Dimerix Limited · ASX:DXB
Dimerix — Investor Presentation (February 2025)
29 slides from Dimerix's investor presentation, Feb 26, 2025
Slide 1: Investor Presentation February 2025
Investor Presentation February 2025 For a U iF cD) _ x< (ASX:DXB)
Slide 2: Forward looking statements
Forward looking statements This presentation includes forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks and important factors that may cause the actual results, performance or achievements of Dimerix to be materially different fro
Slide 3: Corporate overview
Corporate overview SHARE PRICE Ticker Symbol ASX: DXB emtsraiey siete fa Cash Balance (Dec24)* $21.1 million “ "7 oO Market Capitalisation’ “A$274 million 7 « H Soa ? j i 3 Share price! ~A$0.49 ” | | | | | . oa . S Total ordinary shares on issue! 558,675,290 ° i | vil bt ii l il inl dha Wd | i vk tu
Slide 4: For personal use only
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Slide 5: Focal Segmental Glomerulosclerosis (FSGS)
Focal Segmental Glomer ulosclerosis (FSGS) GS? Focal =some Segmental = sections Glomerulo = of the kidney filtering units Sclerosis = are scarred How do you measure kidney function? * Historically, measured using “hard” endpoints for kidney disease (kidney failure) -which may not be reached for deca
Slide 6: Why are kidneys important? Symptoms of proteinuria
Why are kidneys important? Symptoms of proteinuria For personal use only • • • ➢
Slide 7: Significance of stabilising eGFR curve: primary endpoint
Significance of stabilising eGFR curve: primary endpoint Natural aging kidney * Kidney function can be measured using estimated function slope" = P glomerular filtration rate (eGFR): fo) o how many millilitres of blood is filtered by the oO” FSGS slope — kidney kidney per minute g ven is sie) q * eG
Slide 8: DMX-200: Phase 2 met primary and secondary endpoints
DMX-200: Phase 2 met primary and secondary endpoints Gasper a] - : . A ‘ ‘ veoh >t Clinically meaningful outcomes achieved for patients,? with no safety issues atgre om Gi q 12) =) y reduction in —_ 6 proteinuria could yield years oO _ VK of preserved native kidney Cc iL function and delay the [e) &
Slide 9: For personal use only
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Slide 10: FSGS Clinical Study ACTION3 Phase 3 Clinical Trial
For personal use x. (ASX:DXB) FSGS CLINICAL STUDY PHASE 3 CLINICAL TRIAL
Slide 11: ACTION3 Phase 3 clinical trial — next steps
Oj ACTIX2N3 Phase 3 clinical trial — next steps FSGS CLINICAL STUDY Arandomised, double-blind, multi-centre, placebo-controlled study of renal outcomes of DMX-200 in patients with FSGS receiving an ARB 2 Extension > | 72 patients @ 35 weeks : Successful analysis outcome! ana come final analysis (usi
Slide 12: For personal use only
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Slide 13: PMDA regulatory approval received for DMX-200
PMDA regulatory approval received for DMX-200 e Japanese Pharmaceutical and Medical Device Agency (PMDA) approved ACTIONS clinical trial with no further pre-requisite studies* AUTREA ERREM ARE Pharmaceuticals and Medical Devices Agency For personal use only + Fuso to open clinical sites in Japan to
Slide 14: Summary of licensing deals
Summary of licensing deals Licensing deals collectively valued up to AU$458 million in total upfront and potential milestone fees + royalties! Cc + Other licensing 2 3 4 fp stn Taiba Fuso’ deals EU, CA, AU, NZ GCC, Iraq Japan =) AU$10.8m2 AU$0.5 million? AU$7.2 million* ? Upfront] Upfront] Upfront +
Slide 15: For personal use only
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Slide 16: Dimerix: well positioned to deliver against strategic plan
@ Dimerix GU epranneeeticel company developing innovative new rapies in areas with unmet medical needs, with a core focus aWinflammatory disease treatments such as kidney and =taspiratory diseases. For persona WELL POSITIONED TO DELIVER AGAINST STRATEGIC PLAN ESG Statement Dimerix is committed to in
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Slide 18: For personal use only
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Slide 19: Medical Advisory Board
Medical Advisory Board 12) = = —= Professor Professor Professor Associate Professor Dr Muh Geot Wong Professor Associate Professor Cdiddo Heerspink Alessia Fornoni Jonathan Barratt Lesley Inker Howard Trachtman Laura Mariani PhD MD, PhD, FASN MD, PhD, FRCP MD, MS, FRCPC MBBS, PhD, FRCP MD, FASN MD,
Slide 20: Renal disease landscape
Renal disease landscape A squeaky wheel waiting for grease: 50 years of kidney disease management in the US” For personal use on “More change in the past 24 months than the past 24 years: The rapid evolution of [kidney disease] management” Historical lack of incentives and public policy have Icontri
Slide 21: Clinical study change: use of surrogate endpoints
Clinical study change: use of surrogate endpoints ACTING A surrogate endpoint is an intermediate outcome which substitutes the hard endpoint for a disease (e.g. kidney failure), which can take much longer to achieve FSGS CLINICAL STUDY FDA grants first accelerated approval drug based on proteinuria
Slide 22: Renal licensing deal comparables
$90 For personal use only $80 Ventus+ Novo Nordisk (Worldwide) Ph 1, multiple assets $70 Travere Therapeutics +Vifor Pharma (EU, UK, ANZ) Ph 3, multiple indications $60 Roche +Ionis Pharmaceuticals Aurinia Pharmaceuticals + (Worldwide) Ph3, single asset Otsuka Pharmaceutical (EU, Japan, Russian Fede
Slide 23: Policy change: renal disease healthcare economic burden
Policy change: renal disease healthcare economic burden D> a cS “40 million | fo) adults have kidney 7 disease (“15% of the . . : adult population) in the | Economic cost of kidney failure in the US US in 20211 Total Medicare expenses per year costs for kidney failure patients (2009-2021E) ? $60 © /
Slide 24: FSGS market
FSGS market Cc frequent primary fey glomerular disease Brngs qacelitteclliy that reaches end-stage New diagnosed cases Of all diagnosed FSGS . o renal failure in the US! per year in US? cases globally are in US? CEETENEE] enyReInENe i (7p) the world =) © Cc je) n Multi-billion dollar market potentia
Slide 25: DMX-200 — working on inflammatory signalling pathway
DMX-200 — working on inflammatory signalling pathway only (AT1R blocker): G protein-coupled receptor (GPCR) CCR2 inhibitor working synergistically alongside the current standard of care 4 clinical studies completed to date: positive efficacy signals across studies? volunteers and renal patients | o
Slide 26: DMX-200 unique heteromer pharmacology
DMX-200 unique heteromer pharmacology v . . Proprietary discovery platform (Receptor-HIT) identified: Macrophage infiltration 3 Formation of ATIR and CCR2 heteromers; & - & 15 Novel pharmacology (potentiation of signaling) ¥ Proteinuria E a 1 # # Dual antagonism required for completed inhibition 2 =
Slide 27: For personal use only
For personal use only uMCR normalised to baseline v time N=7, GeoMean 1.5 uMCR normalised 1.0 0.5 On placebo On active 0.0 0 5 10 15 Time • ▪ ▪
Slide 28: Intellectual property and exclusivity
Intellectual property and exclusivity 7/0 year Orphan 2 (@) 42 2032 exclusivity? n Method of Use Method of Use any territori (e) Granted? ny CCR2 inhibitor with ny ARB for any kidney disease Global application’ = any CCR2 antagonist with any endothelin A receptor for any disease Paediatri exclusivit
Slide 29: Advancing the broader pipeline
Advancing the broader pipeline For personal use only Additional longer term pipeline opportunities diversify risk and potential sources of revenue DMX-200 potential label expansion Potential to expand DMX-200 into other rare kidney diseases where inflammation is a key driver of the disease 80 pe) T