Nicox Sa · EURONEXT:ALCOX
Nicox Sa — Investor Presentation (June 2024)
27 slides from Nicox Sa's investor presentation, Jun 7, 2024
Slide 1: Nicox Corporate Presentation
Nicox Corporate Presentation An international ophthalmology company developing innovative solutions to help maintain vision and improve ocular health June 7, 2024 Euronext Growth Paris: ALCOX
Slide 2: Forward-looking statements
Forward-looking statements This document has been prepared by Nicox SA and may not be reproduced or distributed, in whole or in part. The information contained in this document has not been independently verified and no representation, warranty or undertaking, expressed or implied, is made as to, an
Slide 3: Progress in achieving value inflection points expected for 2024-2025
Progress in achieving value inflection points expected for 2024-2025 Appointment of Gavin Spencer as Chief Executive Officer Value proposition of NCX 470 confirmed through Kowa partnership Recent Highlights Restructuring of debt agreements with BlackRock Streamlining costs to concentrate on NCX 470
Slide 4: Consistently delivering innovations in ophthalmology
Consistently delivering innovations in ophthalmology ... ercial value of lead et NCX 470 in Late- stage Phase 3 development > Apotentially differentiated profile targeting ~$6bn worldwide glaucoma market > Positive results from the first Phase 3 trial’, Mont Blanc, demonstrating competitive |\OP-low
Slide 5: Upcoming milestones
Upcoming milestones Several positive milestones in 2024 and 2025 NCX 470 ** Completion of recruitment of U.S. patients Q4 2024 “ Denali results — H2 2025 “+ Estimated worldwide sales over $300 million! ZERVIATE “* Upcoming approval in China ** Estimated Chinese sales up to $100 million2 Corporate «*
Slide 6: An innovative portfolio led by NCX 470, a derisked product candidate
An innovative portfolio led by NCX 470, a derisked product candidate with global potential Stages of Development 3 Product Candidates Preclinical Phase 1 Phase 2 Phase 3 NDA Marketed Expected Milestones Denali topline results in H2 2025 NCX 470 | NO-donating bimatoprost eye drops Whistler Phase 3 re
Slide 7: Glaucoma: a worldwide ophthalmic condition with unmet medical needs
Glaucoma: a worldwide ophthalmic condition with unmet medical needs Elevated IOP* contributes to irreversible optic nerve damage, leading to progressive vision Loss damage to the optic nerve head reduced aqueous humor outflow normal aqueous humor outflow anterior vitreous optic nerve head ff *#) cha
Slide 8: Unmet medical needs for glaucoma treatment
Unmet medical needs for glaucoma treatment ¥ 40% of patients Despite having well established do not achieve first-line therapies, including the their target IOP standard-of-care, latanoprost, on existing patients do not react to monotherapies' glaucoma medications in the requiring ophthalmologists t
Slide 9: NCX 470 acts through a dual mechanism for IOP lowering
1 2, NCX 470 acts through a dual mechanism’ for IOP Lowering Non-clinical optic nerve/retinal damage models also demonstrate potentially beneficial retinal effects? Two pathways for Primary or conventional NO aqueous humor outflow outflow normally lias eh Stimulated by accounts for ~60% to Gnitroomh
Slide 10: Positive NCX 470 Mont Blanc topline results
Positive NCX 470 Mont Blanc topline results!.23 Phase 3 clinical program intended to support planned U.S. & China NDA submissions Designed to demonstrate safety and efficacy of NCX 470 0.1% vs. Latanoprost 0.005%, defined by IOP reduction from time-matched baseline at pre-established time points MON
Slide 11: Mont Blanc dosage arms schematic
1. This schematic reflects the dosage arms w hich continued in the trial and do not include the NCX 470 0.065% dose w hich wasonly in the adaptive design portion of the trial
Slide 12: Mont Blanc IOP reduction results
As published in the landmark EMGT study “…each mmHg of decreased IOP was related to an approximately 10% lowering [of risk of vision loss progression]” 1 1. This data reflects the dosage arms w hich continued in the trial and do not include the NCX 470 0.065% dose w hich was only in the adaptive des
Slide 13: NCX 470 0.1% vs Latanoprost 0.005%
NCX 470 0.1%: N = 328 Latanoprost 0.005%: N = 333 • Denotes statistically significant differences vs latanoprost (p<0.049) • Fechtner et al., AJO, published, 2024 - https://doi.org/10.1016/j.ajo.2024.03.002
Slide 14: Statistically significant differences vs latanoprost
• * * * * • • * Denotes statistically significant differences vs latanoprost (p<0.049)
Slide 15: NCX 470 was well tolerated
• • • • ≤ • • NCX 470 was well • • • 1. This data reflects the dosage arms w hich continued in the trial and do not include the NCX 470 0.065% dose w hich was only in the adaptive design portion of the trial.
Slide 16: NCX 470 presentations at key ophthalmology conferences
NCX 470 - Presentations at key ophthalmology conferences yee eSMa —* Poster 1: Intraocular Pressure Reduction with NCX 470 versus Latanoprost Across the Spectrum of Baseline Intraocular SOCIETY Pressures + Poster 2: Intraocular Pressure Reduction with NCX 470 versus Latanoprost In Previously Treated
Slide 17: U.S. glaucoma clinical advisory board with leading experts
U.S. glaucoma clinical advisory board with leading experts DR. ROBERT D. FECHTNER, MD, CHAIRMAN Professor and Chair of the Department of Ophthalmology at SUNY Upstate Medical University, Syracuse, NY DR. SANJAY G. ASRANI, MD Professor of Ophthalmology at Duke University in Durham, North Carolina, an
Slide 18: Value proposition of NCX 470
Value proposition of NCX 470 Novel molecule with competitive positive impact on lowering intraocular pressure (IOP), the leading cause of glaucoma Positive pivotal Phase 3 topline results from the Mont Blanc trial:?3 First non-combination product to demonstrate statistical non-inferiority to a prost
Slide 19: Composition of matter patent to 2029 expected to be extended to 2034
**Subject to securing a U.S. commercial partner • Composition of matter patent to 2029 expected to be extended to 2034 in the United States and formulation patent to 2039. Additional marketing exclusivity may be available based on the status as a New Chemical Entity • Peak annual net sales potential
Slide 20: Ocumension Therapeutics partnership
Portfolio of 25 Listed on the 444 employees, Based in China products with Hong Kong stock 10 commercialised including 232 in Created in 2018 exchange since $34 million revenue commercial Dedicated to 2020 ophthalmology in 2023 (+55%) $600 million market cap • • •
Slide 21: Kowa partnership
Founded in Japan in 1894 ~8000 employees The pharmaceutical Team of medical Active worldwide with an annual sector is an representatives in in multiple group revenue of important one with Japan and a domains including $4.9 billion an international franchise in life sciences presence glaucoma • • •
Slide 22: Future commercialization of NCX 470
Future commercialization of NCX 470 To secure the Long-term future of the Company * The Company is considering a number of options to ensure the commercialization of NCX 470 and concretize the future strategy: + New license agreements * Joint venture structures with companies having complementary pr
Slide 23: Existing commercial products: VYZULTA and ZERVIATE
D Existing commercial products NICOX visible science VYZULTA BAUSCH +LOMB Marketed in >15 countries and territories, including the U.S. v 5% to 9% royalties on annual net sales 0) OcuMension v Potential for up to $17.2 million in sales milestones by Ocumension KR A A val ‘ed hina 24 iol; ; icti Appr
Slide 24: A refocused global leadership team
A refocused global leadership team Gavin Spencer Sandrine Gestin Doug Hubatsch Chief Executive Officer VP, Finance and EVP, Chief Scientific Officer ob NOVARTIS tb NovarTIs soorstnamnieie Alcon INTERNATIONAL Sonia Benhamida Observer BlackRock Jean-Frangois Labbe Michele Garufi _ Gavin Spencer Mauriz
Slide 25: Financial highlights
Financial highlights Cash balance expected to support current operations through November 2024 Financial Position and Ownership of the Nicox Group! Cash, Cash Equivalents as at 31 March 2024 €9.1 million a 5 Long term debt? as at 31 March 2024 €20.5 million g Cash runway? November 2024 g Outstanding
Slide 26: Investment highlights
Investment highlights vA proven track record in clinical development and business development * Two product approvals in the U.S., one pending in China * Business development deals in the U.S., Japan, China, and globally with Tier 1 companies v NCX 470, a derisked, late-stage development program * P
Slide 27: Nicox S.A.
27 Nicox S.A. Sundesk Sophia Antipolis Emerald Square Batiment C rue Evariste Galois, 06410 Biot, France T: +33 (0)4 97 24 53 0O nicox visible science communications@)nicox.com www.nicox.com, (@