Neuren Pharmaceuticals Limited · ASX:NEU
Neuren Pharmaceuticals — H1 2026 Earnings Presentation
15 slides from Neuren Pharmaceuticals's earnings presentation, Aug 26, 2026
Slide 1: H1 2026 Results Webinar
For personal use only H1 2026 Results Webinar 26 August 2026 IMPROVING THE LIVES OF PEOPLE WITH NEURODEVELOPMENTAL DISABILITIES
Slide 2: Forward looking statements
Forward looking statements This presentation contains forward looking statements that involve For personal use only risks and uncertainties. Although we believe that the expectations reflected in the forward looking statements are reasonable at this time, Neuren can give no assurance that these expe
Slide 3: Large potential upside for shareholders is enabled by financial strength
Large potential upside for shareholders is enabled by financial strength NNZ-2591 indications prioritised for 2 Long-term income growth from DAYBUE ® For personal use only maximum commercial impact (trofinetide)1 Phelan-McDermid syndrome (PMS) A$287 million cash as at 30 Jun Pitt Hopkins syndrome Hy
Slide 4: Optimising total shareholder return with first-ever dividend program
Optimising total shareholder return with first-ever dividend program Dividend program anchored to growing royalty A$m unless otherwise stated H1 2026 actual Full year 2026 For personal use only estimates income: Royalty income US$m 23.3 52.6-56.2 • Semi-annual payment AUD/USD exchange rate 0.702 0.7
Slide 5: H1 2026 highlights
H1 2026 highlights Royalty income to Neuren On track for record FY 26 royalty income For personal use only US$ million US$53-56m, with US$23.3m CY26E US$53-56m already earned in H1 26 33 Modest corporate & admin cost of A$3.0m CY25 US$42m for H1 26, fully offset by interest income of CY24 US$37m 24.
Slide 6: Milestones achieved since Jan 2026
Milestones achieved since Jan 2026 Delphi expert consensus only 1 recommended DAYBUE as standard Acadia upgraded CY26 use(trofinetide) STIX limited launch in the US of care for Rett in the US DAYBUE guidance DAYBUE Acadia request CHMP re- STIX broadly available in the US CHMP recommended approved in
Slide 7: DAYBUE (trofinetide) Exclusively licensed to Acadia Pharmaceuticals globally
For personal use only DAYBUE (trofinetide) Exclusively licensed to Acadia Pharmaceuticals globally 7
Slide 8: Strong DAYBUE sales momentum driving sustainable royalty growth
Strong DAYBUE sales momentum driving sustainable royalty growth Record quarterly sales in Q2 and upgraded 2026 guidance by Acadia For personal use only DAYBUE Net Sales (US$m) Royalty to Neuren (US$m) +23–30% + 24–33% 510 56 391 480 348 42 53 37 Delphi expert consensus panel 177 recommended DAYBUE a
Slide 9: Long term growth opportunity through global expansion
Long term growth opportunity through global expansion For personal use only Approved Mar 2023 Approved Aug 2026 Phase 3 results Sep–Nov 2026 6,000 - 9,000 Rett patients1 9,000 - 12,000 Rett patients1 1,000 Rett patients1 Future Development US$35m following 1st US$15m following 1st Milestones2 commer
Slide 10: NNZ-2591 (ercanetide)
For personal use only NNZ-2591 (ercanetide) 10
Slide 11: Neuren is leading the development of a first treatment for Phelan-McDermid syndrome
Neuren is leading the development of a first treatment for Phelan- McDermid syndrome (PMS) The Voice of the Patient…..1 For personal use only “PMS has an overwhelming unmet medical need. There are no FDA approved treatments for PMS despite its severely debilitating manifestations. Parents and caregi
Slide 12: Koala - the first ever Phase 3 trial in PMS
Koala - the first ever Phase 3 trial in PMS Alignment with FDA on single Phase 3 trial design and endpoints to support a NDA For personal use only Same age range (3-12) and same length of treatment (13 weeks) as Phase 2 4 - 6 weeks Double-blind, 13 weeks Open label, 12 months Target dosing equivalen
Slide 13: Neuren's leadership in science and community for PMS
Neuren’s leadership in science and community for PMS Recent published study supported by Neuren Honoured to support and participate in the Koala Phase 3 study2 continues to gain estimating the prevalence of PMS to be 1 in biannual PMSF Family Conference as the momentum 7,300 people (~39,000 in North
Slide 14: A milestone-rich roadmap
A milestone-rich roadmap only 1 use(trofinetide) Acadia Q3 26 results Acadia Q4 26 results Commercial launch in US$35m 1st EU Germany commercial sale milestone payment For personalDAYBUE JP trial top-line results JP NDA submission Q3 2026 Q4 2026 2027 NNZ-2591 (ercanetide)2 Periodic updates on Koala
Slide 15: Contact
For personal use only CONTACT investorrelations@neurenpharma.com 15
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