Slide 1: Investor Roadshow August 2024
ACTIONS FSGS CLINICAL STUDY @ Dimerix (ASX:DXB) August 2024 Investor Roadshow Developing new therapies to treat inflammatory causes of kidney and respiratory disease with unmet clinical needs Authorised for lodgement by the Board of the Company
Slide 2: Forward looking statements
Forward looking statements This presentation includes forward-looking statements that are subject to risks and uncertainties. Such statements involve known and unknown risks and important factors that may cause the actual results, performance or achievements of Dimerix to be materially different fro
Slide 3: Corporate overview
Corporate overview Ticker Symbol ASX: DXB Cash Balance (Jun24)* “A$22.1 million for past 30 trading days? Market Capitalisation? “A$267 million Share price! “A$O.A8 Total ordinary shares on issue? 550,659,795, Average Daily Liquidity by value $3.62 million Cash balance includes payment of: * signifi
Slide 4: Lead Drug Candidate, FSGS Indication, Commercial Validation
Lead Drug Candidate • • FSGS Indication • • • Commercial Validation •
Slide 5: Focal Segmental Glomerulosclerosis (FSGS)
Focal Segmental Glomerulosclerosis (FSGS) How do you measure kidney function? * Historically, measured using “hard” endpoints for kidney disease Focal = some . (kidney failure) -which may not be reached for decades! Segmental = sections . . . * Regulatory agencies and national bodies now consider es
Slide 6: Why are kidneys important? Why is proteinuria important?
Why are kidneys important? Why is proteinuria important?
Slide 7: Primary endpoint: eGFR (kidney function) - example
Primary endpoint: eGFR (kidney function) - example Natural aging kidney function slope! * Kidney function can be measured using estimated eGFR 120 glomerular filtration rate (eGFR): o how many millilitres of blood is filtered by the 100 kidney per minute per year * eGFR slope naturally declines as w
Slide 8: Progression of FSGS kidney disease
Progression of FSGS kidney disease Kidney vessels have to work Existing blood pressure medication harderunder highypressure targets Step 1: angiotensin receptor 1 DMX-200 interrupts Step 2 - the blocker (ARB) lowers blood pressure N inflammatory pathway to target High blood decreasing inflammation?
Slide 9: DMX-200: Phase 2 met primary and secondary endpoints
DMX-200: Phase 2 met primary and secondary endpoints a6 Clinically meaningful outcomes achieved for patients,? with no safety issues Betsy y reduction in 6 proteinuria could yield years Be of preserved native kidney G/F , ao function and delay the > ee 5 hoe OY onset of kidney failure and 7 re y ae
Slide 10: DMX-200: Phase 2 met primary and secondary endpoints
DMX-200: Phase 2 met primary and secondary endpoints a6 17% average reduction of proteinuria in Phase 2 is clinically meaningful! Adjusted models Estimated eGFR slope year year UPCR reduction (95%Cl Persistent proteinuria —_»— 6.7 (-10.0, -3.4) | Wedewse 8, 34) | 20% decrease ———_ -5.8 (-8.8, -28) '
Slide 11: Phase 3 Clinical Trial
PHASE 3 CLINICAL TRIAL @ Dimerix
Slide 12: Background Phase 3 Trial Timeline
Background Phase 3 Trial Timeline • • •
Slide 13: ACTION3 Current and planned clinical sites
O ACTING Current and planned clinical sites FSGS CLINICAL STUDY A randomised, double-blind, multi-centre, placebo-controlled study of renal outcomes of DMX-200 in patients with FSGS receiving an ARB Recruitment planned at 170+ sites in: Australia, New Zealand o—~S Taiwan, Hong Kong, Malaysia, Thaila
Slide 14: ACTION3 study operation — double recruitment curve
@? ACTIN study operation — double recruitment curve FSGS CLINICAL STUDY ACTION3 can anticipate two “S shape” recruitment curves: 1. During part 1; and 2. During parts 2 & 3 Part 1 outcome successful Anticipated analysis outcomes Number of patients recruited First stage of opening “72 sites Second st
Slide 15: FSGS Market Opportunity
FSGS MARKET OPPORTUNITY @ Dimerix
Slide 16: The total number of deals
The total number of deals Global partnering trends — Q1 2024 R&D Partnerships — Global Healthcare and Life Sciences’ ellie? ‘mm Total Deal Value ($6) mmm Total Upfront Cash and Equity ($B) —®=Number of Deals * 2023 and Q1 2024 $80.0 350 $73.0 dealmaking environment $70.0 . 300 shows fewer, but highe
Slide 17: Kidney disease is high interest area for pharma
Kidney disease is high interest area for pharma Prevalence of Kidney Failure, 2001-20232 ' Kidney disease is the third-fastest-growing cause of death globally! * Inthe US alone, the number of people with kidney failure increased by >200% from 2001 to 2023? 2 * By 2040, it is expected to become the f
Slide 18: Competitive landscape in FSGS
Competitive landscape in FSGS No approved therapies for FSGS DMX-200 is the only therapy in phase 3 development Phase 1 Phase 2 Phase 3 Company @ Dimerix
Slide 19: Potential FSGS market size
Potential FSGS market size Estimated 7MM (+China) No approved therapies for F © diagnosed patients (2022)'4 DMX-200 is the only therapy in phase 3 development O Multi-billion dollar market potential @ > Example pricing for other rare kidney disease drugs : * in the US (i.e. Filspari in IgAN)?is US$9
Slide 20: Summary of DMX-200 licensing deals
Summary of DMX-200 licensing deals Dimerix has validated the technology! and proven its ability to licence multiple territories, with more deals anticipated Summary ADVANZ & PHARMA EEA, Canada, Switzerland, pear) United Arab Emirates (UAE), Other Licensing Deals (incl. US & China) sales Escalating m
Slide 21: Global partnering availability
Global partnering availability + Licensing deal second of potentially multiple agreements globally + Received multiple non-binding term “i - sheets for global deals and regional Ul SON. , deals! De + Multiple parties in data room % Py 4 conducting due diligence and QY TOVRA negotiating for various t
Slide 22: Time to deal — actual timeline experience
Time to deal — actual timeline experience The time from first meeting to executing a license agreement takes time - it can take up to 2 years It is all in the planning and experience in doing deals: Dimerix has a number of parties : ji 1 * Structure, tactics & outreach GHEE SSI CTS THI (PROSE * Proc
Slide 23: Order of deals was strategic
Order of deals was strategic Commercial Validation Negotiation Leverage y, Further deals anticipated before Potential Marketing Part 2 analysis anticipated mid-20252 1 1st deal — EU selected: commercially validate asset and prove Part 2 analysis; partnering capabilities Dimerix negotiation before Pa
Slide 24: Lead Drug Candidate, FSGS Indication, Commercial Validation
Lead Drug Candidate • • FSGS Indication • • • Commercial Validation •
Slide 25: A biopharmaceutical company developing innovative new therapies
A biopharmaceutical company developing innovative new therapies in areas with unmet medical needs, with a core focus on inflammatory disease treatments such as kidney and respiratory diseases. WELL POSITIONED TO DELIVER OUR STRATEGIC PLAN SCAN ME Dimerix HQ 425 Smith St, Fitzroy 3065 Victoria, Austr
Slide 26: Board of Directors
Mark Diamond Nina Webster Hugh Alsop Sonia Poli Clinton Snow BSc, MBA PhD, MBA, M.IP.Law BSc (Hons), MBA PhD BEng (Hons), BCom Non-Executive Chairman CEO & Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Antisense, Faulding (Pfizer) Acrux, Immuron, Wyeth (Pfize
Slide 27: Executive management team
Nina Webster Hamish George David Fuller Robert Shepherd Bronwyn Pollock PhD, MBA, M.IP.Law BCom, CA, GIA(Cert) B.Pharm (Hons), MBBS PhD MBA BSc (Hons), MBA CEO & Managing Director CFO & Company Secretary CMO CCO VP, Product Development Wyeth (Pfizer), Acrux, Immuron Bio101, Pitcher Partners Race Onc
Slide 28: Renal disease landscape
Renal disease landscape “A squeaky wheel waiting for grease: 50 years of kidney disease management in the US” “More change in the past 24 months than the past 24 years: The rapid evolution of [kidney disease] management” Historical lack of incentives and public policy have Icontributed to high costs
Slide 29: Clinical study change: use of surrogate endpoints
Clinical study change: use of surrogate endpoints A surrogate endpoint is an intermediate outcome ACTI eS 3 which substitutes the clinically meaningful endpoint FSGS CLINICAL STUDY FDA grants first accelerated approval a drug based on Publications proteinuria endpoint in demonstrate a rare kidney di
Slide 30: Upfront payment (US$)
$90 $80 Ventus+ Novo Nordisk (Worldwide) Ph 1, multiple assets $70 Travere Therapeutics +Vifor Pharma (EU, UK, ANZ) Ph 3, multiple indications $60 Roche +Ionis Pharmaceuticals Aurinia Pharmaceuticals + (Worldwide) Ph3, single asset Upfront payment (US$) Otsuka Pharmaceutical (EU, Japan, Russian Fede
Slide 31: Policy change: renal disease healthcare economic burden
Policy change: renal disease healthcare economic burden “40 million | adults have kidney disease (“15% of the . . , adult population) in the | Economic cost of kidney failure in the US US in 20211 Total Medicare expenses per year costs for kidney failure patients (2009-2021E) ? $60 US$88 billion j c
Slide 32: DMX-200 — working on inflammatory signalling pathway
DMX-200 — working on inflammatory signalling pathway A CCR2 inhibitor working synergistically alongside the current standard of care (ATIR blocker): G protein-coupled receptor (GPCR) New Chemical Entity status, 2 x 120mg capsule daily Consistently safe and well 4 clinical studies completed tolerated
Slide 33: Proposed non-clinical safety package suitability for NDA confirmed with FDA
• • • Proposed non-clinical safety package suitability for NDA confirmed with FDA
Slide 34: uMCR normalised to baseline v time
uMCR normalised to baseline v time N=7, GeoMean 50% 1.5 uMCR normalised 0% 1.0 -50% 0.5 On placebo On active 0.0 0 5 10 15 Time (weeks) • ▪ ▪
Slide 35: Intellectual property and exclusivity
Intellectual property and exclusivity 7/0 year Orphan 2 042 2032 exclusivity? in Method of Use Method of Use any territori Global application’ Granted? NSN any CCR2 antagonist with any CCR2 inhibitor with any endothelin A receptor any ARB for any kidney for any disease disease NCE status? exclusivit
Slide 36: Advancing the broader pipeline
Advancing the broader pipeline Additional longer term pipeline opportunities diversify risk and potential sources of revenue DMX-700 for Chronic DMX-200 for Diabetic Undisclosed Opportunities Obstructive Pulmonary Kidney Disease Disease (COPD) Preclinical studies show that DMX-700 Phase 2 demonstrat