MedinCell (MEDCL) Corporate presentation summary

Strategic growth and business transformation

• Entering a transformative two-year period with a shift to growth strategy, focusing on three parallel engines: partnerships (AbbVie), pipeline innovation, and commercialized products (Risperidone LAI/UZEDY®, Olanzapine LAI).

• Teva partnership central to commercial execution, leveraging its psychiatry sales force and global reach.

• Multiple long-term partnerships and stacked royalty streams underpin future value creation.

Schizophrenia franchise and product performance

• UZEDY® (Risperidone LAI) approved in the US (2023), South Korea, and Canada, with strong prescription growth and over 15,000 patients treated.

• UZEDY® net sales projected to grow 63% in 2025, reaching $191M, with 2026 outlook at $250–280M.

• Analysts forecast UZEDY® peak sales at $1.2B (range $0.6–2.2B), with Medincell earning mid- to high-single digit royalties and up to $105M in milestones.

• Real-world data show UZEDY® reduces relapse, inpatient rates, and healthcare costs compared to oral antipsychotics.

• UZEDY® protected by US patents through 2042.

Olanzapine LAI development and opportunity

• Olanzapine LAI submitted for US and EU approval in 2025, with US launch anticipated in Q4 2026.

• Addresses unmet need due to safety constraints of existing LAIs; no valid competitor and no observed PDSS in clinical trials.

• Analysts forecast peak sales at $2.0B (range $1.5–2.9B), with similar royalty and milestone structure as UZEDY®.

• Patent protection extends to 2044.