Company”) (ASX: VFY) advises that its Managing Director and CEO, Brent Owens, and Chief Financial Officer, Simon Martin, will undertake a non-deal investor roadshow Sydne
Slide 2: Pioneering Technology, Preserving Life
Vitrafy Life Sciences rsonal use only Pioneering Technology, Preserving Life. Building the foundational infrastructure for the global biologics economy. October 2026 Investor Roadshow ASX: VFY | October 2026 | vitrafy.com | Strictly Private & Confidential
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation is provided by Vitrafy Life Sciences the information contained in this presentation Not financial product advice reasonable, and are not guarantees Limited (ACN 622 720 254) (the Company). or otherwise arising in connection with it. Reliance should n
Slide 4: Company Highlights
Company Highlights Foundational infrastructure for the global biologics economy. Cryopreservation-as-an- Step-Change in Scientific rsonal use only Critical Market Need Ecosystem Outcomes • End-to-end cryopreservation solution • Exceeds several existing guidance • End-of-life products driving replace
Slide 5: Execution of Key Milestones
HIGHLIGHTS Execution of Key Milestones Vitrafy has executed across product, market development and operations since listing. rsonal use only Market Product Financial Commercial Partnerships Delivered Guardion & LifeChain Delivered $41.2m Total cash and term deposits as at 30 June 2026 USAISR Platele
Slide 6: Scientific Validation, Commercial Momentum
HIGHLIGHTS Scientific Validation, Commercial Momentum A year of scientific validation converted into partnerships, revenue and developing capacity. rsonal use only 94.4% 7 ~179 10 Post-thaw platelet recovery — Partnerships signed across three U.S. blood collection sites, exposure First Guardion unit
Slide 7: Operational Progress
rsonal use only Operational Progress 06
Slide 8: Blood: Validation & Commercial Traction
OPERATIONAL PROGRESS Blood: Validation & Commercial Traction USAISR-validated performance converted into first civilian blood-network agreement. rsonal use only USAISR Q1 FY26 Blood validation expanded 94.4% Study I results co-presented at AABB Conference; U.S. Study II platelet program commenced. M
Slide 9: CGT: Pipeline Development
OPERATIONAL PROGRESS CGT: Pipeline Development From market launch to an advancing pipeline - approaching with first partnership secured. rsonal use only 1 Building the pipeline Ongoing CGT prioritised for U.S. launch; business development and prospective partner U.S. Cell & Gene Therapy conversation
Slide 10: Animal Reproduction
OPERATIONAL PROGRESS Animal Reproduction FY26 saw continued validation across new and existing partners in animal reproduction. rsonal use only Animal health revenue (A$) Commercial growth $180,000 $160,000 • Global partnership secured with IMV Technologies to co- $140,000 develop a global go-to-mar
Slide 11: Product: Delivery
OPERATIONAL PROGRESS Product: Delivery Guardion freezing device and LifeChain software delivered in FY26, with key regulatory milestone work commenced. rsonal use only Guardion freezing device • Successful transition from design concept into Research Use Only (RUO) device manufacturing. • First manu
Slide 12: Product: Regulatory Approval
OPERATIONAL PROGRESS Product: Regulatory Approval Guardion and LifeChain have achieved significant development milestones, with FDA Medical Device listing expected 1H FY27. rsonal use only Milestone → Commenced → FY27 Research Use Validation & Verification Medical Device (medical device preparation
Slide 13: Product: Manufacturing
OPERATIONAL PROGRESS Product: Manufacturing Scaling manufacturing ahead of commercial adoption and regulatory approval. rsonal use only Guardion Manufacturing Schedule 12 30 Fleet & device builds 10 25 • 10 units built across FY26 — used in testing, Devices Built per Quarter Cumulative Devices Built
Slide 14: U.S. Operations
OPERATIONAL PROGRESS U.S. Operations U.S. foundations have been established to support growth into FY27. rsonal use only U.S. customer demonstration site active Key leadership hires across commercial and scientific functions First product reveal at a U.S. conference Onboarding, training and customer
Slide 15: Critical Market: Blood
MARKET CONTEXT rsonal use only Critical Market: Blood Two critical structural problems, demanding immediate market change. 18
Slide 16: Rising Demand, Constrained Supply
CRITICAL MARKET: BLOOD Rising Demand, Constrained Supply Demand is rising and supply is tightening. The gap is structural, not cyclical. rsonal use only Supply constrained Supply Demand Constrained Rising Declining Donation Rate 40% decline over last 20 years Ageing Population More transfusions per
Slide 17: A Blood Crisis
CRITICAL MARKET: BLOOD A Blood Crisis American Red Cross declared a blood “crisis” rsonal use only due to lack of supply – the second time this has occurred in its 150-year history – July 2026 Source: https://www.redcross.org/about-us/news-and-events/press-release/2026/red-cross-declares-national-bl
Slide 18: Demand Rising
CRITICAL MARKET: BLOOD Demand Rising Demographics are pulling demand up as supply flatlines — the case for preservation, yield and inventory. rsonal use only 135 125 +30% Increase in population aged 65+ since 2013 115 Index (2013 = 100) 105 +6% 95 Gross U.S. population increase since 2013 85 75 −19%
Slide 19: Supply Constrained
CRITICAL MARKET: BLOOD Supply Constrained Two structural blood-market failures pose significant risk to supply as demand increases. rsonal use only PROBLEM 1 PROBLEM 2 Chronic Platelets Shortages End-of-Life Technology • Short shelf life leads to significant wastage - the US loses ~US$250m in • The
Slide 20: Solving Increasing Supply Issues
CRITICAL MARKET: BLOOD Solving Increasing Supply Issues The goal: turn blood from an on-demand perishable product into a stable, consistent inventory asset. rsonal use only TODAY: A Perishable Supply Chain THE GOAL: An Inventory System U.S. annual collection volume — units (millions) Wastage recover
Slide 21: Vitrafy Market Strategy
CRITICAL MARKET: BLOOD Vitrafy Market Strategy A deliberate and targeted market entry strategy to unlock both military and civilian markets. rsonal use only FY24–FY26 → FY26 → FY27+ EXPANSION Targeting industry-wide Military scientific validation Unlock civilian market adoption Civilian and military
Slide 22: The U.S. Blood Collection Network
CRITICAL MARKET: BLOOD The U.S. Blood Collection Network Concentrated blood supply networks, with a small number representing a material market opportunity. rsonal use only U.S. Blood Collection Network* Blood network concentration 1200 Over 1,000 fixed collection sites operate across the U.S. Examp
Slide 23: Establishing a Commercial Beachhead
CRITICAL MARKET: BLOOD Establishing a Commercial Beachhead Moving into FY27, Vitrafy has established a commercial beachhead it is looking to scale. rsonal use only U.S. Blood Collection Market - Total Addressable Market 100% Blood network partnerships secured 90% Independent Collection Centres 80% 7
Slide 24: Outlook
rsonal use only Outlook Multiple, upcoming value inflection points. 27
Slide 25: Value Creation Roadmap
OUTLOOK Value Creation Roadmap Milestone-driven value creation across FY27, with near-term catalysts in both regulated and unregulated markets. rsonal use only COMPLETE FY27 — CLEAR MILESTONES AHEAD Ecosystem validated FDA approvals · land & expand · broad-scale • Product launch and U.S. arrival ado
Slide 26: Cryopreservation is broken. Vitrafy is the fix.
ASX: VFY | THE WINDOW IS NOW Cryopreservation is broken. rsonal use only Vitrafy is the fix. Validated technology Clear market need 94.4% post-thaw recovery, best-in-class — a A forcing event: no approved alternative, ahead of competitive advantage and moat. the 2027 deadline. Tailwind: growth in pe
Slide 27: Appendix
rsonal use only Appendix 26
Slide 28: Essential Science, Ageing Infrastructure
CRYOPRESERVATION Essential Science, Ageing Infrastructure Cryopreserving biological materials underpins modern healthcare —current market technology has largely unchanged since the rsonal use only 1960s. WHAT IT IS THE CURRENT STATE Holding biology at ultra-low temperature Isolated Blind The stand-a
Slide 29: Cryopreservation-as-an-Ecosystem
THE PLATFORM Cryopreservation-as-an-Ecosystem One integrated platform — hardware, software and consumables — that embeds, then expands. rsonal use only QUALITY DRIVER DATA MOAT ECOSYSTEM CONNECTION REVENUE DRIVER Guardion LifeChain Thawing Consumables LN2-free controlled-rate freezer — the Cloud orc
Slide 30: Recurring Revenue Model
Recurring Revenue Model Recurring managed-service economics that compound with every installed device. rsonal use only Installed Device Count > Recurring Monthly Service Fee + Consumable fee 01 02 03 Managed Service Smart Consumables Compounding Moat HARDWARE + SOFTWARE + SERVICE PER-CYCLE REVENUE S
Slide 31: Priority Verticals Strategies and Catalysts
Priority Verticals Strategies and Catalysts One solution, multiple go-to-market applications. Vitrafy has prioritised three areas. rsonal use only Animal Reproduction Blood Cell & Gene Therapy ▪ Food security and production ▪ Technology obsolescence ▪ Requires standardisation Growth ▪ Increased beef
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