Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — 1H FY26 Earnings Presentation
17 slides from Botanix Pharmaceuticals's earnings presentation, Mar 3, 2026
Slide 1: Botanix Pharmaceuticals 2026 Half Year Investor Presentation
For personal use only Botanix Pharmaceuticals 2026 Half Year Investor Presentation 3 March 2026 Not for release to US wire services or distribution in the United States www.botanixpharma.com
Slide 2: Important Notices & Disclaimer
Important Notices & Disclaimer 1. Summary information The following notice and disclaimer applies to this investor presentation (“Presentation”) and you are therefore advised to read this carefully before reading or making any other use of this Presentation or any information contained in this Prese
Slide 3: Executive summary
Executive summary Strong growth of Sofdra® in the first 11 months of launch For personal use only 1 v 62,500 prescriptions shipped, $93.5m Gross Revenue, $21.2m Net Revenue v Product, sales force execution, and Botanix Fulfilment Platform exceeding expectations High performance Botanix Fulfilment Pl
Slide 4: Corporate overview: Growing dermatology pharmaceutical company
Corporate overview: Growing dermatology pharmaceutical company with high physician satisfaction for Sofdra® For personal use only Dermatology Focused Innovative Platform Capital Position Positioned for Growth Cash of A$31.6 million Sofdra is the first and Fulfilment platform A$14.9 million (before 5
Slide 5: Sofdra is the first and only new chemical entity for primary axillary hyperhidrosis
Sofdra® is the first and only new chemical entity for primary axillary hyperhidrosis, providing a safe and effective treatment option Sofdra binds selectively to M3 FDA-Approved Indication2 receptors in the sweat gland, For personal use only The treatment of primary axillary hyperhidrosis in adults
Slide 6: Primary hyperhidrosis affects twice as many patients as psoriasis
Primary hyperhidrosis affects twice as many patients as psoriasis and is the third largest patient category in dermatology 16.1m For personal use only US Population ~336m PRIMARY HYPERHIDROSIS PATIENTS Primary Hyperhidrosis ~16.1m Patients1 Primary Axillary Hyperhidrosis Patients1 ~10m 7.5m PSORIASI
Slide 7: Half Year Financial Results March 2026
1H For personal use only Half Year Financial Results 3 March 2026 www.botanixpharma.com 7
Slide 8: Sofdra TRx shipments grew 171% in 1H FY26
Sofdra® TRx shipments grew 171% in 1H FY26 Growth in Volume of Total Prescriptions Shipped For personal use only +171% 45.8k 16.8k n/m 1H FY25 2H FY25 1H FY26 n/m is non-material to the the half year. www.botanixpharma.com Note: Data sourced from SendRx and subject to reconciliation, which may retro
Slide 9: Net revenue is accelerating in step with prescription growth
Net revenue is accelerating in step with prescription growth Sofdra® Net Revenue1 For personal use only +219% $16.2m $5.1m n/m 1H FY25 2H FY25 1H FY26 n/m is non-material to the the half year. www.botanixpharma.com Note: 1. Does not include royalty revenue. 9
Slide 10: 90% of surveyed HCPs expect to increase Sofdra prescribing
90% of surveyed healthcare professionals (HCPs) expect to increase Sofdra® prescribing in the next six months Is your prescribing of Sofdra likely to increase or For personal use only decrease in the next 6 months? Percentage of Response Primary Drivers of Sofdra Prescriptions 86% • 35% Access/SendR
Slide 11: Platform primed for additional products
Platform primed for additional products Current platform provides unique capabilities and positions Botanix for future growth For personal use only Platform provides seamless fulfilment, Platform provides further opportunity with proven administrative and patient for expansion through the addition o
Slide 12: 1H FY26 Operational and Financial Highlights
1H FY26 Operational and Financial Highlights 1H FY26 Operating Highlights 1H FY26 Financial Highlights For personal use only v Sales force expansion to 50 representatives v Revenue $16.5m completed 1H FY26 v Botanix Fulfilment Platform increases patient v Materials and related expenses $6.0m complia
Slide 13: Statement of Profit or Loss
Statement of Profit or Loss Change vs Change vs A$ thousand 1H FY26 1H FY25 1H FY25 ($) 1H FY25 (%) Total revenue1 16,506 346 16,160 4671% For personal use only Total other income 705 1,214 (509) (42%) Expenses Materials and related expenses 5,953 898 5,056 563% Product sales and marketing 24,745 8,
Slide 14: Catalysts to drive Botanix performance
Catalysts to drive Botanix performance For personal use only Long IP runway to 2040 elevates Secure API supply Expand Sofdra Add new products Botanix value and bridge to licensing to other to the fulfilment alternate supplier proposition for regions for Deliver platform to mergers & which decreases
Slide 15: Use of funds – capital raising
Use of funds – capital raising Uses1 For personal use only A$m Active Pharmaceutical Ingredient (API) purchases and manufacturing components ~$12 million Alternate API supplier setup ~$4 million Advertising and marketing initiatives ~$13.5 million Opex and working capital ~$13 million Transaction co
Slide 16: API supply in current and future years
API supply in current and future years For personal use only v The Company has payment obligations under the current contract in March 2026, April 2026 and January 2027 (each in the amount of ~US$7.5 million) and ~US$7.5 million per year from 2028 through 2030. v The Company is in negotiations with
Slide 17: Three key pillars drive Botanix's near- and long-term value
Three key pillars drive Botanix’s near- and long-term value For personal use only Strong Opportunity Differentiated Solid Foundation for for Sofdra® Fulfilment Platform Growth & Profitability • Large underserved market of • Improves gross to net yield • Manufacturing efficiencies 10 million patients
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