Alligator Bioscience Ab · OMXSTO:ATORX
Alligator Bioscience Ab — Investor Presentation (September 2026)
15 slides from Alligator Bioscience Ab's investor presentation, September 2026
Slide 1: Rights issue
Rights issue Subscription period 4-18 September 2026 Alligator Bioscience AB (publ)
Slide 2: Disclaimer
Disclaimer IMPORTANT INFORMATION This presentation, which includes all information and data on the following slides, any oral statements made when presenting these slides, and any other material distributed or statements made at, or in connection with, such presentation (the “Presentation”), relates
Slide 3: Disclaimer: Important information relating to the rights issue
Disclaimer IMPORTANT INFORMATION RELATING TO THE RIGHTS ISSUE NOT FOR DISTRIBUTION, DIRECTLY OR INDIRECTLY, WHOLLY OR PARTLY, IN THE UNITED STATES OF AMERICA, AUSTRALIA, CANADA, NEW ZEALAND, SINGAPORE, HONG KONG, JAPAN, SOUTH AFRICA, SOUTH KOREA, RUSSIA, BELARUS OR ANY OTHER JURISDICTION WHERE TO DO
Slide 4: Alligator Bioscience in brief
Alligator Bioscience in brief A royalty interest in a global Phase 3 HER2 programme WHAT ALLIGATOR IS TODAY THE PRINCIPAL VALUE DRIVER WHAT HAPPENS NEXT ▸ Swedish biotechnology company listed on ▸ A financial interest in HLX22, a differentiated ▸ Phase 3 topline data estimated for the second Nasdaq
Slide 5: Alligator after the refocus
Alligator after the refocus One principal value driver, a minimal cost base, and optionality held outside the base case PRINCIPAL VALUE DRIVER COST BASE OTHER ASSETS ▸ Financial interest in a global Phase 3 ▸ Independent development of mitazalimab ▸ Mitazalimab, ATOR-4066, ALG.APV-527 and programme
Slide 6: HLX22
HLX22 Differentiated anti-HER2 monoclonal antibody developed by Shanghai Henlius Biotech, Inc. ALLIGATOR’S ECONOMICS THE MOLECULE 35% Up to 1.75% of AbClon’s revenues from Henlius, effective royalty on HLX22 net sales, in including milestone payments and accordance with customary industry royalties
Slide 7: The HER2-positive opportunity
The HER2-positive opportunity HLX22 is being developed in two of the largest HER2-driven tumour types GASTRIC AND GEJ CANCER BREAST CANCER ▸ Approximately 968,000 new cases of gastric cancer worldwide in 20221, with ▸ Approximately 2.3 million new cases worldwide in 20221, the most frequently juncti
Slide 8: HLX22 – clinical programme and route to royalties
HLX22 – clinical programme and route to royalties Late-stage development across HER2 positive malignancies, run and funded by Henlius. GASTRIC AND GEJ CANCER BREAST CANCER ▸ Global Phase 3 in first-line HER2-positive gastric and gastroesophageal junction ▸ Regulatory approval obtained in China to in
Slide 9: How Alligator earns royalties on HLX22
How Alligator earns royalties on HLX22 A financial interest carried through AbClon, with no development cost SHANGHAI HENLIUS BIOTECH ABCLON, INC. ALLIGATOR BIOSCIENCE ▸ Develops, funds and will commercialise HLX22 ▸ Korean biotechnology company and licensor of ▸ Entitled to 35% of AbClon’s revenues
Slide 10: Why we discontinued independent development of mitazalimab
Why we discontinued independent development of mitazalimab A treatment landscape expected to move faster than a self-funded Phase 3 could follow 1 WHAT CHANGED EXTERNALLY 2 WHAT IT MEANT FOR US 3 WHAT WE DECIDED ▸ K-RAS mutations occur in around 90% of ▸ Dialogue with KOL indicates that 1L SoC will
Slide 11: Other assets and optionality
Other assets and optionality Retained outside the base case, with no development funded by Alligator MITAZALIMAB EARLY-STAGE PROGRAMMES ANTIBODY TECHNOLOGIES ▸ CD40 agonist antibody with Phase 2 OPTIMIZE- ▸ ATOR-4066, a CD40 x CEACAM5 bispecific ▸ ALLIGATOR-GOLD, a human antibody library of 1 data i
Slide 12: Rights issue of units
Rights issue of units Approx. SEK 125.6 million before issue costs at full subscription TERMS TIMETABLE USE OF PROCEEDS ▸ One existing ordinary share on the record date ▸ 31 August — filing of prospectus ▸ Repayment of bridge loans of SEK 19 million carries five unit rights; one unit right entitles
Slide 13: Summary and outlook
Summary and outlook HLX22 TO TOPLINE FINANCING AND COST BASE OPTIONALITY, OUTSIDE THE BASE CASE ▸ Global Phase 3 in first-line HER2-positive gastric ▸ Rights issue of units approved, approximately ▸ Mitazalimab available for out-licensing or and GEJ cancer, with patients dosed in all SEK 125.6 milli
Slide 14: Contact
Contact Investor Relations ir@alligatorbioscience.com +46 46 540 82 00 Alligator Bioscience AB (publ) Medicon Village, Scheeletorget 1 SE-223 81 Lund, Sweden www.alligatorbioscience.com
Slide 15: The share and ownership
The share and ownership Held by more than 12,000 shareholders, predominantly private investors LARGEST SHAREHOLDERS THE SHARE ▸ 628,106,848 ordinary shares outstanding, each carrying one vote Avanza Pension 8.40% ▸ 12,216 shareholders; the ten largest hold 29.6% of capital and votes Michael Schatz D
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