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ImpediMed Limited (IPDQF) Shareholder/Analyst Call Prepared Remarks Transcript

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⚡ Quantum Brief
ImpediMed announced a CEO transition on April 7, 2026, with Erik Anderson replacing Parmjot Bains to lead the company’s next growth phase. The SOZO platform expanded its addressable market by adding two clinical indications: body composition monitoring for weight management and fluid status tracking in heart health. U.S. reimbursement coverage for breast cancer-related lymphedema (BCRL) reached 93% of covered lives, a major milestone strengthening commercial potential. The Board emphasized accelerating revenue growth in the U.S. market as the top priority under Anderson’s leadership, leveraging existing reimbursement and market position. Bains’ tenure established operational and commercial foundations, positioning ImpediMed for long-term expansion in precision medicine and diagnostic technologies.
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SA Transcripts159.23K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call ImpediMed Limited (IPDQF) Shareholder/Analyst Call April 6, 2026 9:30 PM EDT Company Participants Christine Emmanuel-DonnellyParmjot Bains - MD, CEO & DirectorErik Anderson Presentation Christine Emmanuel-Donnelly Good morning, and good evening to those joining us from the United States. Thank you for joining ImpediMed's investor briefing today. My name is Christine Emmanuel-Donnelly, and I'm Chair of the Board of ImpediMed. I'm joined today by Dr. Parmjot Bains, our outgoing CEO and Managing Director; and joined by Mr. Erik Anderson, who today, 7th of April, commences as ImpediMed's Chief Executive Officer and Managing Director. And also on the call is our Chief Financial Officer, McGregor Grant. So the company released an ASX announcement this morning outlining this leadership transition. Today's briefing provides investors with the opportunity to hear directly from both Parmjot and Erik at this important juncture for the company. And before handing over, I'd like to make a few remarks on behalf of the Board. So over the past 2 years, ImpediMed has progressed through a period of meaningful change. During Parmjot's tenure, the company has built robust operational and foundational -- commercial foundations to support long-term growth. The addressable market for the SOZO platform has expanded significantly with the introduction of 2 clinical indications, body composition monitoring and weight management and fluid status monitoring in heart health, complementing and also providing synergy to our core BCRL offering. Importantly, reimbursement coverage for BCRL in the U.S. has now reached 93% of covered lives. This represents a major commercial achievement and positions the company strongly for its next stage of development. The Board believes that the next phase of growth will be driven by further enhanced commercial execution, particularly in the U.S. market. The focus now is on converting our strong market position and broad reimbursement access into accelerated revenue growth. This is the mandate entrusted to Erik and

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