Poltreg Spolka Akcyjna · GPW:PTG
Poltreg Spolka Akcyjna — PolTREG — Investor Presentation (February 2026)
33 slides from Poltreg Spolka Akcyjna's investor presentation, February 2026
Slide 1: Slide deck 2026
© POLTREG °© IMMUTHERA Slide deck 2026
Slide 2: Forward-looking statements
Forward-looking statements The contents of this announcement include statements that are, or may be deemed to be, "forward-looking statements". These forward-looking statements can be identified by the use of forward-looking terminology, including the words "believes", "estimates," "anticipates", "e
Slide 3: The Nobel Prize: The identification of Regulatory T cells and FOXP3
The Nobel Prize: The identification of Regulatory T cells and FOXP3 The Tregs as Medicine Symposium: September 26, 2025 Meguro Tokyo The Tregs as Medicine: Keynote from Dr. Shimon Sakaguchi on the therapeutic potential of targeting Tregs in cancer and autoimmunity. Dr. Piotr Trzonkowski, CEO PolTREG
Slide 4: TREGs: Multiple mechanisms to suppress Autoimmune Disease
TREGs: Multiple mechanisms to suppress Autoimmune Disease Autoimmunity is the presence of hyper-active T-Effector cells and auto-antibodies directed against healthy tissues. T-Regulatory cells act in several ways to restore balance to the Immune system. 1. Tregs induce neutrophil apoptosis, 4 2. Pro
Slide 5: TREG Autoimmune Therapy – Fully Integrated Biotech
TREG Autoimmune Therapy – Fully Integrated Biotech Vision: Advancing a Best-in-Class Portfolio of Clinically Informed Immunotherapies that Intercept, Prevent and Control - Type 1 Diabetes, Neuroinflammatory, and Dermatological Autoimmune Disease. Fully Integrated R&D to Commercial Scale Production U
Slide 6: Advisory Board: Global Leadership in T1D and Neuroinflammatory
Advisory Board: Global Leadership in T1D and Neuroinflammatory Board Member and Chief Science Officer Scientific Advisory Board Jay S. Skyler, MD, MACP, FRCP Antoinette Moran, MD University of Miami. University of Minnesota Professor of Medicine, Pediatrics, & Marguerite & James Dugger Psychology, D
Slide 7: Largest, most advanced pipeline of cell therapies for autoimmune disease
Largest, most advanced pipeline of cell therapies for autoimmune disease Leveraging Nobel Prize winning Science Asset Indication Status Preclinical Phase I Phase II Phase III Partner POLTREG PROGRAMS: EU/POLAND PTG-007 + Rituximab: Presymptomatic T1D Ongoing Trial (stage 1) Authorisation App. Earl
Slide 8: State-of-the-art, Class A Sterile Cell Product Facility
State-of-the-art, Class A Sterile Cell Product Facility (EMA-agreed CMC) Please take a moment to review the facility: Short: https://drive.google.com/file/d/1VQZ_utA0VrhXZMgaZD0VSUMTkP20OmEt/view Long: https://drive.google.com/file/d/1xJ8xyhoKDWwpbDDinMRmYXXu7ZCPxVPM/view 8
Slide 9: PolTREG Gdansk Facility Floor Plan
PolTREG Gdansk Facility Floor Plan R&D2 R&D3 UNIT 2 is a mirror image of UNIT 1 UNIT 2 Potential R&D1 R&D4 expansion QC/R&D QC1 space 2 Autoclave A/B area 1 3 area 1 2 3 4 5 6 7 0 QC3 3 8 7 UNIT 1 QC2 0 1 2 7 5 4 QC labs 0 QC storage D/C area General GMP storage Equpment Bio- & storage cryo- storage
Slide 10: PTG-007 + Rituximab
PTG-007 + Rituximab: • “Soft B-Cell Reset combined with… • Treg Facilitated Immune Restoration 10
Slide 11: T1D: A Spectrum of Disease- Evaluation/Approval Stage Dependent
T1D: A Spectrum of Disease- Evaluation/Approval Stage Dependent. PTG-007 – polyclonal Tregs Beta Cell Mass TregVAC1.0 & 2.0 trials 100 PolTREG: Stage 1 Stage 2 Stage 3 90 • Completed Phase 1 Study Immune Activation: Immune Response T-cell Mediated Destruction of β-cells with 2x doses Tregs Functiona
Slide 12: Long-term Data: TregVac1.0 and TregVac2.0+ Hospital Exemption
Long-term Data: TregVac1.0 and TregVac2.0+ Hospital Exemption >7+ Years Maintenance of 4+ Yr Maintenance of Remission Insulin Secretion vs. Control (DDI less than 0.5 IU/day) Chi2 – 9.93 df – 3 p=0.019 Long term data in 27 patients 2XTregs + Rituximab maintains 2XTregs + Rituximab extends treated wi
Slide 13: Treating patients earlier in development of T1D could be Curative
Treating patients earlier in development of T1D could be Curative PTG-007 – polyclonal PTG-007 – polyclonal Tregs Tregs “preTreg” trial Beta Cell Mass TregVAC1.0 & 2.0 trials 100 Stage 1 Stage 2 Stage 3 90 Immune Activation: Immune Response T-cell Mediated Destruction of β-cells Pivot to screened Fu
Slide 14: CD6/CTLA4 CAR-Tregs
CD6/CTLA4 CAR-Tregs: • First-in-class • Only T-Cell (CD6) targeted Treg • First CAR-Treg with Treg-specific (CTLA4) signaling/ Costimulatory domain. • First CAR-Treg to be approved for Evaluation by the FDA. 14
Slide 15: CD6-CTLA4 CAR-Treg: Novel CAR Target and Treg specific Signaling
CD6-CTLA4 CAR-Treg: Novel CAR Target and Treg specific Signaling/Costim domain. The Innovation: CTLA-4 Signaling domain - Novel/Proprietary technology for first-in-class CAR-Treg Therapy CTLA-4 is ↓ regulator of T-cells - prevents overactive immunity/autoimmunity. • Tregs: Constitutively expressed,
Slide 16: Comprehensive T1D Disease Treatment by Stage/Modality
PTG-007 + Rituximab & CD6/CTLA4 CAR-Tregs: Comprehensive T1D Disease Treatment by Stage/Modality 16
Slide 17: Strategy: Comprehensive T1D Disease Treatment by Stage/Modality
Strategy: Comprehensive T1D Disease Treatment by Stage/Modality T1D: A spectrum of diseases based on symptom severity and autoimmune disruption. Stage 1&2: PTG-007 Tregs + Rituximab • Restore protective immunity + “soft” B-cell reset. • Pivot into Stage 1/Stage 2 Presymptomatic Children (↓3yrs). • S
Slide 18: Market Opportunity: T1D Population, Progression, and Testing
Market Opportunity: T1D Population, Progression, and Testing Global Prevalence of T1D by Stage (M) Progression Risk = 100% Testing: Simple & Free Stage 1 Stage 3 20.9M 9.4M 60.7% 26.7% Stage 3ud Stage 2 2.6M 1.7M 7.7% 4.9% • 24M Presymptomatic/ undiagnosed T1D Progression to Stage 3 is 100% • Free/S
Slide 19: Clinical Strategy: Teplizumab as Comparator
Clinical Strategy: Teplizumab as Comparator T1D population by Stage Teplizumab/Tzield PTG-007 Tregs Market Comparable Outcome: • Sanofi Acquired Provention Outcome*: (4.9% of Market) for $3B. 43% do not respond. Preserve remission 4 yrs. over At same valuation: Progression to Stage 3 within 2 contro
Slide 20: Tregs and CAR-Tregs for Multiple Sclerosis, ALS, and MOGAD
Tregs and CAR-Tregs for Multiple Sclerosis, ALS, and MOGAD* *Myelin Oligodendrocyte Glycoprotein Antibody-Associated Disease 20
Slide 21: PTG-007 in RRMS: Phase I Study in Relapsing Remitting Multiple Sclerosis
PTG-007 in RRMS: Phase I Study in Relapsing Remitting Multiple Sclerosis FLAIR (total volume of plaques) 200 index of changes 150 100 50 0 3m 6m 12 0 3m 6m 12 m m intravenous intrathecal control time Number of plaques Study Design: index of changes 150 • Compared route of administration. • IV dose =
Slide 22: CAR-TREGs: MOG Cell Targeting CAR-Treg Preclinical Data
CAR-TREGs: MO Cell Targeting CAR-Treg Preclinical Data • Humanized NSG Mice. • I.P Injection of PBMCs (enriched w/Effectors specific to Glial Myelin Oligodendrocyte Glycoprotein (MOG) cells) inducing GVHD-like Autoimmune disease model. MOG CAR-Treg: Glial Cell • Mice are then injected with either sh
Slide 23: CAR-TREGs: Auto and Allo CAR-Tregs for MS and ALS
CAR-TREGs: Auto and Allo CAR-Tregs for MS and ALS Movie with CAR-TREGS developed in PolTREG lab. CAR- TREGS (small green cell) recognizing the target on the cell line Silencing HLA in order to use CAR- HLA-A/B/C TREG ‚off-the-shelf’ across HLA mismatch (allogeneic) CAR construct CAR TREG glial-bindi
Slide 24: CAR-TREG: Neuroinflammatory Basket Study Protocol
CAR-TREG: Neuroinflammatory Basket Study Protocol Three indications (PPMS, ALS, and MOGaD) will be evaluated. Up to 3 doses Tregs + adjuvant therapy HLA-A/B/C Clinical Trial H2 2026: 3x it and 12m follow up CAR construct CAR TREG PPMS 3+3+3(7) ALS 3+3+3(7) glial-binding scFv TCR Signaling & CD28 MOG
Slide 25: Antigen-Specific Tregs & In-Vivo Ag-Specific Tregs
Antigen-Specific Tregs & In-Vivo Ag-Specific Tregs 25
Slide 26: Antigen-specific TREGs [agTREGS/PTG-020]
Antigen-specific TREGs [agTREGS/PTG-020] Insulin APC Specific Monocyte Tregs Peptides Insulin-like peptides: Anti- • Serum Peptides from Good Responders. CD28 Anti- • Consistently present for 2 years (TregVac 2) CD154 • Activate Tregs - not Teffectors. • Technology generates antigen specific Tregs T
Slide 27: Antigen-specific TREGs [In-Vivo Ag-Specific Tregs]
Antigen-specific TREGs [In-Vivo Ag-Specific Tregs] Insulin APC Specific Monocyte Tregs Peptides or Rewrite Anti- CD28 Peptides Anti- To mRNA/LNP CD154 In vivo booster Tregs In-Vivo Ag-Specific Tregs CFSE agTREGS PTG-020 27
Slide 28: Validation of Antigen-specific Peptides: Cell Based Treg/Tconv Assay
Validation of Antigen-specific Peptides: Cell Based Treg/Tconv Assay Pro-tolerant peptides Pro-inflammatory peptides preferentially induce Tregs induce Tconvs Tconv Treg APC Monocyte APC Disease Specific Monocyte Peptides Treg Tconv Proliferation index in cultures 160 NO peptide (ref) P1 index of pr
Slide 29: Ag-Specific Tregs: In-Vitro validation of Expression
Ag-Specific Tregs: In-Vitro validation of Expression Monocytes 24h – GFP fluorescence Monocytes 48h – GFP fluorescence • mRNA of 6 peptides linked to GFP. mRNA (naked) incubated with Monocytes. • GFP expression is based on secreted Peptides in culture. 29
Slide 30: Ag-Specific Tregs: In-Vitro validation of Suppression
Ag-Specific Tregs: In-Vitro validation of Suppression Suppression of T1D Specific T effector Cells by Peptide Mixture Suppression Assay for T1D Specific T effector Cells: 1. Evaluated suppressive capacity of Antigen Specific Tregs (3 donors) generated from mixtures of: Protolerant a. Mix 1:Protolera
Slide 31: PolTREG's Pipeline of Advanced Therapies
PolTREG’s Pipeline of Advanced Therapies: 31
Slide 32: PolTREG's Pipeline: Autologous to Allogeneic Engineered TREGS
PolTREG’s Pipeline: Autologous to Allogeneic Engineered TREGS 1 2 3 4 5 PolyClonal TREGS Ag-Specific Tregs Novel CAR-Treg CD6/CTLA4 CAR-Treg Multi-Edited, Allo- Engineered TREGS PTG-007 Tregs Novel CAR construct Neuroinflammatory CAR-Treg with Treg specific PTG-007 “backbone” Disease 2b Signaling/Co
Slide 33: Dziękuję - Thanks
Dziękuję - Thanks CONTACT: Botaniczna 20 Street, Gdansk, Poland Daniel Shelly, CBDO; d.shelly@poltreg.com Mariusz Jabłoński, CBO; m.jablonski@poltreg.com Piotr Trzonkowski, CEO; p.trzonkowski@poltreg.com