Adherium Ltd. · ASX:ADR
Adherium — Investor Webinar (December 2025)
15 slides from Adherium's conference presentation, Dec 1, 2025
Slide 1: Turning Respiratory Care, Clinic Activations into Recurring Revenue Growth
ASX: ADR Turning Respiratory Care, Clinic Activations into Recurring Revenue Growth December 2025
Slide 2: Disclaimer and Forward-Looking Statement
Disclaimer and Forward-Looking Statement The material contained herein is of a general nature & has only been prepared as a. the possible delays in & the outcome of product development a presentation aid. This presentation does NOT contain all of the information that may be required for evaluating A
Slide 3: William A. McCann, MD and Dawn Bitz
William A. McCann, MD Dawn Bitz Allergy Partners, Chief Executive Officer Adherium, Chief Executive Officer Adherium | A new frontier in respiratory care 3
Slide 4: Americans live with chronic respiratory disease
Americans live with 40M chronic respiratory disease Non-adherence to medications is a primary cause of avoidable hospitalisations, emergency department visits, and billions of dollars of costs to the healthcare system
Slide 5: iCARE study patient adherence levels strongly suggest hospitalisations can be cut by half
iCARE study patient Reduction to the Risk of Hospitalisations adherence levels strongly Based on Levels of Adherence suggest that 80-100% hospitalisations can be Adherence 51% cut by half and significantly reduce costs 60-80% Adherence 48% 40-60% Nearly one-third of iCARE study patients achieved >80
Slide 6: Adherium's Business Model Evolution: From Device Deployment…
Adherium’s Business Model Evolution: From Device Deployment… Hailie Adherium’s Hailie® Smartinhalers: Smartinhaler Largest global portfolio covering nearly Continuous real-world data from 15 all inhalers used by COPD and Asthma FDA & TGA-cleared devices fuels patients insights into adherence, techni
Slide 7: …To Scalable, Per-Patient Revenue
…To Scalable, Per-Patient Revenue: Every new clinic activation adds Remote Patient Monitoring (RPM) recurring revenue Closed-Loop Respiratory Management Hailie Healthcare Smartinhaler: Hailie Platform: provider decision Continuous real-world data from 15 US The Data Precision support tools Food and
Slide 8: Clinic Activations Drive Reimbursable RPM Revenue Today
Clinic Activations Drive Reimbursable RPM Revenue Today Positioning Adherium for Value-based Contracts Tomorrow Fee For Service Value Based Care (VBC) via Remote Patient Monitoring (RPM) via US Payers RPM infrastructure and Outcomes Large Volume Small adherence data create the Based Scale Based Scal
Slide 9: Every Clinic Partner Activation Creates New Recurring Revenue
Every Clinic Partner Activation Creates New Recurring Revenue • Allergy Partners is the largest single- specialty allergy & asthma practice in the U.S. • On pace to launch 100% of Allergy Partners clinics by early 2026 • 77 out of 110 clinics are live, billing per- patient revenue today • Fifteen mo
Slide 10: Remote Patient Monitoring (RPM): How RPM revenue is split
Remote Patient Monitoring (RPM) How RPM revenue is split Adherium delivers $110–$160 $55 USD reimbursable remote monitoring, enabling USD PPPM PPPM clinic partners like Allergy Partners to create fee-for- service revenue for the clinics and per-patient revenue for Adherium Each active patient genera
Slide 11: Remote Patient Monitoring Model in Motion
Remote Patient Monitoring Model in Motion: Each clinic activation imbeds Adherium & drives recurring revenue Patient Eligibility 1 Insurance Verification Partners 1. Clinic activation 2. RPM patient onboarding 2 Patient Consent CALL CENTER 3. Patient activation 4. Monthly patient 3 Product Shipped/A
Slide 12: Explosive Growth Underway: Practice Partnerships and Hospital Programs
Explosive Growth Underway: Unlocked by Practice Partnerships, like Allergy Partners, and Hospital Programs Projecting 10K RPM 12,000 active patients by December 2026 • Targeting ~ 4,000 patients by December 2025 across all channels 8,000 • ~40,000 (and growing) eligible patient pipeline fuels 2026 f
Slide 13: Clinic Activations
Clinic Activations: Fuel per-patient revenue from remote patient monitoring activations • ~770% increase in Allergy Partner clinic activations from Mar to late Remote Patient Monitoring Shipment and Patient Nov: 900 Activation Growth 800 • Mar 2025: 10 clinics activated 700 • Nov 2025: 77 clinics ac
Slide 14: Allergy Partners Activations Fuel Adherium's Revenue Expansion
Allergy Partners Activations Fuel Adherium’s Revenue Expansion Every activated clinic immediately fuels reimbursable RPM revenue, creating a foundation for long-term growth Clinically robust, Strong rollout Accelerating growth Foundations being operationally mature execution across 75+ trajectory wi
Slide 15: Thank You
Thank You