Sol-gel Technologies Ltd. · NASDAQ:SLGL
Sol-gel Technologies — Investor Presentation (October 2026)
27 slides from Sol-gel Technologies's investor presentation, October 2026
Slide 1: Corporate Overview
Corporate Overview October 2026
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward-looking statement
Slide 3: Management Team
Management Team EYAL BEN-OR MORI ARKIN MICHAEL GLEZIN Chief Financial Officer Chief Executive Officer, Chairman Chief Business Officer DR. OFRA LEVY-HACHAM DR. ITZIK YOSEF DR. OFER TOLEDANO VP, Clinical and Regulatory Affairs Chief Operating Officer VP, Research and Development 3
Slide 4: Pipeline Focus on Rare Skin Diseases with No Approved Therapeutics
Pipeline Focus on Rare Skin Diseases with No Approved Therapeutics At Sol-Gel, we’re Committed to Elevating Treatment Paradigms by Developing Breakthrough Solutions for Rare Skin Conditions with Patidegib API Research Preclinical Phase I Phase II Phase III FDA approval SGT-610 Prevention of BCC in G
Slide 5: SGT-610: Patidegib Gel, 2%
SGT-610: PATIDEGIB GEL, 2% Prevention of New BCC in Gorlin Syndrome and High-Frequency BCC Patients 5 5
Slide 6: SGT-610 in Gorlin Syndrome
SGT-610 in Gorlin Syndrome An investigational topical approach to preventing Basal Cell Carcinoma (BCC) Target population Adult patients with Gorlin syndrome Prevalence GS affects an estimated ~11,000 people in the U.S.1, and is most commonly (85%) caused by a heterozygous pathogenic variant in the
Slide 7: Gorlin Syndrome Is a Rare Disease with a Significant Effect on Quality of Life
Gorlin Syndrome Is a Rare Disease with a Significant Effect on Quality of Life “BCCs are the most burdensome manifestation reported by Gorlin syndrome patients. The volume of BCCs in Gorlin syndrome and associated need for repeated treatments leads to significant permanent scarring, anxiety, and los
Slide 8: Gorlin Syndrome Patients Require Frequent Removal of BCCs
Gorlin Syndrome Patients Require Frequent Removal of BCCs Patients repeatedly undergo painful surgeries until further excision becomes impractical BCC Removal Surgery Skin Transplantation 8
Slide 9: SGT-610: Topical Hedgehog Inhibitor for Long Term Prevention of New BCC in Gorlin Syndrome
SGT-610: Topical Hedgehog Inhibitor for Long Term Prevention of New BCC in Gorlin Syndrome Oral Hedgehog Inhibitors Are Unsuitable for the Prevention Therapy Oral hedgehog inhibitors are approved for metastatic or locally advanced BCC; treatment is frequently limited by class-related adverse events1
Slide 10: Well-Established Mechanism of Action for SGT-610
Well-Established Mechanism of Action for SGT-610 Normal PTCH1 Mutated PTCH1 Topical Patidegib in Use Patidegib Antagonizes SMO in the Hedgehog Pathway Hh = hedgehog; Ptch = patched receptor; Smo = smoothened receptor; GLI1 = glioma-associated oncogene 1; SUFU = suppressor of fused homolog gene 10
Slide 11: PellePharm Phase III: Number of New BCC
PellePharm Phase III 1. At least 3 BCCs at baseline in patients with Gorlin syndrome 2. Confirmation of PTCH1 mutation was not mandatory New BCCs, by Month ITT, Observed 8 6 Number of New BCC 4 4.03 3.25 2.84 2.27 2.56 2 1.00 1.92 0.80 Vehicle 86 64 63 65 Number of Patidegib 0 82 59 63 58 Patients 3
Slide 12: What Did We Learn From the PellePharm study?
What Did We Learn From the PellePharm study? 1. In the post hoc analysis, patients with Gorlin syndrome without a PTCH1 mutation showed no greater response to patidegib gel than to vehicle. Number of new BCCs, Observed, >10 BCCs at Baseline with or without PTCH1 mutation 10 8 Number of New BCC 6.67
Slide 13: What Did We Learn From the PellePharm study?
What Did We Learn From the PellePharm study? 2. In the post hoc analysis, a greater number of BCCs at baseline was associated with a larger treatment effect favoring patidegib over vehicle Patidegib Vehicle Population – month-121 % reduction P-value Mean ± SD (N) Mean ± SD (N) Baseline Total Lesions
Slide 14: Post-hoc Analysis Findings Led to Current Study Design
Post-hoc Analysis Findings Led to Current Study Design New BCCs, by Month New BCCs by Month ITT, Observed Observed >10 BCCs at baseline with PTCH1 mutation 8 8 The previous study did not meet its PellePharm’s Phase III findings informed primary endpoint patient selection for the current study 6.38 6
Slide 15: FDA Feedback on Prior Study
FDA Feedback on Prior Study (FDA response, May 2021): “We recommend conducting a new adequately-powered randomized, vehicle-controlled trial to support the efficacy of your product. However, it may be possible to identify study design elements from the completed trial that could be modified in a fut
Slide 16: How We Applied These Findings in the New Phase III Study
Summary: How We Applied These Findings in the New Phase III Study? Conducted a more focused Phase III Study Patient Selection Operational Improvements Previous study Current study Criterion Dermoscopic assessment Facial BCCs ≥31 ≥10 Patients without Only patients with the Central photography review
Slide 17: SGT-610 Study Design - Update
SGT-610 Study Design - Update Study Recruitment Summary: 41 sites 184 Patients Screened U.S., E.U. & U.K. 113 Enrolled Study design 102 Completed SGT-610 (patidegib gel, 2%), BID More than 90% of enrolled On-site visit patients completed the study Remote visit Screening 1:1 M-0 M-3 M-6 M-9 M-12 Clin
Slide 18: No Safety Signal Identified in Previous Phase 3 Clinical Trial
No Safety Signal Identified in Previous Phase 3 Clinical Trial Patidegib gel demonstrated safety and tolerability profiles similar to vehicle Related SAEs None Related TEAEs Patidegib – 26 subjects; Vehicle – 28 subjects Related TEAEs leading to discontinuation: Patidegib – 3 subjects (diarrhea, Dis
Slide 19: SGT-610 Upcoming Milestones for the U.S. Market
SGT-610 Upcoming Milestones for the U.S. Market 2026 2027 2028 Q4 Q1 Q2 Q3 Q4 Q1 Topline Results NDA submission NDA Approval Launch Future milestones are company targets, subject to regulatory review. 19
Slide 20: Strong IP Protection Until at Least 2044 of SGT-610
Strong IP Protection Until at Least 2044 of SGT-610 Patent and Regulatory Exclusivity Oct, 2034 Orphan Drug Exclusivity Apr, 2035 NCE Exclusivity with a 30-month stay (longer than ODE) Jun, 2041 Formulation patent describing SGT-610 gel composition (granted) including 5 years PTE Jan, 2044 Method of
Slide 21: Gorlin Syndrome SGT-610 Market Opportunity
Gorlin Syndrome SGT-610 Market Opportunity ~$860M1 U.S. only ~$270K Assessed by $200M-$300M in the E.U. Expected annual net price of SGT-610 Estimated peak sales opportunity Comparative WAC benchmarks 11,000 estimated U.S. patients with Gorlin syndrome2 Estimated patients at peak Patients $600K U.S.
Slide 22: SGT-610: Lean, Focused, Cost-Effective U.S. S&M Platform
SGT-610: Lean, Focused, Cost-Effective U.S. S&M Platform Sol-Gel is expected to be launch-ready with a dedicated SGT-610 team, supported by a third-party commercialization service provider with proven rare-disease capabilities, while retaining full strategic control and economics Operating Approach1
Slide 23: New Commercialization initiatives at Sol-Gel
New Commercialization initiatives at Sol-Gel: 1. Applied for an ICD-10 Code 2. Collaboration with GSA to Create Centers of Excellence For the First Time: Sol-Gel applied for ICD-10 Code for Gorlin Patient partnership Syndrome Patient education and navigation Referral gaps and patient Sol-Gel plan to
Slide 24: Potential Expansion: Future Development Opportunities
Future Development Opportunities SGT-620 Prevention of new BCCs in 124,000 patients in the U.S.1 patients with HF-BCC Potential SGT-630 Reduction in BCC size 100,000 patients in the U.S.2 Expansion SGT-910 Scalp BCC in Gorlin syndrome 5,170 patients in the U.S.3 Beyond the initial Gorlin program 1 J
Slide 25: High-frequency BCC: A Broader Opportunity in Addition to Gorlin Syndrome
High-frequency BCC: A Broader Opportunity in Addition to Gorlin Syndrome • Somatic PTCH1 mutations can drive BCC formation, which may progress to multiple BCCs under environmental and epigenetic influences • High-frequency basal cell carcinoma (HF-BCC) is defined as more than 9 BCC/3 years1 • Accord
Slide 26: SGT-210: Topical Erlotinib
SGT-210: TOPICAL ERLOTINIB First Topical EGFRi 26
Slide 27: SGT-210: Topical Erlotinib Platform Advancing Toward New Feasibility Studies
SGT-210: Topical Erlotinib Platform Advancing Toward New Feasibility Studies • Topical erlotinib platform designed for local EGFR inhibition with limited systemic exposure • Compassionate-use treatment in a pediatric patient with Olmsted syndrome, an ultra-rare debilitating skin disorder with no app
Sol-Gel Technologies — Investor Presentation (October 2026) on 6ix