R&D Update May 8, 2026
Welcome & Introductions
Management attendees
Kristen Fortney, PhD
Co-Founder & CEO
Paul Rubin, MD
CMO & EVP Research
Dov Goldstein, MD, MBA
CFO
Guest presenters
Matthias Geyer, PhD Director, Institute of Structural BiologyUniversity of Bonn
Michael Davidsofi, MD Clinical Professor of Medicine Director, Lipid ClinicUniversity of Chicago Pritzker School of Medicine
Briafi Hafler, MD, PhD Associate Professor Ophthalmology & Visual ScienceYale School of Medicine
David Boyer, MDSenior Partner
Retina-Vitreous Associates Medical Group
Ifitroductiofi
Kristen Fortney, PhD
Co-Founder & CEO
BGE-102
Structural biology ifisights Phase 1 results Cardiovascular Ophthalmology
Paul Rubin, MD
CMO & EVP Research
Matthias Geyer, PhD
University of Bonn
Paul Rubin, MD
CMO & EVP Research
Michael Davidson, MD
University of Chicago
Brian Hafler, MD, PhD
Yale University
David Boyer, MD
Retina-Vitreous Associates
Closifig remarks
Kristen Fortney, PhD
Co-Founder & CEO
Q&A
Management Team Michael Davidson, MD Brian Hafler, MD, PhD
Introduction
Kristen Fortney, PhD
Co-Founder & CEO
We are harnessing the biology of human aging
to develop new therapies for cardiometabolic diseases
The BioAge discovery platform: from humafi data to therapeutics for metabolic agifigValidated platform: ongoing partnerships with Novartis & Lilly to discover drugs and drug targets
>150M molecular data points: one of the world's largest collections of longitudinal human aging data and functional outcomes
BGE-102: oral braifi-pefietrafit NLRP3 ifihibitorPotential "pipeline in a pill" targeting efficacy in-line with injectable anti-inflammatories
CV risk: potential best-in-class profile for hsCRP reduction
86% reduction in hsCRP in obese subjects
87-93% of subjects achieved normalized hsCRP <2 mg/L
Ophthalmology: therapeutic retinal exposure enables oral treatment of diseases including DME, where intravitreal anti-IL-6 has shown benefit
Anticipated catalysts: CV risk POC H2:2026, DME POC mid-2027
APJ agofiism: exercise mimetic for obesity
Obesity: potential to double weight loss & fully restore body composition when combined with an incretin in preclinical models
Anticipated catalysts: IND submission 2026 YE
Chronic NLRP3 activity drives disease & predicts poor human longevity
NLRP3 overview NLRP3 ifi humafi lofigevity & disease
Relative mortality risk (HR)
Normal NLRP3 function: innate immune response to danger signals
Excess nutrients
Cellular stress
Reduced NLRP3 activity is associated with longevity
In pathology: cellular stress & nutrient excess stimulates chronic activation
Resulting chronic inflammation drives a range of diseases
NLRP3 activation
Cytokine release (IL-1β, IL-18)
IL-6
Chronic inflammation
Strofig humafi gefietic evidefice for NLRP3 ifi cardiometabolic disease
Mendelian randomization: NLRP3 levels strongly predictive of heart failure
(↑ 1 SD expression = up to ↑ 70% risk)
GoF mutations ↓ lean mass & body composition ↑ atherosclerosis
Our lead program, BGE-102, is well positioned to address diseases driven by inflammation in both the CNS and the periphery
Key attributes
Potefitial best-ifi-class poteficy based on Phase 1 trial results
1.8 fiM IC90 by human ex vivo whole blood stimulation
24h IC90 coverage at 60 mg QD provided 24-hour IL-1β suppression ≥90%
86% hsCRP reductiofi; 87-93% of subjects achieved fiormalized hsCRP (<2 mg/L)*
in line with injectable anti-IL-6 drugs
CNS pefietrafit
~0.7 Kp,uuCSF
(120 mg MAD, day 14)
Attractive safety & tolerability All AEs to date mild / moderate, self-limited, with no dose
dependency
50-97x safety margifi for 60 mg dose**
based on 3-month GLP tox
Strofig IP positiofi 2045 composition of matter & claims for
novel NLRP3 binding site
Note: * in MAD cohorts - obese subjects with baseline hsCRP > 3 mg/L; ** based on Phase 1 healthy volunteer MAD at Day 14
BioAge NLRP3 inhibitors: unique, patented binding site & novel mechanism
Ufiique bifidifig site
Our ifihibitors bifid both the active & ifiactive ififlammasome, ufilike other NLRP3 ifihibitors
BioAge compounds
MCC950
Inactive decamer
Active inflammasome
Collaboration with Matthias Geyer, PhD, Director, Institute of Structural Biology University of Bonn
NLRP3
Structural biology insights Phase 1 results Cardiovascular Ophthalmology
Matthias Geyer, PhD
Director, Institute of Structural Biology University of Bonn
A fiew way to ifihibit NLRP3BGE-102 targets a different site on NLRP3 than other inhibitors in development
BGE-102 targets a different site on NLRP3 than other inhibitors in development
BGE-102 targets a different site on NLRP3 than other inhibitors in development
BGE-102 targets a different site on NLRP3 than other inhibitors in development
BGE-102 inhibits both forms of NLRP3 -the resting state and the active inflammasome
BGE-102 inhibits both forms of NLRP3 -the resting state and the active inflammasome
BGE-102 is selective for NLRP3
There are 22 human NOD-like receptors
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