Royalty Pharma Plc · NASDAQ:RPRX
Royalty Pharma — Merger or Acquisition (August 2026)
7 slides from Royalty Pharma's merger presentation, August 2026
Slide 1: Rusfertide royalty acquisition
Rusfertide royalty acquisition August 2026
Slide 2: Forward Looking Statements
2 Forward Looking Statements This presentation has been prepared by Royalty Pharma plc (the “Company”), is made for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. The information set forth herein does not purport to be complete o
Slide 3: Key messages
3 Key messages 1 2 3 Takeda’s rusfertide for polycythemia Strong clinical results demonstrate Takeda guidance of $1-2bn in peak vera, a rare and chronic blood cancer significant patient benefit sales for rusfertide(3) Rusfertide – novel MoA and potential High unmet need: many patients on Large polyc
Slide 4: Rusfertide royalty acquisition overview
4 Rusfertide royalty acquisition overview Transaction overview Royalty and milestone terms Rusfertide consensus sales(2) ($ in billion) Transaction terms Royalty rate $2.9 • $100m total, including $50m upfront(1) for • 1% on worldwide sales up to $1.5bn and 0.75% $2.8 $2.7 Zealand’s existing royalty
Slide 5: Polycythemia vera – a rare and chronic blood cancer
5 Polycythemia vera – a rare and chronic blood cancer Disease background Polycythemia vera is a disease of too many red blood cells(1) • Polycythemia vera (PV) is a blood cancer where stem cells in the bone marrow mutate and make too many red blood cells • Blood becomes thicker than normal, increasi
Slide 6: Rusfertide demonstrated compelling Phase 3 results
6 Rusfertide demonstrated compelling Phase 3 results Rusfertide was highly effective at reducing phlebotomy burden as add-on to standard of care treatment Significantly higher % of rusfertide patients responded(1) Rusfertide significantly reduced number of phlebotomies (Primary endpoint, weeks 20-32
Slide 7: Blockbuster potential for rusfertide driven by large market, patient need
7 Blockbuster potential for rusfertide driven by large market, patient need Market dynamics in polycythemia vera High unmet patient need ~155K ~78K Polytherapy is ~35%+ common Total U.S. diagnosed patients Total U.S. treated patients Patients often on generic oral Of patients experience hydroxyurea,