ImpediMed Limited (IPD) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

We'll be referring to the 4C Quarterly Activity Report and presentation we lodged this morning with the ASX. The presentation is a summary of the more detailed 4C Quarterly Activity Report. After our remarks, we'll be answering questions. You can lodge questions throughout the presentation using the Investor Hub QA function. So let's begin with slide three with a quick overview of the agenda for today's call. We'll start with a business overview, including key highlights, and take you through the updates for the three business segments. I'll then hand over to McGregor Grant to present the financials. And to finish off, I'll cover the outlook for the balance of the initial year before commencing the Q&A session. Now, turning to slide five, we will touch on the key highlights for Q2. We have made a lot of progress as a business to capture the value of SOZO and the new SOZO Pro in three large and growing market segments, breast cancer-related lymphedema, heart health, and wellness and weight management. While the rest of the world's sales were positive, and while US BCRL sales for the quarter were disappointing, we remain very positive about the growth potential due to strong clinical demand a strong sales team led by Scott Long, a growing emphasis on cancer survivorship and reimbursement now well in place. There are over 700 opportunities in our pipeline that we are focused on converting as well as growing with the extensive conference attendance and direct sales activities underway. In terms of the financials, Gregor will go through the metrics in detail later in the presentation, but clearly there were some positives and some negatives. The sales metrics are well below where we would like to see them, but the quarter-on-quarter revenue has increased as did customer r...