Immuron Limited · ASX:IMC
Immuron — Coffee Microcaps VIP Conference 2025
21 slides from Immuron's conference presentation, Sep 16, 2025
Slide 1: ASX announcement: CEO presentation to Coffee Microcaps Conference
Immuron CEO, Steven Lydeamore presentation to Coffee Microcaps Conference Melbourne, Australia, September 16, 2025: Immuron Limited (ASX: IMC; NASDAQ: IMRN) is pleased to advise our Chief Executive Officer, Steven Lydeamore will be presenting at the Coffee Microcaps VIP Conference on Tuesday 16th Se
Slide 2: Announcement continued: IMM-124E and IMM-529 background
are orally active. Bovine IgG can withstand the acidic environment of the stomach and is resistant to proteolysis by the digestive enzymes found in the Gastrointestinal (GI) tract. Bovine IgG also possesses this unique ability to remain active in the human GI tract delivering its full benefits direc
Slide 3: Announcement continued: IBS market, references and forward-looking statements
Irritable bowel syndrome (IBS) is a common condition where you experience symptoms related to your digestive system. This is sometimes linked to certain foods, lifestyle habits and stress levels or mood. IBS affects around 3 out of every 10 people. Females are more likely than males to be affected.
Slide 4: Steven Lydeamore, Chief Executive Officer, September 2025
NASDAQ: IMRN ASX: IMC For personal use only Investor Presentation Steven Lydeamore Chief Executive Officer 16 September 2025
Slide 5: Safe Harbor Statement
SAFE HARBOR STATEMENT C e r t a i n s t a t e m e nt s m a d e i n t h i s p re s e nt a t i o n a re fo r wa rd - l o o k i n g s t a t e m e nt s a n d a re b a s e d o n I m m u ro n ’s c u r re nt ex p e c t a t i o n s , e s t i m a t e s a n d p ro j e c t i o n s . Wo rd s s u c h a s “a nt i
Slide 6: Executive summary
Executive summary Immuron Ltd (NASDAQ:IMRN) (ASX:IMC) is a globally integrated biopharmaceutical company focused on developing, and commercialising, oral immunotherapeutics for the treatment of gut mediated diseases Company Overview For personal use only Three commercial products: Travelan® (travell
Slide 7: 1. Financial & Operational Highlights
For personal use only 1. FINANCIAL & OPERATIONAL HIGHLIGHTS
Slide 8: FY25 Financial Summary
FY25 Financial Summary For personal use only Global Sales Australian Sales North American Revenue Revenue Sales Revenue $7.3m $5.3m $2.0m Up 49% Up 40% Up 76% EBITDA (ex-R&D)1 Cash + Term Gross Profit Deposit $(3.1)m Margin $5.9m (excludes $2.1m 65.4% A$2.8m raised from improvement the US placement)
Slide 9: Travelan continued strong sales growth
Travelan® continued strong sales growth Global Year to Date Net Sales ($AUD) Global $8,000,000 For personal use only $7,000,000 $6,000,000 + FY2025 AUD$7.3 million up 49% on prior year $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $- Jul - Sep Oct - Dec Jan - Mar Apr - Jun Australia FY24 FY
Slide 10: Commercial – Operational Highlights
Commercial – Operational Highlights 2H FY25 and 1H FY24 2H FY24 1H FY25 Outlook For personal use only Travelan® / Protectyn® • $2.36m global sales • $2.55m global sales • $4.00m global sales • $3.29m global sales Revenue • $1.87m Australia • $1.87m Australia • $2.89m Australia • $2.36m Australia • $
Slide 11: Opportunity to Convert Billion Dollar Traveller's Diarrhoea Market from Relief to Prevention
Opportunity to Convert Billion Dollar Traveller’s Diarrhoea Market from Relief to Prevention by Travelan® Billion Dollar Market Traveller’s diarrhoea treatment market is large and growing at a CAGR of ~7%1 For personal use only Industry tailwinds International travel continues to grow Travel to high
Slide 12: Expansion of Travelan Distribution
EXPANSION OF TRAVELAN® DISTRIBUTION For personal use only 9
Slide 13: 2. Clinical Development Program
For personal use only 2. CLINICAL DEVELOPMENT PROGRAM
Slide 14: Revenue generating with a strong clinical development pipeline
Revenue generating with a strong clinical development pipeline Indication 30 August 2024 29 August 2025 For personal use only Travelan® (IMM-124E) Phase 2 Clinical study topline data reported in Clinical study report submitted to FDA in January 2025 March 2024 Awaiting Travelan® Uniformed Services U
Slide 15: Status of product portfolio and key milestones
Status of product portfolio and key milestones For personal use only Peak U.S. Collaborator or Funding Current Anticipated Dates Indication Compound Preclinical Phase 1 Phase 2 Phase 3 Registration sales Source Status 2H 2025 1H 2026 Uniformed 100% of 866 Traveller's Diarrhoea Travelan® US$ 102 m Se
Slide 16: Immuron's Clinical Programs – Opportunity Assessment
IMMURON’S CLINICAL PROGRAMS – OPPORTUNITY ASSESSMENT › Immuron’s development of IMM-124E (hyperimmune › Infectious disease experts reacted favorably to the IMM-529 For personal use only bovine colostrum) as a prescription medication has MOA, and its unique ability to target three elements of the the
Slide 17: World First Triple Mechanism of Action for CDI
WORLD FIRST TRIPLE MECHANISM OF ACTION FOR CDI IMM-529: pre-IND filed with FDA July 2024; successful pre-IND meeting Indication / Target IMM-529 will be indicated for the treatment of recurrent C. difficile For personal use only Population infection Product • Novel antibody-containing therapeutic wh
Slide 18: 3. Upcoming Milestones & Outlook
For personal use only 3. UPCOMING MILESTONES & OUTLOOK
Slide 19: Upcoming Milestones & Outlook
Upcoming Milestones & Outlook Commercial For personal use only + Continued quarter on quarter growth of Travelan® from growth drivers + Australian launch of ProIBS in Q1 CY2026 + Planned growth in profitability1 of Hyperimmune products net of planned increased investment in selling & marketing Clini
Slide 20: Scientific references
Scientific references Travelan® (IMM-124E) Travelan® has been shown to reduce both the incidence and severity of ETEC- For personal use only Scandinavian Journal of Gastroenterology, 46:7-8, 862-868, DOI: 10.3109/00365521.2011.574726 induced diarrhea in up to 90% of volunteers Clinical Evaluation of
Slide 21: Steven Lydeamore, Chief Executive Officer, Contact Information
For personal use only STEVEN LYDEAMORE CHIEF EXECUTIVE OFFICER IMMURON LIMITED CONTACT INFORMATION: EMAIL: STEVE@IMMURON.COM PHONE: AUSTRALIA: +61 438 027 172