Adherium Secures A$887K R&D Tax Refund Plus NZ$242K Claim to Boost Cash Reserves

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Key Takeaways

Adherium secures A$887,136 R&D tax refund from the ATO, with an additional NZ$242,026 claim pending, providing non-dilutive funding to support its FDA-cleared Hailie Smartinhaler platform.

  • A$887,136 Australian R&D tax refund has been released, with an additional NZ$242,026 pending from New Zealand
  • Non-dilutive funding extends operational runway without impacting existing shareholder equity
  • The Hailie Smartinhaler platform is FDA-cleared and has sold over 180,000 devices globally
  • R&D incentives provide external validation of Adherium's innovation focus and development activities

Adherium secures A$887,136 R&D tax refund to bolster cash reserves

Adherium Limited (ASX: ADR) has confirmed the release of A$887,136 from the Australian Taxation Office under the Federal Government’s Research and Development Tax Incentive program. The Adherium R&D Tax Incentive Refund represents non-dilutive funding that strengthens the company’s cash position without shareholder dilution. The company has also lodged a NZ$242,026 R&D tax credit claim with New Zealand’s Inland Revenue, expected to be received in the coming weeks.

The refunds relate to eligible research and development activities undertaken during FY25. For small-cap healthcare companies advancing development programmes, non-dilutive capital extends operational runway whilst preserving shareholder equity.

What is the R&D Tax Incentive?

Australia’s R&D Tax Incentive program offers tax offsets for eligible research and development activities to encourage innovation. Companies with turnover under $20 million receive a refundable tax offset, meaning they can claim a cash refund even if they have no tax liability. New Zealand operates a similar programme designed to support innovation-focused businesses.

The mechanism provides predictable annual cash inflows tied to qualifying development work, rewarding companies that maintain active R&D programmes.

Funding supports Hailie platform advancement

The Adherium R&D Tax Incentive Refund validates ongoing investment in the company’s core Hailie Smartinhaler platform, which has achieved US FDA clearance and sold more than 180,000 devices globally. The Hailie solution is a connected respiratory device enabling remote monitoring of medication adherence, providing clinicians with visibility into patient medication use history.

The platform’s capabilities include:

  • Remote monitoring of medication usage parameters and adherence
  • Clinician and healthcare provider access to patient data
  • SDK and API integration tools for data capture and sharing
  • Mobile and desktop app functionality
  • Broad range of sensors connected to respiratory medications

The refund confirms the company’s development activities meet regulatory criteria for innovation support, providing external validation of its R&D focus whilst the platform continues to gain commercial traction.

Management perspective on non-dilutive funding

Dawn Bitz, CEO and Managing Director

“We are grateful for the continued support provided through the Australian and New Zealand R&D tax incentive programs. These initiatives play an important role in enabling innovation by providing valuable non-dilutive funding, allowing us to advance our development programs efficiently and create long-term value for our investors.”

The CEO’s comments emphasise the strategic importance of R&D incentives in enabling efficient capital allocation, particularly for development-stage healthcare companies where shareholder dilution can materially impact existing equity holders.

Combined R&D incentives summary

The Australian refund has been released, whilst the New Zealand claim is expected to be received over the coming weeks.

Jurisdiction Amount Status
Australia A$887,136 Released
New Zealand NZ$242,026 Lodged, pending

The combined incentives provide meaningful working capital support for a company advancing its commercially deployed, FDA-cleared respiratory management platform.

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John Zadeh
By John Zadeh
Founder & CEO
John Zadeh is a seasoned small-cap investor and digital media entrepreneur with over 10 years of experience in Australian equity markets. As Founder and CEO of StockWire X, he leads the platform's mission to level the playing field by delivering real-time ASX announcement analysis and comprehensive investor education to retail and professional investors globally.
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