Theracryf Plc · LSE:TCF
Theracryf — Shareholder Meeting (September 2026)
14 slides from Theracryf's shareholder meeting presentation, Sep 7, 2026
Slide 1: Improving the lives of patients with neuropsychiatric disorders
Improving the lives of patients with neuropsychiatric disorders General Meeting 7 September 2026
Slide 2: Disclaimer
Disclaimer THIS PRESENTATION AND ITS CONTENTS ARE CONFIDENTIAL AND ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART , D IRECTLY OR INDIRECTLY, IN, INTO OR FROM THE UNITED STATES OF AMERICA, CANADA, AUSTRALIA, JAPAN, NEW ZEALAND, THE REPUBLIC OF SOUTH AFRICA OR ANY JURISDICTION W
Slide 3: Introduction
Introduction Semi - virtual biotech, approaching critical milestones, with significant near - term upside potential • Diversified portfolio in neuropsychiatry • Heavily de - risked programmes with persuasive pre - clinical data • Strategy: immediately seek to partner lead assets • Lead Ox - 1 R anta
Slide 4: Post Raise Plan
Post Raise Plan Accelerate to major inflection points Runway to conclude partnering transactions on Neuropsychiatry assets Permission granted to begin clinical trials by end Q4 2026 to enhance partnering discussions • £1.05m raise • Funds preparatory activities for Phase 1 clinical trial in Australi
Slide 5: Prioritised Pipeline – Addressing the Opportunities, Seeking Out Licensing Partners
Prioritised Pipeline – Addressing the Opportunities, Seeking Out licensing Partners Orexin - 1 DAT Dopamine Modulator • Beachhead - Binge Eating Disorder (BED) • Beachhead – Fatigue in Multiple Sclerosis (MS) • Expansion opportunity - Alcohol (AUD), Cocaine (CUD) • Expansion opportunity – Other fati
Slide 6: The Problem Addressed by Orexin-1
The Problem Addressed by Orexin -1 Over 3 million annual deaths globally due to alcohol and drug use, majority men (1) Life years lost Substance abuse - 20.38 years Eating disorders – 16.64 years (3) Addictions cost Alcohol misuse Eating disorders £54bn p.a. harm costs cost UK in UK (2) the NHS £4.6
Slide 7: The Opportunity
The Opportunity Resurgence of interest in brain disease by pharma Johnson & Johnson strikes $14.6bn deal Eli Lilly to buy SiteOne for $1 billion As J&J outlines bullish pipeline for neuroscience biotech Intra - Cellular with eye on non - opioid pain drug goals, neuroscience pipeline takes a starring
Slide 8: Further Recent Validation of Commercial Interest in Orexin System
Further Recent Validation of Commercial Interest in Orexin System Lilly seals up to $7.8 billion deal for Centessa in sleep disorder bet By Sneha S K March 31, 2026 Lilly Noted: “orexin receptor biology represents one of the most compelling mechanistic opportunities in neuroscience” underscoring the
Slide 9: Mechanism & Lead Compound Profile
Mechanism & Lead Compound Profile Most selective for Ox - 1 vs Ox - 2 receptor yet developed • Orexin 1 receptor - reward, feeding behaviour and anxiety • Orexin 2 receptor - sleep/wakefulness • Overactivation of the Ox - 1 receptor - implicated in several addictive disorders, e.g. BED, AUD • Proof
Slide 10: Project Blue Use of £1.05m Proceeds
Project Blue Use of £1.05m Proceeds Regulatory submission to Australian authorities for Phase 1 study and sufficient runway to receive their response £m Item Details Runway (including BD and partnering costs) Theracryf plc G&A until end Q1 2027 allowing runway to £0.47 conclude partnering transactio
Slide 11: Share Reorganisation
Share Reorganisation ➢ Placing price of 0.18p is below the nominal price of 0.25p ➢ Company cannot issue shares below nominal price ➢ To be able to conduct the fundraise, the nominal need to be changed to be below or equal to the issue price ➢ Mechanism to do this is called sub - division ➢ Sub - Di
Slide 12: Project Blue Accelerated Timeline and Newsflow
Project Blue Accelerated Timeline and Newsflow 2026 2027 Q2 Q3 Q4 Q1 Q2 Completion of 28 - day tox Remaining studies Current Completion of 2kg Plan Ox - 1 GMP material Completion of all human trial enabling work Documentation, submission & approval of ethics application Project Establish Theracryf P
Slide 13: Summary
Summary Focus on partnering • Class leading assets in neuropsychiatry • Strategy: immediately seek to partner lead assets • Using Clinical “Go in Australia to provide leverage on Ox - 1 addiction programme • Seek to partner the MS Fatigue - targeting DAT programme at current late pre - clinical stag
Slide 14: Further, Faster
_> TheraCryf Further, Faster ()