Slide 1: Building the Premier Women's Health Company Q2 2022 Earnings
FOR INVESTOR PRESENTATION PURPOSES ONLY. Building the Premier Women’s Health Company Q2 2022 Earnings August 15, 2022 Exhibit 99.2
Slide 2: Forward-Looking Statements
Forward-Looking Statements FOR INVESTOR PRESENTATION PURPOSES ONLY. 2 This presentation by TherapeuticsMD, Inc. may contain forward-looking statements. Forward-looking statements may include, but are not limited to, statements relating to TherapeuticsMD’s objectives, plans and strategies as well as
Slide 3: Hugh O'Dowd, CEO
Hugh O’Dowd CEO FOR INVESTOR PRESENTATION PURPOSES ONLY. 3
Slide 4: Q2 Accomplishments
Gained approval of our supplemental new drug application for ANNOVERA, which increases our current and future supply Successfully completed the divestiture of vitaCare, enabling the repayment of $120 million of debt Top-line growth and overall operating performance Q2 Accomplishments 1 FOR INVESTOR
Slide 5: Q2 2022 Financial Overview
Q2 2022 Financial Overview FOR INVESTOR PRESENTATION PURPOSES ONLY. 5
Slide 6: Quarterly Revenue Trends
$0 $5 $10 $15 $20 $25 $30 Q2 - 22 Q2 - 21 Quarterly Revenue (YoY) FOR INVESTOR PRESENTATION PURPOSES ONLY. 6 Quarterly Revenue Trends Millions Q2-22 Highlights Total net revenue increased 24% in Q2-22 vs Q2-21 Total net product revenue increased 24% in Q2-22 vs Q2-21 ANNOVERA net revenue increased 9
Slide 7: Financial Results: Comparison Q2 2022 to Q2 2021 to Q1 2022
Financial Results: Comparison Q2 2022 to Q2 2021 to Q1 2022 In April, $120M in proceeds from the vitaCare divestiture were used to paydown the debt. Gross margin of 83% in Q2-22 is relatively consistent to Q2-21. Operating expenses in Q2-22 decreased $11.4M from Q2-21. Net Profit in Q2-22 resulted f
Slide 8: Q2 2022 Commercial Overview
Q2 2022 Commercial Overview FOR INVESTOR PRESENTATION PURPOSES ONLY. 8
Slide 9: Inventory Impact
9 FOR INVESTOR PRESENTATION PURPOSES ONLY. Inventory Impact Sources: TRx: Symphony Metys - 7/1/22 Shipments: CORD 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000 400 500 600 700 800 900 1,000 Shipments TRx Shipments Week Ending TRx Count Weeks without Shipments New Initiatives Resonating
Slide 10: ANNOVERA Monthly TRx
FOR INVESTOR PRESENTATION PURPOSES ONLY. 10 ANNOVERA Monthly TRx Source: Symphony Metys – June 2022 +28% vs. Q221 3,500 3,000 2,500 2,000 1,500 1,000 500 0 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 TRx Month
Slide 11: ANNOVERA Prescribers: Launch to Date
FOR INVESTOR PRESENTATION PURPOSES ONLY. ANNOVERA Prescribers: Launch to Date Source: Symphony Metys – June 2022; 5 prescribers in Q319 New prescribers defined as not having written Annovera in prior periods 5 534 1,482 2,234 3,748 5,187 6,741 8,150 9,459 10,759 12,033 529 948 752 1,514 1,439 1,554
Slide 12: Requests for Administration/Tri-Agencies & Impact for TXMD
FOR INVESTOR PRESENTATION PURPOSES ONLY. 12 Requests for Administration/Tri-Agencies & Impact for TXMD REQUEST POTENTIAL IMPACT
Slide 13: IMVEXXY Quarterly TRx
13 FOR INVESTOR PRESENTATION PURPOSES ONLY. IMVEXXY Quarterly TRx Source: Symphony Metys – June 2022 Held up well considering prioritization on Annovera beginning Q321 108,233 117,499 113,308 109,317 99,743 97,881 0 20,000 40,000 60,000 80,000 100,000 140,000 120,000 Q121 Q221 Q321 Q421 Q122 Q222 TR
Slide 14: IMVEXXY Monthly TRx
14 FOR INVESTOR PRESENTATION PURPOSES ONLY. 45,000 40,000 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 TRx Month IMVEXXY Monthly TRx Source: Symphony Metys – June 2022
Slide 15: IMVEXXY Prescribers: Launch to Date
FOR INVESTOR PRESENTATION PURPOSES ONLY. IMVEXXY Prescribers: Launch to Date Source: Symphony Metys – June 2022; 21,677 prescribers prior to Q121 New prescribers defined as not having written Imvexxy in prior periods 21,677 23,833 25,597 27,268 28,946 30,473 1,764 1,671 1,678 1,527 1,606 5,000 0 10,
Slide 16: BIJUVA Quarterly TRx
BIJUVA Quarterly TRx 30,838 16 FOR INVESTOR PRESENTATION PURPOSES ONLY. Source: Symphony Metys – June 2022 31,877 30,707 29,165 27,302 28,563 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 Q121 Q221 Q321 Q421 Q122 Q222 TRx Month
Slide 17: BIJUVA New-to-Brand TRx
BIJUVA New-to-Brand TRx* * New to brand includes patient switches/adds and new to market patients 200 0 17 FOR INVESTOR PRESENTATION PURPOSES ONLY. Source: Symphony Metys – June 2022 400 1,200 1,000 800 600 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 TRx Month
Slide 18: Q&A
FOR INVESTOR PRESENTATION PURPOSES ONLY. 18 Q&A