Shield Therapeutics (STX) Corporate Presentation summary

Company overview

• Mission-driven specialty pharmaceutical company focused on iron deficiency anemia (IDA) treatment.

• ACCRUFER® (ferric maltol) is the only FDA and EMA approved oral iron for adults with or without anemia.

• Executive team with extensive US commercialization experience.

• Viatris co-commercialization agreement has expanded commercial reach and resources.

• Strong intellectual property protection through 2035.

Market opportunity and dynamics

• US market has ~20 million iron-deficient individuals and ~12 million prescriptions annually.

• Over 85% of prescriptions are written by GPs and OB/GYNs, with little innovation in oral iron therapies in the past decade.

• Oral iron replacement therapy market is highly concentrated, with 93% of volume from ferrous salts.

• Market is promotionally sensitive with minimal branded competition and a highly engageable HCP and patient audience.

Product differentiation and clinical profile

• ACCRUFER® offers a proprietary ferric maltol formulation, shielding iron until absorption in the small intestine.

• Demonstrates efficacy in normalizing and maintaining hemoglobin, ferritin, and TSAT levels.

• Less than 5% adverse reaction and discontinuation rate in clinical studies.

• No patients in long-term studies required IV iron intervention.

• Pediatric indication expansion is underway, with topline results expected in late August and potential approval in 2025.