Dimerix Limited · ASX:DXB
Dimerix — Shareholder Meeting (October 2024)
24 slides from Dimerix's shareholder meeting presentation, Oct 1, 2024
Slide 1: Chairman's Address – 2024 Dimerix Annual General Meeting
For Immediate Release CHAIRMAN’S ADDRESS – 2024 DIMERIX ANNUAL GENERAL MEETING 01 October 2024 Ladies and gentleman, The 2023-24 Financial Year was the most transformational in our company’s history having reported positive results from our first interim analysis of the Phase 3 ACTION3 clinical tria
Slide 2: Chair's closing thanks and contact details
On behalf of the Board, I would like to take this opportunity to thank Dr Nina Webster and the whole Dimerix team for the very significant progress made to date which has Dimerix well placed to achieve on its strategic goal and vision of bringing a potentially life changing therapy to a patient grou
Slide 3: Dr Nina Webster, CEO & Managing Director
DR NINA WEBSTER CEO & MANAGING DIRECTOR @ Dimerix
Slide 4: Forward looking statements
Forward looking statements nis presentation includes forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks on important factors that may cause the actual results, performance or achievements of Dimerix to be materially different from
Slide 5: Corporate overview
Corporate overview Ticker Symbol ASX: DXB (hart generate on 30/9202 10 woo Joao Cash Balance (Jun24)* ~A$221 million Fae lox0 aaa canna | ee Market Capitalisation? ~A$209 million t— Share price’ ~A$0.38 vou | lou zou Total ordinary shares on issue? 557,031,300 Average Daily Liquidity by value for pa
Slide 6: FY24 key company metrics
FY24 key company metrics * Strong cash position = Clear strategic plan Cc O° Experienced team . . : Cash reserve FY24 portfolio Other costs FY24 license fee g Excellent commercial partnerships ianesetiasi ean S $221 $21.1 $3.1 $11.4 = million million million million © Cc je) i) — (0) [ok — je) LL sc
Slide 7: Board and management
For personal use only Mark Diamond Nina Webster Hugh Alsop Sonia Poli Clinton Snow BSc, MBA PhD, MBA (Exec), 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 Antisense, Faulding (Pfizer)
Slide 8: Follow on indications under investigation
For personal use only ® Follow on indications under investigation
Slide 9: Key achievements FY24 & potential FY25 catalysts
Key achievements FY24 & potential FY25 catalysts For personal use only Successfully executed Europe/CA/ANZ Licensing deal ACTION3 IND Approved in China Activated first paediatric site Potential catalysts prior to 2025 AGM Successful Phase 3 Interim Analysis Recruited 1st patient in Open Label Extens
Slide 10: Focal Segmental Glomerulosclerosis
OCAL ~EGMENTAL LOMERULO-CLEROSIS @ Dimerix
Slide 11: Focal Segmental Glomerulosclerosis (FSGS)
Focal Segmental Glomer ulosclerosis (FSGS) GS? Focal =some Segmental = sections Glomerulo = of the kidney filtering units Sclerosis = are scarred How do you asure kidney function? Historically, measured using “hard” endpoints for kidney disease (kidney failure) -which may not be reached for decades!
Slide 12: Why are kidneys important? Symptoms of proteinuria
Why are kidneys important? Symptoms of proteinuria For personal use only • • • ➢
Slide 13: Significance of stabilising eGFR curve: primary endpoint
Significance of stabilising eGFR curve: primary endpoint Natural aging kidney * Kidney function can be measured using estimated function slope" = P glomerular filtration rate (eGFR): fo) o how many millilitres of blood is filtered by the oO” FSGS slope — kidney kidney per minute n function is crashi
Slide 14: Phase 3 trial met primary and secondary endpoints
Phase 2 trial met primary and secondary endpoints Of - : . A ‘ ‘ ae 7 Clinically meaningful outcomes achieved for patients,? with no safety issues atgre om Gi q 12) > y reduction in —_ 6 proteinuria could yield years oO _ VK of preserved native kidney Cc iL function and delay the [e) &. 4: onset of
Slide 15: For personal use only
For personal use only
Slide 16: Background, Phase 3 trial timeline, Open Label Extension
For personal use only Background Phase 3 Trial Timeline Open Label Extension • • •
Slide 17: For personal use only
For personal use only • • • • • • •
Slide 18: For personal use only
For personal use only
Slide 19: FSGS market size
FSGS market GS Market Size Multi-billion dollar market potential Region Estimated 9 (2022) US 85,342! Licensed EU/UK 85,014! 7 major markets (MM) Japan 32,644! we NS China >100,0002 Ss Market size of other regions including LATAM and MENA also available D peas o a. _ a _ > Example pricing for other
Slide 20: Inflammatory modulator
For personal use only Inflammatory modulator
Slide 21: Summary of DMX-200 licensing deals
Summary of DMX-200 licensing deals Dimerix has validated the technology! and proven its ability to licence multiple territories, with more deals anticipated Summary ADVANZ & PHARMA pear) Other Licensing Deals (incl. US & China) For personal use sales Escalating mid-teen-20% EEA, Canada, Switzerland,
Slide 22: Global partnering availability
Global partnering availability + Potentially for multiple es ade ‘ ADVANZ agreements globally 12) Ral ¢ Major opportunity targets for DXB Y) — oD include US & China underway across multiple regions Hy Be a Wy ‘i + Partnering discussions already Available for licensing @ Dimerix
Slide 23: Key investment highlights
Key investment highlights For personal use only Global phase 3 trial underway Strong cash position Successful Phase 3 interim analysis Further licensing agreements anticipated 83% recruited for Part 2 analysis 2 Licensing deals successfully executed 2°¢ interim analysis anticipated “mid CY2025 0 app
Slide 24: Dimerix contact details
A biopharmaceutical company developing innovative new therapies in areas with unmet medical needs, with a core focus on inflammatory kidney diseases. > TO DELIVER AGAINST STRATEGIC PLAN Dimerix HQ 425 Smith St, Fitzroy 3065 Victoria, Australia T. 1300 813 321 E. investor@dimerix.com Dimerix 22