IGC Pharma (IGC) Investor presentation summary

Market opportunity and disease landscape

• Alzheimer's affects one in three Americans over 85, with agitation impacting 76% of patients and driving earlier institutionalization and higher mortality.

• By 2050, 139 million people are projected to live with dementia globally, with Alzheimer's as the leading cause.

• North America and Europe represent a potential $3B–$10B annual market for agitation in Alzheimer's, depending on adoption rates.

Therapeutic development and clinical progress

• IGC-AD1 is an investigational, patent-protected oral liquid targeting neuroinflammation, CB1 receptor signaling, and neurotransmitter regulation.

• Phase 1 trials showed significant improvements in agitation, anxiety, depression, and caregiver distress, with up to 53% reduction in neuropsychiatric symptoms.

• The multicenter Phase 2 CALMA trial is nearing completion, with over 80% of 146 participants dosed and interim data showing earlier and larger reductions in agitation compared to standard of care.

• Interim results also indicate a 71–78% reduction in sleep disturbance at 2 and 6 weeks, respectively.

Competitive landscape and intellectual property

• Approved competitors include Rexulti (Brexpiprazole) and AXS-05, both with black box warnings.

• IGC holds 29 active patent applications and 14 granted patents across multiple regions, covering CNS disorders, epilepsy, eating disorders, and sleep disturbances.