Mayne Pharma Group Ltd. · ASX:MYX
Mayne Pharma — ASX SMIDcaps Conference March 2026
18 slides from Mayne Pharma's conference presentation, Mar 25, 2026
Slide 1: Mayne Pharma ASX SMIDCaps Conference Presentation (ASX Announcement)
ASX Announcement MAYNE PHARMA ASX SMIDCAPS CONFERENCE PRESENTATION 25 March 2026, Adelaide, Australia: Mayne Pharma Group Limited (Mayne Pharma or the Company) (ASX: MYX), today provides an investor presentation for the ASX SMIDcaps Conference to be held today in Sydney. Mayne Pharma’s CEO Mr Aaron
Slide 2: About Mayne Pharma
ASX Announcement About Mayne Pharma Mayne Pharma is an ASX-listed specialty pharmaceutical company focused on commercialising novel pharmaceuticals, offering patients better, safe and more accessible medicines. Mayne Pharma is a leader in dermatology and women’s health in the United States and also
Slide 3: Mayne Pharma Group Limited - ASX SMIDCaps Conference
For personal use only Mayne Pharma Group Limited ASX SMIDCaps Conference Sydney, Australia Aaron Gray CEO 25 March 2026
Slide 4: Disclaimer
Disclaimer The information provided is general in nature and is in summary form only. It is not complete and should be read in conjunction with the company’s audited Financial Statements and market For personal use only disclosures. This material is not intended to be relied upon as advice to invest
Slide 5: Snapshot
Snapshot Corporate Summary1,2 • Mayne Pharma is an ASX-listed specialty pharmaceutical company focused on commercialising novel pharmaceuticals, offering patients better, safe and more For personal use only accessible medicines in Dermatology and Women’s Health Share price (ASX:MYX) $2.13 Shares on
Slide 6: FY25 Snapshot - Segments
FY25 Snapshot - Segments For personal use only FY25 Revenue Contribution FY25 Segment Contribution FY25 Total Direct Contribution ($m, % of total) ($m, % of total) $7.4, 7% $75.6, 18% $178.4, 44% $40.2, 37% $109.7m $154.1, 38% $62.0, 56% 76% on pcp Women’s Health Dermatology International 4
Slide 7: Global Sales & Headcount
Global Sales & Headcount Global footprint UNITED STATES For personal use only $339 million AUSTRALIA & NEW ZEALAND $42 million T O TA L H E A D C O U N T T O TA L F Y 2 5 S A L E S CANADA 467 $408.1 million $20 million EUROPE Employees1 $4 million ASIA $3 million 5 1. As at 31 December 2025
Slide 8: Mayne Pharma in 2026
Mayne Pharma in 2026 Branded Product Sales Now Represent a Significant Proportion (%) of Mayne Pharma’s Net Sales, Driving Margin Expansion For personal use only FY24 FY25 1H FY26 32% 68% 21% 79% 16% 84% 68% Branded │ 32% Generic 79% Branded │ 21% Generic 84% Branded │ 16% Generic 56% Gross Margin 6
Slide 9: Women's Health: solid portfolio growth
Women’s Health: solid portfolio growth *Sample US promotional flyer only Future growth drivers for Women’s Health For personal use only • Drive Market Penetration – increase low single digit market share (versus competitive set – iQVIA1) + solid market growth ~1% ~3% ~2% ~3% • Strong defence of port
Slide 10: Dermatology: Improved product mix, solid channel growth from disintermediation strategy
Dermatology: Improved product mix, solid channel growth from disintermediation strategy For personal use only Future growth drivers for Dermatology • Scale the disintermediation/channel strategy (specialty pharmacy ecosystem) to reduce friction for prescribers/patients and lift direct contribution a
Slide 11: International: investing to create new opportunities
International: investing to create new opportunities For personal use only Future growth drivers for International • More capacity and reliability from Salisbury (post-upgrade) enabling higher output, better service levels and improved DIFOT1 to support growth in export and partner demand • NEXTSTEL
Slide 12: Mayne Pharma Disintermediation
Mayne Pharma Disintermediation Disintermediation: Involves removing the intermediaries (wholesalers or others) between the For personal use only manufacturer (Mayne Pharma) and the patient Mayne Pharma US Portfolio 1H FY26 Women’s Health Dermatology 17% 42% 58% 83% 59% Non-Wholesale volumes in 1H FY
Slide 13: Disintermediation – What are the benefits?
Disintermediation – What are the benefits? For personal use only Manufacturer Benefits Patient Benefits For example: Inventory – tighter controls and lower returns Transparent and predictable costs Greater certainty on co-pay arrangements Stronger negotiating position with spec pharmacy v wholesale
Slide 14: The US Pharmacy Distribution and Reimbursement System
The US Pharmacy Distribution and Reimbursement System for Patient- Administered, Outpatient Brand-Name Drugs Services agreement Formulary agreement Wholesaler payment Services contract For personal use only for product GPO Third-party payer/ The Problem Manufacturer Rebates (DIR) Health Plan & Fees
Slide 15: Mayne Pharma Model to Support Efficiency & Profitability
Mayne Pharma Model to Support Efficiency & Profitability For personal use only The Solution Manufacturers The Mayne Pharma approach is simple, efficient, and direct: • Simple — Fewer intermediaries mean clearer pricing for clinicians and more consistent access to therapy for patients. Pharmacy • Eff
Slide 16: Launched the Next Step in the Disintermediation Strategy: DistributeRx
In March 2026 Mayne Pharma Launched the Next Step in the Disintermediation Strategy For personal use only P R ES C R I P T I O N AC C ES S M A D E S I M P L E DistributeRx partners with manufacturers, providers, and pharmacies to improve patient access and offer predictable prices. • Streamlining ho
Slide 17: FY26 focus and outlook
FY26 focus and outlook For personal use only • Women’s Health: continue market share growth with dedicated people who are 100% focused on women’s health, refreshed marketing, product access solutions, strong intellectual property for our best-in-class products. Targeted investments to drive growth a
Slide 18: For further information contact
For personal use only For further information contact: Dr Tom Duthy Investor Relations +61 402 493 727 ir@maynepharma.com To register for an email alert service to receive Mayne Pharma announcements released to the Australian Securities Exchange (ASX) please visit https://www.maynepharma.com/investo
Mayne Pharma Group — ASX SMIDcaps Conference March 2026 on 6ix