Noxopharm Ltd. · ASX:NOX
Noxopharm — Investor Presentation (August 2025)
26 slides from Noxopharm's investor presentation, Aug 28, 2025
Slide 1: Sofra technology platform presentation
Sofra technology platform presentation Sydney, 28 August 2025: Clinical-stage biotech company Noxopharm Limited (ASX:NOX) is pleased to provide a new presentation regarding the Sofra™ technology platform. Key points: • Technology platform overview • Global autoimmune disease therapeutics market data
Slide 2: Forward Looking Statements
Investor, Corporate & Media enquiries: Company Secretary: Julian Elliott David Franks M: 0425 840 071 T: +61 2 8072 1400 E: julian.elliott@noxopharm.com E: David.Franks@automicgroup.com.au Dr Gisela Mautner, CEO and Managing Director of Noxopharm, has approved the release of this document to the mar
Slide 3: New Drugs Targeting Inflammation
New Drugs Targeting Inflammation WWW.NOXOPHARM.COM (ASX:NOX)
Slide 4: Disclaimer
Disclaimer This presentation has been prepared by Noxopharm Limited (NOX or the Company). It should not be considered as an offer or invitation to subscribe for, or purchase any shares in NOX, or as an inducement to purchase any shares in NOX. No agreement to subscribe for securities in NOX will be
Slide 5: Inflammation is like a burning fire in your body
Inflammation is like a burning fire in your body NOXOPHARM (ASX:NOX) 3
Slide 6: Inflammation – a Global Killer
Inflammation – a Global Killer • Inflammation is central to many diseases. • It causes untold harm to millions of people. • Inflammatory diseases include autoimmune diseases such as rheumatoid arthritis, lupus and inflammatory bowel disease. • Inflammation also occurs in cardiovascular diseases like
Slide 7: Global Autoimmune Disease Therapeutics Market
Global Autoimmune Disease Therapeutics Market Market Overview Global Autoimmune Disease Therapeutics Market Value Share By Indications (2024) By Treatment (2024) • Global autoimmune disease therapeutics 4.0% 2.4% 0.1% market size – US$ 163.2 billion (2024): • CAGR of 3% (2024–2034). 7.4% 6.0% 31.6%
Slide 8: Sofra: A breakthrough discovery
Sofra A breakthrough discovery 6
Slide 9: A Breakthrough Discovery
A Breakthrough Discovery • Noxopharm has a strategic partnership with Hudson Institute of Medical Research, a leading Australian medical research organisation. • The collaboration is founded on a discovery made by Hudson’s Associate Professor Michael Gantier, an expert in nucleic acids biology, and
Slide 10: Sofra Technology Platform
Sofra Technology Platform • Sofra is based upon short nucleic acid sequences, the building blocks of DNA or RNA, known as oligonucleotides (short oligos). • These oligos, which we have modified to act on specific immune sensors in a novel way, reduce inflammation at its source. • They have a wide va
Slide 11: SOF-SKN
SOF-SKN A new way of treating autoimmune skin diseases 9
Slide 12: SOF-SKN – A Novel Drug Candidate for Lupus
SOF-SKN – A Novel Drug Candidate for Lupus • Skin diseases are distressing to patients, especially when they visibly affect the face and limbs. • Cutaneous lupus is a disease with high unmet need. • Current treatments are inadequate – corticosteroids are commonly used but can have severe side effect
Slide 13: SOF-SKN Mechanism of Action
SOF-SKN Mechanism of Action 11
Slide 14: SOF-SKN Reduces Skin Inflammation – in vivo
SOF-SKN Reduces Skin Inflammation – in vivo A well-established model of TLR7-driven skin inflammation was used in applying Aldara® cream containing 5% imiquimod (a TLR7 agonist) topically to the back and ear of mice. SOF-SKN was also applied to the same areas. Mice were scored daily for the appearan
Slide 15: HERACLES Clinical Trial
HERACLES Clinical Trial • First-in-human trial for SOF-SKN is now taking place. • It aims to provide initial safety and pharmacokinetic data from healthy volunteers. • HERACLES stands for ‘Harnessing Endogenous Regulators Against CLE Study’. • It is being hosted in Australia to capitalise on local e
Slide 16: Total Addressable Market & Competitor Landscape
Total Addressable Market & Competitor Landscape Indication Total Addressable Market Competition (US$ Billion) Cutaneous lupus • $3.38 (2024) Only 2 drugs approved for only 1 subset of CLE: erythematosus (CLE) • $10.53 (2033) 1. Kenalog-10 (corticosteroid) • CAGR 13.46% 2. Plaquenil (antimalarial) Fo
Slide 17: Why TLR7/8 Inhibition?
Why TLR7/8 Inhibition? • Drugs that directly target innate immune sensors are a relatively recent development resulting from extensive scientific progress. • Innate immune sensors are part of the body’s first line of defence and initiate the immune response by triggering a cascade of complex immune
Slide 18: Major Companies Exploring TLR7/8 Antagonism
Major Companies Exploring TLR7/8 Antagonism – An Attractive and Validated Target Several major companies see TLR 7/8 antagonism as an attractive market opportunity for systemic (SLE) and cutaneous (CLE) lupus. Route of Modality Company Compound* Target Stage Indication Administration SLE/CLE Small C
Slide 19: SOF-SKN Advantages
SOF-SKN Advantages • Fast relief – SOF-SKN is directly applied to the skin lesions where the immune cells that express TLR7/8 immune sensors are overactivated. • It therefore reaches the source of the inflammation directly without having to pass through the stomach or circulatory system. • Patient c
Slide 20: SOF-VAC
SOF-VAC An asset portfolio attracting commercial interest 18
Slide 21: SOF-VAC Reduces Inflammation
SOF-VAC Reduces Inflammation • In an animal study, inflammation was reduced by around 50% when comparing the inflammation induced by mRNA alone to mRNA plus SOF-VAC. • This is an important finding, as many side effects of mRNA vaccines are due to inflammation. • Since mRNA expression is directly cor
Slide 22: SOF-VAC Commercialisation
SOF-VAC Commercialisation • Noxopharm has developed an extensive portfolio of assets under the SOF-VAC program. • These include an array of oligos targeting various nucleic acid (RNA / DNA) inflammation sensors such as TLR7, TLR8, RIG-I and cGAS. • The program is also being extended to modulate othe
Slide 23: Potential Partners – Signed MTAs
Potential Partners – Signed MTAs • Several Material Transfer Agreements (MTAs) signed over the past year. • An MTA governs the transfer of materials between two parties, defining the terms of the arrangements, materials being shared and type of experiments performed. • BioRay and Tezcat MTAs previou
Slide 24: Cancer Opportunity
Cancer Opportunity • Inflammation – or rather the absence of it – plays a recognised role in cancer. • Noxopharm has developed drug candidates that can help stimulate the immune system as it battles cancer. • Sofra could therefore attract interest in the sizeable global immuno-oncology market, which
Slide 25: Catalysts – Increasing Value with every Step
Catalysts – Increasing Value with every Step Near term - 2H25 - 1H26 • HERACLES safety results – single dose in humans • HERACLES safety results – multiple doses in humans • Regulatory required human SOF-SKN data for next trial • New MTAs and follow-on MTAs (first step for potential commercial deal)
Slide 26: Summary
Summary • Novel technology to tackle inflammation. • Breakthrough discovery backed by robust IP portfolio. • Substantial global markets for autoimmune and inflammatory diseases. • Ongoing external interest. • Clinical trial to demonstrate and de-risk technology. • Expansion into cancer treatments. •