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 and non-dilutive funding.

• Strong executive team with deep expertise across the value chain.

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

• Two marketed hospital anti-infective brands: Cresemba and Zevtera.

Market drivers and unmet needs

• Rising incidence of invasive fungal and bacterial infections due to aging, immunosuppression, and resistance.

• Growing resistance to current antibiotics and antifungals, with limited oral options and toxicity concerns.

• Significant healthcare burden and need for new therapies targeting resistant pathogens.

Product portfolio and pipeline

• Cresemba: Global market leader in antifungals, $782M sales (2025-2026), broad spectrum, strong safety profile.

• Zevtera: Broad-spectrum cephalosporin for MRSA, launched in US (2025), strong hospital uptake, US exclusivity until 2034.

• Fosmanogepix: First-in-class antifungal in phase 3, broad activity, real-world evidence supports efficacy.

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

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