September 2026 Quarterly Investor Webinar Presentation
Released
Released
Announcement PDF
Advanced therapies. Compassionate care.
1
ASX : EMD
Quarterly Update for
the period ended 30
September
Quarterly Webinar
This presentation has been prepared by Emyria Limited ACN 625 085 734 (Company or Emyria). This
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reliance on these forward-looking statements, which reflect the view of Emyria only as of the date of this
presentation. Emyria will not undertake any obligation to release publicly any revisions or updates to
these forward-looking 2statemEemntsyrtiao r|efUleSctInevveesntotsr,
Rciorcaudmshsotawnc|esOocrtoubnearn2ti0c2ip6ated events occurring after the date of this
presentation except as required by law or by any appropriate regulatory authority.
Important notice and disclaimer
Important notice and disclaimer
All medicines carry risks and specialist prescribers, such as registered psychiatrists, are best placed to
assess the suitability of a new medication against a patient's individual circumstances and medical
history before proceeding. Adverse effects of MDMA include high blood pressure, increased pulse rate,
faintness, and panic attacks, and in some rare cases it can cause loss of consciousness or trigger seizures.
Other side effects include involuntary jaw clenching, decreased appetite, restless legs, nausea,
headache, sweating and muscle/joint stiffness. Adverse effects of psilocybin can include temporary
increase in blood pressure and a raised heart rate. There may be some risk of psychosis in predisposed
individuals. The effects of MDMA and psilocybin are unlikely at low doses in the treatment regimens used
in psychedelic-assisted psychotherapy while appropriately managed in a controlled environment with
direct medical supervision. The risk profile of the MDMA inspired compounds is currently unknown. The
availability of these products is subject to the safety and efficacy of the products being tested through
clinical trials. Emyria makes no representations or warranties as to the safety or efficacy of the products or
the products' ability (or the ability of its key compounds) to be used in the treatment of indications such
as PTSD. There are currently no approved products containing MDMA, psilocybin or MDMA inspired
compounds that the TGA has evaluated for quality, safety and efficacy.
United States. This presentation does not constitute an offer to sell, or a solicitation of an offer to buy,
securities in the United States. Emyria's securities have not been, and will not be, registered under the US
Securities Act of 1933, as amended, or the securities laws of any state of the United States, and may not
be offered or sold in the United States except in transactions exempt from, or not subject to, those
registration requirements.
Currency. All amounts are in Australian dollars (A$) unless stated otherwise. US dollar (US$) equivalents
are provided for convenience only, at A$1.00 = US$0.69 (Reserve Bank of Australia, 2 October 2026).
Advanced therapies. Compassionate care.
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Clinics across four states
5
Treatment beds
18
Clinician Workforce
(APs+therapists)
~145
Patients treated
>160
FY26 revenue, up 191%
A$4.05m
ASX: EMD
Building a National
network of specialty
mental health clinics
Treating PTSD and treatment-
resistant depression
Who are we?
1) Patients, clinics, beds and revenue as reported for FY26 See ASX announcement 8 September 2026
Brisbane
Perth (x2) Mornington
Sydney
Advanced therapies. Compassionate care.
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Worldwide first mover advantage
A Regulated Access Pathway For Psychedelics to Treat our Most Serious and Urgent Mental Health Conditions
SOURCES
1 .https://www.tga.gov.au/news/media-releases/change-classification-psilocybin-and-mdma-enable-prescribing-authorised-psychiatrist
2 1).https://www.abs.gov.au/statistics/health/mental-health/national-study-mental-health-and-wellbeing/latest-release#key-statisticss
MDMA-assisted therapy
For PTSD
Psilocybin-assisted therapy
For Depression
Australia
is the FIRST jurisdiction in
the world to reschedule
two promising treatments1
This
regulation
change has
created a
Significant
Market
Opportunity.
~1.5M adults in Australia have
PTSD (~7%)1
Significant Total
Addressable Market
~1.1M adults in Australia have
Major Depression (~4%)1
Advanced therapies. Compassionate care.
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Major Funders are Spending Millions Annually
Private
Health Insurers
Department of
Veterans’ Affairs
Other
Insurers
$2B ($219M/yr in 2024 alone)
Spent by Medibank on mental health
hospitalisations in last 10 years
$100M
The Government spends
on veteran
mental health
each year 4
$300M/yr
Life insurers paid out more
than
for retail mental health claims 7
$2.4B in 2024
SOURCES:
1. https://www.heraldsun.com.au/health/mental-health/alarming-research-shows-extent-of-mental-health-crisis-in-australia/news-story/66f6937a316f9dd54673c5a6f692b232
2, 3. https://www.medibank.com.au/livebetter/newsroom/post/medibank-group-marks-50-years-with-additional-50m-mental-health-investment-taking-total-to-100m
4. https://www.dva.gov.au/sites/default/files/twrp_mhpr.pdf
5, 6. https://www.theaustralian.com.au/nation/defence/onequarter-of-adf-personnel-not-medically-fit-to-deploy-senate-estimates-told/news-story/3b2e26b4930cecb3575c237ea0b65d1d
7. https://www.abc.net.au/news/2025-07-16/spike-in-mental-health-illness-claims-super-funds-delay-payouts/105531022
8, 9. https://www.afr.com/companies/healthcare-and-fitness/hcf-says-soaring-mental-health-claims-driving-up-premiums-20261019-p614zz
Total recent investment from
Medibank into the future of mental
health, with $50M committed over
the next five years3
2
Reimbursement has commenced for Psychedelic Assisted Therapy
of HCF’s open gold-tier
claims are for mental health
issues
1
of ADF personnel currently
considered unfit to deploy
25%
of personnel deemed unfit to
deploy classified as being in
“rehabilitation”
13%
5
6
increase in average private
health insurance benefit
over last five years
90%
18%
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Advanced therapies. Compassionate care.
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SCREENING
AND
PREPARATION
ACTIVE TREATMENT PROTOCOL
FOLLOW-UP
Dosing
Day 1
(8 hrs)
Patient journey I Treatment model + bed capacity
Medication, ~90 hours of Supervised Intensive Psychotherapy, Follow-Up
Dosing
Day 2
(8 hrs)
Dosing
Day 3
(8 hrs)
PTSD only
~6-12 weeks ~4-6 weeks 12 months
Clinic Beds
Dosing
days /
week
Perth (x2) 8 40
Brisbane 3 15
Melbourne 3 15
Sydney 4 20
= 18 90
BED CAPACITY
~A$10k
Revenue per dosing
day
~A$33k
Total per PTSD course
(3 dosing days)
~A$22k
Total per TRD course
(2 dosing days)
Advanced therapies. Compassionate care.
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Maturing clinic I Perth Clinic dosing days May 2025 to June 2026
* Monthly stand alone clinic breakeven.
Seasonal
Impact -
Christmas
Seasonal
Impact –Easter
31
SOURCES:
1. See ASX announcement 11 June 2026
Clinic Capacity 80 dosing days / month
Advanced therapies. Compassionate care.
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Quarterly Highlights
This quarter has seen major developments for EMD
Record Quarterly Revenue of First cohort of DVA approvals received,
Presentation at FDA
Hearing
Executive Chair Greg Hutchinson was
invited to present in person to US
regulators at the US FDA public
hearing on the future of psychedelic
medicines.
Opening of first
Sydney Clinic
NSW clinic opened in September 2026,
expanding the company’s footprint to
four states, increasing national
treatment capacity to up to 90 dosing
sessions per week.
Unlocked clinician
capacity
Additional Authorised Prescriber
availability in Perth (2) & Brisbane (3)
clinics to enable greater dosing capacity;
increased therapist recruitment and
training (15) to meet TGA therapist
requirements in Perth.
Appointment of
Strategic Advisor
Former US Secretary of Veterans Affairs
Dr David Shulkin appointed as Strategic
Advisor, to help explore US opportunities.
Webinar interview recorded with
Secretary Shulkin & Executive Chair Greg
Hutchinson.
$1.42m 40+ referrals in pipeline
Advanced therapies. Compassionate care.
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Momentum in Psychedelic Medicine Sector Continues to Build
A new era is unfolding in psychedelic medicine – first-mover Emyria is well positioned to take
advantage of the opportunities that are arising
Recent macro catalysts provide significant tailwinds for Emyria
Advanced therapies. Compassionate care.
10 Advanced therapies. Compassionate care.
Emyria | Looking Ahead
Delivering on commitments to shareholders
Core focus areas:
• Starting first DVA-funded treatments for veterans
• Pursuing US commercial and partnership opportunities supported by Strategic Advisor Dr David Shulkin
• Growing referrer education and increasing use of Empax network capacity
• Leveraging our clinical infrastructure, treatment delivery expertise and real-world evidence to support future
international commercial opportunities
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Investor Q+A
Greg Hutchinson
ghutchinson@emyria.com
Mary-Ann
Rennie
mrennie@emyria.com
Investor /
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