Pharming Group Nv · EURONEXT:PHARM

Pharming Group Nv — Investor Presentation (September 2026)

37 slides from Pharming Group Nv's investor presentation, September 2026

  1. Slide 1: Corporate Overview September 2026

    PHARMING GROUP N.V. Corporate Overview NASDAQ: PHAR September 2026 EURONEXT Amsterdam: PHARM 1

  2. Slide 2: Forward-looking statements

    Forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements are statements of future expectations that are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual resu

  3. Slide 3: Strong commercial foundation with high-value pipeline

    Strong commercial foundation with high-value pipeline HAE PIDs PMD Hereditary Angioedema Primary Immunodeficiencies Primary Mitochondrial with immune dysregulation Disease RUCONEST® Joenja® (leniolisib) napazimone (KL1333) APPROVED for acute HAE APPROVED for APDS CLINICAL • Cornerstone on-demand • A

  4. Slide 4: Vision for the future

    Vision for the future Develop a leading global rare disease company with a diverse portfolio and presence in large markets, leveraging proven and efficient clinical development, supply chain, and commercial infrastructure 4

  5. Slide 5: RUCONEST for HAE

    RUCONEST® for HAE @ Pharming’

  6. Slide 6: RUCONEST – durable market position in high-burden HAE

    RUCONEST – durable market position in high-burden HAE Differentiated value proposition • Targets the root cause of HAE across all pathways • Efficacy and reliability of IV self administration Overwhelming majority of Mostly used by patients experiencing more RUCONEST patients remain severe / frequen

  7. Slide 7: RUCONEST – rapid, reliable, complete attack resolution

    RUCONEST – rapid, reliable, complete attack resolution Stopped 97% of acute attacks 93% Median time to complete attack needed just one dose of attacks for at resolution with of RUCONEST1 least 3 days2 RUCONEST3 1 3 4.5 DOSE DAYS HOURS References: 1. RUCONEST. Prescribing information. Pharming Health

  8. Slide 8: RUCONEST Q2 performance

    RUCONEST Q2 performance Improvement in Financial performance Resilient patient base underlying demand Revenue: $72.3M 84 new patient Dyn amic Patients -10% vs. Q2 2025 enrollments Active +24% vs. Q1 2026 RUCONEST New Starts Patients Switches Restarts Drop Offs Stabilization with return to 93% revenu

  9. Slide 9: RUCONEST Post Hoc Analysis: Rapid Attack Relief & Resolution

    RUCONEST® Post Hoc Analysis: Rapid Attack Relief & Resolution Key takeaways* • Severe to very severe baseline attack severity: All patients in rhC1-INH and saline trial arms had severe attacks at baseline (12-23% severe and 77-88% very severe attacks). • Rapid onset of symptom relief: Median time to

  10. Slide 10: rhC1-INH vs sebetralstat time to complete resolution

    rhC1-INH demonstrated significantly shorter time to complete resolution compared to sebetralstat Time to Complete Resolution of rhC1-INH vs Sebetralstat Patients on rhC1-INH were 93.4% 4.5x % of HAE Attacks Resolved rhC1-INH more likely 49.5% to achieve complete symptom Sebetralstat resolution than

  11. Slide 11: Joenja (leniolisib) APDS & PID indications

    Joenja® (leniolisib) APDS & PID indications 11

  12. Slide 12: Joenja Q2 update – strong global momentum in APDS

    Joenja Q2 update – strong global momentum in APDS ahead of geographic and pediatric expansion expected this year Joenja revenue (global) U.S. patients on Joenja U.S. EU & RoW 132 Revenue +40% 127 17.9 120 114 116 132 patients on therapy in US Amounts in US$ million 2.5 12.8 +150% 102 (+16% vs 2Q25)

  13. Slide 13: Joenja for APDS - pediatric label expansion

    Joenja® for APDS - pediatric label expansion U.S. FDA approval received September 11, 2026 60 eligible patients identified in the U.S. Children aged 4 to 11, at least 27 kg Children aged 4 to 11, 13 kg to less than 27 kg PDUFA date – October 24, 2026 Separate sNDA filed July 30, 2026 Covers lower do

  14. Slide 14: Joenja expansion from APDS foundation into broad immunology opportunity

    Joenja expansion from APDS foundation into broad blockbuster immunology opportunity Broad PIDs/CVID Opportunity*** International APDS Expansion • Genetic PIDs with U.S. APDS immune dysregulation Expansion • Focused geo- (>2,500 U.S. patients) Established APDS expansion that Commercial Base • Pediatr

  15. Slide 15: PI3Kδ is a master regulator of the immune system

    PI3Kẟ is a master regulator of the immune system and imbalance contributes to immune dysregulation PI3Kẟ is a master regulator of the Immune dysregulation pathology immune system Lymphoproliferation p110δ PI3Kδ p85ɑ AKT/PKB Autoimmunity FOXO mTOR GI Disease Cell trafficking Cell Growth Cell prolifer

  16. Slide 16: PI3Kδ inhibition validated in APDS

    PI3Kδ inhibition validated in APDS Sustained, durable efficacy Lymph-node and spleen volume reduced, sustained through multi-year OLE† Joenja (leniolisib) Established safety and tolerability* APPROVED for APDS Primarily mild-to-moderate adverse events; no treatment- related SAEs with up to 7 years o

  17. Slide 17: Joenja addresses the underlying cause of APDS – Phase III co-primary endpoints

    Joenja® addresses the underlying cause of APDS to help restore immune balance – Phase III co-primary endpoints At 12 weeks Joenja® decreased lymphadenopathy and increased naïve B cells † Change from baseline in index nodes* Change from baseline in naïve B cells Log10-transformed SPD of index lesions

  18. Slide 18: Joenja significantly reduced splenomegaly

    Joenja® significantly reduced splenomegaly Secondary endpoint: Significant Secondary measure: spleen volume scan results of reductions in spleen size by 2D and actual patient illustrate average improvement 3D analysis compared to placebo documented for patients taking Joenja® • The adjusted mean dif

  19. Slide 19: Reports of Joenja changing patients' lives

    Reports of Joenja® changing patients’ lives 24-year-old male with APDS Since starting Joenja Before study enrollment whose progress was followed treatment in the Joenja® open-label extension study for 6 years Infections and • Experienced fatigue from IRT • Stopped IRT infusions and treatment infusio

  20. Slide 20: Leniolisib opportunity across primary immunodeficiencies

    Leniolisib opportunity: Targeting shared PI3Kδ-driven immune dysregulation across primary immunodeficiencies (PIDs) Two Phase II trials Genetic PIDs with immune dysregulation APPROVED Joenja (leniolisib) Expanding the addressable market linked to PI3Kẟ APDS CVID with immune dysregulation Shared clin

  21. Slide 21: Leniolisib Phase II trials in CVID and PIDs

    Leniolisib Phase II trials in CVID and PIDs: Fully 5 enrolled, readouts 4Q 2026 CVID with immune dysregulation N = 20 Genetic PIDs with immune dysregulation N = 12 Open-label, single-arm, multi-center Open-label, single-arm basket trial at NIH (ALPS-FAS, CTLA4, NFKB1, PTEN, SOCS1, NRAS/KRAS RALD) NC

  22. Slide 22: Leniolisib expanded access in CVID derisks Phase II readout

    Leniolisib expanded access in CVID derisks Improvement from baseline to last treatment visit No change or no progression from baseline upcoming Phase II readout to last treatment visit - Manifestation was not reported at baseline Clinician-reported patient outcomes across key clinical manifestations

  23. Slide 23: Napazimone (KL1333) mtDNA Mitochondrial Disease

    Napazimone (KL1333) mtDNA Mitochondrial Disease 23

  24. Slide 24: Napazimone (KL1333) for mtDNA-driven primary mitochondrial disease

    Napazimone (KL1333) for mtDNA-driven primary mitochondrial disease Aiming for the first disease-modifying treatment DYSFUNCTIONAL MITOCHONDRIA Napazimone (KL1333) targets underlying pathology • Normalizes NAD+/NADH ratio and mitochondrial function, with Impaired ETC protein Mutation evidence from in

  25. Slide 25: Napazimone Phase Ia/b positive changes in outcome measures

    In a Phase Ia/b study, napazimone (KL1333) demonstrated positive changes in outcome measures Reduction of fatigue Improvement in muscle function Biomarker changes 1 1 1 Changes from baseline to day 10 Changes from baseline to day 10 Lactate: Pyruvate ratio Improvement Improvement 1. Pizzamiglio C et

  26. Slide 26: Napazimone (KL1333) – FALCON study positive interim analysis

    Napazimone (KL1333) – FALCON study positive interim analysis Pivotal FALCON Study Interim Futility Analysis WAVE 1 – Fully enrolled Positive outcome achieved, with both • 40 patients recruited across six countries primary endpoints passing futility (U.S., UK, France, Spain, Belgium, Denmark) Promisi

  27. Slide 27: Financials and Outlook

    27 Financials and Outlook @ Pharming’

  28. Slide 28: 2026 financial guidance and long-term capital outlook

    2026 financial guidance and long-term capital outlook Revenue and operating expenses (in constant currency): FY 2026 Guidance Notes • 0 - 5% growth Total Revenues US$375 - 395 million • COGS: ~11% • 1 – 3% growth • +US$40 million R&D to advance pipeline Operating Expenses US$315 - 320 million • -US$

  29. Slide 29: Advancing Pharming as a leading global rare disease company

    Advancing Pharming as a leading global rare disease company Strong commercial Significant growth Building a leading rare foundation opportunities disease company Joenja - commercial • RUCONEST resilience – • Geographic, pediatric and • More disciplined operating model durable cash engine prevalence

  30. Slide 30: Thank you!

    WWW.PHARMING.COM The Netherlands Pharming Group Thank you! Vondellaan 47 2332 AA Leiden The Netherlands United States Pharming Healthcare, Inc. 10 Independence Blvd Suite 401, Warren NJ 07059 United States 30

  31. Slide 31: Appendix

    31 Appendix @ Pharming’

  32. Slide 32: Joenja: Targeting the root cause of APDS

    Joenja®: Targeting the root cause of APDS to help restore immune balance Treatment with Joenja® in a randomized, Patient-reported Annual Rate of Infection Days* controlled-trial led to: • Significant improvements in immune dysregulation 45 42.4 Days with infection per patient (m/N) (e.g, lymph node

  33. Slide 33: Joenja clinical trial designs

    Joenja® clinical trial designs Pivotal Trial - Part 1: Pivotal Trial - Part 2: 4,5 1,2 3 Open-label extension study Dose-finding Efficacy & Safety Evaluation Nonrandomized, open-label, Randomized, triple-blinded, Nonrandomized, open-label, long- dose-escalating placebo-controlled term study 6 patien

  34. Slide 34: Joenja addresses the underlying cause of APDS – Phase III co-primary endpoints

    Joenja® addresses the underlying cause of APDS to help restore immune balance – Phase III co-primary endpoints At 12 weeks Joenja® decreased lymphadenopathy and increased naïve B cells † Change from baseline in index nodes* Change from baseline in naïve B cells Log10-transformed SPD of index lesions

  35. Slide 35: Joenja significantly reduced splenomegaly

    Joenja® significantly reduced splenomegaly Secondary endpoint: Significant Secondary measure: spleen volume scan results of reductions in spleen size by 2D and actual patient illustrate average improvement 3D analysis compared to placebo documented for patients taking Joenja® • The adjusted mean dif

  36. Slide 36: Joenja safety profile

    Joenja® safety profile Phase III Trial1,2 Open-label Extension Study3 Data cutoff for interim analysis: December 13, 2021 Adverse reactions reported by ≥2 patients treated with Joenja and • 32/37 patients Most common AEs n more frequently than placebo reported ≥1 AE Upper respiratory tract infection

  37. Slide 37: Open-label extension interim analysis of days with infections and IRT reduction

    Open-label extension interim analysis of days spent with infections and IRT reduction 37% of patients receiving IRT reduced or discontinued dose Patient-reported Annual Rate of Infection Days* Physician-reported IRT Reduction‡ Of 27 patients receiving IRT: Days with infection per patient (m/N) 45 42

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