Basilea Pharmaceutica Ag · SIX:BSLN
Basilea Pharmaceutica — H1 2026 Earnings Presentation
29 slides from Basilea Pharmaceutica's earnings presentation, Aug 18, 2026
Slide 1: Shaping the Future of Infectious Diseases
Shaping the Future of Infectious Diseases Half-year results 2026 Webcast presentation | August 18, 2026 Creating anti-infective opportunities 1
Slide 2: Introduction – David Veitch
David Veitch Chief Executive Officer Introduction Creating anti-infective opportunities 2
Slide 3: Disclaimer
Disclaimer This communication, including the accompanying oral presentation, contains certain forward-looking statements, including, without limitation, statements containing the words “believes”, “anticipates”, “expects”, “supposes”, “considers”, and words of similar import, or which can be identif
Slide 4: Half-year 2026 – Highlights
Half-year 2026 – Highlights Delivering strong financial results and positioning the company for future success FINANCIALS PORTFOLIO Total revenue up 14% Operating profit Cresemba global in- Fosmanogepix: phase 3 y-o-y to CHF 119 increased by 32% y-o-y market sales increased on track; BARDA funding m
Slide 5: Innovative anti-infective pipeline
Innovative anti-infective pipeline Addressing urgent and evolving infection threats Assets Preclinical Phase 1 Phase 2 Phase 3 Market COMMERCIAL Cresemba® isavuconazole Invasive mold infections¹ Zevtera® ceftobiprole HABP, CABP, SAB, ABSSSI¹ PHASE 3 Fosmanogepix USD ~1.0 bn Invasive yeast infections
Slide 6: Expanding future pipeline opportunities through early-stage collaborations and partnerships
Expanding future pipeline opportunities through early- stage collaborations and partnerships Phare Bio Artificial intelligence-powered discovery of novel antibacterial agents Prokaryotics Developing novel broad-spectrum antifungal targeting severe invasive infections Provide access to innovative ant
Slide 7: Commercial & Financial Update – Adesh Kaul
Adesh Kaul Chief Financial Officer Commercial & Financial Update Creating anti-infective opportunities 7
Slide 8: Cresemba's in-market sales continue double-digit growth
Cresemba’s in-market sales continue double-digit growth 900 USD 782 800 700 million 600 April 2025 to March 2026 500 27% 400 300 200 year-on-year growth 100 MAT Q1/2022 MAT Q1/2024 MAT Q1/2024 MAT Q1/2025 MAT Q1/2026 MAT: Moving annual total; Source: IQVIA Analytics Link, March 2026 Creating anti-in
Slide 9: Zevtera US launch – Positioned for future success
Zevtera® US launch – Positioned for future success Launched in the US in July 2025 through commercial partner Innoviva Specialty Therapeutics − Broad market access established: key GPO listings, J- code, Medicaid/340B and NTAP reimbursement support − Positive early clinical experience reflected in i
Slide 10: Capital efficiency through non-dilutive R&D funding
Capital efficiency through non-dilutive R&D funding in USD, rounding consistently applied by BARDA and CARB -X Committed Non-dilutive funding has a long-term positive effect on > 440 value creation and risk mitigation: million • Preserving shareholder value: No equity component; no dilution to share
Slide 11: Strong financial results H1 2026 – Significant increase in revenue and profit
Strong financial results H1 2026 – Significant increase in revenue and profit in CHF million H1 2026 H1 2025 Cresemba and Zevtera related revenue 92.3 90.5 of which royalty income 57.8 52.1 of which milestone and upfront payments 4.7 6.9 Other revenue 26.7 13.5 Total revenue 119.0 104.0 Cost of prod
Slide 12: Strong cash flows while making significant R&D investments
Strong cash flows while making significant R&D investments Cash flows from operating activities (in CHF million) 74.4 62.1 23.1 17.9 19.0 14.2 7.1 2019 2020 2021 2022 2023 H1 2024 / H1 2025 / H1 2026 FY 2024 FY 2025 -32.0 -54.1 -63.8 Note: Consolidated figures in conformity with US GAAP; rounding ap
Slide 13: Strengthening the balance sheet through debt reduction
Strengthening the balance sheet through debt reduction CHF 150 million debt reduction between 2022-2026 (nominal value) in CHF million 250 200 49 Convertible bond matures 150 28th July 2027 75 100 221 172 21 5 Private loan 50 2022 convertible bonds 97 76 71 2027 convertible bonds 0 01.01.2022 01.01.
Slide 14: Updated FY 2026 financial guidance
Updated FY 2026 financial guidance – Increase in total revenue driving 40% increase in operating profit FY 2026 FY 2026 FY 2025 in CHF million updated guidance previous guidance actuals Cresemba and Zevtera related ~210 ~200 194.4 revenue of which royalty income ~125 ~120 111.6 Total revenue ~ 15% i
Slide 15: Cresemba and Zevtera related revenue
Cresemba and Zevtera related revenue Revenue mix shifting towards higher margin revenues – increasing cash contribution in CHF million 200.0 ~50 57.8 50.8 150.0 ~35 37.9 32.0 40.4 32.7 100.0 33.5 24.7 29.9 29.9 ~125 111.6 3.9 3.9 50.0 96.7 78.9 65.0 57.8 57.8 0.0 2022 2023 2024 2025 H1 2026 H1 2026
Slide 16: Portfolio Update – Marc Engelhardt
Marc Engelhardt Chief Medical Officer Portfolio Update Creating anti-infective opportunities 16
Slide 17: Advancing our phase 3 programs toward approval
Advancing our phase 3 programs toward approval Ceftibuten-ledaborbactam: Phase 3 derisked through well-established study design Global phase 3 program Readout & in complicated urinary regulatory tract infections1 process Fosmanogepix: Phase 3 derisked through positive real-world data FAST-IC: Global
Slide 18: Fosmanogepix – Phase 3 program on track with growing real-world experience
Fosmanogepix – Phase 3 program on track with growing real-world experience − Differentiated profile Global Expanded Access Program − First-in-class mechanism of action − Broad-spectrum activity against molds and yeasts − Excellent tissue penetration − IV and oral formulations − Phase 3 studies1 on t
Slide 19: BAL2420 (LptA inhibitor): phase 1 study progressing
BAL2420 (LptA inhibitor): phase 1 study progressing First-in-class antibiotic targeting highly resistant Gram-negative bacteria BAL2420 destroys the LPS transport bridge The outer cell membrane becomes compromised and LPS accumulate at the inner cell membrane, leading − Phase 1 first-in-human dose e
Slide 20: Additional pipeline assets supporting future growth
Additional pipeline assets supporting future growth Antibacterial and antifungal assets Ceftibuten-ledaborbactam BAL2062 Phase 3 candidate Phase 2 candidate − Potential first oral BL/BLI combination for − Novel antifungal for invasive aspergillosis, complicated urinary tract infections including res
Slide 21: "Agenda 2030" and Summary
David Veitch Chief Executive Officer “Agenda 2030” and Summary Creating anti-infective opportunities 21
Slide 22: Commercial portfolio outlook
Commercial portfolio outlook Targeting four commercial products by 2030 Ceftibuten-ledaborbactam Fosmanogepix Zevtera Cresemba 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Zevtera Fosmanogepix Ceftibuten- US launch targeted launch ledaborbactam targeted launch Creating anti-infective oppor
Slide 23: "Agenda 2030" – Delivery on track
“Agenda 2030” – Delivery on track Strong operational execution reinforces confidence in our financial targets Strong financial This allows position us to − CHF 160 million cash as of end-2025 − Bring phase 3 programs to market with the potential to double current in-market sales − Approx. CHF 600 mi
Slide 24: We continue to deliver on our goals
We continue to deliver on our goals − Cresemba & Zevtera revenue Cresemba global in-market sales continue showing impressive double-digit growth − Phase-3 programs Fosmanogepix two phase 3 studies progressing as planned Preparations on-track for initiating ceftibuten-ledaborbactam phase 3 program mi
Slide 25: Q&A
Q&A Creating anti-infective opportunities Proprietary information of Basilea Pharmaceutica International Ltd, Allschwil – not for distribution 25
Slide 26: Capital Markets Day
Capital Markets Day October 28, 2026 Zürich, Switzerland Creating anti-infective opportunities 26
Slide 27: Thank you
Thank you Creating anti-infective opportunities Proprietary information of Basilea Pharmaceutica International Ltd, Allschwil – not for distribution 27
Slide 28: Glossary
Glossary − ABSSSI Acute bacterial skin and skin structure − IV Intravenous infections − LPS Lipopolysaccharide − BARDA Biomedical Advanced Research and − LptA Lipopolysaccharide transport protein A Development Authority − MAT Moving Annual Total − BL/BLI Beta-lactam/Beta-lactamase inhibitor − Mn Mil
Slide 29: Shaping the Future of Infectious Diseases
Shaping the Future of Infectious Diseases Hegenheimermattweg 167b 4123 Allschwil Switzerland info@basilea.com www.basilea.com All rights reserved. © Basilea Pharmaceutica International Ltd, Allschwil Creating anti-infective opportunities 29
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