Palvella Therapeutics, Inc. · NASDAQ:PVLA
Palvella Therapeutics — Q2 2025 Earnings Presentation
12 slides from Palvella Therapeutics's earnings presentation, Aug 14, 2025
Slide 1: Q2 2025 Financial Results & Corporate Update
First-in-disease therapies for patients with rare genetic skin diseases Q2 2025 Financial Results & Corporate Update August 14, 2025
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements of Palvella Therapeutics, Inc. (the Company”) within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some case
Slide 3: Multiple High-Impact Near-Term Milestones by Q1 2026
Multiple High-Impact Near-Term Milestones by Q1 2026 Phase 3 data in microcystic LMs (Q1:26) – exceeded enrollment target Phase 2 data in cutaneous VMs (Q4:25) Additional mTOR-driven indication for QTORINTM Rapamycin (2H:25) New QTORINTM Program (2H:25) QTORINTM QTORINTM PLATFORM QTORINTM 3.9% rapam
Slide 4: QTORIN Rapamycin: Potential To Be First FDA-Approved Therapy for Serious, Rare, Lifelong Disease
QTORINTM Rapamycin: Potential To Be First FDA-Approved Therapy for Serious, Rare, Lifelong Disease Phase 3 data in microcystic LMs (Q1:26) – exceeded enrollment target Key presentations and posters at major scientific meetings SID poster supports > 30,000 estimated diagnosed prevalence and > 1,500 a
Slide 5: QTORIN Rapamycin: Potential First FDA-Approved Therapy for Chronically Debilitating Disease
Phase 2 data in cutaneous VMs (Q4:25) Large growing base of real-world evidence supporting off-label systemic rapamycin as targeted therapy for internal venous malformations QTORINTM Rapamycin: Potential To Be First FDA-Approved Therapy for Serious, Rare, Chronically Debilitating Disease Phase 2 TOI
Slide 6: QTORIN Rapamycin Targets Cutaneous Venous Malformations: On Target, In Tissue
Epidermis Dermis Subcutaneous / Internal VM Cutaneous VM Bleeding, thrombosis, ulceration, disfigurement, and proliferation can significantly impact patient QoL QTORINTM Rapamycin Targets Cutaneous Venous Malformations: On Target, In Tissue
Slide 7: QTORIN Pipeline Development
QTORINTM Pipeline Development
Slide 8: QTORIN Rapamycin: "Pipeline-in-a-Product" to Address Broad Range of mTOR-Driven Skin Diseases
QTORINTM Rapamycin: “Pipeline-in-a-Product” to Address Broad Range of mTOR-Driven Skin Diseases Larger, controlled studies are needed to define optimal concentrations, formulations, and dosing schedules. “ “ >25 mTOR-driven skin diseases Vascular anomalies, genodermatoses, non-vascular neoplasms, an
Slide 9: Key Value Drivers from Pipeline Programs in Second Half of 2025
Key Value Drivers from Pipeline Programs in Second Half of 2025 Additional mTOR-driven indication for QTORINTM Rapamycin (2H:25) New QTORINTM Program (2H:25) QTORINTM QTORINTM PLATFORM QTORINTM 3.9% rapamycin anhydrous gel QTORINTM 3.9% rapamycin anhydrous gel is for investigational use only and has
Slide 10: Financial Update
Financial Update THERAPEUTIC
Slide 11: Q2 2025 Financial Highlights and 2025 Outlook
Q2 2025 Financial Highlights and 2025 Outlook ~2 years Runway into 2H 2027 $70.4 million Cash at 6/30/2025 $9.3 million R&D + G&A expenses in Q2 2025 ~$55 million Projected cash at year end June 2025 Update Strong Cash Position Palvella added to Russell 2000® & Russell 3000®
Slide 12: Q&A
Q&A Striving to be first for rare disease patients
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