Immuron Limited · ASX:IMC
Immuron — Emerging Growth Conference (May 2026)
15 slides from Immuron's conference presentation, May 8, 2026
Slide 1: Immuron CEO presentation at Emerging Growth Conference
Immuron CEO, Steven Lydeamore presentation at Emerging Growth Conference Melbourne, Australia, May 8 , 2026 : Immuron Limited (ASX : IMC ; NASDAQ : IMRN) is pleased to advise our Chief Executive Officer, Steven Lydeamore presented virtually at the Emerging Growth Conference on Thursday 7 th May 2026
Slide 2: Immuron's polyclonal antibody platform technology
Immuron’s proprietary technology is based on polyclonal immunoglobulins (IgG) derived from engineered hyper - immune bovine colostrum . Immuron has the capability of producing highly specific immunoglobulins to any enteric pathogen and our products are orally active . Bovine IgG can withstand the ac
Slide 3: Irritable bowel syndrome overview, references and forward-looking statements
Irritable bowel syndrome (IBS) is a common condition where you experience symptoms related to your digestive system. This is sometimes linked to certain foods, lifestyle habits and stress levels or mood. IBS affects around 3 out of every 10 people. Females are more likely than males to be affected.
Slide 4: Steven Lydeamore, Chief Executive Officer, May 2026
Steven Lydeamore Chief Executive Officer Investor Presentation NASDAQ: IMRN ASX: IMC 8 May 2026
Slide 5: Forward-looking statements
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 s imilar expressions are intended t
Slide 6: Immuron: integrated biopharmaceutical company with global scale
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 7: Executive summary and financial results
4 Half Year FY26: EBITDX (ex - R&D) 2 was - A$1.1m, up A$0.1m on HY25 and up A$0.7m on 2H FY25 Cash of A$10.0 million, up A$7.2 million on 30 June 2025; equivalent to 22.5 months of cash used in operating activities in 1H FY26 Post HY: R&D Tax Incentive A$1.1 million received in February Financial R
Slide 8: Strategic reset provides clearer path to profitability
5 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
Slide 9: Travelan TAM, SAM and market opportunity
TAM (Total Addressable Market) The global Traveler’s Diarrhea (TD) market, including all treatments (antibiotics, anti - diarrhea agents) and prevention (vaccines, probiotics). • Global Value : The global Traveler's Diarrhea treatment market is estimated at $3.31 billion for 2026, growing at a CAGR
Slide 10: C. difficile disease and IMM-529 market opportunity
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 plaques • Fulminant CDI
Slide 11: IMM deal potential status update
8 IMM - 529 Deal Potential Status update (as of March 2026) Stage at deal Financial terms (public) Licensed Asset Licensee / Acquirer Licensor / Asset Owner Year FDA approved (Apr 2023) and commercialized by Nestlé Health Science; global rights consolidated under Nestlé via the 2024 transaction. ( U
Slide 12: 1. Financial & Operational Highlights
1. FINANCIAL & OPERATIONAL HIGHLIGHTS
Slide 13: Continued strong sales growth
10 Continued strong sales growth Global + 3Q FY 2026 AUD$1.5 million up 16% on prior year + Mar YTD 2026 AUD$5.7 million up 7% on prior year Australia + 3Q FY 2026 AUD $0.9 million up 15% on prior year + Mar YTD 2026 AUD$4.2 million up 14% on prior year North America + 3Q FY 2026 AUD $0.6 million up
Slide 14: Outlook
11 Outlook Continued YoY sales growth Progression towards EBITDX (ex - R&D) 1 breakeven IMM - 529 Partnering 1H 2027 Travelan ® Partnering 1H 2027 1 Earnings before Interest Tax Depreciation and FX and ex - R&D: Research & Development expenses, R&D Tax Incentive and R&D grants 1 Refer Safe Harbor St
Slide 15: Contact information
EMAIL: STEVE@IMMURON.COM PHONE: AUSTRALIA: +61 438 027 172 STEVEN LYDEAMORE CHIEF EXECUTIVE OFFICER IMMURON LIMITED CONTACT INFORMATION: