60 Degrees Pharmaceuticals (SCTP) H.C. Wainwright 27th Annual Global Investment Conference summary

Strategic overview and growth plans

• Focus on expanding sales and market cap through commercialization of ARAKODA, an FDA-approved malaria prevention drug.

• Sales initially impacted by the pandemic but have since rebounded, with a significant portion attributed to off-label use for chronic babesiosis.

• Gross margin stabilized at about 50% as volume increased, with profitability expected at scale.

• Market research indicates potential for over $200 million in sales by 2035, with chronic babesiosis as the largest contributor.

• Patent life for ARAKODA extends to 2035, supporting long-term growth.

Commercial initiatives and market research

• Launched a commercial pilot program for malaria prevention, partnering with IQVIA for outreach, sales, and copay assistance.

• Market research revealed low brand recognition but positive feedback on product features; price and G6PD testing are barriers.

• Pilot program data expected by year-end, informing scale-up decisions in early 2026.

Malaria and babesiosis market dynamics

• Malaria cases in travelers are rising due to lack of vaccines and medication non-adherence.

• ARAKODA offers simplified dosing and broad-spectrum efficacy compared to standard regimens.

• Babesiosis shares similarities with malaria and is often co-infected with Lyme disease; can be transmitted via blood donation.