Basilea Pharmaceutica (BSLN) Investor presentation summary

Company overview and strategy

• Profitable Swiss biopharmaceutical firm with about 190 employees, focused on anti-infectives and listed on the SIX Swiss Exchange.

• Asset-light, capital-efficient business model leveraging partnerships, non-dilutive funding, and limited upfront costs.

• Two marketed hospital anti-infective brands: Cresemba and Zevtera, generating significant revenue.

• Focused on severe bacterial and fungal diseases with high unmet medical need and rising resistance.

• Strong executive team with deep industry expertise.

Market drivers and opportunities

• Increasing incidence of invasive fungal and bacterial infections due to aging, immunosuppression, medical advances, and resistance.

• Global need for new therapies as resistance to current antibiotics and antifungals grows.

• Commercial success of hospital antifungals, with Cresemba achieving ~USD 740 million annual sales and strong growth.

• 65% of Cresemba revenue generated outside the US, with generics impact expected from 2027/2028.

Product portfolio and pipeline

• Cresemba: Broad-spectrum antifungal, global market leader by value, recommended first-line for invasive aspergillosis.

• Zevtera: Broad-spectrum cephalosporin for MRSA, launched in the US in 2025, with exclusivity until 2034.

• Fosmanogepix: First-in-class antifungal in phase 3, active against resistant molds and yeasts, with real-world evidence and CDC endorsement.

• Ceftibuten-ledaborbactam: Oral beta-lactam/BLI for resistant Gram-negative infections, phase 3 to start in 2027.

• Early-stage assets include BAL2062 (invasive aspergillosis) and BAL2420 (LptA inhibitor for Gram-negatives).