Pacific Edge Ltd (ASX:PEB)

Half Year 2026 Pacific Edge Ltd Earnings Call Transcript

Nov 24, 2025 / 10:00 PM GMT

Release Date Price: A$0.15

Transcript

Key Points

Positve

Pacific Edge Ltd (PFGTF) has achieved a significant milestone with Triage Plus, securing a higher price of $1,328 per test, up from $760.
The company maintains a strong strategic position in the US market, positioning itself for potential Medicare policy changes.
The convening of a Contractor Advisory Committee (CAC) by Novitas is seen as a positive step towards achieving Medicare coverage for urine-based biomarkers.
Pacific Edge Ltd (PFGTF) continues to drive value through product innovation, focusing on the development of Triage Plus and Surveillance Plus.
The company has a robust evidence generation roadmap, with several studies expected to support future policy changes and product adoption.

Negative

Operating revenue has decreased significantly, from $10.9 million in the second half of 2025 to $5.9 million in the first half of 2026.
The loss of Medicare coverage has led to a substantial drop in test volumes and revenue recognition challenges.
Pacific Edge Ltd (PFGTF) faces operational challenges due to the transition from Triage to Triage Plus and the non-coverage determination.
The company is considering capital alternatives to address the longer-than-expected timeline for Medicare re-coverage.
Sales force efficiency has been impacted, with a reduction in sales FTEs and challenges in maintaining clinician engagement.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PEB.NZ - Pacific Edge Ltd
Half Year 2026 Pacific Edge Ltd Earnings Call
Nov 24, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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All right, good morning, everybody, and welcome to the Pacific Edge 1H Financial results presentation. I'm Pacific Edge's CEO Doctor Peter Machius, and with me today is Grant Gibson, our CFO and available online for questions is our Chairman, Chris Gallagher.

Just an important notice, to take notice of.

When considering the information in today's presentation.

So, our financial results for this half, are, below our expectations. We ran fewer tests than we had desired. We have ran fewer commercial tests than desired, and our operating revenue is down. However, we maintain, that we are in the strongest strategic position yet, and despite a net loss of 19.1 million, in cash of 22.1 million in the bank, we want

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