Egetis Therapeutics (EGTX) investor relations material

Introduction and purpose

• EMCITATE (tiratricol) received FDA approval as the first and only treatment for peripheral thyrotoxicosis in adults and pediatric patients with MCT8 deficiency in the U.S., marking a historic milestone for the MCT8 community.

• MCT8 deficiency is a rare, severely debilitating, life-shortening disorder caused by mutations in the SLC16A2 gene, primarily affecting males.

• EMCITATE is not recommended for primary hypothyroidism or weight loss.

Details of approval or decision

• EMCITATE is indicated for all patients with MCT8 deficiency, with no age restrictions in the label.

• FDA granted a Rare Pediatric Disease Priority Review Voucher alongside approval, with potential monetization expected in Q4 2026.

• Orphan Drug Exclusivity is secured for seven years in the U.S., and patents are expected to protect until around 2045.

• Approval is supported by a comprehensive clinical program including multiple trials and expanded access studies.

• EMCITATE is not recommended for primary hypothyroidism or weight loss.

Impact on industry and stakeholders

• EMCITATE provides the first approved treatment option for MCT8 deficiency, addressing a significant unmet medical need for this life-shortening disorder.

• The company is prepared for immediate commercialization, with infrastructure, patient support programs, and partnerships (e.g., RareLink with PANTHERX Rare) in place.

• Pricing is set at $74,026 per pack (60 tablets), translating to an annualized cost of about $950,000 per patient.

• Broad and equitable access is a priority, with a focus on Medicaid due to the pediatric nature of the disease.

• Early payer engagement and a concentrated patient base support a focused launch and constructive reimbursement discussions.