Genfit (GNFT) KOL event summary

Introduction and agenda

• Event focused on the commercial and clinical potential of non-invasive MASH diagnostics, particularly NIS2+, with a strategic shift from drug development to diagnostics and monitoring.

• Agenda included company background, scientific validation, market insights, investment rationale, commercial strategy, and Q&A.

• Webcast coincided with major liver disease conferences in September 2026.

KOL background and credentials

• Professor Vlad Ratziu, a leading hepatologist from Paris and Sorbonne University, presented clinical and epidemiological insights on MASH.

• Speakers included company executives and a hepatology professor with editorial and clinical leadership roles.

• Extensive experience in MASH diagnosis, natural history, and drug development.

Market insights and analysis

• MASLD/MASH is a rapidly growing global health concern, with over 1.6 billion cases worldwide and strong links to obesity and type 2 diabetes.

• Nearly 90 million U.S. individuals with MASLD-related risk factors could benefit from blood-based MASH diagnostics, but less than 1% of eligible patients are currently treated.

• Approval of new therapies has shifted the bottleneck from drug availability to patient identification and monitoring.

• Market research identified six main bottlenecks, five of which are diagnostic-related, including lack of scalable, accurate tools and limited physician awareness.

• Market expansion expected in Europe and Asia through IVD strategy, leveraging broader accessibility and growing therapeutic markets.