Ltr Pharma Limited · ASX:LTP
Ltr Pharma — Shareholder Meeting (October 2026)
17 slides from Ltr Pharma's shareholder meeting presentation, Oct 23, 2026
Slide 1: 2026 Annual General Meeting Presentation
2026 Annual General Meeting Presentation For personal use only 23 October 2026 LTR Pharma Limited (ASX:LTP) (“LTR Pharma” or “the Company”) advises that the Annual General Meeting (“AGM”) will be held today, Friday, 23 October 2026, at 2:00pm (AEST), at the offices of K&L Gates 16/66 Eagle Street, B
Slide 2: Annual General Meeting
rsonal use only Annual General Meeting 23 October 2026 AGM Presentation | October 2026
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer ‣ Nature of Document: This presentation has been prepared and issued by LTR Pharma Ltd Company and its operations. In certain cases, forward-looking information may be identified by (Company or LTP) to provide general information about the Company. The information in
Slide 4: FY26 in review
FY26 in review Key milestones, 1 July 2025 to 30 June 2026 rsonal use only Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Jul to Sep 2025 Oct to Dec 2025 Jan to Mar 2026 Apr to Jun 2026 ‣ Dr Amy Pearlman and Dr ‣ Ethics approval and TGA ‣ Phase II recruitment ‣ Phase II interim data: rapid Andrew Sun join the clea
Slide 5: Since year-end
Since year-end From U.S. agreements to first U.S. prescriptions, July to October 2026 rsonal use only Q1 FY27 October 2026 Jul to Sep 2026 October 2026 to date ‣ JUL Definitive U.S. agreements executed with ‣ 1 OCT Final Phase II Clinical Study Report: six- Shed Holdings and Strive Pharmacy fold fas
Slide 6: Executive Summary
Executive Summary Clinical validation → Real-world validation → U.S. prescriptions commenced rsonal use only 1 2 3 Clinical proof established Real-world demand validated U.S. prescriptions commenced ‣ SPONTAN / ROXUS is a rapid-acting ‣ A 147-patient Australian TGA SAS ‣ ROXUS patient-specific presc
Slide 7: Large ED Market with a Clear Treatment Gap
Large ED Market with a Clear Treatment Gap Oral PDE5 inhibitors remain first-line, but response and persistence limitations leave a sizeable unmet need rsonal use only ~US$5B ~322M estimated annual global men globally estimated Rapid-onset, ED drug market¹ to have ED in 2025¹ non-invasive PDE5 optio
Slide 8: PDE5 inhibitors work. Oral delivery is the constraint
PDE5 inhibitors work. Oral delivery is the constraint Same mechanism; the difference is absorption speed rsonal use only First-pass 30 to 120 minutes Food, alcohol metabolism to peak and the gut Oral PDE5is are absorbed through the gut and pass Median Tmax: avanafil 30 min, sildenafil 60 min, A high
Slide 9: Final Phase II Report Confirms Six-Fold Faster Absorption
Final Phase II Report Confirms Six-Fold Faster Absorption and Completes FDA PK Dataset Final Clinical Study Report | n=27 (14 aged ≥65) | randomised three-way crossover | independent CRO rsonal use only Comparative PK results Six-fold faster absorption, p<0.0001 Key Findings Parameter Vardenafil ‣ S
Slide 10: Real-World Outcomes: Patient-Reported Response
Real-World Outcomes: Patient-Reported Response Improved erectile hardness and/or achieving penetration | 147 treatment-experienced men 93% 68% 53% rsonal use only men seeking greater convenience achieved penetration following overall cohort (100 of 147) and spontaneity (42 of 45) treatment (78 of 14
Slide 11: ROXUS® U.S. Prescriptions Commenced
ROXUS® U.S. Prescriptions Commenced First valid patient-specific ROXUS® prescriptions fulfilled by Strive through Mavrox rsonal use only Demand Engine Supply Engine Shed Holdings LLC | Executed 17 Jul 2026 Strive Pharmacy | Executed 20 Jul 2026 US direct-to-consumer telehealth platform: Mavrox Exclu
Slide 12: Portfolio Overview and Development Focus
Portfolio Overview and Development Lead Clinical Program ‣ TGA Early Access – ACTIVE ‣ FDA 505(b)(2) regulatory pathway Focus ‣ Phase II PK study complete; final report completes FDA PK rsonal use only Intranasal Sprays for Erectile dataset Validated Platform Dysfunction ‣ U.S. ROXUS prescription fu
Slide 13: Key Milestones
Key Milestones Completed milestones → current execution → next major value inflection points COMPLETED EXECUTE NOW NEXT INFLECTION rsonal use only Achieved CY2026 Near-Term Execution 1H CY2027+ Development Progression ‣ U.S. ROXUS® prescription fulfilment ‣ ROXUS® - U.S. prescription activity ‣ ROXU
Slide 14: Making headlines in FY26
Making headlines in FY26 Throughout FY26, LTR rsonal use only Pharma’s clinical and commercial milestones were reported across Australian business and investor media, including Stockhead, The Australian, Ausbiz, Small Caps, and biotech publications. SPONTAN’s science reached clinicians directly in F
Slide 15: Board of Directors
Board of Directors Seasoned leadership driving innovation and growth in healthcare rsonal use only Mr. LEE RODNE Ms. MAJA MCGUIRE Dr. JULIAN CHICK (Executive Chairman) (Independent Non-Executive Director) (Independent Non-Executive Director) ▲ Healthcare entrepreneur and executive ▲ Over 15 years’ e
Slide 16: Global Team, Strategic US Presence
Global Team, Strategic US Presence Experienced leadership across key markets Executive Team US TEAM rsonal use only Executive Chairman | Lee Rodne General Manager & Business Development US | Tom Riester Over 25 years in healthcare and tech sectors in both public ASX and private Over 25 years of expe
Slide 17: Corporate Snapshot
Corporate Snapshot As of 22 October 2026 rsonal use only ASX code LTP Shares on issue 182.27M Market capitalisation $85.66M Cash and cash equivalents (30 June 2026) A$19.6M Debt Nil Top 20 shareholders 45.73% Source: Appendix 4C for the quarter ended 30 June 2026. AGM Presentation | October 2026