SCYNEXIS (SCYX) investor presentation summary

Strategic partnerships and financial position

• Entered into a licensing agreement with GSK for Brexafemme, including NDA transfer and up to $146 million in annual sales milestones plus royalties, with $125 million already received and an additional $24.8 million payment expected in Q4 2025.

• Ended Q3 2025 with $37.9 million in cash, cash equivalents, and investments; post-GSK payment, cash runway extends beyond two years.

Product pipeline and clinical progress

• SCY-247, a second-generation fungerp, showed positive Phase 1 data and is advancing to Phase 1 IV and Phase 2 invasive candidiasis studies in 2026.

• Next-generation fungerps are in preclinical development, targeting limitations of current antifungal drugs.

• SCY-247 demonstrates broad-spectrum activity, favorable safety, high tissue penetration, and low drug-drug interaction risk.

Market opportunity and public health context

• Rising antifungal resistance and limited development have created a significant public health burden, with pathogens like Candida auris identified as urgent threats.

• SCY-247 and ibrexafungerp address high-priority WHO fungal pathogens, with SCY-247 estimated to have a U.S. commercial opportunity exceeding $700 million annually.

• Antifungal deals in the sector have attracted substantial upfront and milestone payments, highlighting strong market interest.