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Dimerix (DXB) investor relations material
Dimerix Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
September quarter strengthened funding, advanced DMX-200 Phase 3 and added DMX-652, a Phase 2-ready acute kidney injury asset.
The Everest Medicines agreement was the fifth regional DMX-200 licence; upfront receipts across five agreements exceed A$80 million, with potential milestones of ~A$1.9 billion plus royalties.
Financial highlights
Cash and cash equivalents rose to A$34.843 million at 30 September 2026 from A$16.154 million at 30 June 2026.
Operating activities generated A$9.048 million net cash in the quarter, including A$14.146 million customer receipts and A$5.172 million R&D payments.
Investing activities used A$7.138 million; financing activities generated A$16.656 million, including A$16.685 million borrowing proceeds.
Reported cash receipts included the A$14.1 million Everest upfront payment; the quarter also included an approximately US$5 million upfront fee to acquire DMX-652.
Outlook and guidance
Funding is stated to cover completion of ACTION3 Phase 3 and continued advancement of the DMX-652 Phase 2 program.
DMX-200 ACTION3 final proteinuria endpoint is targeted for H1 2028; potential 2028 milestones include Phase 3 readout and NDA dossier submission.
DMX-652 plans include Phase 2 initiation in 2026, first patient dosing and interim analysis in 2027, and Phase 2 readout and Phase 3 preparation in 2028.
DMX-652 cash requirements are expected to remain modest near term; ACTION3 expenditure is expected to decrease as participants complete the trial.
- Late-stage kidney disease pipeline and global partnerships drive up to $1.9B revenue potential.DXB
Investor presentation - Advanced kidney disease pipeline with global partnerships and major late-stage clinical milestones.DXB
Investor presentation - Late-stage kidney disease pipeline with global deals and strong IP drives diversified growth.DXB
Investor presentation - Net loss rose to $29.8M on higher R&D, with major licensing and pipeline expansion achieved.DXB
H2 2026 - Advancing kidney disease therapies with global deals and a diversified, risk-managed approach.DXB
Investor presentation - Phase 3 FSGS trial fully recruited; DMX-652 phase 2 ready; global deals up to AU$1.9B.DXB
Investor presentation - DMX-200 advances in global FSGS trials, securing major licensing deals and strong market potential.DXB
Investor presentation - Strong licensing income, robust cash reserves, and global trial progress position for future growth.DXB
H2 2025 - DMX-200 Phase 3 advances, major licensing deals, and strong cash position despite higher R&D loss.DXB
H2 2024
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