Cybin Inc. Common Stock Canaccord Genuity's 46th Annual Growth Conference

Thank you, Sumant. Thank you for taking the time, and thank you, all of you. Very excited to be here, and I am very excited about Helus Pharma. I have been the CEO of Helus Pharma for 8 days now. But certainly spent a lot of time in advance of that, getting to know the company, the founders, the board, and throughout that whole process, continued to get more and more excited about the potential that Helus has to truly impact mental health. For those of you that are not familiar, Helus is focused on novel serotonergic agonists for the treatment of various mental health conditions. As Sumant said, we have a late-stage program in adjunctive major depressive disorder. That's HLP003. Folks focus on that, given it is late stage. We're expecting top-line results from our first phase III trial in the fourth quarter of this year.

I always like to focus folks on the broader platform. We also have the HLP004 program, the distinct molecule in phase II for the treatment of generalized anxiety disorder. In addition, there is the HLP005 platform program that the company hasn't talked a lot about yet, given its earlier stage, but a lot of promising compounds there for potential treatments in a number of therapeutic areas related to mental health. So maybe turning to your question, why Helus? What excited me about the company? Maybe a little background because it's relevant. I've been in and around industry for about 25 years now. Started out as a mergers and acquisitions lawyer, then moved over to industry, worked in specialty pharma, commercial stage, multiple products, therapeutic areas, really the operational focus.

Then shifted in 2013, 2014, excuse me, to Intra-Cellular Therapies, which CNS company focused mental health, the depression space. We were about 20 people when I joined Intra-Cellular Therapies at very similar stage to Helus. We'd finished phase II, ongoing phase III programs, and then followed the spectrum from there in terms of multiple approved indications, built out the infrastructure, and some successful commercial launches. Ultimately, in 2025, we were 1,000 folks. So really that full spectrum, a lot of the same journey that we're going to walk with Helus, as we look to execute on the company's potential go forward. Finished up, Intra-Cellular Therapies was acquired by Johnson & Johnson in 2025. Gave me the, I think, very fortunate opportunity to be in the position to really be selective about what it was that I did next.

Was very thoughtful and diligent in evaluating where was the opportunity, the company, where I felt like that we could really make an impact in a space, mental health, that's very important to me. As I said, Intra-Cellular Therapies was a CNS company. I also have, as I always say, unfortunately, given the prevalence of the disease state, I have personal connections to mental health and so many folks do, friends, family, and certainly with the folks at Helus, almost to a person, they are similarly passionate about mental health. It started with got connected with the founder of Helus Pharma, Eric So. He's very passionate about the mental health space. We had a real connection, and it really went from there.

We spent quite a bit of time determining the fit, making sure that from both of our sides, that we thought that this was a partnership that would work long term, that we shared a vision and a focus, and met in terms of the board of directors, the management team, really validated that throughout, and that decision has continued to be validated with every person from the company I've met, as I've gotten to know the organization and folks better, and I fully expect that will continue. Just as I did my diligence process and evaluating, I think in probably a similar way that many folks do, if you're looking, all right, where are we going to make this real impact? When you're looking at a company, you look at the potential of the assets. You look at the likelihood of success.

Obviously, you can have the greatest drug candidates in the world. If you can't get them to the finish line, you're not going to make that impact with patients. And then, of course, the team that you're going to be working with, that you want people that are, A, passionate about the mission, but then, of course, experienced, competent folks that are really going to be great to work with as we look to realize this potential. As I ran through all of those pieces, Sumant, and I can, of course, get into some more detail, all of those checked out. I got conviction, I believe, and I made for me the most significant investment, my time, my energy, in joining the company. Here we are at Helus.

Sure, and as I said, it really starts first with that shared vision about where do we want this company to get to. Passion about really helping patients, changing, transforming the treatment paradigm in mental health. There are 300 million folks worldwide suffering from depression. I probably do not need to quote the daily suicide statistics. This is just so important. Having that shared focus, that shared goal to really impact mental health, that is the foundation that you start from. Then obviously, then you look to how do you view things executionally, how do you view building the company over time, and there was just a lot of common ground there that I think long term is really going to help us as we look to execute on all this potential that I think Helus has.