Basilea Pharmaceutica Ag · SIX:BSLN
Basilea Pharmaceutica — Investor Presentation (October 2026)
43 slides from Basilea Pharmaceutica's investor presentation, Oct 1, 2026
Slide 1: Shaping the Future of Infectious Diseases
Shaping the Future of Infectious Diseases “ Patients are at the heart of what we do” I N V E S T O R P R E S E N TAT I O N October 01, 2026
Slide 2: Introducing Basilea and the executive management team
Introducing Basilea and the executive management team − Founded in 2000 as a spin off from Roche − Profitable Swiss commercial- stage biopharmaceutical company DAVID VEITCH ADESH KAUL MARC ENGELHARDT GERRIT HAUCK LAURENZ − About 200 employees CEO CFO MD, PH.D CMO PH.D. CTO KELLENBERGER PH.D. CSO − 2
Slide 3: Our focus is on identifying and generating commercial opportunities in the anti-infectives area
Our focus is on identifying and generating commercial opportunities in the anti-infectives area Manifestations of severe infections − We are focused on developing treatments for severe bacterial Candida spp. Bloodstream, abdominal, and fungal diseases osteoarticular, cardiac, ocular, CNS, pulmonary
Slide 4: Our business model
Our business model Capital-efficient by design, asset-light where it matters In-license/acquire External pool of novel anti-infective Value-sharing financial structures with potential assets Cashflow assets limited upfront and development generating milestone payments e.g. fosmanogepix and ceftibute
Slide 5: Invasive fungal and severe bacterial infections are on the rise due to several factors
Invasive fungal and severe bacterial infections are on the rise due to several factors Growing population of Increasing resistance against currently immunocompromised individuals used antibiotics and antifungals (e.g. patients with chronic conditions) Agriculture: widespread use of Aging population
Slide 6: Innovative anti-infective pipeline
Innovative anti-infective pipeline Addressing urgent and evolving infection threats Assets Preclinical Phase 1 Phase 2 Phase 3 Market COMMERCIAL Cresemba® isavuconazole Invasive aspergillosis and mucormycosis (US, EU and several other countries)¹ Aspergillosis, (including invasive aspergillosis and
Slide 7: Capital efficiency through non-dilutive R&D funding
Capital efficiency through non-dilutive R&D funding in USD, rounding consistently applied by BARDA and CARB-X Non-dilutive funding has a long-term positive effect on committed value creation and risk mitigation: > 440 • Preserving shareholder value: million No equity component; no dilution to shareh
Slide 8: Commercial portfolio
Anti-infective pipeline Commercial portfolio Creating anti-infective opportunities 8
Slide 9: Cresemba — Differentiated by spectrum, safety and tolerability
Cresemba® — Differentiated by spectrum, safety and tolerability − Broad spectrum of activity against molds, including − Manageable drug-drug interaction profile emerging molds (Mucorales fungi) − Once daily maintenance dose, IV/oral treatment − Consistent plasma levels − ECIL-6 guideline: Cresemba r
Slide 10: Cresemba Global commercial partnership In-market sales
Cresemba® Global commercial partnership In-market sales 817 25% Marketed in USD 76countries July 2025 to June 2026 900 million Year-on-Year growth United States 800 Canada 700 Latin America 600 Europe 500 (excluding Nordics) Nordics 400 MENA 300 Region 200 Asia-Pacific and China 100 Japan MAT Q2/202
Slide 11: Cresemba – Global market leader in terms of value
Cresemba® – Global market leader in terms of value Rezafungin 1% USD 43 million Micafungin 6% USD 187 million Caspofungin 13% Anidulafungin Continued growth opportunity for the brand: USD 383 million 7% USD 207 million - Growth in the US until Q4 2027 - Growth in Europe until H2 2028 Posaconazole 14
Slide 12: Zevtera – Broad-spectrum hospital anti-MRSA cephalosporin
Zevtera® – Broad-spectrum hospital anti-MRSA cephalosporin − Single agent, first-line bactericidal therapy with proven efficacy in SAB, ABSSSI and CABP1, 2, 3 − Potential to replace antibiotic combinations − Strong activity against methicillin-susceptible and methicillin-resistant Staphylococcus aur
Slide 13: Zevtera US launch – Positioned for future success
Zevtera® US launch – Positioned for future success US market opportunity Launched in the US in July 2025 through commercial partner Innoviva Specialty Therapeutics Daptomycin sales by region (2015, before LOE) − Broad market access established: key GPO listings, J-code, Medicaid/340B and NTAP reimbu
Slide 14: Phase 3 programs
Anti-infective pipeline Phase 3 programs Creating anti-infective opportunities 14
Slide 15: Advancing our phase 3 programs toward approval
Advancing our phase 3 programs toward approval Ceftibuten-ledaborbactam: Phase 3 derisked through well-established study design Global phase 3 program Readout & in complicated urinary regulatory tract infections1 process Fosmanogepix: Phase 3 derisked through positive real-world data FAST-IC: Global
Slide 16: Fosmanogepix
Fosmanogepix First-in-class broad-spectrum antifungal − Novel mode of action leading to fungal cell death and reduced fungal pathogenicity − Developed for difficult-to-treat infections, including resistant fungi − Active against most clinically relevant molds and yeasts − Wide tissue distribution, i
Slide 17: Fosmanogepix – Potent broad-spectrum activity
Fosmanogepix – Potent broad-spectrum activity IV and Oral Oral Oral IV Fungal pathogens Candida spp.* Aspergillus spp.† Mucorales‡ Fusarium spp. Scedosporium spp. Lomentospora spp. Potent activity Cryptococcus spp. Variable activity Endemic molds§ No activity Other rare molds‖ Other rare yeasts¶ Unk
Slide 18: Supportive real-world evidence from a global expanded access program
Supportive real-world evidence from a global expanded access program − For patients with serious and/or life-threatening Global Expanded Access Program invasive fungal infections and no other available treatment option (NCT06433128) − Patients who progressed on standard-of- care treatment, developed
Slide 19: Ceftibuten-ledaborbactam
Ceftibuten-ledaborbactam Targeting resistant Gram-negative bacteria − Combines ceftibuten, an established beta-lactam (BL) antibiotic with ledaborbactam, a novel beta-lactamase inhibitor (BLI) restoring ceftibuten activity in resistant bacteria − Developed to provide an oral BL/BLI treatment option
Slide 20: Ceftibuten-ledaborbactam – Oral treatment for patients with complicated urinary tract infections
Ceftibuten-ledaborbactam – Oral treatment for patients with complicated urinary tract infections Commercial success of newer Basilea’s ceftibuten-ledaborbactam Gram-negative IV-only antibiotics: presents a significant commercial opportunity Avycaz (ceftazidime-avibactam) − An oral treatment option f
Slide 21: Early-stage programs
Anti-infective pipeline Early-stage programs Creating anti-infective opportunities 21
Slide 22: BAL2062 – For the treatment of invasive aspergillosis
BAL2062 – For the treatment of invasive aspergillosis − First-line IV treatment of invasive aspergillosis (incl. azole-resistant) with the potential to deliver superior efficacy vs. standard-of-care − Rapidly fungicidal with a new mode of action − Safe and well tolerated in a phase 1 study − No expe
Slide 23: BAL2420 (LptA inhibitor)
BAL2420 (LptA inhibitor) Next generation first-in-class antibacterial − Bactericidal with novel mode of action targeting the lipopolysaccharide transport protein A (LptA) of Gram-negative bacteria − Potential new treatment option for the most frequent Gram-negative pathogens causing infections (Ente
Slide 24: Financials & Outlook
Financials & Outlook Creating anti-infective opportunities 24
Slide 25: Strong financial results H1 2026 – Significant increase in revenue and profit
Strong financial results H1 2026 – Significant increase in revenue and profit in CHF million H1 2026 H1 2025 Cresemba and Zevtera related revenue 92.3 90.5 of which royalty income 57.8 52.1 of which milestone and upfront payments 4.7 6.9 Other revenue 26.7 13.5 Total revenue 119.0 104.0 Cost of prod
Slide 26: Strong cash flows while making significant R&D investments
Strong cash flows while making significant R&D investments Cash flows from operating activities (in CHF million) 74.4 62.1 23.1 17.9 19.0 14.2 7.1 2019 2020 2021 2022 2023 H1 2024 / H1 2025 / H1 2026 FY 2024 FY 2025 -32.0 -54.1 -63.8 Note: Consolidated figures in conformity with US GAAP; rounding ap
Slide 27: Strengthening the balance sheet through debt reduction
Strengthening the balance sheet through debt reduction CHF 150 million debt reduction between 2022-2026 (nominal value) in CHF million 250 200 49 Convertible bond matures 150 28th July 2027 75 100 221 172 21 5 Private loan 50 2022 convertible bonds 97 76 71 2027 convertible bonds 0 01.01.2022 01.01.
Slide 28: Updated FY 2026 financial guidance – Increase in total revenue driving 40% increase in operating profit
Updated FY 2026 financial guidance – Increase in total revenue driving 40% increase in operating profit FY 2026 FY 2026 FY 2025 in CHF million updated guidance previous guidance actuals Cresemba and Zevtera related ~210 ~200 194.4 revenue of which royalty income ~125 ~120 111.6 Total revenue ~ 15% i
Slide 29: Cresemba and Zevtera related revenue
Cresemba and Zevtera related revenue Revenue mix shifting towards higher margin revenues – increasing cash contribution in CHF million 200.0 ~50 57.8 50.8 150.0 ~35 37.9 32.0 40.4 32.7 100.0 33.5 24.7 29.9 29.9 ~125 111.6 3.9 3.9 50.0 96.7 78.9 65.0 57.8 57.8 0.0 2022 2023 2024 2025 H1 2026 H1 2026
Slide 30: Commercial portfolio outlook
Commercial portfolio outlook Targeting four commercial products by 2030 Ceftibuten-ledaborbactam Fosmanogepix Zevtera Cresemba 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Zevtera Fosmanogepix Ceftibuten- US launch targeted launch ledaborbactam targeted launch Creating anti-infective oppor
Slide 31: “Agenda 2030” – Delivery on track
“Agenda 2030” – Delivery on track Strong operational execution reinforces confidence in our financial targets Strong financial This allows position us to − CHF 160 million cash as of end-2025 − Bring phase 3 programs to market with the potential to double current in-market sales − Approx. CHF 600 mi
Slide 32: Investing in Basilea Pharmaceutica
Investing in Basilea Pharmaceutica 1 Profitable commercial-stage company with two marketed anti-infective products 2 Strong financial position with sustainable cash flows supporting continued growth Leading strategic position in an area of high unmet medical need, addressing 3 rising challenges in t
Slide 33: Disclaimer and forward-looking statements
Disclaimer and forward-looking statements This communication, including the accompanying oral presentation, contains certain forward-looking statements, including, without limitation, statements containing the words “believes”, “anticipates”, “expects”, “supposes”, “considers”, and words of similar
Slide 34: Capital Markets Day
Save the date Capital Markets Day October 28, 2026 Zurich, Switzerland Creating anti-infective opportunities 34
Slide 35: Peer Nils Schröder, PhD
Peer Nils Schröder, PhD Head of Corporate Communications & Investor Relations Basilea Pharmaceutica International Ltd, Allschwil Hegenheimermattweg 167b 4123 Allschwil | Switzerland Phone +41 61 606 1102 E-mail investor_relations@basilea.com
Slide 36: Glossary
Glossary − ABSSSI Acute bacterial skin and skin structure − HABP Hospital-acquired bacterial pneumonia infections − IV Intravenous − BARDA Biomedical Advanced Research and − LOE Loss of Exclusivity Development Authority − LPS Lipopolysaccharide − BL/BLI Beta-lactam/Beta-lactamase inhibitor − LptA Li
Slide 37: Shaping the Future of Infectious Diseases
Shaping the Future of Infectious Diseases Hegenheimermattweg 167b 4123 Allschwil Switzerland info@basilea.com www.basilea.com All rights reserved. © 2026 Basilea Pharmaceutica International Ltd, Allschwil Creating anti-infective opportunities 37
Slide 38: Appendix
Appendix Proprietary information of Basilea Pharmaceutica International Ltd, Allschwil – not for distribution
Slide 39: Commercially successful hospital antifungals have achieved peak sales of ~600-900 USD million
Commercially successful hospital antifungals have achieved peak sales of ~ 600-900 USD million Sales (USD million) Product 0 100 200 300 400 500 600 700 800 launch Vfend 2002 825 2010* − Sales of branded antifungals typically peak around the time of their loss of exclusivity (more than Noxafil 2005
Slide 40: Basilea’s revenues from Cresemba by geography
Basilea’s revenues from Cresemba by geography 65% generated outside of the US Geographic revenue distribution (2025) Cresemba generics timing: − US: Generics impact expected from Q4 2027 11% − Europe: Generics impact expected from H2 2028 35% 42% 12% US (Astellas) Japan (Asahi Kasei) Europe (Pfizer)
Slide 41: Global phase 3 study in invasive candidiasis
Global phase 3 study in invasive candidiasis A randomized, double-blind phase 3 study of fosmanogepix for the treatment of adult patients with invasive candidiasis including candidemia1 Optional IV to oral switch from day 6 onwards Fosmanogepix Fosmanogepix IV Oral Primary Endpoints ~450 adults FDA:
Slide 42: Global phase 3 study in invasive mold infections
Global phase 3 study in invasive mold infections A randomized, open-label phase 3 study of fosmanogepix for the treatment of adult patients with invasive mold infections1 Cohort A – primary therapy ~160 patients in 4 sub-cohorts Cohort B – salvage therapy ~60 patients 1. Aspergillus spp. 3. Lomentos
Slide 43: Complicated urinary tract infections: Resistant Enterobacterales pathogens drive opportunity
Complicated urinary tract infections: Resistant Enterobacterales pathogens drive opportunity − cUTIs are urinary tract infections extending beyond Pathogen distribution in cUTI3 the bladder, accompanied by local and systemic 2% symptoms 7% P. aeruginosa Candida spp. − cUTIs are among the most common
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