Agile Therapeutics, Inc. (OTCQB:AGRX) Q1 2022 Results Conference Call May 12, 2022 4:30 PM ET Company Participants Matt Riley - Head, IR Al Altomari - Chairman, CEO Dennis Reilly - CFO Conference Call Participants Oren Livnat - H.C. Wainwright Operator Good afternoon, and welcome to the Agile Therapeutics’ First Quarter 2022 Financial Results Conference Call. Please note, today's event is being recorded. I would now like to turn the conference over to Matt Riley, Head of Investors Relations. Matt Riley Hel ...

Agile Therapeutics, Inc. (OTCQB:AGRX) Q4 2021 Earnings Conference Call March 30, 2022 4:30 PM ET Company Participants Matt Riley - Head of Investors Relations Dennis Reilly - Chief Financial Officer Al Altomari - Chairman and Chief Executive Officer Conference Call Participants Leland Gershell - Oppenheimer Oren Livnat - H.C. Wainwright Disclaimer*: This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within the transcript are designed to help you na ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36464 Agile Therapeutics, Inc. (Exact name of registrant as specified in its charter) Delaware 23-2936302 (State or other jurisdictio ...

Financial Data and Key Metrics Changes - In Q3 2021, the company reported net product revenue of $1.3 million, slightly below guidance due to wholesalers reducing channel inventory by approximately eight days, equating to $115,000 to $160,000 in net sales [18][9] - The cost of product revenue for Q3 2021 was $2.7 million, which included a $1.4 million inventory obsolescence charge [18] - Operating expenses were $14.4 million in Q3 2021, compared to $14.7 million in the same period a year ago [19] - The company closed Q3 2021 with a net loss of $16.8 million, or $0.18 per share, compared to a net loss of $15.5 million, or $0.18 per share for the same period in 2020 [20] - Cash and cash equivalents as of September 30, 2021, were $14.7 million, down from $31.1 million at the end of Q2 2021 [20] Business Line Data and Key Metrics Changes - Total cycle to spend grew by 61%, total prescriptions (TRxs) grew by 47%, new prescriptions grew by 45%, and refill prescriptions grew by 86% from Q2 to Q3 2021 [6][6] - The number of prescribers increased by 63% to 3,394 total prescribers, with approximately 100 new prescribers added each week [8] Market Data and Key Metrics Changes - The company expects retail units of Twirla to grow between 50% and 56% higher than Q2 2021, but actual growth was 61% [8] - The partnership with Pandia Health for telehealth services is expected to contribute to TRx growth in Q4 2021 and into 2022 [10] Company Strategy and Development Direction - The company aims to accelerate growth and reduce time to profitability through increased marketing investments and initiatives [6] - Key initiatives include telehealth partnerships, securing a preferred position on Medi-Cal's formulary, and direct-to-consumer (DTC) advertising programs [10][11][12] - The company is exploring additional telehealth partnerships and leveraging influencer marketing to increase product awareness [12][14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the underlying demand for Twirla despite challenges related to inventory and ACA compliance issues [9][30] - The company believes that addressing ACA compliance issues will improve access to Twirla and enhance growth potential [30] - Management is focused on achieving profitability and is evaluating various financing options to support growth [21] Other Important Information - The appointment of Josephine Torrente to the Board of Directors is expected to contribute to the company's growth through her regulatory expertise [15] - The company is actively monitoring developments related to ACA compliance and advocating for better access to contraceptives [16][30] Q&A Session Summary Question: Inventory expectations and ACA coverage challenges - Inquiry about expectations for wholesaler inventory shifts and challenges faced by Twirla regarding ACA compliance [23] Response - Management anticipates that wholesaler inventory levels are stabilizing and expects TRx and cycle sales to align closely in Q4 [25] - Management acknowledged challenges with ACA compliance, noting that many denials for Twirla prescriptions have occurred, impacting growth [28][29] Question: Coverage and compliance under ACA - Follow-up on the relevance of ACA compliance and challenges in getting coverage for Twirla [34] Response - Management indicated that while compliance with Part A of ACA seems to be met, challenges remain with Part B, particularly regarding denials from insurance companies [35][36] Question: Gross to net revenue allowances - Inquiry about the increase in gross to net revenue allowances and how the company is ensuring continued prescription writing by doctors [38] Response - Management noted that increased patient assistance utilization and Medicaid coverage are contributing factors to the rise in gross to net allowances [41] Question: Update on marketing campaigns - Inquiry about the effectiveness of marketing campaigns, particularly on dating apps, and trends in patient demographics [43] Response - Management confirmed that the marketing campaigns are showing positive results, with a significant increase in website traffic and prescriptions from previously untapped areas [45][46]

Agile Therapeutics, Inc. (OTCQB:AGRX) Q2 2021 Earnings Conference Call July 26, 2021 4:30 PM ET Company Participants Matt Riley - Head, Investors Relations Al Altomari - Chairman and CEO Dennis Reilly - Chief Financial Officer Conference Call Participants Oren Livnat - H.C. Wainwright Tim Lugo - William Blair Leland Gershell - Oppenheimer Daniel Busby - RBC Capital Markets Naz Rahman - Maxim Group Operator Good day, and thank you for standing by. And welcome to the Agile Therapeutics’ 20 -- Q2 2021 Financia ...