Dimerix Limited · ASX:DXB
Dimerix — Oppenheimer 36th Annual Healthcare Life Sciences Conference (February 2026)
24 slides from Dimerix's conference presentation, Feb 26, 2026
Slide 1: Investor Presentation
Developing new therapies to treat inflammatory causes of kidney disease with unmet clinical needs Investor Presentation Oppenheimer 36th Annual Healthcare Life Sciences Conference New York: 26 February 2026 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. Although we believe that the expectations reflected in the forward looking statements are reasonable at this time, Dimerix can give no assurance that these expectations will
Slide 3: Overview: Phase 3 Global Opportunity
Overview Phase 3 Global Opportunity Phase 3 trial FSGS indication No approved Orphan drug 4 commercial up to $1.4 billion >$65 million recruitment is a rare disease treatments designations partners in total complete in that causes scarring specifically for regulatory, DMX-200 licensed development an
Slide 4: Cycle of damage in glomerular diseases
Cycle of damage : in glomerular diseases Existing blood pressure medication What is FSGS? Glomeruli exposed to stress from high blood pressure DMX-200 Focal = some 1 Segmental = sections High blood pressure causes hyperfiltration within filter units Glomerulo = of the kidney filtering units (glomeru
Slide 5: Measuring kidney damage – surrogate endpoints
Measuring kidney damage – surrogate endpoints 1. Proteinuria 2. Estimated glomerular filtration rate (eGFR) Treatments, such as DMX-200, aim to • A healthy kidney is a good filter and allows little to no protein bring the FSGS slope back up: into the urine2 • can add years to the life of the kidney
Slide 6: DMX-200 – inflammatory modulator
DMX-200 –inflammatory modulator A CCR2 inhibitor working synergistically alongside the current standard of care (AT1R blocker): G protein-coupled receptor (GPCR) Commercial manufacturing sites established in USA3 1. ASX release and investor presentation 29Jul20 and ASX release 11Mar24 BID: bis in di
Slide 7: DMX-200: unique pharmacology
DMX-200: unique pharmacology • CCR2 activation promotes recruitment of inflammatory 500 Proteinuria (mg/24hours) monocytes to the kidney 400 300 DMX-200 inhibits CCR21 200 Simultaneous inhibition of * CCR2 and AT1R reduces 100 proteinuria an important • Monocytes promote sclerosis and fibrosis of th
Slide 8: DMX-200: Phase 2 met primary and secondary endpoints
DMX-200: Phase 2 met primary and secondary endpoints Clinically encouraging outcomes achieved for patients,1,2 with no safety concerns noted3 Average reduction of 17% in proteinuria after 16 weeks treatment on DMX-200 versus placebo3 “Any reduction in proteinuria could yield years of preserved nativ
Slide 9: DMX-200 Phase 2 effect on inflammatory biomarker
DMX-200 Phase 2 effect on inflammatory biomarker1 Unlike other CCR2 antagonists investigated to date, treatment with DMX-200 reduces the urine concentration of the pro-inflammatory ligand of CCR2 called MCP-12 Average baseline MCP-1 versus Change in MCP-1 over time on average baseline proteinuria DM
Slide 10: Phase 3 clinical trial
European Renal Association Posters 2025 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 (n=≥286) Background Phase 3 Trial Timeline Open Label Extension Successful interim analysis1 Planned b
Slide 11: Adult patient recruitment by territory
Adult patient recruitment by territory Trial designed for potential Recruitment approval globally completed (adult population)1 331 Adult patients recruited, randomised and dosed (target ≥286)2 5 Paediatric patients recruited, randomised and dosed2 Latin America Asia Pacific US / Europe 1. ASX relea
Slide 12: PARASOL: proteinuria as an endpoint for full FDA approval
PARASOL: proteinuria as an endpoint for full FDA approval 1 2 PARASOL FSGS Working Group 2024 Biological Plausibility ➢ PARASOL was formed in Dec-23 to address the need to validate alternative ➢ The FDA has emphasised the need for programs wishing to use proteinuria surrogate endpoints for FSGS, and
Slide 13: Next steps
next steps PARASOL working group conducted “ACTION3-like” population analysis of larger PARASOL observation dataset1,2 • Results of this analysis are generally consistent with the broader PARASOL analysis conducted in 2024 • Potential relationship between proteinuria at 12 months and subsequent risk
Slide 14: Competitive landscape in FSGS
Competitive landscape in FSGS Low competition in inflammatory treatment options, large unmet medical need DMX-200 is the only inflammatory modulator in development Phase 1 Phase 2 Phase 3 Company DMX-200 Inflammatory modulator Sparsentan AT1R/ETAR dual antagonist – Failed Phase 3 eGFR endpoint: resu
Slide 15: Rare kidney disease – a potential growth market
Rare kidney disease – a potential growth market Biopsy 7 per 1,000,000 FSGS is the most DMX-200 frequent primary FSGS diagnosis driven by glomerular disease Commercial rates of biopsy - growth Global incidence rate of that reaches end-stage manufacturing sites potential as biopsy rates FSGS per capi
Slide 16: 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 1 2 3 4 ~AU$1.4 billion in total upfront and potential milestone fees plus royalties1 United States EU, CA, AU, NZ GCC, Iraq Japan AU$48 AU$10.8 AU$0
Slide 17: Intellectual property portfolio
Intellectual property portfolio DMX-200 Exclusivity Portfolio 3 7/10 years Exp.2042 Orphan exclusivity from (if granted) marketing approval date in many territories1 Portfolio 2 Formulation Portfolio 5 Global application3 + Exp.2042 Exp.2045/6 (if granted) Paediatric (if granted) exclusivity period
Slide 18: DMX-200 de-risked Phase 3 renal asset
DMX-200 de-risked Phase 3 renal asset ACTION3 primary endpoint: proteinuria has potential for stronger statistical power to resolve DMX-200 effect1 Proteinuria endpoint de-risked: passed blinded interim (futility) assessment (March 2024)2 Commercial validation: 4 commercial partner across key territ
Slide 19: Growth strategy
Growth strategy Deliver ACTION3 Phase 3 Expand global commercial Advance pipeline development clinical trial partnerships • Identify and progress new assets in • Ensure drug supply continuity and • Build on existing licensing agreements renal and/or rare disease indications patient visits for recrui
Slide 20: Corporate overview
Corporate overview S H A R E P R I C E Ticker Symbol ASX: DXB Cash Balance (Dec25) $38.5 million Market Capitalisation1 $276 million Share price1 $0.46 Total ordinary shares on issue1 600,396,776 Average Daily Liquidity by value for $0.7 million past 30 trading days2 S UBSTA N T IA L S H A R E H O L
Slide 21: Dimerix board
Dimerix board Previous experience: Previous experience: Previous experience: Previous experience: Previous experience: (2) (1) (Faulding)(1) • Senior pharmaceutical executive • Experienced in product • Extensive biotech drug • Experienced executive in • Experienced technology and with a demonstrated
Slide 22: Dimerix management
Dimerix management Previous experience: Previous experience: Previous experience: Previous experience: (1) • Experienced in product • Experienced finance and • 35 years international experience • Experienced pharmaceutical development, commercial strategy governance executive with in drug developmen
Slide 23: Medical Advisory Board
Medical Advisory Board Professor of Clinical Trials and Professor of Medicine & Mayer Professor of Renal An attending physician and Renal Physician and Head of Graduated from Haverford Assistant Professor in the Personalized Medicine: Molecular & Cellular Medicine: Department of Director of the Kidn
Slide 24: Well positioned to deliver against strategic plan
(ASX:DXB) 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 Dimerix commitment to
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