Dimerix (DXB) Investor Presentation summary

Clinical development and trial progress

• Lead candidate DMX-200 is in a Phase 3 global clinical trial for FSGS, a rare kidney disease with no approved treatments.

• The ACTION3 study is a randomized, double-blind, placebo-controlled trial with 286 patients, including adults and pediatric cases.

• Interim and final analyses will assess endpoints such as proteinuria and eGFR, with potential for accelerated approval based on FDA feedback.

• Blinded analysis and regulatory alignment are ongoing, with PARASOL registry data supporting proteinuria as a key endpoint.

• Full study recruitment is anticipated in H2 2025, with potential for conditional marketing approval submission.

Market opportunity and disease background

• FSGS has a global incidence of 7 per 1,000,000 and is the leading primary glomerular disease causing end-stage renal failure in the US.

• No approved therapies exist for FSGS, leading to high unmet clinical need and significant market potential.

• Example pricing for rare kidney disease drugs in the US ranges up to $9,900 per month, with similar reference pricing in Europe and other regions.

• Commercial manufacturing for DMX-200 is established in the USA.

Licensing, financials, and corporate overview

• DMX-200 is licensed in key territories, with deals valued up to AU$1.4 billion in upfront and milestone payments plus royalties.

• Over AU$65 million in total payments received to date from licensing partners.

• Cash balance as of June 2025 is $68.3 million, with a market capitalization of $312 million and 600 million shares on issue.

• Substantial shareholders hold over 23% of issued capital.