Sensei Biotherapeutics, Inc. · NASDAQ:SNSE
Sensei Biotherapeutics — Investor Presentation (August 2022)
26 slides from Sensei Biotherapeutics's investor presentation, Aug 9, 2022
Slide 1: Next Generation Immuno-Oncology Medicines
Next Generation Immuno-Oncology Medicines John K. Celebi, MBA President & Chief Executive Officer AUGUST 2022 | Nasdaq: SNSE Exhibit 99.2
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Sensei Biotherapeutics, Inc. (the “Company,” "we," "us") and is made for informational purposes only. The information set forth herein does not purport to be complete or to contain all of the information you may desire. Statements contained herein ar
Slide 3: Positioned to Drive Value with Next Generation Product & Platform Development
Positioned to Drive Value with Next Generation Product & Platform Development Two Platforms Generate Broad Pipeline Opportunities TMAb™ ImmunoPhage™ Innovative Pipeline of Differentiated IO mAbs Business Development Strong Cash Position Ended 2Q 2022: $123.7M ** Cash runway into Q1 2025 *Tumor Micro
Slide 4: Innovative Pipeline of IO Drugs with Broad Commercial Potential
Innovative Pipeline of IO Drugs with Broad Commercial Potential Program (Target) Indication Discovery IND-enabling Phase 1 / 2 Clinical TMAb SNS-101 (VISTA) Solid Tumors SNS-102 (VSIG4) Solid Tumors SNS-103 (ENTPDase1/CD39) Solid Tumors ImmunoPhage SNS-401-NG (Multiple Tumor Antigens) Merkel Cell Ca
Slide 5: The Modern-Day Challenge in Immuno-Oncology
The Modern-Day Challenge in Immuno-Oncology No Survival Benefit 70% Survival Benefit 20-30% ~$30B ~$90B 2020 2026 Global PD-1/PD-L1 Market2 1. Gerber et al., Biochemical Pharmacology 2016 2. Market estimates from PD-1 and PDL-1 Inhibitors Market Size in 2021 – MarketWatch, 360 Research
Slide 6: Two Major Types of Non-Responders to PD-1 Blockade
Two Major Types of Non-Responders to PD-1 Blockade Green = T-cells Purple = tumor Non-Responders T-cells Absent T-cells Inactive or Outside Tumor Responders T-cells Inside Tumor Anti-PD-1 or PD-L1 Treatment Adapted from Van der Woulde-LL, et al, Trends in Cancer, 2017 Hot (inflamed) tumor Cold (excl
Slide 7: Two Platforms Designed to Unleash Anti-Cancer T-cell Activity
Two Platforms Designed to Unleash Anti-Cancer T-cell Activity ImmunoPhage™ Platform Powerfully self-adjuvanted nanoparticle vaccine designed to drive B cell and T cell responses Multi-antigen vaccine potentially enables personalized approach from “off-the-shelf” components Targets APCs Enhanced thro
Slide 8: pH-sensitive Antibodies Selectively Bind Their Targets in the Low-pH Tumor Microenvironment
pH-sensitive Antibodies Selectively Bind Their Targets in the Low-pH Tumor Microenvironment Antibodies that bind at physiological pH may encounter a “sink” Prevents effective binding at the tumor and may lead to toxicity TMAb antibodies are expected to bypass tissue compartments other than the low-p
Slide 9: VISTA: An Emerging Checkpoint Target on Myeloid Cells
VISTA: An Emerging Checkpoint Target on Myeloid Cells Target Overview: B7 family ligand Extensive expression on myeloid cells1 correlating with poor survival rates across multiple cancers Novel development program with no approved therapies Large market opportunity Sensei’s Competitive Advantage: Ex
Slide 10: Increased Understanding of VISTA as a Promising Target
Increased Understanding of VISTA as a Promising Target to Address the Needs of Patients with Cancer
Slide 11: Key to Unlocking the Power of VISTA
Key to Unlocking the Power of VISTA Block the pH-dependent binding of VISTA to PSGL-1 on T cells at low pH Selectively bind VISTA at low pH to avoid: target mediated drug disposition (TMDD) on-target/off-tumor side effects Utilize an Fc-competent IgG backbone to engage and activate FcƔR on tumor-inf
Slide 12: VISTA Checkpoint is Activated at the Low pH of the Tumor Microenvironment
VISTA Checkpoint is Activated at the Low pH of the Tumor Microenvironment VISTA’s extracellular domain is uniquely rich in histidines¹ Histidines are protonated at low pH enabling VISTA to distinguish the active (acidic pH) and inactive (neutral pH) PSGL-1 binding interface 1. Johnston et al., Natur
Slide 13: SNS-101 Has >600-Fold Selectivity for Active VISTA
SNS-101 Has >600-Fold Selectivity for Active VISTApH6 R [RU] [Vista] – 7.5 nmol – 0.2 nmol ka = 4.59E+06 M-1s-1 Kd = 1.00E-03 s-1 KD = 2.18E-10 M SNS-101 ka = 7.11E+05 M-1s-1 Kd = 1.78E-04 s-1 KD = 2.5E-10 M [Vista] – 15 nmol – 0.2 nmol [Vista] – 7.5 nmol – 0.2 nmol [Vista] – 15 nmol – 0.2 nmol Biop
Slide 14: No Significant Binding of SNS-101 to Monocytes, Neutrophils, NK Cells and T-cells
No Significant Binding of SNS-101 to Monocytes, Neutrophils, NK Cells and T-cells in Whole blood at Physiological pH T-cells NK cells FOB 1.57 FOB 2.0 FOB 1.0 FOB 8.75 FOB 12.4 FOB 1.36 Monocytes FOB 9.9 FOB 13.5 FOB 1.4 FOB 2.2 FOB 2.5 FOB 1.0 Neutrophils CYNO HUMAN FOB 7.4 FOB 8.8 FOB 1.0 Clinical
Slide 15: SNS-101 Displays a Favorable PK Profile
SNS-101 Displays a Favorable PK Profile No significant TMDD in human VISTA KI mice Pharmacokinetics of Single Dose 5 mg/kg SNS-101 in VISTA Knock-in Mice Demonstrated a long mean residence time in the blood, indicating a lack of significant target-mediated drug disposition (TMDD) and clearance in no
Slide 16: SNS-101 Demonstrates Activity in a PD-1 Resistant Syngeneic Tumor Model
SNS-101 Demonstrates Activity in a PD-1 Resistant Syngeneic Tumor Model SNS-101* in Combination with Anti-mouse PD-1 Tumor Growth Inhibition Anti-PD-1 + SNS-101 Anti-PD-1 Control Isotype Control 0/10 Anti-PD-1 (1/10) Anti-PD-1 + SNS-101 (5/10) Survival *SNS-101 was grafted on to a mouse IgG2a framew
Slide 17: SNS-101 Is a Differentiated Anti-VISTA Antibody
SNS-101 VISTA.18 (BMS) KVA12.1 (Kineta) CI-8993; JNJ-61610588 (J&J/Curis) K01401-020; W0180 (Pierre Fabre) HMBD-002 (Hummingbird) Inhibit PSGL-1 Binding Yes Yes unknown Yes unknown No pH Sensitive Binding Yes Yes No No No No Fc Active Yes (IgG1) No (IgG4) Yes (IgG1) Yes (IgG1) N/A No (IgG4) Stage Pr
Slide 18: VSIG4 Plays a Critical Suppressive Role in T-cell Activation
VSIG4 Plays a Critical Suppressive Role in T-cell Activation B7 family related protein Expressed primarily on macrophages and inhibits T-cell activation As of August 2022, Sensei has: Identified 8 parental antibodies for further optimization; and Identified novel VSIG4 receptors on primary T-cells b
Slide 19: Cell Surface Expressed VSIG-4 Suppresses Primary Human T-cell Activation
Cell Surface Expressed VSIG-4 Suppresses Primary Human T-cell Activation Zang et al. J Clin Invest. 2006;116(10):2590-2593 Cryopreserved PBMCs CD4+ T cell Purification IFNg Proliferation Cell Isolation Day 3 Activation-induced Expansion No Stimulation Control aCD3 + aCD28 Day 4 Day 3- IFNg Productio
Slide 20: ENTPDase1 (CD39) is the Rate Limiting Enzyme in Production of Immunosuppressive Adenosine
ENTPDase1 (CD39) is the Rate Limiting Enzyme in the Production of Immunosuppressive Adenosine ATP AMP Adeno-sine Figure adapted from: Moesta et al, Nat Rev Immunol. 2020; 20 (12) Primary function is conversion of extracellular ATP / ADP to adenosine, which exerts immunosuppressive properties throu
Slide 21: Designed to Generate Strong Antibody and T-cell Responses
Designed to Generate Strong Antibody and T-cell Responses ImmunoPhage™ Platform Viral DNA (self-adjuvant) Target antigen The ImmunoPhage™ bacteriophage is an icosahedron with a tail. This configuration can be viewed as an activating signal to the immune system Bacteriophage virus is engineered and m
Slide 22: Phortress: Proprietary Library of Personalized Vaccine Cocktails
Phortress: Proprietary Library of Personalized Vaccine Cocktails with Off-the-Shelf ImmunoPhage “Ingredients” These “cocktails” are defined by the disease or patient genetics Combinations are customized to cover multiple epitopes, protein domains or targets Each ImmunoPhage is pre-manufactured to ta
Slide 23: Personalized yet Off-the-shelf ImmunoPhage Cocktail
Routine Biopsy Tumor Sequencing Personalized yet Off-the-shelf ImmunoPhage Cocktail Neoantigen Prediction Neoantigen ImmunoPhage️ Manufacturing ImmunoPhage Injection Including Neoantigens Clinical biopsy of tumor as input material Tumor DNA Tumor RNA Normal DNA Assemble a personalized cocktail from
Slide 24: Expected Program Milestones
SNS-101 (anti-VISTA) Q3 2022: Non-Human Primate (NHP) PK data Q3 2022: Cytokine Release Data 1H 2023: IND filing SNS-102 (anti-VSIG4) 2023: Select product candidate / initiate IND-enabling studies SNS-103 (anti-ENTPDase1/CD39) 2023: Select product candidate Expected Program Milestones
Slide 25: Proven Team With Deep Experience
Proven Team With Deep Experience Patrick Gallagher Acting Chief Business Officer Elisabeth Colunio VP, Human Resources Edward van der Horst, Ph.D. SVP, TMAb Antibodies John Celebi, MBA President and CEO Robert Pierce, M.D. Chief R&D Officer Erin Colgan Chief Financial Officer HansPeter Waldner,Ph.D.
Slide 26: HQ: D St, Unit , Boston, MA 02210 / MD: 1405 Research Blvd, Suite
HQ: 451 D St, Unit 710 , Boston, MA 02210 / MD: 1405 Research Blvd, Suite 125, Rockville, MD 20850 senseibio.com
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