Clinigen Capital Markets Day Presentation - Right Medicine - Right Patient - Right Time

Sep 23, 2026

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Presentation material from Clinigen Group plc titled with the capital markets day theme “Right Medicine. Right Patient. Right Time.” The slides outline acquisition-driven growth, including “Group formed” and multiple asset acquisition figures, and provide an adjusted financial framing such as Adjusted EBITDA and adjusted results for the year ended 30 June. Additional sections summarize strategy milestones, global positioning, portfolio composition by therapeutic area, and an asset review framework covering defined criteria and reasons assets may be excluded.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages107

Reading Time37 min

AccessFree to download

Right Medicine | Right Patient | Right Time

Adjusted financial framing

Acquisition and growth milestones

Global positioning and differentiation

Portfolio mix by therapeutic area

Asset review criteria and example decisions

Right Medicine. Right Patient. Right Time © Copyright Clinigen Group plc. All rights reserved * Adjusted results exclude amortisation of acquired intangibles and products, and other non-underlying items relating to acquisitions. Adjusted EBITDA includes the Group’s share of EBITDA from its joint venture. Adjusted results include amortisation on software and internally developed IP. Results are for the year ended 30 June. 2 Right Medicine | Right Patient | Right Time © Copyright Clinigen Group plc. All rights reserved David Bryant Chief Business Officer © Copyright Clinigen Group plc. All rights reserved 4 Right Medicine | Right Patient | Right Time © Copyright Clinigen Group plc. All rights reserved 5 Right Medicine | Right Patient | Right Time © Copyright Clinigen Group plc. All rights reserved Adjusted gross profit Adjusted EBITDA | GROUP FORMED
FOSCAVIR ACQUIRED
£7m
| | 46% CA 61% CA
£16m
| GR
GR | GROWT
GROWT
LISTON AIM
£29m
| H
H | IN GROSS
IN EBITDA
CARDIOXANE ACQUIRED
£35m
| P | ROFIT
SAVENE & ETHYOL ACQUIRED
£41m
| | IDIS ACQUIRED
£54m
| | LINK ACQUIRED
TOTECT ACQUIRED
FOSCAVIR BAG LINE EXTENSION
£101m
| | £123m
| | QUANTUM AND IMMC ACQUIRED
£140m
| | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 – – Consolidation of initial business, acquisition of additional assets Build infrastructure, development of global vision Global positioning, differentiation of businesses, genuine lifecycle partnership 6 Right Medicine | Right Patient | Right Time © Copyright Clinigen Group plc. All rights reserved 7 Right Medicine | Right Patient | Right Time © Copyright Clinigen Group plc. All rights reserved Foothold and entry point to Japanese unlicensed market Portfolio of UL2L products, development capability EU commercial and medical platform, MA differentiation Enhancement and differentiation of CTSand MA business 8 Right Medicine | Right Patient | Right Time © Copyright Clinigen Group plc. All rights reserved Haem/onc 43% Infectious disease 10% Metabolic 4% Endocrine 5% Cardiovascular 6% Inflammation 5% CNS 12% Other 15% 16 9 6 • Product does not fit the criteria • Unable to identify where we could add significant value • Cost of asset would be too large • Potential of asset would be too small • Investment in time or money required to obtain return is too large • Generic or regulatory risk is too significant Defined criteria: hospital, niche, specialist / KOL led, value / volume , generic status and opportunity to revitalise Reviewed additional 40+ assets 7 4 2 ND Imukin Pricing, KOL engagement, IIT support Proleukin Pricing, presentation, KOL/IIT, cross business leverage 9 Right Medicine | Right Patient | Right Time © Copyright Clinigen Group plc. All rights reserved ‒ Biologic, manufacturing process updated ‒ Novartis CAR-T vested interest ‒ Cost of development barrier to entry ‒ Limited number of licensed markets ‒ Used in multiple emerging treatment regimens • Embeds Clinigen into clinics around the world ‒ Ongoing use in multiple clinical studies • Leverage access to product – CTS ‒ US rights potential to be divested 10 Right Medicine | Right Patient | Right Time © Copyright Clinigen Group plc. All rights reserved

FAQs

What guiding theme is emphasized throughout the presentation?

The presentation repeatedly highlights “Right Medicine. Right Patient. Right Time.” as the overarching theme.

How does the document define adjusted performance measures?

It describes adjusted results excluding amortisation and other non-underlying items from acquisitions, and notes that Adjusted EBITDA includes the group’s share of EBITDA from its joint venture.

What criteria are used when reviewing additional assets?

The document lists defined criteria such as hospital/niche/specialist and KOL-led value/volume, generic status, and the opportunity to revitalise, along with specific reasons an asset may not fit.

Sep 23, 2026

Upload by Rhys