Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — Jefferies Global Healthcare Conference 2026
25 slides from Mayne Pharma's conference presentation, Jun 4, 2026
Slide 1: ASX Announcement: Mayne Pharma Jefferies Global Healthcare Conference Presentation
ASX Announcement MAYNE PHARMA JEFFERIES GLOBAL HEALTHCARE CONFERENCE PRESENTATION 4 June 2026, Adelaide, Australia: Mayne Pharma Group Limited (Mayne Pharma or the Company)(ASX: MYX), today provides an investor presentation, to be given by the Company’s CEO Mr Aaron Gray to the Jefferies Global Heal
Slide 2: Jefferies Global Healthcare Conference Presentation – New York
For personal use only Mayne Pharma Group Limited Jefferies Global Healthcare Conference Presentation – New York Aaron Gray CEO 4 June 2026 (EDT)
Slide 3: Disclaimer
Disclaimer The information provided is general in nature and is in summary form only. It is not complete and should be read in conjunction with the company’s audited Financial Statements and market For personal use only disclosures. This material is not intended to be relied upon as advice to invest
Slide 4: Snapshot
Snapshot Corporate Summary1,2,3 • Mayne Pharma is an ASX-listed specialty pharmaceutical company focused on commercialising novel pharmaceuticals, offering patients better, safe and more For personal use only accessible medicines in Dermatology and Women’s Health Share price (ASX:MYX) A$2.33 / US$1.
Slide 5: Mayne Pharma in 2026
Mayne Pharma in 2026 Branded Product Sales Now Represent a Significant Proportion (%) of Mayne Pharma’s Net Sales, Driving Margin Expansion For personal use only FY24 FY25 1H FY26 32% 68% 21% 79% 16% 84% 68% Branded │ 32% Generic 79% Branded │ 21% Generic 84% Branded │ 16% Generic 56% Gross Margin 6
Slide 6: Global Sales & Headcount
Global Sales & Headcount Global footprint FY25 Revenue by Region Headcount by Country1 For personal use only United States Australia & NZ, A$42m, 10% 223 Lexington, KY | Raleigh, NC employees Canada, A$20m, 5% Europe, A$4m, 1% Australia Asia, A$3m, 1% 244 Salisbury, South Australia United States, em
Slide 7: FY25 Financial Highlights
FY25 Financial Highlights1 Revenue growth and targeted operating expenditure delivered 105% increase in underlying EBITDA versus the pcp For personal use only A$408.1m 60.6% A$47m Revenue Gross margin Underlying EBITDA2 up 5% FY24 up from 56.3% FY24 up 105% from A$22.9m FY24 A$109.7m A$45.4m A$100.4
Slide 8: FY25 Snapshot - Segments
FY25 Snapshot - Segments For personal use only FY25 Revenue Contribution FY25 Segment Contribution FY25 Total Direct Contribution (A$m, % of total) (A$m, % of total) A$7.4, 7% A$75.6, 18% A$178.4, 44% A$40.2, 37% A$109.7m A$154.1, 38% A$62.0, 56% 76% on pcp Women’s Health Dermatology International
Slide 9: Mayne Pharma Disintermediation
Mayne Pharma Disintermediation Timeline Disintermediation: Involves removing the intermediaries (wholesalers or others) between the manufacturer For personal use only (Mayne Pharma) and the patient DistributeRx is Mayne Pharma's direct-to-patient distribution platform with Adelaide Apothecary servin
Slide 10: The US Pharmacy Distribution and Reimbursement System
The US Pharmacy Distribution and Reimbursement System for Patient-Administered, Outpatient Brand-Name Drugs Services agreement Formulary agreement Wholesaler payment Services contract For personal use only for product GPO Third-party payer/ The Problem Manufacturer Rebates (DIR) Health Plan & Fees •
Slide 11: Market Pressures In Action: Understanding The Roadblocks
Market Pressures In Action: Understanding The Roadblocks The complexity of the US pharmacy distribution system creates barriers that impact manufacturers, pharmacies, and patients For personal use only Unfilled Prescriptions Lost Profit Margin Formulary Exclusions High copays and complex prior autho
Slide 12: Mayne Pharma Model to Support Efficiency & Profitability
Mayne Pharma Model to Support Efficiency & Profitability For personal use only The Solution Manufacturers The Mayne Pharma approach is simple, efficient, and direct: • Simple — Fewer intermediaries mean clearer pricing for clinicians and more consistent access to therapy for patients. Pharmacy • Eff
Slide 13: Disintermediation – What are the benefits?
Disintermediation – What are the benefits? For personal use only Manufacturer Benefits Patient Benefits For example: Inventory – tighter controls and lower returns Transparent and predictable costs Greater certainty on co-pay arrangements Stronger negotiating position with spec pharmacy v wholesale
Slide 14: Prescription Access Made Simple
PRESCRIPTION ACCESS MADE SIMPLE For personal use only DistributeRx partners with manufacturers, providers, and pharmacies to improve patient access and offer predictable prices • Currently, 31 Mayne Pharma + 178 non-Mayne Pharma dermatology products offered • All Mayne Pharma Dermatology sales reps
Slide 15: DistributeRx Launch Metrics for Initial Month of March 2026
DistributeRx Launch Metrics for Initial Month of March 2026 • Initial DistributeRx launch exceeded expectations, delivery very strong growth in March versus forecast, prior month and pcp For personal use only • Strong demand profile: May 2026 announced major expansion of Adelaide Apothecary (MYX cas
Slide 16: DistributeRx Solution Versus Competitive Set
DistributeRx Solution Versus Competitive Set NATIONAL HUBS For personal use only AMAZON MARK CUBAN INDEPENDENT FEATURE DISTRIBUTERx (BLINKRx, PHARMACY COST + DRUGS PHARMACIES PHILRx) Prescription Fulfillment Home Delivery LIMITED Prior Authorization Support PARTIAL PARTIAL Wholly Owned Cash Pharmacy
Slide 17: 3Q FY26 Financial Results
3Q FY26 Financial Results1 3Q FY26 delivered resilient earnings, with margin discipline underpinning performance For personal use only A$85.2m 63% -A$1.4m Revenue Gross margin Underlying EBITDA2 up 1% from 3Q FY25 up from 59% 3Q FY25 up 57% from 3Q FY25 A$17.9m A$28.3m A$86.7m Total direct segment A
Slide 18: FY26 Highlights Year to Date
FY26 Highlights Year to Date Women’s Health Dermatology International For personal use only • Strong portfolio momentum with sustained demand • Channel disintermediation at scale: >70% of Mayne • NEXTSTELLIS® PBS approval in Australia driving strong and share gains; NEXTSTELLIS®, BIJUVA® and Pharma
Slide 19: Future Growth Drivers
Future Growth Drivers Women’s Health Dermatology International For personal use only • Drive Market Penetration – increase low single digit • Scale disintermediation – specialty pharmacy • Salisbury capacity – post-upgrade enabling higher market share + solid market growth ecosystem to reduce fricti
Slide 20: Recent M&A Activity in Women's Health & Dermatology
Recent M&A Activity in Women’s Health & Dermatology For personal use only Women’s Health Dermatology US$11.75B Sun Pharma → Organon Up to US$1.2B Organon → Dermavant Apr 2026 | Largest pharma deal of 2026. Creates top-3 global women’s health player with 70+ Oct 2024 | Adds VTAMA (tapinarof) for plaq
Slide 21: FY26 outlook
FY26 outlook For personal use only Mayne Pharma's strategic priorities are focused on driving sustainable growth across its Women's Health and Dermatology segments through dedicated commercial investment, refreshed marketing, and the continued build-out of the DistributeRx ecosystem, while actively
Slide 22: For further information contact
For personal use only For further information contact: Dr Tom Duthy Investor Relations +61 402 493 727 ir@maynepharma.com To register for an email alert service to receive Mayne Pharma announcements released to the Australian Securities Exchange (ASX) please visit https://www.maynepharma.com/investo
Slide 23: Appendix
For personal use only Appendix
Slide 24: Earn-Out and Deferred Consideration Liabilities - Update
Earn-Out and Deferred Consideration Liabilities - Update Royalties Milestones For personal use only TXMD: US$100m in net revenue (US$5m milestone payment) 8% Net Sales on all TXMD Licensed Products TXMD: US$200m in net revenue (US$10m milestone payment) (ANNOVERA®, IMVEXXY®, BIJUVA®) TXMD: US$300m i
Slide 25: Orange Book Listed Patents – Major Branded
Orange Book Listed Patents – Major Branded Last Patent Expiry Women’s Health Last Patent Expiry Dermatology For personal use only 2030 2032 2034 2034* 2035** 2039 2039 2041 2043 2041 Source: Orange Book: Approved Drug Products with Therapeutic Equivalence Evaluations. * Paragraph IV challenges for I
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