Theracryf Plc · LSE:TCF
Theracryf — Investor Presentation (November 2025)
21 slides from Theracryf's investor presentation, November 2025
Slide 1: Developing innovative therapeutics in brain disorders
Developing innovative TheraCryf plc therapeutics in brain disorders AIM: TCF.L NOMAD & Joint Broker: SCM Joint Broker: TPI IR: Vigo, CAG, IMC November 2025
Slide 2: Important notice and disclaimer
This presentation has been prepared by TheraCryf plc (the “Company”). By attending this presentation and/or reviewing the slides you agree to be abound by the following conditions. The presentation slides which follow this notice and the oral presentation of which it forms part (together, the “Mater
Slide 3: About TheraCryf
About TheraCryf ➢ AIM Listed, TCF.L, brain-focussed biotech, developing innovative therapeutics in brain disorders ➢ Key areas: ➢ Addiction, Ox-1 (novel agent, Capital suitable for food, alcohol, drug addictions) – Efficiency Funded to clinic readiness by Q3/4 2026 ➢ Fatigue, DAT(of brain origin: MS
Slide 4: The investment case
The investment case Diversified portfolio in Significant Experienced high demand diseases market potential leadership team Compelling Lead programme data funded to key inflection points
Slide 5: The problem
The problem
Slide 6: The problem
The problem Explore Early Partnering LifeOpportunities years lost Addiction Substance abuse: 20.38 caused 4022 UK deaths in years 2024 Eating disorders: VS 1602 road deaths* 16.64 years** Eating disorders Alcohol disorders cost UK £4.66bn Addiction cost the NHS p.a.*** costs £21bn p.a. £3.5bn p.a.*
Slide 7: The Opportunity
4106 Fri 24 Oct see eroponts news Fate Th e O p po rtun ity ENDPOINTSNEWS CHANNELS © WEBINARS BIOPHARMA JOBS MORE © ENDPOINTS in FOCUS Are recent strides in neurology R&D enough to make it a hot M&A target? Ayisha Sharma News Reporter Neurology has long been seen as a high-risk investment. Biopharma
Slide 8: The Opportunity: resurgence of pharma interest in brain disease
The Opportunity Resurgence of interest in brain disease by pharma Johnson & Johnson strikes $14.6bn deal Eli Lilly to buy SiteOne for $1 for neuroscience biotech Intra-Cellular billion with eye on As J&J outlines bullish pipeline goals, neuroscience pipeline non-opioid pain drug takes a starring rol
Slide 9: The Opportunity: resurgence of pharma interest in brain disease
The Opportunity Resurgence of interest in brain disease by pharma Johnson & Johnson strikes $14.6bn deal Eli Lilly to buy SiteOne for $1 for neuroscience biotech Intra-Cellular billion with eye on As J&J outlines bullish pipeline goals, neuroscience pipeline non-opioid pain drug takes a starring rol
Slide 10: The Opportunity: CNS licensing transactions
The Opportunity Relevant licensing transactions between biotech and Pharma, CNS disease, Deal Upfronts $mm Total Deal Value excluding royalties, $mm 60 600 571 49 409 40 400 26 20 200 6 0 - 0 TCF Market Pre-Clinical Phase I Pre-Clinical Phase I Cap Licensing deals in the therapeutic space (2020-2025
Slide 11: Group pipeline
Group pipeline Addressing the opportunity CTA / IND Enabling Discovery Pre-clinical POC Phase 1 Phase 2 Ox-1: Substance Use Disorders (SUDs) / Anxiety DAT – Fatigue and Narcolepsy SFX-01 SFX-01: Neurodevelopmental Disorders
Slide 12: Orexin-1 Blocker (antagonist)
Orexin-1 Blocker (antagonist) - Our lead solution Beachead - Binge Eating Disorder Expansion opportunity - Alcohol (AUD), Cocaine (CUD) Value - Class leading potential USP - Optimal Profile, the most selective yet discovered
Slide 13: How it works
How it works ➢ Orexin 1 receptor - reward, feeding behaviour & anxiety ➢ Ox2 receptor - sleep/wakefulness ➢ Overactivation of the Ox1 receptor - implicated in several addictive disorders, e.g. food, Binge Eating Disorder (BED), Alcohol (AUD) ➢ Proof of concept data generated in rodent model of BED w
Slide 14: The market - BED
The market - BED • BED estimated to affect 1.4% of population (WHO survey) • >4 million US • >7 million EU • >1.7 million Japan • NCS-R study showed that ~25% of individuals with BED received medical treatment specific for BED in a 12 month period. Likely to increase with better awareness of BED • C
Slide 15: Orexin-1 blocker potential
Orexin-1 blocker potential Addiction market $40.3bn rising to $67.6bn* by 2034. Only 2-3 other Ox-1 antagonists in development Failures: Ox-1 Blocker Failure Technical Reason Theracryf molecule 1 Drug:Drug Interaction Liver, CYP450 No interactions to date 2 Inefficacy Ox-1 receptor occupancy >80% oc
Slide 16: Management and Board
Management and Board Dr Huw Jones Dr Alastair Smith Toni Haenninen CEO Non-Executive Chair CFO Over 30 years’ experience of leadership in 20 years’ public company and R&D Over 20 years’ experience of financial public and private R&D-based companies in leadership experience having founded and leaders
Slide 17: Recent news
Recent news Highlight Details Korea. Only one major territory yet to grant. USA (2039) Greater Europe (2038) already Further Ox-1 Patent Granted granted Ox-1 Oral Formulation Selected Formulation manufactured with enhanced absorption properties Second Toxicology Species Good handling properties seen
Slide 18: Newsflow forecast: Q4 2025-Q3 2026
Newsflow forecast: Q4 2025-Q3 2026 Funded in current plan Highlight Details Further Scale up Completion of large-scale manufacture of 10Kg Human grade material for Completion of manufacture of 2Kg clinical grade drug trials Regulatory toxicology studies Start/finish of maximum dose toxicology studie
Slide 19: The Investment Case
The Investment Case Diversified portfolio in high Compelling Significant Lead programme funded to key Experienced demand diseases data market potential inflection points leadership team
Slide 20: The Investment Case
The Investment Case Diversified portfolio in high Compelling Significant Lead programme funded to key Experienced demand diseases data market potential inflection points leadership team ➢ Targeting brain disorders ➢ Heavily de-risked lead ➢ Near clinic-ready assets offer ➢ Ox-1 programme funded to ➢
Slide 21: Focussed Financed Flourishing
Focussed TheraCryf plc AIM: TCF.L NOMAD & Joint Broker: SCM Joint Broker: TPI Financed IR: Vigo, CAG, IMC Flourishing