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Pacific Edge (PEB) investor relations material
Pacific Edge AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Chair welcomed attendees, acknowledged predecessor's service, and reflected on the company's journey and recent milestones, emphasizing the significance of the draft Medicare coverage for Cxbladder Triage and Triage Plus.
Meeting agenda included addresses, Q&A, six resolutions, voting, and general business.
Directors, senior management, and auditors were introduced; apologies were recorded.
Housekeeping and participation instructions were provided for both in-person and online attendees.
Financial performance review
FY26 operating revenue dropped 47.4% to $11.5M, and commercial test volumes fell 23.8% due to Medicare non-coverage.
Net loss after tax increased 19.5% to $35.8M; cash burn reduced by 27.7% in 2H26 through expense management.
APAC region showed profitable operations on a direct cost basis, with increasing test throughput and margins.
A $36.1M capital raising post-balance date strengthened the balance sheet and supported strategic delivery.
Board and executive committee updates
Simon Flood chaired his first AGM after joining the board in December and assuming the role of Chair.
New board members introduced, with a focus on cash management and communications.
Bryan Williams was up for re-election, and Simon Flood for election as director.
Board process and governance described as a gentle evolution, maintaining strong oversight and transparency.
Director induction and ongoing collaboration between board and management highlighted.
- Draft Medicare coverage and capital raise support recovery after sharp revenue and volume declines.PEB
H2 2026 - Anticipated Medicare re-coverage and capital raise position for growth in cancer diagnostics.PEB
Investor presentation - Draft Medicare coverage and NZ$24m capital raise aim to restore growth and profitability.PEB
Investor update - Medicare loss drove a 45%+ revenue drop and $19.1M net loss, with recovery hinging on 2026 review.PEB
H1 2026 - AUA guideline inclusion and capital raise offset Medicare loss; all resolutions passed.PEB
AGM 2025 - Revenue up sequentially, net loss steady, and Medicare risk remains key for future growth.PEB
H1 2025 - Revenue up 22% as new products advance and Medicare uncertainty persists.PEB
AGM 2024 - Revenue and test volumes fell, but AUA guideline and new funding support future growth.PEB
H2 2025
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