Ceryvyn Therapeutics (CYV) Corporate presentation summary

Current status and assets

• Holds a strong global IP portfolio with protection potentially extending to 2046.

• Maintains a cash reserve of A$37.6 million, including a recent A$10.8 million R&D tax incentive.

• Experienced leadership and management team with a focus on fiscal discipline and transparent communication.

• OPT-302 package is registration-ready with established manufacturing and safety data.

Strategic review and outcome

• Explored options including capital return, asset acquisition, and repurposing OPT-302.

• Chose to repurpose OPT-302 for Lymphangioleiomyomatosis (LAM) due to high unmet need and clear biological rationale.

• LAM identified as a rare, chronic lung disease affecting women, with limited competition and significant market opportunity.

LAM disease overview and market logic

• LAM affects 3–8 women per million globally, often underdiagnosed, with average diagnosis at age 35.

• Disease is progressive, leading to loss of lung function and reduced lifespan; current therapies stabilize but do not cure.

• Orphan drug pricing for rare diseases can reach up to $500,000 per patient annually.

• Patient population is concentrated and managed by ~70 global LAM clinics.