Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Q1 FY2026 Earnings Presentation
17 slides from Botanix Pharmaceuticals's earnings presentation, Oct 19, 2025
Slide 1: Q1 FY26 Investor Update
For personal use only Q1 FY26 Investor Update 20 October 2025 www.botanixpharma.com
Slide 2: Important Notices & Disclaimer
Important Notices & Disclaimer 1. Summary information The following notice and disclaimer applies to this investor presentation (“Presentation”) and you are therefore advised to read this carefully before reading or making any other use of this Presentation or any information contained in this Prese
Slide 3: Q1 FY2026 Quarterly Update Overview
Q1 FY2026 Quarterly Update Overview For personal use only Corporate Overview Q1 Commercial Highlights Q1 Financial Highlights v Botanix is a highly experienced v Continued TRx growth of Sofdra v Strong capital position to support dermatology-focused growth plans and profitability v Quarter over quar
Slide 4: Corporate overview: Fast-growing dermatology pharmaceutical company with successful launch
Corporate overview: Fast-growing dermatology pharmaceutical company with successful launch of lead product for hyperhidrosis For personal use only Dermatology Focused Innovative Platform Strong Capital Position Positioned for Growth Sofdra® is the first and Fulfillment platform Cash of A$49.2m, Sale
Slide 5: Botanix is led by an experienced group of dermatology executives
Botanix is led by an experienced group of dermatology executives >30 For personal use only VINCE IPPOLITO HOWIE MCKIBBON CAREY HERBERT CHRIS LESOVITZ successful Executive Chairman Chief Legal & Compliance Officer Chief Financial Officer, U.S. dermatology Chief Executive Officer product launches deve
Slide 6: Primary hyperhidrosis affects twice as many patients as psoriasis
Primary hyperhidrosis affects twice as many patients as psoriasis and is the third largest patient category in dermatology 16.1m For personal use only PRIMARY HYPERHIDROSIS PATIENTS US Population ~336m Primary Hyperhidrosis ~16.1m Patients1 Primary Axillary Hyperhidrosis Patients1 ~10m 7.5m PSORIASI
Slide 7: Sofdra is the first and only new chemical entity for primary axillary hyperhidrosis
Sofdra® is the first and only new chemical entity for primary axillary hyperhidrosis, providing a safe and effective treatment option Sofdra binds selectively to M3 FDA-Approved Indication2 For personal use only receptors in the sweat gland, The treatment of primary axillary hyperhidrosis (PAH) in b
Slide 8: The Botanix Fulfilment Platform offers frictionless access to Sofdra
The Botanix Fulfilment Platform offers an innovative approach with frictionless access to Sofdra® for dermatologists and patients For personal use only ü Seamless fulfilment Increase in reimbursed PRESCRIBER PATIENT PHARMACY WHOLESALER ü prescriptions CO-PAY DISCOUNT ü High refill adherence rates Co
Slide 9: Q1 FY2026: Strong Sofdra TRx Growth
Q1 FY2026: Strong Sofdra® TRx Growth Quarterly Commercial Highlights: For personal use only 20,418 • Total prescriptions shipped grew 50% vs Q4, driven by our fulfilment TRx platform and productive sales team $7.1m • Net sales increased 65% quarter over quarter Net Sales 23% • Gross to net yield con
Slide 10: Sofdra TRx shipments grew to 20,418 in Q1 FY26
Sofdra® TRx shipments grew to 20,418 in Q1 FY26 Growth in Volume of Total Prescriptions Shipped +50% For personal use only 20.4K +323% 13.6K 3.2K Q3 FY25 Q4 FY25 Q1 FY26 Note: Data sourced from SendRx and subject to reconciliation, which may retroactively adjust figures; discrepancies are minor and
Slide 11: Net revenue is accelerating while gross to net yield continues to improve
Net revenue is accelerating in step with prescription growth while gross to net yield continues to improve Sofdra® Net Sales Over Time GTN Yield Over Time For personal use only +65% $7.1m 23% 21% $4.3m 15% $0.7m Q3 FY25 Q4 FY25 Q1 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Net sales grew 65% from Quarterly averag
Slide 12: Q1 FY2026: Strong Financial Fundamentals
Q1 FY2026: Strong Financial Fundamentals Quarterly Financial Highlights: For personal use only $(13.1M) • Operating cash outflows decreased by $15.3m to $13.1m, driven by Operating Cash increased receipts from product sales alongside decreased operating Outflow and product manufacturing costs ~$29M
Slide 13: Significant overall reductions due to disciplined financial approach
Significant overall reductions due to disciplined financial approach Cash flows from operating activities 31-Dec-24 31-Mar-25 30-Jun-25 30-Sep-25 Receipt from Royalties 423 218 195 504 Receipts from product sales, net of fees 326 3,836 8,271 Payments for gross to net deductions from product sales (2
Slide 14: Our sales force has been highly productive, generating more TRx per rep
Our sales force has been highly productive, generating more TRx per rep than other recent dermatology launches TRx Per Sales Representative For personal use only 800 700 600 TRx Per Rep 500 400 300 200 100 0 Sofdra Qbrexza Zoryve Vtama Sales Representatives 27* 112 80 100 First Quarter of Launch Sec
Slide 15: Expanded high-productivity salesforce to meet Sofdra demand
Expanded high-productivity salesforce to meet Sofdra® demand Feb – Jun 2025 20 Oct 2025 For personal use only 27 Active Sales Professionals 50 Active Sales Professionals www.botanixpharma.com 15
Slide 16: Interest in Sofdra is high amongst dermatologists with presentations accepted
Interest in Sofdra® is high amongst dermatologists with presentations accepted at leading dermatology conferences Fall Clinical Dermatology Conference, Society of Dermatology Physician For personal use only Oct 2025 Associates, Nov 2025 Leading independent dermatology Leading CME event for dermatolo
Slide 17: Three key pillars will drive Botanix's near- and long-term value
Three key pillars will drive Botanix’s near- and long-term value For personal use only Strong Opportunity Solid Foundation Differentiated for Lead Asset, for Growth and Fulfilment Platform Sofdra® Profitability www.botanixpharma.com 17
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