Vitrafy Life Sciences (VFY) investor relations material

Strategic positioning and technology

• Provides foundational infrastructure for the global biologics economy through a proprietary cryopreservation platform targeting animal reproduction, blood, and cell & gene therapy markets.

• Integrated ecosystem includes hardware, software, and consumables, enabling end-to-end cryopreservation with recurring revenue streams.

• Technology validated by US Army and commercial partners, with superior scientific outcomes such as 94% post-thaw platelet recovery.

• Partnerships with Vitalant and IMV Technologies support rapid market entry and global scale in blood and animal reproduction sectors.

• Platform addresses critical market needs, including the 2027 US blood infrastructure replacement cycle and chronic shortages.

Market opportunity and commercial traction

• US blood industry faces urgent need for new cryopreservation solutions due to expiring legacy technology and ongoing supply shortages.

• Validated scientific results in blood platelets, T-cells, and animal reproduction, with commercial agreements in place and revenue generation underway.

• Multiple addressable markets prioritized: blood, animal reproduction, and cell & gene therapy, each with tailored go-to-market strategies.

• Vitalant partnership provides access to a major US blood network, with plans for broadscale adoption ahead of the 2027 deadline.

• IMV Technologies partnership enables global expansion in animal reproduction, with multi-species validation and lower regulatory barriers.

Business model and financials

• High-margin, recurring revenue model based on managed service fees and consumables, compounding with each installed device.

• Capital raise of $30m via institutional placement at $2.60 per share, with an additional $2m targeted through a share purchase plan.

• Proceeds allocated to device manufacturing, US sales and operations, working capital, and offer costs.

• New shares will rank equally with existing shares; placement represents ~18.1% of issued capital.

• Key upcoming milestones include FDA device registration, US market scale-up, and further commercial expansion.