Protagonist Therapeutics, Inc. · NASDAQ:PTGX
Protagonist Therapeutics — Corporate Update (August 2026)
11 slides from Protagonist Therapeutics's corporate update, Aug 31, 2026
Slide 1: US FDA Approval of MIMRYLO (rusfertide) for Erythrocytosis in Adults with PV
US FDA Approval of MIMRYLOTM (rusfertide) for Treatment of Erythrocytosis in Adults with Polycythemia Vera (PV) Dinesh V. Patel, Ph.D. President & CEO Conference Call Monday August 31, 2026 5:30 am PDT / 8:30 am EDT 1
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation and any accompanying oral presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act. All statements other than statements of historical facts contained in this presentation are forward-looking statements, inc
Slide 3: Now FDA Approved: MIMRYLO, First and Only Hepcidin Mimetic
Now FDA Approved: MIMRYLO First and Only Hepcidin Mimetic Indication • Indicated for treatment of erythrocytosis in adults with polycythemia vera (PV) Polycythemia Vera • Blood cancer characterized by excessive production of red blood cells1 – Elevated hematocrit (Hct)2 – Primary treatment goal: mai
Slide 4: MIMRYLO (Rusfertide, PTG-300): A Hepcidin Mimetic
MIMRYLO (Rusfertide, PTG-300): A Hepcidin Mimetic Journey from ‘Concept to Commercial’ US FDA approval Ph3 VERIFY met 1°/ Peptide Platform all four key 2° endpoints NDA submitted Aug ‘26 ‘Scaffold Mar ‘25 Dec ‘25 Hopping’ ASCO’25 VERIFY 2012 Partnership plenary presentation Jan’24 Jun ‘25 NEJM Ph2 R
Slide 5: Ongoing Phase 3 VERIFY Study: PV
Ongoing Phase 3 VERIFY Study: PV1,2 Sustained Hct Control With Fewer PHLs vs. Placebo; Addresses Major Unmet Need in PV Part 1A: Double-Blind Part 1B: Open-Label Durability of Response Dose titration 1° endpoint (Wks 32-52) Wks 0-20 Wks 20-32 • Primary endpoint: Wks 20-32 Rusfertide 1. Response: rus
Slide 6: MIMRYLO: Highlights of Prescribing Information
MIMRYLO : Highlights of Prescribing Information (Link)1 • Efficacy: 76.9% of patients achieved response between Weeks 20-32 – MIMRYLO maintains hematocrit control and reduces phlebotomy burden • Patient reported outcomes (PRO): MIMRYLO improves fatigue in adults with PV – Improvement in fatigue meas
Slide 7: MIMRYLO: Erythrocytosis-Specific Treatment Option for Adults With PV
MIMRYLO : Erythrocytosis-Specific Treatment Option for Adults With PV Peak Revenue Potential of $1-2 Billion4 Treatment Paradigm Patients will cycle through various treatments2 ~155k prevalence1 ~41k ~26k ~6k ~3k Phlebotomy And/Or Hydroxyurea And/Or And/Or ~78k (HU) Ruxolitinib Ropeg- interferon tre
Slide 8: Takeda and J&J Partnership Economics
Takeda and J&J Partnership Economics MIMRYLO (rusfertide); SC Hepcidin Mimetic; Partner: Takeda $800M $875M 14–29%1 $1–2B2 Payments earned Potential future milestones Tiered worldwide Takeda-guided royalties peak sales FDA Approved Aug ‘26 (PV) · Ph3 VERIFY PV study met primary + all 4 key secondary
Slide 9: Strong Financial Position and Anticipated Future Cash Flows
Strong Financial Position and Anticipated Future Cash Flows Supports Aggressive Development of our R&D Portfolio and Potential Capital Return CASH, ADDITIONAL PAYMENTS POTENTIAL FUTURE CASH CASH EQUIVALENTS & TRIGGERED UPON MIMRYLO INFLOWS FROM MARKETABLE SECURITIES APPROVAL PARTNERSHIPS $849.5M $27
Slide 10: Revenue Engine Drives Pipeline Development
Revenue Engine Drives Pipeline Development Targeting Combined Addressable Markets >$100 Billion Revenue Engine Wholly-Owned Pipeline Commercial & Partnered Inflammation & Immunology Metabolic ICOTYDE (icotrokinra) Oral IL-23R Antagonist • Partner: J&J Oral PN-881 · IL-17A/F Oral & SC PN-477 · GLP/GI
Slide 11: Thank you
Protagonist Therapeutics Thank you
Protagonist Therapeutics — Corporate Update (August 2026) on 6ix