Bioxyne Limited · ASX:BXN
Bioxyne — Coffee Microcaps Webinar (June 2026)
25 slides from Bioxyne's conference presentation, Jun 1, 2026
Slide 1: ASX announcement: Coffee Microcaps Webinar presentation
Suite 506, Level 5 50 Clarence Street, Sydney NSW 2000 info@bioxyne.com +61 2 9078 8180 1 June 2026 Bioxyne Limited (ASX: BXN) (“Bioxyne” or “the Company”) advise that Sam Watson, MD & CEO & Jason Hine, Executive Director and COO of Bioxyne Ltd (ASX: BXN) will review the attached presentation at the
Slide 2: About Bioxyne Ltd. and Breathe Life Sciences
About Bioxyne Ltd. Bioxyne Limited is an Australian pharmaceutical company focused on the development and commercialisation of innovative medicines and active pharmaceutical ingredients. Through its subsidiary, Breathe Life Sciences, Bioxyne is expanding into the production of psychedelic compounds
Slide 3: Coffee Microcaps Presentation - Company Update
For personal use only Licensed pharmaceutical manufacturer and wholesaler of controlled medicines and substances Coffee Microcaps Presentation _ Company Update ASX:BXN | June 2026 Bioxyne Limited (ASX:BXN) | Investor Presentation | 1
Slide 4: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation (“Presentation”) has been prepared by Bioxyne Limited ABN 97 084 464 193 (“Bioxyne” or “the Company”). The any change in expectations or assumptions; and For personal use only information in this Presentation is of a general background nature, is in
Slide 5: Licensed multi-national pharmaceutical manufacturer and wholesaler of controlled medicines
Bioxyne is a licensed multi-national pharmaceutical manufacturer and wholesaler of controlled medicines and substances For personal use only Psilocybin MDMA Cannabis Bioxyne Limited (ASX:BXN) | Investor Presentation | 3
Slide 6: Key Investigational Areas
Key Investigational Areas Depression, Post Traumatic Stress Disorder, and Chronic Pain with a combined annual ‘treatment market’ value of +A$180 Billion Annually1 For personal use only $30Bn $5Bn $150Bn Annually1 Annually1 Annually1 Bioxyne Limited (ASX:BXN) | Investor Presentation | 4 (1) Managemen
Slide 7: Key Highlights
Key Highlights For personal use only FY26 Revenue Guidance Adj. EBITDA Margin FY25 > FY26 Organic Growth $70m ~25% 132% Midpoint of $65-$75m (+40% Vs FY25) Cash On Hand (Q3 FY26) Inventory FY27 Revenue Guidance $16m FY27 Budget WIP $8.5m Guidance 7/26 Manufacturing Capacity (pa) Cash Flow Medicine P
Slide 8: Track Record of Strong Quarterly Growth
Track Record of Strong Quarterly Growth For personal use only BXN Quarterly Revenue History ($m) 21.3m +137% organic growth 17.2m 14.0m 9.6m 8.0m 7.2m 4.5m 2.6m 3.1m 2.1m 1.6m Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Bioxyne Limited (ASX:BXN) | Investor
Slide 9: Investment Summary
Investment Summary Bioxyne has built a regulated, scalable controlled medicines platform with proven growth and expanding global reach For personal use only Hard-to-replicate regulatory platform Strong EBITDA margin, cash flow positive Comprehensive license stack with EU GMP (TGA), $16.5–19m adj. EB
Slide 10: Market Opportunity
For personal use only Market Opportunity Bioxyne Limited (ASX:BXN) | Investor Presentation | 8
Slide 11: Global Rollout
Global Rollout Bioxyne is scaling globally through licensed expansion into new products and territories For personal use only Markets Licensed Products Ibogaine, Revenue Growth Adj. EBITDA MDMA & Ibuprofen & FY $AUD % % Australia Germany UK LATAM Cannabis Psilocybin Peptides 2025a $30.1m 215% 18%
Slide 12: Capitalising on Market Tailwinds
Capitalising on Market Tailwinds 01 02 For personal use only Psychedelics: Regulatory Acceleration and US Exec. Order Cannabis: Regulatory & Product Expansion Market Market • Increasing global regulatory momentum for MDMA and psilocybin therapies • Legislative reform supporting patient access in Aus
Slide 13: 2027 Target Global Production Capacity $400m/yr
2027 Target Global Production Capacity $400m/yr Existing production capacity can support $250 million of revenue per annum For personal use only Australia Manufacturing Capacity $250 million Inhalable MDMA & SKU THC flower Pastilles Oral Liquids Liquids Psilocybin Annualised Capacity 5,040,000 1,6
Slide 14: Bioxyne Growth Strategy
For personal use only Bioxyne Growth Strategy Bioxyne Limited (ASX:BXN) | Investor Presentation | 12
Slide 15: Capturing Significant Margin
Capturing Significant Margin BIOXYNE For personal use only Raw Active PHARMACEAUTICAL WHOLESALE / Pharmacy / Prescribing Patient Materials Pharmaceutical MANUFACTURING DISTRIBUTION Dispensary Physician (Cultivators of Mushrooms, Ingredients (API) Cannabis) Suppliers, Ingredient Licenced Licenced Aut
Slide 16: Positioned to Capture Significant Value
Positioned to Capture Significant Value Integrated Pharmaceutical Manufacturing Platform BIOXYNE For personal use only • Licensed by TGA, QLD Health and ODC • GMP-certified manufacturing capability • Importer/exporter of medicinal cannabis, psilocybin, MDMA PHARMACEAUTICAL WHOLESALE / MANUFACTURING
Slide 17: FY26 Guidance: $65m - $75m Revenue & $16.5m - $19m adj. EBITDA
FY26 Guidance: $65m - $75m Revenue & $16.5m - $19m adj. EBITDA • BXN has delivered $52.5 million of revenue up Q3 FY26. To BXN Revenue Guidance Reconciliation achieve FY26 guidance the Company will be required to deliver For personal use only $12.5 - $22.5 million in Q4FY26 (Q3FY26 $21.3M). • BXN ha
Slide 18: Cash Flow Positive Growth
Cash Flow Positive Growth Funding growth while building inventory, (adding $8.1 million inventory in 1H FY26 to meet demand) and operating cash flow remaining positive For personal use only Cash Receipts & Net Cash Used In Operating Activities ($M) 20.9m $20.9m 18.4m Q3 FY26 Receipts 146% PCP +13.6%
Slide 19: Adrex Contract Overview
Adrex Contract Overview Adrex contract expansion anchors expansion into Europe's largest medicinal cannabis market For personal use only Contract Value • Up to A$50 million total supply value over the initial term. “This expanded supply agreement with Adrex reflects the scale and momentum we Term •
Slide 20: Target Market Outlook
Target Market Outlook Multiple tailwinds anticipated to support continued growth in FY27 and beyond For personal use only United Kingdom Germany & Europe LATAM & South America TAM: ~$600M+ TAM: ~$3BN+ TAM: ~$3BN+ • Facility in Scotland expected to be • $50m Adrex supply agreement • Remidose distribu
Slide 21: M&A Strategy
M&A Strategy The company is looking at synergistic and accretive M&A to accelerate scale, diversification and market penetration across two strategic focus areas For personal use only Product & Capability Expansion New Medicine Products High-growth categories, controlled and generics that leverage B
Slide 22: Board and Management Team
Board and Management Team Board & Management team are aligned with substantial shareholdings For personal use only Anthony Ho Samuel Watson Jason Hine Guy Robertson Paul Mitchell Independent Managing Director & Executive Director & CFO & Company Breathe Life Sciences Non-executive Chair CEO COO Secr
Slide 23: Share Consolidation & Change of Company Name
Share Consolidation & Change of Company Name The proposal aligns the Company’s market identity with the operating business & improves capital structure ahead of the next phase of growth For personal use only Share Consolidation Change of Company Name • Resolution 2 proposes a 10:1 share • Resolution
Slide 24: Corporate Structure
Corporate Structure Capital Structure BXN Share Price Performance (12 Months) For personal use only Share price A$0.083 10.0c 9.0c Shares on issue 2,270.6m 8.0c 7.0c Options & performance rights 175.3m 6.0c 5.0c Market capitalisation A$188.5m 4.0c 3.0c Drawn debt (as at 31 March) A$1.7m 2.0c 1.0c Ca
Slide 25: Contact details
For personal use only Sam Watson Managing Director info@bioxyne.com Jason Hine Executive Director/Chief Operations Officer jason@breathelifesciences.com Melissa Tempra Media and Investor Relations melissa@nwrcommunications.com.au Bioxyne Limited (ASX:BXN) | Investor Presentation | 23