Dimerix (DXB) Investor presentation summary

Clinical development and trial progress

• DMX-200 completed Phase 3 trial recruitment for FSGS, a rare kidney disease causing irreversible damage.

• Interim blinded analysis showed DMX-200 outperformed placebo in reducing proteinuria, with >90% statistical power for the primary endpoint.

• Study passed eight safety monitoring meetings with no protocol changes and strong patient uptake into open label extension.

• Final analysis will assess urinary proteinuria and kidney function at 104 weeks, with global recruitment of 333 adult patients.

• DMX-200 mechanism may be applicable to other inflammatory renal indications.

Commercial partnerships and licensing

• DMX-200 licensed to five commercial partners across USA, EU, Canada, Australia, NZ, Japan, China, South Korea, SEA, and GCC.

• Licensing deals valued up to AU$1.9 billion in upfront and milestone payments plus royalties.

• Everest Medicines holds exclusive rights for Greater China, South Korea, and Southeast Asia, with up to US$340 million in payments and 10-15% royalties.

• Everest responsible for regulatory submissions, marketing, and sales in licensed territories.

• Dimerix retains rights in unlicensed territories and continues to seek new partnerships.

Market opportunity and exclusivity

• FSGS affects an estimated 500,000–1 million people in Everest's licensed territories.

• New drug exclusivity in China grants 5–7 years, plus 2 years for pediatric indications.

• Orphan drug designations provide regulatory, marketing exclusivity, and pricing benefits in key markets.