Coiled Therapeutics Plc · LSE:COIL
Coiled Therapeutics — Investor Presentation (July 2026)
22 slides from Coiled Therapeutics's investor presentation, Jul 1, 2026
Slide 1: Unravelling Cancer's Blueprint
Unravelling Cancer's Blueprint Precision oncology advancing first - in - class therapeutics for patients with high - risk cancers. AIM: COIL | OTCQB: COTXF INVESTOR PRESENTATION Q3 2026
Slide 2: Disclaimer
Disclaimer NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO CANADA, JAPAN, OR THE R EPU BLIC OF SOUTH AFRICA OR ANY OTHER JURISDICTION IN WHICH IT WOULD BE UNLAWFUL TO DO SO. For the purposes of this document, the “Presentation” shall mean and inc
Slide 3: Why Coiled?
Why Coiled? Unlocking a Validated Cancer Dependency with No 1 Approved Targeted Therapy 4 Catalyst - Rich Through 2027 AO - 252 is the only clinical - stage programme targeting TACC3, Multiple upcoming clinical and strategic milestones expected, a biologically validated cancer dependency implicated
Slide 4: Clinical Differentiation
Clinical Differentiation CLEAN EXCEPTIONAL TOLERABILITY TARGET PROFILE SELECTIVITY CONVENIENT One Molecule. Three Advantages. HIGHER OUTPATIENT 1. Multi- Modal Mechanism PROBABILITY OF ADMINISTRATION 2. Brain Penetration RESPONSE 3. Biomarker - Driven Precision ACCESS TO MULTI - MODAL CNS METS MOA A
Slide 5: TACC3: A Validated Cancer Dependency With No Approved Targeted Therapy
TACC3: A Validated Cancer Dependency With No Approved Targeted Therapy Validated Biology Broad Institute DepMap analysis across thousands of cancer cell lines confirms TACC3 as a selective survival dependency in multiple tumour types. Similar approaches helped validate targets including BRCA, KRAS a
Slide 6: AO-252: One Molecule. Multi-Modal MOA.
AO - 252: One Molecule. Multi - Modal MOA. AO - 252 TACC3 inhibition Multi - Modal Mechanism of Action 1 AO - 252 disrupts TACC3, causing DNA damage, replication stress in DNA Damage DNA fragments cancer cells and immune activation. released Innate Immune Activation ( cGAS /STING) 2 Damaged DNA acti
Slide 7: Phase 1 Clinical Trial: Robust Early Signals
Phase 1 Clinical Trial: Robust Early Signals Clinical benefit while dose optimisation remains ongoing. PHASE 1 (NCT06136884) 80% NO SAEs 5 ≥6 mo Clinical Benefit Rate No Serious Adverse Events Median Prior Therapies Duration of Response Cohort 4b — 2x daily Room to optimise as maximum tolerated dose
Slide 8: Clinical Development Strategy
Clinical Development Strategy AO - 252 is initially focused on indications where differentiated biology, early clinical activity and significant unmet need create the clearest path to value creation. Ovarian Cancer Prostate Cancer Platform Expansion Lead Expansion Cohort Second Expansion Cohort Oppo
Slide 9: Commercial Opportunity
Commercial Opportunity AO - 252 is being developed within commercially validated oncology markets where precision medicines have already created multi - billion - dollar value. 350K+ Estimated Addressable Patients >$20B Proven Oncology Markets >$3B Recent Strategic Transaction Benchmark Biomarker -
Slide 10: Value Creation Roadmap
Value Creation Roadmap 2026 – 2027 CLINICAL MILESTONES H2 2026 H1 2027 H2 2027 Clinical Dataset Build - Out • Initial data from new - generation • Key Value Inflection • Strategic Execution formulation • Preliminary efficacy dataset • Big Pharma partnering discussions • Dose escalation expansion dat
Slide 11: Recent Oncology Transactions
Recent Oncology Transactions Comparable transactions vary by modality and maturity but demonstrate sustained pharmaceutical demand for differentiated early - stage oncology assets. UPFRONT MILESTONES TOTAL DEAL PATIENT DATE ACQUIRER TARGET PHASE INDICATIONS PAYMENT / CVRS VALUE NUMBER Pre - clinical
Slide 12: Pipeline: Multi-Modal, Multi-Indication
Pipeline: Multi - Modal, Multi - Indication DISCOVERY IND - ENABLING PHASE 1 PHASE 2 & 3 AO - 252 Ovarian & Phase 1 (Dose Expansion) TACC3 PPI Inhibitor First - in- Class Small Prostate Cancer Molecule Primary focus — efficacy demonstrated; expansion targeting 40 patients by Q3 2026 First patient en
Slide 13: Management & Board of Directors
Management & Board of Directors Dr Sotirios Stergiopoulos Sridhar Vempati EXECUTIVE CHAIRMAN CHIEF EXECUTIVE OFFICER • Physician executive with extensive pharmaceutical • ~20 years in drug discovery, oncology experience, particularly in Oncology research & business strategy; proven • Former CMO of m
Slide 14: Five Reasons
Five Reasons First - in- Class Clinical Asset Coiled Development Strategy 1 ✓ Human Proof - of - Concept Emerging ✓ Only Clinical - Stage TACC3 Programme ✓ Clinical Activity Before Optimisation Differentiated Biology Commercially Relevant Development Strategy 2 ✓ Ovarian ✓ Biomarkers Human Proof - o
Slide 15: Capital Structure & Financials
Capital Structure & Financials AIM Admission 27 March 2026 Placing Price 10 pence per share Shareholder Structure Gross Fundraise £8.5 million (~$11.3M USD) Directors & Management Market Cap ~£40 million (May 2026) 37% Share price ~10p Institutional 10% Total Shares Outstanding 425,856,539 Retail Re
Slide 16: Thank You
Thank You Coiled Therapeutics plc | www.coiledplc.com | info@coiledplc.com Harbor Access Investor Relations Matt Kelly matt@harbor - access.com +1 475 477 9403 AIM: COIL | OTCQB: COTXF
Slide 17: Appendix
Appendix AIM: COIL | OTCQB: COTXF
Slide 18: Company Strategy & History
Company Strategy & History Coiled Therapeutics plc spun out of A2A Pharmaceuticals to 2025 advance AO - 252, a first - in- class TACC3 inhibitor already in Phase Company Facts 1 clinical development. Exchange AIM (London) + OTCQB (US) March – Reverse takeover of AIM - listed Roquefort Therapeutics,
Slide 19: TACC3: A Validated Cancer Dependency
TACC3: A Validated Cancer Dependency WHAT IS TACC3? TACC3 is a protein essential for cell division. Many cancers become highly dependent on TACC3 to sustain growth and survive genetic stress. Why is it important? Why is it considered validated? Novel Drug Target. TACC3 is considered a validated targ
Slide 20: AO-252 Mechanism of Action Visual
AO - 252 Mechanism of Action Visual MULTI - TARGETED PPI DISRUPTION By disrupting TACC3’s protein - protein interactions, AO - 252 induces mitotic & replication stress through impairment of the DNA damage repair process and activation of immunity, leading to cancer cell death, particularly in TP53 -
Slide 21: Robust Pre-Clinical Validation
Robust Pre - Clinical Validation AO - 252 demonstrated tumour regression as monotherapy across multiple difficult - to- treat solid tumour models, including ovarian, triple - negative breast cancer (TNBC), endometrial, gastric, and prostate cancers. Notably, the compound showe d robust efficacy in i
Slide 22: STAT-6 Programme — A Second Pipeline Opportunity
STAT - 6 Programme — A Second Pipeline Opportunity STAT - 6 is the master transcription factor behind IL - 4/IL - 13 signalling — the same pathway Dupixent targets upstream to generate over £10 billion in 2024 revenue. CO - 002 uses siRNA to silence STAT - 6 at the mRNA level, a mechanistically dist
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