Algorae Pharmaceuticals Limited · ASX:1AI
Algorae Pharmaceuticals — Investor Presentation (October 2026)
21 slides from Algorae Pharmaceuticals's investor presentation, Oct 30, 2026
Slide 1: Non-deal Presentation October 2026
ASX:1AI · Non-deal Presentation · OCTOBER 2026 rsonal use only Accessible care Advanced science A healthier future
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation has been prepared by Algorae Pharmaceuticals Limited (“Algorae” No Liability The information contained in this presentation has been prepared in Forward-looking statements, opinions and estimates provided in this presentation or the “Company”) based
Slide 3: Our model
Our model Two engines. Independent validation. Commercial execution underway rsonal use only Near-term revenue Longer-dated optionality AlgoraeRx 6+ Manufacturing partners AlgoraeOS Sourcing, licensing and supplying generic and specialty medicines across AI drug discovery platform identifying synerg
Slide 4: Board and management
Board and management Drawn from EBOS/HPS, Baxter and Sandoz — the businesses that already supply Australian hospital pharmacy, with board and management experience across ASX and Nasdaq-listed companies. rsonal use only Leadership David Hainsworth David Gulland Troy Valentine Vishal Shah Waleed Elsa
Slide 5: AlgoraeRx · Strategic expansion
AlgoraeRx · Strategic expansion Our commercial subsidiary, supplying generic and specialty medicines Products sourced from contracted manufacturers, supplied through established Australian and New Zealand channels. rsonal use only 01 02 Generic and specialty medicines across ANZ Addressing unmet loc
Slide 6: Why AlgoraeRx is positioned to succeed
AlgoraeRx · Positioning Why AlgoraeRx is positioned to succeed AlgoraeRx builds on proven industry expertise rather than creating a pharmaceutical company from the ground up — pairing decades of established rsonal use only relationships and a global manufacturing network with data-led product select
Slide 7: First licence to public-hospital appointment in nine months
AlgoraeRx · Execution First licence to public-hospital appointment in nine months rsonal use only 6+ Manufacturing partners 25+ Products contracted / MOU 7 Under TGA evaluation 3 Products in market 23 Sep 2025 Nov 2025 – May 2026 Apr – Aug 2026 1 Jul 2026 19 Oct 2026 Q4 CY2026 · Next First licence e
Slide 8: Key manufacturing partners
AlgoraeRx · Execution Key manufacturing partners 6+ manufacturers contracted in just over a year, each producing at scale for global markets. rsonal use only 6+ Manufacturing 25+ Products contracted Categories Oncology Cardiovascular Metabolic Diabetes Mental health Neurology Specialty partners / MO
Slide 9: Two routes to market, the same channels
AlgoraeRx · Routes to market Two routes to market, the same channels We register products under our own label, and distribute others under the manufacturer’s. Both reach the same hospital, pharmacy and institutional buyers. rsonal use only Licensing / registration Manufacturer’s label Own label Dist
Slide 10: Growing demand, fragile supply
Market opportunity Growing demand, fragile supply Australia’s medicine market is growing fastest in generics — the segment least reliably supplied by offshore manufacturers. rsonal use only Demand The gap The pool A$33bn 432 A$3.43bn market by 2030, from A$24bn in 2025 current shortage reports on th
Slide 11: Demand is already concentrated and ageing
Growth driver 1 of 2 · Population ageing Demand is already concentrated and ageing Australians aged 60 and over fill around 32 PBS prescriptions a head each year, against 6 for everyone else — and they are the fastest-growing part of rsonal use only the population. Today The growth The channel 63% +
Slide 12: Differentiation is how a supplier competes on value
Growth driver 2 of 2 · Product differentiation Differentiation is how a supplier competes on value Australian generic pricing is among the lowest in the developed world. Formulations and presentations available overseas often never reach Australia — the market is too rsonal use only small to justify
Slide 13: The team behind AlgoraeOS
AlgoraeOS · Research and development The team behind AlgoraeOS Combination therapy is foundational in modern oncology, but testing the possible pairings would take millions of experiments. AlgoraeOS predicts which are rsonal use only worth running — developed with UNSW, with validation testing condu
Slide 14: Predict, validate, learn
AlgoraeOS · Discovery engine Predict, validate, learn AlgoraeOS predicts drug-combination synergy — four metrics at once, at specific doses, with a confidence score on every prediction. rsonal use only 01 · Predict 02 · Validate 03 · Learn 3,000+ compounds 170+ unique cell lines Predicted combinatio
Slide 15: AOS2 achieved an independently validated synergy hit rate ~2.5× that of AOS1
AlgoraeOS · Validation & scale-up AOS2 achieved an independently validated synergy hit rate ~2.5× that of AOS1 rsonal use only Three preclinical programs run independently by the Victorian Centre for Functional Genomics at Peter Mac, against the same predefined synergy thresholds — two complete and
Slide 16: Preclinical pipeline
AlgoraeOS · Preclinical pipeline Preclinical pipeline Two fixed-dose combination programs, both preclinical and both with IP filed — one with a clinical pathway being scoped, one still generating efficacy and safety data. rsonal use only AI-116 — fixed-dose combination (Dementia) AI-168 — fixed-dose
Slide 17: Corporate overview
Corporate Corporate overview Capital structure and register. rsonal use only Market cap Cash EV $18.2m − $3.15m = $15.1m 2.02bn shares × $0.009 30 Sep 2026, unaudited Enterprise value Securities Funding Register composition As at 6 Oct 2026 ASX code 1AI Cash $3.15m Top 40 holders 30 Sep 2026, unaudi
Slide 18: What happens next
Outlook · Both engines What happens next rsonal use only Near-term revenue Longer-dated optionality AlgoraeRx AlgoraeOS Underway Revenue generation from products in market. Underway Third program with Peter Mac to independently validate predictions generated by the AOS2 multi-anchor program. Expecte
Slide 19: Contacts
Contacts Two engines. Independent validation. Commercial execution underway. rsonal use only Corporate & Media Enquiries [email protected] Website algoraepharma.com ASX Announcements algoraepharma.com/investors/announcements Corporate Address Level 23, Rialto South Tower 525 Collins St, Me
Slide 20: References
Appendix References Full sources, table references, retrieval dates and calculation methods for the figures used throughout this presentation. rsonal use only Pages 5 and 10 Medicine shortages Pages 5 and 10 Pool TGA Medicine Shortage Reports Database, shortage status “Current” — 432 reports coverin
Slide 21: References (continued)
Appendix References (continued) rsonal use only Page 11 PBS age distribution Page 14 AlgoraeOS preprint and benchmarking PBS Expenditure and Prescriptions Report, 1 July 2024 – 30 June 2025 — prescriptions to patients Heydari MJ, Lye B, Masouri P, Marsland T, Pamulapati K, Vary R, Allen H, Simpson K
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