Recce Pharmaceuticals Ltd. · ASX:RCE
Recce Pharmaceuticals — Investor Presentation (June 2026)
50 slides from Recce Pharmaceuticals's investor presentation, Jun 26, 2026
Slide 1: Commercialising a New Class of Synthetic Anti-Infectives
For personal use only Commercialising a New Class of Synthetic Anti-Infectives ASX:RCE | FSE:R9Q June 2026 0
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only Disclaimer This presentation is dated June 2026 and has been prepared by Recce Pharmaceuticals Limited (ACN 124 849 065) (“Recce” or the “Company”) in connection with the institutional placement of new fully paid ordinary shares (“New Shares”) in
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only Not Financial Product Advice This presentation does not, and does not purport to, contain all the information necessary to make an investment decision, is not intended as investment or financial advice (nor tax, accounting or legal advice) or any
Slide 4: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only Past Performance No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by
Slide 5: Executive Summary
Executive Summary Commercialising a new class of synthetic anti-infectives For personal use only • Recce Pharmaceuticals Limited (Recce or the Company) is developing a New Class of Synthetic Anti-Infectives with the potential to overcome antibiotic-resistant Overview of superbugs – the challenge of
Slide 6: Company Overview
For personal use only Company Overview 5 Recce Pharmaceuticals Limited (ASX:RCE) | Equity Raising Presentation | 5
Slide 7: Recce Pharmaceuticals – Company Overview
Recce Pharmaceuticals – Company Overview Recce Pharmaceuticals is a leading, Australian anti-infective company approaching near term commercialisation milestones For personal use only Products address the global healthcare crisis of antibiotic resistance: working faster than traditional antibiotics
Slide 8: The Advantages of a New Class of Antibiotics
The Advantages of a New Class of Antibiotics For personal use only Recce is on-track to be the only global clinical stage company whose drug is shown to be efficacious against the full suite of ESKAPE pathogens Unprecedented, broad-spectrum activity against Gram-positive and Gram-negative bacteria U
Slide 9: Large Addressable Market
Large Addressable Market The global diabetic foot infection (DFI) market represents a substantial burden on global healthcare systems For personal use only US$5.8B Est. global DFI INDONESIA MENA GLOBAL treatment market1 >20 million >84 million >589 million adults in Indonesia with adults in MENA reg
Slide 10: Program Pipeline driven by 1st approval in Diabetic Foot Infections
Program Pipeline* driven by 1st approval in Diabetic Foot Infections 2026 2027 2028 2029 2030 For personal use only Phase 3 Interim Data Reado ut R327 Topical - 155 patients Positive Indonesian Phase 3 Clinical Trial data readouts, together with Diabetic Foot Ulcer Infection GEL INDONESIA/ASEAN subs
Slide 11: Program Pipeline for 2026
Program Pipeline for 2026 Various indications and upcoming inflection points For personal use only • Approval received from the Indonesian Drug and Food Regulation Authority, Badan POM, to initiate its Registrational Phase 3 clinical trial in Indonesia • ABSSSI includes postoperative infection, woun
Slide 12: Middle Eastern Pharmaceutical Company Term Sheet
Middle Eastern Pharmaceutical Company Term Sheet Recce has signed a non-binding term sheet with a leading Middle Eastern Pharmaceutical Company for a 10-year exclusive For personal use only multi-country licensing agreement for the licensing of R327G through the MENA region Term Sheet Highlights • T
Slide 13: Company Overview
Company Overview Recce Pharmaceuticals Ltd is a clinical-stage biotech company with a new class of novel synthetic anti-infectives For personal use only Capital Structure – June 2026 RCE Share Price and Volume Chart – 12 Months (price shown in AUD) ASX & FSE Code RCE, R9Q $0.80 1,200,000 Share Price
Slide 14: Board and Management Structure
Board and Management Structure Dr John Prendergast – Chairman Michele Dilizia – Executive Director & Chief Scientific Officer For personal use only BSc (Hons), MSc (UNSW), PhD (UNSW), CSS (HU) BSc (Med Sci), Grad Dip Bus (Mkting), BA (Journ), GAICD, MASM US-based, current Chairman and Co-founder of
Slide 15: RECCE Synthetic Anti-Infective
For personal use only RECCE® 327 Synthetic Anti-Infective 14 Recce Pharmaceuticals Limited (ASX:RCE) | Equity Raising Presentation | 14
Slide 16: Independent Study Undertaken on RECCE MoA
Independent Study Undertaken on RECCE® 327 MoA1 Linnaeus Biosciences MoA studies of R327 For personal use only Novel mechanism which targets rapid access to and shut down of bacterial energy production (ATP), which results in bacterial death of both active and resting bacteria. Stage 2 Stage 4 Stage
Slide 17: R327 Faster Acting Than Existing Antibiotics
R327 Faster Acting Than Existing Antibiotics No Prolonged Exposure Needed For personal use only R327 is faster-acting against bacteria than other antibiotics – works quickly, without prolonged cellular exposure times required of other antibiotics (extended exposures commonly associated with systemic
Slide 18: RECCE – Global Recognition
RECCE® 327 – Global Recognition R327 added to World Health Organization’s List of Antibacterial Products in Clinical Development For personal use only • Global recognition by the World Health Organization (WHO) – inclusion underscores significance of R327 in combating antimicrobial resistance. • Uni
Slide 19: RECCE Maintains Activity
RECCE® 327 Maintains Activity For personal use only Amoxicillin loses activity after a maximum of 8 repeats; RECCE® 327 remains active for more than 25 repeats 25 repeats at time of discovery was sufficient for PCT patent applications, with no sign of resistance. Number of repeats before displaying
Slide 20: Bactericidal Effect of RECCE on ESKAPE Pathogens
Bactericidal Effect of RECCE® 327 on ESKAPE Pathogens For personal use only E. faecium ATCC 19434 S. aureus ATCC 29213 K. pneumoniae ATCC 43816 A. baumannii ATCC 17978 P. aeruginosa ATCC 27853 Enterobacter cloacae ATCC 13047 • Average time-kill curves of R327 at various concentrations against strain
Slide 21: RECCE Topical Gel
For personal use only RECCE® 327 Topical Gel 20 Recce Pharmaceuticals Limited (ASX:RCE) | Equity Raising Presentation | 20
Slide 22: RECCE Topical Gel
RECCE® 327 Topical Gel First-Line Local Treatment for Infected Wounds For personal use only No Pathogen Identification Required* Rapid Clinical Response* • Applied directly to infected tissue • Clinical and TGA Special Access Scheme use demonstrates visible reduction in • Localised antimicrobial act
Slide 23: DFIs: Addressing a High-Burden Infection Setting
DFIs: Addressing a High-Burden Infection Setting For personal use only DFIs are complex infection Local infection RECCE® 327G was designed environments management in DFIs with DFI complexity in mind • Compromised blood flow, impaired • Direct delivery of anti-infective • Designed for direct applicat
Slide 24: Patient Case Studies
Patient Case Studies Applications of R327 are well tolerated, safe and show clear and substantial signs of improvement within days of treatment For personal use only Day 0 Day 7 Day 0 Day 14 Significant bacterial infection Redness and Swelling Day 0 – Recce treatment Day 7 – Recce treatment Day 0 –
Slide 25: Phase II ABSSSI Clinical Trial
Phase II ABSSSI Clinical Trial Achieved all Endpoints For personal use only Study: Phase II study as an open-label clinical trial evaluating the safety and tolerability, efficacy, and plasma pharmacokinetics of R327G when applied directly to the infected area NOT FOR RELEASE TO US WIRE SERVICES OR D
Slide 26: Registrational Phase Clinical Trial - Indonesia
Registrational Phase 3 Clinical Trial - Indonesia Study Title: Phase 3, Double-blind, Placebo-Controlled Study of R327 Topical Gel for the Treatment of Diabetic Foot Ulcer For personal use only Infections Population Up to 310 participants will Intervention be enrolled who present with a mild diabeti
Slide 27: Registrational Phase Clinical Trial - Indonesia
Registrational Phase 3 Clinical Trial - Indonesia Phase 3, Double-blind, Placebo-Controlled Study of R327 Topical Gel for the Treatment of Diabetic Foot Infections For personal use only Timeline 2026 2027 Phase 3 Interim Data Readout - 155 patients R327 Topical Diabetic Foot Ulcer Infection GEL Indo
Slide 28: Registrational Phase Clinical Trial - Australia
Registrational Phase 3 Clinical Trial - Australia Randomised, Double-blind, Placebo-Controlled Study of R327 Topical Gel for the Treatment of Diabetic Foot Infections For personal use only Timeline 2026 2027 2028 R327 Topical Phase 3 R327G Additional Registrational Clinical Trials and Interim Regist
Slide 29: Clinical Programs
For personal use only RECCE® 327 Clinical Programs 27 Recce Pharmaceuticals Limited (ASX:RCE) | Equity Raising Presentation | 27
Slide 30: RECCE Summary Results – Phase I – Complete
RECCE® 327 Summary Results – Phase I – Complete Double-blind, Placebo-controlled, Single Ascending-dose, Safety and Pharmacokinetic Study in Healthy Participants For personal use only ✓ Safe and well tolerated at doses up to 6,000mg given as a 1-hour intravenous infusion; ✓ No Serious Adverse Events
Slide 31: RECCE Concentrates Safely in the Urine
RECCE® 327 Concentrates Safely in the Urine For personal use only Concentration of R327 Ratio Urine/Plasma in Urine Compared to Plasma 16x 17x 14x 9x In over 60 21x healthy subjects 16x – R327 primary route of elimination appears to be through – Opportunities for therapeutic use in array of UTIs the
Slide 32: RECCE Kills Quickly in the Urine
For personal use only RECCE® 327 Kills Quickly in the Urine E. coli ATCC 25922 Treated with RECCE® 327 in Urine • R327 in the presence of human urine was able to have 10.00 a fast (near minutes) effect against E. coli 9.00 • Bacteria could not be revived post-treatment Viable Bacteria (log CFU/ml) 8
Slide 33: Phase I/II UTI/Urosepsis Rapid Infusion Clinical Trial
Phase I/II UTI/Urosepsis Rapid Infusion Clinical Trial UTIs are responsible for about 30% of all sepsis infections, defined as ‘Urosepsis’ For personal use only Clinical Trial Complete R327 has achieved multiple ‘fast infusion’ time stamps in line with intended future Assessment Assessing R327 at fa
Slide 34: Commercialisation Opportunity
For personal use only Commercialisation Opportunity Recce Pharmaceuticals Limited (ASX:RCE) | Equity Raising Presentation | 32
Slide 35: High-Impact Market, Accelerated Regulatory Pathway
Phase I/II UTI/Urosepsis Rapid Infusion Clinical Trial For personal use only High-Impact • ~20M people living with diabetes Market • In Indonesia, DFIs are severe in 67.1% of hospitalised cases and result in amputation in 46.9% of patients1. • In-hospital treatment costs averaging IDR 64.95 million
Slide 36: Recce Global Growth Strategy
Recce Global Growth Strategy Indonesian regulatory approval serves as a foundation for a cascading global approval strategy across multiple regions For personal use only Expansion into Expansion across Expansion to Global Approvals ASEAN & MENA Australia/NZ USA/DoD Gel IV Aerosol New Products and DF
Slide 37: US Department of Defense CRADA
US Department of Defense For personal use only Cooperative Research and Development Agreements (CRADA) U.S. Department of Defense Congressionally Directed CRADA with the U.S. CRADA with the U.S. Army Medical Research Program Army Research Institute Institute of Surgical (CDMRP) of Infectious Disease
Slide 38: Manufacturing & Scalability
Manufacturing & Scalability Manufacturing facility in Sydney’s Macquarie Park For personal use only Raw materials No expensive waste Automated manufacture process Plentiful and cheap – few 99.9% product yield Completing 5,000 doses a $/Kg week under GMP Clear benefits in cost GMP Manufacturing Capab
Slide 39: Robust Worldwide Intellectual Property Portfolio
Robust Worldwide Intellectual Property Portfolio Recce’s patent portfolio contains over 40 patents and patent applications in the world’s major markets. For personal use only Patent Patent Patent Patent Filed Expiry Expiry Expiry Expiry Family 1 Family 2 Family 3 Family 4 Family 1 group relates to t
Slide 40: Summary
Summary Recce is approaching a number of near term significant value creating opportunities with commercialisation For personal use only Novel, Synthetic, Broad-Spectrum, Approaching pivotal clinical and Upon completion of Phase 3 Rapid-Acting, Anti-Infectives: commercial inflection point with regis
Slide 41: Equity Raising Details
For personal use only Equity Raising Details 39 Recce Pharmaceuticals Limited (ASX:RCE) | Equity Raising Presentation | 39
Slide 42: Equity Raising Overview
Equity Raising Overview Equity Raising to raise up to ~$8.0 million For personal use only ▪ Placement to institutional, sophisticated and professional investors to raise up to approximately A$4.0 million (Placement or the Offer) ▪ Following completion of the Placement, the Company intends to offer a
Slide 43: Funding Expansion and Commercialisation
Funding Expansion and Commercialisation Equity raising to support commercialisation and expansion initiatives For personal use only Sources of Funds* A$m Commentary Placement $8.0m Capital raising of approximately $8.0 million will be used to: Total Sources of Funds $8.0m ▪ Strengthen the balance sh
Slide 44: Equity Raising Timetable
Equity Raising Timetable For personal use only Event Date (AEST) SPP Record Date 7.00pm (Sydney time), Thursday, 25 June 2026 Announcement of Placement and SPP and trading halt lifted Friday, 26 June 2026 Placement settlement Tuesday, 30 June 2026 Allotment and commencement of trading of Placement s
Slide 45: International Selling Restrictions
For personal use only International Selling Restrictions 43 Recce Pharmaceuticals Limited (ASX:RCE) | Equity Raising Presentation | 43
Slide 46: International Selling Restrictions
International Selling Restrictions For personal use only This document does not constitute an offer of new ordinary shares (New Shares) of the New Zealand Company in any jurisdiction in which it would be unlawful. In particular, this document may not This document has not been registered, filed with
Slide 47: Key Risks
For personal use only Key Risks 45 Recce Pharmaceuticals Limited (ASX:RCE) | Equity Raising Presentation | 45
Slide 48: Key Risks
Key Risks This section discusses some of the key risks relating to an investment in Recce, which may have an impact on Recce’s business, its financial and operational performance, and the value of Recce For personal use only shares (including shares issued in connection with the Offer). Before inves
Slide 49: Key Risks
Key Risks Intellectual Property if available, may involve restrictions on financing and operating activities. If the Company is unable to For personal use only The Company's ability to leverage its innovation and expertise depends upon its ability to protect its obtain additional financing as needed
Slide 50: Thank you
For personal use only Thank you recce.com.au
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