Patrys Limited · ASX:PAB
Patrys — Investor Presentation (July 2026)
19 slides from Patrys's investor presentation, Jul 27, 2026
Slide 1: Bridging Gaps in Therapeutic Care
ASX:PAB Bridging Gaps in Therapeutic Care TechKnow Presentation July 2026 patrys.com 1
Slide 2: Disclaimer
Disclaimer The following material is for general information purposes only and is not to be relied upon for the making of an investment decision. Any investment in Patrys Limited ACN 123 055 363 (Patrys) is subject to investment risk including the possibility of loss of capital invested and no retur
Slide 3: A Faster, Lower-Risk Path to a >US$2B Delirium Market
A Faster, Lower-Risk Path to a >US$2B Delirium Market Proven Drug Reformulated for ICU Accelerated ✓ Quetiapine already widely used ✓ New proprietary Injectable Development Pathway in clinical practice formulation with patent ✓ FDA 505(b)(2) regulatory ✓ Safety and efficacy well protection extending
Slide 4: Executive & Board of Directors
Executive & Board of Directors Combining drug development, commercialisation and capital markets expertise Therapeutic ASX Governance Biotech Healthcare & Capital Markets, Clinical Trial Development Commercialisation Biotech Investment Finance & Investor Operations Relations Dr Samantha Peter Brian
Slide 5: Delirium: Severe and Acute Brain Dysfunction
Delirium: Severe and Acute Brain Dysfunction Delirium: Severe and Acute Brain Dysfunction Confusion Cognitive Increased Decline Risk Of Dementia1 Disorientation Altered Thinking & Behavious Up to 80% of ICU patients experience 3 Forms delirium • Withdrawn (Hypoactive) • Mixed Estimated Serviceable A
Slide 6: The Problem: Current Treatment Challenges
The Problem: Current Treatment Challenges “OFF-LABEL” Quetiapine: Atypical • No approved drug Antipsychotic & Antipsychotic Benzodiazepine treatments# • Haloperidol • Only available as oral formulation • Slow onset of action (1-2h) • Risperidone • Difficult to administer to delirium patients • Dexme
Slide 7: Quetiapine (QTP) Mechanism of Action in Delirium
Quetiapine (QTP) Mechanism of Action in Delirium CLINICAL DOWNSTREAM DOWNSTREAM CLINICAL OUTCOME PATHWAY PATHWAY OUTCOME ↓ Agitation Adrenergic / Arousal Circuits Sleep ↓ Nightmares Monoamine ~H1 Rapid sedation Improvement ↑ NE in PFC Anxiolysis Histamine (tolerance develops rapidly) Dysregulation N
Slide 8: Solution: Proprietary Injectable Quetiapine
Solution: Proprietary Injectable Quetiapine • Rapid control of acute agitation episodes • Faster resolution of delirium • Improved safety for patients and staff • Shorter ICU and hospital stays • Cost of care reduced 8
Slide 9: Intellectual Property Protection
Intellectual Property Protection • Provisional patent application Australia No. 2022901032 Australian Provisional Patent No. 2022901032 • Wholly owned by Patrys with no trailing Entered National Phase* Q4 2024 obligations World Intellectual Property Office (WIPO) (PCT/AU2023/050316). • New IP develo
Slide 10: A Faster Path to Market
A Faster Path to Market Reformulation strategy enables faster, de-risked drug development 2–3X Higher Success Rate vs Novel Drugs Traditional Drug 505(b)(2) Pathway Development Full Clinical Studies Utilises Existing Safety Required High Cost & Efficacy Data Lower Cost 40–60% Extensive New Studies L
Slide 11: A Structurally De-Risked Opportunity
A Structurally De-Risked Opportunity Compared to a typical biotech program, this asset is de-risked across all major value drivers Risk Factor Risk Typical Biotech This Asset Investor Takeaway Market Demand HIGH LOW Open market with clear demand - & Unmet Need • Competing with approved drugs • No ap
Slide 12: Reformulation Examples
Reformulation Examples In 2024 the FDA approved Comparable Reformulations many (~25) drugs under the Original Reformulated 505(b)(2) reformulation Indication Indication Deal pathway. Chronic pain Acute post operative pain Mallinckrodt management management (IV) $1.4B acquisition (oral) (paracetamol)
Slide 13: Accelerated Clinical Development Pathway
Accelerated Clinical Development Pathway Bridging Studies 2026 H1 2026 H2 2027 2028 Required • Human micro-dosing + Pre-Study Preparation 01 02 03 PBPK modelling Global pivotal ICU • Finalise manufacturing Phase 1A Phase 1B (CMC) • Predict human dose and Clinical Trial Study delirium study administr
Slide 14: Clinical Development Timeline and Key Value Catalysts
Clinical Development Timeline and Key Value Catalysts Multiple near-term clinical and regulatory milestones Extensive existing Decades of clinical use of oral quetiapine expected over the next 18–24 months. clinical data significantly reduces technical and regulatory risk for the IV reformulation pr
Slide 15: Corporate Snapshot
Corporate Snapshot Capital Structure Shares on issue 1 674,845,324 Share price 2 3.7c Market Opportunity ~US$2B Market capitalisation $25.64M Cash 3 $3.36M Serviceable addressable delirium treatment market Share Price History Debt Nil Enterprise Value $22.3M Notes: 1. Shares on issue is shown undilu
Slide 16: Patrys Limited (ASX:PAB)
Patrys Limited (ASX:PAB) Proven drug, better delivery. De-risked investment. Contact Dr. Samantha South Phone: +61 421 117 241 Email: info@patrys.com Patrys Limited (ASX:PAB) patrys.com Watch online: https://www.youtube.com/watch?v=BNjPXENiSa0
Slide 17: Patrys Limited (ASX:PAB)
Patrys Limited (ASX:PAB) Proven drug, better delivery. De-risked investment. Contact Dr. Samantha South Phone: +61 421 117 241 Email: info@patrys.com Patrys Limited (ASX:PAB) patrys.com
Slide 18: Injectable Quetiapine: Faster Onset. Superior Safety.
Injectable Quetiapine: Faster Onset. Superior Safety. Current pharmacologic treatments for delirium are used off-label +++ strong / favourable Oral IV IV SL Being ++ moderate AQS Quetiapine Haloperidol Dexmedetomide Olanzapine assessed + limited Clinical efficacy +++ ++ + + +++ IL-6 INHIBITOR Speed
Slide 19: Gap in IV Knowledge
Gap in IV Knowledge What we know: Oral pharmacokinetics Know oral dose works delirium (25–100 mg/day) Lower than oral dose schizophrenia >250-800 mg/day Maximum tolerated dose (MTD) of 800-1000 mg/day High oral variability due to first pass metabolism Need to confirm IV starting dose for clinical tr