Actinogen Medical Limited · ASX:ACW
Actinogen Medical — Alzheimer's Association International Conference (AAIC) 2026
37 slides from Actinogen Medical's conference presentation, Jul 8, 2026
Slide 1: Actinogen senior management presentation at AAIC and internationally
ASX ANNOUNCEMENT Actinogen senior management presentation to key stakeholders at the Alzheimer’s Association International Conference and internationally Sydney, 8 July 2026. Actinogen Medical ASX: ACW (“ACW” or “the Company”) will conduct a series of key stakeholder meetings over the coming weeks w
Slide 2: About Actinogen Medical and clinical trials
impact in these and many other diseases. The cognitive dysfunction, behavioural abnormalities, and neuropsychological burden associated with these conditions is debilitating for patients, and there is a substantial unmet medical need for new and improved treatments. Clinical Trials The XanaMIA Phase
Slide 3: For personal use only
reflect the occurrence of or non-occurrence of any future events. Past performance is not a reliable indicator of future performance. Actinogen Medical does not make any guarantee, representation or warranty as to the likelihood of achievement or reasonableness of any forward-looking statements and
Slide 4: Advancing oral Xanamem in Alzheimer's Disease
For personal use only Advancing oral Xanamem® in Alzheimer’s Disease Fully enrolled phase 2b/3 pivotal trial | Topline data November 2026 Potentially game-changing product profile Corporate Presentation July 2026 ® Xanamem is a registered trademark of Actinogen Medical Limited
Slide 5: Disclaimer
Disclaimer This presentation is dated June 2026 and has been prepared by Actinogen Medical Limited. (“Actinogen” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all infor
Slide 6: Corporate and Xanamem highlights
Corporate and Xanamem highlights Potentially game-changing oral therapy for CNS diseases in late-stage trials Validated mechanism with differentiated oral profile NEXT MAJOR VALUE INFLECTION For personal use only • Xanamem is a novel oral therapy targeting elevated brain cortisol, a well- Pivotal tr
Slide 7: Experienced leadership
Experienced leadership Proven experience in clinical development, manufacturing, regulatory & commercialization For personal use only Board of Directors Dr. Geoff Brooke Dr. Steven Gourlay Mr. Malcolm McComas Dr. George Morstyn Dr. Nicki Vasquez Chairman CEO & Managing Director Non-Executive Directo
Slide 8: Recent milestones
For personal use only Recent milestones Corporate Presentation July 2026 5
Slide 9: Clear regulatory pathway to approval in US and EU
Clear regulatory pathway to approval in US and EU Regulatory guidance from FDA & EMA supports streamlined late-stage development For personal use only Current trial • XanaMIA pivotal trial (n=247) expected to form key part of registrational package • Open-label phase has commenced with high uptake f
Slide 10: Positive interim safety, efficacy futility reviews
Positive interim safety, efficacy futility reviews Independent Data Monitoring Committee chaired by expert Dr Hans Moebius For personal use only Recommendation: • Jan 2026 “non-futile” recommendation to continue the XanaMIA trial without modification • Jun 2026 positive safety review without futilit
Slide 11: Open-label extension commenced March 2026
Open-label extension commenced March 2026 Long-term safety and efficacy durability extension to Phase 2b/3 For personal use only Design • All participants offered active Xanamem 10mg after completion of double-blind phase • Initiated March 2026 with high initial enrolment (>80% continuation from mai
Slide 12: Positioned to meet a huge unmet medical need in Alzheimer's disease
For personal use only Positioned to meet a huge unmet medical need in Alzheimer’s disease Corporate Presentation July 2026 9
Slide 13: Strong physician interest and demand for Xanamem
Strong physician interest and demand for Xanamem Global Alzheimer’s therapeutic market expected to exceed $20B by 2030 For personal use only Quantitative survey of 91 U.S. neurologists treating Alzheimer’s disease (June 2025) Respondents each manage ~250 AD patients on average Rapid adoption expecte
Slide 14: Anti-amyloid therapies only modestly slow decline
Anti-amyloid therapies only modestly slow decline Disease stabilization represents an important therapeutic aspiration 0.5 For personal use only Ideal trajectory Worsening of 0 with disease CDR-SB stabilization over 18 months -0.5 Unmet need -1 despite amyloid therapy -1.5 Modest benefit -2 of donan
Slide 15: Potential for greater magnitude of effect on CDR-SB
Potential for greater magnitude of effect on CDR-SB 0.5 SIMULATED PHASE 2B/3 DATA For personal use only Xanamem phase 2a p- 0 Worsening of tau–positive patients CDR-SB showed near- -0.5 over 18 months stabilization -1 -1.5 Modest benefit -2 of donanemab (Kisunla) over -2.5 18 months1 Worse -3 donane
Slide 16: Summary: commercial and partnering implications
Summary: commercial and partnering implications For personal use only Structural Limitations Differentiated Oral Potential for Meaningful XanaMIA as a Value of Anti-Amyloid Profile Stabilization Catalyst Infusion burden, ARIA risk, Xanamem is positioned with Targeting elevated brain Phase 2b/3 reado
Slide 17: Positioned for clinical success
For personal use only Positioned for clinical success Corporate Presentation July 2026 14
Slide 18: Targeting elevated brain cortisol in Alzheimer's disease
Targeting elevated brain cortisol in Alzheimer’s disease Xanamem selectively inhibits brain 11β-HSD1 while preserving adrenal cortisol function For personal use only Elevated brain cortisol is associated with cognitive decline and neurodegeneration Watch MOA animation Corporate Presentation July 202
Slide 19: Elevated brain cortisol and Alzheimer's progression
Elevated brain cortisol and Alzheimer’s progression Human observational and biomarker data support cortisol as a disease driver For personal use only • Higher plasma cortisol associated with increased AD risk (AIBL study) • Cortisol accelerates cognitive decline and interacts with Aβ pathology MEAN
Slide 20: Xanamem achieves high brain target occupancy
Xanamem achieves high brain target occupancy Human PET imaging confirms brain 11β-HSD1 engagement For personal use only Baseline After 7 days of daily dosing 5 mg Xanamem 10 mg Xanamem 20 mg Xanamem SUVRcarotid Reduction in tracer signal (loss of color) indicates high 11β-HSD1 occupancy - Strong occ
Slide 21: CDR-SB slowed in pTau-positive Alzheimer's
CDR-SB slowed in pTau-positive Alzheimer’s Phase 2a trial showed slowing of decline over 12 weeks (n=34) For personal use only Xanamem Placebo 0 0.2 0.4 0.36 0.6-point benefit @12 weeks CDR-SB units 0.6 Xanamem vs. Placebo Change from • Mean 0.6 units Baseline (SE) 0.8 • Median 0.8 units • p = 0.09
Slide 22: Durable activity in phase 2 depression trial
Durable activity in phase 2 depression trial 10 mg demonstrated separation from placebo overall and on background SSRI therapy For personal use only Baseline Week 2 Week 4 Week 6 Week 10 0 -2 PT 4.2-point difference Cohen’s d = 0.64 EOT 2.6-point difference p = 0.03 -4 Cohen’s d = 0.38 from baseline
Slide 23: Rigorous pivotal trial positioned for success
Rigorous pivotal trial positioned for success Fully enrolled (n=247) across U.S. and Australia; topline results November 2026 For personal use only 10mg Xanamem Follow-up & open label Screening Placebo -4 0 Double-blind, randomized treatment period (N = 247) 40 Weeks 36 Weeks Population Primary Endp
Slide 24: Well-established safety, industry-standard endpoints
Well-established safety, industry-standard endpoints being used in current pivotal trial For personal use only Safety Robust XanaMIA endpoints • Well-tolerated across clinical program • CDR-SB at 36 weeks is primary endpoint • No serious adverse events related to • Cognition (validated cognitive mea
Slide 25: Summary: positioned for phase 2b/3 success
Summary: positioned for phase 2b/3 success For personal use only Clear Biological Demonstrated Clinical Signal in Consistent CNS Rigorous, Fully Rationale Brain Target Enriched Activity Across Enrolled Pivotal Engagement Alzheimer’s Indications Trial Population Elevated brain High 11β-HSD1 CDR-SB sl
Slide 26: Summary
For personal use only Summary Corporate Presentation July 2026 23
Slide 27: XanaMIA trial positioned as a game-changer
XanaMIA trial positioned as a game-changer Operational execution and regulatory alignment ahead of pivotal Alzheimer’s data For personal use only • On-track with XanaMIA pivotal trial in patients with mild-to-moderate AD ✓ Full enrolment of 247 participants achieved ✓ Positive interim analysis Jan 2
Slide 28: Commercial and strategic strength ahead of readout
Commercial and strategic strength ahead of readout Leadership, market validation, lifecycle protection, and financial readiness For personal use only • Experienced leadership team with proven track records across development, approval, commercialization, and strategic transactions • Strong physician
Slide 29: Appendix
For personal use only Appendix Corporate Presentation July 2026 26
Slide 30: Elevated brain cortisol and Alzheimer's progression
Elevated brain cortisol and Alzheimer’s progression Human observational and biomarker data support cortisol as a disease driver For personal use only • Higher plasma cortisol associated with increased AD risk (AIBL study) • Cortisol accelerates cognitive decline and interacts with Aβ pathology MEAN
Slide 31: 2026 catalysts leading to November Alzheimer's results
2026 catalysts leading to November Alzheimer’s results For personal use only Milestone Likely Timing Positive interim analysis XanaMIA AD trial of all available data (weeks 12, 24 & 36) Completed XanaMIA AD open-label extension (OLE) commences & reports initial enrolment data Completed EMA Scientifi
Slide 32: AD treatment landscape: meaningful limitations persist
AD treatment landscape: meaningful limitations persist Recent advances have not eliminated meaningful clinical and practical barriers For personal use only Mechanistic Admin Comments Older drugs - boosting acetylcholine or glutamate Oral • Symptomatic benefit only • Gastrointestinal tolerability lim
Slide 33: PGI-S benefit in patients taking SSRI
PGI-S benefit in patients taking SSRI (n=75) For personal use only Baseline Week 2 Week 4 Week 6 Week 10 PT 0 -0.2 EOT 0.41-point difference Cohen’s d = 0.43 -0.4 PGI-S LS mean change from PT 0.59-point difference Cohen’s d = 0.62 -0.6 baseline (± SE) -0.8 -1 -1.2 -1.4 -1.6 Xanamem (n=36) Placebo (n
Slide 34: Xanamem MADRS improvement from Week 2
Xanamem MADRS improvement from Week 6 (n=165) All randomized participants For personal use only Baseline Week 2 Week 4 Week 6 Week 10 PT 0 -2 BETTER PT 2.7-point difference -4 from baseline (± SE) EOT 1.5-point difference Cohen’s d = 0.43 LS mean change Cohen’s d = 0.24 p < 0.05 p = 0.23 MADRS -6 -8
Slide 35: Xanamem PGI-S separation from Week 2
Xanamem PGI-S separation from Week 2 (n=165) All randomized participants For personal use only Xanamem Placebo Baseline Week 2 Week 4 Week 6 Week 10 PT 0 BETTER -0.2 from baseline (± SE) -0.4 PT 0.28-point difference LS mean change Cohen’s d = 0.29 p = 0.12 -0.6 PGI-S -0.8 -1 EOT 0.22-point differen
Slide 36: Xanamem improves MADRS response rates
Xanamem improves MADRS response rates (n=165) Increased rates of remission (MADRS < 10) and large (50%) improvements For personal use only % with ≥ 50% reduction in MADRS % with < 10 points on MADRS 40 30 >50% more >50% more 35 25 30 20 25 20 15 15 10 10 5 5 0 0 Week 2 Week 4 Week 6 Week 10 Week 2 W
Slide 37: Contacts
Contacts For personal use only Will Souter Steven Gourlay CFO & Investor Relations CEO & Managing Director M: +61 402 035 716 P: +61 2 8964 7401 E. will.souter@actinogen.com.au E. steven.gourlay@actinogen.com.au Join the Actinogen Investor Hub: https://investors.actinogen.com.au/ Corporate Presentat
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