Algorae Pharmaceuticals Ltd (ASX: 1AI) offers a dual-track, capital-efficient pathway to pharmaceutical commercialisation. The primary business is the commercial division, AlgoraeRx, which sources and supplies generic and specialty medicines to Australia and New Zealand through executed supply and licensing agreements with leading global manufacturers, including Dr. Reddy’s Laboratories, Cadila Pharmaceuticals and Sakar Healthcare. AlgoraeRx operates a capital-light Source–Register–Supply model, supported by a $3.0 million non-dilutive working capital facility.

The business offers investors near-term revenue and exposure to the $34 billion Australian pharmaceutical market. Blue-sky optionality is provided by AlgoraeOS, an AI-enabled drug discovery platform validated at Peter MacCallum Cancer Centre. AlgoraeOS generates drug-combination candidates for licensing and co-development and has 90 high-confidence candidates currently in the validation and partnering pipeline. In summary, the Company is focused on near-term revenue through executed supply agreements and long-term pipeline value through its proprietary discovery engine. 

ON THIS WEBINAR, Algorae's Executive Chairman David Hainsworth, discusses recent commercial contracts with India's largest drug manufacturers, advancing TGA approvals, and ramping up to first revenue in 2026. Investability's Dannika Warburton then leads an investor Q&A. 

Recorded: 28 April 2026 

CHAPTERS:

00:00 Introduction by Investability

00:34 Opening remarks from David Hainsworth

00:49 Zydus licensing agreement and partner validation

01:55 AlgoraeRx commercial strategy

02:57 AlgoraeOS AI drug discovery platform 

04:13 Commercial team and execution capability

05:55 Market opportunity and investment outlook

07:16 Zydus deal Q&A 

09:17 TGA pathway and registration timeline

11:20 Route to market after registration

12:25 Revenue timing and first commercial sales 

14:22 Global pharma partners and commercial credibility 1

6:20 AlgoraeOS value and commercial pathway

18:27 Funding, cash runway and capital allocation

20:46 Valuation, market re-rate catalysts and shareholder base 

25:44 Final investor message from David Hainsworth & closing remarks

Reach out to the Algorae IR team at algorae@investability.com.au 

About Investability:

Investability is an investor relations consultancy with a successful track record of connecting growth-focused companies with quality investors. Specialising in the representation of ASX companies, we combine deep technical expertise in capital markets with practical insights from our institutional buy-side and sell-side experience. Learn more at www.investability.com.au. 

Disclaimer: 

The information in this video is general information only and should not be taken as personal or investment advice. Investability is not a financial adviser and does not provide financial advice. You should seek independent legal, financial, taxation and/or other advice to check how the general information from this website relates to your personal circumstances. Neither Investability or the panellists are liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by viewing this video.