Serina Therapeutics, Inc. · AMEX:SER
Serina Therapeutics — BTIG Small Molecule Platform Presentation (July 2025)
21 slides from Serina Therapeutics's conference presentation, July 2025
Slide 1: POZ Platform
® POZ Platform • Next Generation Drug Product Optimization Platform • Enabling Improvements of Multiple Drug Modalities Ticker (NYSE American): SER Shares outstanding: 10.0M Insider Ownership: 45% June 2025 Non-Confidential
Slide 2: Forward Looking Statements
Forward Looking Statements 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,” “will,” “could,” “wo
Slide 3: Small Molecules, RNA, ADCs
Small Molecules RNA ADCs New / improved Optimized targeting & Improved targeting & small molecule drugs reduced immunogenicity of delivery of cancer killing in CNS indications LNP-based RNA payloads toxins • SER-252 – advanced Parkinson’s • v1.0 license / collaboration • Proof of principle in vivo d
Slide 4: How Does POZ Accomplish Continuous Drug Delivery of a Small Molecule?
How Does POZ Accomplish Continuous Drug Delivery of a Small Molecule? Drug Cleavable Linker Inert Pendent Enzymatic Drug Release • Drug is attached to multiple pendent groups POZ N N N N N N N N N N N COOH via a cleavable linker • A single plasma enzyme (butyrylcholinesterase) releases the active dr
Slide 5: SER-252 (POZ-Apomorphine)
SER-252 (POZ-Apomorphine) Continuous Dopaminergic Stimulation (CDS) with Best-in-class Potential for Treatment of Advanced Parkinson’s Disease 10M Every 9 mins 50+ years people in the world are currently A person is diagnosed with Parkinson’s With no major clinical advances – living with Parkinson’s
Slide 6: POZ Apomorphine
POZ Apomorphine Optimizing product potential of clinically proven small molecule • 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 ap
Slide 7: POZ Apomorphine has Blockbuster Potential
POZ Apomorphine has Blockbuster Potential • $2.1B to $3.3B Peak Sales Opportunity (US / EU / UK) 3,500 US / EU / UK Total Sales 25% Penetration 3,000 US / EU / UK Total Sales 16% Penetration 59,299 NON-CONFIDENTIAL Patients 2,500 Sales $(M) 2,000 37,753 Patients 1,500 1,000 Pricing Assumptions US ne
Slide 8: Patient Journey Inevitably Leads to Inadequate Control
Patient Journey Inevitably Leads to Inadequate Control Alternatives for advanced patients limited to highly invasive options SER-252 Market Entry Levadopa (+ Carbidopa) Remains Adjunctive Therapy – Levodopa dose DBS - Deep brain stimulation the 1L Standard of Care Dopamine agonist, COMT / adjustment
Slide 9: Major Market Opportunity for Advanced Parkinson's Therapies
Major Market Opportunity for Advanced Parkinson’s Therapies US EU + UK Advanced PD prevalent patients Advanced PD prevalent patients 150,000 210,000 ~50% Not controlled Inadequately controlled on orals, Inadequately controlled on orals, Advanced-therapy eligible Advanced-therapy eligible 75,000 105,
Slide 10: SER-252 Potential Best-in-Class TPP
SER-252 Potential Best-in-Class TPP – 2x per week / 10 mins on- body LAI Versus current electronic infusion products worn continuously during waking hours Duopa (Abbvie) Vyalev (Abbvie) Apo-go / Onapgo (Supernus) levodopa / carbidopa foslevodopa / foscarbidopa apomorphine Requires surgical placement
Slide 11: Apomorphine Causes Serious Administration Site Reactions
Apomorphine Causes Serious Administration Site Reactions Supernus’ ONAPGO (APO-go) TOLEDO Study: 31% of 82 Patients had Severe Local Site Issues • Apomorphine causes painful skin nodules in high number of patients • These nodules do not resolve – permanent painful scaring NON-CONFIDENTIAL 11
Slide 12: POZ Apomorphine: No adverse skin reactions in NHPs
POZ Apomorphine: No adverse skin reactions in NHPs SER-252 Onapgo / APO-go No skin reactions seen at any time point Draining skin abscesses in all treated in 200+ treated monkeys monkeys • POZ delivers free apomorphine specifically into the vascular circulation, avoiding release in the subcutaneous
Slide 13: POZ Apomorphine is Partnered with Enable Injections
POZ Apomorphine is Partnered with Enable Injections Approved 1 25mL enFuse® device fully enables SER-252’s best-in-class product potential Compact device with no tubing involved • Vial of SER-252 is pushed on to the port • Automatically transfers solution and loads the device in less than one minute
Slide 14: SER-252 Development Plan
SER-252 Development Plan 2025 2026 2027 2028 2029 H1 H2 H1 H2 H1 H2 H1 H2 H1 IND Pre-IND Phase 1b in Advanced PD Patients Phase 2b/3 in Advanced PD Patients Studies Meeting • Design: Single Ascending Dose / Multiple • Design: randomized vs placebo Ascending Dose • Primary endpoint: • Primary Endpoin
Slide 15: SER-270 (POZ-VMAT2 inhibitor)
SER-270 (POZ-VMAT2 inhibitor) VMAT2 inhibitor-based long-acting injectable (LAI) in movement disorders Tardive Dyskinesia & Huntington’s Chorea 800K Only 50K VMAT2i’s people in the US are currently patients are currently being treated are the only approved drug class living with Tardive dyskinesia w
Slide 16: SER-270 / POZ-VMAT2i for Tardive Dyskinesia
SER-270 / POZ-VMAT2i VMAT2 inhibitor-based LAI product POZ enables a VMAT2 inhibitor-based LAI for Tardive Dyskinesia (TD) candidate optimized for one week PK profile product candidate optimized for one week in movement disorders Tardive Dyskinesia & PK profile in movement disorders Tardive Huntingt
Slide 17: US Market Metrics LAI Target Segments
US Market Metrics LAI Target Segments • Primary Indication: Tardive Dyskinesia: POZ-VMAT2i ~ 800,000 people in the US have TD targets a large and growing market with significant unmet • Patients who have taken dopamine receptor blocking needs, focusing on non-compliant psychiatric patients and agent
Slide 18: Overview of VMAT2i Class – 2024 US sales of $3.7 billion
Overview of VMAT2i Class – 2024 US sales of $3.7 billion • Analysts forecast 2030 US Sales of $5.4B as only approved drug class for TD *Tetrabenazine was first approved for the treatment of chorea in movement disorders in the UK in1971, then received wider European approval by 2000 **Based on wholes
Slide 19: Team Momentum
Team Momentum Leadership Transformation Key Investors & Board Members Senior Leadership / Board have led early investments and/or built of Directors has been companies as C-suite leaders having completely transformed in achieved total exit value of approximately past year. $50 billion.
Slide 20: Strategic Support & High Insider Ownership
Juvenescence The drug development & investment platform Backing company of biotech investor Greg Bailey. Record of leading 2 of the 10 largest biopharma exits in the last decade: Biohaven (Pfizer) for $11 billion, Medivation (Pfizer) for $14 billion. Strategic Juvenescence recently announced a $150M
Slide 21: Significant Milestones
Significant Milestones Product Development / Data • Aug 2025 – FDA allowance for Phase 1b trial of SER-252 in Advanced Parkinson’s • Aug 2025 – 505(b)(2) NDA regulatory pathway visibility • Sep 2025 – IND submission with FDA • Nov 2025 – Initiation of Phase 1b trial of SER-252 in Advanced Parkinson’
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