Emyria (EMD) Investor presentation summary

Market opportunity and mental health landscape

• Over a billion people globally live with mental health conditions, with prevalence rising to 13.6%.

• Mental health services are fragmented and require urgent scaling worldwide.

• Australia has rescheduled psilocybin and MDMA, enabling psychiatrists to prescribe these for PTSD and depression.

• The total addressable market in Australia includes 1.5 million adults with PTSD and 1.1 million with major depression.

• Average treatment costs are $33,000 for PTSD and $22,000 for depression.

Business model and clinical delivery

• A network of clinics is being established to deliver psychedelic-assisted therapy at scale using a capital-light approach.

• The treatment model includes medication, approximately 90 hours of supervised psychotherapy, and 12 months of follow-up.

• Each full treatment cycle costs around $10,000 per patient.

• Over 100 trained clinicians, regulatory approvals, secure drug supply, and dedicated facilities support scalable delivery.

• The company is generating revenue and delivering durable patient outcomes.

Clinical results and impact

• Case studies show patients with treatment-resistant PTSD returning to work and remaining in remission over 12 months after therapy.

• Real-world data indicates 67% of patients no longer meet PTSD criteria and 76% show clinically significant improvement after treatment.

• Patients continue to improve even after active treatment ends.