SCYNEXIS (SCYX) Corporate presentation summary

Portfolio and catalysts

• SCY-770 is a first-in-class, highly selective oral direct AMPK activator for ADPKD with FDA Orphan Drug Designation; Phase 2 initiation is planned for Q4 2026.

• SCY-247 is a next-generation fungerp for invasive fungal infections, with FDA QIDP, Fast Track and Orphan Drug designations; Phase 2 initiation is anticipated in 2027.

• BREXAFEMME is licensed to GSK; potential upside includes up to ~$146M in annual sales milestones following relaunch, plus royalties.

SCY-770 in ADPKD

• Phase 1 enrolled 25 healthy participants; SCY-770 was well tolerated at all doses, with loose stools the most common adverse event, and dosing achieved the exposure target for efficacy.

• Across nine clinical trials, ~300 participants have been exposed; the Phase 2 proof-of-concept study is planned to start in Q4 2026, with interim analysis expected in H2 2027.

• Phase 2 is planned to assess htTKV, with potential accelerated FDA approval based on this surrogate endpoint; an illustrative plan targets NDA submission in 2030 and full approval thereafter.

• In an ADPKD mouse model, SCY-770 reduced kidney weight by 35%; 90% of treated mice survived to the point when 50% of control mice had died.

• ADPKD affects >140K U.S. patients; Jynarque generated $1.5B in 2024 U.S. sales despite limited penetration and tolerability burdens.

SCY-247 and antifungal opportunity

• SCY-247 is designed for oral and IV delivery, broad-spectrum activity against resistant fungi, deep-tissue distribution and a favorable interaction profile.

• The U.S. invasive candidiasis market includes ~70K cases treated annually and a 20–40% mortality rate; the stated commercial opportunity across target markets exceeds $700M annually.

• A BARDA contract provides up to $214M if all options are exercised, including ~$18.5M in base-period funding; it supports development through NDA submission with no equity dilution.

• Oral and IV Phase 1 studies are complete; IV Phase 1 data were scheduled for October 2026, with Phase 2 initiation anticipated in 2027.