Emyria Year End Presentation for Investor Webinar
Released
Released
Announcement PDF
ASX : EMD
Investor update for
the full year ended
30 June 2026
September 2026
Investor Webinar
Disclaimer
This presentation has been prepared by Emyria Limited ACN 625 085 734 (Company or Emyria). This presentation is not a financial product or investment advice or recommendation, offer or invitation by any person or to any
person to sell or purchase securities in Emyria in any jurisdiction. This presentation contains general information only anddoes not consider the investment objectives, financial situation and needs of individual investors.
Investors should make their own independent assessment of the information in this presentation and obtain their own independent advice from a qualified financial adviser having regard to their personal objectives, financial
situation and needs before taking any action. No representation or warranty, express or implied, is made as to the accuracy,completeness, reliability or adequacy of any statements, estimates, opinions or other information, or
the reasonableness of any assumption or other statement, contained in this presentation. Nor is any representation or warranty (express or implied) given as to the accuracy, completeness, likelihood of achievement or
reasonableness of any forecasts, prospective statements or returns contained in this presentation. Such forecasts, prospective statements or returns are by their nature subject to significant uncertainties and contingencies,
many of which are outside the control of Emyria. To the maximum extent permitted by law, Emyria and its related bodies corporate, directors, officers, employees, advisers and agents disclaim all liability and responsibility
(including without limitation any liability arising from fault or negligence) for any direct or indirect loss or damage whichmay arise or be suffered through use or reliance on anything contained in, or omitted from, this presentation.
An investment in Emyria securities should be considered speculative and is subject to investment and other known and unknownrisks, some of which are beyond the control of Emyria. Emyria does not guarantee any rate of
return or the absolute or relative investment performance of Emyria securities. The distribution of this presentation including in jurisdictions outside Australia, may be restricted by law. Any person who receives this presentation
must seek advice on and observe any such restrictions.
This release may contain certain forward-looking statements with respect to matters including but not limited to the financial condition, results of operations and business of Emyria and certain of the plans and objectives of
Emyria with respect to these items. These forward-looking statements are not historical facts but rather are based on Emyria's current expectations, estimates and projections about the industry in which Emyria operates, and its
beliefs and assumptions. Words such as "anticipates," "expects," "intends," "plans," "believes," "seeks," "estimates", "guidance" and similar expressions are intended to identify forward looking statements and should be
considered an at-risk statement. Such statements are subject to certain risks and uncertainties, particularly those risks or uncertainties inherent in the process of developing technology and in the endeavour of building a
business around such products and services. These statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and other factors, some of which are beyond the control of
Emyria, are difficult to predict and could cause actual results to differ materially from those expressed or forecasted in the forward looking statements. Emyria cautions shareholders and prospective shareholders not to place
undue reliance on these forward-looking statements, which reflect the view of Emyria only as of the date of this release. The forward-looking statements made in this announcement relate only to events as of the date on which
the statements are made. Emyria will not undertake any obligation to release publicly any revisions or updates to these forward-looking statements to reflect events, circumstances or unanticipated events occurring after the date
of this announcement except as required by law or by any appropriate regulatory authority.
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. Adverseeffects 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 thetreatment 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.
Advanced therapies. Compassionate care.
3
Emyria is building a national network of clinics
specialising in delivery of Psychedelic Assisted
Therapy for PTSD and Treatment Resistant
Depression
Who are we?
Emyria is addressing a significant and escalating gap in the mental healthcare market
Advanced therapies. Compassionate care.
4
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-psychiatrists
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
Multi-billion
Dollar
Industry.
Advanced therapies. Compassionate care.
5
Major Funders are spending Hundreds of Millions each year on
mental health
Private
Health Insurers
Department of
Veterans’ Affairs
Other
Insurers
$2B
spent by Medibank on mental health
hospitalisations in last 10 years,
$219M/yr
in 2024 alone. 1
The Government spends
on veteran mental
health each year. 2
$300M/yr
Almost three in four (veterans) are
estimated to have met criteria for a mental
disorder at some stage in their lifetime. 3
Life insurers … paid out more than
for retail mental health claims in 2024 4
$2.2B 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. https://www.dva.gov.au/sites/default/files/twrp_mhpr.pdf
3. https://www.dva.gov.au/news/latest-stories/report-hospitalisations-suicidality-and-self-harm-released#:~:text=The%20Australian%20Government%20is%20committed,%E2%80%93%20Veterans%20&%20Families%20Counselling%20Service.
4. https://www.abc.net.au/news/2025-07-16/spike-in-mental-health-illness-claims-super-funds-delay-payouts/105531022
Only 26% of insured adults
Advanced therapies. Compassionate care.
6
SCREENING
AND
PREPARATION
ACTIVE TREATMENT PROTOCOL
FOLLOW-UP
Dosing
Day 1
(8 hrs)
Each dosing day ~$10,000 revenue
PTSD Total treatment cost / patient ~$33,000
Treatment Resistant Depression cost / patient ~$22,000
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
*When operational
BED CAPACITY
Significant Total Addressable Market
~1,100,000 adults in Australia have major depression (~4%)
~1,500,000 adults in Australia have PTSD (~7%)
SOURCES:
1) https://www.abs.gov.au/statistics/health/mental-health/national-study-mental-health-
and-wellbeing/latest-release#key-statistics
1
1
Advanced therapies. Compassionate care.
7
Investment Phase Revenue Generation
Projected break-even point
Months 1-3 Months 4-6 Months 6-9 Months 9-12+
Clinic set-up Open clinic &
commence screening
Dosing day ramp-up Optimise dosing
day utilisation
Fit-out & recruitment commences
Typical timeline to projected clinic profitability
Current Clinic Status
Sydney
Perth Clinics
Brisbane
Mornington (VIC)
Advanced therapies. Compassionate care.
8
$1.39M
$4.05M
Full year ended 30 June in Review: A Year of Demonstrable Growth
Yearly
Revenue
($AUD)
+191%
1
5
Clinics
Operational*
FY25
FY26
Beds
Operational*
4
18
~30
~145
6
17
24
138
Clinicians
Trained *
(Australia-wide)
Total Authorised
Prescribers **
(Australia-wide)
+ Launch of Empax
Global Partnership
Program
+ Government payer
access announced
(DVA funding)
+ Medibank
agreement, national
funding
+ Clinically significant
results from Emyria’s PTSD
& treatment resistant
depression program
+4 +14 +333% +183% +475%
Total Patients
Treated
*Includes those announced not yet operational
**Includes those trained / approved after 30 June 2026
Advanced therapies. Compassionate care.
9 Advanced therapies. Compassionate care.
Emyria | Looking Ahead
Delivering on commitments to shareholders
Core focus areas for financial year 2027:
• Increase clinic utilisation of existing clinics in Australia
• Continued expansion of Australian clinic network
• Continued pursuit of additional reimbursement pathways
• Continue progressing drug development programs through targeted, non-dilutive funding
• Explore opportunities in jurisdictions outside Australia, including New Zealand and the USA
• Grow our Empax Global Partnership Program
9
Advanced therapies. Compassionate care.
10
Significant momentum in global psychedelic drug treatments
SOURCES
1. https://psychedelics.berkeley.edu/clinical-trials-map
Emyria is well positioned to leverage this momentum, creating the infrastructure and writing
the playbook for psychedelic drug delivery
Recent macro catalysts provide significant tailwinds for Emyria
Investor Q+A
Greg Hutchinson
ghutchinson@emyria.com
Mary-Ann
Rennie
mrennie@emyria.com
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