📋 About: Dimerix Limited (ASX:DXB) is a biotech company that has developed a treatment for inflammatory diseases - such as kidney and respiratory diseases.

🌏 Macro Theme: After watching the COVID-19 pandemic unfold and the global attention on vaccine development, we believe the next decade will see significant investor interest in life sciences, human health and bio-technology.

Dimerix Company Milestones

✅ $20M Cap Raise @20c
✅ Investment from Biotech Fund Merchant
✅ Portfolio initiation
🔲 Funding 1
🔲 Funding 2
🔲 Unexpected Positive Announcement 1
🔲 Unexpected Positive Announcement 2
🔲 Unexpected Positive Announcement 3
🔲 New Technology Development 1
🔲 New Technology Development 2

FSGS Treatment (Main Bet)

✅ Phase III Study Design Complete
✅ Study design approval from FDA
🔄 Ethics submission and site initiation for first sites
🔲 Phase III Trials Commenced: Study Period 1
🔲 First patient Recruited/Dosed
🔲 Patient Recruitment Update 1
🔲 Patient Recruitment Update 2
🔲 Patient Recruitment Update 3
🔲 Recruitment Complete
🔲 Interim Results
🔲 Phase III Trials Continue: Study Period 2
🔲 Patient Recruitment Update 1
🔲 Patient Recruitment Update 2
🔲 Patient Recruitment Update 3
🔲 Phase III Data collected for accelerate approvals
🔲 Accelerate Approvals Submitted
🔲 Accelerated Approvals Granted (H2 2024)
🔲 Drug Commercialised
🔲 Final Results eGFR (how well is the patient’s kidney functioning)
🔲 New Milestones Added

Covid-19 Treatment (Side Bet 1)

CLARITY 2.0: Respiratory Complications

✅Study Announced
✅Ethics Approval
🔄 Regulatory approval by DCGI
🔲 Patient Recruitment Update 1
🔲 Safety Threshold Met (80 Patients)
🔲 Patient Recruitment Update 2
🔲 Patient Recruitment Update 3
🔲 CLARITY Phase III Study Complete
🔲 Primary Endpoint Reporting
🔲 Emergency use granted
🔲 Drug Commercialised
🔲 New Milestones Added

Covid-19 Treatment (Side Bet 2)

ICU Patients with Pneumonia

✅ Patient Recruitment Commenced
✅ Study Commenced
🔲 Patient Recruitment Update 2
🔲 Patient Recruitment Update 3
🔲 REMAP-CAP Phase III Study Complete
🔲 Primary Endpoint Reporting
🔲 Emergency use granted
🔲 Drug Commercialised

Investment Milestones for DXB

✅ Initial Investment: @20c
🔲 Increase Investment
🔲 Increase Investment
🔲 Price increases 500% from initial entry
🔲 Price increases 1000% from initial entry
🔲 Price increases 2000% from initial entry
🔲 12 Month Capital Gain Discount
🔲 Free Carry
🔲 Take Profit
🔲 Hold remaining Position for next 2+ years

”Expected Company Milestones” are based on the company's publicly available execution plan and some assumptions made by our team on potential announcements that should de-risk the investment. “Our investment milestones” show our current long-term investment plan. Early stage investments are risky and there is no guarantee that the expected events will occur. The lists are not in sequential order.

Key

🔲 Expected Milestone
✅ Achieved Milestone
🟩 Above Average Result
🟨 Average (Expected) Result
🟧 Below Average Result
🟥 Negative Result
🌎 Macro Event
⚔️ Results from Other Company / Project
🔄 Progress Ongoing
[UPA] Unexpected Positive Announcement
[NEW] New Milestone Added