Theratechnologies (TH) Corporate Presentation summary

Strategic focus and business model

• Specializes in commercializing innovative therapies for specialty and rare diseases, leveraging a scalable infrastructure in the US, Canada, and global markets through partnerships.

• Emphasizes top- and bottom-line growth by expanding its product portfolio and optimizing operations for profitability and sustainability.

• Pursues business development through in-licensing, acquisitions, and partnerships, targeting late-stage or commercial-ready assets in rare disease, immunology, infectious disease, and cardiovascular areas.

Product portfolio and pipeline

• EGRIFTA WR, FDA approved in March 2025, is the only treatment for HIV-associated lipodystrophy, with commercial launch planned for July 2025 and patent protection until 2033.

• TROGARZO addresses heavily treatment-experienced HIV patients, offering a new 30-second IV push and potential for pill-free regimens.

• Olezarsen, licensed for Canada, targets familial chylomicronemia syndrome and severe hypertriglyceridemia, with Canadian filing scheduled for July 2025.

• Donidalorsen, also licensed for Canada, is an investigational RNA-targeted therapy for hereditary angioedema, showing high patient preference and favorable safety.

• Oncology pipeline features SORT1+ Technology, a first-in-class peptide drug conjugate platform, with lead candidate sudocetaxel zendusortide (TH1902) in Phase 1 trials and FDA fast track designation.

Market opportunity and growth drivers

• HIV market in the US includes over 1.2 million people, with more than 90,000 fitting the profile for EGRIFTA WR, representing a $300M annual addressable market.

• EGRIFTA WR and TROGARZO are positioned for growth as awareness and demand for specialized HIV treatments increase.

• Additional growth expected from new product launches, expanded indications, and in-licensed or acquired assets.