Immuron Limited · ASX:IMC
Immuron — Coffee Microcaps Conference (September 2025)
18 slides from Immuron's conference presentation, Sep 16, 2025
Slide 1: Investor Presentation
16 September 2025 Steven Lydeamore Chief Executive Officer Investor Presentation NASDAQ: IMRN ASX: IMC
Slide 2: Safe Harbor Statement
Certain statements made in this presentation are forward - looking statements and are based on Immuron’s current expectations, estimates and projections. Words such as ” anticipates,” “expects,” “intends,” “plans,” “believes,” ” seeks,” “estimates,” “guidance” and s imilar expressions are intended t
Slide 3: Executive summary, company overview and financial snapshot
3 Continued quarter on quarter growth of Travelan® from growth drivers Australian launch of ProIBS 1Q CY2026 Clinical Development Travelan® IMM - 124E: 1H 2026: End of Phase 2 FDA meeting (Phase 2; n=60) IMM - 529 (CDI): Immuron anticipates FDA approval of IND in December 2025 Results, Upcoming Mile
Slide 4: 1. Financial & Operational Highlights
1. FINANCIAL & OPERATIONAL HIGHLIGHTS
Slide 5: FY25 Financial Summary
5 FY25 Financial Summary Global Sales Revenue $7.3m Up 49% Australian Sales Revenue $5.3m Up 40% North American Sales Revenue $2.0m Up 76% Gross Profit Margin 65.4% EBITDA (ex - R&D) 1 $(3.1)m $2.1m improvement Cash + Term Deposit $5.9m (excludes A$2.8m raised from the US placement) 2 1 ex - R&D : a
Slide 6: Travelan continued strong sales growth
6 Travelan® continued strong sales growth Global + FY2025 AUD$7.3 million up 49% on prior year Australia + FY2025 AUD$5.2 million up 40% on prior year + Secured core ranging in additional nine pharmacy banner groups North America + FY2025 AUD$2.0 million up 76% on prior year + Strongest sales growth
Slide 7: Commercial – Operational Highlights
7 Commercial – Operational Highlights Travelan ® / Protectyn® • $3.29m global sales • $2.36m Australia • $0.93m North America • $4.00m global sales • $2.89m Australia • $1.11m North America • $2.55m global sales • $1.87m Australia • $0.67m North America • $2.36m global sales • $1.87m Australia • $0.
Slide 8: Opportunity to Convert Billion Dollar Traveller's Diarrhoea Market
8 Opportunity to Convert Billion Dollar Traveller’s Diarrhoea Market from Relief to Prevention by Travelan® Billion Dollar Market Traveller’s diarrhoea treatment market is large and growing at a CAGR of ~7% 1 Industry tailwinds International travel continues to grow Travel to high - risk destination
Slide 9: Expansion of Travelan Distribution
EXPANSION OF TRAVELAN® DISTRIBUTION 9
Slide 10: 2. Clinical Development Program
2. CLINICAL DEVELOPMENT PROGRAM
Slide 11: Revenue generating with a strong clinical development pipeline
11 Revenue generating with a strong clinical development pipeline 29 August 2025 30 August 2024 Indication Clinical study report submitted to FDA in January 2025 Awaiting Travelan® Uniformed Services University clinical trial topline results (anticipated October 2025 ) before requesting end of Phase
Slide 12: Status of product portfolio and key milestones
12 Status of product portfolio and key milestones Anticipated Dates Current Status Collaborator or Funding Source Registration Phase 3 Phase 2 Phase 1 Preclinical Peak U.S. sales Compound Indication 1H 2026 2H 2025 Topline Data 100% of 866 participants recruited Uniformed Services University US$ 102
Slide 13: Immuron's Clinical Programs – Opportunity Assessment
IMMURON’S CLINICAL PROGRAMS – OPPORTUNITY ASSESSMENT › Immuron’s development of IMM - 124E (hyperimmune bovine colostrum) as a prescription medication has the potential to address this unmet need › Primary care physicians (PCP)s impressed with clinical efficacy endpoint targets demonstrating > 80% p
Slide 14: World First Triple Mechanism of Action for CDI
WORLD FIRST TRIPLE MECHANISM OF ACTION FOR CDI IMM - 529: pre - IND filed with FDA July 2024; successful pre - IND meeting IMM - 529 will be indicated for the treatment of recurrent C. difficile infection Indication / Target Population • Novel antibody - containing therapeutic which neutralizes C. d
Slide 15: 3. Upcoming Milestones & Outlook
3. UPCOMING MILESTONES & OUTLOOK
Slide 16: Upcoming Milestones & Outlook
16 Upcoming Milestones & Outlook Commercial + Continued quarter on quarter growth of Travelan® from growth drivers + Australian launch of ProIBS in Q1 CY2026 + Planned growth in profitability 1 of Hyperimmune products net of planned increased investment in selling & marketing Clinical IMM - 124E (Tr
Slide 17: Scientific references
17 Scientific references Travelan® (IMM - 124E) Scandinavian Journal of Gastroenterology, 46:7 - 8, 862 - 868, DOI: 10.3109/00365521.2011.574726 Travelan® has been shown to reduce both the incidence and severity of ETEC - induced diarrhea in up to 90% of volunteers Military Health System Research Sy
Slide 18: Contact Information
EMAIL: STEVE@IMMURON.COM PHONE: AUSTRALIA: +61 438 027 172 STEVEN LYDEAMORE CHIEF EXECUTIVE OFFICER IMMURON LIMITED CONTACT INFORMATION:
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