Gedeon Richter (RICHTER) Investor Update summary

Strategic Direction and Market Opportunity

• Focus on women's health as a core business, targeting innovation in underserved areas and addressing a $1 trillion unmet need, especially in endometriosis and menopause.

• The company has evolved from a regional contraceptive producer to a pan-European and global franchise, aiming to be the No. 1 WHC player in Europe by 2030.

• Large pharma deprioritize women's health, while the company fills innovation gaps and partners globally for commercialization.

• Pharma pipelines are not fully aligned with the burden of disability in women's health, highlighting innovation gaps.

• Market share in key segments continues to rise, supporting the ambition to lead the European WHC market by 2030.

Recent Acquisitions and R&D Expansion

• Acquired Mithra’s Estetrol (E4) platform for €175mn and BCI Pharma for €12mn, securing global rights to DrovelisⓇ/EstelleⓇ and Donesta®, and expanding R&D capabilities.

• Vertical integration achieved, adding in-house R&D to existing manufacturing and commercial strengths.

• Acquisitions provide control over key assets, future cash flows, and a foundation for innovative gynecological research.

• New R&D teams and compound libraries from acquisitions to drive future innovation in women's health.

• BCI Pharma acquisition brings novel kinase inhibitor research capabilities, strengthening original research in WHC.

Product Portfolio and Innovation

• Leading provider of oral contraceptives in Europe, with innovative products like DrovelisⓇ, EvraⓇ, and EstelleⓇ.

• Fertility portfolio includes Bemfola, Cyclogest®, and ExEm Foam, addressing a growing global infertility market.

• Ryeqo® addresses high unmet need in endometriosis, with rapid uptake and significant patient reach.

• Menopause treatments such as Lenzetto® and Vagirux® show strong growth, with Donesta® in late-stage development.

• Acquisitions enable development of new indications, notably for menopause (Donesta), and strengthen the innovation pipeline.