Basilea Pharmaceutica (BSLN) Investor presentation summary

Strategy and business model

• Founded in 2000 as a Roche spin-off; Swiss commercial-stage biopharmaceutical business with ~200 employees and a SIX Swiss Exchange listing.

• Focuses on severe bacterial and fungal infections, addressing resistance, limited treatment options, toxicity and lack of oral dosing options.

• Asset-light model licenses or acquires anti-infective assets, advances them clinically and commercializes through partners, with limited upfront payments and development milestones.

• More than USD 440 million in non-dilutive R&D funding committed by BARDA and CARB-X, including ~USD 165 million awarded; funding reduces dilution and development risk.

Commercial portfolio

• Cresemba global in-market sales reached USD 817 million for July 2025–June 2026, up 25% YoY; it held 27% of the antifungal market by value.

• Cresemba growth opportunities extend in the US until Q4 2027, Europe until H2 2028, and Japan and other markets beyond 2028.

• Zevtera is commercialized in the US, China, selected European countries, MENA and Canada; the US launch began in July 2025, with broad market access and repeat ordering trends.

• Zevtera has US market exclusivity until April 2034; USD 111 million in BARDA product-specific funding covers ~75% of specified SAB and ABSSSI phase 3, regulatory and non-clinical costs.

Pipeline and development

• Phase 3 programs include fosmanogepix for invasive candidiasis and invasive mold infections, and ceftibuten-ledaborbactam for complicated urinary tract infections.

• Fosmanogepix is a first-in-class broad-spectrum antifungal with IV and oral formulations; global phase 3 studies are underway, supported by expanded-access treatment of nearly 600 patients across 22 countries.

• Ceftibuten-ledaborbactam combines an established oral antibiotic with a beta-lactamase inhibitor to target resistant Gram-negative pathogens; its cUTI phase 3 program is planned to initiate in mid-2027.

• BAL2062 targets invasive aspergillosis, with phase 2/3 development pathways under regulatory discussion in 2026; BAL2420 began a first-in-human phase 1 study in Q1 2026 for Gram-negative infections.