Devyser Diagnostics Ab · OMXSTO:DVYSR

Devyser Diagnostics Ab — Q2 2025 Earnings Presentation

23 slides from Devyser Diagnostics Ab's earnings presentation, Jul 22, 2025

1. Slide 1: Earnings call Q2 2025

   Devyser Earnings call Q2 2025 July 22, 2025

2. Slide 2: Today's presenters

   Today’s presenters Fredrik Dahl Sabina Berlin Theis Kipling Interim CEO CFO CCO

3. Slide 3: Second quarter financials

   Second quarter financials  Revenue • Sales 67,4 MSEK (53 MSEK) • Growth 27%  Gross margin 84%  EBIT 5,5 MSEK, including 1,8 MSEK in one-offs  Cash position 100,4 MSEK 3

4. Slide 4: Turning around towards profitability

   Turning around towards profitability · Re-organization initiated in February completed · Strategy implemented to improve focus and clarity · Product roadmap being updated to better reflect our strategic focus areas · Several internal processes implemented to improve organizational efficiency Organiz

5. Slide 5: Product launches in Q2

   Product launches in Q2 · RHD IVDR, launched on June 3rd o The highest risk classification under EU regulation o Capability to support the development of any IVD product, regardless of risk class. · HLA loss, launched on June 26th o Addressing important clinical need in patients with malignant diseas

6. Slide 6: More highlights

   More highlights · MolDx feedback o Commercial partnership discussions on-going for the CLIA lab service · FDA pre-submission meeting carried out with positive feedback o Program continue with collecting samples and preparing for the clinical studies

7. Slide 7: Second quarter 2025

   Second quarter 2025

8. Slide 8: Second quarter

   Second quarter  Revenue • Sales 67.4 MSEK (53.2 MSEK) • Growth +26.6% 8

9. Slide 9: Quarterly net sales

   Quarterly net sales SEK million 70 60 50 40 30 20 HTH a a any ee PK TPM PO POS CK PP Phish $ x kr — ys Rae oe Seto" oe Ste ny SN Ce se Ste af SS Sof oe 38 » Dvysr.

10. Slide 10: Sales by region

    Dvysr. Sales by region EMEA 55,3 Asia-Pacific 1,7 North and South 10,4 America Total 67,4 89,3% 4,5%

11. Slide 11: Sales by sales channel

    Dvysr. Sales by sales channel Direct sales 41,5 39,6 61,6% 74,3% 48% Distributor sales 25,9 13,7 38,4% 25,7% 89,1% Total 67,4 53,3 100,0% 100,0% 26,5%

12. Slide 12: Second quarter

    Second quarter  Revenue • Sales 67.4 MSEK (53.2 MSEK) • Growth +26.6%  Gross margin 84.2% (77.7%) 12

13. Slide 13: Second quarter

    Second quarter  Revenue • Sales 67.4 MSEK (53.2 MSEK) • Growth +26.6%  Gross margin 84.2% (77.7%)  EBIT • 5.5 MSEK (-22.7) 13

14. Slide 14: Reclassification of currency impact from internal loan

    Reclassification of currency impact from internal loan · Reclassification of F/X impact from loan between Devyser AB and Devyser Inc from operational to financial · No changes to accounting principle · Bridge included in report

15. Slide 15: Second quarter

    Second quarter  Revenue • Sales 67.4 MSEK (53.2 MSEK) • Growth +26.6%  Gross margin 84.2% (77.7%)  EBIT • 5.5 MSEK (-22.7)  Strong financial position • 100.4 MSEK in liquidity • No debts 15

16. Slide 16: Highlights Q2 and Commercial outlook

    Highlights Q2 and Commercial outlook

17. Slide 17: Q2 commercial recap

    Q2 commercial recap · A new all time high revenue quarter · Three significant launches with a lot of potential · Our lead generation impact has doubled vs LY · Strong quarter by Thermo Fisher on our transplantation business · Solid growth in North America with a lot of additional growth opportunitie

18. Slide 18: Update on Thermo Fisher Scientific

    Update on Thermo Fisher Scientific  Q2 showed continued strong order intake and revenues from Thermo Fisher  We attended several events (EBMT, ISHLT, EFI) together in Q2 where customer confidence continues to build alongside data evidence for why ddcfDNA matters  General revenue build up is expec

19. Slide 19: North America update

     Devyser Genomic Laboratories in Atlanta is on track with:  Accept cfDNA is following timeline for reimbursement during the year – partnering discussions are ongoing  Cyted collaboration following plan – revenues and volumes to North consistently increase throughout the year  RHD testing remains

20. Slide 20: Europe

    • We had a strong quarter in most of the European markets with the majority of our markets delivering above plan • Italy is growing by modest mid-single digits (LOC) YTD while up against a tough compare vs last year where they grew some +20% in H1. We’re confident in the Europe continued growth in t

21. Slide 21: Going forward

    Going forward • Execute on updated strategy • Continue to work on organizational efficiency • Continue our path to profitability and positive cash flow 21

22. Slide 22: Q&A

    O&A Dvysr.

23. Slide 23: Thank you!

    Thank you! Connect with us www.devyser.com

Devyser Diagnostics — Q2 2025 Earnings Presentation on 6ix