Scienture Holdings (SCNX) H.C. Wainwright 28th Annual Global Investment Conference summary

Company overview and strategy

• Focuses on developing and commercializing differentiated therapies by improving established molecules and treatments for unmet patient needs.

• Transitioned from private to public in 2024, now operating with a small but experienced team and robust commercial infrastructure.

• Uses data-driven approaches for product selection, R&D, and targeted commercial strategies, including payer and prescriber segmentation.

• Actively seeks inorganic growth through partnerships or acquisitions to scale commercial and revenue platforms.

• All programs are protected by strong intellectual property, with in-house innovation and strategic partnerships for R&D and manufacturing.

Product portfolio and pipeline

• Launched two commercial products in 2026: Arbli™ (losartan oral suspension) and a 10 mg naloxone nasal spray, both targeting significant market gaps.

• Arbli™ addresses the need for a stable, ready-to-use liquid losartan for hypertension, with strong uptake in hospitals, long-term care, and broad payer coverage.

• The 10 mg naloxone spray serves a critical segment requiring higher opioid overdose reversal doses, with institutional customers and expanding coverage.

• Pipeline includes a migraine pen injector (NDA filing expected end of next year), a biosimilar for stroke and clot clearance, and an early-stage long-acting non-opioid pain injection.

• Each pipeline product targets large, established markets with unique delivery or formulation advantages.

Commercial operations and financial performance

• Comprehensive commercial infrastructure covers all major channels, including hospitals, clinics, long-term care, and virtual sales.

• Revenue growth has been strong since Q1 2026, driven by product launches and expanding market access.

• Maintains sufficient liquidity to support ongoing operations and product development.

• Balance sheet is being strengthened, with minimal debt and no toxic instruments.

• Ongoing efforts to expand product reach and drive further revenue growth through both organic and inorganic means.