Noxopharm Ltd. · ASX:NOX
Noxopharm — Shareholder Meeting (November 2025)
33 slides from Noxopharm's shareholder meeting presentation, Nov 18, 2025
Slide 1: Noxopharm 2025 AGM Corporate Presentation
Noxopharm 2025 AGM Corporate Presentation Sydney, 18 November 2025: Innovative biotech company Noxopharm Limited (ASX:NOX) is pleased to release its 2025 AGM Corporate Presentation. Highlights: • HERACLES clinical trial progress • Numerous diseases linked to inflammation • Market opportunities and c
Slide 2: Forward Looking Statements
or “would” or the negative of such terms or other similar expressions. Forward-looking statements are based on estimates, projections and assumptions made by Noxopharm about circumstances and events that have not yet taken place. Although Noxopharm believes the forward-looking statements to be reaso
Slide 3: Noxopharm Limited – Delivering Science. Transforming Lives. AGM 2025
NOXOPHARM LIMITED Delivering Science. Transforming Lives. AGM 2025 NOXOPHARM (ASX:NOX) DELIVERING SCIENCE. TRANSFORMING LIVES.
Slide 4: Disclaimer
Disclaimer This presentation has been prepared by Noxopharm Limited (NOX or the Company). It should not be considered as an offer or invitation to subscribe for, or purchase any shares in NOX, or as an inducement to purchase any shares in NOX. No agreement to subscribe for securities in NOX will be
Slide 5: Noxopharm – Dr Gisela Mautner, CEO & MD, November 2025
Noxopharm Dr Gisela Mautner, CEO & MD AGM Presentation 18 November 2025
Slide 6: A Milestone Year for Noxopharm
A Milestone Year for Noxopharm • HERACLES clinical trial started: • Positive safety results for Part 1 • Part 2 now underway • Growing external interest in Sofra platform: • Two MTA partners named with first results • More MTAs signed • Victorian ministerial visit • Multiple high-potential assets /
Slide 7: The Noxopharm Business Model
The Noxopharm Business Model Proprietary and in-licensed drugs are advanced through Out-licensing drug development, with a Upfront payment Milestones view to out-licensing them Royalties at key value inflection points. Clinical Pre-Clinical Out-licensing Upfront payment Milestones Own & Royalties In
Slide 8: Financial Summary (ASX:NOX)
Financial Summary (ASX:NOX) Extension of convertible notes announced September 2025 providing cash runway into mid- 2026. Capital Structure* Cash Position** Share price $0.092 Current Cash Holdings $935K Shares on issue 292M Expected R&D rebate for 2024/25 $2.8M Market Capitalisation $26.9M Net capi
Slide 9: Sofra
Sofra A breakthrough discovery 7
Slide 10: Inflammation – a Global Killer
Inflammation – a Global Killer • Inflammation is central to many diseases. • It causes untold harm to millions of people. • Inflammatory diseases include autoimmune diseases such as rheumatoid arthritis, lupus and inflammatory bowel disease. • Autoimmune diseases are on the rise. • Inflammation also
Slide 11: A Breakthrough Discovery
A Breakthrough Discovery • Noxopharm has a strategic partnership with Hudson Institute of Medical Research, a leading Australian medical research organisation. • The collaboration is founded on a discovery made by Hudson’s Associate Professor Michael Gantier, an expert in nucleic acids biology, and
Slide 12: Neurodegenerative Diseases
Neurodegenerative Diseases TLRS RIG-I Sofra drug candidates treat inflammatory diseases at the root by blocking overactivated immune sensors.
Slide 13: Sofra Technology Platform
Sofra Technology Platform • Sofra is based upon short nucleic acid sequences, the building blocks of DNA or RNA, known as oligonucleotides (short oligos). • These oligos, which we have modified to act on specific immune sensors in a novel way, reduce inflammation at its source. • They have a wide va
Slide 14: SOF-SKN
SOF-SKN A new way of treating autoimmune skin diseases 12
Slide 15: SOF-SKN – A Novel Drug Candidate for Lupus
SOF-SKN – A Novel Drug Candidate for Lupus • Skin diseases are distressing to patients, especially when they visibly affect the face and limbs. • Cutaneous lupus is a disease with high unmet need. • Current treatments are inadequate – corticosteroids are commonly used but can have severe side effect
Slide 16: SOF-SKN Mechanism of Action
SOF-SKN Mechanism of Action 14
Slide 17: SOF-SKN Reduces Skin Inflammation – in vivo
SOF-SKN Reduces Skin Inflammation – in vivo A well-established model of TLR7-driven skin inflammation was used in applying Aldara® cream containing 5% imiquimod (a TLR7 agonist) topically to the back and ear of mice. SOF-SKN was also applied to the same areas. Mice were scored daily for the appearan
Slide 18: HERACLES Clinical Trial
HERACLES Clinical Trial • First-in-human trial for SOF-SKN is now taking place. • It aims to provide initial safety and pharmacokinetic data from healthy volunteers. • HERACLES stands for ‘Harnessing Endogenous Regulators Against CLE Study’. • It is being conducted in Australia to capitalise on loca
Slide 19: Clinical Trials Process
Clinical Trials Process Ongoing Phase II enabling work and HERACLES trial drug manufacture required 17
Slide 20: Total Addressable Market & Competitor Landscape
Total Addressable Market & Competitor Landscape Indication Total Addressable Market Competition (US$ Billion) Cutaneous lupus • $3.38 (2024) Only 2 drugs approved for only 1 subset of erythematosus (CLE) • $10.53 (2033) CLE: • CAGR 13.46% 1. Kenalog-10 (corticosteroid) 2. Plaquenil (antimalarial) Fo
Slide 21: Why TLR7/8 Inhibition?
Why TLR7/8 Inhibition? • Drugs that directly target innate immune sensors are a relatively recent development resulting from extensive scientific progress. • Innate immune sensors are part of the body’s first line of defence and initiate the immune response by triggering a cascade of complex immune
Slide 22: Major Companies Exploring TLR7/8 Antagonism
Major Companies Exploring TLR7/8 Antagonism – An Attractive and Validated Target Several major companies see TLR 7/8 antagonism as an attractive market opportunity for systemic (SLE) and cutaneous (CLE) lupus. Route of Modality Company Compound* Target Stage Indication Administration SLE/CLE Small C
Slide 23: SOF-SKN Advantages
SOF-SKN Advantages • Fast relief – SOF-SKN is directly applied to the skin lesions where the immune cells that express TLR7/8 immune sensors are overactivated. • It therefore reaches the source of the inflammation directly without having to pass through the stomach or circulatory system. • Patient c
Slide 24: Global Autoimmune Disease Therapeutics Market
Global Autoimmune Disease Therapeutics Market Global Autoimmune Disease Therapeutics Market Value Share Market Overview By Indications (2024) By Treatment (2024) • Global autoimmune disease therapeutics 4.0% 2.4% 0.1% market size – US$ 163.2 billion (2024): • CAGR of 3% (2024–2034). 7.4% 6.0% 31.6%
Slide 25: Ministerial Visit to Hudson Institute
Ministerial Visit to Hudson Institute Victorian Minister for Finance, Economic Growth and Jobs Danny Pearson holding a tube of SOF-SKN. 23
Slide 26: SOF-VAC
SOF-VAC An asset portfolio attracting commercial interest 24
Slide 27: SOF-VAC Reduces Inflammation
SOF-VAC Reduces Inflammation • In an animal study, inflammation was reduced by around 50% when comparing the inflammation induced by mRNA alone to mRNA plus SOF-VAC. • This is an important finding, as many side effects of mRNA vaccines are due to inflammation. • Since mRNA expression is directly cor
Slide 28: SOF-VAC Commercialisation
SOF-VAC Commercialisation • Noxopharm has developed an extensive portfolio of assets under the SOF-VAC program. • These include an array of oligos targeting various nucleic acid (RNA / DNA) inflammation sensors such as TLR7, TLR8, RIG-I and cGAS. • The program is also being extended to modulate othe
Slide 29: Potential Partners – Signed MTAs
Potential Partners – Signed MTAs • Several Material Transfer Agreements (MTAs) signed over the past year. • An MTA governs the transfer of materials between two parties, defining the terms of the arrangements, materials being shared and type of experiments performed. • BioRay and Tezcat MTAs previou
Slide 30: Cancer Opportunity
Cancer Opportunity • Inflammation – or rather the absence of it – plays a recognised role in cancer. • Noxopharm has developed drug candidates that can help stimulate the immune system as it battles cancer. • Sofra could therefore attract interest in the sizeable global immuno-oncology market, which
Slide 31: First US Sofra Patent Granted
First US Sofra Patent Granted 29
Slide 32: Catalysts – Increasing Value with every Step
Catalysts – Increasing Value with every Step Near term - 2H25 - 1H26 • HERACLES Part 1 results – single dose in humans • HERACLES Part 2 results – multiple doses in humans • Regulatory required human SOF-SKN data for next trial • New MTAs and follow-on MTAs (first step for potential commercial deal)
Slide 33: Noxopharm Questions
Noxopharm Questions