Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Canaccord Genuity 45th Annual Growth Conference (August 2025)
22 slides from Botanix Pharmaceuticals's conference presentation, Aug 12, 2025
Slide 1: Botanix presents at Canaccord Genuity Annual Growth Conference
12 August 2025 Botanix presents at Canaccord Genuity Annual Growth Conference Philadelphia and Phoenix US, 12 August 2025: Clinical dermatology company Botanix Pharmaceuticals Limited (ABN 70 009 109 755) (ASX:BOT, “Botanix” or “the Company”) is pleased to announce that their Chief Executive Officer
Slide 2: Cautionary Note on Forward-Looking Statements
forward-looking statements contained in this announcement are not indications, guarantees or predictions of future performance and involve known and unknown risks and uncertainties and other factors, many of which are beyond the control of Botanix, and may involve significant elements of subjective
Slide 3: Botanix Pharmaceuticals Corporate Presentation
For personal use only Botanix Pharmaceuticals Corporate Presentation Canaccord Genuity 45th Annual Growth Conference www.botanixpharma.com
Slide 4: 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 5: Corporate overview: Fast-growing dermatology pharmaceutical company
Corporate overview: Fast-growing dermatology pharmaceutical company with successful launch of lead product for hyperhidrosis For personal use only Experienced Dermatology Focused Innovative Platform Strong Capital Position Leadership Team Sofdra™ is the first $64.9M Fulfillment platform in cash and
Slide 6: Driven by Sofdra, Botanix is committed to delivering dermatology solutions
Driven by Sofdra™, Botanix is committed to delivering dermatology solutions to patients with high unmet need For personal use only Botanix acquired worldwide exclusive rights to Sofdra (sofpironium) topical gel, 12.45% sofpironium; patent protection through mid-2040 FDA-approved treatment for Primar
Slide 7: Botanix leadership has a rich history of successful launch execution
Botanix leadership has a rich history of successful launch execution in dermatology For personal use only >30 VINCE IPPOLITO HOWIE MCKIBBON CAREY HERBERT CHRIS LESOVITZ successful Executive Chairman Chief Legal & Compliance Officer Chief Financial Officer, U.S. dermatology Chief Executive Officer pr
Slide 8: Three key pillars drive Botanix's near- and long-term value
Three key pillars drive Botanix’s near- and long-term value For personal use only Strong Opportunity Clear Pathway to Differentiated for Lead Asset, Profitability and Fulfilment Platform Sofdra™ Future Growth www.botanixpharma.com 6
Slide 9: Hyperhidrosis is a medical condition characterized by excessive sweating
Hyperhidrosis is a medical condition characterized by excessive sweating Hyperhidrosis Poses Day-to-Day Hyperhidrosis patients have excessive Challenge for Patients1-4 For personal use only sweating beyond what is needed to maintain normal body temperature1 Frequently change clothes Place napkins or
Slide 10: Primary hyperhidrosis affects more patients than psoriasis
Primary hyperhidrosis affects 2 times more patients than 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 Patient
Slide 11: Sofdra provides a targeted solution for patients
Sofdra™ provides a targeted solution for patients Sofdra binds selectively to M3 FDA-Approved Indication2 receptors in the sweat gland, The treatment of primary axillary hyperhidrosis (PAH) in adults For personal use only and pediatric patients 9 years of age and older blocks acetylcholine to inhibi
Slide 12: Sofdra is well positioned as a first-line prescription treatment
Sofdra™ is well positioned as a first-line prescription treatment NEW CHEMICAL OLDER PRESCRIPTION INVASIVE ANTIPERSPIRANTS SURGERY ENTITIES PRODUCTS PROCEDURES For personal use only OTC ALUMINUM CHLORIDE BOTOX INJECTION CUTTING NERVES REFORMULATED ORAL DRUG INTO A SOLUTION CLINICAL STRENGTH HEAT ENE
Slide 13: In Sofdra phase clinical trials, co-primary endpoints were highly statistically significant
In Sofdra™ phase 3 clinical trials, co-primary endpoints were highly statistically significant ≥2-point improvement in HDSM-Ax-7 GSP change from baseline from baseline to Day 431 to Day 431 For personal use only Pooled Data (Cardigan 1 & 2) Pooled Data (Cardigan 1 & 2) Vehicle Sofdra 80% p<0.0001 (n
Slide 14: A pooled analysis of two 6-week trials of Sofdra
A pooled analysis of two 6-week trials of Sofdra™ in severe to very severe patients Pooled Data (Cardigan 1 and 2) For personal use only HDSM-Ax-7 reduction (≥1-point improvement) from baseline to end of treatment1 100% p=0.0002 80% 84.6% 60% 72.3% Almost 85% of Sofdra % Responders patients experien
Slide 15: In practice, Sofdra provides breakthrough relief for patients
In practice, Sofdra™ provides breakthrough relief for patients For personal use only My patient said this is the best treatment he’s ever used. In my opinion it’s a complete no-brainer. Free, little to no irritation, Nothing has worked for him. He considered his great efficacy, and little to no risk
Slide 16: The Botanix fulfilment platform removes the wholesaler, improving GTN yield
The Botanix fulfilment platform removes the wholesaler, improving GTN yield and expediting fulfilment GTN Traditional Botanix For personal use only Deductions Model Model Wholesale DSA 18% N/A Wholesale Prompt Pay 2% N/A PRESCRIBER PATIENT PHARMACY WHOLESALER Pharmacy Fee 0% ↑% CO-PAY Managed Care 3
Slide 17: Botanix fulfilment platform provides several additional differentiated benefits
Botanix fulfilment platform provides several additional differentiated benefits Platform Features Platform Benefits For personal use only Single pharmacy network Provides seamless fulfilment Increases number of reimbursed Dedicated PA support team prescriptions Personal customer follow up Drives adh
Slide 18: Sofdra total prescriptions (TRx) growing month over month
Sofdra™ total prescriptions (TRx) growing month over month 6,000 For personal use only 5,000 TRx Growth: Q2 2025 vs. Q1 2025 4,000 +323.5% TRx Filled 3,000 2,000 Consistent growth in TRx 1,000 driven by new patients and refill success 0 January February March April May June Source 1. SendRx www.bota
Slide 19: Undertaking sales force expansion due to high physician response
Undertaking sales force expansion due to high physician response # of Sales Professionals For personal use only Feb 2025 27 Oct 2025 50 www.botanixpharma.com 17
Slide 20: Sofdra GTN yield has improved every month since launch
Sofdra™ GTN yield has improved every month since launch with a target range of 30–40% For personal use only GTN Yield 25% GTN Yield: Month of June 2025 20% 15% 23% 10% Fulfilment platform continues to improve prior authorisation 5% approval rates and the number of fully reimbursed prescriptions 0% J
Slide 21: Botanix clear path to profitability
Botanix clear path to profitability Strong Balance Sheet: As of 30 June 2025, Botanix had $64.9M in cash and $15.3M For personal use only in undrawn debt* Operating Costs are Consistent and Stable: Inventory purchases are not anticipated in 1H FY2026 Rapidly Increasing Revenue: Revenue is projected
Slide 22: Botanix focus on sustained future value creation
Botanix focus on sustained future value creation Harvest Large Untapped 1 Market 2 Platform Expansion through Mergers and Acquisitions 3 Global Product Licensing For personal use only AXILLARY HYPERHIDROSIS PATIENTS ~10M PATIENTS SEEKING RX WITH DERM ~3.7M 1-5 v Opportunity to activate 6.3M v Platfo
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