Full Year 2026 Vitrafy Life Sciences Ltd Earnings Call Transcript

Aug 3, 2026 / 11:00 PM GMT

Transcript

Key Points

Positve

Vitrafy Life Sciences Ltd (ASX:VFY) achieved a significant scientific milestone with the US Army's phase two in vitro study, demonstrating 94.4% platelet recovery versus the ~50% standard in Europe and 75% for fresh platelets in the US, a step-change in outcomes.
The company has successfully expanded its commercial partnerships, signing agreements with Vitalant and Hoxworth Blood Center in the US civilian blood market, and a global partner (IMV) in animal reproduction, which is already generating revenue.
Vitrafy Life Sciences Ltd (ASX:VFY) has transitioned from design to manufacturing, producing 10 research-use-only units with 15 more in the pipeline, and is on track for FDA medical device registration (Class 2 510 exempt) before the end of the calendar year.
The company has built a strong US foundation, including a highly experienced team (e.g., Tim Costello and Dr. Heather Pidcote) and plans for full US operations, with the CEO relocating to the US to lead the expansion.
Vitrafy Life Sciences Ltd (ASX:VFY) has a strong cash position of $41.2 million (plus an additional $2 million from the SPP), providing ample funding to scale manufacturing and build out US operations, with a clear path to a mix of debt and equity for future capital needs.

Negative

Vitrafy Life Sciences Ltd (ASX:VFY) incurred significant costs in FY26, with approximately $6 million in consulting and materials expenses, which will need to be managed as the company transitions to production.
The company faces execution risk in scaling up US manufacturing and operations to meet anticipated demand, with a noted risk of not having capacity in place to fulfill high demand.
The regulatory pathway for FDA clearance is still in progress, with validation and verification work ongoing, and there is no guarantee of approval before the end of the calendar year as expected.
The cell and gene therapy market has experienced a lull due to government and market changes, and while pipeline conversations are progressing, conversions are expected to be 'ones and twos' rather than large-scale deals in the near term.
The company's revenue is still relatively small, with contracted revenues just over $1 million, and it remains heavily dependent on a few key partnerships (e.g., IMV, Huon, and Tassal) for near-term income.

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

VFY.AX - Vitrafy Life Sciences Ltd
Full Year 2026 Vitrafy Life Sciences Ltd Earnings Call
Aug 03, 2026 / 11:00PM GMT

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Presentation
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All right.

Good morning all.

Thank you very much for joining Invitify Life Sciences FY26 Annual Results presentation.

I'm Tim Sharp, your host this morning for this year's Annual Results presentation. We are also joined by Managing Director and CEO Brent Owens and Chief Financial Officer Simon Martin, who will present this year's financial results.

If you do have any questions throughout the presentation, please utilise the chat function located at the bottom of the Zoom platform. We will hold all questions to the end of the presentation, where we will have a Q&A session with both Brent and Simon.

Right now, I'd like to hand over to Mr. Brent Owens, Managing Director

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