Ltr Pharma Limited · ASX:LTP
Ltr Pharma — Investor Presentation (October 2026)
18 slides from Ltr Pharma's investor presentation, Oct 6, 2026
Slide 1: Investor Webinar: Final Phase II Results, Real-World Evidence, ROXUS U.S. Update
rsonal use only Investor Webinar Final Phase II Results Real-World Evidence ROXUS® U.S. Update October 2026 Lee Rodne, Executive Chairman Professor Geoffrey Strange, Chief Medical Officer Melissa Hadley Barrett, Nurse Practitioner and Sexologist, Director, Restorative Health Clinic 1
Slide 2: Your presenters
Your presenters Lee Professor Melissa Rodne Geoffrey Strange Hadley Barrett rsonal use only LTR Pharma Executive Chairman LTR Pharma CMO PhD, FESC, MNurs, PGrad Dip Sexology, PGrad FCSANZ Dip Mid, GradCertDiab, BSc ‣ Healthcare entrepreneur and executive ‣ Chief Medical Officer, LTR Pharma Ltd ‣ Nur
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer ‣ Nature of Document: This presentation has been prepared and issued by LTR Pharma Ltd ‣ Forward looking statements: This presentation contains forward-looking information about the (Company or LTP) to provide general information about the Company. The information in
Slide 4: Executive Summary
Executive Summary Clinical validation → Real-world validation → U.S. prescriptions commenced rsonal use only 1 2 3 Clinical proof established Real-world demand validated U.S. prescriptions commenced ‣ SPONTAN / ROXUS is a rapid-acting ‣ A 147-patient Australian TGA SAS ‣ ROXUS patient-specific presc
Slide 5: ED in the US: common, age-related, cardiometabolic
ED in the US: common, age-related, cardiometabolic 2021 National Survey of Sexual Wellbeing: nationally representative sample of 1,822 US men aged 18–87, IIEF-5. rsonal use only 24.2% Men meeting IIEF-5 criteria for ED, by age (%) of US men aged 18+ meet 52.2% IIEF-5 criteria for ED, 48.0% about 1 i
Slide 6: PDE5 inhibitors work. Oral delivery is the constraint
PDE5 inhibitors work. Oral delivery is the constraint Same mechanism the difference is absorption = speed rsonal use only First-pass 30 to 120 minutes Food, alcohol metabolism to peak and the gut Oral PDE5is are absorbed through the gut and pass Median Tmax: avanafil 30 min, sildenafil 60 min, A hig
Slide 7: Final Phase II Report Confirms Six-Fold Faster Absorption and Completes FDA PK Dataset
Final Phase II Report Confirms Six-Fold Faster Absorption and Completes FDA PK Dataset Final Clinical Study Report | n=27 (14 aged ≥65) | randomised three-way crossover | independent CRO rsonal use only Comparative PK results Six-fold faster absorption, p<0.0001 Key Findings Parameter Vardenafil ‣ S
Slide 8: Half of men stop oral therapy
Half of men stop oral therapy rsonal use only 48.9% Reasons given for stopping (Carvalheira et al. 2012, n = 160 dropouts) of 327 men with ED discontinued oral PDE5 inhibitor treatment (Carvalheira et al. 2012) Non-effectiveness 36.8% Men often stop for a Psychological factors (anxiety, fears, belie
Slide 9: Real-World Cohort: Treatment-Experienced Men
Real-World Cohort: 147 Treatment-Experienced Men TGA Special Access Scheme | retrospective, single specialist clinic, Jan to Dec 2025 | patient-reported outcomes 147 62% 100% rsonal use only treatment-experienced men, history of prostate cancer; previously treated with oral mean age 65.6 years 59% p
Slide 10: Real-World Outcomes: Patient-Reported Response
Real-World Outcomes: Patient-Reported Response Improved erectile hardness and/or achieving penetration | 147 treatment-experienced men 93% 68% 53% rsonal use only men seeking greater convenience achieved penetration following overall cohort (100 of 147) and spontaneity (42 of 45) treatment (78 of 14
Slide 11: ROXUS U.S. Prescriptions Commenced
ROXUS® U.S. Prescriptions Commenced First valid patient-specific ROXUS® prescriptions fulfilled by Strive through Mavrox rsonal use only Demand Engine Supply Engine Shed Holdings LLC | Executed 17 Jul 2026 Strive Specialties Inc. | Executed 20 Jul 2026 US direct-to-consumer telehealth platform: Mavr
Slide 12: Key Milestones
Key Milestones Completed milestones → current execution → next major value inflection points COMPLETED EXECUTE NOW NEXT INFLECTION rsonal use only Achieved CY2026 Near-Term Execution 1H CY2027+ Development Progression ‣ U.S. ROXUS® prescription fulfilment ‣ ROXUS® - U.S. prescription activity ‣ ROXU
Slide 13: Questions
rsonal use only Questions investors@ltrpharma.com www.ltrpharma.com Authorised for release by the Board of Directors
Slide 14: Backup slides
rsonal use only Backup slides For Q&A reference
Slide 15: US Commercialisation: Launch Strategy
US Commercialisation: Launch Strategy ROXUS® – SPONTAN® – first US penetration delivering commercial scale U.S. FDA Submission – rsonal use only 12 Months Post Launch Targeted 2H CY27 SPONTAN® FDA Revenue shared Today: ROXUS® across LTR Pharma, Pathway: Pivotal Fulfilment Commenced Shed and Strive P
Slide 16: Portfolio Overview and Development Focus
Portfolio Overview and Development Lead Clinical Program ‣ TGA Early Access – ACTIVE ‣ FDA 505(b)(2) regulatory pathway Focus ‣ Phase II PK study complete; final report completes FDA PK rsonal use only Intranasal Sprays for Erectile dataset Validated Platform Dysfunction ‣ 503A Commercial partners s
Slide 17: US Strategy: What FDA approval unlocks
US Strategy: What FDA approval unlocks 503A enables rapid commercialisation today, while the FDA approval has the potential to materially expand the addressable market and long-term commercial opportunity rsonal use only ROXUS® - 503A SPONTAN® - 505(b)(2) approval Rapid commercial launch and market
Slide 18: Large ED Market with a Clear Treatment Gap
Large ED Market with a Clear Treatment Gap Oral PDE5 inhibitors remain first-line, but response and persistence limitations leave a sizeable unmet need rsonal use only ~US$5B ~322M estimated annual global men globally estimated Rapid-onset, ED drug market¹ to have ED in 2025¹ non-invasive PDE5 optio