Xortx Therapeutics, Inc. · TSXV:XRTX
Xortx Therapeutics — Investor Presentation (June 2026)
20 slides from Xortx Therapeutics's investor presentation, June 2026
Slide 1: Xanthine Oxidase Reducing Technology
Xanthine Oxidase Reducing Technology Targeting Gout and Progressive Kidney Disease June 2026 :XRTX : ANUA
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain information included in this Presentation constitutes “forward-looking information” or “forward-looking statements” within the meaning of applicable securities laws (“forward-looking statements”). These statements relate to future events or future performance of XO
Slide 3: Investment Highlights
Investment Highlights SHORT XRx-026 for gout targeted for NDA submission by H2 2027 TIMELINE G O LIMITED Safe and effective in over 700 patients U RISK T LARGE >$0.7B peak sales opportunity created by a marketed allopurinol MARKET alternative receiving a Black Box Warning XRx-008 for ADPKD† to begin
Slide 4: Gout Overview
Gout Overview Common Symptoms of Gout Caused by a Build-Up of Uric Acid in tissues Causes Severe Pain and Discomfort - particularly joints, classic ‘big toe pain’ Pain in Multiple associated-disease conditions wrist Prevalence has doubled in the last 20 years Strange lumps Kidney around joints stone
Slide 5: Gout - Estimated Addressable U.S. Market
Gout - Estimated Addressable U.S. Market 47 Million People with elevated Uric Acid levels 7 Million Patients diagnosed with gout $0.5 – 1.0 Billion 280,000 Allopurinol-intolerant gout patients Targeted peak sales of XRx-026, XORTX’s gout drug $6-8,000 Projected annual drug price per patient Febuxost
Slide 6: Market Opportunity: Febuxostat
Market Opportunity: Febuxostat ‘GAP’ N/A* N/A* N/A* N/A* • 2008 - Febuxostat entered the US gout market targeting allopurinol intolerance (~3-5% of patients) • 2019 - Received a black box warning; prescriptions dropped • 2024 – Febuxostat sales were less than $30M 2025 - No drug currently fills this
Slide 7: Oxypurinol Safety in Allopurinol Intolerant Patients
Oxypurinol Safety in Allopurinol Intolerant Patients • Over 750 allopurinol-intolerant patients have been successfully treated with oxypurinol. • Oxypurinol has been proven safe and effective in typical gout and in allopurinol-intolerant gout patients. • Oxypurinol offers gout patients who don’t res
Slide 8: Gout - Competitive Landscape
Gout - Competitive Landscape DRUG STATUS XRx-026 (xanthine oxidase inhibitor) PRE-NDA READY XORTX Therapeutics Inc. Allopurinol (xanthine oxidase inhibitor) FDA APPROVED Generic FDA APPROVED Febuxostat (Black Box Warning (xanthine oxidase inhibitor) – acute cardiac Takeda, various generics death and
Slide 9: Gout (XRx-026): Regulatory and Clinical Development Plan
Gout (XRx-026): Regulatory and Clinical Development Plan 2026 2027 2028 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 IND Filing Marketing/ REGULATORY NDA Prep & Filing NDA Review(FDA) Revenue CLINICAL PK Study CM&C Validation and Commercial Batch PRODUCT Production SUPPLY Stability Targeting NDA filing in H2
Slide 10: Proprietary Oxypurinol Formulation for Gout
Proprietary Oxypurinol Formulation for Gout Formulation enables maximum drug Oxypurinol - the most uptake. Pipeline-in-a-product effective Uric Acid patented technology Lowering Agent available Proprietary and highly scalable CMC approach; Once daily oral dosing IP Formulated to Optimize Absorption
Slide 11: Pipeline - ADPKD Overview
Pipeline - ADPKD Overview Common Symptoms of ADPKD Causes liver cysts, pain and discomfort Leads to decreased kidney function and ultimately to end-stage kidney disease Associated with increased incidence of neurologic aneurisms, cardiovascular disease 160,000 patients in the US - Treatments are lim
Slide 12: ADPKD - Estimated Addressable U.S. Market
ADPKD - Estimated Addressable U.S. Market U.S. Population ~337,000,000 U.S. ADPKD Population Diagnosed ~160,000 % of ADPKD Population Stage 2, 3, 4 ~96,000 % of ADPKD with Cost of Dialysis/yr hyperuricemia ~$90,000 ~38% (~36,500) Estimate U.S. Cost of Tolvaptan/yr Peak Sales Future net sales revenue
Slide 13: Renal Fibrosis Accelerates Decline of Kidney Function
Renal Fibrosis Accelerates Decline of Kidney Function Chronic kidney disease (CKD) affects an estimated Renal Fibrosis 14% (1 in 7) of adults globally, ~ 35–37 million individuals in the United States. Rare kidney diseases such as autosomal dominant polycystic kidney disease (ADPKD) and lupus nephri
Slide 14: Kidney Disease Multi-Billion Dollar Acquisitions
Kidney Disease Multi-Billion Dollar Acquisitions March 31, 2026 - Biogen Acquired Apellis Key Themes Pharmaceuticals (Nephrology) Transaction Value: Approximately $5.6 Billion + CVR April 30, 2025 - Novartis Acquired Regulus • Kidney disease programs and their parent Therapeutics (ADPKD) companies a
Slide 15: Milestones & Comparables
Milestones & Comparables • IND submission: gout – H2 2026 • PK study results: Clinical PK Bridging & gout – H2 2026 • Completion of CM&C validation: gout – H2 2026 • Stability studies initiated: gout – H1 2027 • NDA submission: gout – H2 2027 15
Slide 16: Team - Management
Team - Management Allen W. Davidoff, Ph.D., Chief Executive Officer Dr. Davidoff has 20 years of drug development experience and is the founder and CEO of XORTX. Allen has a broad range of clinical and regulatory experience and senior management experience in pharmaceutical R&D. Previously, Allen wa
Slide 17: Board of Directors
Board of Directors Anthony Giovinazzo – Chairman 43 years of total work experience, is an internationally recognized expert in intellectual property, drug development and commercialization, including numerous licensing agreements, with more than 25 years’ experience in Central Nervous System disease
Slide 18: XORTX Cap Table
XORTX Cap Table Capitalization as of June 1, 2026 % of Fully # of Shares Diluted Common Shares Outstanding (Insiders): 27,215 0.5% Common Shares Outstanding (Other): 1,703,350 30.5% Total Common Shares Outstanding 1,730,565 31.0% Warrants Outstanding: 3,830,120 68.6% Options Outstanding: 24,854 0.4%
Slide 19: Summary
Summary SHORT XRx-026 for gout targeted for NDA submission by H2 2027 TIMELINE G O LIMITED Safe and effective in over 700 patients U RISK T LARGE >$0.7B peak sales opportunity created by a marketed allopurinol MARKET alternative receiving a Black Box Warning XRx-008 for ADPKD† to begin registration
Slide 20: XORTX Therapeutics Inc. contact details
XORTX Therapeutics Inc. 3710 33rd St NW Calgary, Alberta T2L 2M1 (403) 455-7727 info@xortx.com / www.xortx.com :XRTX : ANUA 20
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