Shield Therapeutics Plc · LSE:STX
Shield Therapeutics — Investor Presentation (July 2025)
19 slides from Shield Therapeutics's investor presentation, July 2025
Slide 1: Corporate Presentation
Corporate Presentation July 2025 Changing the Treatment Paradigm for Patients with Iron Deficiency Anemia 1
Slide 2: Disclaimer
Disclaimer These slides have been prepared by Shield Therapeutics plc (the "Company") solely for your information and for use at a presentation for the purpose of providing background information on the Company, its business and the industry in which it operates. For the purposes of this notice, "pr
Slide 3: Shield Therapeutics
Shield Therapeutics Fast Growing, Mission Driven, Specialty Pharmaceutical Company Large global iron deficiency/iron deficiency anemia (ID/IDA) market ripe for disruption • 40-60% of patients on traditional irons often lead to discontinuation due to intolerable GI side effects or insufficient effica
Slide 4: Management team
Anders Lundstrom Santosh Shanbhag Lucy Huntington-Bailey Andy Hurley David Childs Dr. Jackie Mitchell CEO CFO General Counsel Chief Commercial Officer VP, Manufacturing and VP, Quality, Clinical and Strategic Alliance Regulatory Affairs 4
Slide 5: Iron Deficiency with & without Anemia (ID/IDA)
Iron Deficiency with & without Anemia (ID/IDA) Universal problem: HCP’s are struggling to treat IDA because patients can’t tolerate the GI side effects of oral iron salts Oral ferrous salts dissociate in the stomach. Unabsorbed iron (Fe+) generates reactive oxidative species (ROS), causing irritatio
Slide 6: ACCRUFeR designed for efficacy and tolerability
ACCRUFeR® designed for efficacy and tolerability ACCRUFeR® remains tightly bound in the stomach Unique MOA (mechanism of action) Shields and Delivers Elemental Iron to the Small Intestine 1, 2 The unique Maltol Shield protects iron from the stomach, remaining tightly bound as it passes through Propr
Slide 7: Significant window of opportunity exists for ACCRUFeR
Significant window of opportunity exists for ACCRUFeR® Oral Iron IV Iron >90% ferrous salts2 Iron replacement that patients will actually take A well tolerated oral iron that effectively normalizes and maintains Hb, ferritin, and TSAT levels1 1. Data from AEGIS 1 and 2 study 7 2. 2023 IQVIA Xponent
Slide 8: Global partnerships continue to progress
Global partnerships continue to progress Deals include upfronts, milestones & double-digit royalties United States EU+1 Canada Republic of Korea China +2 Japan Co-Commercial Commercialized Launched in Canada in Filed for approval; Phase 3 Study Deal signed in Agreement across Europe Q1 2025 Pending
Slide 9: While ID/IDA is vast, reaching patients who have the urgency to treat is critical
While ID/IDA is vast, reaching patients who have the urgency to treat is critical to the success of ACCRUFeR® +15 MM Adults with ID/IDA Adults with ID/IDA in the U.S. +5 MM DTC Marketing Actively Seeking Oral • ID/IDA Iron • Actively seeking oral iron treatment online 2.5 MM HCP & DTC Marketing Taki
Slide 10: Key initiative mobilized to increase ACCRUFeR awareness
Key initiative mobilized to increase ACCRUFeR® awareness Physician Focused Efforts Patient Focused Efforts Physician Sampling Program: Influencer Program: • Initiated in June 2025 • Initiated end of May 2025 • ~100 sample orders in June • ~645K impression through June 2025 Brittney Fusilier Sia Clyd
Slide 11: Early indicators show positive impact of digital strategy on new writers
Early indicators show positive impact of digital strategy on new writers R3M NEW WRITERS (TRx) 600 180,000 HCP CALLS AND DIGITAL IMPRESSIONS (OO’S) 160,000 500 140,000 400 120,000 R3M NEW WRITER TRX 100,000 300 80,000 200 60,000 40,000 100 20,000 0 0 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 R3M Fie
Slide 12: Key ACCRUFeR initiatives for building momentum in Q2
Key ACCRUFeR® initiatives for building momentum in Q2 Increase awareness of ACCRUFeR® • Patients and HCPs via digital marketing/initiatives • Significant increase in EMR banner marketing to providers • Endemic Ads and Rollout of Influencers within patient-focused social media channels • Sample Porta
Slide 13: 2025 Business Priorities
2025 Business Priorities Launch in Canada, and execute regulatory Grow ACCRUFeR® Turn Cash Flow Positive process in Korea, Net Revenues by End of 2025 China, and the Pediatric Population Q2 25 Q2 25 Q2 25 ~$12.8M ACCRUFeR® Net Revenues in Q2 25 $10.8M Q2 ending cash and Filed pediatric label expansi
Slide 14: ACCRUFeR prescriptions demonstrating significant uptake since launch
14 - 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Fully staffed Shield and Apr-23 Viatris sales team in the US May-23 Jun-23 Jul-23 Aug-23 Sep-23
Slide 15: Strong growth in ACCRUFeR in the US in Q2 2025
Strong growth in ACCRUFeR® in the US in Q2 2025 ACCRUFeR® Net Revenues Net Price Per Script Total Prescriptions Quarterly Quarterly Quarterly Retail Consignment c.47K c.44K $237 $231 c.41K $12.8M c.36K c.37K $11.2M $187 c.36K $171 $167 c.29K $139 $6.9M $7.2M $6.4M $4.1M Q1 24 Q2 24 Q3 24 Q4 24 Q1 25
Slide 16: TX, NY, FL, GA, CA, and NC are the key drivers of ACCRUFeR TRx growth
TX, NY, FL, GA, CA, and NC are the key drivers of ACCRUFeR® TRx growth ACCRUFeR® Prescriptions by Channel Medicaid H1 2025 H1 2025 All Other TX, NY, FL, GA, CA, NC 100% 28% 25% 84% 0% H1 25 ~84K Rx Commercial H1 2025 3% All Other TX, NY, FL, GA, CA, NC 100% 64% 44% 0% Other Consignment Medicaid Comm
Slide 17: Shield Therapeutics
Shield Therapeutics Fast Growing, Mission Driven, Specialty Pharmaceutical Company • Vast market opportunity with significant revenue potential • Shield-Viatris US partnership driving growth in ACCRUFeR® prescriptions, net revenue and net selling price • Global partnerships continue to progress at a
Slide 18: Delivering on the brand promise
Delivering on the brand promise “When I had my first baby, my provider prescribed me a common, iron supplement. After a few weeks, my numbers weren’t getting better, and the side effects were miserable” “By the time I was pregnant with my third child, I knew I needed something different. I started t
Slide 19: Thank You!
Thank You! Anders Lundstrom – Chief Executive Officer Santosh Shanbhag – Chief Financial Officer www.shieldtherapeutics.com 19
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