Glycorex Transplantation (GTAB) investor relations material

Universal blood products

• A strategy announced the prior week targets a broader business in universal plasma, platelet preparations and potentially whole blood for civilian and military use.

• CE-marked 4 ml technology currently produces single-unit plasma; the speaker described it as uniquely capable of making universal products.

• A 2024 NHSBT survey found 71% of U.K. hospitals would like to or potentially replace current plasma products with universal plasma.

• Plans call for partnerships with blood banks in Sweden and Scandinavia to produce off-the-shelf products; longer-term formats include fresh-frozen or freeze-dried universal plasma.

Transplantation business

• The device has been marketed for 25 years and used in more than 8,000 ABO-incompatible transplantations.

• Plasma filtration removes anti-A and/or anti-B antibodies in a few hours, enabling transplantation across blood groups; plasma exchange can take several days and is more strenuous.

• Measured 11-year graft survival was described as comparable to ABO-compatible transplants; the technology is present in 30 markets.

• Chronic kidney disease is projected to be the fifth leading cause of death in 2040; cited kidney wait times for blood group O patients are up to 10 years in the U.K. and two to three years in Sweden.

Market and indication expansion

• Growth priorities include emerging markets in Asia and Latin America, with interest in expanding access to the transplant technology.

• U.S. pediatric heart transplantation is a current focus; a methodology developed with Great Ormond Street Hospital is attracting U.S. implementation interest.

• Expansion into deceased-donor transplantation is also planned, including research collaborations in Australia on deceased-donor kidneys.

• New-market regulatory processes take at least six months; special-access programs have started in Malaysia to enable sales to local doctors.