Assertio Holdings, Inc. · NASDAQ:ASRT
Assertio — Q1 2025 Earnings Presentation
13 slides from Assertio's earnings presentation, May 12, 2025
Slide 1: Sustainable Long-Term Growth from Commercial Pharmaceutical Assets
Sustainable Long-Term Growth from Commercial Pharmaceutical Assets Nasdaq: ASRT May 2025
Slide 2: Disclaimers
Disclaimers The statements in this communication include forward-looking statements. Forward-looking statements may discuss goals, intentions and expectations as to future plans, trends, events, results of operations or financial condition, or otherwise, based on current beliefs. Forward-looking sta
Slide 3: Extensive commercial execution and business development experience
Extensive commercial execution and business development experience Leadership Team Brendan O’Grady Mary Pietryga Ajay Patel Sam Schlessinger Chief Executive Officer Chief Commercial Officer Chief Financial Officer General Counsel Bill Iskos Molly Dir Paul Schwichtenberg Vanessa Fox Dr. Howard Frankl
Slide 4: Portfolio of differentiated brands supporting growth and cash flow
Portfolio of differentiated brands supporting growth and cash flow Core Growth Assets Mature Assets Methotrexate Branded indomethacin The first long-acting myeloid Oral film formulation of clobazam subcutaneous injection suppository for the U.S. growth factor in 20+ years with a for the treatment of
Slide 5: Commercially focused specialty pharmaceutical business committed to building sustainable near-term growth
Commercially focused specialty pharmaceutical business committed to building sustainable near-term growth that leads to strong long-term value creation PORTFOLIO OF ROBUST COMMERCIAL STRONG BALANCE EXPERIENCED EXECUTING STRATEGY DIFFERENTIATED CAPABILITIES SHEET LEADERSHIP TO DRIVE GROWTH BRANDS • W
Slide 6: Rolvedon: core growth asset with clinically differentiated profile in a large addressable market
Rolvedon: core growth asset with clinically differentiated profile in a large addressable market $1+ BILLION ESTIMATED MARKET OPPORTUNITY3 • Decreases incidence of infection in adult • ~1/3 focused on community • Consistent market leader in patients receiving myelosuppressive anti- oncology clinics
Slide 7: Sympazan: core growth asset with significant growth opportunities
Sympazan: core growth asset with significant growth opportunities Keys to success Continue increasing awareness and converting high-volume clobazam writers Indicated for the adjunctive treatment of seizures associated with Lennox- DIGITAL MARKETING PEER TO PEER Gastaut Syndrome (LGS) in patients 2 y
Slide 8: Financial Summary – Q1 2025
Financial Summary – Q1 2025 1Q-2025 Summary Results1 – "Tracking to full-year outlook” 1 FY 2025 Outlook3 $26.0 M $22.0 M ($12.5 M) $108-123 M Net Product Sales SG&A Expense Op. Cash Flow Net Product Sales $0.2 M $87.3 M $40.0 M $10-19 M Non-GAAP Adj. EBITDA Cash Balance Debt2 Non-GAAP Adj EBITDA Im
Slide 9: Focused on Transformation leading to strong long-term value creation
Focused on Transformation leading to strong long-term value creation 2024 2025 2026+ STABILIZATION TRANSFORMATION GROWTH Adapt organization to rapidly changed Implement actions that catalyze a shift in Become a leading commercially focused operating environment future growth potential specialty phar
Slide 10: “Transformation” phase priorities are intended to catalyze a shift in future growth potential
“Transformation” phase priorities are intended to catalyze a shift in future growth potential PRIORITIZE SIMPLIFY CORPORATE DIVEST DECLINING OR INVESTMENTS IN REDUCE CLOSE A STRATEGIC STRUCTURE NON-CORE ASSETS GROWTH ASSETS LEGAL EXPOSURE TRANSACTION • Reduce number of • Improve commercial • Acquire
Slide 11: Business development serves as key enabler of future growth
Business development serves as key enabler of future growth Deploy capital strategically and accretively to acquire/license high-growth-potential commercial assets COMMERCIAL PATENT LIFE CASH FLOW AND PROFIT SYNERGIES OR EXCLUSIVITY ACCRETIVE • Can be supported by • Increased durability of • Quantif
Slide 12: 2025 Priorities support building sustainable near-term growth that leads to strong long-term value creation
2025 Priorities support building sustainable near-term growth that leads to strong long-term value creation Grow net sales, manage Deliver positive Execute product life cycles cash flow “Transformation” phase • Grow Rolvedon • Leverage efficient oncology • Simplify corporate structure and Sympazan s
Slide 13: Investor Contact
Investor Contact Matt Kreps of Darrow Associates IR for the Company mkreps@darrowir.com 13