Dimerix (DXB) Investor Presentation summary

Strategic focus and disease overview

• Advancing therapies for inflammatory kidney diseases with unmet clinical needs, focusing on FSGS, a rare condition causing irreversible kidney damage and lacking approved treatments.

• DMX-200 is the lead candidate, targeting inflammatory pathways in FSGS, and has orphan drug designation, offering regulatory and commercial advantages.

Clinical development and evidence

• DMX-200 is in a global Phase 3 trial (ACTION3) with 286 patients, showing positive interim results in reducing proteinuria and favorable safety signals.

• FDA and Project PARASOL have validated proteinuria and eGFR as surrogate endpoints for full approval, with potential for accelerated approval based on interim data.

• Manufacturing is scaled for commercial supply, and four licensing deals have been executed after extensive due diligence.

Market opportunity and competitive landscape

• FSGS has a global prevalence exceeding 200,000 cases, with significant growth potential as diagnosis rates rise.

• No approved therapies exist for FSGS; DMX-200 is the only inflammatory modulator in late-stage development, with limited competition from other drug classes.

• Rare kidney disease drugs command high prices, with US retail prices up to $600,000 per year, and DMX-200 benefits from orphan drug pricing protections.