Lobe Sciences Ltd · CSE:LOBE
Lobe Sciences — Investor Presentation (July 2026)
21 slides from Lobe Sciences's investor presentation, July 2026
Slide 1: Company Introduction
Company Introduction A diversified clinical-stage biopharma platform advancing multiple patented therapies for rare and underserved diseases July 2026 Dr. Frederick D. Sancilio, PhD — CEO & Chairman CSE: LOBE • OTCQB: LOBEF • FSE: LOBE.F
Slide 2: Disclaimer
Disclaimer • This presentation (“Presentation”) is an update of Lobe Sciences, Inc. (the “Company”) and is for information purposes only and should not be relied on for the purposes of making an investment decision . This Presentation does not, and it is not intended to, provide any financial, legal
Slide 3: Company Overview
Company Overview Clinical-stage biopharma that advances high-potential drug candidates through a disciplined pharmaceutical development platform $38.5M +57% 2 Co’s Market Cap (CAD) Share price gain Two subsidiaries with at April 28, 2026 in April 2026 patented clinical programs 01 02 03 04 Market mo
Slide 4: Shares & Market Cap on a Sustained Upward Trajectory
Shares & Market Cap on a Sustained Upward Trajectory Sancilio era began Nov 2024 — accretive, sustained quarterly compounding +884% +462% +46.4% $38.5M Market cap growth Share price growth Avg quarterly Market cap (CAD) Nov '24 → Apr '26 Nov '24 → Apr '26 compounding rate @ Apr 28, 2026 Growth has b
Slide 5: How We Are Structured
How We Are Structured A capital-efficient subsidiary model with each entity independently owned, funded, and valued. Lobe Sciences Ltd. Public parent • CSE: LOBE OTCQB: LOBEF Cynaptec Applied Lipid Alera Pharmaceuticals Technologies Technologies 64% ownership by Lobe Sciences Wholly owned by Lobe Sc
Slide 6: Our Strategic Model
Our Strategic Model A capital-efficient platform that develops multiple drug assets through dedicated subsidiaries with shared clinical resources — avoiding dilution of public shareholders while advancing subsidiaries. 01 ACQUIRE & SEED 02 DEVELOP & DERISK 03 MONITIZE & REPEAT Acquire undervalued wi
Slide 7: Two patented programs targeting large unmet needs
Two patented programs targeting large unmet needs Both leverage the same operational platform — shared services, shared expertise L-130 (psilocin mucate) S-100 (DHA-based composition) Developed by Cynaptec Pharmaceuticals • 64% owned by Lobe Developed by Applied Lipid Technologies • wholly owned Act
Slide 8: L-130 Development Timeline
L-130 Development Timeline From completed Phase 1 completed, with Phase Two fully funded TODAY Completed 2024 2025 2026 2027 2028 Key milestones Phase 1 safety study 1st psilocin mucate Preclinical studies SAD complete patent (Oct 2024) (independent of 28-day rodent toxicity 2nd psilocin mucate MAD
Slide 9: S-100 development timeline
S-100 development timeline Tracking to NDA filing in 4Q 2028, with Phase Two Funding Received for Clinical Trial TODAY Completed 2025 2026 2027 2028 Equivalence confirmed UK & European patents Patents & IP issued (US, EU, UK) Pentec agreement signed S-100 formulation HGC lab-scale produced Stability
Slide 10: Value Drivers & Competitive Positioning
Value Drivers & Competitive Positioning Significantly de-risked and undervalued relative to peers — with a clear path to re-rating Proprietary Conjugated Psilocin 100% bioavailability, long-term stability, non-hallucinogenic at therapeutic doses $4B market today → $7.75B by 2030 (13.7% CAGR) address
Slide 11: Near-term catalysts in the next 12 months
Near-term catalysts in the next 12 months* Four concrete value-inflection events on the calendar Additional patents L-130 preclinical & Orphan Drug Exchange uplisting expected clinical milestones Designation: S-100 targeted in late 2026 12 * Refer to Disclaimer Slide 2 in case 12 months becomes 18 C
Slide 12: Thank you
Thank you CONTACT lobesciences.com Dr. Frederick D. Sancilio • CEO & Chairman [email protected] CSE: LOBE • OTCQB: LOBEF • FSE: LOBE.F
Slide 13: Appendices
Appendices CSE: LOBE • OTCQB: LOBEF • FSE: LOBE.F
Slide 14: Why Lobe is undervalued today
Why Lobe is undervalued today Six reasons the current ~$38M CAD market cap does not reflect the underlying assets VALUATION GAP INSIDER ALIGNMENT BALANCE SHEET Trading at a fraction of Management and network own Cash and short-term investments psychedelic peers, with funded 70% — interests fully ali
Slide 15: A Historic Shift in the Regulatory Landscape
A Historic Shift in the Regulatory Landscape The White House Executive Order directly validates Lobe's pharmaceutical-grade development strategy “ We believe that many investigational compounds should ultimately be removed from Schedule I classification and studied within standard pharmaceutical dev
Slide 16: FDA Acceleration of Novel Neurological Treatments
FDA Acceleration of Novel Neurological Treatments FDA has passed laws to accelerate classes of drugs How The FDA Is Accelerating This Class related to L-130 An FDA approval route allowing applicants to reference existing The FDA has created multiple pathways to accelerate approval safety and efficac
Slide 17: Q2 FY2026 — Financial & Operational Update
Q2 FY2026 — Financial & Operational Update Six months ended February 28, 2026 FINANCIAL HIGHLIGHTS PROGRAM UPDATES $4.96M $2.16M L-130 (psilocin mucate) Cynaptec Pharmaceuticals • 64% owned Phase I ✓ Total liquidity Net working capital $1.07M cash + $3.89M short-term Positive balance sheet position
Slide 18: L-130: a patented new chemical entity
L-130: a patented new chemical entity Active metabolite of psilocybin — stable, sub-hallucinatory, three indications under study PRIMARY INDICATION EXPANSION INDICATION EXPANSION INDICATION Chronic Cluster Headache Substance Use Disorder Generalized Anxiety Disorder 60K+ 1 in 6 2.7% US patients (1M+
Slide 19: L-130 First-in-Man (10 normal subjects)
L-130 First-in-Man (10 normal subjects) Published 2024 — differentiated profile addressing key limitations of other tryptamines BIOAVAILABILITY HALLUCINATIONS REPORTED Rapid and complete Subjects given 4 mg dose ~100% absorption in less than 40 minutes — no slow uptake or variable PK that complicate
Slide 20: S-100: a de-risked therapeutic for sickle cell disease
S-100: a de-risked therapeutic for sickle cell disease Same active pharmaceutical ingredient as Sancilio's published, successful Phase 2 program 100K+ >$5B 10 yrs 505(b)(2) US patients with Pfizer paid for SCD drug — of foundational research NDA pathway shortens Sickle Cell Disease then withdrew for
Slide 21: S-100: >40% reduction in vaso-occlusive crises at 8 weeks
S-100: >40% reduction in vaso-occlusive crises at 8 weeks Active vs. placebo • 43% reduction sustained at Day 370 Annualized rate of VOCs (vaso-occlusive crises) — Active (n=50) vs. Placebo (n=17) Bars show baseline vs. Week 8 (double-blind phase) — active arm fell from 3.46 to 1.96 DURABILITY Long-