Slide 1: Developing new therapies to treat inflammatory causes of kidney disease
For personal use only Developing new therapies to treat inflammatory causes of kidney disease with unmet clinical needs Biotech Showcase 2025 Melbourne, September 2025 Authorised for lodgement by the Board of the Company
Slide 2: Forward looking statements
Forward looking statements This presentation includes forward-looking statements that are subject to risks and uncertainties. For personal use only Although we believe that the expectations reflected in the forward looking statements are reasonable at this time, Dimerix can give no assurance that th
Slide 3: Overview: Phase 3 Global Opportunity
Overview Phase 3 Global Opportunity For personal use only Lead drug candidate FSGS indication a rare disease that No approved treatments Orphan drug designation 4 ~$1.4 billion in total upfront & >$65 million DMX-200 in a Phase causes scar tissue available to treat regulatory, potential in total pay
Slide 4: Mechanism of Action and development milestones
Mechanism of Action Precision therapy to disrupt inflammatory feedback loops in the kidney of patients with FSGS 1 For personal use only Pre-clinical FDA confirmed proposed pre-clinical safety package sufficient to support marketing submission2 Manufacturing Commercial scale up in place – manufactur
Slide 5: What is FSGS? Cycle of damage in glomerular diseases
Cycle of damage : in glomerular diseases What is FSGS? For personal use only Kidney vessels have to work harder under high pressure Focal = some 1 Segmental = sections High blood pressure causes hyperfiltration Glomerulo = of the kidney filtering units within blood vessels of the kidney1 2 Constant
Slide 6: Cycle of damage: how DMX-200 interrupts inflammation
Cycle of damage : in glomerular diseases Existing blood pressure medication What is FSGS? For personal use only targets step 1: angiotensin DMX-200 receptor blocker (ARB) lowers Focal = some blood pressure1 interrupts step 2 - the 1 inflammatory pathway to target Segmental = sections High blood pres
Slide 7: Measuring kidney damage – surrogate endpoints
Measuring kidney damage – surrogate endpoints 1. Estimated glomerular filtration rate (eGFR) 2. Proteinuria For personal use only Treatments, such as DMX-200, aim to bring the FSGS slope back up: • A healthy kidney is a good filter and allows little to no protein • can add years to the life of the i
Slide 8: ACTION3 Phase 3 clinical trial
phase 3 clinical trial A randomised, double-blind, multi-centre, placebo-controlled study of renal outcomes of DMX-200 in patients with FSGS receiving an ARB ~286 230 56 For personal use only Total number of patients Patients recruited, Patients enrolled over into required - anticipated H2 randomise
Slide 9: Project PARASOL – an FDA-led working group
Project PARASOL – an FDA-led working group Working groups not uncommon to review and recommend potential endpoints for indications without any approved therapies as new information comes to light, for example, results from other trials or identification of For personal use only better biomarkers or
Slide 10: Interim analysis process
Interim analysis process Positive Type C meeting held in March 2025 with US Food & Drug Administration (FDA) on proteinuria trial endpoints For personal use only for full approval, and potential for accelerated approval for DMX-2001 Assuming strong Assuming FDA Timing subject to correlation to risk
Slide 11: Competitive landscape in FSGS
Competitive landscape in FSGS No approved therapies for FSGS Low competition For personal use only DMX-200 is the only inflammatory modulator in development Phase 1 Phase 2 Phase 3 Company DMX-200 Inflammatory modulator Sparsentan AT1R/ETAR dual inhibitor – Failed Phase 3 eGFR endpoint: resubmitted
Slide 12: FSGS market – potential for growth
FSGS market – potential for growth ➢ Prevalence refers to the total number of existing Biopsy cases (new and old) For personal use only ➢ Incidence refers to the number of new cases of a FSGS diagnosis driven by disease within a specified time period rates of biopsy - growth potential as biopsy rate
Slide 13: Pricing of rare kidney disease drugs
600,000 USA retail price for IgAN products For personal use only 500,000 US Medicare Drug Price Negotiation Program1 $USD/annum 400,000 US Medicare Drug Price Negotiation Program exempts orphan 300,000 drugs that treat “only one rare disease or condition’’ from drug price negotiations 200,000 100,00
Slide 14: Partnering approach for DMX-200
A partner that has existing/proven infrastructure to For personal use only deliver DMX-200 to as many FSGS patients in need of treatment A partner that recognises the overall value of the asset and views it as a strategic priority 4 exceptional, high quality partners, exponentially increasing collec
Slide 15: Summary of licensing deals for DMX-200 to date
Summary of licensing deals for DMX-200 to date Licensing deals collectively Dimerix has successfully partnered DMX-200 across key markets valued up to ~AU$1.4 billion For personal use only 1 2 3 4 in total upfront and potential milestone fees plus royalties1 United States EU, CA, AU, NZ GCC, Iraq Ja
Slide 16: Corporate overview
Corporate overview S H A R E P R I C E Ticker Symbol ASX: DXB For personal use only Cash Balance (Jun25) $68.3 million Market Capitalisation1 $270 million Share price1 $0.45 Total ordinary shares on issue1 600,184,606 Average Daily Liquidity by value for $1.1 million past 30 trading days2 S UBSTA N
Slide 17: Potential catalysts CY 2025
Potential catalysts CY 2025 1 2 3 For personal use only Q1/Q2 Q3/Q4 Potential 2025 2025 upside DMX-200 licensed in US for up to ➢ Outcome of PARASOL working group analysis anticipated ➢ Additional licensing partners for DMX- ~AU$940 million1 Q3 20255 200: Dimerix continues to pursue DMX-200 licensed
Slide 18: Well positioned to deliver; ESG statement and contact
(ASX:DXB) For personal use only W E L L P O S I T I O N E D TO D E L I V E R AGA I N ST ST R AT EG I C P L A N ESG Statement Dimerix is committed to integrating Environmental, Social and Governance (ESG) considerations across the development cycle of its programs, processes and decision making. The