SCYNEXIS (SCYX) Corporate presentation summary

Portfolio strategy

• Portfolio targets the underlying biology of severe rare diseases, led by SCY-770 for ADPKD and SCY-247 for invasive fungal infections; BREXAFEMME is licensed to GSK.

• Pipeline includes oral and IV SCY-247, preclinical fungerp analogs for resistant fungi, and approved ibrexafungerp tablets for VVC and recurrent VVC, partnered with GSK.

ADPKD opportunity and SCY-770

• ADPKD affects >140K U.S. patients, with 6K new cases annually; 50% reach end-stage kidney disease by age 60. Jynarque had $1.5B in 2024 U.S. sales and ~11K U.S. patients.

• SCY-770 is a first-in-class, selective oral direct AMPK activator with FDA Orphan Drug Designation; ~300 participants have been exposed across 9 clinical studies.

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

• Phase 2 proof-of-concept study in ADPKD is planned to start Q4 2026; interim analysis is expected Q4 2027, with study completion planned for 2H 2028.

• Development plan anticipates potential accelerated FDA approval based on htTKV, followed by full approval based on eGFR; a single Phase 3 study is anticipated for approval.

SCY-247 and fungal infections

• SCY-247 is a next-generation fungerp for invasive fungal infections, with oral and IV formulations, broad-spectrum fungicidal activity, tissue distribution, low DDI risk and favorable safety in ~148 clinical trial participants.

• Oral and IV Phase 1 studies are complete; Phase 2 initiation is expected in 2027. SCY-247 has QIDP, Fast Track and Orphan Drug designations.

• BARDA contract provides up to $214M if all options are exercised, including ~$18.5M in base-period funding, to support development through NDA submission without equity dilution.

• U.S. invasive candidiasis market includes ~70K cases treated annually and a 20–40% mortality rate; estimated commercial opportunity for invasive fungal disease exceeds $700M annually.