Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Investor Presentation (June 2026)
26 slides from Lumos Diagnostics's investor presentation, Jun 11, 2026
Slide 1: Lumos Diagnostics Holdings Limited Investor Webinar
For personal use only Lumos Diagnostics Holdings Limited Investor Webinar 11 June 2026 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 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: Highly experienced board and management team
Highly experienced board and management team For personal use only The Lumos board and management team has a proven track record in commercialisation of medical technology Sam Lanyon Bronwyn Le Grice Lawrence Mehren Catherine Robson Doug Ward Barrie Lambert Sacha Dopheide, PhD Paul Kase Non-Executiv
Slide 5: The respiratory infection testing problem
The respiratory infection testing problem Similar symptoms make it difficult to distinguish viral from bacterial infections, leading to precautionary antibiotic overprescription by doctors. For personal use only The respiratory infection testing problem… Antibiotics are being overprescribed in the U
Slide 6: Our solution: FebriDx, a simple microbial infection test
Our solution: FebriDx® | a simple microbial infection test FebriDx® can rapidly identify patients who have a microbial infection1 and, if positive, determine if that infection is caused by a viral or bacterial pathogen after 10 minutes For personal use only What is FebriDx®? What has it achieved?2 F
Slide 7: This CLIA grant expands our commercialisation options
This CLIA grant expands our commercialisation options It is clear that the two key US market opportunities for testing are in urgent care and primary care sites, these have formed our target sites as we continue commercialisation of FebriDx® For personal use only US market opportunities in acute res
Slide 8: Influenza testing as a benchmark for ARI market sizing
Influenza testing as a benchmark for ARI market sizing For personal use only ACUTE RESPIRATORY INFECTION (ARI) UNIVERSE INFLUENZA TESTING BENCHMARK A broad and fragmented set of respiratory infections ✓ Lab-confirmed ARI ✓ Routinely reported COVID-19 Flu Pneumonia ✓ Consistently tracked RSV Sinusiti
Slide 9: Estimated US flu illnesses - by month
Estimated US flu illnesses - by month US flu season starts ramping up in November and runs from moderate-high through to end of March For personal use only Source: CDC, Flu Season (flu activity usually peaks between December and February); CDC, Influenza Activity in the United States during the 2024
Slide 10: Commercial Strategy
For personal use only Commercial Strategy Push + Pull + Prove Framework | Tier 1 Urgent Care Account Focus
Slide 11: Partner ecosystem accelerates commercial adoption
Partner ecosystem accelerates commercial adoption Lumos, Phase Scientific, AcuityMD, and PRO-spectus working in concert For personal use only Lumos Diagnostics Product Owner & Manufacturer PHASE Scientific Exclusive 6-Year U.S. Distributor Product manufacturing & quality control National exclusive d
Slide 12: FebriDx - Three pillars of commercial adoption
FebriDx® - Three pillars of commercial adoption All three pillars validated and in place; commercial readiness confirmed For personal use only #1 Clinical Benefit #2 Economic Benefit #3 Operational Efficiency Only POC test distinguishing bacterial vs. non- Reimbursed via PLA code 0442U at $41.38/tes
Slide 13: FebriDx US commercialization strategy
FebriDx® US commercialization strategy Push + Pull + Prove framework to focus resources, create demand, and validate adoption For personal use only PUSH PULL PROVE 1 Push 2 Pull 3 Prove 13 © Lumos Diagnostics Holdings Limited | Investor Webinar — June 2026
Slide 14: FebriDx US commercialization strategy (cont'd)
FebriDx® US commercialization strategy (cont’) Push + Pull + Prove: focused resources, targeted demand creation, disciplined measurement For personal use only Push Pull Prove Focus Sales Resources Create Awareness & Demand Measure & Adjust Fast Account teams on Tier 1 and 2 high-value urgent Pull-th
Slide 15: Market concentration matters
Market concentration matters Top 100 operators control 40% of urgent care sites For personal use only Source: Journal of Urgent Care Medicine, 1 April 2025 15 © Lumos Diagnostics Holdings Limited | Investor Webinar — June 2026
Slide 16: Top Urgent Care Groups - Tier
Top 50 Urgent Care Groups — Tier 1 Ranked by total U.S. sites | Source: Journal of Urgent Care Medicine 2025 | Hospital affiliation count shown in teal where applicable Hosp. Hosp. # Corporate Entity Sites HQ City / State # Corporate Entity Sites HQ City / State Aff. Aff. 1 American Family Care 403
Slide 17: Commercial Traction
For personal use only Commercial Traction Two Months Post-CLIA Waiver: Early Indicators Show Strong Momentum
Slide 18: FebriDx Q2 CY2026 key sales milestones & events
FebriDx® Q2 CY2026 — key sales milestones & events Lumos, Phase Scientific, AcuityMD, and PRO-spectus working in concert For personal use only Henry Schein Urgent Dr. Brian Bobb, Senior McKesson National American College Care Conference Medical Officer, Sales Conference Health Association Orlando, F
Slide 19: FebriDx expanding momentum across industry events
FebriDx® expanding momentum across industry events For personal use only Henry Schein National Sales Meeting UCA Amplify Conference McKesson National Sales Conference Orlando, FL · Apr 5–7, 2026 Chicago, IL - Apr 11–14, 2026 Orlando, FL · May 11–14, 2026 FebriDx® showcased alongside Phase Scientific
Slide 20: FebriDx adoption momentum
FebriDx® adoption momentum Building evidence for clinical utility, operational efficiency, and economic value ahead of the 2026/27 respiratory season For personal use only Clinical Utility Operational Efficiency Economic Value 99% NPV to rule out bacterial ARI (JAMA ~1-min hands-on, 10-min result —
Slide 21: Reimbursement is working
Reimbursement is working PLA code 0442U is performing above benchmark - reimbursement traction validated in the field For personal use only >90% $41.38 Claims Paid Medicare Benchmark Paid claim rate on submitted FebriDx tests PLA code 0442U (CMS 2025 clinical lab fee schedule) Above Benchmark 100% M
Slide 22: WellStreet Urgent Care - flagship account case study
WellStreet Urgent Care — flagship account case study Pilot success drives nationwide rollout across 165+ U.S. locations — traction ahead of timeline For personal use only CLIA Waiver Rollout — 44 Sites (Pilot + Initial Expansion) Pathway to Full 165-Site Rollout Phase 1 Atlanta pilot: ~50 ARI patien
Slide 23: Pipeline Outlook & Catalysts
For personal use only Pipeline Outlook & Catalysts Positioned for the 2026/27 Respiratory Season © Lumos Diagnostics Holdings Limited | Investor Webinar — June 2026
Slide 24: Commercial leading indicators dashboard
Commercial leading indicators dashboard For personal use only >90% payment >100 195,000 18 coverage @ >$41.48 Live sites States with Number of flu tests Claim coverage and reimbursement value (trained & ordering) ordering sites Expected slower ramp at low ARI season A useful comparator for FebriDx S
Slide 25: FebriDx - The Lumos investment case
FebriDx® — The Lumos investment case Unique asset. Proven evidence. Commercial infrastructure in place. Traction ahead of plan. For personal use only 1 Large, Unlocked Market 2 Unique Clinical Differentiation ~270k CLIA-waived U.S. sites now accessible. Urgent Care (14k sites) Primary Only POC test
Slide 26: Thank You
For personal use only Thank You Lumos Diagnostics Holdings Limited | ASX: LDX ir@lumosdiagnostics.com · lumosdiagnostics.com This presentation contains forward-looking statements. Past performance is not necessarily indicative of future results. lumosdiagnostics.com
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