Sensorion Sas · EURONEXT:ALSEN

Sensorion Sas — Sensorion — Investor Presentation (September 2026)

38 slides from Sensorion Sas's investor presentation, September 2026

  1. Slide 1: Developing next generation solutions to address hearing disorders

    Developing next generation solutions to address hearing disorders Restore Treat Prevent Euronext Growth: ALSEN

  2. Slide 2: Disclaimer

    Disclaimer This document has been prepared by Sensorion (the “Company”) and is provided for information This document contains certain forward-looking statements. These statements are not guarantees of purposes only. This document does not purport to contain comprehensive or complete information the

  3. Slide 3: Sensorion at a glance

    Sensorion at a glance The inner-ear specialist: building leadership across the full spectrum of hearing loss disorders. Expertise Lead program Second asset Shareholder base Inner-ear know-how SENS-601 SENS-401 Blue-chip healthcare specialist investors Inner-ear drug development Gene therapy candidat

  4. Slide 4: Pipeline: leading player in GJB2

    Pipeline: leading player in GJB2 Program Preclinical Phase I/II Phase III Next steps CTA approved in France; submitted in Canada. US IND GJB2 (DFNB1A) HL: and Australia CTA submission congenital onset (YE 2026). First patient dosing in France targeted by early SENS-601 * 2027 GJB2 (DFNB1A) HL: Precl

  5. Slide 5: Recent highlights and upcoming milestones

    Recent highlights and upcoming milestones ✓ Achieved Expected ✓ January 2026 ✓ June 2026 ✓ August 2026 Expected Q4 2026 → 2027 €60 million financing New Chief Executive Officer CTA cleared in France; US IND, Australia CTA and completed appointed submitted in Canada first patient dosed €20m from Sano

  6. Slide 6: RESTORE

    RESTORE SENS-601 for GJB2-related congenital hearing loss 6

  7. Slide 7: Initial market opportunity

    Initial market opportunity Widespread newborn screening and advances in early GJB2 (DFNB1A) HL: congenital onset genetic testing continue to improve the identification Illustrative management estimate and characterization of children with GJB2-related hearing loss. Births per year in the US, EU4 and

  8. Slide 8: The inner ear as a gene therapy target

    The inner ear as a gene therapy target 01 Direct local administration to target cells, with limited biodistribution outside the inner ear 02 Immunologically protected by the blood–labyrinth barrier 03 Low volume and low viral particle count versus systemic approaches 04 Durable activity from a singl

  9. Slide 9: The role of Connexin 26 (Cx26) in the cochlea

    The role of Connexin 26 (Cx26) in the cochlea Cx26, encoded by GJB2, is the predominant connexin in the cochlea, where it forms gap junctions between non-sensory supporting cells. Those gap junctions enable metabolite exchange and potassium recycling that sustain the electrochemical gradient driving

  10. Slide 10: GJB2 mutations and non-syndromic hearing loss

    GJB2 mutations and non-syndromic hearing loss >100 GJB2 recessive mutations described to date, with SENS-601 designed as a single- construct approach across GJB2 variants Severity of hearing loss correlates with the degree of GJB2 loss of function. Copyright by Sensorion 2026. All Rights Reserved 10

  11. Slide 11: Construct design

    Construct design AAV-DJ capsid with broad tropism for cochlear supporting cells. Cassette combining a constitutive 5' promoter, the CX26 coding sequence and a proprietary regulatory sequence in the 3' UTR, yielding functional 26 kDa CX26 proteins. Selective. Sequence complementary to miR-183, presen

  12. Slide 12: Surgical delivery approach

    Surgical delivery approach Dual-fenestration technique combines two familiar procedures, cochlear implantation and stapedotomy, and is designed to minimize overpressure and backflow. Designed to maximize vector distribution and target cell exposure along the full length of the cochlea, allowing wide

  13. Slide 13: SENS-601 Efficiently Transduces NHP Cochlea

    SENS-601 Efficiently Transduces NHP Cochlea Injection of SENS-601 (Flag surrogate), at the NHP equivalent effective dose, leads to strong transgene detection in the cochlea of NHP from base to apex Flag signal within the CX26 network was quantified across the different compartments of interest and t

  14. Slide 14: Tropism and selectivity to CX26-expressing target cells in NHP

    Tropism and selectivity to CX26-expressing target cells in NHP Three weeks after a single intracochlear injection: No transgene expression extensive transduction of the supporting cells that in the sensory hair cells naturally express GJB2 observed along the tonotopic axis of the cochlea. No transge

  15. Slide 15: Cx26 knock-out mouse model

    Cx26 knock-out mouse model Exclusive conditional knock-out model; conditional design circumvents the embryonic lethality of complete biallelic GJB2 loss. Early inactivation in utero, while the inner ear develops, reproduces the pathophysiology of DFNB1A, the most Severe to profound hearing loss comm

  16. Slide 16: Hearing restoration in Cx26 knock-out mice

    Hearing restoration in Cx26 knock-out mice Hearing improvement observed as early as three weeks after injection, across all tested frequencies. Demonstrated across multiple dose levels, with a therapeutic dose selected for further development. Replicated across multiple research and development manu

  17. Slide 17: Cochlear CX26 levels are normalized by SENS-601 in the cKO1 model

    Cochlear CX26 levels are normalized by SENS-601 in the cKO1 model – outer sulcus CX26 levels quantification CX26 signal mean intensity level (A.U.) Vehicle injected controls SENS-601 – 0.3X dose injected mutants Vehicle injected mutants SENS-601 – 1X dose injected mutants Tonotopic and dose-dependen

  18. Slide 18: The CX26 network itself is rescued, not only the level of expression

    The CX26 network itself is rescued, not only the level of expression CX26 Mainnetwork metricsmetrics CX26 network CX26 network metrics are improved in multiple cochlear structures and cell type … Association with ABR outcome Branch-point density r=0.4826 Branch density r=0.4718 Network length r=0.46

  19. Slide 19: Restoration of functional CX26 gap junctions in vitro

    Restoration of functional CX26 gap junctions in vitro Propidium iodide, in red, is a fluorescent dye HeLa DH cells lacking CX26, or carrying a Cells transduced with SENS-601 took up dye that cannot cross intact cell membranes, so mutated CX26, showed no dye transfer. across all three variants tested

  20. Slide 20: Toxicology findings in NHP and mice

    Toxicology findings in NHP and mice Non-human primate studies Mouse studies Design. Unilateral intracochlear administration. Three groups: vehicle, low Design. Intravenous administration. Three groups: vehicle, low dose, high dose, high dose. Two cohorts: 3 months and 6 months. dose. Three cohorts:

  21. Slide 21: HearConnex will evaluate SENS-601 safety and efficacy

    HearConnex will evaluate SENS-601 safety and efficacy, with first patient dosing anticipated in early 2027 Open-label, multicenter Phase I/II trial to assess the safety, tolerability and efficacy of intracochlear administration of SENS-601 at escalating doses and the injection system. Trial objectiv

  22. Slide 22: HearConnex is designed to allow fast transition to pivotal trial

    HearConnex is designed to allow fast transition to pivotal trial HearConnex Phase I/II Open-Label Trial Design PX: patient number X. DMC: Data Monitoring Committee. Part 1 uses unilateral administration, Part 2 bilateral administration. Patients age: Part 1 (Dose escalation): ≥ 6 months to ≤ 31 mont

  23. Slide 23: Summary

    Summary Activity to date Near-term milestones CTA cleared in France, submitted in Canada US IND and Australia CTA submission Congenital onset; Fast Track granted in France Expected by end of 2026 Phase I/II trial initiation Natural history study running Dosing of the first patient targeted by early

  24. Slide 24: Sensorion core development capabilities for SENS-601

    Sensorion core development capabilities for SENS-601 01 02 03 04 05 Differentiated Validated surgical Manufacturing Clinical execution HL strategic biological approach technique experience connectivity Pan-GJB2 approach, Dual-fenestration CDMO partnership for Operational experience Global network of

  25. Slide 25: Corporate Overview

    CORPORATE OVERVIEW Team, governance and financial position 25

  26. Slide 26: Executive team

    Executive team Fred Chereau Laurent Desire Stephanie Filipe Bernd Schmidt Chief Executive Officer Head of Preclinical Head of Business Ops and Chief Technical Officer Portfolio Management At Sensorion since 2026. Previously At Sensorion since 2020. Previously At Sensorion since 2020. Previously At S

  27. Slide 27: Board of directors

    Board of directors Amit Munshi Chairman of the Board, USA Khalil Barrage USA Federico Mingozzi* USA Julien Miara France Aniz Girach* UK Sofinnova Partners Represented by Cédric Moreau, France Represented by Eric de la Redmile Group Health Opportunities* Represented by Florian Reinaud, France Fortell

  28. Slide 28: Scientific advisory board

    Scientific advisory board Pr Christine Petit Pr Alain Fischer Dr Robert Dow Chair of the SAB. Professor, Institut Professor, Collège de France, Chief Development Officer, Scendea, Pasteur, Hearing Institute/ Institut France UK reConnect, France Pr Paul Avan Dr Diane Lazard Dr Hernán López-Schier Hea

  29. Slide 29: Financial position

    Financial position Cash and equivalents & short term deposits Cash runway €88 million Year-end 2027 As of 30 June 2026 Shareholder base Blue-chip healthcare specialist investors, alongside strategic investor Sanofi Including Invus, Sofinnova Partners, Redmile Group, Cormorant Asset Management and Co

  30. Slide 30: Current status and expected milestones

    Current status and expected milestones Program H2 2026 2027 SENS-601: congenital CTA approved in France Dosing of the first patient targeted by early 2027 Canadian CTA submitted onset US IND and Australia CTA submission Clinical data generation expected throughout 2027 SENS-601: pediatric Preclinica

  31. Slide 31: Sensorion at a glance

    Sensorion at a glance On a mission to enable people with inner ear hearing disorders to live life with unlimited connections. SENS-601 is in the clinic, on a Potential to disrupt a treatment Deep domain expertise and key global development path landscape with no approved partners to strengthen our s

  32. Slide 32: Appendix

    APPENDIX Copyright by Sensorion 2026. All Rights Reserved 32

  33. Slide 33: CX26 biology in detail

    CX26 biology in detail GJB2, which encodes CX26, is naturally expressed in the non- sensory supporting cells of the cochlea. CX26 is the predominant connexin in the cochlea; its heteromeric or heterotypic hexamers form gap junctions. GJB2 is absent in sensory hair cells, where functional gap junctio

  34. Slide 34: Construct design in detail

    Construct design in detail The transgene cassette comprises a promoter, a CX26 coding sequence and a proprietary regulatory sequence in the 3’ untranslated region. The regulatory sequence is transcribed into mRNA complementary to miR-183, a small non-coding RNA occurring robustly in sensory inner ha

  35. Slide 35: Gap junction permeability assay

    Gap junction permeability assay c.35delG p.M34T p.V37I Untransduced HeLa DH cells are highly stable during electrophysiological testing, making them the industry standard for gap junction assays. c.35delG is a truncating mutation associated with severe-to- profound hearing loss; p.M34T and p.V37I ar

  36. Slide 36: SENS-401: an oral otoprotectant candidate

    SENS-401: an oral otoprotectant candidate Orphan drug designation Orally available small molecule, the (R)-enantiomer of azasetron, with a EMA1 and FDA2 dual mechanism: 5-HT₃ receptor antagonism with calcineurin- inhibitory activity. Pediatric investigation plan Designed to protect inner-ear sensory

  37. Slide 37: SENS-401 data package across three indications

    SENS-401 data package across three indications Hearing preservation after Cisplatin-induced ototoxicity Sudden sensorineural hearing cochlear implantation loss Positive Phase IIa: 25 of 28 randomized Phase IIa completed: 47 randomized Phase IIb (AUDIBLE-S): 115 randomized patients implanted Complete

  38. Slide 38: The hearing loss spectrum and standard of care

    The hearing loss spectrum and standard of care Hearing aids amplify sound, but do not restore the Cochlear implants bypass the sensory epithelium Access and clarity are both required for a good clarity lost when the cochlear supporting cell entirely, and are indicated only toward the severe- outcome

Sensorion — Investor Presentation (September 2026) on 6ix