Argenica Therapeutics Ltd · ASX:AGN
Argenica Therapeutics — Shareholder Meeting (November 2025)
28 slides from Argenica Therapeutics's shareholder meeting presentation, Nov 12, 2025
Slide 1: AGM Chair's Address & Managing Director Presentation
ASX ANNOUNCEMENT AGM CHAIR’S ADDRESS & MANAGING DIRECTOR PRESENTATION Perth, Australia; 12 November 2025 - Argenica Therapeutics Limited (ASX: AGN) (“Argenica” or the “Company”), is pleased to provide below copies of the Chair’s Address and Managing Director Presentation given at its Annual General
Slide 2: Chair's Address (continued)
activities for a Phase 2b stroke trial. This highly competitive grant serves as further validation of our science and its translation into late-stage clinical assets. Earlier this year, we reported the results from two preclinical studies of ARG-007 in a rat and a ferret model of moderate Traumatic
Slide 3: About Argenica
Terry has deep experience in banking and finance, including 25 years in senior executive roles with NAB, 7 years as MD of Bankwest and directorship roles including Westoz Investment Company, Chair of Landcorp (now Development WA) and serving as the Chancellor of Murdoch University. Terry was asked t
Slide 4: Managing Director Presentation
ARGENICA THERAPEUTICS AGM PRESENTATION ASX: AGN MANAGING DIRECTOR PRESENTATION NOVEMBER 2025 1 www.argenica.com.au
Slide 5: Disclaimer
DISCLAIMER This presentation has been prepared by Argenica Therapeutics Limited and its related entities (the “Company”) and is not an offer document. It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company
Slide 6: The Therapeutic Opportunity
NEUROPROTECTION ARGENICA THERAPEUTICS THE THERAPEUTIC OPPORTUNITY 3 www.argenica.com.au
Slide 7: Breakthrough Neuroprotective Therapy
BREAKTHROUGH NEUROPROTECTIVE THERAPY ABOUT ARG-007 MISSION Commercialise neuroprotective treatments that minimises brain damage and optimised recovery Efficacy signals in Phase 2 stroke trial following stroke & other neurological conditions ARGENICA THERAPEUTICS Clinically advanced following Phase 2
Slide 8: 2025 Achievements
2025 ACHIEVEMENTS SUCCESSFUL COMPLETION OF PHASE 2 CLINICAL TRIAL IN ACUTE ISCHAEMIC STROKE (AIS) PATIENTS ARGENICA THERAPEUTICS PRIMARY OUTCOME OF SAFETY ACHIEVED IN PHASE 2 TRIAL EFFICACY TRENDS IN SLOW COLLATERAL PATIENTS AND FUNCTIONAL OUTCOMES FURTHER SIGNIFICANT EFFICACY IN ANIMAL MODELS OF TR
Slide 9: Our Lead Indications
OUR LEAD INDICATIONS DISCOVERY PRE-CLINICAL PHASE 1 PHASE 2 PHASE 2b Efficacy Safety / Tox Safety Safety/Efficacy STROKE – ARG-007 Damage to the brain from interruption of its blood supply MOD-SEVERE TBI – ARG-007 ARGENICA THERAPEUTICS Trauma to the head or body causes a loss of consciousness HIE –
Slide 10: Key Company Metrics
KEY COMPANY METRICS $6.4M $35M +$5M CASH @ BANK 1 MARKET CAP2 NON-DILUTIVE GRANTS 3 ARGENICA THERAPEUTICS 128.1M 37% SHARES HELD BY TOP 20 + DATA SHARES ON ISSUE IN PHASE 2 STROKE TRIAL 1. Cash balance as @ 30 September 2025 7 2. Calculated with closing price on @5th November 2025 being $0.27 www.ar
Slide 11: Ischaemic Stroke Opportunity
ARGENICA THERAPEUTICS ISCHAEMIC STROKE OPPORTUNITY 8 www.argenica.com.au
Slide 12: So why are we targeting stroke first?
SO WHY ARE WE TARGETING STROKE FIRST? INCIDENCE SOCIETAL IMPLICATIONS THE IMPORTANCE OF TIME ARGENICA THERAPEUTICS 45 SECONDS ONLY 10% 1.9 MILLION How often someone will recover almost brain cells die every minute suffers an ischaemic completely, due to the extent during a stroke3 stroke in the US1
Slide 13: Target Addressable Market
Number of stroke victims each year globally 1 TARGET ADDRESSABLE 5m MARKET 4.5m 4m ~5 MILLION PEOPLE suffering from an acute ischaemic stroke globally each year1 AIS Drug Treatment market valued at $10.6 Billion by 2027 1. 3.5m ARGENICA THERAPEUTICS 3m ARG-007 clinical development initially focused
Slide 14: Phase 2 Trial Outcomes
PHASE 2 TRIAL ARGENICA THERAPEUTICS OUTCOMES 11 www.argenica.com.au
Slide 15: Successful Completion of Phase 2 Trial
SUCCESSSFUL COMPLETION OF PHASE 2 TRIAL PATIENT HAS A PATIENT IN ARRIVES AT DIAGNOSE REHAB STROKE AMBULANCE HOSPITAL STROKE TYPE THROMBECTOMY BEGINS ARGENICA THERAPEUTICS Initial screening of Administration of PATIENT OUTCOME MEASURES patients to meet inclusion 0.3mg/kg ARG-007 or Safety i.e. Advers
Slide 16: Efficacy Signals in Phase 2 Trial
EFFICACY SIGNALS IN PHASE 2 TRIAL Argenica’s Phase 2 trial for ARG-007 in AIS showed encouraging signals of efficacy 1. 2. 3. 8% 23% 15% improvement 1. 15% infarct volume (brain injury) improvement 35 improvement reduction relative to placebo in 60 50 patients with slow/poor collaterals % patietns w
Slide 17: Day to Day Functional Improvement
DAY 30 TO DAY 90 FUNCTIONAL IMPROVEMENT ARG-007 improves functional outcomes in AIS patients beyond the normal recovery, which plateaus 1. 22% 2. improvement 11% 15 differential 8 improvement differential % Patietns becoming Functionally Indepednat 6 1. 22% improvement differential: 13% 10 increase
Slide 18: Slow Collateral Patients
SLOW COLLATERAL PATIENTS – 30% OF PARTICIPANTS1 THE MOST AT-RISK PATIENTS OF VULNERABLE BRAIN TISSUE (PENUMBRA) TURNING TO INFARCT • Patients with slow/poor collaterals have highly vulnerable brain tissue that is not yet dead • This vulnerable tissue is where ARGENICA THERAPEUTICS injury cascades ar
Slide 19: Learnings from Patient Randomisation
LEARNINGS FROM PATIENT RANDOMISATION IN BLINDED RECRUITMENT CONFIRMED ASPECT ARG-007 (n=46) Placebo (n=47) SCORE Patient ASPECTS Scores 8-10 20 (43%) 27 (57%) (confirmed by central reader) 6-7 16 (35%) 14 (30%) ARGENICA THERAPEUTICS 0-5 9 (20%) 5 (11%) • Substantially more patients with severe brain
Slide 20: Post Phase 2 Strategy
POST PHASE 2 STRATEGY POST HOC ANALYSIS OF PHASE 2 DATA Identify who benefited most, and what outcome measures are most relevant. Use learnings from Phase 2 to inform Phase 2b trial design to ensure higher probability of success by focusing on the right patients and ensuring analysis of the right en
Slide 21: The Opportunity for ARG-007 in Other Indications
THE OPPORTUNITY ARGENICA THERAPEUTICS FOR ARG-007 IN OTHER INDICATIONS 18 www.argenica.com.au
Slide 22: ARG-007 Potential in TBI – Rat Data
ARG-007 POTENTIAL IN TBI – RAT DATA ARG-007 SIGNIFICANTLY REDUCES NFH PROTEIN AND APP FOLLOWING TBI2 TRAUMATIC 2000 180 BRAIN 1800 160 51% INJURY 1600 52% reduction reduction 140 1400 ARGENICA THERAPEUTICS 120 Density of NFH (mm2) Density of APP (mm2) 1200 100 1000 Estimated USD$18.6bn 80 market siz
Slide 23: ARG-007 Potential in TBI – Ferret Data
ARG-007 POTENTIAL IN TBI – FERRET DATA ARG-007 SIGNIFICANTLY REDUCES AMYLOID PRECURSOR PROTEIN (APP) AND NEUROFILAMENT M-14.9 (RMO-14) & FOLLOWING TBI1 70% 51% 75% 64% reduction reduction ARGENICA THERAPEUTICS ARG-007 was found to protect brain cells in the injured brain by significantly reducing th
Slide 24: ARG-007 Potential in HIE
ARG-007 POTENTIAL IN HIE TOTAL BRAIN INJURY AT 4 WEEK POST HIE WITH ARG-007 TREATMENT OR ARG-007 WITH STANDARD OF CARE HYPOTHERMIA3 HYPOXIC-ISCHAEMIC ENCEPHALOPATHY (HIE) ARGENICA THERAPEUTICS HIE occurs in 1.5 to 2.5 births per 10001 Current standard of care is hypothermia Awarded A$2.5m grant to a
Slide 25: FDA Has Granted ODD & RPDD Status for HIE
FDA HAS GRANTED ODD & RPDD STATUS FOR HIE1 Food and Drug Administration (FDA) has granted Orphan Drug Designation (ODD) and Rare Pediatric Disease Designation status to ARG-007 and ARG- 006 for the treatment of Hypoxic Ischaemic Encephalopathy (HIE). ARGENICA THERAPEUTICS ODD qualifies AGN for incen
Slide 26: 2026 Will Focus on Clinical Execution
2026 WILL FOCUS ON CLINICAL EXECUTION Our core areas of focus will be: ARGENICA THERAPEUTICS Completion of data package required to open Investigational New Drug Application with FDA for stroke trial Refreshed AIS Clinical Development Strategy Investigational New Drug Application Open Initiation of
Slide 27: Argenica Board
ARGENICA BOARD ARGENICA THERAPEUTICS Dianne Angus Dr Liz Dallimore Dr Jeannie Joughin Dr Mark Etherton Terry Budge Non-Executive Chairman Managing Director Non-Executive Director Non-Executive Director Non-Executive Director • Senior executive within the • Over 20 years' experience in • Experienced
Slide 28: For Further Information Please Contact
ARGENICA THERAPEUTICS For further information please contact: Dr Liz Dallimore CEO & Managing Director E: info@argenica.com.au 25 www.argenica.com.au
Argenica Therapeutics — Shareholder Meeting (November 2025) on 6ix