Ltr Pharma Limited · ASX:LTP

Ltr Pharma — Investor Presentation (March 2025)

27 slides from Ltr Pharma's investor presentation, Mar 27, 2025

  1. Slide 1: Fast-acting nasal spray treatment for erectile dysfunction

    Fast-acting nasal spray treatment for erectile dysfunction Investor Update | March 2025

  2. Slide 2: Important Notice & Disclaimer

    Important Notice & 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 th

  3. Slide 3: Executive Summary

    Executive Summary LTR Pharma is commercialising SPONTAN® and ROXUS® Bringing to ‘First-in-Class’ rapid, on-demand nasal spray treatment market the first for Erectile Dysfunction (ED) nasal spray for ED Successful pivotal pharmacokinetic study Demonstrated rapid onset and consistency of delivery Disr

  4. Slide 4: Investment Highlights

    Investment Highlights LTR Pharma positioned in a clear gap in the market Multiple Compelling pivotal Blockbuster Blue chip Multiple upcoming path to market pharmacokinetic market with issues partners milestones study data ‣ Expanding product ‣ SPONTAN® is available 5x faster absorption Existing PDE5

  5. Slide 5: Market Problem & Opportunity

    Market Problem & Opportunity

  6. Slide 6: Understanding the Market Need

    Understanding Physical causes Psychological Impact the Market Need ‣ Heart health ‣ Relationship problems A significant healthcare ‣ Hormone balance ‣ Mental wellbeing challenge affecting ‣ Diabetes ‣ Day to day stress relationships and ‣ Medical treatments quality of life ‣ Hair loss ‣ Weight loss

  7. Slide 7: Prevalence In Key Markets

    Prevalence In Key Markets As risk factors become more prevalent, so does ED Global ~322m men by 2025 USA China Aus EU 60.7% ~30m ~33m ~150m of males 45y/o+ Source: Frost and Sullivan Report, The Erectile Dysfunction Medicines Market, September 2023 Investor Update | March 2025 7

  8. Slide 8: Estimated Market Size

    Estimated Market Size Forecast to be US$6.0B market by 2028 US$6000.00.B $5.94B 7.0% CAGR US$5000.00.B US$4000.00.B $3.68B $4,151.00 $3,867.38 US$ billions $3,614.38 US$3000.00.B $3,377.92 $3,156.94 $2,950.41 $2,757.39 $2,577.00 US$2000.00.B US$1000.00.B $1,557.00 $1,667.00 $1,786.00 $1,183.00 $1,26

  9. Slide 9: Current Treatments

    Current Treatments Gold standard are PDE5 inhibitors which have several drawbacks Phosphodiesterase-5 (PDE5) Issues with inhibitors are first-line treatments PDE5 inhibitors Product Main Time before sexual Approval Generic Does not work Brand(s) activity for dose Date (US) availability for 30-35% of

  10. Slide 10: The Search for a New Branded Option

    The Search for a New Branded Option Significant opportunity for branded assets Opportunity to capture market share at higher margins Generics have grown to 700M* units annually ‣ Rapid erosion of branded volume following patent expiries ‣ No product differentiation in a fragmented market ‣ Low margi

  11. Slide 11: Solution

    RY LTR Pharma Solution SPONTAN

  12. Slide 12: Nasal Administration

    Nasal Administration Delivery mechanism can solve many of issues facing PDE5 inhibitors Advantages vs oral administration Less active More rapid pharmaceutical onset of action ingredients required Higher rate of absorption Less drug degradation due to bypassing the digestive system Lower adverse rea

  13. Slide 13: SPONTAN Pivotal Pharmacokinetic Study

    SPONTAN® Pivotal Pharmacokinetic Study Rapid onset effect, consistent delivery and improved safety profile ‣ SPONTAN® nasal spray achieved rapid absorption and Parameter Vardenafil faster onset of action compared to oral PDE5 inhibitors. (5mg) (10mg) oral ‣ SPONTAN® delivered similar bioavailability

  14. Slide 14: SPONTAN The Fast-Acting Solution

    SPONTAN® The Fast-Acting Solution Transforming ED treatment with speed and confidence Speed Matters Healthcare Professional Insight ‣ Peak concentration in as little as Patients can respond in as little as 5 minutes, 9 mins, 470% faster than oral tablets Average onset: 12 mins vs 56 mins well before

  15. Slide 15: Company Overview

    RY LTR Pharma Company Overview

  16. Slide 16: Company History

    Company History Progressed company substantially derisking the proposition 2020 - 2021> Acquired exclusive worldwide rights Establishment of the Validated the US FDA’s 505(b)(2) to develop, manufacture and market Scientific Advisory Board in regulatory pathway through an SPONTAN® through a licence a

  17. Slide 17: Global Co-Development Agreement

    Global Co-Development Agreement Nasdaq listed Aptar Pharma Strategic partnership driving regulatory success and market readiness Partnership Foundations Regulatory & Development Activities ‣ Focuses on commercialisation in the US Extractables & Leachables (E&L) studies and other key markets ‣ Valida

  18. Slide 18: SPONTAN - FDA Regulatory Milestone

    SPONTAN - FDA Regulatory Milestone Clear Path Forward Pre-IND Meeting Completed Strategic Advantage Regulatory Program ‣ FDA endorsement of overall development approach ‣ Regulatory clarity enhances development Check Points ‣ Alignment on streamlined clinical development plan efficiency ‣ Clear unde

  19. Slide 19: Introducing ROXUS

    Introducing ROXUS® Personalised ED Care Personalised Care Compounding Product Features Pharmacy Market* ‣ Vardenafil-based nasal spray ‣ Identical active ingredient to SPONTAN® 5.2% ‣ Targeting the personalised medicine CAGR sector $10B Development Status ‣ Positioned for fast-acting, on-demand ‣ St

  20. Slide 20: Accelerating US Market Entry Dual-Track Strategy

    Accelerating US Market Entry Dual-Track Strategy Path 1: SPONTAN® > Full Approval ‣ FDA 505(b)(2) pathway ‣ Real-world patient and prescriber insights ‣ Full market authorisation upon approval ‣ Target: Mass market Path 2: ROXUS > Personalised Medicine ‣ Revenue generation from the US market 2026 ‣

  21. Slide 21: Clear path to Market

    RY LTR Pharma Clear path to Market

  22. Slide 22: In-Market NOW

    In-Market NOW Growing Telehealth and Online Prescribing via TGA’s Early Access Programs 1 ‣ RHC – experts in treating ED and early adopters of SPONTAN JV with Restorative ‣ Online bookings, consults, men’s health education, telehealth solutions and prescribing SPONTAN Health Clinic (RHC) on ‣ https:

  23. Slide 23: Expedited path to market

    Expedited path to market Seeking FDA and TGA approvals in the US & Australia and then other key markets FDA TGA United States Australia Targeting a 505 (b)(2) approval pathway regulatory strategy, Targeting Category 1 - Type F Application process is expected on basis it is “repurposing” of an existi

  24. Slide 24: Commercialisation Pathways

    Commercialisation Pathways Seeking FDA and TGA approvals in the US & Australia and other key markets 1. Australia’s TGA SAS & APS early access ‣ The successful clinical study results outlining the strong efficacy and safety profile enables access in Australia through the TGA’s early access schemes,

  25. Slide 25: Capturing the Digital Health Revolution

    Capturing the Digital Health Revolution Building tomorrow's ED treatment platform today Explosive Growth Strategic Commercial Key of telehealth Position Pathway Differentiators US$140B+ ‣ Positioning SPONTAN® for online access Online Prescribing Q1 CY25 ‣ Platform development – Q4 CY24 ‣ Specialist

  26. Slide 26: Multiple Value Inflection Points

    Multiple Value Inflection Points Key milestones and catalysts anticipated in 2025/26 Early Access Expansion in Australia Expanding Product Portfolio Range ‣ Growing Online prescribers ‣ SPONTAN® derivatives (Multiple product versions for sale) ‣ General Practitioner awareness engagement ‣ New indica

  27. Slide 27: Contact

    Contact investors@ltrpharma.com www.ltrpharma.com Authorised for release by the Board of Directors

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