RenovoRx (RNXT) Investor presentation summary

Business overview and market opportunity

• Commercial-stage oncology platform with two value drivers: FDA-cleared RenovoCath device and a fully enrolled Phase III pancreatic cancer trial with survival data expected in 2027.

• RenovoCath is being adopted across 21 U.S. cancer centers, with a projected $400M peak annual U.S. sales opportunity, and potential to exceed $1B as new indications are added.

• The device targets both hypervascular and hypovascular tumors, addressing unmet needs in drug delivery for cancers with poor blood supply.

• High-margin business model with gross margins around 85% and robust patent protection through 2045.

• Commercial momentum is strong, with Q2 2026 revenue up 115% YoY and increased 2026 revenue guidance to $3.75M–$4.25M.

Technology and clinical development

• Proprietary Trans-Arterial Micro-Perfusion (TAMP) platform enables targeted drug delivery, increasing local drug concentration by ~100x and reducing systemic exposure by 43.5% compared to IV administration.

• TAMP mechanism uses pressure-mediated delivery to force drugs into tumor tissue, overcoming poor perfusion barriers.

• RenovoCath procedures are outpatient, require minimal anesthesia, and are easy for interventional radiologists to adopt.

• The platform is being explored for multiple solid tumor indications, with three FDA Orphan Drug Designations.

• Investigator-initiated trials and a post-marketing registry are expanding real-world data and supporting label expansion.

Clinical trial highlights

• Phase III TIGER-PaC trial in locally advanced pancreatic cancer (LAPC) achieved full enrollment in August 2026; final data expected H2 2027.

• Interim analysis showed a 6-month median overall survival benefit for TAMP-delivered gemcitabine vs. standard IV therapy, with 65% fewer adverse and serious adverse events.

• Oncologist interviews indicate strong adoption potential if survival and toxicity improvements are confirmed.

• The trial design compares TAMP intra-arterial gemcitabine to standard IV gemcitabine plus Abraxane, with endpoints including overall survival, progression-free survival, and quality of life.

• Additional investigator-initiated trials are underway in borderline resectable and metastatic pancreatic cancer, and cholangiocarcinoma.