Basilea Pharmaceutica (BSLN) Investor presentation summary

Company overview and strategy

• Profitable Swiss biopharmaceutical firm focused on anti-infectives, with about 190 employees and headquarters in Allschwil, Switzerland.

• Listed on the SIX Swiss Exchange, leveraging an experienced management team with deep industry expertise.

• Business model emphasizes asset-light operations, external partnerships, and non-dilutive funding to minimize risk and maximize profitability.

• Focused on severe bacterial and fungal diseases with high unmet medical need, aiming for sustainable value for patients and investors.

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

Market drivers and unmet needs

• Rising incidence of invasive fungal and bacterial infections due to aging, immunocompromised populations, and increased resistance.

• Growing use of immunosuppressive therapies and medical devices, along with climate change, contribute to infection rates.

• Limited treatment options, resistance, and lack of oral formulations highlight significant market opportunities.

Product portfolio and pipeline

• Cresemba: Global market leader in antifungals, with $739 million in 2025 sales and 28% YoY growth, marketed in 76 countries.

• Zevtera: Broad-spectrum cephalosporin for MRSA and Gram-negative infections, recently launched in the US with exclusivity until 2034.

• Advanced pipeline includes phase 3 assets fosmanogepix (broad-spectrum antifungal) and ceftibuten-ledaborbactam (oral antibiotic for resistant Gram-negative bacteria).

• Early-stage programs target invasive aspergillosis (BAL2062) and Gram-negative pathogens (BAL2420), with novel mechanisms and ongoing clinical development.