Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Corporate Update (July 2025)
27 slides from Botanix Pharmaceuticals's corporate update, Jul 9, 2025
Slide 1: Botanix Sofdra Launch Update Presentation - Correction
9 July 2025 Botanix Sofdra™ Launch Update Presentation - Correction Philadelphia PA and Phoenix AZ, 9 July 2025: Clinical dermatology company, Botanix Pharmaceuticals Ltd (ASX: BOT, “Botanix” or “the Company”), refers to slide four of the Botanix Sofdra™ Launch Update Presentation released to ASX on
Slide 2: Cautionary Note on Forward-Looking Statements
Cautionary Note on Forward-Looking Statements Any statements in this press release about future expectations, plans and prospects for the Company, the Company’s strategy, future operations, and other statements containing the words “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “pla
Slide 3: Sofdra Important Safety Information & Indication
Sofdra™ Important Safety Information & Indication Indication Sofdra (sofpironium) topical gel, 12.45% is a prescription anticholinergic medicine used on the skin (topical) to treat excessive underarm sweating (primary axillary hyperhidrosis) in adults and children 9 years of age and older. IMPORTANT
Slide 4: Sofdra Launch Update Investor Webinar
For personal use only Sofdra Launch Update Investor Webinar July 8, 2025 www.botanixpharma.com
Slide 5: 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 6: Presentation Overview
Presentation Overview For personal use only Sofdra Demand Update • Gross Sales to Date • TRx Growth • Prescriber Base Growth Measuring Sofdra Profitability • Gross to Net Revenue • Benchmark Comparison Strategic Growth Initiatives • Sales Force Expansion • Consumer Marketing Activities • Medical Com
Slide 7: Sofdra Launch Update: strong demand and performance
Sofdra Launch Update: strong demand and performance For personal use only Gross to Net (GTN) in line Strategic investments Sofdra strong demand with recent successful aimed to further derm launches accelerate growth ❖ ~16,000 Rxs filled across ❖ Proportion of reimbursed claims has ❖ Field force expa
Slide 8: ~$25M AUD gross sales and increasing month over month
~$25M AUD gross sales and increasing month over month1 Monthly Sofdra Gross Sales (AUD)2 For personal use only $9,000K $8,348 $8,000K $6,902 $7,000K $6,000K $5,197 $5,000K $4,000K $3,157 $3,000K $2,000K $1,421 $1,000K $254 $0K January February March April May June 5 1. USD to AUD conversion average
Slide 9: Continued TRx growth month over month
Continued TRx growth month over month1 HIGHLIGHTS Monthly Sofdra TRx1 For personal use only 6,000 5,570 Over 16,000 Prescriptions 5,000 4,613 Filled Launch-to-Date1 4,000 3,464 Refill rate exceeding 3,000 industry average2 2,105 2,000 Continued growth of refills 948 reflects positive patient 1,000 1
Slide 10: Prescriber base continues to expand as Sofdra awareness increases
Prescriber base continues to expand as Sofdra awareness increases For personal use only Unique Sofdra Prescribers by Month† 2,500 2,316 2,300+ 2,002 2,000 1,635 1,500 1,075 1,000 500 540 Unique Prescribers 75 for Sofdra in June 0 January February March April May June 7 †Subject to monthly data wareh
Slide 11: Sofdra and the Botanix Fulfillment Platform driving steady refill patterns
Sofdra and the Botanix Fulfillment Platform are driving steady refill patterns as expected For personal use only From launch to date: 95% adherence rate amongst patients enrolled in ❖ Since launch, Sofdra adherence has continued to exceed industry auto-refill program1 benchmarks1,2 ❖ Patients starti
Slide 12: Measuring Sofdra Profitability & Performance Against Recent Successful Derm Launches
For personal use only Measuring Sofdra Profitability & Performance Against Recent Successful Derm Launches Gross to Net 9 www.botanixpharma.com
Slide 13: Gross to net is the measure of deductions that impact net revenue
Gross to net is the measure of deductions that impact a product’s net revenue Gross-to-Net Deductions include: Gross-to-Net Model For personal use only Wholesale Acquisition Cost % of WAC ❖ Wholesale DSA (Distribution Services Agreement): deductions required by wholesalers for distribution services
Slide 14: Sofdra overall GTN depends on reimbursement status of shipped units
Sofdra overall GTN depends on reimbursement status of shipped units As part of an early patient acquisition and adoption strategy, Sofdra launched with a $0 / $0 copay program, in which every patient prescribed Sofdra was shipped a unit for a $0 copay irrespective of reimbursement status For persona
Slide 15: Sofdra's GTN indicators are tracking positively to date
Sofdra’s GTN indicators are tracking positively to date Fully reimbursed claims have increased ~50%, while high-deductible claims have decreased ~75% For personal use only 100.0% Non-Reimbursed 90.0% 23.1% 22.3% 21.8% 29.0% 24.1% 24.1% PA Pending 80.0% High Deductible 70.0% Fully Reimbursed 10.7% 24
Slide 16: Sofdra performance compares favorably with ZORYVE dermatology launch
Sofdra performance compares favorably with successful dermatology launch of ZORYVE® For personal use only Arcutis® Biotherapeutics / ZORYVE® Botanix / Sofdra Market Cap: US$1.6B1 Market Cap: ~US$440M1 Early launch: Early launch: • ~80 sales reps2 • 27 sales reps • ~139 TRx per rep in second quarter
Slide 17: ZORYVE generated GTN yield of 20% in second quarter of high deductible season
ZORYVE® generated GTN yield of 20% in the second quarter of their first high deductible reset season ZORYVE Calculated GTN Yield Since Launch1 For personal use only 50% 45% 46% 40% 41% 35% 36% 37% 33% 33% 34% 34% 30% High-deductible dip 28% 25% 20% 20% 15% 16% 10% Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3
Slide 18: Sofdra Gross-to-Net yield is already 23% and improving
Sofdra Gross-to-Net yield is already 23% and improving exiting high-deductible season TRx and Gross-to-Net Yield to Date: All Units For personal use only 6,000 50% 45% 5,000 40% Gross-to-Net Yield 35% 4,000 TRx Filled 30% 3,000 23% 25% 21% 18% 20% 16% 2,000 14% 13% 15% 10% 1,000 5% 0 0% January Febr
Slide 19: Sofdra GTN tracking with successful US dermatology companies, targeting 30%-40%
Sofdra GTN is tracking with successful US dermatology companies, and targeting 30%–40%1 For personal use only Continued Reimbursement Increased approval of Refills Increase at Higher Exiting Deductible Reset Rate Improvement Pending Prior Rate of Reimbursement Season Drives Higher GTN Authorizations
Slide 20: Strategic Investments Continue to Drive Growth
For personal use only Strategic Investments Continue to Drive Growth 17 www.botanixpharma.com
Slide 21: Botanix Initial Regional Alignment – Q3 FY2025
Botanix Initial Regional Alignment – Q3 FY2025 Regions Territories For personal use only Northeast Teal 9 South Purple 9 West Orange 9 Nation 27 Source: AlignMix, ZTT as of 30 March 2025 www.botanixpharma.com
Slide 22: Botanix Regional Alignment – Q1 FY2026 Expansion
Botanix Regional Alignment – Q1 FY2026 Expansion Regions Territories For personal use only Northeast Teal 11 South Purple 11 West Orange 11 Nation 33 Source: AlignMix, ZTT as of 2 May 2025 www.botanixpharma.com
Slide 23: Botanix Regional Alignment – Q2 FY2026 Expansion
Botanix Regional Alignment – Q2 FY2026 Expansion Regions Territories For personal use only Northeast Teal 12 South Purple 10 Midwest Yellow 10 Central Blue 9 West Orange 9 Nation 50 Source: AlignMix, ZTT as of 30 June 2025 www.botanixpharma.com
Slide 24: Driving HCP adoption through comprehensive engagement
Driving HCP adoption through comprehensive engagement around a compelling clinical story In-Office Sales In-Office Patient Speaker Programs Special Events Digital Media Materials Materials For personal use only Enable sales professionals to Posters, easel cards, and in- Peer influence, scientific ri
Slide 25: Continuation of medical education with publication of Sofdra phase 3 data in JAAD
Draft – for internal use only Continuation of medical education with recent publication of Sofdra phase 3 data in JAAD1 For personal use only 22 1. Journal of the American Academy of Dermatology, vol 93, July 2025 www.botanixpharma.com
Slide 26: Sofdra remains poised for continued growth
Sofdra remains poised for continued growth For personal use only Gross to Net (GTN) in line Strategic investments Sofdra strong demand with recent successful aimed to further derm launches accelerate growth ❖ Over 16,000 Rxs filled across 6,700 ❖ Proportion of reimbursed claims has ❖ Field force exp
Slide 27: Sofdra Launch Update Investor Webinar
For personal use only Sofdra Launch Update Investor Webinar July 8, 2025 www.botanixpharma.com
Botanix Pharmaceuticals — Corporate Update (July 2025) on 6ix