Nicox Sa · EURONEXT:ALCOX
Nicox Sa — Investor Presentation (May 2024)
23 slides from Nicox Sa's investor presentation, May 1, 2024
Slide 1: Nicox Corporate Presentation
Nicox Corporate Presentation An international ophthalmology company developing innovative solutions to help maintain vision and improve ocular health May 1, 2024
Slide 2: Forward-Looking statements
Forward-Looking statements This document has been prepared by Nicox SA and may not be reproduced or distributed, in whole or in part. The information contained in this document has not been independently verified and no representation, warranty or undertaking, expressed or implied, is made as to, an
Slide 3: Nicox is focused on the value inflection points expected for 2024-2025
Nicox is focused on the value inflection points expected for 2024-2025 ¥ Appointment of Gavin Spencer as Chief Executive Officer Recent Highlights v¥ Anew validation of NCX 470 though Kowa partnership Vv Restructuring of debt agreements with BlackRock ¥ Streamlining costs to concentrate on NCX 470 c
Slide 4: Consistently delivering innovations in ophthalmology
Consistently delivering innovations in ophthalmology ... stage Phase 3 development al partnerships with r 1 ophthalmology players ep ophthalmology experience >» A potentially differentiated profile targeting ~$6bn worldwide glaucoma market Positive results from the first Phase 3 trial’, Mont Blanc,
Slide 5: Highlights
le ral a x ) g 4 Highlights Important achievements in 2023 position the company for several positive milestones in 2024 and 2025 NCX 470 ZERVIATE Corporate V_ Phase 3 Denali trial on track (over V Transfer of U.S. rights to Harrow V_ Net revenue from licensing income 80% randomized and full one-year
Slide 6: An innovative portfolio led by NCX 470
An innovative portfo Lio Led by NCX 470, a derisked product candidate with global potential Stages of Development 3 Product Candidates Preclinical Phase 1 Phase 2 Phase 3 NDA Marketed = Expected Milestones Denali topline results in H2 2025 NCX 470 | NO-donating bimatoprost eye drops Whistler Phase 3
Slide 7: Glaucoma: a worldwide ophthalmic condition with unmet medical needs
Glaucoma: a worldwide ophthalmic condition with unmet medical needs Elevated IOP* contributes to irreversible optic nerve damage, Leading to progressive vision Loss normal aqueous humor outflow \ vitreous: anterior chamber ens —+ optic nerve head posterior chamber healthy eye chamber damage to the o
Slide 8: Unmet medical needs for Glaucoma treatment
Unmet medical needs for Glaucoma treatment ¥ 40% of patients do not achieve their target IOP on existing monotherapies' V Tolerability issues with some medications lead to discontinuations, Despite having well established first-line therapies, including the standard-of-care, latanoprost, patients do
Slide 9: NCX 470 acts through a dual mechanism for IOP lowering
NCX 470 acts through a dual mechanism’ for IOP lowering Non-clinical optic nerve/retinal damage models also demonstrate potentially beneficial retinal effects? Two pathways for Primary or conventional aqueous humor outflow outflow normally we Stimulated by accounts for ~60% to énitrooyjnexancieacia
Slide 10: Positive NCX 470 Mont Blanc topline results
Positive NCX 470 Mont Blanc topline results’? Phase 3 clinical program intended to support planned U.S. & China NDA submissions Designed to demonstrate safety and efficacy of NCX 470 0.1% vs. Latanoprost 0.005%, defined by IOP reduction from time-matched baseline at pre-established time points lence
Slide 11: This schematic reflects the dosage arms which continued in the trial and do not
1. This schematic reflects the dosage arms which continued in the trial and do not include the NCX 470 0.065% dose which was only in the adaptive design portion of the trial
Slide 12: Landmark EMGT study: each mmHg of decreased IOP lowers risk
As published in the landmark EMGT study “…each mmHg of decreased IOP was related to an approximately 10% lowering [of risk of vision loss progression]”1 1. This data reflects the dosage arms which continued in the trial and do not include the NCX 470 0.065% dose which was only in the adaptive design
Slide 13: NCX 470 0.1% vs Latanoprost 0.005%
NCX 470 0.1%: N = 328 Latanoprost 0.005%: N = 333 • Denotes statistically significant differences vs latanoprost (p<0.049) • Fechtner et al., AJO, published, 2024 - https://doi.org/10.1016/j.ajo.2024.03.002
Slide 14: * Denotes statistically significant differences vs latanoprost (p<0.049)
• * * * * • • * Denotes statistically significant differences vs latanoprost (p<0.049)
Slide 15: NCX 470 was well tolerated
• • • • ≤ • • NCX 470 was well • • • 1. This data reflects the dosage arms which continued in the trial and do not include the NCX 470 0.065% dose which was only in the adaptive design portion of the trial.
Slide 16: NCX 470 - Presentations at key ophthalmology conferences
NCX 470 - Presentations at key ophthalmology conferences OM ERAN + Poster 1: Intraocular Pressure Reduction with NCX 470 versus Latanoprost Across the Spectrum of Baseline Intraocular SOCIETY Pressures + Poster 2: Intraocular Pressure Reduction with NCX 470 versus Latanoprost In Previously Treated V
Slide 17: U.S. glaucoma clinical advisory board with leading experts
U.S. glaucoma clinical advisory board with leading experts DR. ROBERT D. FECHTNER, MD, CHAIRMAN Professor and Chair of the Department of Ophthalmology at SUNY Upstate Medical University, Syracuse, NY DR. SANJAY G. ASRANI, MD Professor of Ophthalmology at Duke University in Durham, North Carolina, an
Slide 18: Value proposition of NCX 470
< fe} S 2 Value proposition of NCX 470 Novel molecule with competitive positive impact on lowering intraocular pressure (IOP), the leading cause of glaucoma Positive pivotal Phase 3 topline results from the Mont Blanc trial':23 First non-combination product to demonstrate statistical non-inferiority
Slide 19: NCX 470, VYZULTA, ZERVIATE
NCX 470 ✔ ✔ VYZULTA ✔ ZERVIATE ✔
Slide 20: A refocused global leadership team
A refocused global leadership team Gavin Spencer Sandrine Gestin Doug Hubatsch Chief Executive Officer VP, Finance EVP, Chief Scientific Officer tb NOVARTIS tb NOVARTIS t+) soors nmin Alcon INTERNATIONAL Jean-Francois Labbe Michele Garufi Les Kaplan ; Gavin Spencer : Chairman of the Board Director D
Slide 21: Financial highlights
Financial highlights Cash balance expected to support current operations through November 2024 Financial Position and Ownership of the Nicox Group! Cash, Cash Equivalents as at 31 March 2024 €9.1 million Long term debt? as at 31 March 2024 €20.6 million Cash runway? November 2024 Outstanding Shares*
Slide 22: Investment highlights
Investment highlights proven track record in clinical development and business develo * Two product approvals in the U.S., one pending in China * Business development deals in the U.S., Japan, China, and globally with Tier 1 companies vy NCX 470, a derisked, late-stage development program * Positive
Slide 23: Nicox S.A.
B Nicox S.A. Sundesk Sophia Antipolis Emerald Square Batiment C rue Evariste Galois, 06410 Biot, France T: +33 (0)4 97 24 53 00 nicox visible science COMMUN ications@ nicox.com WWww.nicox.com, (@