AYTU BioPharma Lytham Partners Fall 2026 Investor Conference

All right. Hello everyone, and thank you all for joining us during the Lytham Partners Fall 2026 Investor Conference. Again, my name is Robert Blum, managing partner here at Lytham Partners. Up next, Josh Disbrow, Chief Executive Officer, and Ryan Selhorn, Chief Financial Officer at Aytu BioPharma, will be taking us through the company's slide presentation. As a reminder, Aytu trades under the ticker symbol AYTU on the Nasdaq. Josh, Ryan, thanks so much for your participation today. The floor is all yours.

Thank you, Robert. Great to be here and great to be speaking with some investors today. If you're hearing the story for the first time, you're certainly hearing the story about Aytu at a really important and exciting time as we just released last week some exciting results for our full year fiscal 2026 and our fiscal fourth quarter, which we'll talk about here in a little bit. At Aytu, we say we make medicines made for life, and we take that very seriously and have a portfolio of really important medications, inclusive of a new antidepressant called EXXUA that we recently launched and which is doing really well in the market. Just as a reminder, we may be making some forward-looking statements, and we may reference some non-GAAP information during the course of our presentation here. As I mentioned, we've got a portfolio of commercial products.

We are a commercial stage specialty pharmaceutical company. We specifically focus on commercializing differentiated brands in central nervous system conditions, and those brands are highlighted by EXXUA, which again is an antidepressant that we've recently launched and is really a first-in-class medication that stands apart from any other treatment on the market, and again, we'll talk about it. We also have a base business that consists of some mature ADHD brands called ADZENYS and COTEMPLA, and then a line of pediatric products. These products all in over the last 12 months, when you look at the 12 months ending June 30th, think of that as about a $57 million-$58 million portfolio of products highlighted by the ADHD brands. The ADHD brands have been de-emphasized in favor of EXXUA, which we've recently launched, as I said.

You can see some of the decline there that's attributable to both that lack of focus as well as one of the products, ADZENYS, does have a generic competitor which has been on the market for actually quite a while now, yet that competitor has only generated about 20% market share. So products are actually still holding on, still relatively sticky, and will really continue, we think, to provide a really solid foundation as we drive growth of EXXUA and get the company to profitability and cash flow. Some of that stickiness is really attributable to a program that we've developed in-house that's called Aytu RxConnect, and this is a second to none in-house developed patient access program that enables patients seamless and simple and easy access to our medications.

We put all of our medications on this platform.