Dimerix (ASX: DXB): DMX200, DMX652 & the Global Kidney Drug Opportunity

Can Dimerix (ASX: DXB) build a global kidney disease business around two clinical-stage drug candidates? In this Homodeus Research webinar, Dimerix Managing Director and CEO Nina Webster discusses the company’s two-drug kidney disease pipeline. DMX200 is being evaluated in the fully recruited global Phase 3 ACTION3 trial as a potential treatment for focal segmental glomerulosclerosis (FSGS). The company has secured five commercial partners across major international markets, with top-line results expected in the first half of 2028. Nina also discusses DMX652, Dimerix’s Phase 2 candidate for acute kidney injury following cardiac surgery. First-patient dosing and an interim analysis are planned for 2027. The conversation covers clinical endpoints, funding, orphan drug designation, competition, drug pricing, international licensing opportunities and the major milestones investors should be watching. TIMESTAMPS 00:00 Introduction 01:31 Dimerix and Its Two-Drug Kidney Disease Pipeline 03:12 DMX200 Partnerships and the DMX652 Opportunity 04:25 Could Existing Partners Support DMX652? 05:18 The Global Kidney Disease Opportunity 06:50 Diagnosis, Biopsies and Patient Access 07:34 Proteinuria and eGFR Endpoints Explained 09:35 Kidney Disease Progression and Early Diagnosis 11:45 Funding DMX200 and DMX652 12:33 Dimerix’s Five Commercial Partnerships 14:34 FSGS Competition and DMX200’s Positioning 15:42 Sparsentan, FSGS Uptake and Drug Pricing 17:12 Other Potential Indications for DMX200 18:18 Insider Ownership and Shareholder Alignment 20:00 Capital Position and Funding Runway 21:23 Orphan Drug Designation Explained 24:26 Pricing, Reimbursement and Drug Stacking 26:21 Additional Global Licensing Opportunities 28:19 ACTION3 Milestones and Continued Patient Access 31:04 Reimbursement Alongside Other FSGS Drugs 32:14 Key Investor Catalysts Over the Next 12–18 Months 33:51 Closing Remarks ABOUT HOMODEUS RESEARCH Homodeus Research provides independent investor education through in-depth interviews with ASX-listed companies, helping investors better understand business models, industries and long-term investment opportunities. Enjoyed this interview? Subscribe to Homodeus Research for interviews with ASX-listed executives, fund managers, industry experts and thought leaders across healthcare, technology, mining and emerging growth companies. DISCLAIMER This webinar is provided for educational purposes only and should not be considered financial advice. Always conduct your own research and seek advice from a licensed financial adviser before making investment decisions.