Sareum Holdings Plc · LSE:SAR
Sareum — FY2026 Earnings Presentation
19 slides from Sareum's earnings presentation, Nov 3, 2026
Slide 1: Final Results for the Year Ended 30 June 2026
Final Results for the Year Ended 30 June 2026 Final Results for the Year Ended 30 June 2026 3 November 2026 Dr Stephen Parker Executive Chairman Dr Tim Mitchell COO & Co-founder Dr John Reader CSO & Co-founder
Slide 2: Disclaimer
DISCLAIMER The information contained in this document (“Presentation”) is directed at (i) members or creditors of a corporate body within the meaning of Article 43 of the Financial Services and Markets Act 2000 (Financial Promotions) Order 2005, as amended ("Order"), (ii) persons who have profession
Slide 3: Sareum: advancing next-generation therapies for autoimmune diseases and cancer
Sareum: advancing next-generation therapies for autoimmune diseases and cancer SDC-1801 (autoimmune disease) SRA737 (cancer) • Toxicology programme restarted February 2026; dosing • US patent granted for the crystal form, extending protection completed 20 July 2026, in line with expectations in the
Slide 4: Progressing our Pipeline - Development
Progressing our Pipeline - Development Progressing our Pipeline - Development Programme Discovery Preclinical Clinical Clinical Clinical Potential Indications Phase 1 Phase 1b/2a Phase 2b/3 Psoriasis, RA, Lupus, IBD, TYK2 / JAK1 Autoimmune disease SDC-1801 Psoriatic Arthritis, Dermatomyositis, Alope
Slide 5: TYK2 / JAK1 inhibitor programmes
TYK2 / JAK1 inhibitor programmes Proprietary pipeline
Slide 6: Supportive commercial environment, validated science
Supportive commercial environment, validated science VALIDATED SCIENCE COMMERCIAL POTENTIAL BROAD POTENTIAL APPLICABILITY • Brepocitinib (Lisraya), Priovant's dual • Psoriasis affects >125m worldwide, • Sotyktu (TYK2i) is approved for TYK2/JAK1 inhibitor: FDA-approved in with an approx. market size
Slide 7: SDC-1801: Differentiated Mechanism, Strong Safety Profile
SDC-1801: Differentiated Mechanism, Strong Safety Profile Programme Overview Phase 2 Enabling Activities • SDC-1801 is being developed as a once daily oral treatment for • Dosing completed on 20 July 2026 in the Phase 2-enabling autoimmune diseases, potentially including psoriasis and other toxicolo
Slide 8: SDC-1801 Has Potential for Best-in-Class Efficacy
SDC-1801 Has Potential for Best-in-Class Efficacy SDC-1801 Has Potential for Best-in-Class Efficacy SDC-1801 has potential to achieve superior efficacy to current oral and injectable biologic therapies • A key clinical measure for psoriasis treatments, known as PASI 90, is what proportion of patient
Slide 9: SDC-1801 Has Potential for Best-in-Class Efficacy
SDC-1801 Has Potential for Best-in-Class Efficacy SDC-1801 Has Potential for Best-in-Class Efficacy SDC-1801 has potential to achieve superior efficacy to current oral and injectable biologic therapies • A key clinical measure for psoriasis treatments, known as PASI 90, is what proportion of patient
Slide 10: SDC-1802: cancer immunotherapy
SDC-1802: cancer immunotherapy • TYK2/JAK1 inhibitor being developed for cancer and cancer NEXT STEP immunotherapy applications • Immunomodulating molecule that has demonstrated good Partnering efficacy in preclinical models of cancer Preferred route for clinical development • Translational work is
Slide 11: TYK2 neuroscience collaboration
TYK2 neuroscience collaboration To develop analogs of SDC-1801 that can cross into the brain to treat neuro-inflammatory diseases Purpose such as Multiple Sclerosis, Parkinson’s and Alzheimer’s Receptor.AI supported the work using computer-aided design and brain-penetration predictive models, Approa
Slide 12: Chk1 - SRA737
Chk1 - SRA737 Selective Chk1 kinase inhibitor Once daily oral administration Completed Phase 1/2
Slide 13: SRA737: validated science with broad potential applicability
SRA737: validated science with broad potential applicability VALIDATED SCIENCE BROAD POTENTIAL APPLICABILITY COMMERCIAL POTENTIAL • Chk1 forms part of the DNA Clinical and preclinical studies • No approved Chk1 inhibitors Damage Response (DDR) support the use of a selective Chk1 creates a first-in-c
Slide 14: SRA737: Clinical-stage oncology asset with enhanced value and partnering optionality
SRA737: Clinical-stage oncology asset with enhanced value and partnering optionality SRA737 is a clinical-stage oral, selective inhibitor of checkpoint kinase 1 (Chk1), targeting cancer cell replication and DNA damage repair mechanisms 63.5% March 2043 Open IND of all future revenues (previously US
Slide 15: Financial results
Financial results For the year ended 30 June 2026
Slide 16: Income statement
Year ended 30 June Year ended 30 June Income statement CONSOLIDATED STATEMENT OF 2026 2025 COMPREHENSIVE INCOME (Audited) (Un-audited) £’000 £’000 Revenue - -) Administrative expenses (3,718) (3,382) Share of loss of associate - 2) Operating loss (3,718) (3,380) Finance income 48) 77) Financing cred
Slide 17: Balance sheet
Balance sheet 30 June 2026 30 June 2025 CONSOLIDATED BALANCE SHEET (Un-audited) (Audited) £’000 £’000 Non-current assets Property, plant and equipment -) -) Investment in associate -) -) -) -) Current assets Trade and other receivables 470) 684) Cash and cash equivalents 1,160) 3,546) 1,630) 4,230)
Slide 18: Pipeline status and priorities
Pipeline status and priorities SDC-1801 SDC-1802 • Topline toxicology results expected in Q4 2026 • Translational work complete, with a robust dataset • Complete the Phase 2-enabling regulatory package (mid- • Partnering is the preferred route for clinical development; 2027) and prepare for Phase 2
Slide 19: Q&A
QA Q&A Investor Relations: ir@sareum.co.uk Unit 2A, Langford Arch London Road Pampisford Cambridge CB22 3FX United Kingdom Tel: +44 (0) 1223 497700 Email: info@sareum.co.uk 19