Therapeuticsmd, Inc. · NASDAQ:TXMD

Therapeuticsmd — Corporate Update (August 2018)

15 slides from Therapeuticsmd's corporate update, Aug 13, 2018

  1. Slide 1: Annovera FDA Approval Conference Call

    Annovera™ FDA Approval Conference Call August 13, 2018

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation by TherapeuticsMD, Inc. (referred to as “we” and “our”) may contain forward-looking statements. Forward-looking statements may include, but are not limited to, statements relating to our objectives, plans and strategies, as well as statements, other than

  3. Slide 3: Annovera - 1-Year Vaginal System

    Annovera - 1-Year Vaginal System Segesterone Acetate [Nestorone® (NES)]/Ethinyl Estradiol (EE) First and only patient-controlled, procedure-free, long-acting, reversible birth control  Product fits into existing TXMD infrastructure • Approved: August 10, 2018 • Segesterone acetate component of Anno

  4. Slide 4: Clinical Trial Experience

    Clinical Trial Experience Efficacy & Safety1,2  Based on two pivotal Phase 3 clinical trials with 2,308 women – Efficacy and safety consistent with other birth control pills, patches and hormonal rings  Efficacy – 97.3% effective in preventing pregnancy when used as directed  Primary Endpoint Pea

  5. Slide 5: Phase 3 Acceptability Study

    Phase 3 Acceptability Study Demonstrated 1-Year Contraceptive Vaginal System High User Satisfaction Acceptability Data1  Phase 3 acceptability study (n=905 subjects)  Overall satisfaction 89% related to ease of use, side effects, expulsions/feeling the product, and physical effect during sexual ac

  6. Slide 6: Annovera Deal Terms

    Annovera Deal Terms Milestone Payments Royalty %  Upon FDA approval: $20mm Step structure:  First commercial batch release: $20mm  Annual net sales < $50mm: 5%  $200mm in cumulative net sales: $40mm  Annual net sales > $50mm and < $150mm: 10%  $400mm in cumulative net sales: $40mm  Annual net

  7. Slide 7: NuvaRing – Large Established Ring Market

    NuvaRing – Large Established Ring Market  NuvaRing Owner: Merck  $500mm+ net sales in US ring market with no other branded products in the space*  NuvaRing monthly contraceptive ring (vs. Annovera 1-year ring)  Annual WAC Price of $2,013 (vs. $1,400)  Semi-rigid ring body (vs. pliable/squishy)

  8. Slide 8: U.S. Prescription Contraceptive Market

    U.S. Prescription Contraceptive Market  One of the largest therapeutic categories by script count U.S.  ~ 90mm scripts1 Contraceptive  ~ > $5B U.S. net sales2 Market  ~ 43 million women are at risk of unintended pregnancy of which ~ 18 million want to avoid pregnancy3 Daily Oral Contraceptives L

  9. Slide 9: Expected Benefits of 1-Year Vaginal Contraceptive System

    Expected Benefits of 1-Year Vaginal Contraceptive System Patients • Long-acting reversible birth control that doesn’t require a procedure or repeat doctor’s visit • Softer and more pliable than NuvaRing and doesn’t require refrigeration • “Vaginal System”- a new class of contraception with potential

  10. Slide 10: Unique Product Characteristics Should Lead to Good Payor Coverage

    Unique Product Characteristics Should Lead to Good Payor Coverage  Anticipate parity or discount pricing level ~$1400 annual WAC cost  40% decrease to annual WAC of NuvaRing, reflects TXMD’s responsible brand pricing  Allows for improved patient adherence and a potential decrease in unplanned pre

  11. Slide 11: TXMD Sales Force Has Strong Overlap With NuvaRing Prescribers

    TXMD Sales Force Has Strong Overlap With NuvaRing Prescribers NuvaRing Prescribers Overlap with TXMD Sales Force1  81% of total prescribers within current 150 TXMD territories  No additional sales representatives needed =TXMD territories 150 Reps 1. IQUVIA Data 11

  12. Slide 12: Commercialization Strategy & Timing

    Commercialization Strategy & Timing Focused Launch Strategy - Base Case Market Opportunity  NuvaRing customers – monthly ring replaced by annual ring  ~60K annual vitaMedMD prenatal customers who may proceed to contraception  Patients who prefer long acting reversible contraception but fear proce

  13. Slide 13: Contraceptive Pipeline

    Contraceptive Pipeline Pre-Clinical Phase 1 Phase 2 Phase 3 PDUFA Date 1-Year Vaginal Contraceptive System (NES/EE) 08/17/2018 3-Month Contraceptive Vaginal Ring (NES/E2) Next Generation 1-Year Vaginal Contraceptive System (NES/EE) Exclusive rights to negotiate co-development and marketing rights1 

  14. Slide 14: Complete Women's Healthcare Portfolio

    Complete Women’s Healthcare Portfolio Annovera™ * ~60,000 Vasomotor New Prenatal symptoms affect Patients up to 75% of Many will go on perimenopausal contraception after women1 breastfeeding CONTRACEPTION/ FAMILY DYSPAREUNIA PRENATAL CARE VASOMOTOR SYMPTOMS PLANNING -PERIMENOPAUSE (Vulvar & Vaginal

  15. Slide 15: TherapeuticsMD

    TherapeuticsMD" For Her: For Life. 15

TherapeuticsMD — Corporate Update (August 2018) on 6ix