Painchek Ltd · ASX:PCK
Painchek — Shareholder Meeting (November 2025)
28 slides from Painchek's shareholder meeting presentation, Nov 26, 2025
Slide 1: AGM 26th November 2025
A G M 2 6 th N o ve m b e r 2 0 2 5 P H I L I P D A F F A S , C EO & M D P A I N C H E K L TD | A S X : PC K 1 |
Slide 2: Our purpose is to give a voice to people who cannot reliably verbalise their pain
Our purpose is to give a voice to people who cannot reliably verbalise their pain
Slide 3: PainChek inflection points achieved in CY2025
P AI NC HE K I NF L EC TI O N PO IN TS AC HI E V ED I N CY 2 02 5 1 2 3 US CONTINUED DIRECT TO PARENT MARKET GROWTH OF MARKET ENTRY OF ENTRY ADULT APP THE INFANT APP Adult App FDA Further penetrate Expand initial market clearance – Aged Care markets entry – App Store & target Q3/Q4 CY2025 (ANZ, UK,
Slide 4: PainChek Adult global market opportunity
P AINC HEK ADULT G LOB AL MA RKET OP PO RTUNITY LONG TERM CARE MARKET VALUE Aus UK US ROW est TOTAL No. Aged Care Beds 0.22m 0.54m 3.0m 4.5m 8.26m Annual Market Value A$11m A$26m A$175m A$216m A$428m PainChek Adult HOME CARE/CONSUMER MARKET VALUE Aus EU US ROW est TOTAL No. of People living With Dem
Slide 5: Licences, contracted licences and ARR - 30th September 2025
1 15 , 000 CO NT R AC TE D L IC E NC ES $ 5 . 6 M CO NT R AC TE D A R R – 3 0TH S E PT E MB ER 202 5 • SaaS - pure software business model CON TR ACT ED LIC EN CE S I MP LEM E NT ED • $5.6M ARR when all licences implemented (actual 140,000 & T O BE I MP LE ME NT ED ARR is $3.5M) - 21% increase in ac
Slide 6: PainChek testimonial: Wayne Stoddard
PAINCHEK TESTIMONIAL: WAYNE STODDARD GROUP MANAGER, ENGAGEMENT AND COMPLIANCE SOUTHERN CROSS CARE SA/NT AND VIC “The success of PainChek in our residential facilities. Has seen actionable insights into pain assessment, management and ongoing care. We are now looking to expand into our respite dement
Slide 7: PainChek Adult: FDA De Novo cleared 6th October 2025
PAINCHEK ADULT: FDA DE NOVO CLEARED 6TH OCTOBER 2025 MARKET ENTRY INTO INTO A$175M ANNUAL US LONG TERM CARE MARKET Competitive First to Market Barriers Market expansion Differentiator Successful US clinical study Pursuing applications for First and only medical and AI validation Home Care & Hospital
Slide 8: PainChek Adult became only the second AI/ML De Novo cleared device in 2025
•“ ON OCTOBER 6TH 2025 PAINCHEK ADULT BECAME ONLY THE SECOND AI/ML DE NOVO CLEARED MEDICAL DEVICE IN 2025 • Market optics: In the AI/ML space, most devices are cleared via 510(k) as there are many predicates (competitors) in the market • “First-of-a-kind” signal: De Novo establishes a brand-new clas
Slide 9: US Market Launch Strategy
US Market Launch Strategy US Launch Event @ FDA Clearance Exhibiting @ LeadingAge Posters @ GSA (Received 10/6) AHCA/NCAL (11/4) October November December US Marketing Blitz Targeted Sales Campaign First US Customer Implementation Exhibiting @ (10/16) LeadingAge 9
Slide 10: US Target Markets
US Target Markets Skilled Nursing (SNF) & Assisted Living (AL) owners, operators & care providers. • Primary: ~15,600 SNF communities w/ 1.6 MM Skilled Nursing Beds - 48% w/ Alzheimer’s or other dementias US TARGET MARKET SIZE AL SNF • Secondary: ~30,600 AL communities w/ 1.2 MM Assisted Living Beds
Slide 11: Geographic Market Strategy – Skilled Nursing (SNF)
Geographic Market Strategy– Skilled Nursing (SNF) State Focus Breakdown • The selected states represent 1,044,895 SNF beds. • Equivalent to 65% of the total US market. Why? • Active state associations & events • Efficient travel • Overlay = 7 hour drive from NY • Positive support from state governme
Slide 12: PainChek implements first US long-term care client
P AI NC HE K I MP LE ME N TS F IR S T U S LON G - T ER M C AR E C LIE N T O CT OBE R 1 3 TH 2 02 5 Jewish Home Family, a leading senior care organisation in New Jersey, secured as PainChek’s first US customer. PainChek has been deployed at its flagship location to enhance pain detection & management
Slide 13: PainChek at the American Health Care Association and LeadingAge conferences
PAINCHEK AT THE AMERICAN HEALTH CARE ASSOCIATION IN LAS VEGAS, 20-23 OCTOBER 2025 & LEADING AGE CONFERENCE IN BOSTON 2-5th NOVEMBER 2025 KEY TAKEAWAYS: Large client attendance: 10,000+ long term care client attendees from across USA PainChek North America team: Head of US, Canada & Operations plus n
Slide 14: Leading Age Boston 2025 feedback
Leading Age Boston 2025 Feedback Focus on Pain Quality Pricing & Markets “Looking for a better way…” Reducing Bias Affordability • Clinical leaders validated that pain • Minimizes subjectivity in a single • The initial pricing model was received assessments aren’t happening at the assessment. positi
Slide 15: PainChek Adult - strong global traction worldwide
PAINCHEK ADULT - STRONG GLOBAL TRACTION WORLDWIDE PainChek Canada Europe* (EU) • 300,000 bed (A$20M ARR ) aged care market • Regulatory cleared & patent secured • PCK Adult regulatory cleared & local BDM in • Initial focus 800,000 bed German market – place A$40M ARR • ~1,000 beds licensed - establis
Slide 16: PainChek has access to 3.7 million beds through integration partners
PAINCHEK HAS ACCESS TO 3.7 MILLION BEDS THROUGH INTEGRATION PARTNERS, -USA IS MOST CONSOLIDATED MARKET AND 75% OF THE TOTAL 16 |
Slide 17: PainChek Infant
PAINCHEK® INFANT A PainChek Limited Product MAKING INFANT PAIN VISIBLE 17
Slide 18: Making infant pain visible
M AKIN G I NFA NT P AI N VISI BLE • 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 market opportunity ext
Slide 19: Making infant pain visible
MAKING INFANT PAIN VISIBLE 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 events Documenting treatments, in
Slide 20: PainChek children's market strategy
PAINCHEK CHILDREN’S MARKET STRATEGY – TO ACCESS 400 MILLION PRE-VERBAL CHILDREN WORLDWIDE B2C Consumer B2B HCP B2B HCP Partnership Market Market Market Market Parents Family Daycare Hospital GPs OTs MedTech Pharma Integrations Ambassadors HCP Customers Baby Monitors CHANNELS Social Media Publication
Slide 21: PainChek Infant – Australia market performance – 30/09/25
PAINCHEK INFANT – AUSTRALIA MARKET PERFORMANCE – 30/09/25 TOTAL FIRST TIME ACCOUNTS DOWNLOADS DOWNLOADS CREATED CVR 367 324 151 47% (clearer view of true adoption vs reinstall) The team continues to monitor performance at each stage of the funnel, with current priorities focused on improving: • Conv
Slide 22: PainChek Infant | Key updates based on user and clinical feedback
PainChek Infant | Key Updates based on user and clinical feedback Driving greater engagement, downloads and subscriptions PRODUCT USER EDUCATION Ongoing App Updates Embed Content Making Infant Baby Pain Pain Visible • Pricing updates Guide • 6 monthly and annual Baby Pain Guide: Commissioned by Help
Slide 23: PainChek Infant | Pain education conceptual modules
PainChek Infant | Pain Education Conceptual modules Helping parents navigate Infant pain safely and securely IMMUNISATION 6 weeks, 4 months & 12months PURPLE CRYING Purple period – ADVANCED 2 weeks to 5 months of age PREMIUM Includes Premium BASIC product offering Includes + All education content TE
Slide 24: Looking ahead – commercialise infant technology globally
LOOKING AHEAD – COMMERCIALISE INFANT TECHNOLOGY GLOBALLY NOW SCALING UP FROM Q1 CALENDAR 2026 ONWARDS Broaden to Continue to markets where Assess EU US Expand in PainChek has market entry Market Australia a presence opportunities Entry • 300k (babies • UK: 700k • CE mark regulatory • FDA follow up t
Slide 25: Battle-tested leadership & deep clinical network
BATTLE-TESTED LEADERSHIP & DEEP CLINICAL NETWORK Philip Daffas Prof. Jeff Hughes Andrew Hoggan Iain McAdam Scott Robertson CEO & Managing Director, Chief Scientific Officer PhD, Head of Operations CFO CTO, MBA, B.Eng. MBA, BSc MPS (Comp. Systems) Philip is a highly accomplished Jeff is a professor i
Slide 26: The board
T HE B OA RD 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 Capital. Founder accompl
Slide 27: Inflection points targeted CY2026
I NF LEC T I ON P OI NT S T AR GE TE D C Y20 26 1 2 3 US CONTINUED DIRECT TO PARENT MARKET GROWTH OF MARKET ENTRY OF ENTRY ADULT APP THE INFANT APP • Build sales pipeline across US market • Maintain and grow ANZ • Finalise market entry heading towards 10% & UK penetration Aged strategy and launch pe
Slide 28: AGM 26th November 2025
A G M 2 6 th N o ve m b e r 2 0 2 5 P H I L I P D A F F A S , C EO & M D P A I N C H E K L TD | A S X : PC K 28 |