Scynexis, Inc. · NASDAQ:SCYX
Scynexis — Investor Presentation (September 2026)
19 slides from Scynexis's investor presentation, September 2026
Slide 1: Advancing innovative solutions for severe rare diseases
Advancing innovative solutions for severe rare diseases
Slide 2: Legal Disclaimers
Legal Disclaimers This presentation has been prepared by SCYNEXIS, Inc. (the “Company”) solely for informational purposes. This presentation contains, and our officers and representatives may from time to time make, “forward-looking statements” within the meaning of applicable securities laws and ar
Slide 3: SCYNEXIS: Innovation-Driven Focus on Severe Rare Diseases
SCYNEXIS: Innovation-Driven Focus on Severe Rare Diseases Optionality & Upside from Strategic Asset Acquisition Successful $40M Financing Antifungal Assets SCY-770 for Autosomal Dominant Raised $40M in PIPE financing, SCY-247 Polycystic Kidney Disease extending our cash runway into • Oral Phase 1 co
Slide 4: Clinical Stage Asset Acquisition in ADPKD SCY-770
Clinical Stage Asset Acquisition in ADPKD Area of high unmet need and significant commercial opportunity • Jynarque (tolvaptan), the only approved treatment, reached ~$1.5B SCY-770 US sales in 2024 despite significant safety and tolerability limitations Significant interest from pharma and investor
Slide 5: SCY-770: Well-Characterized, Phase 2-Ready AMPK Activator
SCY-770: Well-Characterized, Phase 2 - Ready AMPK Activator • Solid scientific support for AMPK role in ADPKD Novel Mechanism: Direct • Compelling pre-clinical pharmacology package supportive of efficacy AMPK Activator • Evidence of target engagement and PK/PD correlation in a Phase 2a study (NAFLD)
Slide 6: ADPKD & SCY-770: Disease Landscape and Scientific Rationale
ADPKD & SCY-770: Disease Landscape and Scientific Rationale 6
Slide 7: Autosomal Dominant Polycystic Kidney Disease (ADPKD)
Autosomal Dominant Polycystic Kidney Disease (ADPKD) U.S. Prevalence: ~140,000 patients1 ADPKD is a genetic disease caused by mutations of the PKD1 or PKD2 genes which encode polycystin complex 1 (PC1) or polycystin complex 2 (PC2) proteins, critical for normal tubular epithelial cell function Patie
Slide 8: AMPK is Involved in Multiple Pathophysiological Aspects of ADPKD
AMPK is Involved in Multiple Pathophysiological Aspects of ADPKD AMPK is a metabolic regulator of cellular energy homeostasis that increases glucose and fatty acid uptake and oxidation when cellular energy is low. It can be activated by several physiological and pharmacological mechanisms • There ar
Slide 9: SCY-770 Demonstrated to be a Potent, Selective, AMPK Activator
SCY-770 – (akaPXL-770) Demonstrated to be a Potent, Selective, AMPK Activator Direct allosteric activation, reduces cyst growth In vitro activity of PXL770 on recombinant AMPK proteins1 In vitro Effect on Cyst Growth4 Canine 150 Heterotrimerics AMPK activity Cyst volume (% of control) AMPK EC50 Emax
Slide 10: SCY-770 Demonstrated Robust in vivo Effects in ADPKD Mice
SCY-770 – Demonstrated Robust in vivo Effects in ADPKD Mice Improved survival and renal function Tamoxifen-inducible kidney epithelium–specific Pkd1 deletion (Ksp-TamCre x Pkd1Lox), mice sacrificed when blood urea level was ≥ 20mM (ESRD) and study was terminated when 50% of control mice reached this
Slide 11: SCY-770 Development Plan
SCY-770 Development Plan 11
Slide 12: SCY-770 Illustrative Path Forward
SCY-770 Illustrative Path Forward Potential accelerated approval based on surrogate endpoint (htTKV)1 Phase 1* Phase 2 Ongoing Interim htTKV EoP2 Phase 3 FDA read out 12-months 24-month htTKV eGFR NDA sNDA htTKV = measures the kidney volume changes via MRI eGFR = measures the kidney function changes
Slide 13: ADPKD: Market Landscape & Therapeutic Opportunity
ADPKD: Market Landscape & Therapeutic Opportunity 13
Slide 14: ADPKD is an Orphan Indication Associated with Significant Clinical and Economic Burden
ADPKD is an Orphan Indication Associated with Significant Clinical and Economic Burden U.S. prevalence of ~140,000 patients1 with ~6,000 new cases diagnosed / year2 Clinical Burden1,2 Economic Burden1 Kidney Impact ~$7.3B-$9.8B in incremental costs equivalent to o Kidney pain, gross hematuria, and u
Slide 15: Jynarque, the Only Approved Product for ADPKD, Reached Blockbuster Status
Jynarque, the Only Approved Product for ADPKD Reached Blockbuster Status Despite Limited Uptake In 2024, Otsuka reported ~$1.5B despite limited penetration (<10%*)1 of total diagnosed population Annual Jynarque U.S. Sales ($M) 2 $1,528 • Black box warning due to the potential for fatal liver injury
Slide 16: Financial Update & Outlook
Financial Update & Outlook 16
Slide 17: Financial Outlook
Financial Outlook SCYNEXIS is well-capitalized to support execution of development plans • Cash runway into 2029 • ~$71.1M in cash, cash equivalents and investments as of 06/30/2026 • No debt Potential to receive up to $146M in Pursuing non-dilutive financing BREXAFEMME sales milestones, opportuniti
Slide 18: SCYNEXIS Pipeline
SCYNEXIS Pipeline Lead program focused on ADPKD Preclinical Phase 1 Phase 2 Phase 3 Status • Phase 1 confirmatory study ongoing ADPKD Oral • Phase 2 POC initial readout expected in H2 2027 SCY-770 ALD and other Oral • Phase 2 ready relevant diseases • Completed Phase 1 Treatment of Invasive Oral SAD
Slide 19: SCYNEXIS: Anchored by Strong Fundamentals
SCYNEXIS: Anchored by Strong Fundamentals Combining key elements to create value for all stakeholders Committed to Innovative Science: Clear Go-Forward Strategy Achievable Targeting Severe, Rare Conditions with Existing Resources • SCY-770: Clinical stage, novel highly selective • Generate early eff