Lumos Diagnostics Holdings Ltd. · ASX:LDX
Lumos Diagnostics — Q1 FY27 Earnings Presentation
25 slides from Lumos Diagnostics's earnings presentation, Oct 27, 2026
Slide 1: Q1 FY27 Results & Commercial Update - Investor Webinar
rsonal use only Lumos Diagnostics Holdings Limited Q1 FY27 Results & Commercial Update - Investor Webinar 27 October 2026 lumosdiagnostics.com 1
Slide 2: Disclaimer and Important Information
Disclaimer and Important Information This presentation (Presentation) has been prepared solely for informational purposes by Lumos Diagnostics Holdings Limited representation, as to the past, present or the future. Past performance is not necessarily a guide to future likelihood of rsonal use only (
Slide 3: Q1 FY27 at a Glance
Q1 FY27 at a Glance 1 QUARTER ENDED 30 SEPTEMBER 2026 · AWARENESS, VALIDATION AND GO -LIVES BUILDING INTO THE RESPIRATORY SEASON rsonal use only 265 485 13 +224% US$11.8m live sites sites in evaluation Top 100 groups product revenue cash, no debt Across 29 states at 11 Oct 2026, up Pipeline: up 80 s
Slide 4: Our Q1 Story: Awareness, Validation, Go-Live
Our Q1 Story: Awareness, Validation, Go-Live1 HOW LUMOS IS TURNING CLIA WAIVER INTO PROTOCOL -DRIVEN, RECURRING USE OF FEBRIDX® rsonal use only 01 BUILD AWARENESS 02 VALIDATE 03 GO LIVE Put FebriDx® in front of clinical and operational Accounts evaluate FebriDx® to demonstrate clinical FebriDx® embe
Slide 5: Live Sites and Pipeline Continue to Grow
Live Sites and Pipeline Continue to Grow LIVE SITES UP 56% AND EVALUATION SITES UP 39% SINCE 26 JULY 2026 · STATES COVERED UP FROM 24 TO 29 rsonal use only FEBRIDX® SITES BY STAGE Q1 SCORECARD Live sites Sites in evaluation (pipeline) Live sites 170 → 265 485 States covered 24 → 29 405 Top 100 group
Slide 6: Driving Customer Awareness
rsonal use only Driving Customer Awareness Go-to-market plan · Paid and earned media · Early campaign results
Slide 7: Partner Ecosystem Accelerates Adoption
Partner Ecosystem Accelerates Adoption LUMOS OWNS THE PRODUCT · SPECIALIST PARTNERS SUPPORT THE U.S. COMMERCIAL ENGINE rsonal use only PRODUCT OWNER & MANUFACTURER · FEBRIDX COMMERCIAL LEADER EXCLUSIVE U.S. DISTRIBUTOR CLAIMS DATA INTELLIGENCE REIMBURSEMENT SUPPORT MARKETING PARTNER Management of su
Slide 8: Marketing Plan: Build, Surge, Expand
Marketing Plan: Build, Surge, Expand PLAN ALIGNED TO THE U.S. RESPIRATORY SEASON · JULY 2026 TO JULY 2027 BUILD SURGE EXPAND rsonal use only Jul – Sep 2026 Oct – Dec 2026 Jan – Jul 2027 COMPLETE WE ARE HERE NEXT Positioning and messaging Respiratory season campaign Retarget warm leads LinkedIn campa
Slide 9: Awareness Engine: Paid and Earned Media
Awareness Engine: Paid and Earned Media FOUR PAID CHANNELS IN ONE SPRINT THROUGH THE 2026 RESPIRATORY SEASON · EARNED MEDIA ADDS INDEPENDENT VOICES PAID MEDIA · SEPTEMBER TO NOVEMBER 2026 rsonal use only LinkedIn Paid search Account-based media Endemic media SEP – NOV LATE SEP – NOV OCT – NOV ONE WE
Slide 10: LinkedIn: The Clinical Message Wins Again
LinkedIn: The Clinical Message Wins Again TWO CAMPAIGNS, SAME RESULT · CLINICAL MESSAGING OUTPERFORMS LINKEDIN’S BENCHMARK rsonal use only CAMPAIGN 1 CAMPAIGN 2 CLICK-THROUGH RATE VS BENCHMARK From 19 August 2026 2 – 22 October 2026 6,562 7,434 1.02% impressions clinical ad impressions 0.82% 0.75% 7
Slide 11: Meeting Customers Face to Face
Meeting Customers Face to Face FALL CONFERENCE PROGRAM · 35 OF THE TOP 100 U.S. URGENT CARE ORGANISATIONS EXPECTED TO BE REPRESENTED FALL 2026 SCHEDULE rsonal use only SEP 24–27 COMPLETE Texas Nurse Practitioners Galveston, TX · booth #523 OCT 4–6 COMPLETE North East Regional Urgent Care Association
Slide 12: TV Coverage: Major Health System Uses FebriDx
TV Coverage: Major Health System Uses FebriDx® EARNED MEDIA · AIRED 12 OCTOBER 2026 rsonal use only ► AS SEEN ON WBNS-10TV What this coverage means for FebriDx® Validation from a major U.S. university health 1 system 2 Showcases a novel solution to an unmet need Created awareness and interest from o
Slide 13: FebriDx in Practice: Stories from the Field
FebriDx® in Practice: Stories from the Field EARLY EXPERIENCES SHARED WITH LUMOS BY CLINICIANS AND CUSTOMERS rsonal use only Prompted further evaluation 1 A patient tested negative for COVID, flu and strep. A bacterial FebriDx® result prompted a chest X-ray, which revealed pneumonia. Supported an ea
Slide 14: Accounts Validating and Going Live
rsonal use only Accounts Validating and Going Live Four-stage framework · Top 100 progress · Network go-lives · Respiratory season
Slide 15: Four-Stage Framework: Where Accounts Stand
Four-Stage Framework: Where Accounts Stand AS AT 11 OCTOBER 2026 · TRACKING HOW PRIORITY ACCOUNTS MOVE FROM ENGAGEMENT TO PROTOCOL -DRIVEN USE rsonal use only 01 QUALIFIED OPPORTUNITIES 02 EVALUATION PHASE 03 IMPLEMENTATION PHASE I 04 IMPLEMENTATION PHASE II Priority accounts identified and engaged
Slide 16: Top Focus: Groups Now Evaluating or Live
Top 100 Focus: 13 Groups Now Evaluating or Live THREE MORE TOP 100 URGENT CARE GROUPS COMMITTED TO EVALUATE FEBRIDX® DURING THE QUARTER NEW IN Q1: THREE TOP 100 GROUPS ENTER CLINICAL AND ECONOMIC VALIDATION · PIPELINE rsonal use only TOP 100 U.S. URGENT CARE GROUPS GROUP 1 13 of 100 30+ urgent care
Slide 17: Going Live: Standardised Adoption Grows
Going Live: Standardised Adoption Grows ACCOUNTS ARE EMBEDDING FEBRIDX® IN PROTOCOL ACROSS THEIR NETWORKS · URGENT CARE AND NOW PRIMARY CARE STANDARDISED ADOPTION FULL NETWORK DEPLOYMENT THE PROOF POINT rsonal use only Midwest academic health system Northeast primary care network WellStreet Urgent C
Slide 18: Positioned for the U.S. Respiratory Season
Positioned for the U.S. Respiratory Season FLU ACTIVITY TYPICALLY RAMPS IN NOVEMBER, PEAKS DECEMBER TO FEBRUARY AND RUNS THROUGH MARCH rsonal use only ESTIMATED U.S. FLU ILLNESSES BY MONTH, 2024–25 SEASON (MILLIONS) READY FOR THE SURGE 750 sites live or evaluating entering peak season US$1.0m invent
Slide 19: Q1 FY27 Financial Results
rsonal use only Q1 FY27 Financial Results Revenue · Cash flow · Paediatric study · Manufacturing · Priorities
Slide 20: Q1 FY27 Revenue: Product Revenue Up 224%
Q1 FY27 Revenue: Product Revenue Up 224% FEBRIDX® PRODUCT SALES GROWING AS U.S. SITES GO LIVE · SERVICES LOWER ON HOLOGIC IP AMORTISATION Q1 FY27 VS Q1 FY26 (UNAUDITED) rsonal use only QUARTERLY REVENUE (US$M) US$000 Q1 FY27 Q1 FY26 Change Services Products Products 564 174 +224% Products – exclusiv
Slide 21: Q1 FY27 Cash Flow: Investing Ahead of the Season
Q1 FY27 Cash Flow: Investing Ahead of the Season DEBT-FREE WITH US$11.8M CASH AT 30 SEPTEMBER 2026 · OPERATING OUTFLOW INCLUDES US$1.0M INVENTORY BUILD rsonal use only CASH MOVEMENT IN Q1 FY27 (US$M) KEY MOVEMENTS +1.5 (6.1) US$1.5m 15.4 customer receipts; PHASE shipments drawn against the US$5.0m p
Slide 22: Paediatric Study Update
Paediatric Study Update BARDA-FUNDED U.S. STUDY IN CHILDREN AGED 2 –12 · CURRENT 12–64 CLIA-WAIVED COMMERCIALISATION IS UNAFFECTED rsonal use only ~400 +3 US$2.6m 15%–20% patients enrolled hospital EDs in Q2 FY27 BARDA funding received potential U.S. market expansion Up from 250 at Milestone 7 in Ma
Slide 23: FebriDx is manufactured in Carlsbad, California
FebriDx® is manufactured in Carlsbad, California VERTICALLY INTEGRATED MANUFACTURING · ISO 13485 CERTIFIED · NEW FACILITY SCHEDULED FOR END CY2026 FebriDx® is manufactured in-house, not outsourced. Every test is rsonal use only made by Lumos in Carlsbad, CA. 60% 10m ISO 13485 PRODUCT GROSS MARGIN TE
Slide 24: FY27 Priorities
FY27 Priorities BUILDING MARKET AWARENESS IS NOW THE FIRST PRIORITY · EACH STEP FEEDS PIPELINE CONVERSION AND UTILISATION PRIORITY FY27 FOCUS rsonal use only WHAT WE WILL REPORT ON • Live sites and states covered 01 Build market awareness Execute the marketing plan to drive awareness and grow the pi
Slide 25: Thank You · Q&A
rsonal use only Thank You · Q&A Lumos Diagnostics Holdings Limited | ASX: LDX | OTC: LDXHF [email protected] · lumosdiagnostics.com Questions welcome. Awareness is building, 485 sites are validating FebriDx® and 265 sites are live across 29 states as Lumos enters the U.S. respiratory season. T
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