Botanix Pharmaceuticals Limited · ASX:BOT
Botanix Pharmaceuticals — Q1 FY27 Earnings Presentation
14 slides from Botanix Pharmaceuticals's earnings presentation, Oct 27, 2026
Slide 1: Investor Update
rsonal use only Investor Update 27 October 2026 FDA Approved I Commercially Proven I Platform Enabled Botanix Pharmaceuticals Limited · ASX:BOT · botanixpharma.com Botanix Pharmaceuticals Limited · ASX:BOT · Investor Presentation October 2026 · botanixpharma.com
Slide 2: Important Notices & Disclaimer
Important Notices & Disclaimer 1. Summary information 4. Forward-looking statements and forecasts, continued The following notice and disclaimer applies to this investor presentation (“Presentation”) and you are Any such statements, opinions and estimates in this Presentation speak only as of the da
Slide 3: Protect cash runway to unlock value
Protect cash runway to unlock value PROTECT CASH RUNWAY WITH TARGETED CHANGES OPPORTUNITIES TO UNLOCK VALUE rsonal use only 1 Expand the portfolio ~75% Revenue generating ability In-license complementary assets maintained1 2 Optimize global commercialization ~60% Headcount reduction 1 Out-license ex
Slide 4: Continued momentum drives Sofdra prescriptions to 35,130
Continued momentum drives Sofdra® prescriptions to 35,130 rsonal use only 35,130 33,358 26,684 Q1 FY27 25,351 20,400 35,130 Prescriptions shipped 13,600 Continued growth quarter over quarter 3,200 ~32% growth 6 months over prior 6 months Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Botani
Slide 5: Gross-to-net yield was 21%, likely reflecting lower PA submission volumes
Gross-to-net yield was 21%, likely reflecting lower PA submission volumes during the period rsonal use only 23% 24% Q1 FY27 21% 22% 21% 18% 21% 15% Gross-to-net yield We believe lower gross to net was a result of a decrease in prior authorization submissions Addressed the reduction in prior authoriz
Slide 6: Sofdra quarterly revenue held at $10.1M
Sofdra® quarterly revenue held at $10.1M Q1 FY27 rsonal use only $10.1 $10.1 $9.1 $10.1M Net revenue $7.1 $6.9 PRESCRIPTIONS SHIPPED While Sofdra prescriptions grew, quarterly $4.3 revenue held at $10.1M likely due to lower PA submissions $0.7 Q3 FY25 Q4 FY25 Q1 FY 26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27
Slide 7: Quarterly Performance
Quarterly Performance Q1 FY27 delivered solid capital and inventory positions to support growth rsonal use only $24.4m ~$30.8m $(9.2m) CASH & CASH EQUIVALENTS INVENTORY BALANCE OPERATING CASH OUTFLOW Versus Cash and cash Compared with $31.3m Operating net cash equivalents of $36.6m in Q4 FY26 outflo
Slide 8: Operating cash outflow
31 Dec 25 31 Mar 26 30 Jun 26 30 Sep 26 Operating cash outflow Cash flows from operating activities (unaudited) Receipts from Royalties $A’000 435 $A’000 216 $A’000 193 $A’000 440 Receipts from product sales, net of fees 11,890 11,252 13,416 15,161 Payments for gross to net deductions from product s
Slide 9: ~50% OPEX reduction extends cash runway
~50% OPEX reduction extends cash runway rsonal use only OPERATING TARGET Projected revenue and cost assumptions ~50% OPEX reduction 01 02 PRODUCT SALES PRODUCT MANUFACTURING COSTS ~75% of revenue generating ability maintained Projected ~$2m for remaining FY27 (All in Q2 to cover Q1 inventory build u
Slide 10: Ability to sustain ~75% of net revenue
Ability to sustain ~75% of net revenue 13 ~75% rsonal use only TOP REPRESENTATIVES REVENUE GENERATING ABILITY Key assumptions based on current prescribing data1 45–50% NET REVENUE + 5–8% TERRITORY COVERAGE + 20–24% CONTINUED PRESCRIBING Currently generated High-value targets in Retained prescribing
Slide 11: Five opportunities to lift GTN and net sales without added expense
Five opportunities to lift GTN and net sales—without added expense rsonal use only YIELD MORE VALUE FROM EACH PATIENT WITHOUT INCREMENTAL COST IMPROVE GTN YIELD IMPACT ON GTN YIELD GROW NET SALES IMPACT ON NET SALES 01 PA SUBMISSION RATE 68% → 73% submission rate +1–2% 04 SHIP RATE 88% → 92% ship ra
Slide 12: Decrease cash burn and unlock value
Decrease cash burn and unlock value Catalysts to extend time and opportunity for value creation rsonal use only PROTECT CASH RUNWAY CATALYSTS TO UNLOCK VALUE Increase financial flexibility Execute on multiple opportunities Strengthen the balance sheet Improve supply economics Optimize global Strateg
Slide 13: Evaluate and execute value creation opportunities
Evaluate and execute value creation opportunities Strategic partners: rsonal use only Board and Management • Extend cash runway • Identify products & conduct diligence Scientific & clinical expertise, capital • Grow Sofdra • Respond to inbound due diligence markets transactions, commercialisation Ho
Slide 14: rsonal use only
rsonal use only Investor Update 27 October 2026 FDA Approved I Commercially Proven I Platform Enabled Botanix Pharmaceuticals Limited · ASX:BOT · botanixpharma.com Botanix Pharmaceuticals Limited · ASX:BOT · Investor Presentation October 2026 · botanixpharma.com
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