Dimerix (DXB) Q1 2026 TU earnings summary

Executive summary

• Announced successful PARASOL collaboration data analysis, with plans to seek FDA feedback on new findings with US partner Amicus Therapeutics.

• DMX-200 received Orphan Drug Designation in Japan, adding to previous designations in the US, Europe, and UK.

• Awarded the 2025 Bioshares Blake Award for excellence in biotech for the second consecutive year.

• Significant progress in the ACTION3 Phase 3 clinical trial, with 259 patients dosed as of 28 October 2025.

Financial highlights

• Net operating cash outflow for the June quarter was AU$18.8 million, in line with expectations and including reimbursable clinical trial expenses and one-off costs.

• Cash position at 30 September 2025 was AU$49.2 million, down from AU$68.3 million at 30 June 2025.

• Received approximately AU$0.25 million from the exercise of listed options during the quarter.

• Estimated quarters of funding available at current cash burn is 2.6.

Outlook and guidance

• Net operating cash outflow for the ACTION3 trial is expected to reduce significantly in the next quarter, returning to levels seen in prior periods.

• Focus remains on advancing the ACTION3 Phase 3 trial and pursuing licensing opportunities in unlicensed territories.