Slide 1: H1 2026 Results & Performance Review
H1 2026 Results & Performance Review 15 September 2026
Slide 2: Presenters
PRESENTERS Areas of responsibility: Areas of responsibility: Designing and executing the Company’s business Driving business development and new strategy customer acquisition Acquiring strategic business partners Leading strategic projects related to international expansion Overseeing regulatory com
Slide 3: H1 2026 at a Glance - From Strategy to Execution
H1 2026 AT A GLANCE - From Strategy to Execution Mabion strengthened its financial & commercial foundations while opening new growth avenues in ADCs, co-development and innovative biologics. PLN 7.5m 2029 Key achievements: analytical orders Novavax extension Commercial traction - PLN 7.5m analytical
Slide 4: Financial Performance
FINANCIAL PERFORMANCE H1 2025 vs H1 2026, PLN thousands 10000 5000 Revenue (PLN) H1 2026: 7,834k H1 2025: 5,977k 0 +31% YoY - higher analytical activity & expanded client Revenue Operating result Net result -5000 scopes -10000 -15000 Operating Result (PLN) H1 2026: –22,987k H1 2025: –28,723k -20000
Slide 5: Commercial Momentum – From pipeline to contracts
COMMERCIAL MOMENTUM – From pipeline to contracts Pipeline Backlog Delivery Revenue Active offers / opportunities Signed scopes / orders Analytics + DS work Conversion & repeat work PLN 7.5m 20 days 100% <12 weeks 97% Analytical orders Analytical TAT QC on-time testing Project preparation Customer sa
Slide 6: Project Pipeline and Revenue Estimation
PROJECT PIPELINE AND REVENUE ESTIMATION Key strategy elements over the next years (2026-2030)
Slide 7: Strategy Execution Scorecard (2025–2030)
STRATEGY EXECUTION SCORECARD (2025–2030) Drug Substance ON TRACK / ACCELERATING Expand Client Base ON TRACK / ACCELERATING €5m DP divestiture sharpens DS focus reinforced through FCCM development PLN 7.5m analytical orders in Q1 Onboarding of next-generation DS technologies Visible pipeline → backlo
Slide 8: Novavax: Long-Term Strategic Partnership
NOVAVAX: LONG-TERM STRATEGIC PARTNERSHIP Extension to 2029 Multi-year collaboration Scope based on client needs New SOW#11 Advanced analytics (Aug 2026) New SOW#12 Support for an early stage project (Sept 2026) Evolution of relationship: Commercial manufacturing → Expanded manufacturing & QC analyti
Slide 9: Building New Growth Platforms
BUILDING NEW GROWTH PLATFORMS ADC ecosystem Co-development Celon Pharma (Jan 2026) WPD Pharmaceuticals - joint development of innovative ADC molecules WPD Pharmaceuticals (Mar 2026) KirSán Biotech - innovative partnership for Next-Gen ADCs KirSán Biotech LOI (Jun 2026) Oddifact - development of Mabi
Slide 10: Mabion CD20: Regulatory Progression
MABION CD20: REGULATORY PROGRESSION Progression timeline: Nov 2025 May 2026 Jun 2026 Aug 2026 Aug 2026 TODAY 5th Oct 2026 Strategy Reactivation Oddifact Indication FDA submission Type B Pre-IND partnership Part I selection (ITP) meeting Defines the scientific, clinical and CMC path Starts formal U.S
Slide 11: FDA #1 - MabionCD20: Product & Regulatory Development
FDA #1 - MabionCD20: Product & Regulatory Development FDA #1 FDA #2 MabionCD20: Product & Regulatory Development R&D & Quality Inspection (Quality & Analytics) Scope: MabionCD20 program • Partner: Oddifact • Indication: ITP Scope: Mabion analytical laboratory Path: Pre-IND → Type B meeting (5 Oct) F
Slide 12: H2 2026: Execution Accelerating
H2 2026: EXECUTION ACCELERATING Mabion commercially formalised its ADC partnership network, moving from intent 17 Jul - KriSán MSA (ADC ecosystem formalised) to integrated execution. 24 Jul - DS focus reinforced through technological Capital, infrastructure and operational footprint were actively re
Slide 13: Upcoming Catalysts (H2 2026)
UPCOMING CATALYSTS (H2 2026) Novavax annex Further expansion of a long-term partnership with additional advanced analytical work. Expansion of the current MSA to establish a framework for reciprocal project collaboration, Intensifying collaboration with Sartorius enabling Sartorius to support future
Slide 14: Final Message
FINAL MESSAGE H1 2026 established the foundations and H2 2026 provides tangible evidence of execution. Mabion is moving from financial stabilisation and pipeline building toward contract conversion, higher-value partnerships, regulatory milestones and focused investment in its core Drug Substance an
Slide 15: Thank you
Thank you SCIENTIFIC AND INDUSTRIAL COMPLEX OF RESEARCH AND DEVELOPMENT CENTER MEDICAL BIOTECHNOLOGY FOR BIOTECHNOLOGICAL MEDICINAL PRODUCTS ul. gen. Mariana Langiewicza 60 ul. Fabryczna 17 95-050 Konstantynów Łódzki, Polska 90-344 Łódź, Polska +48 42 207 78 90 +48 42 290 82 10