Bioventix Plc · LSE:BVXP
Bioventix — Investor Presentation (October 2025)
15 slides from Bioventix's investor presentation, Oct 27, 2025
Slide 1: Bioventix plc
1 Bioventix plc 27 October 2025 Bioventix
Slide 2: Antibodies and Blood Testing
2 Antibodies and Blood Testing ▪Bioventix creates and manufactures sheep monoclonal antibodies (SMAs). Customers incorporate these antibodies in reagent packs for use on automated blood-testing machines antigen antibody ▪Superior antibodies can facilitate improved tests ▪Bioventix sells liquid “phys
Slide 3: Diagnostic Applications for SMAs
3 Diagnostic Applications for SMAs Fertility heart attack & Neurology & Vitamin D Thyroid function Drug testing (testosterone, heart failure Alzheimer’s (25-OH vitamin D) (thyroxine, T3) (THC) estradiol, (troponin, BNPs) (Taus) progesterone) ▪Bioventix has a portfolio of ~30 antibodies that are sold
Slide 4: Antibodies and Business Dynamics
4 Antibodies and Business Dynamics ▪Projects can be driven internally or by sponsored R&D or through collaborations +1 year ▪Bioventix takes about 1 year to create new antibodies Prototype test Old test 2-4 years ▪Even for established diagnostics, customers take 2-4 years to prototype tests, = 3-5 y
Slide 5: Key Year End Financials
5 Key Year End Financials £ (‘000) year to year to Cavendish 30.6.24 30.6.25 forecast FY 2024/25 Sales 13,610 13,120 13,500 (-3.6%) P/(L) before tax 10,600 10,100 10,300 (adjusted means certain costs stripped out) (-4.8%) (adjusted) P/(L) after tax 8,100 7,580 7,900 (-6.3%) (adjusted) Period-end cas
Slide 6: Bioventix
6 Key: = self-funded; = contract R&D; = collaborative R&D ▪Siemens troponin revenues will terminate in June 2032 ▪Tau/neuro revenues increased by x4. The £605k total was split: £530k physical SMA sales and £75k royalties ▪£200k/year of progesterone revenues will be lost in 25/26 ▪See next slide 7 fo
Slide 7: Sales Commentary
7 Sales Commentary ▪ Vitamin D: sales were slightly ahead of expectation in a difficult environment ▪ Tau & neuro: • sales of purified antibodies for customer’s prototype research use only (RuO) Tau assays were up four-fold on the previous year • Three new Tau SMAs are now being manufactured at scal
Slide 8: Troponin & Predictive Applications
8 Troponin & Predicitve Applications 7 April 2025 13 October 2025 ▪The utility of troponin testing in “at risk” patient populations is clear but has not yet translated into increased sales Bioventix
Slide 9: Neurology Pipeline
9 Neurology Pipeline Disease Pathology Biomarker Purified Proof of Customer IVD clinical Active (or candidate) SMAs concept or R&D assay assay commercial made publication launched partners Alzheimer’s Amyloid deposition pTau217 3 Alzheimer’s Tau tangles Tau.MTBR 2 Alzheimer’s; stroke Neurodegenerati
Slide 10: Other Pipeline Developments
10 Other Pipeline Developments ▪ Amyloid (Pre-Diagnostics/Alzheimer’s): ARIA (amyloid-related imaging abnormality) is an important side-effect of new anti-amyloid drugs for Alzheimer’s. Pre-Diagnostics assays relate to amyloid metabolism and could help screen for ARIA vulnerable patients, before or
Slide 11: Bioventix Strategy
11 Bioventix Strategy ▪ As the historic product portfolio matures, we will continue our focus on neurology diagnostics and seek additional neurological diagnostic biomarkers that suit our antibody technology and identify partner collaborators (ie similar to Tau & University of Gothenburg) ▪ Nurture
Slide 12: Bioventix Lab, Farnham
12 Bioventix Lab, Farnham ▪ Technology development ▪ Purification and assay ▪ Cell culture ▪ Bioreactor production ▪Staff continuity remains healthy. One member of staff retired during the year and one new graduate has been recruited Bioventix
Slide 13: Bioventix Directors
13 Bioventix Directors ▪Peter Harrison, CEO ▪Ian Nicholson, Chairman ▪>30 years experience of ▪>30 years experience of antibody technology at commercial development within Celltech, KS Biomedix & biotechnology including Bioventix Amersham, Celltech, Chroma, Clinigen, Consort Medical & F2G ▪Peter rem
Slide 14: Significant Shareholders
14 Significant Shareholders Institution Shares % (1000s) Gresham House 628 12.0 Liontrust 571 11.0 Total shares = 5,224,860 (Oct 2025) Sanford DeLand 498 9.5 Hargreaves Lansdown Stockbrokers 363 7.0 Peter Harrison 302 5.8 ▪From permissions, other Schroder Investment Management 285 5.5 available data
Slide 15: Conclusions and Outlook
15 Conclusions and Outlook ▪ Sales of our vitamin D antibody grew by 12%. However, other core SMA sales have been adversely affected by a challenging commercial environment in China ▪ Troponin revenues did not grow significantly as a new prognostic application for “at risk” heart patients has not ye