Acrux Limited · ASX:ACR
Acrux — Shareholder Meeting (November 2025)
15 slides from Acrux's shareholder meeting presentation, Nov 25, 2025
Slide 1: Annual General Meeting 2025
Annual General Meeting 2025 Acrux Ltd (ASX:ACR) | 25 November 2025 Acrux Ltd (ASX:ACR) | Annual General Meeting | 25 November 2025 1
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, ‘estimates’, ‘expects’, or ‘intends’ and other similar words that involve risks and uncertainties. These statements are based on an assessment of present economic and op
Slide 3: John Warmbrunn, CEO & Managing Director
John Warmbrunn B.Sc. M.B.A. G.A.I.C.D CEO & Managing Director Appointed June 2025 Acrux Ltd (ASX:ACR) | Annual General Meeting | 25 November 2025 3
Slide 4: Our Vision & Mission
Our Vision & Mission Our Mission Our Vision Economic value at Acrux is created by talented people who Acrux is a dynamic effectively develop and Australian drug delivery commercialise healthcare company developing and products using invented or commercialising patient acquired technologies preferred
Slide 5: Our Blockbuster Heritage
Our Blockbuster Heritage Acrux Platform Applicator + Delivery Method Axiron® + 2000 2001 2002 2005 2006 US approval Enhancers in 2010 Drug Development Pedigree + ® Substantial Knowhow and IP ® ® References: Bloomberg; Pharma Letter; Sydney Morning Herald; Company Data Acrux Ltd (ASX:ACR) | Annual Ge
Slide 6: Finding a Blockbuster Sequel
Finding a Blockbuster Sequel What I expected to find: Generic What I actually found: Extensions and Knowhow Hormone Replacement Therapy (HRT) Acrux Ltd (ASX:ACR) | Annual General Meeting | 25 November 2025 6
Slide 7: Design capabilities, intellectual property, and knowhow accumulated over 25 years
Design capabilities, intellectual property, and knowhow accumulated over 25 years Innovative Skin Delivery Generics Strategy Innovative Skin Delivery Technology (focus for past decade) Technology • Innovation • Innovation Innovation • Devices • Devices Devices • Registration • Registration Registrat
Slide 8: Near Term Focus: Strategic Review
Near Term Focus: Strategic Review 3 complimentary, strategic pathways progressing Broadening commercialised portfolio to global markets Generics Strategy Development portfolio Investment milestones FDA/EU/TGA Size of opportunity pathways for HRT Regulatory hurdles Technical assessment Technology pat
Slide 9: Developing Parallel Strategies
Developing Parallel Strategies Strategic Review Completed Activities Upcoming Activities Commercialisation of 5 x commercialised products Expand into development portfolio Generics Development portfolio pipeline international markets Strategy Licensing Registration R&D Tech Transfer Define FDA Clini
Slide 10: Successfully Bringing Generics to Market
Successfully Bringing Generics to Market First licenced product in Saudi Arabia Powerful partnerships FDA registered products commercialised in the US Proven product Nitroglycerine 0.4% ointment launched portfolio Dapsone 5% gel launched Infrastructure Dapsone 7.5% gel launched & capabilities Priloc
Slide 11: Generic Market Trends
Generic Market Trends US generic marketplace trends • Incursion by mainstream and specialist generic companies Current strategy • Market advantage more difficult targets niche to achieve categories (US • More competition suppressing topical generics) average selling prices with high barriers to entr
Slide 12: International Portfolio Realisation
International Portfolio Realisation Our regulatory skills and knowledge UK IRL pathway offers support future, global registrations. faster and more certain Leverages FDA registration. Saudi Arabia example registration pathway of local partners ability to leverage FDA registration Leverage existing F
Slide 13: Generic Portfolio Revenue Performance
Generic Portfolio Revenue Performance License revenue from Generic Portfolio ($m) $0.863m License revenue in +449% y-o-y Q1 2026 is greater than all of FY2025 FY25 FY26 Q1 Q2 Q3 Q4 Acrux Ltd (ASX:ACR) | Annual General Meeting | 25 November 2025 13
Slide 14: Summary
Summary Broadening New applications New strategy Consideration for topical generics of Acrux R&D being validated balancing capital licensing is under review to prioritise between generating global options generics and revenue other strategic options Acrux Ltd (ASX:ACR) | Annual General Meeting | 25
Slide 15: Connect with us
Connect with us info@acrux.com.au www.acrux.com.au +61 3 8379 0100 Acrux Ltd (ASX:ACR) | Annual General Meeting | 25 November 2025 15