Sagimet Biosciences Inc. - Series A · NASDAQ:SGMT
Sagimet Biosciences Inc. - Series A — Sagimet Biosciences — Investor Presentation (July 2026)
22 slides from Sagimet Biosciences Inc. - Series A's investor presentation, Jul 21, 2026
Slide 1: Targeting Metabolic Dysfunction with Novel Therapeutics
Exhibit 99.1 Targeting Metabolic Dysfunction with Novel Therapeutics July 2026
Slide 2: Forward-Looking Statements and Disclaimer
Forward-Looking Statements and Disclaimer This presentation contains forward-looking statements within the meaning of, and made pursuant to the safe harbor provisions of, The Private Securities Litigation Reform Act of 1995. All statements contained in this document, other than statements of histori
Slide 3: Leadership Team with Proven Development and Commercialization Experience
Leadership Team with Proven Development and Commercialization Experience Dave Happel President & CEO Elizabeth Rozek Chief Legal & Administrative Officer >20 years of experience in executive leadership in biotech >20 years of legal experience including executive leadership and pharma of legal, IP an
Slide 4: Sagimet at a Glance: Differentiated Dermatology Assets with Clinical Validation
Sagimet at a Glance: Differentiated Dermatology Assets with Clinical Validation • Our lead molecule, denifanstat, is a novel fatty acid synthase (FASN) inhibitor with a differentiated method of action with the potential to target multiple underserved diseases Unique MOA: FASN Inhibition • Strong cli
Slide 5: Strong IP, Cash Position, and Collaboration Potential
Strong IP, Cash Position, and Collaboration Potential • Successful outcome of Phase 2b clinical trial in MASH (metabolic dysfunction-associated steatohepatitis); met both primary endpoints with significant reduction in fibrosis • Pre-clinical data demonstrated synergistic effect of combination of FA
Slide 6: Development Pipeline: Multiple Indications and Clinical Milestones
Development Pipeline: Multiple Indications and Clinical Milestones Stage of Development Therapeutic Indication Milestone / Program Updates Area Preclinical Phase 1 Phase 2 Phase 3 Phase 3 clinical trial for the US expected to initiate in Denifanstat 2H 2026 Phase 1 FIH clinical trial initiated in Ju
Slide 7: FASN Inhibition Offers Differentiated MOA in Acne
FASN Inhibition Offers Differentiated MOA in Acne
Slide 8: Potential Role of FASN Inhibitors in the Pathogenesis of Acne
Potential Role of FASN Inhibitors in the Pathogenesis of Acne FASN 1 4 key drivers of acne : 2 • Increased sebum in sebaceous glands (80% of lipids produced through DNL) Palmitate / sapienic acid • Abnormal or excessive follicular hyper-keratinization • Accelerated bacterial growth (C. acnes) Lipid
Slide 9: Acne Market Overview
Acne Market Overview 1 Global acne market is expected to reach $20B by 2034 Whiteheads Blackheads Papules & Pustules Cysts & Nodules 2 50 million people suffer with acne in the US annually • Acne is one of the most common skin conditions in the United States, with approximately 50 million Americans
Slide 10: Acne Treatment Algorithm
Acne Treatment Algorithm Disease management involves flare and prevention intervention Routine Mild Disease Moderate to Severe Disease Severe (Cystic) Disease Management Treatment includes topical Treatment approach adds oral Severe (cystic) patients are Skin care routines to generally managed with
Slide 11: Denifanstat's Clinical Data in Acne
Denifanstat’s Clinical Data in Acne
Slide 12: Pharmacodynamic Data Support Mechanism of Action of Denifanstat in Acne
Pharmacodynamic Data Support Mechanism of Action of Denifanstat in Acne In multiple Phase 1 clinical trials, denifanstat Phase 1 oncology clinical trial 1-3 1,2 demonstrated a decrease in DNL sebum lipids Sebutape® assessment of cutaneous sebum lipids • Demonstrated a >90% reduction in sebum lipids
Slide 13: Ascletis Acne Phase 3 Clinical Trial Design
Ascletis Acne Phase 3 Clinical Trial Design Ph3 Ph3 Denifanstat Phase 3 in acne 1 2 Double blind clinical trial Open label safety trial Denifanstat (50mg) • Moderate to severe acne N=240 Denifanstat (50mg) Screening N=240 • Multi-center placebo controlled Placebo N=240 • 1:1 randomization • Double-b
Slide 14: Ascletis Acne Phase 3 Clinical Trial Met All Primary and Secondary Endpoints
Ascletis Acne Phase 3 Clinical Trial Met All Primary and Secondary Endpoints 50mg denifanstat Placebo Baseline Characteristics (n=240) (n=240) Total lesion count 102.2 102.1 Inflammatory lesion count 42.1 43.1 IGA=3 (moderate), % 85.8 85.8 IGA=4 (severe), % 14.2 14.2 50mg denifanstat Placebo 50mg de
Slide 15: Ascletis Acne Phase 3 Clinical Trial Safety Data
Ascletis Acne Phase 3 Clinical Trial Safety Data Denifanstat 50mg was Generally Well Tolerated During the 12-week Study Adverse events (AEs): • AE incidence rates were comparable between denifanstat and placebo • Only two categories of AEs had an incidence rate of 5% or more: • Dry eye (investigator
Slide 16: Ascletis Acne Open Label Phase 3 Trial
Ascletis Acne Open Label Phase 3 Trial* Denifanstat generally well-tolerated in the open label clinical trial Treatment-emergent adverse events (TEAEs): • Only two categories of TEAEs had an incidence rate of 5% or more with dry eye syndrome in 5.5% of denifanstat-treated subjects and dry skin repor
Slide 17: Sagimet's Upcoming Development Programs
Sagimet’s Upcoming Development Programs
Slide 18: Planned Phase 3 Clinical Trial for Denifanstat in Acne
Planned Phase 3 Clinical Trial for Denifanstat in Acne Planned Phase 3 acne clinical trial 12 week 40 week design, pending FDA agreement Double blind clinical trial Open label extension • Moderate to severe acne Denifanstat (50mg) • Multi-center placebo controlled Denifanstat (50mg) N= 533 Screening
Slide 19: FASN Inhibitor TVB-3567 FIH Ongoing Phase 1 Clinical Trial Initiated in June 2025
FASN Inhibitor TVB-3567 FIH Ongoing Phase 1 Clinical Trial Initiated in June 2025 A double-blind, randomized, placebo-controlled clinical trial to assess the safety, tolerability, pharmacokinetics and pharmacodynamics of single and multiple ascending doses of TVB-3567 in healthy participants with or
Slide 20: Potential Clinical Development Program for TVB-3567 in Acne
Potential Clinical Development Program for TVB-3567 in Acne Phase 1 clinical trial initiated in June 2025 Goal: Initiate Phase 2 clinical trial in 2026, subject to consultation with regulatory authorities and outcome of Phase 1 clinical trial Step 1 - Phase 1 first-in-human pharmacokinetic (PK) clin
Slide 21: Denifanstat for Treatment of MASH
Denifanstat for Treatment of MASH Clinical and pre-clinical data demonstrate denifanstat’s potential to treat MASH (metabolic dysfunction- associated steatohepatitis) • MASH F2-F3: • Denifanstat met both primary endpoints in Phase 2b clinical trial, with significant reduction in fibrosis and was gen
Slide 22: FASN Inhibition – Significant Opportunity for a Novel Treatment for Acne
FASN Inhibition – Significant Opportunity for a Novel Treatment for Acne • Acne market is significant (~50m people in the US) and aligned to those patients most likely to be prescribed an oral FASN inhibitor • Oral FASN inhibitors offer a novel mechanism of action for the potential treatment of mode
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