Serina Therapeutics, Inc. · AMEX:SER
Serina Therapeutics — Investor Presentation (January 2025)
25 slides from Serina Therapeutics's investor presentation, Jan 6, 2025
Slide 1: POZ Platform: Enabling Improvements of Multiple Drug Modalities
New / improved small molecule drugs POZ Platform® December 2024 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: Proven record of drug development and commercialization
Serina Therapeutics Proven record of drug development and commercialization NON CONFIDENTIAL 3 • Founders pioneered PEGylation at Shearwater Polymers; $150B in cumulative sales across 32 FDA-approved PEGylated drugs • Serina is focused on developing the gold standard therapeutic polymer platform for
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 partnering opportunity across vaccines and therapeutics 3 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: SER-252 (POZ-Apomorphine) for Treatment of 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 7: Lead Asset POZ apomorphine with Attractive Risk/Reward Profile
Lead Asset POZ apomorphine with Attractive Risk/Reward Profile Modest capital requirements to reach potentially highly accretive value inflection points NON CONFIDENTIAL 7 • Large unmet patient need – commercial market > $2.1B to $3.3B peak annual sales • Modest clinical risk – Apomorphine is a know
Slide 8: POZ Apomorphine: Optimizing a clinically proven dopamine agonist
NON CONFIDENTIAL 8 • 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 • Approvals in t
Slide 9: 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 10: POZ Apomorphine: Addressing Skin Reaction Challenges
POZ Apomorphine: Addressing Skin Reaction Challenges NON CONFIDENTIAL 10 No adverse skin reactions in NHPs Supernus’ 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 studies te
Slide 11: Patient Journey Inevitably Leads to Inadequate Control
Patient Journey Inevitably Leads to Inadequate Control * Only approved in EU, under regulatory review in US as SPN830 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 Diagnos
Slide 12: Market Opportunity for Advanced Parkinson's Therapies
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 Advanced PD
Slide 13: Emerging Products Have Significant QoL Limitations
Emerging Products Have Significant QoL Limitations 1. Competitive Products Rely on Infusion Devices That Must Be Worn Daily / Continuously NON CONFIDENTIAL 13 Duopa (Abbvie) levodopa / carbidopa requires surgical placement of an intestinal port, patient wears a pump and 5 lb. gel pack Duopa did $471
Slide 14: Analysts Project Large Market Emerging for CDS
Analysts Project Large Market Emerging for CDS 1. Source: Evaluate Pharma, accessed Mar 2024 NON CONFIDENTIAL 14 Despite Highly Invasive Product Profiles 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2021A 2022A 2023A 2024E 2025E 2026E 2027E 2028E 2029E 2030E W o rl d w id e S a le s ($ 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 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 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 NON CONFIDENTIAL 17 IND Studies Pre-IND Meeting Phase 2b 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
Slide 18: RNA Broad Partnering Opportunity Across Vaccines & Therapeutics
RNA Broad Partnering Opportunity Across Vaccines & Therapeutics First License Deal Executed Q4 2023 (Pfizer)
Slide 19: POZ enables RNA products with greatly reduced reactogenicity
POZ enables RNA products with greatly reduced reactogenicity NON CONFIDENTIAL 19 Ionizable lipid Cholesterol mRNA Phospholipid POZ-lipid • Collaborations with pharma partners to develop LNPs that replace PEG-LNPs with POZ-LNPs. • COVID-19 RNA vaccines - substantial population exhibited anti-PEG anti
Slide 20: High Reactogenicity likely due to anti-PEG antibodies
High Reactogenicity likely due to anti-PEG antibodies NON CONFIDENTIAL 20 • 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 21: Rapid Growth in LNP-delivered Drugs
Rapid Growth in LNP-delivered Drugs NON CONFIDENTIAL 21 0 46 63 258 435 642 326 773 1124 765 1178 1615 54 102 144 0 200 400 600 800 1000 1200 1400 1600 1800 2000 2022 2023 2024 2022 2023 2024 2022 2023 2024 2022 2023 2024 2022 2023 2024 Circular RNA Guide RNA-Mediated Gene Editing Messenger RNA Olig
Slide 22: Milestones & Summary
Milestones & Summary
Slide 23: Value-Driving Projected Milestones
Value-Driving Projected Milestones NON CONFIDENTIAL 23 Product Development / Data • 2Q 2025 – IND filing with FDA • 3Q 2025 – FDA allowance for Phase 1 trial of SER-252 in Advanced Parkinson’s • 3Q 2025 – Initiation of Phase 1 trial of SER-252 in Advanced Parkinson’s Disease • 1Q 2026 – Interim SER-
Slide 24: Summary
Summary NON CONFIDENTIAL 24 Lead IND candidate with $2.1 billion - $3.3 billion peak sales potential • Modest clinical risk – proven molecule apomorphine • Highly differentiated TPP enabled by POZ + partnership with Enable Injections • Phase1b trial 2H2025 in advanced PD patients provides early effi
Slide 25: Small Molecule Pipeline
Small Molecule Pipeline NON CONFIDENTIAL 25 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) Cardiology IND-enabling studies Proof of concept Platform Partnering Programs Drug
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