Recce Pharmaceuticals (RCE) Investor presentation summary

Commercialisation strategy and clinical progress

• Advancing a new class of synthetic anti-infectives targeting antibiotic-resistant superbugs, with lead candidate RECCE® 327 recognized by the WHO as a clinically advanced antibiotic class.

• Phase 3 registrational trial for diabetic foot infections underway in Indonesia, with interim data from 155 patients expected in Q3 2026 and commercial approval targeted as a near-term milestone.

• Non-binding term sheet signed for a 10-year exclusive licensing agreement in the MENA region, including upfront fees, milestone payments, and royalties.

• Commercial approval in Indonesia could enable access to 10 ASEAN member states, covering a population of 680 million, with further expansion opportunities.

• Agreements with US defense agencies and expedited regulatory review in Indonesia support global commercialisation and regulatory strategy.

Product pipeline and market opportunity

• RECCE® 327 is in multiple clinical trials for diabetic foot infections, acute bacterial skin infections, UTIs, and burn wounds, with various formulations (gel, IV, aerosol).

• The global diabetic foot infection market is estimated at US$5.8B, with over 589 million adults globally living with diabetes; high unmet need in Indonesia and MENA.

• Indonesian Phase 3 trial data will support global registration, with additional trials planned for Australia, the US, and defense-related indications.

• R327 shows rapid, broad-spectrum bactericidal activity, including against ESKAPE pathogens, and maintains efficacy without resistance after repeated use.

• Recognized by the WHO and granted QIDP designation by the US FDA, providing 10 years of market exclusivity and fast-track approval.

Financials, capital raising, and use of funds

• Equity raising of up to A$8.0 million via placement and share purchase plan at A$0.40 per share, a discount to recent trading prices.

• Proceeds will fund commercial licensing initiatives in MENA, completion of Phase 3 trials in Indonesia and Australia, and US Department of Defense burn wound programs.

• Estimated pro-forma cash position of A$29.5 million post-raising, with additional non-dilutive capital anticipated from R&D rebates and advances.

• Strong government support, including an AUD$85 million Advanced Overseas Finding and expedited regulatory pathways.