Pyc Therapeutics Limited · ASX:PYC
Pyc Therapeutics — Investor Presentation (September 2026)
17 slides from Pyc Therapeutics's investor presentation, Sep 4, 2026
Slide 1: Life-changing science: Investor Presentation
For personal use only Life-changing science Investor Presentation September 2026
Slide 2: Disclaimer
Disclaimer The purpose of this presentation is to provide an update of the business of PYC Therapeutics about the future, you are urged to view all forward looking statements contained in this For personal use only Limited (ASX:PYC) [‘PYC’]. These slides have been prepared as a presentation aid only
Slide 3: Agenda for today
Agenda for today For personal use only • Introduction to PYC • Review of organisational build-out • Overview of the forward development plan for the company’s pipeline programs • Polycystic Kidney Disease program review and forward view of milestones • Q&A PYC THERAPEUTICS 3
Slide 4: PYC's mission is to create life-changing RNA therapies
For personal use only PYC’s mission is to create life-changing RNA therapies that address the root cause of diseases resulting from insufficient gene expression The Company’s work is dedicated to patients who currently have no treatment options available Sierra – living with Phelan- McDermid Syndrom
Slide 5: PYC designs RNA therapies to increase gene expression in haploinsufficiency diseases
PYC designs RNA therapies to increase gene expression in diseases caused by haploinsufficiency For personal use only There are two copies of One copy of a gene is PYC’s drug candidates leverage every gene in humans non-functional in a the ‘good’ copy of the gene to haploinsufficiency restore express
Slide 6: Pipeline of clinical-stage drug candidates in areas of major unmet need
PYC has created a pipeline of clinical-stage drug candidates in areas of major unmet need Historical progress Progress expected in 20251 For personal use only Program Pre-clinical Clinical Prevalence1 Phase 1/2 Registrational PYC-003 Polycystic Kidney Disease 1 in 1,000 PYC-002 Phelan-McDermid Syndr
Slide 7: Organisational build-out ahead of late-stage studies
PYC continues its organisational build-out ahead of the progression into late-stage studies For personal use only • In Q2, the Company appointed a CFO and General Counsel/Co-Company Secretary • In Q3, PYC has added a Chief Clinical Development Officer and Phelan-McDermid Syndrome Program Lead • Near
Slide 8: Multiple human safety and efficacy read-outs expected within 18 months
PYC has multiple human safety and efficacy read-outs expected within the next 18 months1 For personal use only Program 2026 2027 2028 2029 2030 PYC-003 Phase 1a/1b Studies Registrational trials Polycystic Kidney 12-month data on Registrational efficacy Disease (PKD) registrational endpoint (TKV) out
Slide 9: PKD program deep dive
PKD program deep dive Discussion topics For personal use only • An overview of the program – current progress • An ‘outside in’ perspective – why safety is key • The expected timeline for exploratory efficacy data • What should we expect on these endpoints? PYC THERAPEUTICS 9
Slide 10: Overview of the clinical development pathway for PYC-003
Overview of the clinical development pathway for PYC-0031 Progress to date For personal use only Combined Phase 1a/1b Study2 Phase 2/3 Study Part A - SAD in healthy Part B – SAD in ADPKD Part C and D – MAD + OLE in Registrational study Confirmatory extension volunteers Patients PKD Patients Commerci
Slide 11: An 'outside in' perspective on the PYC-003 program
An ‘outside in’ perspective on the PYC-003 program For personal use only • [Placeholder for the Yale video at the clinical development landscape section from 0:37 to 2:45] 1. Yale Ventures. PKD1 uORF-blocking ASOs as therapy for ADPKD PYC THERAPEUTICS 11 Source: Yale Ventures. PKD1 uORF-blocking ASO
Slide 12: Modelled peak target tissue concentration similar after single and repeat dosing
Modelled peak target tissue concentration is similar after single and repeat dosing1 SAD MAD For personal use only Part B Dose Cohort (Single) Part C/D Dose Cohort 100 100 0.4 mg/kg 1.2 mg/kg Q6W 1.2 mg/kg 2.4 mg/kg Q6W 2.4 mg/kg 30 30 10 10 Predicted concentration of 3 Predicted concentration of PY
Slide 13: Expected timelines for the Phase 1b exploratory efficacy data
Expected timelines for the Phase 1b exploratory efficacy data1 For personal use only CY2026 CY2027 Timing Q4 Q1 Q2 Q3 Q4 Progression to registrational Anticipated Single Ascending Multiple study in data Dose (SAD) study Ascending Dose CY20281 data through 4 (MAD) study data months of follow- through
Slide 14: Fast-progressing patients prioritised for the MAD study
Fast-progressing patients have been prioritised for the MAD study to maximise potential for early signal detection For personal use only Observed annual rate of change on TKV and eGFR by Mayo Class1 5 1E Patients in Mayo Class 1C to 1E are 4 1D expected to show >5% growth in Total (ml/min/1.73m2/yea
Slide 15: >6 months of data required for meaningful insight on TKV
>6 months of data is required for meaningful insight on TKV following treatment with PYC-0031 This is to allow for signal detection above the ‘noise’ of the data set, driven by: For personal use only • Variability observed on this endpoint in natural history studies; • Small group size (total n=24,
Slide 16: Focused on delivering near-term human Proof of Concept read-outs
PYC is focused on delivering near-term human Proof of Concept (PoC) read-outs for its pipeline of drug candidates For personal use only Commandment #10 - “The world belongs to finishers” Finishing requires focus: pick a few things and deliver on them. In drug discovery, it’s always easier to “turn o
Slide 17: Q&A
For personal use only Life-changing science Q&A September 2026
PYC Therapeutics — Investor Presentation (September 2026) on 6ix