AcouSort (ACOU) Status Update summary

Market opportunity and technology

• Significant growth expected in cell therapy, diagnostics, and flow cytometry markets, all facing bottlenecks in manual sample preparation.

• AcouSort's acoustofluidic technology automates and miniaturizes sample preparation, enabling integration into partner devices.

• Technology combines microfluidics and ultrasound for versatile, instant separation of blood components and other particles.

• OEM modules and research instruments facilitate both commercial and academic adoption.

• Validated in the Werfen GEM7000 system, which is FDA-approved and unique in offering inline hemolysis detection.

Business model and financial outlook

• Revenue model based on OEM module sales and recurring consumable sales as products reach market.

• Estimated annual revenue per partnership: $5–10 million in diagnostics, $10–60 million in cell therapy.

• Proceeds from recent share issue, secured to 73%, expected to fund operations through end of 2026, factoring in Werfen royalties and other secured funding.

• Ongoing efforts to expand investor base internationally and secure future funding.

Collaboration and partnership status

• Active collaborations in cell therapy and flow cytometry, with US and European partners at various evaluation and development stages.

• Werfen partnership is commercialized; other collaborations are in discussion or evaluation phases, with some slowed by partner priorities or funding rounds.

• Feasibility studies and evaluation kits remain important for partner engagement, though improved technology has reduced the need for extensive feasibility projects.

• Key opinion leader collaborations are generating data, publications, and industry connections, supporting future commercial opportunities.