Avecho Biotechnology Limited · ASX:AVE
Avecho Biotechnology — Shareholder Meeting (May 2026)
22 slides from Avecho Biotechnology's shareholder meeting presentation, May 26, 2026
Slide 1: Chair's Address & CEO Presentation (ASX Announcement)
ASX Announcement 26 May 2026 Chair’s Address & CEO Presentation Melbourne, Australia, 26 May 2026: Avecho Biotechnology Limited (ASX: AVE) (“Avecho” or the “Company”) attaches the Chair’s Address and the Chief Executive Officer’s presentation for the Annual General Meeting of 26 May 2026 to be held
Slide 2: Chair's Address
Chair’s Address Dear Shareholders, I am pleased to welcome you to the 2026 Annual General Meeting of Avecho Biotechnology Limited. When we met at last year's AGM, the Company had recently completed the licensing of the Australian commercial rights for our TPM®-enhanced cannabidiol soft-gel capsule t
Slide 3: Chair's Address (continued)
I would also like to take the opportunity to thank Matt McNamara, who has made the decision to step down from the Board after six years of service. Matt has been an important part of the Company during the foundational development period of our CBD product, in addition to chairing our risk and audit
Slide 4: CEO Presentation
For personal use only CEO Presentation Tuesday 26th May 2026 www.avecho.com.au | ASX:AVE
Slide 5: Safe Harbour Statement
This presentation, and any differences may be material representations made before, during (whether positive or negative). or after the presentation, may The risks that may cause Avecho‘s include forward-looking statements actual results, performance or Safe Harbour For personal use only that are in
Slide 6: Where Avecho Sits Today
WHERE AVECHO SITS TODAY Coming into the Phase III interim analysis For personal use only Treatment Phase Complete Phase III insomnia trial Significant Commercial Partner in place 244 patients completed for the interim analysis — readout Sandoz, world's largest generics pharma — US$3M upfront, late J
Slide 7: The Year Behind Us
THE YEAR BEHIND US Advancing every functional area of the business For personal use only Corporate Investor relations ● $2.5M placement October 2025 ● Market cap up ~4× since last AGM (~$12.7M → ~$49.8M) ● AVEOA options exercised May 2026 — $1.9M cash ● Active investor roadshows and engagement progr
Slide 8: We closed recruitment ahead of target
PHASE III RECRUITMENT We closed recruitment ahead of target For personal use only What the over-recruitment means 244 patients randomised 16% above the 210-patient interim analysis target Greater statistical power More patients means the interim analysis assesses efficacy from a more robust dataset
Slide 9: The market is listening
PHASE III RECRUITMENT The market is listening Active institutional engagement programme For personal use only ● Multiple investor roadshows in 2025–26 The result of telling a consistent story ● New institutional investors on the register 60 ● Capital structure simplified post option expiry Market ca
Slide 10: US patent granted — protection to 2043
INTELLECTUAL PROPERTY US patent granted — protection to 2043 For personal use only US patent granted; European patent in allowance US protection to 2043 • EU grant expected to follow • Covers proprietary cannabinoid soft-gel formulation Coverage protects Avecho's proprietary cannabidiol soft-gel for
Slide 11: Twelve months in — a deeper partnership than the paper
Twelve months in — a deeper partnership than the paper 12 months on For personal use only Team and resourcing Working with the partner Australian commercial rights signed Our experience: Sandoz has Clinical, manufacturing and March 2025 assigned a substantial team to the regulatory conversations are
Slide 12: Company Snapshot
Company Snapshot AVE Corporate Summary Management and Board For personal use only Total shares 3.83 Bn Dr Paul Gavin Chief Executive Officer Dr Roksan Libinaki Chief Operating Officer Total options1 0.16 Bn Cash (end Q1 2026) A$4.3 M Dr Greg Collier Chairman + Options Exercised (May) $1.9M Dr Ross M
Slide 13: The Interim Analysis: Five Weeks Away
For personal use only THE INTERIM ANALYSIS FIVE WEEKS AWAY
Slide 14: Phase III design — what we're testing
THE TRIAL Phase III design — what we're testing For personal use only 244 participants randomised for the interim cohort Insomnia — what we're treating Difficulty falling or staying asleep 3 arms 75mg CBD | 150mg CBD | placebo Affects ~10-30% of Australians No approved OTC pharmaceutical product cur
Slide 15: What the interim analysis is
UNDERSTANDING THE READOUT What the interim analysis is For personal use only 1 2 3 What gets tested Who decides What we'll learn The DMB will recommend one of three outcomes: The interim analysis examines whether the CBD An independent Data Monitoring Board reviews 1) Positive - Continue the trial w
Slide 16: From recruitment closed to interim result
PROCESS TO READOUT From recruitment closed to interim result For personal use only 4 5 ★ 2 March 2026 May 2026 May 2026 June 2026 Late June 2026 Late June 2026 Dosing complete Database locked, Recruitment DMB conducts DMB delivers Avecho announces (244 patients, statistical analysis closed data revi
Slide 17: Why this trial is positioned to deliver a clinical signal
TRIAL DESIGN Why this trial is positioned to deliver a clinical signal For personal use only Three key design features have been built into this trial specifically to maximise the probability of a successful result 01 02 03 Two independent primary endpoints Adaptive design interim analysis Placebo-e
Slide 18: Three possible outcomes
WHAT HAPPENS AFTER THE READOUT Three possible outcomes For personal use only Stop for futility -- negative Trial continues -- positive Stop for efficacy -- positive The drug is not showing the Base case positive outcome — this Upside scenario — not expected, but required effect is what we are aiming
Slide 19: Continuing the trial — how we fund it, how we execute
BASE CASE IN DETAIL Continuing the trial — how we fund it, how we execute For personal use only The base case requires ~300 additional patients. The two questions shareholders will ask: how much, and how long? How we fund it How we accelerate What runs in parallel ● Priority: pharmaceutical licensin
Slide 20: Next months — milestones and triggers
ASSUMING SUCCESS Next 12 months — milestones and triggers For personal use only Now → Late June 2026 H2 2026 2027 Trial completion and submission Interim analysis readout Post-readout activation readiness ● Dosing complete; database locked ● Pursue further licensing deals ● Complete Phase III dosing
Slide 21: Every part of our thesis has been independently validated
CLOSING ARGUMENT Every part of our thesis has been independently validated For personal use only For years we have claimed big things for this product. At each step, an external body has validated those predictions. One piece of validation remains. Preclinical US Patent Office TGA Sandoz Market Inte
Slide 22: Questions Welcome
Questions Welcome For personal use only Dr Paul Gavin Melbourne Office Chief Executive Officer Unit A8, 2A Westall Road T. +61 3 9002 5000 Hallmarc Business Park E. pgavin@avecho.com.au Clayton VIC 3168 Australia T: +61 3 9002 5000 E: info@avecho.com.au
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