Polypeptide Group Ag · SIX:PPGN
Polypeptide — Jefferies London Healthcare Conference 2025
15 slides from Polypeptide's conference presentation, Nov 19, 2025
Slide 1: PolyPeptide Group AG
PolyPeptide Group AG Juan-José Gonzalez, CEO Jefferies London Healthcare Conference 19th November 2025
Slide 2: Disclaimer
2 Disclaimer This presentation (the "Presentation") has been prepared by the Group operates. While the Group believes that such Alternative Financial Performance Measures (APM) PolyPeptide Group AG (“PolyPeptide” or the “Group”). The research and estimates are reasonable and reliable, they, and This
Slide 3: Peptides - one of the most attractive markets for CDMOs
Peptides - one of the most attractive markets for CDMOs Peptide drugs in clinical development (Phase 1 to 3)1 Total 493, split by therapeutic area in % • Global peptide therapeutics market:2 − CAGR of above 15% from 2024 until 2030 Metabolic − Largely driven by metabolic Oncology 22% Neurology Cardi
Slide 4: The GLP-1 / metabolic opportunity has increased
The GLP-1 / metabolic opportunity has increased Obesity co-morbidities Strong performance of top New entrants are advancing next significantly expand market1 players generation molecules Major depressive disorder Alzheimer’s disease Some cancers Ongoing success of blockbuster drugs Obstructive sleep
Slide 5: PolyPeptide is well-positioned with its rich pipeline and multi-site network
PolyPeptide is well-positioned with its rich pipeline and multi-site network Multi-site network Torrance, US Malmö, SE Clinical and commercial Clinical and commercial manufacturing manufacturing Malmö (SE) Braine-l’Alleud (BE) San Diego, US Strasbourg (FR) Braine-l’Alleud, BE Torrance (US) Clinical
Slide 6: Sharpened growth strategy
Sharpened growth strategy Vision Most innovative peptide CDMO Competitive Innovation Development Modularity Advantages Multi-site network Operational/quality Talent, culture, Foundation Industrial-scale capabilities excellence and sustainability 6
Slide 7: Business mix further shifting to metabolic and commercial revenue
Business mix further shifting to metabolic and commercial revenue Revenue by Therapeutic Area Revenue by Business Area2 (EUR m) (EUR m) CAGR1 CAGR1 12.9% 167 12.9% 167 135 51 135 -0.4% 59 7.5% Covid 32 Covid 32 22 9.7% Other 52 Development 44 108 16.4% Oncology 15 94 27.3% Commercial 59 Metabolic 36
Slide 8: Capacity expansion plans on track
Capacity expansion plans on track Today 2021 2024 2028 Maintenance (across sites) Debottlenecking Capacity Expansion Modularity Large-scale SPPS production in Braine-l’Alleud Ongoing work to double SPPS capacity in Strasbourg Ongoing work to double SPPS capacity in Malmö Illustrative project phases:
Slide 9: PolyPeptide
PolyPeptide * | p
Slide 10: Malmö modular expansion on track to double SPPS capacity
Malmö modular expansion on track to double SPPS capacity Project Highlights: • Accelerated timelines compared to previous engineering expansions due to modular approach • Investment of EUR ~100 million largely funded by a large pharmaceutical player • Modular construction: − Pre-built manufacturing
Slide 11: We revised our guidance for 2025 towards the upper end of the range
We revised our guidance for 2025 towards the upper end of the range Previous Revised Priorities for 2025 remain unchanged Revenue • Execute operational and quality growth vs 2024 at CER 10-20% 13-20% excellence programs • Reach target utilization rate of large- scale SPPS asset in Belgium. High sing
Slide 12: PolyPeptide's mid-term outlook
PolyPeptide’s mid-term outlook • Strategy to be the most innovative peptide CDMO, anchored on three Double 2023 revenue by 2028 competitive advantages − Innovation focused on green chemistry and process intensification − Superior pipeline development EBITDA margin approaching 25% by 2028 capabilitie
Slide 13: Thank you
Thank you PolyPeptide Group AG polypeptide.com
Slide 14: Contact and calendar
Contact and calendar Contact ____________ Tim Brandl Events 2026 Director FP&A and Investor Relations T: +41 435 020 580 15 January 2026 Octavian Swiss Seminar, Davos E: tim.brandl@polypeptide.com 12 March 2026 Full year results 2025 24-26 March 2026 Jefferies Pan-European Mid-Cap Conference, London
Slide 15: *|% PolyPeptide
*|% PolyPeptide
PolyPeptide Group — Jefferies London Healthcare Conference 2025 on 6ix