Basilea Pharmaceutica (BSLN) Investor presentation summary

Company overview and strategy

• Profitable Swiss biopharma with ~190 employees, focused on anti-infectives and listed on SIX Swiss Exchange.

• Targets severe bacterial and fungal diseases with high unmet medical need, leveraging a lean, partnership-driven business model.

• Generates revenue from two hospital anti-infective brands: Cresemba and Zevtera.

• Business model emphasizes external asset acquisition, value-sharing partnerships, and non-dilutive funding.

• Positioned in a growing market due to rising resistance, aging populations, and increased immunosuppression.

Commercial portfolio and market performance

• Cresemba achieved global sales of $693 million (Oct 2024–Sep 2025), leading the antifungal market by value.

• 65% of Cresemba revenue generated outside the US, with generics impact expected from 2027/2028.

• Zevtera launched in the US in July 2025, with exclusivity until April 2034 and strong initial hospital uptake.

• Both brands benefit from global partnerships and are recommended in key clinical guidelines.

• Revenue mix is shifting toward higher-margin royalties and milestones, increasing cash contribution.

Pipeline and innovation

• Advanced pipeline includes phase 3 assets fosmanogepix (antifungal, $1B peak sales potential) and ceftibuten-ledaborbactam (oral antibiotic, $500M peak sales potential).

• Early-stage programs target novel mechanisms, such as BAL2420 (LptA inhibitor) and BAL2062 (invasive aspergillosis).

• Non-dilutive R&D funding exceeds $430 million, reducing financial risk and preserving shareholder value.

• Phase 3 programs are expected to double 2025 in-market sales upon approval.

• Real-world evidence and regulatory designations (QIDP, Fast Track, Orphan Drug) support pipeline assets.