Isofol Medical (ISOFOL) Investor Update summary

Operational update

• Presented evidence platform supporting upcoming phase Ib/II study of arfolitixorin, based on extensive pre-clinical and clinical data.

• Arfolitixorin has demonstrated efficacy in a phase III study; higher doses with a new regimen are expected to improve efficacy without compromising safety.

• The new clinical study aims to document efficacy and safety of arfolitixorin as first-line treatment for metastatic colorectal cancer.

• Market analysis projects the global metastatic colorectal cancer treatment market to reach $7.3 billion by 2032, with arfolitixorin potentially achieving $1 billion in US sales alone.

• Additional opportunities exist for arfolitixorin in other indications and geographic markets.

Commercial and strategic outlook

• Arfolitixorin is positioned as an innovation to improve first-line treatment efficacy for metastatic colorectal cancer.

• The company is preparing for the next clinical development phase, focusing on optimizing dosage to maximize efficacy.

• Standard of care is expected to remain 5-FU-based chemotherapy with folate, supporting arfolitixorin's relevance.

• Revenue estimates are supported by recent external market analysis.

• Isofol is listed on Nasdaq Stockholm and continues to focus on improving outcomes for patients with severe cancers.