Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — 20th Bioshares Summit (August 2026)
19 slides from Mayne Pharma's conference presentation, Aug 5, 2026
Slide 1: ASX Announcement: Mayne Pharma Bioshares Summit Presentation
ASX Announcement MAYNE PHARMA BIOSHARES SUMMIT PRESENTATION 5 August 2026, Adelaide, Australia: Mayne Pharma Group Limited (Mayne Pharma or the Company) (ASX: MYX), today provides the presentation to be given by the Company’s CEO Mr Aaron Gray to the 20th Bioshares Summit in Queenstown, New Zealand
Slide 2: Mayne Pharma Group Limited - 20th Bioshares Summit
For personal use only Mayne Pharma Group Limited 20th Bioshares Summit Aaron Gray CEO 6 August 2026
Slide 3: Disclaimer
Disclaimer The information provided is general in nature and is in summary form only. It is not complete and should be read in conjunction with the company’s audited Financial Statements and market For personal use only disclosures. This material is not intended to be relied upon as advice to invest
Slide 4: Snapshot
Snapshot Corporate Summary1,2 • Mayne Pharma is an ASX-listed specialty pharmaceutical company focused on commercialising novel pharmaceuticals, offering patients better, safe and more For personal use only accessible medicines Share price (ASX:MYX) $2.60 GICS Industry Group Code (Pharmaceuticals) 3
Slide 5: Mayne Pharma in 2026
Mayne Pharma in 2026 Branded Product Sales Now Represent a Significant Proportion (%) of Mayne Pharma’s Net Sales, Driving Margin Expansion For personal use only FY24 FY25 FY26 32% 68% 21% 79% 17% 83% 68% Branded │ 32% Generic 79% Branded │ 21% Generic 83% Branded │ 17% Generic 56% Gross Margin 61%
Slide 6: FY26 (Unaudited) Snapshot – Segments
FY26 (Unaudited) Snapshot – Segments For personal use only FY26 Revenue Contribution FY26 Segment Contribution FY26 Total Direct Contribution (A$m, % of total) (A$m, % of total) A$4.8, 4% A$70.7, 18% A$44.6, 42% $107.3m A$138.7, 36% A$174.3, 46% A$57.9, 54% Women’s Health Dermatology/DistributeRx In
Slide 7: Global Headcount & Sales Force
Global Headcount & Sales Force Global footprint T O TA L H E A D C O U N T 1 467 Employees For personal use only United States Women’s Health sales representation of 90 persons 223 82% Employees FY26 sales mix Lexington, KY | Raleigh, NC DistributeRx sales representation of 23 persons Mayne Pharma I
Slide 8: Women's Health
Women’s Health Global footprint An Exclusively Licensed Portfolio for the US Market; manufacturing via third parties Last Patent Expiry1 Branded Products US Indication Deal Structure and Terms For personal use only Licensor: TherapeuticsMD (TXMD) 2032 Menopause • January 2023 • Cash consideration to
Slide 9: Women's Health: the Rise of Menopause
Women’s Health: the Rise of Menopause Global footprint Key Drivers FY26 Penetration of Category1: ~1% For personal use only 90 84 Total Prescriptions (TRx) 77 80 67 • Regulatory de-risking of the category: the FDA black boxed-warning removal 70 61 for certain hormone replacement therapies (HRTs) in
Slide 10: Dermatology Products
Dermatology Products Global footprint A portfolio of branded and generics Branded Portfolio For personal use only Last Patent Expiry Dermatology 2030 6 Branded Products 2034 20351 25 Generics, Authorised Generics Products 2039 31 Total Mayne Pharma Dermatology Products 2041 2041 9 1. RHOFADE generic
Slide 11: DistributeRx portfolio
Global footprint 100% Mayne Pharma owned subsidiary with a portfolio of branded and generics, both Mayne Pharma owned and Via Third Parties For personal use only 31 Mayne Pharma Dermatology Products1 + 208 Other Non-Mayne Products sold via DistributeRx Channel1 239 Total Products 14 Additional Pipel
Slide 12: Mayne Pharma Disintermediation
Mayne Pharma Disintermediation Disintermediation: For personal use only Involves removing the intermediaries (wholesalers or others) between the manufacturer (Mayne Pharma) and the patient DistributeRx is Mayne Pharma's direct-to-patient distribution platform with Adelaide Apothecary serving as Mayn
Slide 13: The US Pharmacy Distribution and Reimbursement System
The US Pharmacy Distribution and Reimbursement System for Patient-Administered, Outpatient Brand-Name Drugs Services agreement Formulary agreement Wholesaler payment Services contract For personal use only for product GPO Third-party payer/ The Problem Manufacturer Rebates (DIR) Health Plan & Fees •
Slide 14: Mayne Pharma Model to Support Efficiency & Profitability
Mayne Pharma Model to Support Efficiency & Profitability For personal use only The Solution Manufacturers The Mayne Pharma approach is simple, efficient, and direct: • Simple — Fewer intermediaries mean clearer pricing for clinicians and more consistent access to therapy for patients. Pharmacy • Eff
Slide 15: Prescription Access Made Simple
PRESCRIPTION ACCESS MADE SIMPLE For personal use only DistributeRx partners with manufacturers, providers, and pharmacies to improve patient access and offer predictable prices • ePharmacy size ~US$252 billion by 2030 (CAGR 17%)1 driven by rising consumer adoption of digital pharmacy and home delive
Slide 16: DistributeRx Solution Versus Competitive Set
DistributeRx Solution Versus Competitive Set NATIONAL HUBS For personal use only AMAZON MARK CUBAN INDEPENDENT FEATURE DISTRIBUTERx (BLINKRx, PHARMACY COST + DRUGS PHARMACIES PHILRx) Prescription Fulfillment Home Delivery LIMITED Prior Authorization Support PARTIAL PARTIAL Wholly Owned Cash Pharmacy
Slide 17: Recent M&A Activity in Women's Health & Dermatology Markets
Recent M&A Activity in Women’s Health & Dermatology Markets For personal use only Women’s Health Dermatology US$11.75B Sun Pharma → Organon Up to US$1.2B Organon → Dermavant Apr 2026 | Largest pharma deal of 2026. Creates top-3 global women’s health player with 70+ Oct 2024 | Adds VTAMA (tapinarof)
Slide 18: Future Growth Drivers
Future Growth Drivers Women’s Health Dermatology International For personal use only • Drive Market Penetration – increase low single digit • Scale disintermediation – specialty pharmacy • Salisbury capacity – post-upgrade enabling higher market share + solid market growth ecosystem to reduce fricti
Slide 19: For further information contact
For personal use only For further information contact: Dr Tom Duthy Investor Relations +61 402 493 727 ir@maynepharma.com To register for an email alert service to receive Mayne Pharma announcements released to the Australian Securities Exchange (ASX) please visit https://www.maynepharma.com/investo
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