Immuron Limited · ASX:IMC
Immuron — Emerging Growth Conference (October 2026)
13 slides from Immuron's conference presentation, Oct 28, 2026
Slide 1: Investor Presentation
11 28 OCTOBER 2026 INVESTOR PRESENTATION Steven Lydeamore - CEO NASDAQ: IMRN ASX: IMC
Slide 2: Safe Harbor Statement
Certain statements made in this presentation are forward-looking statements and are based on Immuron's current expectations, estimates and projections. Words such as "anticipates," "expects," "intends," "plans," "believes," "seeks," "estimates," "guidance" and similar expressions are intended to ide
Slide 3: Immuron company overview and financial snapshot
Immuron Ltd is an Australian integrated biopharmaceutical company with global scale, focused on developing, and commercialising, oral products for the treatment of gut mediated diseases Research & Development 2 pipeline assets to be partnered for development and commercialization Global footprint Au
Slide 4: FY26 Financial Achievements
4 FY26 Financial Achievements Global Sales Revenue $7.7m Up 6% Australian Sales Revenue $5.8m Up 10% United States Sales Revenue $1.8m Up 7% Up 13% in $USD Gross Profit Margin 64.5% 0.9% decline1 Net Profit $(3.8)m $1.4m improvement Cash $9.0m $6.2m2 improvement 1. Gross Profit Margin was slightly l
Slide 5: FY26 Clinical Achievements and Operational Highlights
5 FY26 Clinical Achievements and Operational Highlights FDA approval IMM-529 IND Travelan® n=851 trial completed New U.S. Department of Defense subaward New product launch in Australia Engaged Pullan Consulting to support partnering IMM-529 Strategic reset aimed at profitability and reduced cash bur
Slide 6: Continued strong sales growth
6 Continued strong sales growth Global + Q1 FY27 AUD$2.2 million up 9% on prior year Australia + Q1 FY27 AUD$1.8 million up 14% on prior year North America + Q1 FY27 AUD$0.4 million down 9% on prior year + USA Q1 FY27 AUD$0.3 million down 19% on prior year + Canada Q1 FY27 AUD$0.1 million up 286% on
Slide 7: FY27 Outlook
7 FY27 Outlook Continued Travelan® sales growth Portfolio expansion Geographic sales expansion Partnering update for IMM-529 Cash to fund operations through FY27 – FY28 Continued improvement in profitability and reduced cash burn
Slide 8: Immuron strategic reset provides clearer path to profitability
8 Immuron strategic reset provides clearer path to profitability Immuron has taken a strategic decision to partner clinical assets IMM-124E and IMM-529 for development and commercialization. • IMM-124E is eligible for an end of Phase 2 meeting with the U.S. FDA (indication: traveler's diarrhea) • Lu
Slide 9: IMM-529: A First-in-Class Triple-Action CDI Biologic
9 IMM-529: A First-in-Class Triple-Action CDI Biologic The Opportunity: IMM-529 is an oral, non-systemic biological (hyperimmune bovine colostrum) for treatment and prevention of primary and recurrent Clostridioides difficile infection (CDI). Unlike antibiotics, IMM-529 eliminates the pathogen witho
Slide 10: IMM-529 Market Potential
10 IMM-529 Market Potential The Disease: C. difficile is the leading cause of healthcare-associated infection causing 400,000 cases and 30,000 deaths in the US annually Disease spectrum: • Mild-to-moderate: Watery persistent diarrhea, cramping • Severe/Pseudomembranous Colitis (PMC): Colon wall plaq
Slide 11: IMM-529 Deal Potential
11 IMM-529 Deal Potential Year Licensor / Asset Owner Licensee / Acquirer Licensed Asset Financial terms (public) Stage at deal Status update (as of March 2026) 2024 Seres Therapeutics Nestlé Health Science VOWST (SER-109) business (oral microbiota spores) Asset sale signed Aug 2024 (public reportin
Slide 12: Institutional Investor Snapshot
IMMURON LIMITED (ASX:IMC / Nasdaq:IMRN) | Institutional Investor Snapshot FY2026 Revenue A$7.7m FY26 +6% YoY Market Cap. A$12.91m 26 October 2026 Cash A$9.0m @30 June 26; 24-month runway Pipeline 2 Assets Partnering focus Investment Thesis • Commercial-stage biotech with recurring OTC revenue • Prop
Slide 13: Contact Information
EMAIL: STEVE@IMMURON.COM PHONE: AUSTRALIA: +61 438 027 172 STEVEN LYDEAMORE CHIEF EXECUTIVE OFFICER IMMURON LIMITED CONTACT INFORMATION: