Marinomed Biotech (MARI) investor relations material

Company overview and business model

• Focuses on solubilizing otherwise insoluble compounds, enabling new drug formulations.

• Operates with a lean, efficient model, combining in-house and client-sponsored R&D projects.

• Management and founders retain over 20% ownership, with significant free float and long-term seed investors.

• Generates revenue through upfront, milestone, and royalty payments from both in-house and Solv4U client projects.

• Recent restructuring completed, with profits from asset sales supporting future operations.

Lead assets and market potential

• Budesolv, a solubilized nasal corticosteroid for allergic rhinitis, has completed phase III trials and is in partnering discussions.

• Tacrosolv, a solubilized tacrolimus for inflammatory eye diseases, has shown efficacy in phase II and is also in advanced partnering talks.

• Budesolv targets a double-digit billion USD market, aiming to address unmet needs with faster onset, lower dose, and preservative-free formulation.

• Tacrosolv addresses a growing market for dry eye and inflammatory eye diseases, with the US market projected to reach $10 billion by 2030.

• Both assets are protected by layered patents, maximizing exclusivity and value.

Commercialization and regulatory strategy

• Budesolv's regulatory path clarified after resolving stability issues; Swiss approval expected to open access to multiple global markets.

• Swiss registration could enable entry into Canada, UK, Singapore, Australia, New Zealand, Brazil, South Korea, MENA, and parts of Asia, covering up to 2 billion patients.

• PK study planned for later this year, with Swiss market launch targeted for 2027.

• Revenue generation expected from upfront and milestone payments before full regulatory approval.

• Partnering is ongoing for Europe, Asia, MENA, and the US, with significant upfront payments anticipated.