Painchek Ltd · ASX:PCK
Painchek — Investor Presentation (July 2025)
34 slides from Painchek's investor presentation, Jul 28, 2025
Slide 1: PainChek Update July 2025
For personal use only Pa i nCh ek U p da t e July 2025 P H I L I P D A F F A S , C EO & M D I A I N M c A D A M , CF O P A I N C H E K L TD | A S X : PC K 1 |
Slide 2: Investment Highlights
INVES TME NT HIGH LIGH T S First Mover • PainChek offers the world’s first and only regulatory-cleared AI-enabled SaaS platform to assess pain and Advantage monitor the effect of pain relief in non-communicative populations, administered through a smart phone App For personal use only • Over 12 mill
Slide 3: Our purpose is to give a voice to people who cannot reliably verbalise their pain
For personal use only Our purpose is to give a voice to people who cannot reliably verbalise their pain
Slide 4: The Problem: Inadequate Pain Assessment in Non-Verbal Patients
The Problem: Inadequate Pain Assessment in Non-Verbal Patients US Federal and Local Requirements* for Compliance, Reimbursements and Quality Rating require Pain Management & Assessment Solutions for non-verbal Patients For personal use only PainChek’s AI-enabled digital-first Pain Assessment solutio
Slide 5: The Breadth of PainChek's Global Market Opportunity
T HE B REA D TH OF P AI NC HEK ’s G LOB AL MA RKET OP PO RTUNITY For personal use only 400M pre-verbal children1 25-42% of hospital beds occupied by people with dementia4,5 57M people living with dementia >150M expected by 20502,3 1. Ecology Communications Group. www.ecology.com/birth-death-rates 4.
Slide 6: PainChek Global Market Strategy
P AINC HEK GL OB AL MA RKET STR ATEG Y For personal use only B U SI N E SS M O D E L TARGET MARKETS/USERS B2B Enterprise: licence • Dementia &/geriatric wards • Hospitals • ER/Post surgical care • Care Homes • Residential & home care providers • Home care He althcare • Primary Care PainChek Profe ss
Slide 7: The PainChek Universal App: Quick and Easy Operation
THE P AINC HEK ® UNIVERS AL A PP : QUIC K A ND EAS Y OPE RA TIO N AI based micro-facial pain expression analysis: For personal use only Software-as-a- A medical • 3 second scan of patient face Medical Device device in • Recognises 9 micro-facial expressions indicative of pain enables mobile your poc
Slide 8: PainChek Analytics
P AI NC HEK A NA LYTI C S Through PainChek®'s web portal, care managers can access real time dashboard reporting and data analytics, assisting their team in reducing clinical risk while improving their quality of care. For personal use only Pain data trends are graphed to assist caregivers for more
Slide 9: PainChek Adult Global Market Opportunity
P AINC HEK ADULT G LOB AL MA RKET OP PO RTUNITY LONG TERM CARE MARKET VALUE For personal use only Aus UK US ROW est TOTAL No. Aged Care Beds 0.22m 0.54m 3.0m 4.5m 8.26m Annual Market Value @ A$4 per bed per A$11m A$26m A$175m A$216m A$425m month PainChek Adult HOME CARE/CONSUMER MARKET VALUE Aus EU
Slide 10: PainChek across Australia & New Zealand
PainChek across Australia & New Zealand Aged care’s most popular digital clinical tool with large growth opportunities • PainChek commercial licenses cover around 67,000 beds and 800 NOTABLE EXISTING AUSTRALIAN AGED CARE CLIENTS aged care homes, around 32% of total AU RAC market and now entering new
Slide 11: PainChek Growing UK Footprint in a 500,000 bed Aged Care market
PainChek Growing UK Footprint in a 500,000 bed Aged Care market • PainChek commercial licences in cover more than NOTABLE EXISTING UK AGED CARE CLIENTS 42,000 aged care beds across 1,000+ care homes. COVERING 12,500 BEDS. For personal use only • Implemented licences reach 26,000 – 80% growth yoy • E
Slide 12: The Dovehaven Story
THE DOVEHAVEN STORY - 23 aged care homes in North-West of For personal use only England - Over 1,000 residents - Total number of PainChek assessments completed: 580,520 - Severe pain reduced by 67% - Moderate pain reduced by 42% - Mild pain reduced by 25% - Distress reduced by 41% - Resident-to-resi
Slide 13: Care Inspectorate Evaluates PainChek in Scotland
CARE INSPECTORATE EVALUATES PAINCHEK IN SCOTLAND Results from a Scottish Government funded pilot – independently evaluated by Edinburgh Napier University, in collaboration with the Scottish Care Inspectorate. For personal use only Scottish Care Inspectorate Project 6 months evaluation across 5 Scott
Slide 14: PainChek's Growing Footprint in Canadian Market
P AINC HEK’S GR OWING F OOTP RIN T IN C AN ADIAN MAR KET PainChek continues its commercialization of the Canadian market, winning several additional agreements in the long-term care 300,000 bed annual market. For personal use only A local team will be built out early in the new financial year (late
Slide 15: $3.6M Actual ARR and $5.4M Contracted
$3 .6M AC TUAL A RR AN D $ 5.4 M CO NTRA CTED 120,000 $5.5 $5.4 29% increase in actual ARR over the prior year 110,000 $5.0 For personal use only 100,000 $4.5 Implementing the contracted pipeline would achieve $5.4M ARR 90,000 $4.0 80,000 SAAS business model with 75% steady state $3.6 68,251 $3.4 $3
Slide 16: PainChek qualified pipeline exceeds 40,000 new licences
PainChek qualified pipeline exceeds 40,000 new licences $7.2M Qualified Pipeline ARR $1.8M Projected ARR For personal use only 160,000 $1.4M ARR 140,000 30,000 Contracted ARR $5.4M $0.4M ARR 120,000 $1.8M ARR 10,000 Licences 100,000 Existing 40,368 pipeline 80,000 $3.6M ARR includes ANZ, 150,907 UK
Slide 17: New fixed Client Activation contracts with upfront fees
New fixed Client Activation contracts with upfront fees • New fixed subscription start date contracts are based on client sizing and value For personal use only • Guarantees timing of incoming revenue and cash and; • Closing the timing between contracted and implemented beds numbers Annual Value Cli
Slide 18: Consistent Growth in Clinical Utility - World's Largest Pain Database
C ONS I ST ENT GR OW T H I N C LI N IC AL U TI L I TY – WOR LD’ S LA RG EST PA IN DATABA SE For personal use only CU MUL ATI VE N UM BE R OF PAI NCH EK ® ASSE SSME NT S Over 12 million global pain assessments as of 14,000,000 December 2025 conducted on the PainChek 12,172,377 platform across more th
Slide 19: US Market - FDA De Novo Clearance Expected September/October 2025 or Sooner
US MARKET - FDA DE N OVO C LEA RA NC E EXPE CTED SE PT EMBE R/ OC TO BER 2025 OR S OON ER For personal use only November 2024 Positive review Potential FDA meetings held with clearance for US FDA de Novo FDA in April and PainChek’s adult Validation Study June 2025 app provides a submission – predica
Slide 20: Repeating ANZ & UK market penetration in US can deliver additional ARR
Repeating ANZ & UK market penetration in US can deliver additional $13M-$15M AUD ARR within 12-24 months Proven Product to Market fit in FDA De Novo regulatory multiple Aged Care markets clearance pending Q3 C2025 • ANZ 30% market share penetration in 5 years • De Novo confirms PCK novelty – no For
Slide 21: Strong Global Traction as a Medical Device in Senior Care Facilities Worldwide
Strong Global Traction as a Medical Device in Senior Care Facilities Worldwide There are over 4.5 million beds within our initial targeted regions in the long-term care market alone, with a total potential ARR of circa AUD$300 million (or USD$178 million) Europe* (EU) Canada For personal use only •
Slide 22: Meet PainChek Infant
For personal use only Meet PainChek® Infant A PainChek Limited Product 22
Slide 23: Pre-verbal Children's Pain Assessment is a Large Global Market Opportunity
P RE-VER BAL CH ILDR EN’S PAIN A SSE SSMEN T IS A L AR GE G LOB AL MA RKET OP PO RTUNITY CONSUMER PRE-VERBAL CHILDREN MARKET VALUE For personal use only Infant App Price on App Store ~A$10/month – yearly, quarterly and monthly pricing options Net Revenue A$7/month after app store commissions No. 0-3
Slide 24: Meet PainChek Infant
M EE T P AI NC HE K ® I N F AN T For personal use only • The newest addition to the PainChek family, PainChek Infant, is the world’s first AI- enabled app for instant pain assessment on infants aged 1-12 months • Designed for in-home use by parents or other non-medical carers • Globally, the Infant
Slide 25: PainChek Children's Market Strategy
PainChek Children’s Market Strategy - to access 400 million pre-verbal children worldwide For personal use only B2C Consumer B2B HCP Partnership Market Market Market Parents Integrations Hospital OTs Family Pharma Daycare GPs MedTech • Ambassadors • HCP Customers • Baby Monitors Channels • Social Me
Slide 26: Meet PainChek Infant
M EE T P AI NC HE K ® I N F AN T For personal use only PainChek® Infant app is designed with parents and families in mind, offering a comprehensive user-friendly experience with a range of valuable features including: 3-second facial analysis-based pain assessment Monitoring of historical pain event
Slide 27: PainChek Infant - Recent Milestones & Key Updates
PainChek Infant – Recent Milestones & Key Updates Free-trial + new pricing 1 Recent and Upcoming milestones Recent: 2 Partners Meta + TikTok Ad3 Metrics and Tracking Here’s some of the many metrics we will track to help us understand what’s 4 copy, Meta +creative TikTok &Ad working, whatofneeds refi
Slide 28: Social media ads + posts
Social media ads + posts - launching AD 06 - 3-Second AI Pain Detection - GIF AD 05 - First AI-Enabled App - Video.mp4 For personal use only PAINCHEK® PAINCHEK®INFANT 28 | 28 INFANT
Slide 29: Smart medical AI apps utilising smart devices for Smart Parenting
Smart medical AI apps utilising smart devices for Smart Parenting For personal use only Vocalisation Facial Analysis • Microphone analysis • Instant assessments – • Cry of pain or no pain 3 seconds to scan face • Smart phone "Shazam" • Log treatments version • Diarise events • Integration with baby
Slide 30: Infant Pain Care Strategy
Infant Pain Care Strategy For personal use only Screen Assess Treat Monitor PainChek Vocalisation AI PainChek Facial AI Intervention PainChek Facial AI analysis on pain assessment pain assessment intervention impact ▪ Cry/No Cry • Assess presence of • Pharma or non- • Speed of action ▪ Pain/No Pain
Slide 31: Battle-Tested Leadership & Deep Clinical Network
Battle-Tested Leadership & Deep Clinical Network For personal use only Philip Daffas Prof. Jeff Hughes Andrew Hoggan Iain McAdam Scott Robertson CEO & Managing Director, Chief Scientific Officer PhD, MPS Head of Operations CFO CTO, MBA, B.Eng. (Comp. Systems) MBA, BSc Philip is a highly accomplished
Slide 32: The Board
THE BOARD For personal use only John Murray Philip Daffas Ross Harricks Adam Davey Cynthia Payne Non-Exec Chair CEO & Managing Non-Exec Director Non-Exec Director Non-Exec Director Director 25 years in tech & Philip is a highly Senior global medical Corporate finance 30 years executive Venture Capit
Slide 33: PainChek Inflection Points in CY2025
P AI NC HEK I NFL EC T IO N PO I NT S I N C Y2025 For personal use only 1. US market entry 2. Continued growth 3. Direct to parent of Adult App market entry of the • Achieve Adult App FDA Infant App clearance – target Q3 • Further Penetrate CY2025 Aged Care markets • Expand initial market (ANZ, UK,
Slide 34: PainChek Update July 2025
For personal use only Pa i nCh ek U p da t e July 2025 P H I L I P D A F F A S , C EO & M D IA IN Mc ADA M, C FO P A I N C H E K L TD | A S X : PC K 35 |