Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — Investor Presentation (March 2026)
35 slides from Mayne Pharma's investor presentation, Mar 11, 2026
Slide 1: DistributeRx Launch: Investor Presentation (ASX Announcement)
ASX Announcement DistributeRX LAUNCH: INVESTOR PRESENTATION 11 March 2026, Adelaide, Australia: Mayne Pharma Group Limited (Mayne Pharma or the Company)(ASX: MYX), today provides an investor presentation on the DistributeRx US launch as announced to ASX on 10 March 2026. In addition, the Company wil
Slide 2: Mayne Pharma Group Limited US Launch Investor Presentation
For personal use only Mayne Pharma Group Limited US Launch Investor Presentation 11 March 2026
Slide 3: Disclaimer
Disclaimer The information provided is general in nature and is in summary form only. It is not complete and should be read in conjunction with the company’s audited Financial Statements and market For personal use only disclosures. This material is not intended to be relied upon as advice to invest
Slide 4: Agenda
Agenda For personal use only 1 Today’s Speakers 2 Mayne Pharma Background 3 US Healthcare Primer & Need for DistributeRx 4 The Opportunity in Disintermediation 5 DistributeRx 6 Q&A 3
Slide 5: Today's Speakers
TODAY’S SPEAKERS For personal use only Aaron Gray Daniel Moore Meredith Gambill Chief Executive Officer President Vice President, Sales and Marketing You deserve tomorrow. 4
Slide 6: Mayne Pharma Background
For personal use only Mayne Pharma Background
Slide 7: Snapshot
Snapshot Corporate Summary1,2 • Mayne Pharma is an ASX-listed specialty pharmaceutical company focused on commercialising novel pharmaceuticals, offering patients better, safe and more For personal use only accessible medicines in Dermatology and Women’s Health Share price (ASX:MYX) $2.47 Shares on
Slide 8: FY25 Snapshot - Segments
FY25 Snapshot - Segments For personal use only FY25 Revenue Contribution FY25 Segment Contribution FY25 Total Direct Contribution ($m, % of total) ($m, % of total) $7.4, 7% $75.6, 18% $178.4, 44% $40.2, 37% $109.7m $154.1, 38% $62.0, 56% 76% on pcp Women’s Health Dermatology International 7
Slide 9: Global Footprint
Global Footprint Global footprint For personal use only Australia United States 244 headcount 223 headcount Lexington, KY Raleigh, NC Mayne Pharma International Salisbury, South Australia 8
Slide 10: Global Sales & Headcount
Global Sales & Headcount Global footprint UNITED STATES For personal use only $339 million AUSTRALIA & NEW ZEALAND $42 million T O TA L H E A D C O U N T T O TA L F Y 2 5 S A L E S CANADA 467 $408.1 million $20 million EUROPE Employees1 $4 million ASIA $3 million 9 1. As at 31 December 2025
Slide 11: Mayne Pharma in 2026
Mayne Pharma in 2026 Branded Product Sales Now Represent a Significant Proportion (%) of Mayne Pharma’s Net Sales, Driving Margin Expansion For personal use only FY24 FY25 1H FY26 32% 68% 21% 79% 16% 84% 68% Branded │ 32% Generic 79% Branded │ 21% Generic 84% Branded │ 16% Generic 56% Gross Margin 6
Slide 12: Mayne Pharma Disintermediation
Mayne Pharma Disintermediation Disintermediation: Involves removing the intermediaries (wholesalers or others) between the For personal use only manufacturer (Mayne Pharma) and the patient Mayne Pharma US Portfolio 1H FY26 Women’s Health Dermatology 17% 42% 58% 83% 59% Non-Wholesale volumes in 1H FY
Slide 13: Disintermediation – What are the benefits?
Disintermediation – What are the benefits? For personal use only Manufacturer Benefits Patient Benefits For example: Inventory – tighter controls and lower returns Transparent and predictable costs Greater certainty on co-pay arrangements Stronger negotiating position with spec pharmacy v wholesale
Slide 14: US Healthcare Primer and Need for DistributeRx
For personal use only US Healthcare Primer and Need for DistributeRx
Slide 15: US Healthcare Primer & Need for DistributeRx
US Healthcare Primer & Need for DistributeRx Key Terms Examples: For personal use only Pharmacy Benefit Manages an insurer’s prescription benefit by setting drug coverage and z Manager (PBM) negotiating prices, then processing pharmacy claims. Pharmacy Services Represent pharmacies to negotiate and
Slide 16: The US Pharmacy Distribution and Reimbursement System
The US Pharmacy Distribution and Reimbursement System for Patient- Administered, Outpatient Brand-Name Drugs Services agreement Formulary agreement Wholesaler payment Services contract For personal use only for product Third-party payer/ The Problem Manufacturer GPO Health Plan Rebates (DIR) & Fees
Slide 17: Mayne Pharma Model to Support Efficiency & Profitability
Mayne Pharma Model to Support Efficiency & Profitability For personal use only The Solution Manufacturers The Mayne Pharma approach is simple, efficient, and direct: • Simple — Fewer intermediaries mean clearer pricing for clinicians and more consistent access to therapy for patients. Pharmacy • Eff
Slide 18: Mayne Pharma Disintermediation Solution
Mayne Pharma Disintermediation Solution For personal use only 1 DistributeRx contracts with manufacturers for access 2 3 to our channel and provides commercial consultative services. Clinicians Patients 1 2 Representatives engage clinicians to raise awareness of the solution. 3 3 Clinicians ePrescri
Slide 19: Corporate Structure
Mayne Pharma Disintermediation Corporate Structure For personal use only Group Limited 100% subsidiaries Commercial, LLC 18
Slide 20: The Opportunity in Disintermediation
For personal use only The Opportunity in Disintermediation
Slide 21: Market Opportunity
Market Opportunity The Problem For personal use only • Deep consolidation among PBMs has created a distribution model that is complex, costly, and difficult to navigate. The Market • ~US$252 billion by 2030 (CAGR 17%)1 The Solution • Rising consumer adoption of digital pharmacy • DistributeRx reduce
Slide 22: Market Pressures In Action: Understanding The Roadblocks
Market Pressures In Action: Understanding The Roadblocks For personal use only Lost Profit Margin for Unfilled Prescriptions Pharmacy Losses Manufacturer Formulary Exclusions Expanding Cash Market 21
Slide 23: Mayne Pharma Disintermediation Key Takeaways
Mayne Pharma Disintermediation Key Takeaways For personal use only 83% CAGR US$ revenues Capital Light since FY23 59% Non-wholesale prescriptions volumes Highly Scalable in 1H FY26 22
Slide 24: Mayne Pharma Disintermediation Timeline
Mayne Pharma Disintermediation For personal use only Timeline 2021 2023 2024 2026 • Disintermediation since 2021 • Platform Integration Women’s GoodRx Customer Health Portfolio Facing Pilot • Strong Macro Trends Acquisition 23
Slide 25: DistributeRx
For personal use only DistributeRx 24 24
Slide 26: Prescription Access Made Simple
PRESCRIPTION ACCESS MADE SIMPLE For personal use only DistributeRx partners with manufacturers, providers, and pharmacies to improve patient access and offer predictable prices. • Streamlining how therapies move from manufacturer to patient • Delivering the strategies, tools, and services that ensur
Slide 27: DistributeRx Operational Arms
DISTRIBUTERx OPERATIONAL ARMS For personal use only MANUFACTURER PHARMACY CUSTOMER- SERVICES SERVICES FACING SERVICE 26
Slide 28: Manufacturer Services
MANUFACTURER SERVICES For personal use only • Sales & Contract Strategy Team • Comprehensive Pharmacy Solutions • Patient Affordability Program Development • Pharmacy Network Development & Strategy • Pharmacy Performance Monitoring Services • Patient Adherence Solutions • Data Insights & Analytics S
Slide 29: Adelaide Apothecary
ADELAIDE APOTHECARY For personal use only THE ADVANTAGE Patients have timely access to the exact treatments their providers prescribe, supported by exceptional customer service. With nationwide shipping, patients receive their medications directly at their doorstep, ensuring they have what they need
Slide 30: Customer-Facing Service
CUSTOMER-FACING SERVICE For personal use only • Delivers transparent pricing, product certainty, and fast, reliable access to prescribed treatments • Reviews prescriptions automatically, compares insurance and cash pricing, and routes them to the pharmacy offering the right medication at a consisten
Slide 31: DistributeRx+ Dermatology
DISTRIBUTERx+ OCTOBER 2023 DERMATOLOGY • Launch of targeted adoption in high-need dermatology practices For personal use only WHY DERMATOLOGY? JANUARY 2024 • National rollout expanded to support broader • High patient demand provider network and product coverage • Access challenges due to US pricing
Slide 32: High Loyalty Signals, Lasting Value
HIGH LOYALTY SIGNALS LASTING VALUE For personal use only Optimization efforts in dermatology have resonated with prescribers and driven sustained engagement. Dermatology traction since launch 3 9 K prescriptions fulfilled “ It helps to have a name that patients already recognize. It builds trust rig
Slide 33: How Our Solution Stacks Up Against Competitors
HOW OUR SOLUTION STACKS UP AGAINST COMPETITORS NATIONAL HUBS For personal use only AMAZON MARK CUBAN INDEPENDENT FEATURE DISTRIBUTERx (BLINKRx, PHARMACY COST + DRUGS PHARMACIES PHILRx) Prescription Fulfillment Home Delivery LIMITED Prior Authorization Support PARTIAL PARTIAL Wholly Owned Cash Pharma
Slide 34: Q&A
Q&A For personal use only Aaron Gray Daniel Moore Meredith Gambill Chief Executive Officer President Vice President, Sales and Marketing You deserve tomorrow.
Slide 35: For further information contact
For personal use only For further information contact: Dr Tom Duthy Investor Relations +61 402 493 727 ir@maynepharma.com To register for an email alert service to receive Mayne Pharma announcements released to the Australian Securities Exchange (ASX) please visit https://www.maynepharma.com/investo
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