Dimerix Limited · ASX:DXB
Dimerix — Shareholder Meeting (November 2025)
22 slides from Dimerix's shareholder meeting presentation, Nov 18, 2025
Slide 1: Chair's Address – 2025 Dimerix Annual General Meeting
For Immediate Release CHAIR’S ADDRESS – 2025 DIMERIX ANNUAL GENERAL MEETING 18 November 2025 Ladies and gentlemen, The 2024–25 Financial Year has been another pivotal period for Dimerix, building on the achievements of the prior year. We continued to advance our lead program, DMX-200, through the Ph
Slide 2: Chair's address closing and contacts
On behalf of the Board, I thank Dr Nina Webster and the entire Dimerix team for their commitment and operational execution, as well as our dedicated shareholders, partners, investigators, and the FSGS community for their continued support. Together, we are driving toward a future where Dimerix deliv
Slide 3: Company Review – AGM 2025
For personal use only COMPANY REVIEW AG M 2 0 2 5 D R N I N A W E B ST E R CEO & MANAGING DIRECTOR
Slide 4: Forward looking statements
Forward looking statements This presentation includes forward-looking statements that are subject to risks and uncertainties. For personal use only Although we believe that the expectations reflected in the forward-looking statements are reasonable at this time, Dimerix can give no assurance that th
Slide 5: Corporate overview
Corporate overview S H A R E P R I C E Ticker Symbol ASX: DXB For personal use only Cash Balance (Sep25) $49.2 million Market Capitalisation1 ~$288 million Share price1 $0.48 Total ordinary shares on issue1 600,396,776 Average Daily Liquidity by value for $0.8 million past 30 trading days2 S UBSTA N
Slide 6: FY25 key company metrics
FY25 key company metrics Cash reserve at June 2025 FY25 portfolio For personal use only • Strong cash position $68.3 investment million • Clear strategic plan $27.3 FY25 license fee million • Experienced team income received $55.2 • Excellent commercial partnerships million Corporate & $4.3 administ
Slide 7: Dimerix board
Dimerix board For personal use only Mark Diamond Nina Webster Hugh Alsop Sonia Poli Clinton Snow BSc, MBA PhD, MBA, M.IP.Law BSc (Hons), MBA PhD BEng (Hons), BCom Non-Executive Chairman CEO & Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Previous experience:
Slide 8: Key achievements FY25 & potential FY26 catalysts
Key achievements FY25 & potential FY26 catalysts 1 2 DMX-200 licensed in US for up to ~AU$940 million1 Outcome of PARASOL working group analysis8 For personal use only FDA feedback on 12-month data to support endpoints FY 2025 DMX-200 licensed in Japan for up to ~AU$107 million2 FY 2026 anticipated
Slide 9: Focal Segmental Glomerulosclerosis
For personal use only FOCAL SEGMENTAL GLOMERULOSCLEROSIS
Slide 10: Cycle of damage in glomerular diseases
Cycle of damage : in glomerular diseases Existing blood pressure medication What is FSGS? For personal use only Kidney vessels have to work harder under high pressure DMX-200 Focal = some 1 Segmental = sections High blood pressure causes hyperfiltration Glomerulo = of the kidney filtering units with
Slide 11: Measuring kidney damage – surrogate endpoints
Measuring kidney damage – surrogate endpoints 1. Estimated glomerular filtration rate (eGFR) 2. Proteinuria For personal use only Treatments, such as DMX-200, aim to bring the FSGS slope back up: • A healthy kidney is a good filter and allows little to no protein • can add years to the life of the i
Slide 12: DMX-200: Phase 2 met primary and secondary endpoints
DMX-200: Phase 2 met primary and secondary endpoints Clinically meaningful outcomes achieved for patients,2,3 with no safety issues For personal use only Average reduction of 17% in proteinuria after 16 weeks treatment on DMX-200 versus placebo1 “Any reduction in proteinuria could yield years of pre
Slide 13: Phase 3 Clinical Trial Status
For personal use only PHASE 3 CLINCIAL TRIAL STATUS
Slide 14: Phase 3 clinical trial
phase 3 clinical trial A randomised, double-blind, multi-centre, placebo-controlled study of renal outcomes of DMX-200 in patients with FSGS receiving an ARB ~286 271 60 For personal use only Total number of adult patients Patients recruited, randomised Patients enrolled over into required - anticip
Slide 15: Blinded analysis process
Blinded analysis process PARASOL collaboration: observational data analysis of major renal registries completed1,2 • results of this analysis are generally consistent with the broader PARASOL analysis conducted in 2024 For personal use only • potential relationship between proteinuria at 12 months a
Slide 16: Commercialisation Status
For personal use only COMMERCIALISATION STATUS
Slide 17: Rare kidney disease – a potential growth market
Rare kidney disease – a potential growth market Biopsy 7 per 1,000,000 FSGS is the most DMX-200 For personal use only frequent primary FSGS diagnosis driven by glomerular disease Commercial rates of biopsy - growth Global incidence rate of that reaches end-stage manufacturing sites potential as biop
Slide 18: Competitive landscape in FSGS
Competitive landscape in FSGS No approved therapies for FSGS Low competition For personal use only DMX-200 is the only inflammatory modulator in development Phase 1 Phase 2 Phase 3 Company DMX-200 Inflammatory modulator Sparsentan AT1R/ETAR dual inhibitor – Failed Phase 3 eGFR endpoint: resubmitted
Slide 19: Summary of licensing deals for DMX-200 to date
Summary of licensing deals for DMX-200 to date Licensing deals collectively Dimerix has successfully partnered DMX-200 across key markets valued up to ~AU$1.4 billion For personal use only 1 2 3 4 in total upfront and potential milestone fees plus royalties1 United States EU, CA, AU, NZ GCC, Iraq Ja
Slide 20: Growth strategy
Growth strategy For personal use only Deliver ACTION3 Phase 3 Expand global commercial Advance pipeline clinical trial partnerships development • Complete recruitment for FSGS • Build on existing licensing • Identify and progress new assets in • Maintain regulatory engagement agreements and relation
Slide 21: Achievements and potential catalysts
Achievements and potential catalysts 1 2 3 For personal use only Q1/Q2 Q3/Q4 Potential 2025 2025 upside DMX-200 licensed in US for up to ➢ Outcome of PARASOL working group analysis received 8 ➢ Additional licensing partners for DMX- ~AU$940 million1 October 20255 200: Dimerix continues to pursue DMX
Slide 22: Well positioned to deliver against strategic plan
(ASX:DXB) For personal use only W E L L P O S I T I O N E D TO D E L I V E R AGA I N ST ST R AT EG I C P L A N ESG Statement Dimerix is committed to integrating Environmental, Social and Governance (ESG) considerations across the development cycle of its programs, processes and decision making. The