Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Q4 FY26 Earnings Presentation
19 slides from Botanix Pharmaceuticals's earnings presentation, Jul 27, 2026
Slide 1: Investor Presentation Q4 FY26
For personal use only Investor Presentation Q4 FY26 27 July 2026 FDA Approved I Commercially Proven I Platform Enabled Botanix Pharmaceuticals Limited · ASX:BOT · botanixpharma.com Botanix Pharmaceuticals Limited · ASX:BOT · Investor Presentation July 2026 · botanixpharma.com
Slide 2: Important Notices & Disclaimer
Important Notices & Disclaimer 1. Summary information 6. Forward-looking statements and forecasts The following notice and disclaimer applies to this investor presentation (“Presentation”) and you are therefore advised to This Presentation contains certain “forward-looking statements” and comments a
Slide 3: Corporate snapshot
Corporate snapshot Botanix team has expertise acquiring & launching dermatology drugs that become market leaders For personal use only VINCE IPPOLITO HOWIE MCKIBBON Executive Chairman Chief Executive Officer >30 successful CAREY HERBERT CHRIS LESOVITZ LEISHA MARTIN dermatology Chief Legal & Complian
Slide 4: Three key pillars drive Botanix near- and long-term value
Botanix Pharmaceuticals Limited Three key pillars drive Botanix near- and long-term value For personal use only Sofdra® Platform Opportunity FDA-approved, on-market Built, productive, scalable Bolt-on dermatology assets ● Large underserved market of ● Improves gross to net yield ● Distribution effic
Slide 5: Proven Growth
Proven Growth Key accomplishments in the trailing 12 months — Botanix maintains momentum For personal use only Cumulative Gross Revenue Cumulative Net Revenue Cumulative Total Prescriptions $152.8 $33.2 105.8k 1 180 million1 35 million1 120 shipped 160 30 10.1 100 140 46.7 25 33.4 120 80 Thousands M
Slide 6: Sofdra Total Prescriptions Shipped
Sofdra® Total Prescriptions Shipped Shipments grew 25% to 33,358 in Q4 FY26 vs Q3 FY26 For personal use only 33,358 June set an all-time high for Sofdra with TRx 26,684 shipments of 12,895 25,351 20,401 Sales momentum is expected to continue In a new survey conducted by Botanix in May: 100% of recen
Slide 7: Sofdra Net Revenue
Sofdra® Net Revenue Net revenue resumed growth following annual deductible reset in Q3 For personal use only $10.1 $9.1 Q3/Q4 Annual deductible reset occurs in January, when US health insurance resets, requiring $7.1 $6.9 patients to pay all medical costs until deductible is met MAY→ Reimbursement r
Slide 8: Gross to Net Yield
Gross to Net Yield Gross-to-net (GTN) yield improved to 22% following annual deductible reset in Q3 For personal use only 24% 23% 22% GTN improved from 18% in Q3 FY26 to 22% in Q4 FY26 18% GTN is expected to continue its upward trajectory into Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Botanix Pharmace
Slide 9: Quarterly Performance
Quarterly Performance Q4 FY26 delivered solid capital and inventory positions to support growth For personal use only $36.6m ~$31.3m $(10.6m) Q4 CASH & CASH EQUIVALENTS INVENTORY BALANCE OPERATING CASH OUTFLOW Versus Cash and cash Compared with $34.5m in Q3 Operating net cash equivalents of $22.1m i
Slide 10: Operating cash outflow
30 Sep 25 31 Dec 25 31 Mar 26 30 Jun 26 Operating cash outflow Cash flows from operating activities Receipts from Royalties Receipts from product sales, net of fees 504 8,271 435 11,890 216 11,252 193 13,416 Payments for gross to net deductions from product sales (2,666) (5,051) (5,500) (6,421) Paym
Slide 11: Driving Sustainable Growth
Driving Sustainable Growth Driving growth through efficient resource allocation and cash flow discipline For personal use only Cash Flow Optimisation Efficient Resource Allocation • Operating cash outflow improved significantly to $10.6 • Botanix is completing a sales force sizing and alignment mill
Slide 12: Focused on shareholder value
Focused on shareholder value Botanix is strongly focused on unlocking and enhancing shareholder value For personal use only Raise Operational Execution Prepare to Execute Explore Strategic & Capital Efficiency Licensing Opportunities Acquisition Activity • Continue to grow Sofdra® • Strengthen the i
Slide 13: Sofdra
Sofdra® For personal use only Targeting a US market spanning 10 million Americans with primary axillary hyperhidrosis. Botanix Pharmaceuticals Limited · ASX:BOT · botanixpharma.com Botanix Pharmaceuticals Limited · ASX:BOT · Investor Presentation July 2026 · botanixpharma.com
Slide 14: About Sofdra (sofpironium)
About Sofdra® (sofpironium) First and only new chemical entity FDA A first-of-its-kind solution for primary axillary hyperhidrosis For personal use only approved for primary axillary hyperhidrosis (excessive underarm sweating) Hyperhidrosis is a medical condition Safe and effective treatment option,
Slide 15: Sofdra patent protection into 2040
Sofdra® patent protection into 2040 Strong IP supports an extended commercialisation runway and expands strategic partnering opportunities For personal use only In July: Botanix received an Intention to Grant for a European patent application NCE exclusivity 06/2029 and a Notice of Allowance for a U
Slide 16: Alternate API supplier
Alternate API supplier Potential 25% – 40% reduction in cost of goods sold and increased gross profit For personal use only Botanix has agreed to terms with PPL Pharma v Technical transfer is underway Solutions Riverview LLC (“Piramal”) for a proposed manufacturing and supply arrangement between v P
Slide 17: The Botanix Fulfilment Platform
The Botanix Fulfilment Platform Primed for additional products at a low incremental cost For personal use only ü Seamless fulfillment ü Increase reimbursed Rx WHOLESALE PRESCRIBER PATIENT PHARMACY R ü High fill and refill rates CO-PAY Consigned DISCOUNT I’ve never used a specialty pharmacy MCO Produ
Slide 18: Catalysts to drive Botanix performance
Catalysts to drive Botanix performance Long IP runway For personal use only to 2040 elevates Botanix value Expand Sofdra proposition for licensing to other mergers and regions for acquisitions Decrease COGS 25% – 40% by increased revenue Add new products onboarding to platform to alternate API accel
Slide 19: Botanix Pharmaceuticals Limited
Botanix Pharmaceuticals Limited For personal use only FDA Approved | Commercially Proven | Platform Enabled Botanix Pharmaceuticals Limited ASX:BOT botanixpharma.com INVESTOR RELATIONS CONTACT: wr@janemorganmanagement.com.au Botanix Pharmaceuticals Limited · ASX:BOT · Investor Presentation July 2026
Botanix Pharmaceuticals — Q4 FY26 Earnings Presentation on 6ix