Patrys Limited · ASX:PAB
Patrys — Investor Presentation (October 2026)
17 slides from Patrys's investor presentation, Oct 13, 2026
Slide 1: Bridging Gaps in Therapeutic Care
ASX:PAB rsonal use only INVESTOR PRESENTATION · OCTOBER 2026 Brid g ing G ap s in Therap eutic C are Developing the potential first treatment for delirium approved broadly In the clinic Known molecule FDA 505(b)(2) pathway Global unmet need patrys.com
Slide 2: Disclaimer
Disclaimer The following material is for general information purposes only and is not to be relied upon for the making of an investment decision. Any rsonal use only investment in Patrys Limited ACN 123 055 363 (Patrys) is subject to investment risk including the possibility of loss of capital inves
Slide 3: Patrys at a Glance
Patrys at a G lance rsonal use only RLS-2202: proprietary IV quetiapine for delirium in acute care. Leveraging an established blockbuster molecule, and now in the clinic. UNMET NEED LARGE MARKET PROTECTED IP CLEAR PATHWAY ~80% >US$2B ~2042 Q1 2027 of ventilated ICU patients estimated serviceable pat
Slide 4: Delirium: The Hidden Crisis in Acute Care
Delirium: The Hidden Crisis in Acute Care 81.7% rsonal use only of ventilated ICU patients developed delirium¹ 3.2× 2–3× +7 days 8–9× higher adjusted 6-month higher ICU and hospital longer in hospital² higher risk of developing mortality risk¹ costs² Dementia3 *Tomlinson et al., Drugs Aging 2024;41:
Slide 5: A global opportunity with no approved therapy
A g lo bal o p p o rtunity with no ap p ro ved therap y * rsonal use only MARKET COMMON ACROSS ACUTE CARE* >US$2B Intensive care 30–80% estimated serviceable addressable market, per year¹ Palliative care 22–62% ICU Aged care RLS-2202 is positioned as the potential 15–40% first widely approved therap
Slide 6: No Approved Treatment, Only Workarounds
No Approved Treatment, Only Workarounds* rsonal use only WHAT CLINICIANS HAVE T H E G AP WHAT ACUTE CARE NEEDS Off-label oral tablets, designed for A rapid IV option for agitated, chronic psychiatric conditions sedated or ventilated patients Off-label injectables, designed for sedation or psychosis
Slide 7: Quetiapine: A Blockbuster, Optimised for Acute Care
Quetiapine: A Blockbuster, Optimised for Acute care rsonal use only Proprietary intravenous quetiapine RLS-2202, designed designed for rapid, predictable treatment. Intensive care Palliative care Aged care LEVERAGING ASTRAZENECA’S SEROQUEL® From oral tablet to IV injection 1997 US$5.83bn Decades Fir
Slide 8: Why IV: Straight to the Bloodstream
W hy IV: Straig ht to the Blo o d stream rsonal use only Oral tablet Swallow Gut absorption Liver first-pass Bloodstream Brain Off-label today Needs a patient who can swallow; peak levels about 1.5 hours after a dose¹ RLS-2202 IV injection Gut and liver first-pass bypassed Bloodstream Brain Intraven
Slide 9: Designed to Fit the Clinical Workflow
D esig ned to Fit the C linical W o rkflo w RLS-2202 is designed to replace today’s off-label 46.8% rsonal use only label treatments within the existing ICU and post- of delirium patients given an operative workflow. antipsychotic received quetiapine, the most used (n=47)¹ Pre-operative Intra-operat
Slide 10: Wholly owned IP, protected to ~2042
W holly owned IP, p rotected to ~ 2042 WHAT THE PATENT APPLICATIONS COVER rsonal use only New formulation composition ~2042 PATENT PROTECTION TO * Method of use in delirium * Delivery formulation US · EU/UK · Australia 100% owned New filing in 2026 National phase entered Q4 2024 No trailing obligati
Slide 11: Why Reformulation De-Risks the Opportunity
Why Reformulation De-Risks the Opportunity rsonal use only New Drug Reformulated Existing Drug Unknown safety profile Extensive known safety profile FDA 505(b)(2) pathway, leveraging decades of Full development program existing data* New manufacturing process to develop and Quetiapine made at scale
Slide 12: Precedent: Reformulations Attract Major Buyers
Preced ent: Refo rm ulatio ns A ttract M ajo r Buyers rsonal use only ORAL TO IV · PAIN CARE KNOWN ANTIBIOTIC · NEW USE Ofirmev® (IV paracetamol) Tebipenem HBr (Spero Therapeutics) ~US$1.3bn Up to US$591M Mallinckrodt’s acquisition of Cadence Pharmaceuticals, GSK licence: US$66M upfront plus up to U
Slide 13: Path to Value: Near-Term Catalysts
Path to Value: N ear- Term C atalysts rsonal use only We are here Now Q1 2027 2027 2028 Goal Phase 1a FDA pre-IND Phase 1b/2a Pivotal study Approval or Healthy volunteers: Regulatory alignment on ICU patients: safety, Global ICU delirium partnering safety and PK the 505(b)(2) plan feasibility, first
Slide 14: World-Class Clinical Guidance
World-Class Clinical Guidance International Clinical Advisory Committee, formed September 2026 rsonal use only CHAIR · AUSTRALIA UNITED STATES NETHERLANDS JI JD MB Dr Johnny Iliff Prof John W. Devlin Prof Mark van den Senior emergency and critical care Chaired the 2018 SCCM PADIS ICU Boogaard clinic
Slide 15: Corporate Snapshot
C o rp o rate S nap sho t Capital structure Board and management rsonal use only Shares on issue¹ 674,845,324 Dr Samantha South Peter Christie Share price² 3.0c Chief Executive Officer Chairman Extensive CNS medical research background; 25+ years of ASX governance and board founding Director and COO
Slide 16: Why Patrys, Why Now
W hy Patrys, W hy N o w rsonal use only 1 Major unmet need, no approved treatment treatment Blockbuster molecule, de-risked pathway Five reasons to 2 look at Patrys now now 3 Already in the clinic 4 Near-term catalysts, continuing this quarter 5 World-class clinical advisors Patrys Limited (ASX:PAB)
Slide 17: Contact
Patrys Limited (ASX:PAB) Proven drug, better delivery. De-risked investment. rsonal use only Contact Dr Samantha South, Chief Executive Officer +61 421 117 241 · info@patrys.com patrys.com