Softox Solutions As · OSL:SOFTX
Softox Solutions As — Investor Presentation (September 2025)
32 slides from Softox Solutions As's investor presentation, September 2025
Slide 1: Investor Update
SOFTOX SOLUTIONS AS Investor Update September 2025 TICKER: SOFTX
Slide 2: Disclaimer
Disclaimer This Presentation has been produced by SoftOx Solutions AS (the “Company” or “SoftOx”), solely for use at the presentation to investors held by the Company. This presentation is strictly confidential and may not be reproduced or redistributed, in whole or in part, to any other person. To
Slide 3: Refine SoftOx Solutions AS: Strategic Shift to Chronic Lung Diseases
INVESTOR UPDATE Refine SoftOx Solutions AS: Strategic Shift to Chronic Lung Diseases Chairman of the Board CEO/Chief Scientific Officer Ulrik Spork Thomas Bjarnsholt MSc Eng./ Civ Ing. MSc (Danish Technical University) (Danish Technical University) PhD (Danish Technical University) GDBA/Civiløkonom
Slide 4: Refine Clinical Focus into Chronic Lung Infections
SOFTOX SOLUTIONS Refine Clinical Focus into Chronic Lung Infections SIS 003 – Proof Of Concept (PoC) Clinical Feasibility Technology Maximization The Cystic Fibrosis (CF) pathway is a commercially valid, but also strategic, first step; Tangible Market Potential creates a foundation for substantial l
Slide 5: Reinforcing nature's own ability to eradicate unwanted microbes
HOCl (red) in action produced by immune cells SOFTOX INHALATION SOLUTION Reinforcing nature’s own ▪ Strong Pan-Spectrum Antimicrobial Effects: Virucidal/Bactericidal properties effectively combat a wide range of pathogens. ability to eradicate ▪ Effective Against Tolerant Bacteria: Targets biofilms,
Slide 6: Not a New Antibiotic
COMBATING ANTIMICROBIAL RESISTANCE (AMR) Not a New Antibiotic Stagnant Pharma Pipeline ▪ More than 39 million ▪ WHO: Critical shortage of innovative antibiotics ▪ Lack of financial incentives for innovation in deaths from antibiotic- traditional antibiotic approaches resistant infections ▪ SoftOx So
Slide 7: Cystic Fibrosis (CF) is a model disease for "all" chronic airway infections
PROOF OF CONCEPT (POC) INDICATION Traditional antibiotics is NOT Cystic Fibrosis (CF) is a model disease for the solution "all" chronic airway infections... ▪ Cystic fibrosis (CF) is caused by mutations in the CF transmembrane conductance regulator (CFTR) gene DISEASE causing viscous mucus which res
Slide 8: Despite the emergence of CFTR corrector drugs, bacteria persist in the CF lung
(Trikafta Launch Q3 2019) UNMET NEED CF 100% 80% Despite the emergence of CFTR Patients prescribed a 60% CFTR drug 40% corrector drugs, bacteria persist in 20% 0% the CF lung 2015 < 2yrs old 6-11 yrs old 2019 2020 2-5 yrs old >12 yrs old Trikafta impact 0,8 Down 66% since ▪ Approved in 2019. 0,6 201
Slide 9: Opens the door to additional studies across related infections like NCFB
PROOF OF CONCEPT (POC) INDICATION IN CF Antimicrobial ... opens the door to additional studies across effect in CF will likely be similar in related infections like Non-Cystic Fibrosis NCFB Bronchiectasis (NCFB) ▪ Non-cystic fibrosis bronchiectasis (NCFB) is characterized by a “vicious cycle” of chr
Slide 10: Combat the Biofilm Infections
A REAL EXAMPLE FROM THE CLINIC Combat the Biofilm Infections Treatment regime (Red) Biofilm ▪ 2-week anti-PA treatments ▪ 20 years of daily colistin/tobramycin inhalations Result ▪ 1 kg tobramycin, Biofilm persists due to low ▪ 10 kg beta-lactam anti-pseudomonas antibiotics metabolism of bacteria an
Slide 11: Phase IIa Proof of Concept (PoC) study
NEXT DEVELOPMENT STEP Phase IIa Proof of Concept (PoC) study Study Objective & Type Study Design Regulatory Compliance Strong Study ▪ Objective: Dose escalation ▪ Participants: Healthy volunteers Design & Execution in healthy volunteers and and patients with chronic lung ▪ Designed per evaluation of
Slide 12: Clinical Development Plan (estimated timelines)
AIRWAY-INFECTED PATIENTS WITH CHRONIC AIRWAY DISEASES Milestones 1. Submission of CTA Clinical Development Plan 2. Study approval by DKMA 3. First Patient First Visit (estimated timelines) (FPFV) 4. Last Patient Last Visit (LPLV) 5. End of Study 2025 2026 2027 202x Scenario Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q
Slide 13: PoC study within timeframe and budget
AIRWAY-INFECTED PATIENTS WITH CHRONIC AIRWAY DISEASES PoC study within timeframe and budget ▪ CTA (Clinical Trial Application) submission end of September 2025 ▪ Using same setup and site (DanTrial) as our FIH study (SIS01) ensures no deviation from timelines ▪ Well-defined group of patients ▪ Safe
Slide 14: De-risked clinical pathway, clear proof-of-concept on bacterial load reduction, expanded market opportunities
REFINED CLINICAL FOCUS SUMMARY De-risked clinical pathway, clear proof-of-concept on bacterial load reduction, expanded market opportunities Tangible market De-Risked Patient Proof-of-Concept on Adressing Unmet Pathways for opportunities Recruitment & Bacterial Reduction Need Expansion and Execution
Slide 15: CF - Strong Commercial Potential
INVESTMENT CASE CF - Strong Commercial Potential Key Assumptions ▪ Prevalence; US+ EU4+UK: ~68k patients diagnosed. 25% with P. aeruginosa ▪ TAM is ~13k patients, assuming ~84% of CF patients who are positive for P.a and >6 years old, receive chronic treatment for at least ~90 days per year with inh
Slide 16: NCFB - Strong Commercial Potential
INVESTMENT CASE NCFB - Strong Commercial Potential Key Assumptions ▪ Prevalence; US+ EU4+UK: ~1.140k patients ▪ TAM is ~445k patients, assuming ~50% of NCFB diagnosed seek treatment, and 78% experience bacterial colonisation. ▪ Applying an estimated annual treatment cost equal to CF pricing, would y
Slide 17: Key take-aways
INVESTMENT CASE Key take-aways Restructuring concluded. Sole focus on inhaled pan-antimicrobial pharmaceuticals. Continue cautious ‘venture style’ approach to use-of-proceeds and conducting ‘mission-critical’ activities only, until value-inflection points are reached. Leveraging strong synergies wit
Slide 18: Q&A Session
Q&A Session Chairman of the Board Ulrik Spork CEO/Chief Scientific Officer Thomas Bjarnsholt CFO Ingrid Juven | 18
Slide 19: Clarifications POC study
INVESTOR QUESTIONS Clarifications POC study • Our PoC study will be performed in pwCF since it is a more homogenous group of patients, and we can get a direct efficacy end-point; this makes it superior to a PoC study in VAP • We will focus on this PoC study, and we do not anticipate to start other t
Slide 20: Key Aspects of the Facility
EQUITY PLACEMENT FACILITY Key Aspects of the Facility Financing Facility The financing facility with Long State Investment allows SoftOx to call for funds for a total commitment of NOK 50 million over 24 months, with the option to extend the facility to NOK 80 million over 36 months. This aligns wit
Slide 21: Clarification of Aligned Interests
EQUITY PLACEMENT FACILITY Clarification of Aligned Interests ▪ Supportive Partnership & Alignment of ▪ Warrants as a Sign of Commitment: Interests: ▪ The one-time grant of warrants gives Long State the right to ▪ Long State focuses on supporting purchase shares at a emerging companies through predet
Slide 22: Implementation, Terms & Compensation
EQUITY PLACEMENT FACILITY Implementation, Terms & Compensation Implementation & Terms ▪ Board Authorization: ▪ The share placements will be executed by our board under the authorization granted by the general meeting on June 27, 2025. ▪ The subscription price for the shares will be based on the volu
Slide 23: Clarification Funding & Business Strategy
INVESTOR QUESTIONS Clarification Funding & Business Strategy ▪ Is VAP abandoned? VAP remains an unmet need where SIS could have an impact. One of several acute indications to explore with partners. Our current activities does not include trial in VAP patients. ▪ We expect that good PoC data will mak
Slide 24: Q&A Session
Q&A Session Chairman of the Board Ulrik Spork CEO/Chief Scientific Officer Thomas Bjarnsholt CFO Ingrid Juven | 24
Slide 25: Contact Information
Contact Information Investment Science Ulrik Spork, Chairman of the Board Thomas Bjarnsholt, CEO + CSO 25 years of experience in pharma business venture 20 years of experience in chronic infection us@sporcon.dk research, as a Professor at UCPH. thomas.bjarnsholt@soft-ox.com Ingrid Juven, CFO 25 year
Slide 26: Appendix
(D) sorrox Appendix
Slide 27: Market opportunities assessed in collaboration with qualified advisors
Market opportunities assessed in collaboration with qualified advisors | 27 SOURCES: BACK BAY ANALYSIS
Slide 28: CF is a model disease for "all" chronic airway infections
SoftOx Implications CF is a model disease for “all” chronic airway infections
Slide 29: SoftOx Implications: Unmet Need
SoftOx Implicatons Unmet Need • 13k addressable patient population • $75k, €20k pricing benchmark Addressable market: • $600 million
Slide 30: SoftOx Implications: POC in CF
SoftOx Implicatons POC in CF could make SIS technology Phase 2b) ready in NCFB
Slide 31: SoftOx Implications: Unmet Need
SoftOx Implicatons Unmet Need • 445k addressable patient population • $75k, €20k pricing benchmark Addressable market: • $ 5 Billion
Slide 32: Antimicrobial treatment is still needed
SoftOx Implicatons Antimicrobial treatment is still needed
SoftOx Solutions AS — Investor Presentation (September 2025) on 6ix