Serina Therapeutics, Inc. · AMEX:SER
Serina Therapeutics — Investor Presentation (April 2025)
26 slides from Serina Therapeutics's investor presentation, Apr 7, 2025
Slide 1: POZ Platform: Enabling Improvements of Multiple Drug Modalities
New / improved small molecule drugs POZ Platform® April 2025 Non-Confidential Small Molecules Enabling Improvements of Multiple Drug Modalities Optimized targeting & reduced immunogenicity RNA Improved delivery of cancer-killing toxins ADCs
Slide 2: Forward Looking Statements
Forward Looking Statements NON-CONFIDENTIAL 2 This presentation contains forward-looking statements that are based on management’s beliefs and assumptions and on information currently available to management. In some cases, you can identify forward-looking statements by the following words: “may,” “
Slide 3: Serina Therapeutics: Next generation drug optimization technology
Serina Therapeutics Next generation drug optimization technology for multiple modalities NON-CONFIDENTIAL 3 • Founders pioneered PEGylation at Shearwater Polymers; $150B in cumulative sales across 32 FDA-approved PEGylated drugs • Founded Serina to develop the gold standard therapeutic polymer platf
Slide 4: Presentation Overview
Presentation Overview NON-CONFIDENTIAL 4 Benefits of POZ Platform1 SER-252 (POZ-Apomorphine) – Potential best-in-class treatment for Advanced Parkinson’s Disease 2 RNA – Broad opportunity across therapeutics and vaccines3 Milestones and Summary4
Slide 5: POZ delivers multiple key improvements across multiple modalities
POZ delivers multiple key improvements across multiple modalities NON CONFIDENTIAL 5 Does not elicit an immune response1POZ (poly 2-oxazoline) is engineered to address the limitations of other biocompatible polymers Enables greater drug loading2 Enables continuous delivery with controlled release3 S
Slide 6: How Does POZ Accomplish Continuous Drug Delivery?
Th erap eu tic W in d o w How Does POZ Accomplish Continuous Drug Delivery? • Drug is attached to multiple pendent groups via a cleavable linker • A single plasma enzyme (butyrylcholinesterase) releases the active drug POZ Time D ru g C o n ce n tr at io n Standard Drug Delivery (oral, SC, IM, IV) P
Slide 7: 'POZylated' Small Molecule Candidate Phenotype
‘POZylated’ Small Molecule Candidate Phenotype NON-CONFIDENTIAL 7 Long-acting TPP must have material, KOL-validated clinical benefit • Convenience / compliance • Improved efficacy / Reduced SAE profile • Clinically de-risked small molecule • Drugs with narrow Therapeutic Index/Window • Drugs that fa
Slide 8: SER-252 (POZ-Apomorphine) for Advanced Parkinson's Disease
SER-252 (POZ-Apomorphine) Continuous Dopaminergic Stimulation (CDS) with Best-in-class Potential for Treatment of Advanced Parkinson’s Disease 10M people in the world are currently living with Parkinson’s disease Every 9 mins A person is diagnosed with Parkinson’s disease in the US alone 50+ years W
Slide 9: POZ Apomorphine: Optimizing product potential of clinically proven small molecule
NON-CONFIDENTIAL 9 • Apomorphine is a strong pan-receptor dopamine agonist • Similar to levodopa in terms of efficacy, but not dependent on the patient having intact presynaptic machinery to convert levodopa to dopamine and may be more appropriate than levodopa for advanced patients • Adoption of ap
Slide 10: POZ Apomorphine: Addressing Skin Reaction Challenges
POZ Apomorphine: Addressing Skin Reaction Challenges NON-CONFIDENTIAL 10 No adverse skin reactions in NHPs Supernus’ ONAPGO (APO-go) TOLEDO Study: 31% of 82 Patients had Moderate to Severe Local Site Issues POZ releases free apomorphine only in vascular circulation, not in the sub-q compartment PK s
Slide 11: Patient Journey Inevitably Leads to Inadequate Control
Patient Journey Inevitably Leads to Inadequate Control NON-CONFIDENTIAL 11 Alternatives for advanced patients limited to highly invasive options Dyskinesia ON Time OFF Time High LowYEAR DRUG LEVEL 1 - 2 2 - 3 3 - 6 6+ Parkinson’s Diagnosis Impairment of Daily Functioning Development of Motor Complic
Slide 12: Major Market Opportunity for Advanced Parkinson's Therapies
Major Market Opportunity for Advanced Parkinson’s Therapies 1. Parkinson’s Foundation, accessed Mar 2024 2. Roche Pharma Day Epidemiological Data 2022 3. Various Analyst Reports from Oct 2019, Feb 2020, Dec 2023, Feb 2024 4. Based on Globe Life Sciences Primary Research NON-CONFIDENTIAL 12 US Advanc
Slide 13: Emerging Products Have Significant QoL Limitations
Emerging Products Have Significant QoL Limitations NON-CONFIDENTIAL 13 ProDuopa (Abbvie) levodopa / carbidopa Requires surgical placement of an intestinal port, patient wears a pump and 5 lb. gel pack during waking hours $471M in 2023 sales (75% ex-US) $511M peak sales in 2021 US pricing = $40K/yr/p
Slide 14: Analysts Project Large Market Emerging for CDS
Analysts Project Large Market Emerging for CDS 1. Source: Evaluate Pharma, accessed Mar 2024 NON-CONFIDENTIAL 14 Despite Highly Invasive Product Profiles 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2021A 2022A 2023A 2024E 2025E 2026E 2027E 2028E 2029E 2030E W o rl d w id e S a le s ($ m ) Global
Slide 15: POZ Apomorphine is Partnered with Enable Injections
POZ Apomorphine is Partnered with Enable Injections 1. Approved in the United States in combination with a specific drug, for more information: https://enableinjections.com/our-products NON-CONFIDENTIAL 15 Approved 25mL enFuse device fully enables SER-252’s best-in-class product potential • Vial of
Slide 16: POZ Apomorphine has Blockbuster Potential
POZ Apomorphine has Blockbuster Potential 1. Globe Life Sciences Primary Research NON-CONFIDENTIAL 16 $2.1B to $3.3B Peak Sales Opportunity (US / EU / UK) Sa le s $ (M ) 0 500 1,000 1,500 2,000 2,500 3,000 3,500 2030 2031 2031 2033 2034 2035 2036 2037 2038 2039 2040 US / EU / UK SER-252 Total Sales
Slide 17: SER-252 Development Plan
2025 2026 2027 2028 H1 H2 H1 H2 H1 H2 H1 H2 H1 SER-252 Development Plan 17 IND Studies Pre-IND Meeting Phase 2b/3 in Advanced PD PatientsPhase 1b in Advanced PD Patients Interim Data Final Data • Design: Single Ascending Dose / Multiple Ascending Dose • Primary Endpoint: o Safety and tolerability No
Slide 18: Summary: POZ apomorphine Compelling Risk/Reward Profile
Summary POZ apomorphine: Compelling Risk/Reward Profile Modest capital requirements to reach potentially highly accretive value inflection points NON-CONFIDENTIAL 18 • Large unmet patient need – SER-252 potential peak annual sales of $2.1B to $3.3B • Modest clinical risk – Apomorphine has US and EU
Slide 19: RNA: A non-immunogenic POZ-based delivery & targeting platform
RNA • A non-immunogenic POZ-based delivery & targeting platform • Broad Opportunity Across Therapeutics & Vaccines v1.0 LNP (PEG alternative) RNA vaccine platform licensed to Pfizer v2.0 LNP (replaces PEG & ionizable lipid) RNA therapeutics immune silent platform v3.0 LNP (v2.0 + extrahepatic target
Slide 20: POZ enables RNA products with greatly reduced reactogenicity
POZ enables RNA products with greatly reduced reactogenicity NON-CONFIDENTIAL 20 Ionizable lipid Cholesterol mRNA Phospholipid POZ-lipid • Collaborations with pharma partners to replace PEG-LNPs with POZ-LNPs • COVID-19 RNA vaccines data supports anti-PEG antibodies linked to unwanted reactogenicity
Slide 21: High Reactogenicity likely due to anti-PEG antibodies
High Reactogenicity likely due to anti-PEG antibodies NON-CONFIDENTIAL 21 • Anaphylaxis to the mRNA vaccines appears to be due to basophil degranulation, likely the result of high titer IgG (possibly IgM) to the PEG in the formulation • Now recognized as an uncommon mechanism of anaphylaxis, first d
Slide 22: POZ LNP Strategic Rationale
POZ LNP Strategic Rationale LNP Built Entirely on POZ Platform 22 Development of superior, proprietary LNP vehicle enables potential to: • Stand up an LNP newco focused on developing product assets • Broad partnering/licensing opportunity across TA’s employing LNP delivered payloads Supported by v1.
Slide 23: Rapid Growth in LNP-delivered Drugs
0 46 65 89 258 435 642 797 326 773 1124 1484 765 1178 1615 2062 54 102 144 0 500 1000 1500 2000 2022 2023 2024 2025 2022 2023 2024 2025 2022 2023 2024 2025 2022 2023 2024 2025 2022 2023 2024 Circular RNA Guide RNA-Mediated Gene Editing Messenger RNA Oligonucleotide RNA-Targeted Small Molecules N u m
Slide 24: Milestones & Summary
Milestones & Summary
Slide 25: Value-Driving Projected Milestones
Value-Driving Projected Milestones NON-CONFIDENTIAL 25 Product Development / Data • 2Q 2025 – IND submission with FDA • 3Q 2025 – FDA allowance for Phase 1 trial of SER-252 in Advanced Parkinson’s • 4Q 2025 – Initiation of Phase 1 trial of SER-252 in Advanced Parkinson’s Disease • 4Q 2025 – New POZ
Slide 26: Small Molecule Pipeline
Small Molecule Pipeline NON-CONFIDENTIAL 26 Drug Candidate Indication Research Preclinical Phase 1 Phase 2 Phase 3 SER-252 (POZ-apomorphine) Advanced Parkinson’s SER-2xx (POZ-undisclosed) CNS SER-2xx (POZ-undisclosed) CNS IND-enabling studies Proof of concept Platform Partnering Programs Drug Candid
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