Immuron Limited · ASX:IMC
Immuron — Investor Presentation (July 2026)
14 slides from Immuron's investor presentation, Jul 20, 2026
Slide 1: Investor Presentation
20 July 2026 Steven Lydeamore Chief Executive Officer Investor Presentation NASDAQ: IMRN ASX: IMC
Slide 2: Safe Harbor Statement
Certain statements made in this presentation are forward-looking statements and are based on Immuron’s current expectations, estimates and projections. Words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “guidance” and similar expressions are intended to ide
Slide 3: Immuron Ltd company overview, products and technology platform
Immuron Ltd is an Australian integrated biopharmaceutical company with global scale, focused on developing, and commercialising, oral products for the treatment of gut mediated diseases Research & Development 2 pipeline assets to be partnered for development and commercialization Global footprint Au
Slide 4: FY26 Sales Results Executive Summary
4 FY26 Global Sales Revenue of A$7.7 million up 6% on prior year FY26 Australian Sales of A$5.8 million, up 10% FY26 U.S. Sales of A$1.8 million, up 7%; up 13% in USD FY26 Canada Sales of A$0.2 million, down 55% EBITDX (ex-R&D)1 for HY26 was -A$1.1m, up A$0.1m on HY25 and up A$0.7m on 2H FY25 Cash o
Slide 5: The Immuron Investment Thesis
5 The Immuron Investment Thesis Immuron is a commercial-stage biopharmaceutical company (NASDAQ: IMRN) using a proprietary “Hyper- Immune” platform to create naturally-derived, oral antibody therapies for gut health and infectious diseases. The Competitive “Moat” • Consistent Revenue Growth: Immuron
Slide 6: Growth Catalysts & Competitive Edge
6 Growth Catalysts & Competitive Edge • Broad Platform Utility: This isn’t a one-trick pony. The technology can be applied to a range of infectious diseases, creating a deep pipeline of potential drug candidates. • High Barrier to Entry: The company’s proprietary vaccination protocols and the “hyper
Slide 7: Immuron strategic reset provides clearer path to profitability
7 Immuron strategic reset provides clearer path to profitability Immuron has taken a strategic decision to partner clinical assets IMM-124E and IMM-529 for development and commercialization. • IMM-124E is eligible for an end of Phase 2 meeting with the U.S. FDA (indication: traveler’s diarrhea) • Lu
Slide 8: IMM-529: A First-in-Class Triple-Action CDI Biologic
8 IMM-529: A First-in-Class Triple-Action CDI Biologic The Opportunity: IMM-529 is an oral, non-systemic biological (hyperimmune bovine colostrum) for treatment and prevention of primary and recurrent Clostridioides difficile infection (CDI). Unlike antibiotics, IMM-529 eliminates the pathogen witho
Slide 9: IMM-529 Market Potential
9 IMM-529 Market Potential The Disease: C. difficile is the leading cause of healthcare-associated infection causing 400,000 cases and 30,000 deaths in the US annually Disease spectrum: • Mild-to-moderate: Watery persistent diarrhea, cramping • Severe/Pseudomembranous Colitis (PMC): Colon wall plaqu
Slide 10: IMM-529 Deal Potential
10 IMM-529 Deal Potential Year Licensor / Asset Owner Licensee / Acquirer Licensed Asset Financial terms (public) Stage at deal Status update (as of March 2026) 2024 Seres Therapeutics Nestlé Health Science VOWST (SER-109) business (oral microbiota spores) Asset sale signed Aug 2024 (public reportin
Slide 11: 1. Financial & Operational Highlights
1. FINANCIAL & OPERATIONAL HIGHLIGHTS
Slide 12: Continued strong sales growth
12 Continued strong sales growth Global + FY2026 AUD$7.7 million up 6% on prior year Australia + FY2026 AUD$5.8 million up 10% on prior year North America + FY2026 AUD$1.9 million down 5% on prior year + USA FY2026 AUD$1.8 million up 7% on prior year; up 13% in USD + Canada FY2026 AUD$0.2 million do
Slide 13: Commercial – Operational Highlights
13 Commercial – Operational Highlights Travelan ® / Protectyn ® / PROIBS ® Revenue • $3.99m Global sales • $2.89m Australia • $1.11m North America • $3.29m Global sales • $2.36m Australia • $0.93m North America • $4.18m Global sales • $3.27m Australia • $0.91m North America • $3.53m global sales • $
Slide 14: Contact Information
EMAIL: STEVE@IMMURON.COM PHONE: AUSTRALIA: +61 438 027 172 STEVEN LYDEAMORE CHIEF EXECUTIVE OFFICER IMMURON LIMITED CONTACT INFORMATION: