Slide 1: Translating frontier science into therapeutic reality
Translating frontier science into therapeutic reality
Slide 2: Cautionary statement
Cautionary statement This presentation has been prepared and published solely for informational purposes. Nothing operates to differ materially from any future results, performance, achievements or developments contained in this presentation is intended to constitute an offer, invitation or induceme
Slide 3: A leading life science investor
A leading life science investor Managing assets of >£1bn with a proven strategy and long-term view A long-term approach A proven strategy and model – Co-founded in 2012 with the Wellcome Trust to take a – Proven approach to creating companies around long-term approach to building healthcare companie
Slide 4: With a differentiated model
With a differentiated model To take frontier science to late-stage development With a differentiated model To take frontier science to late-stage development CREATE BUILD SCALE We create globally We take a hands-on We fund successful leading companies approach to building companies ambitiously based
Slide 5: A track record of significant value creation from exits
A track record of significant value creation from exits... Syncona has generated significant financial returns across its portfolio EXITS A track record of significant value creation from exits... GENERATED ~£1BN OF PROCEEDS Syncona has generated significant financial returns across its portfolio AT
Slide 6: ...and building companies with impact
...and building companies with impact ...and building companies with impact SYNCONA HAS GENERATED SIGNIFICANT PATIEN T IMPACT ACROSS ITS PORTFOLIO BUILDING GLOBAL LEADERS CLINICAL PROGRESS PATIENT IMPACT 27 Syncona portfolio companies since 2012 foundation 3 Late-stage clinical and commercial compan
Slide 7: An experienced team to deliver quality at scale
An experienced team to deliver quality at scale Experienced investment team and corporate leaders to deliver the Fund’s investment strategy SIML Senior investment team A strong track record of origination and company creation, portfolio management, Chris Hollowood Roel Bulthuis Edward Hodgkin Elisa
Slide 8: A maturing diversified portfolio
olio A maturing diversified portfolio
Slide 9: Protecting and driving value in challenging markets
Protecting and driving value in challenging markets Transitioned portfolio to a late-stage as markets improve XBI SYNCONA NAV SYNCONA SHARE PRICE Rebased to 100. Month end data: 31 January 2021 – 30 June 2026. 9
Slide 10: Portfolio is now rebalanced and diversified by therapeutic area and modality
REBALANCED Portfolio is now rebalanced and diversified by therapeutic PORTFOIO FROM 31% CLINICAL STAGE IN area and modality 2022 TO 86% CLINICAL AND COMMERCIAL STAGE IN 2026 86% OF LIFE SCIENCE PORTFOLIO VALUE IN ...DIVERSIFIED ACROSS THERAPEUTIC AREA... …AND MODALITY COMMERCIAL, LATE-STAGE CLINICAL
Slide 11: With a number of key milestones
With a number of key milestones With the potential to deliver significant NAV growth Key value inflection point (KVIP) B E S T I DE A S P R E - CLI NI CA L CLI NI CA L LA TE - STAGE BLA COMMERCIAL N E X T E X P E C T E D KVIP CLI N I CA L ON THE MARKET Autolus Therapeutics H2 CY2026 MOVING TOWARDS B
Slide 12: Our most mature private portfolio companies
Our most mature private portfolio companies Beacon and Spur are both late-stage clinical companies Lead programme (FLT201 – first-in-class asset) Lead programme (AGTC-501 – first-in-class asset) – Gaucher disease is a disorder caused by the build-up of fatty substances in – XLRP is a genetic disease
Slide 13: Summary
Summary Portfolio is well positioned to deliver value £m 1,200 Maturing portfolio with a number of 105 13 1,038 1,000 upcoming milestones that have the 315 potential to deliver significant value 800 Mkt cap – Eight key value inflection points over the £716m1 399 next three years, including four in 2
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