Ltr Pharma Limited · ASX:LTP
Ltr Pharma — Investor Presentation (September 2026)
21 slides from Ltr Pharma's investor presentation, Sep 3, 2026
Slide 1: Building a Portfolio of Differentiated Specialty Therapies
For personal use only Building a Portfolio of Differentiated Specialty Therapies Investor Update | September 2026 1
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer ‣ Nature of Document: This presentation has been prepared and issued by LTR Pharma Ltd ‣ Forward looking statements: This presentation contains forward-looking information about the (Company or LTP) to provide general information about the Company. The information in
Slide 3: Executive Summary
Executive Summary LTR Pharma: Late-stage pharmaceutical platform approaching U.S. commercialisation Differentiated Lead Program – SPONTAN / ROXUS For personal use only Rapid-acting intranasal PDE5 therapy demonstrating ~6x faster absorption versus oral tablets1 with a favourable safety and tolerabil
Slide 4: US Strategy: What FDA approval unlocks
US Strategy: What FDA approval unlocks 503A enables rapid commercialisation today, while the FDA approval has the potential to materially expand the addressable market and long-term commercial opportunity For personal use only ROXUS® - 503A SPONTAN® - 505(b)(2) approval Rapid commercial launch and m
Slide 5: US Commercialisation: Definitive Agreements Executed for ROXUS
US Commercialisation: Definitive Agreements Executed for ROXUS® Two definitive agreements now in place spanning patient demand and pharmacy supply For personal use only DEMAND ENGINE SUPPLY ENGINE Shed Holdings LLC | Executed 17 Jul 2026 Strive Specialties Inc. | Executed 20 Jul 2026 US direct-to-co
Slide 6: US Commercialisation: Launch Strategy
US Commercialisation: Launch Strategy ROXUS® – SPONTAN® – first US penetration delivering commercial scale U.S. FDA Submission – For personal use only 12 Months Post Launch Targeted 2H CY27 SPONTAN® FDA Revenue shared ROXUS® Commercial across LTR Pharma, Pathway: Pivotal Launch - 2H CY26 Shed and St
Slide 7: Why Invest in LTR Pharma
Why Invest in LTR Pharma Clinical proof. U.S. launch approaching. Expanding intranasal portfolio. Funded execution. For personal use only Clinical Differentiation U.S. Commercial Clear FDA Value Intranasal Portfolio & ‣ SPONTAN® / ROXUS® Launch Pathway Capital Position demonstrates ~6x shorter media
Slide 8: Large ED Market with a Clear Treatment Gap
Large ED Market with a Clear Treatment Gap Oral PDE5 inhibitors remain first-line, but response and persistence limitations leave a sizeable unmet need For personal use only ~US$5B ~322M SPONTAN® / ROXUS® estimated annual global ED drug men globally estimated to have ED in Rapid-onset, non-invasive
Slide 9: Phase II Data Reinforce Rapid and Predictable Pharmacokinetic Profile
Phase II Data Reinforce Rapid and Predictable Pharmacokinetic Profile Interim pharmacokinetic and safety dataset SPONTAN® vs oral comparator ~6x shorter median Tmax For personal use only Key interim findings SPONTAN® Vardenafil Parameter 5 mg intranasal 20 mg oral • Median Tmax ~10 minutes for SPONT
Slide 10: Australian Early Access Provides Real-World Clinical Validation
Australian Early Access Provides Real-World Clinical Validation TGA Special Access Scheme | treatment-experienced real-world cohort 1,000+ Expanding Established For personal use only prescriptions as at 17 Dec 2025¹ prescriber adoption distribution and fulfilment infrastructure Improved erectile har
Slide 11: Global Co-Development Agreement Aptar Pharma
Global Co-Development Agreement Aptar Pharma Strategic partnership driving regulatory For personal use only success and market readiness Combination product expertise Regulatory and development Strategic significance ‣ Co-development agreement ‣ Extractables study completed ‣ Global supply and FDA e
Slide 12: Portfolio Overview and Development Focus
Portfolio Overview and Development Lead Clinical Program ‣ TGA Early Access – ACTIVE ‣ FDA 505(b)(2) regulatory pathway Focus ‣ Phase II PK Study – interim data released For personal use only Intranasal Sprays for Erectile ‣ 503A Commercial partners secured (US) Dysfunction Validated Platform and Ex
Slide 13: OROFLOW Expands the Intranasal Platform Beyond ED
OROFLOW® Expands the Intranasal Platform Beyond ED First application of the platform in gastrointestinal disease For personal use only Significant Unmet Need Potential Non-Invasive Platform Expansion & Market Treatment Opportunity OMD can cause impaired swallowing and OROFLOW® is designed as a fast-
Slide 14: Financial Position
Financial Position Disciplined capital management supporting clinical and commercial execution For personal use only Cash in Bank Avg. Quarterly Net Operating Debt Position Outflow1 $19.6 million Zero debt $2.8 million Funded Value Inflection Points 1 ROXUS® U.S. Commercial Launch & First Revenues T
Slide 15: Key Milestones
Key Milestones Commercial and clinical catalysts driving key value inflection points For personal use only Achieved Near-Term Catalysts Development Progression ‣ Phase II PK interim data reported ‣ ROXUS® – U.S. Commercial Launch and ‣ SPONTAN® – Pivotal Phase III ‣ Pre-IND meeting completed with FD
Slide 16: Contact
For personal use only Contact investors@ltrpharma.com www.ltrpharma.com Authorised for release by the Board of Directors
Slide 17: Appendix
For personal use only Appendix Supporting information
Slide 18: Current Treatments
Current Treatments Oral PDE5 inhibitors and SPONTAN® Nasal Spray Oral Phosphodiesterase-5 (PDE5) Issues with oral inhibitors are first-line treatments For personal use only PDE5 inhibitors Main Time before sexual Approval Generic Does not work for 30-35% of patients¹ Product Brand(s) activity for do
Slide 19: SPONTAN Phase I Pharmacokinetic Study
SPONTAN® Phase I Pharmacokinetic Study Rapid absorption, consistent delivery and favourable safety profile For personal use only ‣ SPONTAN® nasal spray achieved rapid absorption Parameter Vardenafil compared to oral PDE5 inhibitors. (5mg) (10mg) oral ‣ SPONTAN® delivered similar bioavailability (Cma
Slide 20: Understanding the Market Need
Understanding Physical causes Psychological Impact the Market Need ‣ Heart health ‣ Relationship problems ‣ Hormone balance ‣ Mental wellbeing A significant healthcare ‣ Prostate Cancer ‣ Day to day stress For personal use only challenge affecting ‣ Diabetes relationships and ‣ Medical treatments qu
Slide 21: Prevalence in Key Markets
Prevalence in Key Markets As risk factors become more prevalent, so does ED bal estimate ~322m men in 20 Glo 25 For personal use only USA China Aus EU 60.7% ~30m ~33m ~150m of males 45y/o+ Source: Frost and Sullivan Report, The Erectile Dysfunction Medicines Market, September 2023 21