Dimerix Limited · ASX:DXB
Dimerix — Investor Presentation (June 2025)
20 slides from Dimerix's investor presentation, Jun 19, 2025
Slide 1: Investor Presentation June 2025
For personal use only Developing new therapies to treat inflammatory causes of kidney disease with unmet clinical needs Investor Presentation June 2025 Authorised for lodgement by the Board of the Company
Slide 2: Forward looking statements
Forward looking statements This presentation includes forward-looking statements that are subject to risks and uncertainties. For personal use only Although we believe that the expectations reflected in the forward looking statements are reasonable at this time, Dimerix can give no assurance that th
Slide 3: Overview: Phase 3 Global Opportunity
Overview Phase 3 Global Opportunity 4 ~$1.4 billion >$65 million Lead Drug For personal use only Candidate DMX-200 licensing in total upfront & in total payments DMX-200 in a Phase 3 partners across key potential development received to date1 clinical trial for focal territories1 and sales milestone
Slide 4: Mechanism of Action and development highlights
Mechanism of Action Precision therapy to disrupt inflammatory feedback loops in the kidney of patients with FSGS 1 For personal use only Pre-Clinical FDA confirmed proposed pre-clinical safety package sufficient to support marketing submission2 Manufacturing Commercial scale up in place – manufactur
Slide 5: Cycle of damage in glomerular diseases: What is FSGS?
Cycle of damage : in glomerular diseases What is FSGS? For personal use only Kidney vessels have to work harder under high pressure Focal = some 1 Segmental = sections High blood pressure causes hyperfiltration Glomerulo = of the kidney filtering units within blood vessels of the kidney4 2 Constant
Slide 6: Cycle of damage in glomerular diseases
Cycle of damage : in glomerular diseases Existing blood pressure medication What is FSGS? For personal use only targets Step 1: angiotensin DMX-200 receptor blocker (ARB) lowers Focal = some blood pressure interrupts Step 2 - the 1 inflammatory pathway to target Segmental = sections High blood press
Slide 7: DMX-200: mechanism of action
DMX-200: mechanism of action 200 * • CCR2 is required for recruitment of inflammatory cells Macrophages, n/area 150 to the kidney For personal use only 100 † † 50 †§ Macrophage infiltration1 DMX-200 blocks CCR21 0 Sham Vehicle DMX-200 ARB DMX-200 +ARB • Macrophage/monocyte: regulate inflammatory cel
Slide 8: Significance of stabilising eGFR slope: clinical endpoint
Significance of stabilising eGFR slope: clinical endpoint Natural aging kidney • Kidney function can be measured using estimated function slope1 For personal use only glomerular filtration rate (eGFR): o how many millilitres of blood is filtered by the FSGS slope – kidney kidney per minute function
Slide 9: Significance of decreasing proteinuria: clinical endpoint
Significance of decreasing proteinuria: clinical endpoint Why are kidneys important? Symptoms of proteinuria For personal use only • A healthy kidney is a good filter and allows little to no protein More frequent urination Shortness of breath in the urine1 Inside a healthy kidney Inside a damaged ki
Slide 10: DMX-200: Phase 2 met primary and secondary endpoints
DMX-200: Phase 2 met primary and secondary endpoints Clinically meaningful outcomes achieved for patients,2,3 with no safety issues For personal use only Average reduction of 17% in proteinuria after 16 weeks treatment on DMX-200 versus placebo1 “Any reduction in proteinuria could yield years of pre
Slide 11: Phase 3 clinical trial – next steps
phase 3 clinical trial – next steps A randomised, double-blind, multi-centre, placebo-controlled study of renal outcomes of DMX-200 in patients with FSGS receiving an ARB ~286 202 43 For personal use only Total number of patients Patients recruited, Patients enrolled over into required - anticipated
Slide 12: FDA Phase 3 endpoints
endpoints Positive Type C meeting held in March 2025 with US Food & Drug Administration (FDA) on proteinuria trial For personal use only endpoints, and potential for accelerated approval for DMX-2001 FDA confirmed that a proteinuria-based endpoint for full marketing approval in the US, which may be
Slide 13: Competitive landscape in FSGS
Competitive landscape in FSGS No approved therapies for FSGS Low competition For personal use only DMX-200 is the only inflammatory modulator in development Phase 1 Phase 2 Phase 3 Company DMX-200 Inflammatory modulator Sparsentan AT1R/ETAR dual inhibitor – Failed Ph3 eGFR endpoint: resubmitted to F
Slide 14: FSGS market – potential for growth
FSGS market – potential for growth ➢ Prevalence refers to the total number of existing Biopsy cases (new and old) For personal use only ➢ Incidence refers to the number of new cases of a FSGS diagnosis driven by disease within a specified time period rates of biopsy - growth potential as biopsy rate
Slide 15: Rare kidney disease pricing examples
Rare kidney disease pricing examples For personal use only US Medicare Drug Price Negotiation Program1 US Medicare Drug Price Negotiation Program exempts orphan drugs that treat “only one rare disease or condition’’ from drug price negotiations One Big Beautiful Bill Act2 proposes to expand that exe
Slide 16: Summary of licensing deals for DMX-200 to date
Summary of licensing deals for DMX-200 to date Licensing deals collectively Dimerix has successfully partnered DMX-200 across key markets valued up to ~AU$1.4 For personal use only 1 2 3 4 United States EU, CA, AU, NZ GCC, Iraq Japan billion in total upfront and potential milestone fees plus royalti
Slide 17: Potential for additional partnering opportunities
Potential for additional partnering opportunities For personal use only Significant potential additional global deal value remains, as Dimerix pursues and progresses licensing opportunities with potential partners outside the licensed territories, including in Mainland China
Slide 18: Corporate overview
Corporate overview S H A R E P R I C E Ticker Symbol ASX: DXB For personal use only Cash Balance (Mar25)* $17 million Market Capitalisation1 $295 million Share price1 $0.50 Total ordinary shares on issue1 590,068,104 Average Daily Liquidity by value for $2.0 million past 30 trading days2 S UBSTA N T
Slide 19: Potential catalysts CY 2025
Potential catalysts CY 2025 Q1/Q2 2025 For personal use only ➢ Confirmed FDA meeting to discuss alternative endpoints1 ➢ ~AU$4.1 million2 development milestone anticipated from FUSO1 Q3/Q4 2025 ➢ Planned blinded interim data collection anticipated in H2 20253 • Potential for accelerated (or conditio
Slide 20: Well positioned to deliver against strategic plan
(ASX:DXB) For personal use only W E L L P O S I T I O N E D TO D E L I V E R AGA I N ST ST R AT EG I C P L A N ESG Statement Dimerix is committed to integrating Environmental, Social and Governance (ESG) considerations across the development cycle of its programs, processes and decision making. The