Therapeuticsmd, Inc. · NASDAQ:TXMD
Therapeuticsmd — Corporate Update (April 2019)
13 slides from Therapeuticsmd's corporate update, Apr 17, 2019
Slide 1: Investor Update Conference Call
Investor Update Conference Call April 17, 2019
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation by TherapeuticsMD, Inc. (referred to as “we” and “our”) may contain forward-looking statements. Forward-looking statements may include, but are not limited to, statements relating to our objectives, plans and strategies, as well as statements, other than
Slide 3: Upsized, Non-Dilutive Term Loan Financing
Upsized, Non-Dilutive Term Loan Financing Non-Dilutive Capital Will Support Launches of BIJUVATM and ANNOVERATM ▪ Signed binding commitment letter for a fully-negotiated $300 million non-dilutive term loan facility with TPG Sixth Street Partners (“TSSP”), the global finance and investment business i
Slide 4: Salesforce Footprint Demonstrates Significant Overlap
Salesforce Footprint Demonstrates Significant And Overlap Portfolio Optimization Summary ▪ Expansion to approximately 200 sales IMVEXXY BIJUVA Decile Decile professionals selling both IMVEXXY 6-10 6-10 and BIJUVA ▪ Increases reach for IMVEXXY by approximately 5,000 providers • 94% Coverage of target
Slide 5: A Large Target Market for BIJUVA
A Large Target Market for BIJUVA™ Launched on Q2 April 17, 2019 FDA-approved separate bio- Q2 identical E&P pills segment ~3.9M TRx (each)1 I $836M2 TAM Once payer coverage achieved expand, Bio-Ignite Q4 partnerships to access the compounding channel 12M – 18M TRx3 I $2.5B-3.8B2 TAM 1) Symphony Heal
Slide 6: Launch Strategy Focused on Driving Experience that Leads to Long Term Adoption
Launch Strategy Focused on Driving Experience that Leads to Long Term Adoption ▪ $35 or less out-of-pocket cost ▪ Eliminates the cost and coverage concerns which are often barriers to early adoption ▪ Early Experience Program “Keep Cool” drives appropriate patient and prescriber education ▪ Positive
Slide 7: Concept for Marketing Campaign
Concept for Marketing Campaign 7
Slide 8: Questions
QUESTIONS ANSWERS _ TherapeuticsMD’ 7 For Her. For Life. j
Slide 9: Appendix
Appendix TherapeuticsMD’ For Fer. For Life. TherapeuticsMD.com
Slide 10: TSSP vs MidCap Loan Facility Comparison
TSSP MidCap (as of 5/1/18) Maximum Term $300 million $200 million Loan Facility Size Interest Rate 3-month LIBOR + 7.75%, payable quarterly 1-month LIBOR + 7.75%, payable monthly Maturity Date March 31, 2024 May 1, 2023 Tranche 1 $200 million will be available at closing (anticipated on or Drawn Jun
Slide 11: Strong Launch
Strong Launch through March 31, 2019 IMVEXXY (estradiol vaginal inserts) Launch Metrics Total paid scripts dispensed to patients1 ~137,600 (since launch through March 31, 2019) Total paid scripts ~28,100 (March 1-31, 2019) Total patients ~44,700 (since launch through March 31, 2019) Total prescriber
Slide 12: Successful Launch Execution
Successful Launch Execution through March 31, 2019 IMVEXXY TRx Launch Comparison 70,000 ▪ IMVEXXY continues to grow both weekly average volume and daily average volume for March (31 day month) vs February (28 day month) 60,000 ▪ Average daily volume for 31 days in March 2019 increase to ~900 from 56
Slide 13: Strong Patient Adherence & Compliance
Strong Patient Adherence & Compliance through March 31, 2019 IMVEXXY Patient Compliance1,2 Maximum Allowable Month Initial Average # Fills for Fills Given the Month Prescription Filled those Patients of Initial Fill February 2019 1.8 Fills 2 Fills January 2019 2.5 Fills 3 Fills December 2018 3.0 Fil